Event Recap: FormAssembly’s First Virtual Workshop


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In our first ever virtual FormAssembly workshop on June 30, 2020, we spent some time getting to know some of our customers with a morning of learning, training, and discussion. We talked about different use cases and shared stories about how real customers use FormAssembly within their own organizations. Read on to learn more about the workshop!

How we use FormAssembly

This workshop was hosted by Katrina Garza, Director of Customer Success, Kayla Condello, Knowledge Coordinator, and Raúl Cervantes, Customer Success Manager (former employee). The team presented an interview with Katy Lash, a member of the FormAssembly team who is also a former customer. Katy explained how she used FormAssembly while she worked at her previous organization, Vermont Organic Farmers (VOF).

Katy explained that VOF uses FormAssembly for organic farming applications and certifications. Before they started using FormAssembly, VOF relied heavily on paper forms and manual data entry. She even shared her favorite FormAssembly use case—dashboard forms.

Next, Katrina, Kayla, Raúl, and Katy each shared some of the ways they use FormAssembly’s own web form builder and data collection platform for day-to-day processes on the Customer Success team, including:

  • Training forms
  • Welcome surveys
  • Support intake forms
  • Implementation Services forms
  • …and more!

How our customers use FormAssembly

After our own team members shared their favorite use cases, it was time to hear from our customers. In a poll, customers indicated that they use FormAssembly most frequently for:

  • Salesforce-connected “Contact Us” forms
  • Post-event surveys or event registration forms
  • Application forms
  • Creating placeholder grant requests in Salesforce
  • E-signature forms

After we shared the poll results, we opened up the floor for our workshop participants to share their own use case stories.

More use case suggestions

As you may have learned already, the use case possibilities with FormAssembly are nearly endless. Our team loves to hear about the unique ways our customers have personalized our platform to suit their needs, and this workshop was a great way for real customers to share tips and tricks that other participants may not have considered yet.

If you’re looking to get inspired, FormAssembly’s Template Library provides pre-made forms for a wide range of use cases in all industries. Our templates include stay-in-touch forms, medical release forms, charitable donation forms, and more to help you get the most out of our platform.

Be on the lookout for details on another FormAssembly workshop coming up in August! In the meantime, don’t forget to check out our webinars page for more opportunities to gain form-building knowledge.

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