The FormAssembly Blog
Tutorials, tips, and tricks for secure, streamlined data collection, how to build web forms, and more.
Most recent post:
Categories
![[Webinar Recap] Year of Unlimited: Multiple Salesforce Connectors](https://www.formassembly.com/content/uploads/2019/07/YoU-webinar-3-recap_blog-header-400x250.jpg)
[Webinar Recap] Year of Unlimited: Multiple Salesforce Connectors
As we enter the second half of the Year of Unlimited at FormAssembly, we’re sharing even more insight about our unlimited web form platform and powerful Salesforce integration features. So far, the Year of Unlimited webinar series has been highly-attended by customers...
read more
FormAssembly Funding Press Coverage: July 2019
Keep up with FormAssembly’s press mentions, from guest posts to use case interviews to insightful quotes. Topics range from form building to FormAssembly funding. Follow along with updates on the Press page. Summary: On June 5, 2019, FormAssembly announced a $10...
read more![[Class Recap] Form Builder 4.3-4.4 Retirement](https://www.formassembly.com/content/uploads/2019/07/Form-Builder-Retirement-4.3-4.4_blog-header-400x250.jpg)
[Class Recap] Form Builder 4.3-4.4 Retirement
We recently announced a move to retire older versions of the FormAssembly form builder, including versions 4.3-4.4. Form Builder 4.3 will be retired September 30, 2019, and Form Builder 4.4 will be retired December 31, 2019. Katrina Garza, Director of Customer...
read more
How Financial Services Companies Using Salesforce Marketing Cloud Can Leverage Web Form Questions to Drive Successful Journeys
If you work in the financial services industry, you know the importance of connecting with the best leads and contacts. As you move your business forward with Salesforce Marketing Cloud, you want to invest time in lead routing that converts. Did you know that web...
read more
Heading to TargetX Summit 2019? Here’s What to Look Forward to
TargetX Summit 2019 is just a few weeks away on July 15-16, and FormAssembly is attending! This pivotal event for the higher ed community always offers plenty of opportunities to connect with others in the higher ed space while simultaneously growing your knowledge...
read more
FormAssembly Partner Webinar: 5 Use Cases for Nonprofit Volunteers
FormAssembly will host a joint Partner webinar, "5 Use Cases for Nonprofit Volunteers", on Wednesday, July 31, at 11 a.m. EDT. Maggie Tharp, FormAssembly Creative Manager, and Teri Walker, CEO of CommonTeri Services, will host this informative broadcast. Join Maggie...
read more
TechBridge Helps Big Brothers Big Sisters Metro Atlanta Create Vision for Growth with FormAssembly
The Form AdvocatesTechnical Architect (TechBridge Consultant) Nonprofit Advisor and Marketing (TechBridge, former) Case Study Snapshot Through their partnership with Accenture, TechBridge gives an annual Technology Innovation Award that is meant to transform the way...
read more
Worcester Polytechnic Institute Leverages Web Forms for Event Registration and Beyond
The Form Advocate Director of Undergraduate Enrollment Services Case Study Snapshot Worcester Polytechnic Institute (WPI) was first connected with FormAssembly through the school's partnership with TargetX. At WPI, Undergraduate Enrollment Services encompasses three...
read more
Oxford Streamlines Data Collection Practices with School-Wide Platform Adoption
The Form Advocate Salesforce Specialist Case Study Snapshot Universal platform adoption with Salesforce has had a significant impact on the University of Oxford Saïd Business School’s student data strategies and workflows. Learn how implementing FormAssembly as the...
read more
Multnomah County Uses FormAssembly to Achieve Administrative Success in Business Units
The Form AdvocateCertified Salesforce Platform App Builder Case Study Snapshot The IT Salesforce team at Multnomah County works with several municipal departments. The team is tasked with providing quick, well-built apps and solutions that help deliver services to...
read more
FormAssembly’s Simplicity Provides the Perfect Complement to Cal State East Bay’s CRM Overhaul
The Form AdvocatesMarketing DirectorMarketing CoordinatorManager Student SystemsCase Study Snapshot Prior to choosing an effective CRM platform, campus staff at Cal State East Bay spotted a gap in the school’s ability to collect and gather interested leads. With no...
read more
Economic Change Runs Working Parent Salesforce Training Program, Incorporates FormAssembly
Economic Change is a Salesforce consulting agency that works directly with nonprofit groups within the UK. The agency’s purpose is to help nonprofit groups establish strategic results and clear goals through the use of technology. Heather Black founded Economic Change...
read more
How Financial Services Companies Using Salesforce Marketing Cloud Can Leverage Web Form Questions to Drive Successful Journeys
If you work in the financial services industry, you know the importance of connecting with the best leads and contacts. As you move your business forward with Salesforce Marketing Cloud, you want to invest time in lead routing that converts. Did you know that web...
