Frequently Asked Questions

Web Form Creation

What kind of form can I create?
Almost any kind of custom HTML form. For instance, you can build survey questionnaires with complex branching logic, multi-page data-entry forms, client feedback forms, simple contact forms, web order forms, online registration forms, and more!
What kind of form can I not create?
Forms asking for login credentials or any sensitive information like a Social Security number or passport number will be automatically disabled. You will need to contact us and go through a review process to ensure that the use of the form is legitimate and appropriate. You can learn more about our moderation practices here.
Do I need to know HTML or programming to use FormAssembly?
Not at all! Our service is designed to be easily accessible to anyone, regardless of your technical skill set. You can design HTML web forms without any coding knowledge.
Is there a limit to the length of one form?
Technically, yes, but you'll probably never reach it. Users have created forms that contain hundreds of fields without any problems.
Can I embed the form on my site?
Sure! You can easily embed forms to your website by pasting the provided HTML code, or by using one of our other advanced publishing methods.
I don't have a website. Can I still create a form and receive the responses via email?
Yep, we'll host the form for you. The web address will look like this: http://tfaforms.com/12345 (where 12345 is a unique identifier for your form)

Data Processing

Where is the submitted data stored?
Your data is safely stored in our database. You can export it at any time, or browse through it using our web interface.
Can I receive the data in my email?
Yes, you can receive a customized email notification each time a response is submitted.
Can the person who submits the form receive a confirmation email?
Yes, we can send a customized email to that person on your behalf.
Can my users submit/upload files with my form?
Yes. The total upload size cannot exceed 20MB per submitted response. The number of files you can receive is not limited at this time.
Can I create a form to process payments?
Yes, as long as you use our approved payment solutions, such as PayPal or Authorize.Net.
Can I add e-signatures to forms?
Yes, if you’re on the Premier or Enterprise plan, people can easily sign forms with the e-signature feature.
Can I use your processing service with my own forms or do I have to use the Form Builder?
Our service is designed to work with forms created with our Form Builder, but you're free to further customize the form's HTML.

Security, Privacy, and Reliability

Who owns the data collected on our behalf? Are you selling it to anyone?
TRUSTe privacy certification and TRUSTe European Safe Harbor certification
We do not claim any ownership on your data. We act as a facilitator only. We will never share or sell your data to any third party. Our privacy policies are certified by TRUSTe for compliance and transparency.
Do you comply with the EU Safe Harbor Framework?
Yes, we comply with the EU Safe Harbor framework as set forth by the US Department of Commerce regarding the collection, use, and retention of data from the European Union.
How reliable is your service?
To get real-time and historical data on our uptime, please visit our service status site. In 2014, our uptime was 99.98%.
Do you keep backups?
Yes, we do daily backups and daily monitoring on our infrastructure. We use a reputable and reliable hosting provider (SoftLayer Technologies, Inc.) and state-of-the-art datacenters.
What is your retention policy? Is my data deleted when I cancel my account?
Your data will remain available for as long as you have an active account with us. Your data is taken offline once you delete your account, but it may remain stored in backups for up to two years. Customers on our Enterprise Plan may ask for a custom retention policy.

Accessibility

Are your forms compliant with Section 508?
Yes! FormAssembly forms are designed to be accessible with assistive technology, so anyone can use your web forms. See our Compliance Statement and Voluntary Product Accessibility Template for more details.

Languages and Internationalization

What languages do you support?
FormAssembly delivers web forms localized in over 30 languages. This means that the form and any text (such as validation error messages) that may appear while your visitors are filling out the form will be displayed in your native language. For the complete list of supported languages, visit our localization page.
My language isn't listed. Can you support it?
Yes! You can help us by providing a translation.
Do you support non-Latin character sets (e.g. Greek, Cyrillic, Arabic, Hebrew, kanji)?
Absolutely. All data is processed and stored in the Unicode format (UTF-8). Your forms will work just fine.

