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, AWeber, PayPal, Stripe, FreshBooks, Google Sheets, CAS, Microsoft Excel, CyberSource and more. Pricing of the product is based on a monthly subscription, and support is extended via an online help desk. It is available for iOS and Android devices.



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Supported Operating System(s):

Web browser (OS agnostic)

17 Reviews of Form Assembly

Average User Ratings

Overall

4.41 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(8)

4 stars

(8)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-17 of 17 reviews

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June 2018

Mark from Concordia University Portland

Company Size: 201-500 employees

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).

April 2019

Joshua from BuildingConnected

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Best form tool for using with Salesforce

FormAssembly is my go-to tool when I need to create a form that can push data into Salesforce. It offers great flexibility as to how the data gets pushed into salesforce and also allows you to pull data from Salesforce to have it populate the form as someone is filling it out.

Pros

Easy to Setup and use
Great and responsive support
Flexible integration options with Salesforce
Ability to prefill forms with data before form loads
Good documentation
Many options for publishing forms

Cons

Error messages don't provide enough information at times to figure out what is wrong

March 2018

Abigail from United Way of Greater St. Louis

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Versatile form builder but has a learning curve

Pros

There's a lot to learn with FormAssembly. It's a lot of poking around, self-teaching and trial and error. That said, I use FormAssembly's customer support quite a bit and am pleased to say that they are phenomenal to work with. They're always willing to walk you through troubleshooting or point you to a resource that can assist.

Cons

FormAssembly isn't the most intuitive. It takes a while to learn the tool and menu bars. Though the functionality is high, I feel the forms we build always look a bit plain and amateur. They offer templates, but I feel designers that know CCS could take this software to the next level. Lastly, a tiny quirk: If you highlight all of the text in a text box and you hit delete, sometimes it backs you out of the form and doesn't save your progress. It's minor but frustrating.

February 2018

Alexandra from International Studio & Curatorial Program (ISCP)

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

February 2018

Gathering important information made easy

Organized data input from external sources.

Pros

I love that I can create surveys on Form Assembly that make it very easy for the people completing the surveys to fill out. I get all of the information that I need in a clean and organized way!

Cons

If you make a question that is multiple choice, "radio buttons," and want to have multiple questions with the same answer options, it is possible. However, if you later want to go back and edit the questions present, or add one, the answers get completely screwed up. Unless you delete and re-enter the questions and answer choices, the formatting will be completely off.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Great for custom forms

Pros

Getting feedback from our customers on various items

Cons

I have not found anything I particularly dislike about FormAssembly

March 2018

Krystal from Society for Science & the Public

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

March 2018

Wonderful software that allows you to create forms for quickfire campaigns.

Pros

I like that this product easily integrates with our accounting program. Also, it allows various campaigns and appeals to be created to maximize fundraising responses.

Cons

Attaching metadata can be a bit difficult, it would be helpful if there were more information on tagging metadata in the knowledge-base.

April 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

April 2018

Great simple forms!

Pros

Form Assembly is great for building basic forms that integrate seamlessly into Salesforce and are able to take payment.

Cons

We had some issues with forms not accepting payment and were not notified right away, which was missed money!

October 2016

Paola from Prime Time Palm Beach County

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

LOVE FORMASSEMBLY

I have had only wonderful experiences with Form Assembly. Great GREAT Customer service. They work with non profits which is a super plus!

Pros

Great Customer service, great intregration with salesforce, reasonable fee

Cons

didnt find it sooner

December 2016

Dale from Dayspring Technologies

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2016

The best form solution with great Salesforce integration

If you want a form solution, you have to go with Form Assembly. The Salesforce integration is powerful and it can be used for so many things.

Pros

Great features, dependable, powerful, easy to use.

Cons

They just raised their prices

May 2017

Megan from Tradesmen of New England

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

May 2017

Endless possibilities

Pros

So easy to customize and make into a variety of use cases. Love that it integrates directly with Salesforce, giving us the capability we could not do out of the box with Salesforce.

Cons

A bit overwhelming at first to learn the terms and how to integrate, but support was there to assist.

December 2018

Jeff from Calvary Chapel Fort Lauderdale

Company Size: 201-500 employees

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.

October 2016

Siobhan from Colorado state university

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

October 2016

FormAssembly

Overall, pretty great. However, there are some enhanced features I'd like to see added such as the ability to customize the thank you message when the form is submitted based on how certain fields were answered within the form. For example, if the form was used for an event, I'd like to have a different message for those who weren't coming versus those who RSVPd yes.

November 2016

Cristy from Midtown Educational Foundation

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2016

FormAssembly for SalesForce

This is a great basic if you want to work with website integration with SalesForce. They are in the midst of growing and right now their support system is changing and so is their pricing. However, in my recent dealings with them, they are fantastically responsive. This is a great option for non-profits on low budgets. I have no complaints.

October 2016

Allen from Columbia Business School

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2016

Form Assembly with CAS authentication for Higher Education

We tested the uses of Form Assembly with our CAS authentication system to restrict the use of a form to certain members of our population. The setup had one hickup but the tech support fixed it with great communication. The restriction requires the use of a formula which may deter some users.

Pros

Online instructions and video. Communication with Tech support

Cons

Formulas for CAS authentication restriction.

November 2016

Dave from JFF

Review Source: Capterra