FormAssembly

Score8.6 out of 10

42 Reviews and Ratings

What is FormAssembly?

The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data.

Categories & Use Cases

Media

1 / 5

Custom logo/branding
Allows the user to include their company logo (rather than the survey vendor’s logo) and/or create a company template so that branding is consistent across multiple surveys.
Category average: 8.5
Changes to live survey
Users can make changes to live surveys after they are published.
Category average: 8.3
Question design help
Includes educational material about question design for research, such as tips, recommendations, and information about best practices.
Category average: 8.3

Access controls
Administrators can limit users’ ability to access data and edit content.
Category average: 9
Analytics
Allows users to run different types of analysis, such as statistical analysis, cross tabs, sentiment analysis, etc. within the tool.
Category average: 8.2
Vendor-offered crowdsourcing
Vendor offers access to an audience or panel of respondents.
Category average: 8.1

Most Frequent Users

Top 3 industries using FormAssembly.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Other Services (except Public Administration)

28.8%

672 installations of 2,332

#2 most frequent

Educational Services

12.6%

293 installations of 2,332

#3 most frequent

Professional, Scientific, and Technical Services

9.6%

224 installations of 2,332

Leona Belk View profile

Associate Director of Admissions at Missouri Southern State University (201-500 employees)

Use Cases and Deployment Scope

We use FormAssembly within our Salesforce org to create a variety of different documents. We are a higher education institution and use FormAssembly for special program applications, appointment requests, event registrations, request for information forms, and several other documents as needed. FormAssembly is a great tool for us because it allows us to have one product to serve multiple needs in our office and institution as a whole.

Pros

More versatility than other form options.
Integration with our CRM is a smooth process.
The ability to pre-fill information helps eliminate data issues.

Cons

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.

Return on Investment

FormAssembly has enabled our staff to reduce the time spent meeting with students by collecting all necessary information through a form and scheduling a meeting once the request is complete.

Usability

Other Software Used

Salesforce Sales Cloud, Informatica Customer 360 for Salesforce, TargetX, from Liaison, Axiom Software by Syntellis Performance Solutions

James Whittemore View profile

Salesforce Administrator in Information Technology at Los Angeles Pacific University (51-200 employees)

Use Cases and Deployment Scope

Our main use of FormAssembly is for our lead form, which we put on our website landing pages and share with our lead vendor. This allows us to have one main front door into our Salesforce org. We also have an internal lead form that our staff use to fill out when speaking to leads on the phone. There are a few other forms and workflows in our organization that I'm excited to eventually move into FormAssembly. This will make the processes easier for both our staff and customers, and improve data integrity as we can connect the forms to Salesforce.

Pros

Easy basic form-building
Easy integration (Salesforce)
Helpful knowledge base

Cons

The option for an occasional call and screenshare would be nice.
Administration and setup (user management, granting access, etc.) could be simpler
While a basic form is easy to build, I wish customization (text, size, placement, etc.) were easier without knowing CSS.
It would be helpful to be able to subscribe to reports - that is, instead of manually downloading a CSV each week, receiving an email with the list of responses specified.

Return on Investment

Our lead form built with FormAssembly has had immeasurable impact on our business as this is our main front door to our CRM. The majority of our leads come through this way.

Usability

Other Software Used

Salesforce Service Cloud, Cirrus Insight

Verified User

Administrator in Information Technology (201-500 employees)

Use Cases and Deployment Scope

The majority of our usage is digitizing our forms, especially without clinical teams. We have Clinical assessment forms like the Braden Scale, Abbey Pain Scale Management, Delirium Screening, FRAT Assessment, Oral Health Assessment, Cornell Scale Assessment, Resident Risk Assessment, Bed Rail Assessment, and so much more. Other usage is for our staff to update their own records without having to log in to Salesforce, which gives them a much convenient way to update their own records.

Pros

Salesforce Integration.
LookUp Fields.
Easy Connectors understanding.

Cons

Easier Page customization.
More Aesthetic templates.
CSS editing isn't for all users.

Return on Investment

Cost Savings - Saved on Ink for printing, storing, etc.
Time and Labor Savings - Time employees saved manually processing, organizing, and filling nearly 97,000 paper forms.
Data Accuracy - Form assembly has validation rules that help with fewer errors and lead to more accurate data vs handwritten paper forms.

Usability

Alternatives Considered

Formstack Forms

Other Software Used

Formstack Forms

Verified User

Engineer in Information Technology (501-1000 employees)

Use Cases and Deployment Scope

Currently we use FormAssembly to provide our customers with a form to manage their orders that involve shipments. They are able to reference previous addresses that they've used, add a new one, review the products they've purchased and then allocate those products to a specific address.

Pros

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.

Cons

The load time is pretty slow whenever we have to make a call back to Salesforce in-between forms. It was so bad that we had to put a module on the screen so that customers didn't think it was broke/stuck.
The workflow option has not worked well with integrating multiple forms and pass information between them. Although we've found a work around by using URLs to connect multiple forms, it would be nice if workflows actually provided that functionality.
Although we appreciate being able to add html, css and javascript, it is extremely cumbersome. I've also lost work multiple times until I learned that I realize that I should do all my work in a separate tools that allows for version control (i.e. VS-Code) and then paste in my final version of the code.

Return on Investment

FormAssembly allows for us to take manual spreadsheet driven processes and standardize them in a scalable manner.
FormAssembly allows for our customers to own a process of sales (print shipment allocations) that previously our reps were burden with.
FormAssembly integrates well with our TechStack.

Usability

Other Software Used

Salesforce CMS, Snowflake, GitHub

Verified User

Director in Information Technology (501-1000 employees)

Use Cases and Deployment Scope

It's great at letting our program participants enter their own data that then flows conditionally to our Salesforce org. We validate data on the front end, in FormAssembly, before Salesforce even sees it.

Pros

Salesforce Connector
Visual branding and theming
Data validation
Response review and tracking
Customer service

Cons

Integrations with other databases (we use Sage Intacct for finance)
More centralized/blanket meta-management of forms
Webinars are often skimpy on instructional content and frequently feel more like commercials
Would be great to establish Salesforce Connector Groups or references that can be applied to multiple forms at once -- it's a pain to reestablish user credentials on each and every single credential when our goal is to use a single service account on all of them.

Return on Investment

We've felt more confident in the data delivered by our form fills
We have learned how to pursue abandoned form fills for completion and compliance
We know we can quickly and easily address many different business needs to prototype or demo a new forms use case