FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data
The Form Advocate
Rebecca O’Sullivan, Senior Product Manager, Performance Measurement & CRM
Institute for Humane Studies
Case Study Snapshot
The Institute for Humane Studies (IHS) migrated to FormAssembly in 2016. They previously used tools that helped their administrative processes but could not integrate with their Salesforce CRM. To better streamline registration, survey, and donor processes, they switched to FormAssembly and started to rely heavily on the Salesforce Connector.
“We love FormAssembly. Our organization has honestly been transformed by FormAssembly,” said Rebecca O’Sullivan, Senior Product Manager at IHS.
About the Institute for Humane Studies
- Works with thousands of scholars on hundreds of campuses nationwide
- Promotes a culture of free speech and open inquiry on college campuses
- Partners with professors to advance higher education’s core purpose of intellectual discovery and human progress
- Believes classical liberal ideas are the foundation of a just, peaceful, and prosperous world
First Year Using FormAssembly
responses on first form established in 2017
Total survey responses collected
No Bridge to Salesforce
Although IHS had systems in place to help with their form and event needs, O’Sullivan described the past steps as cumbersome. The lack of Salesforce integration created multiple steps that bogged down workflows and hindered overall progress. Moreover, they found that manual data entry was not a good fit for their organization or employees.
A Web Form Solution that Easily Connects
With FormAssembly, the Institute for Humane Studies has been able to scale their programs and to continue their upward growth. With work hours and manpower saved, they’ve been able to expand their reach and impact around the country. Additionally, as a nonprofit organization that doesn’t specialize in custom code, they’ve still been able to grow due to FormAssembly’s easy-to-use features and user-friendly interface.
FormAssembly’s unmatched Salesforce integration was a huge selling point for IHS as they sought ways to update their organizational data in real time. By using FormAssembly, the organization can also provide access to individuals in their network, such as faculty members, who need access to program enrollment data. To avoid exporting large reports, staff can send prefilled URLs to faculty, who can then see live data.
IHS relies heavily on FormAssembly’s Prefill Connector for their registration forms. The tool comes in handy as they match up campaign IDs and as they verify existing Salesforce contacts for universities and registrants. By leveraging the Prefill Connector in conjunction with conditional fields, they can also communicate in the form whether a program is already at capacity.
“Once you know how the Prefill Connector works, the world is your oyster,” O’Sullivan said.
As IHS began their form-building journey, their staff leveraged FormAssembly’s Customer Support team to help navigate any questions or quirks that they experienced during setup. The extensive collection of documentation and resources available also helped as questions came up.
“Customer support has been phenomenal; that’s what I tell people when I’m sharing about FormAssembly,” O’Sullivan said.