About Form Assembly

FormAssembly is an online form building solution. It helps in managing and designing forms with the help of drag-and-drop form builder. It offers email notifications, an auto-responder, data collection, data privacy and integration. It helps in building, connecting and publishing forms.

FormAssembly’s key features include Salesforce integration, a mobile app, security and compliance. Its professional features include branding options, formulas, standard Salesforce integrations and uptimes. Its premier features include e-signature capabilities, search reports and auto suggestions.

FormAssembly serves sectors such as health care, nonprofit, financial services and higher education. It integrates with Salesforce Marketing cloud, Wordpress, MailChimp...


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Supported Operating System(s):

Web browser (OS agnostic)

26 Reviews of Form Assembly

Average User Ratings

Overall

4.42 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(12)

12

4 stars

(13)

13

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 26 results

June 2018

Mark from Concordia University Portland

Company Size: 201-500 employees

Industry: Higher Education

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

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

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

Pros

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.

Cons

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).

August 2019

Laine from Information Technology and Services

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

August 2019

Great survey tool!

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.

Pros

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.

Cons

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.

January 2020

Bonnie from Live Well. Keep it Simple.

Company Size: 1 employee

Industry: Alternative Medicine

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Customer support

1.0

Functionality

5.0

January 2020

All of a sudden I could not log in and customer service is ghosting.

Currently. Dismal.

Pros

Ease of Use great data collection and analytics

Cons

One day I could not get in. It said my credentials did not match, although they are the same credentials I have been logging in with for 2 years. Stuff happens. I understand, but after multiple attempts to contact the company and get an answer on how to get into my account, I have yet to hear from them.

October 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Robust and flexible form designer

As a nonprofit we rely extensively on volunteers for several dozen initiatives throughout the year. Previous to FormAssembly we would use paper-based or email-based registrations which then had to be manually transcribed into our CRM system. This was a terrible waste of time for users tasked with this. FormAssembly enabled us to convert all of those forms and processes to the web and the form data is stored in our CRM directly, thus enabling users to focus on higher level tasks.

Pros

Ease of building forms either as stand-alone solutions or integrated via Connectors to Salesforce.com Very responsive and knowledgeable customer service.

Cons

Depending on use case, Connectors can be quite complicated and not easy for a novice to figure out even by reviewing existing forms.

Response from FormAssembly

Replied November 2019

Thank you for your review! We appreciate you!

December 2018

Jeff from Calvary Chapel Fort Lauderdale

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

December 2018

Survey tool with Logic!

Pros

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.

Cons

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