When you’re new to FormAssembly – or tackling a complex data collection project – it’s normal to wonder how much help you’ll need to get started. The good news? FormAssembly offers tailored onboarding, consulting, and form-building services to support every step of your journey. Whether you’re learning the basics, building something advanced, or just don’t have time to build at all, there’s a service designed for you.
Watch this clip from our annual virtual user conference, FormFest 2025, to learn about our onboarding experience or read on for more information.
What to Expect from FormAssembly Onboarding
FormAssembly’s onboarding services are tailored to each organization’s needs. Whether you come in with a clear use case, or you’re still exploring what’s possible, our onboarding specialists will work with you to build a plan that fits your goals.
Most onboarding clients fall into one of two categories:
- New to FormAssembly: You need to get up to speed on features, train your team, and start building.
- Exploring possibilities: You’re still defining your use case and need expert guidance along the way.
In either case, onboarding is a personalized experience that includes live foundational training, real-time answers to your questions, and recordings you can revisit anytime.
What’s Included in Foundational Training?
Live foundational training covers everything your team needs to feel confident in FormAssembly:
- Admin Dashboard: Learn how to manage users, permissions, and account settings.
- Form Builder: Get hands-on experience building forms and exploring advanced features.
- Connectors: Understand how to integrate with Salesforce and other platforms.
- Workflow: Learn to build custom workflows that automate your data collection process.
Pro Tip: Training sessions are live, so bring your questions! Our implementation specialists often walk through real use cases during the sessions.
The Welcome Call: A Friendly First Step
Every onboarding experience starts with a welcome call – a chance to introduce your team, get to know your implementation specialist, and start shaping your onboarding journey. From there, you’ll stay in regular contact with your specialist for the next two months to ensure everything is on track.
Consulting Services for Technical Guidance
Consulting services can be purchased alongside onboarding or separately. These sessions are ideal for:
- Organizations that already know how to use FormAssembly
- Teams that need guidance on advanced features or specific use cases
- Anyone looking for expert recommendations on best practices
Consulting is a deeper dive into the technical side of things and a great resource if you’re building something complex.
Form Building Services: Let Us Do the Heavy Lifting
Don’t have time to build your forms yourself? Not sure where to start? Our Form Building Services are here to help. After a scoping call with a dedicated advisor, our team will take over the build so you can stay focused on your core priorities.
Quick Tip: These services are perfect if your form involves complex logic, integrations, or workflows and you’d rather leave it to the experts.
Ready to Get Started?
Whether you want to learn, consult, or delegate, we’re here to help you succeed with FormAssembly. Email [email protected] or contact us here – however you reach out, we’ll make sure you get connected to the right services for your needs.
