Great way to expand form functionality for marketing automation
September 05, 2018
Great way to expand form functionality for marketing automation
Score 8 out of 10
Vetted Review
Verified User
Software Version
Other
Overall Satisfaction with Formstack
We used Formstack as part of our customer onboarding process, so primarily within a product and marketing context. We wanted to survey our new free trial users to segment them and deliver the most relevant training content possible. We embedded a multi-step survey after the free trial signup that branched according to certain high-level responses. This allowed us to better understand who was signing up for our product and how we could help learn our platform.
- Formstack allowed us to customize the look and feel of our forms to match our branding. It was easy for our engineers to integrate the forms within our onboarding process to deliver a seamless experience.
- Formstack integrates well with HubSpot, our marketing automation platform of choice.
- Formstack offered us a lot of flexibility in the types/formats of questions we could deploy (open-ended text, multi-choice, single choice, etc.). This made it easy to get data the way we wanted and facilitated getting that data into HubSpot.
- Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal.
- Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that.
- More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard.
- HubSpot
We were able to push critical data from each new customer into the HubSpot CRM and deploy that data in automation sequences that deliver tailored educational content to help each customer learn how to use our system for the specific use cases they had in mind.