FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Great flexibility and excellent customer service
What do you like best about the product?
It's a really flexible tool - the added complexity means an exponential set of options, in comparison with more intuitive programs. The help documents are incredibly helpful and include screenshots and gifs, and there are sample codes for common scenarios, etc. Where the help documents don't meet my needs, I've found the customer service team to be really responsive and helpful and have sent screenshots and recordings, as well as refer me through to other colleagues for more help. If you give them permission, they will go into your account and clone the form with issues, so that they test where it's going wrong. You can't overestimate the added value of having this level of support available.
What do you dislike about the product?
It took a little while to learn. We have used Smart Survey in the past, which is more drag and drop and intuitive for most people. It also requires basic coding if you want to put responses from different fields into the same Salesforce field, for example. Or if you want to create any conditional rules. So it isn't easy to pick up for your average office worker. Sometimes, when sending info through to Salesforce, error messages are shown to the end user, which isn't ideal, so be careful how you set up connectors.
What problems is the product solving and how is that benefiting you?
We wanted a flexible tool to build online forms for gathering data and sending it to Salesforce - lead generation, newsletter sign-ups, application forms, forms for other types of info, donation forms connected to Stripe. Form Assembly does all these things with built-in connectors to both Salesforce and Stripe (amongst others which we haven't really used). It has allowed us to make sure that all the metadata we wanted was fed into the CRM-system, for example, instead of having a Mailchimp newsletter sign-up form, we have a Mailchimp integration and we can ensure that we record how, when, where and the wording of the contact consent directly into Salesforce, which then triggers Mailchimp subscribe actions. Likewise, with donations, we now have a seamless integration with Stripe and Salesforce allowing us to send through metadata based on responses, which has reduced the manual import/export of lots of information. Our application forms used to be Microsoft Word documents which people emailed to us and were manually entered on Salesforce. This is now an automatic process saving countless hours of processing time.
A powerful, must have tool especially if you're also using Salesforce.
What do you like best about the product?
FormAssembly is an easy-to-use tool whose power extends far beyond its own platform because of its powerful connectors. It also has extensive learning and support materials online and excellent support customer service.
What do you dislike about the product?
If you have a form that has gotten thousands of responses or more, the results can be slow to load. Their Customer Support Team used to be available on chat but now it always seems to be listed as full and you have to reach out via email.
What problems is the product solving and how is that benefiting you?
Gives us an easy way to create completely customizable applications, surveys, registrations, payment processing, etc. And the most powerful part is it's connectors to Salesforce and our ability to send out prefilled URLs via email.
Flexible forms and helpful support desk
What do you like best about the product?
You can do so many things with FormAssembly. Our favourites tools are the Salesforce connectors and Stripe connector. Formulas and advanced form logic allow us to use forms for so many different use cases. The support desk are always helpful and come up with useful tips and tools when we get stuck.
What do you dislike about the product?
I can't think of anything I dislike about FormAssembly - if there are things we haven't mastered yet it's got more to do with our level of expertise in all the features than any lack of functionality in the system.
What problems is the product solving and how is that benefiting you?
We use FormAssembly to manage virtually all of our data capture into our Salesforce CRM. This consists of forms to capture customer requirements, leads, bookings, applications, etc as well as interaction with customers and beneficiaries during various contact points in their journeys. We also use FormAssembly to conduct large surveys within our community.
Great tool - ok support
What do you like best about the product?
FormAssembly provides a lot of flexibility with a relatively straightforward development environment. We use the forms for a variety of purposes, including general data gathering, higher education applications, enrollment and class registration, license renewals, etc. In most cases, forms are esigned connect/update Salesforce and also our credit card processor (Authorize.net). Also, the company seems focused on enhancements and growing the product.
What do you dislike about the product?
Support is average at best. The documentation is clumsy and seems to be from the 1990s. Some service reps know the product and can help resolve an issue timely, while others struggle to understand. In other words, support can be hit or miss.
What problems is the product solving and how is that benefiting you?