Support

Do you provide phone support?
No. We provide free and unlimited support through our support request system. We do our best to answer as quickly and as thoroughly as possible, without canned answers or runarounds.

You can also search the Knowledge Base for questions not specifically related to your account.
How can I get more help?
If you need expert help with your FormAssembly forms, check out our Partner Directory for consulting, web development, and web design services! Our Partners are happy to assist you with anything from small details to large-scale projects.

If you'd like to offer your expertise and partner with FormAssembly, you're welcome to enroll in our Partner Program.

Documentation

Do you have documentation or a Knowledge Base?
Yep! Here's our Knowledge Base.

For quick tips and tutorials, check the blog. For updates, follow us on Twitter, Facebook, and LinkedIn.

Suggestions and Feedback

What if I want to suggest a new feature or improvement?
We welcome your feedback in our UserVoice forum! You can also vote on the most useful ideas. We'd love to hear how we can make FormAssembly better for you.

Pricing and Billing

How much does it cost?
See our plan comparison page.
Can I try this service risk-free?
Yes! You can sign up for a 14-day free trial, no credit card required. There's no contract, and you can cancel your account at any time.

If you're a Salesforce user, you can also try our free, full-featured test drive.
How will I be billed?
You'll be charged when you enter your payment information for your plan. Plans are monthly recurring charges. If you pay with a credit card, the charge will appear as "Veer West LLC" on your bank statements.
Can I submit a purchase order or pay by invoice?
For the Basic, Professional, and Premier Plans: We can only accept payment with a credit card (Visa, MasterCard, or American Express).

For the Enterprise Plan: A credit card is required for a month-to-month Enterprise Cloud account. We accept purchase orders and we can invoice you only for an annual subscription to Enterprise Cloud, or an Enterprise On-Site license.
How do I cancel my account?
You can cancel your account at any time. Just login to your account, click My Account ➜ Plan ➜ Cancel your account. You won't be charged again once your account is canceled.
Can I get an invoice for the charge?
Paid invoices are available for your account once your credit card has been charged. Log in to your account and click My Account ➜ Plan. The invoices will be listed near the bottom of the page.
Do you have special discounts for nonprofits?
We're happy to offer 20% off to nonprofit customers across all our plans!

Basic Plan

How many responses can I get with the Basic Plan?
There's no limit to the number of responses or forms you can have under the Basic Plan.
How much does it cost?
The Basic Plan costs $28 per month. Check out our plan comparison page.
Is there a contract?
Nope, there's no contract and you can cancel at any time. Please note that cancellation is immediate and that there is no refund for any remaining time.
Can I pay every year / annually, instead of every month?
Sure! Sign up for the desired plan first and then open a support request (in the Support tab) to request the new billing schedule.

Please note that we cannot offer a pro-rata refund if you choose to cancel your account before the end of the year.

Professional Plan

What's the difference between the Professional Plan and the other plans?
The Professional Plan offers all the features available in the Basic Plan, plus advanced customization and branding options, such as personalized emails and landing page routing. You can also access sophisticated tools to integrate your web forms with other apps like Salesforce, Google Apps, PayPal, FreshBooks, custom remote scripts, and more.
How much does it cost?
The Professional Plan costs $59 per month. Check out our plan comparison page.
Can I pay every year / annually, instead of every month?
Sure! Sign up for the desired plan first and then open a support request (in the Support tab) to request the new billing schedule.

Please note that we cannot offer a pro-rata refund if you choose to cancel your account before the end of the year.

Premier Plan

What's the difference between the Premier Plan and the other plans?
The Premier Plan offers all the features available in the Professional Plan, plus advanced Salesforce prefilling, e-signatures, ExactTarget integration, and payments with Authorize.Net and CyberSource.
How much does it cost?
The Premier Plan costs $130 per month. Check out our plan comparison page.
Can I pay every year / annually, instead of every month?
Sure! Sign up for the desired plan first and then open a support request (in the Support tab) to request the new billing schedule.

