FormAssembly

FormAssembly for Training Applications and Grantmaking

Commentaires : Overall, FA is a highly functional and customizable tool to use in conjunction with Salesforce NPSP. There is a steep learning curve to be able to use all the functionality, but FA has good training and documentation, as well as customer service who help out when we hit a wall. We couldn't do what we do without it.

Avantages :

The functionality: FA allows us to prefill the forms with relevant user data, customize forms so we get exactly the information we need, transfer the data captured to Salesforce, review and score applicants within the form and then transfer scoring data to a Salesforce dashboard for selection process.

Inconvénients :

It is incredibly frustrating that FA hasn't implemented an auto-save feature for form users! Although we do instruct users to use the Save and Resume feature, we still have issues due to international internet instability and people losing data.

FormAssembly Review

Commentaires : We use FormAssembly to do everything, from event registration to large-scale annual surveys.

Avantages :

FormAssembly has a pretty easy to use integration with Salesforce that has made our lives easier when it comes to reducing time on data entry. There are also many features in fairly low priced tiers in FormAssembly, which makes scaling survey operations without spending a lot of money easy.

Inconvénients :

Not all of the text fields are change-able, so sometimes getting the form to look exactly like you want takes time and/or is not possible (e.g., changing the font in question subtext)

Survey tool with Logic!

Avantages :

I love the Form logic options that this tool offers. You can easily have it skip questions and whole sections based on the answers the respondent gives.

Inconvénients :

The UI isn't very wow inspiring like other Form tools that I have used. It is very functional though.

Great survey tool!

Commentaires : FormAssembly is a great tool to use to design, build, and send surveys to customers. It is able to connect with CRM software to be sent automatically as well, and the responses are automatically recorded in the CRM. FormAssembly also has reporting capabilities, which make it useful to see metrics on each question/response, response rate, etc.

Avantages :

I like Form Assembly's user interface - it is very easy to design a survey and connect with Salesforce (speaking from a back-end point of view). There are many types of question formats to choose from (picklist, multi-select checkbox, open-ended) and validation rules that you can implement to make sure the end-user is filling in the information correctly.

Inconvénients :

After setting up the connection with Salesforce, it was a bit difficult for my client to go in and edit form fields as necessary - they ended up breaking some things. The complexity could be toned down and made more everyday-user friendly.

Simple form publisher gives non marketing/web design staff the ability to create and publish forms

Commentaires : Easy to use and set up. Was up and running within hours. Seamless integration into the CRM saved time and resources on data entry.

Avantages :

Easy to use with a drag and drop interface. Easily connects to our CRM (Salesforce) to create new records instantly. Branching logic allows you to build a single form for multiple audiences. Hidden fields allow for tracking and segmentation in the CRM. Ability to collect payment, save forms and return to them and many more. Customer service is responsive via email and even social media. User community is willing to share best practices, ideas, and help problem solve.

Inconvénients :

Would like to see more reporting ability directly out of Form Assembly. Within a form where the field is a date field, I would like the ability to restrict users from selecting certain dates (like weekends for appointments, etc).