read more
How To: Set Up Forms with A/B Testing
Note: This A/B testing use case is somewhat advanced use of FormAssembly. If you’re not comfortable editing custom code, you might want to build up those skills before attempting this tutorial. Here is some information from our documentation to get you started. Please...
read more
3 Unique Post-Form Submission Examples Using Notifications, Redirects, & Formulas
After you’ve collected data through a web form, one of the next steps to think about is what you want to happen post-submission. We have many tutorials on how to connect your data with Salesforce and other systems, but in this blog post, we’re presenting three...
read more
What I’m Looking Forward to at NorCal Dreamin’ 2019
If you’re rounding out your summer traveling with a trip to NorCal Dreamin’, one of many Salesforce community events this year, you have a lot to look forward to. These Salesforce events always feature great networking and learning opportunities, as well as...
read more
Year of Unlimited Webinar #3: Multiple Salesforce Connectors on a Single Form
We’re half-way through the Year of Unlimited and still committed to bringing you webinars that address all aspects of how FormAssembly allows users to see unlimited success. If you haven’t had a chance to attend one of these webinars yet, you’ll have several other...
read more
Here’s How We Keep Professional & Premier Plans Secure
Though FormAssembly’s Enterprise and Compliance Cloud plans offer higher levels of online form security and compliance built for industries with stricter requirements such as healthcare, FormAssembly Professional and Premier plans are also secure. No matter what plan...
read more
What I’m Looking Forward to at NorCal Dreamin’ 2019
If you’re rounding out your summer traveling with a trip to NorCal Dreamin’, one of many Salesforce community events this year, you have a lot to look forward to. These Salesforce events always feature great networking and learning opportunities, as well as...
read more
FormAssembly Funding Press Coverage: Thursday, June 6, 2019-Friday, June 7, 2019
On Wednesday, June 5, 2019, FormAssembly announced a $10 million Series A funding from Level Equity, an investment firm based in New York. This is an exciting win for FormAssembly as it is the first infusion of outside capital since its founding in 2006 by Cedric...
read more
FormAssembly Funding Press Coverage: Wednesday, June 5, 2019
Summary: On Wednesday, June 5, 2019, FormAssembly announced a $10 million Series A funding from Level Equity, an investment firm based in New York. This is an exciting win for FormAssembly as it is the first infusion of outside capital since its founding in 2006 by...
read more
The Future of FormAssembly: What Funding Means for Our Platform
FormAssembly announced $10 million in Series A funding on June 5 from the New York-based investment firm Level Equity. With this funding, George McCulloch from Level Equity will join the FormAssembly Board of Directors. This FormAssembly funding announcement marks a...
read more
Getting into the Holiday Spirit on a Remote Team
Happy Holidays! How does your in-office team celebrate the holidays? A Christmas party? A gift exchange? Holiday treats in the break room? On a remote team, it’s not possible for all of us to get together in person to share some holiday cheer, so we do things a little...
read more
How and Why We Work Remotely: The Complete Guide to FormAssembly’s Distributed Culture
At this point, remote jobs aren't that rare anymore. Maybe you’ve worked remotely in the past. Maybe you have a relative or a friend who works remotely. Maybe you’ve just scrolled through #remoteworklife posts on Instagram. But even if you know about remote work, you...
read more![[Infographic] HIPAA Compliance Checklist](https://www.formassembly.com/content/uploads/2019/06/HIPAA-Compliance-Checklist_blog-header-400x250.jpg)
[Infographic] HIPAA Compliance Checklist
HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...
read more
How To: Pulling Images from Salesforce to Display on Your Form
Intro You might have already known that with FormAssembly you can display Salesforce data on website forms, but did you also know you can display images from Salesforce? In this blog post, we are going to take a look at how we can import images from Salesforce to...
read more
FormAssembly and the GDPR: A Pre-Event Refresher
This information is provided as-is, based on our best understanding of the information publicly available and our consultations with our legal counsel. This is not legal advice, and we cannot answer questions about your particular situation. You should consult with...
read more
How to Be Ethical and Responsible When Collecting Customer Data
Data security regulations are growing stronger and more pervasive than ever, meaning business professionals that engage in collecting customer data need to do so in a responsible manner and be aware of any consequences of not properly collecting this data. Whether...
read more
3 Neat Salesforce + Web Form Integration Features You Have to Try
If you use Salesforce, you need a way to get data into your CRM; it’s as simple as that. Web forms integrated with Salesforce (such as the ones we offer) are a great, straightforward way to do that. But beyond simply sending data to Salesforce, you may want to invest...
read more
How To: Custom JavaScript Functions in Calculated Fields
Intro In this blog post, we are going to take a look at how we can use custom JavaScript for forms to expand the ability of our calculated fields. Note: This is a somewhat advanced use of FormAssembly. If you’re not comfortable editing custom code, you might want to...
read moreFeatured Download
Get the eBook: 100 Ways to Use FormAssembly.
Dozens of use cases from multiple industries. Find your next great web form application.