Please note that we cannot offer a pro-rata refund if you choose to cancel your account before the end of the year.

Enterprise Plan

What's the difference between the Enterprise Plan and the other plans?
The Enterprise Plan is designed for larger organizations and professionals who need to manage multiple users in a dedicated and customizable environment. The Enterprise Plan allows you to:
  • Add, remove, and manage accounts for form creators using a centralized administrative interface.
  • Define roles and permissions and set up an optional approval process before forms can be published.
  • Manage your own dedicated template library and list of form themes.
  • Brand the application.
  • Develop custom plugins and connectors to integrate with your information system or preferred services.
Can I downgrade from Enterprise to other plans?
FormAssembly Enterprise accounts are hosted on their own dedicated and isolated environment and are not compatible with other plans. Therefore, you cannot downgrade from Enterprise to another plan.
How much does it cost?
The Enterprise Plan starts at $250 with 3 users + $99/user per month (USD). Volume discounts are available. Visit our Enterprise pricing page for more information.
Can I be invoiced? Do you accept purchase orders?
A month-to-month Enterprise Cloud account requires a credit card. We accept purchase orders and we can invoice you only for an annual subscription to Enterprise Cloud, or an Enterprise On-Site license. Click here to request a quote.

Licensing Information

Can I install FormAssembly on my own server, and store the collected data in my own database?
Yes! Check out our Enterprise On-Site Edition.

PayPal Integration

How does the PayPal integration work?
The PayPal Connector allows you to create PayPal order forms so that you can easily collect payments with your web form. You can see our step-by-step tutorial on how to set up a simple registration form.
What are the requirements?
You'll need a FormAssembly account (Professional or higher) and a PayPal account (Premier or Business account recommended).
What are the limitations?
PayPal integration is better suited for simple situations, where:
  • You sell only a few different items.
  • Prices and quantities are either fixed or derived from the form data using simple calculations.
  • Shipping & handling fees and taxes are applied to the total price.

Here are a few examples:
  • Selling intangible goods such as music (mp3), software, and e-books.
  • Charging a membership or an admission fee.
  • Charging a flat fee for consulting services.
  • Accepting donations.
  • Selling physical goods, to the extent that inventory is not an issue.
Do my customers need a PayPal account? Can they pay using a credit card?
If you have a PayPal Premier or Business account, your customers can pay using a credit card once they reach the PayPal site, even if they don't have a PayPal account.
Can I create PayPal subscriptions or collect recurring payments?
Not at this time. Our PayPal integration only covers one-time, "pay now" transactions.

Salesforce Forms

How does the Salesforce integration work?
FormAssembly is a Certified AppExchange Partner, making it easy for you to create Salesforce Web-to-Lead, Web-to-Case and Stay-in-Touch forms. We leverage the Salesforce API and our web form creation and processing technology to make it easy to create and update any record in Salesforce. For more information, check out our AppExchange listing.
What are the supported Salesforce editions?
We support the Group, Professional, Enterprise, and Unlimited editions of the Salesforce CRM and Force.com products.
Is this secure? Do I need to share my Salesforce credentials with you?
Yes, it's secure, and you do not need to share your own Salesforce credentials with us.

We recommend that you create an API-only user, with limited permissions (see our documentation). We'll use these credentials in our API calls with Salesforce.

We also support Single Sign-On, meaning that you can access our application from your Salesforce account without sharing your password with us.

As a Certified Partner, FormAssembly meets the high standards set by Salesforce in terms of information security and operating policies. The annual certification review includes a thorough audit of our systems to ensure that your data and your API credentials are securely handled. We use a 256-bit encryption mechanism to store your API credentials, and all API transactions are performed over SSL.
What kind of Salesforce object can I work with? Does it work with custom objects?
We support all the objects, including custom objects, that are available in your Salesforce instance and to which you grant us access.
Can I update existing records in Salesforce?
Yes! See our documentation for more information.
Can I upload files to Salesforce?
Yep, you can attach files (attachment objects) to most Salesforce objects, including Leads, Cases, Contacts, or Accounts.