With FA we can quickly create forms to eliminate the need for fillable PDFs, plus eliminate data entry, since the forms connect to Salesforce.
User friendly and robust!
What do you like best about the product?
It is very user-friendly but can be made more complicated for more complicated needs.
What do you dislike about the product?
If you try to use section columns, they run off the page when viewing the form on a phone. The same issue occurs when viewing a Likert matrix. It would be nice if this could be fixed.
What problems is the product solving and how is that benefiting you?
My clients use this for everything from applications to quick surveys to event sign-ups. It is nice that one tool can be used for so much!
It works well. but their are more aesthetic platforms out there.
What do you like best about the product?
The conditional questions and Salesforce integration.
What do you dislike about the product?
The aesthetic. It could provide more options with themes.
What problems is the product solving and how is that benefiting you?
It provides a clean registration system for various events and forms. It benefits us by being an all in one registration solution.
Great for collecting applications for out organization!
What do you like best about the product?
I like that we can continually count on FormAssembly to meet our need.
What do you dislike about the product?
My main dislike is that Forms don't look very appealing. They could look better.
What problems is the product solving and how is that benefiting you?
Applications for non-profit after school program.
Solid Product and Customer Service
What do you like best about the product?
Integration with Salesforce and logic in forms
Customer service
Customer service
What do you dislike about the product?
Not a direct connector to Salesforce for the e-signature component
What problems is the product solving and how is that benefiting you?
Huge save in data entry
My answer for almost everything
What do you like best about the product?
I found the documentation very user-friendly, making it quick and easy to get started using FormAssembly for even complex data capture tasks. It is my 'go-to' solution for almost all data capture needs, from lead generation to surveys and even communication preferences.
What do you dislike about the product?
I would love to be able to document-build, capturing field values entered earlier in the form to personalise, like using field tags in text and labels, i.e. "So, <> tell us more about why you are interested in this..." where tfa_1 would be the first name. As far as I can tell, this can only be done on a multipage form.
What problems is the product solving and how is that benefiting you?
We help students in Scottish universities get paid internships with international companies. We use FormAssembly to capture applications to our internship program and the internship role description from our hosting companies, saving hundreds of work hours. We also have forms on our website where potential host companies can register their interest in joining our programme, giving us a significant pipeline to work with. As a small team in a non-profit organisation, we need all the help we can get to drive efficiency. This allows us to get on with helping these students get the best start in their careers to become Scotlands' next generation of business leaders, creating new jobs and a better Scotland.
I find it very good, but has a problem dealing with dates in non-American format, and not fixed.
What do you like best about the product?
Quite easy to use, has a great connector with Salesforce, quite versatile, but I haven't used it to its full potential, as there has not been the need as yet. Versatile with the custom code and functions.
What do you dislike about the product?
Firstly, its datevalue function does not know how to deal with dates in the dd/mm/yyyy format. I have raised this issue many times in a support case and been fobbed off basically. To me, I thought getting your date functions correct is basic, especially when you offer British format (and of course you need to). I have had to create so much custom code to change the British format to the American, just to make conditional statements dealing with dates work.
Another date issue is date validation. If a person enters a yy instead of yyyy in a date field, at some cutoff point, it will assume 20yy, and not 19yy. When I first raised this issue, I think the cutoff point was between 49 and 50 (or maybe 50 and 51)
You can refer to my support cases for further detail.
Not so much a dislike, but would be good to be able to use the copy option from one form to another, instead of only within the same form.
Another date issue is date validation. If a person enters a yy instead of yyyy in a date field, at some cutoff point, it will assume 20yy, and not 19yy. When I first raised this issue, I think the cutoff point was between 49 and 50 (or maybe 50 and 51)
You can refer to my support cases for further detail.
Not so much a dislike, but would be good to be able to use the copy option from one form to another, instead of only within the same form.
What problems is the product solving and how is that benefiting you?
Most markedly, the ability to connect to Salesforce saves so much time.
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