FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Very excited for things to come.
What do you like best about the product?
I have always appreciated the support team at FormAssembly. Beth, our account rep, is great to work with. The Dev team is always improving their product with new and improved features. I am very excited about what is coming. When I was assigned to learn this application, I found it easy to learn and use.
What do you dislike about the product?
Being on the legacy platform, the visible working space was hard to work with. But now after the revamp, the working area is looking great.
What problems is the product solving and how is that benefiting you?
FormAssembly is helping us with Speed To Lead. Being integrated with Salesforce, we can acquire all the relevant data and start campaigns immediately.
FormAssembly Review
What do you like best about the product?
What I like most about FormAssembly is it's customization aspects and how it is able to integrate seamlessly with other systems.
What do you dislike about the product?
The only thing I could complain about this system is when human error comes into play and I can't build out a validation rule.
What problems is the product solving and how is that benefiting you?
FormAssembly is providing us with a way to administer forms while also collecting the information the forms provide and automatically transferring it to our CRM platform.
The most powerful tool that I use day to day in Salesforce
What do you like best about the product?
Clear documentation, fast and friendly chat support, easy implementation and well documented updates. Regular additional training and update information available through the company. Does some real magic that we love to utilize the system for.
What do you dislike about the product?
Email support is difficult, especially compared to chat support (which is phenomenal). The tool is incredibly powerful, so it feels complicated at times. I feel at times that I want to carve out a day to work in FormAssembly, but my schedule doesn't allow the big blocks of time that are required for bigger efforts. It is hard to take a big effort in FA and carve it up into tiny pieces.
What problems is the product solving and how is that benefiting you?
Reduces the need for my employees to do data entry and gives them the power to do the auditing side of data entry.
FormAssembly helps to feed people in Eastern Massachusetts
What do you like best about the product?
Almost unlimited flexibilty to meet needs of data collection.
Submitting data to objects Saleforce is super easy and flexible when using formulas.
Ability to 'brand' the web forms to match our corporate brand at www.gbfb.org.
Support is great as are the on-line help documents.
Submitting data to objects Saleforce is super easy and flexible when using formulas.
Ability to 'brand' the web forms to match our corporate brand at www.gbfb.org.
Support is great as are the on-line help documents.
What do you dislike about the product?
At this time we have not found any showstoppers with any of our form designs.
Missing a Connector to NetSuite
Missing a Connector to NetSuite
What problems is the product solving and how is that benefiting you?
As a food bank we interact daily with the 500+ food pantries to collect data from them that allows us to better serve them.
Reliable and would recommend
What do you like best about the product?
Reliability and connects well with our CRM and website-building tool.
What do you dislike about the product?
It is pricy, but after seeing how reliable, the price is right.
What problems is the product solving and how is that benefiting you?
we were previously using WP forms which did not connect to our Salesforce wich cause loss of revenue and time
Form Assembly makes gathering information a breeze
What do you like best about the product?
I like that we can make each form unique and customizable to our events. We can change background images, colors, just about anything we want with a few simple clicks.
What do you dislike about the product?
I wish some of the connection pieces between the form and our CRM would save across forms. Something along the lines of a basic connection setup and then have the option to tweek it as needed would be wonderful!
What problems is the product solving and how is that benefiting you?
FormAssembly gives us a hands-free approach to collecting lead and prospect information, as well as gather what is needed for event registrations. The fact that the data drops right into our CRM is priceless!
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.
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