Worcester Polytechnic Institute Leverages Web Forms for Event Registration and Beyond
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 main areas, including Undergraduate Admissions, Financial Aid, and Pre-Collegiate Outreach Programs. Adam Epstein, Director of Undergraduate Enrollment Services, focuses on supporting the various offices through Salesforce, marketing, and higher ed business processes. FormAssembly helps drive these important efforts.
“We’re working to make the work of all those areas as efficient as possible,” Epstein said.
- 4-year private university located in Worcester, MA.
- Primary focus is in the STEM fields (Science, Technology, Engineering, Mathematics).
- Heavy emphasis on project-based and collaborative learning methods.
offices supported by FormAssembly
internal form responses collected since August 2018
active web forms in use
Outdated processes have a negative impact on customer expectation
- Manual administrative processes across various offices.
- Long delays and turnaround time for simple tasks.
- Frustration with improper or outdated technology.
Smart web forms create better experiences for students and staff alike
“When we’re able to focus on higher value work, that’s where the end user’s eyes really open up,” Epstein said.
WPI leverages FormAssembly’s Salesforce Connector to update and send form data to the university’s CRM in real time. This powerful integration is a popular selling point for many collegiate users whose goal it is to remove data silos from higher ed business processes.
FormAssembly’s Prefill Connector helps WPI achieve the high levels of customer satisfaction that staff strive for daily. The Prefill Connector pulls known information from Salesforce into the form and enables staff to pass parameters through the URLs. This then matches back to the correct record in Salesforce upon submission.
“This is really important because when we know something about somebody, we shouldn’t ask them again,” Epstein said.
FormAssembly’s E-Signature capability is useful for offices like Financial Aid, where verification is needed for personal documents. Allowing the student to sign electronically eliminates many extra steps involved in paper processing.
This is really important because when we know something about somebody, we shouldn’t ask them again
WPI uses branded web forms to power event registration
One of the primary uses for web forms at WPI is event registration. FormAssembly makes it possible for attendees to submit their registration information and RSVP. That data is then moved seamlessly to Salesforce for consistent and up-to-date records.
Staff and student workers use FormAssembly forms for data entry
WPI also uses FormAssembly to remove the stress of manual data entry. Moreover, there is no need to navigate to different places within the CRM. This process produces quality-controlled results that are not time-consuming for staff.
“We have forms that are allowing our team to input student data into consistent and validated forms,” Epstein said.
WPI builds forms to collect information for highly-attended summer programs
The university holds special summer events for rising 11th and 12th grade students. These programs are application-based, making them perfectly suited to web form registration. The school can collect information pertaining to housing, dietary restrictions, identification cards, and other relevant data. All of this integrates directly to Salesforce, which makes it easy to locate the right information when questions come up.
“It’s giving [applicants] a better branded experience, and an easier mechanism to give us the information,” Epstein explained.