Google Apps Integration

How does the Google Apps integration work?
We rely on several Google APIs to request authorization, write new data to a Google Spreadsheet, or publish your form to your Google Site. We match the functionalities of a Google Spreadsheet form and provide many more useful features.
Do I need to install FormAssembly from the Google Apps Marketplace?
It's a practical way to sign up for FormAssembly and enable Single Sign-On, but it's not mandatory. You can still use our Spreadsheets integration and Site publishing if you don't use the marketplace or if you don't have a Google Apps domain. Just sign up directly on our website!
What are the requirements?
You'll need a Google account or a Google Apps account. Google Spreadsheets integration requires our Professional Plan. Google Site publishing and Single Sign-On are available on all plans.
What is Single Sign-On?
If you're already logged into your Google account, it's a quick and convenient way to access your FormAssembly account without having to authenticate again.
Do I need to share my password with you?
Nope, we don't need your password. When you grant us access, Google only shares with us a unique authorization token. This token allows us to perform our API requests. You can also revoke our access at any time from your Google account.
Why do you need read/write access to my documents?
In order to write your data to the spreadsheet you designate, we need you to grant us this read/write permission. Unfortunately, Google doesn't offer a way to request more restricted access. Note that you can revoke our access at any time, while keeping your FormAssembly account and Single Sign-On privilege.
Why do you need read/write access to my Google Site?
We need this access to create new pages on your Google Site to host your web forms. A full read/write access is more than what we need, but Google doesn't offer a way to request more restrictive permissions at this time. Again, you can revoke our access at any time.
What is your Google Apps deletion policy?
When you delete FormAssembly from your Google Apps, you revoke any permissions you granted us, and single sign-on is disabled.

Your FormAssembly account remains active and is accessible independently at http://app.formassembly.com. If you're on a recurring paid plan, you'll continue to be charged for your account on the usual schedule.

See also: how to cancel your FormAssembly account and our data retention policy.

FreshBooks Integration

What is FreshBooks?
FreshBooks is an online invoicing and billing service provided by 2ndSite Inc. You can use FreshBooks to invoice customers, track time, and organize expenses.
How does the integration work?
You can create forms with FormAssembly that, thanks to the FreshBooks integration, will automatically send out estimates or invoices to your customers. For instance, a customer could order your product or service by filling out your form. Once your customer submits the form, an invoice is automatically created, and your customer can pay you online. You can read more about our FreshBooks integration and possible use-cases.
Do I need to share my FreshBooks password with you?
No. We rely on the OAuth authorization protocol, which lets you grant and revoke our access to FreshBooks without having to share your login or password.
What access will you have over my FreshBooks account?
Once you grant us access, we use the FreshBooks API for three purposes:
  1. Query your list of clients to see if there's an existing client matching the information collected with your form.
  2. Create a new client record if needed.
  3. Create the desired estimate, invoice, or billing profile records.
We do not access any other information and we do not store any information retrieved from your account.
What are the requirements?
You'll need a FreshBooks account and a FormAssembly Professional Plan or higher.

Integration with Custom Remote Scripts

What are remote scripts?
The HTTP Connector allows you to automatically forward submitted data to any remote script, using the HTTP protocol (the same protocol used when a web form is submitted).

This can be used to integrate with many third-party services like HubSpot, MailChimp, or even Twitter. In fact, with the HTTP Connector, any service that relies on a web form submission can work with FormAssembly!

This connector is also particularly useful if you already have a form set up and you need to keep using your server-side script. FormAssembly will act as the "middle man," processing your form and delivering all its advanced features, and then forwarding the data so that your existing business process remains uninterrupted.
What are the requirements?
You'll need our Professional Plan. It is also assumed here that you already have or will develop and host the remote script.
What are the supported protocols?
We support the GET and POST methods of the HTTP protocol, with an optional HTTP Basic Authentication.