The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards, combined with…
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GetFeedback
Score 6.8 out of 10
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GetFeedback from Momentive is a customer feedback solution designed to be easy-to-use, and measure the voice of the customer so companies can take action and provide an exceptional experience.
We've actually selected both. FormAssembly gives us much more flexibility from a Salesforce integration perspective...but we like the look and feel of GetFeedback better so we tend to use that when the integration isn't as important.
Digitizing your company's physical paper transactions. Once digitized, your staff/users can easily access it with their mobiles or anything that has a browser. This gives them convenience and saves paper waste. Some scenarios I think are when some people would like to treat from assembly as a document signing platform like DocuSign or Conva.
The Salesforce integration is fantastic. I have seen it evolve over the years and it is clear there is some considered investment going on here. In its first guise, the integration was fine at pushing survey response data to objects of your choosing. More recently, the integration has introduced a managed package, which has brought a really flexible object structure to what GetFeedback, by SurveyMonkey writes to. In a nutshell, you get a Survey -> Response -> Answer three tiered structure, meaning that you don't have to configure every time you mix up your survey design to b more complex. Finally, the forthcoming managed package is now being updated to bring a nice home page with it, with some nice top down analytics. This is great stuff and brings a lot of hope for the future of the platform. That Salesforce use it as their preferred surveying platform over their own on platform one is telling.
It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.
Embed survey responses into an email to allow for easier data capture from customers.
Automatically creates GetFeedback records in SFDC, which allows for greater visibility and better integration of reporting. This also drives a number of calls to action with internal teams via SFDC workflows and Gainsight.
Very customizable look and feel of the survey to stay on corporate brand.
The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.
The only real challenge I've encountered is that they don't have a simple way to use a defined drop-down list that is in our CRM.
I wish I could get a custom icon for ratings vs. just stars, hearts, circles or numbers. That was not a deal breaker, but it would be kind of cool to have.
The process of creating a URL (distributing a Salesforce Aware Survey) to embed in an email template is a little complicated and takes some practice, especially for a novice admin that, at the time, didn't have much experience in adding modifiers and merge fields.
FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.
Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!
It is incredibly straightforward to use. Setup time is hours to days. When it is up and running, you can forget it exists. The Lightning Platform integration then starts to provide many options around creative use of the tools. It becomes more about where you can extend to your hearts content. Lightning App developers will have a great time here.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
The few times, and I mean few, I have had to reach out to the support staff they were very helpful. I was also lucky enough to meet the developer at a users' conference. His willingness to hear what I had to say was impressive. After understanding his background coming from the CRM world I knew that he knew what we as users needed in the way of integration.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
GetFeedback has a professional appearance and dynamic content UI that is more trustworthy than other solutions. Additionally, the transitions and branding of GetFeedback are user-friendly on any device making survey response easy to manage. Finally, Salesforce integration is made not only easy but encouraged with a comprehensive ability to customize survey content.
We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!
Our response rate for our lead qualifying survey has been hovering around 55%. That doesn't mean that they complete the entire thing, but at least we are getting some answers back. It also allows us to weed out any leads that are outside of our scope of work. The survey when answered in its entirety gets a lead 13 steps down our customer journey map.
The automation of sending out the recruiting survey has allowed our recruiting manager to focus on qualified applicants and has completely eliminated the duplicate data entry of key information that the hiring managers required for determining if a candidate should be scheduled for a phone interview. Over the past year of using this survey we received 145 survey back. That is 145 manual emails that no longer had to be sent out by staff. You do the math on that time savings.
The new hire training feedback has allowed internal trainers to understand how to better tailor each session to on-board future employees in a more effective manner. With over 33 different training modules you can imagine how intensive our on-boarding process can be and if we can understand what works and what doesn't this only adds to the effectiveness of each trainer.
