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Tutorials, tips, and tricks for secure, streamlined data collection, how to build web forms, and more.
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Product Update: Our New and Improved Dynamic Picklists Feature
Customers love our Salesforce Dynamic Picklists feature, which makes it possible to create drop-down menus on forms that pull options directly from Salesforce picklists or lookup results. Inspired by valuable insight from our customers, we’ve released some big...
Upcoming: Get a Closer Look at FormAssembly with the Demo Webinar Series
Want to see our all-in-one web form builder and data collection platform in action? Join us for the FormAssembly January 2020 demo webinar! We’ve put together our new demo webinar series to provide a closer look into the platform so many organizations use and love for...
Submit Your Forms for Webinar #1 of the 2020 Form Review Masterclass Series
In 2018 and 2019, our Form Review Masterclass webinars have been some of our most popular. Each webinar in this series provides opportunities for real-world customers to gain professional feedback on their own forms from our form-building experts. Because the series...
Collecting Data and Growing Your Business in 2020
Our first webinar of 2020 is coming up! Join Katrina Garza, FormAssembly Director of Customer Success, and Jordan Schartz, Enterprise Account Executive on January 21, 2020 at 2 p.m. EST to learn best practices that will set you up for data collection success in the...
How We Celebrate the Holiday Season with a Fully Remote Team
Happy Holidays from your friends at FormAssembly! As a fully remote team, we may not be able to gather for the traditional holiday party or potluck office lunch like the traditional workplace. But, we’ve figured out how to celebrate with remote employees for the...
FormAssembly Teammate Highlight: Joey Owens-Barham
It’s time for another FormAssembly Teammate Highlight! Throughout this series so far, we’ve introduced and learned more about several members of the FormAssembly team. For this highlight, we’re getting to know Joey Owens-Barham, Director of Talent and Culture at...
PASA Leverages FormAssembly’s Robust Features and Security to Save Thousands
The Form AdvocatesSystems Analyst & Change Catalyst Case Study Snapshot We recently sat down with Christina Kostelecky, Systems Analyst at the Pennsylvania Association for Sustainable Agriculture (PASA), to learn how her organization implements web form systems on...
Cornell University Tackles Complex Application Processes with Advanced Web Forms
The Form Advocate Salesforce Administrator, Cornell University Johnson College of BusinessCase Study Snapshot At Cornell University, a talented team of Salesforce administrators oversees the day-to-day CRM operations for the SC Johnson College of Business, which...
Grounded Solutions Network Leverages FormAssembly for Affordable Housing Initiatives
The Form Advocate Technology Solutions Specialist Click the screen capture below to see a demonstration of the government survey dashboard process using web forms. Case Study Snapshot Larry Rose serves as Technology Solutions Specialist for Grounded Solutions Network...
Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Programs
The Form AdvocateDirector of Information SystemsDownload your copy of theSpark case study!Case Study Snapshot Michael Kolodner, Director of Information Systems at Spark, shared how FormAssembly allows Spark to streamline their data collection processes. The...
FormAssembly Advances GiGi’s Playhouse Nonprofit Data Collection
The Form AdvocateChief Information Officer Case Study Snapshot GiGi’s Playhouse was founded as a way to address any negative assumptions that parents and families encounter after receiving a Down syndrome diagnosis. The organization’s mission is aimed at celebrating...
FormAssembly Provides Promontory Network with Hassle-Free Data Collection
Form AdvocatesBen Thompson Senior Management of Enterprise Development TeamBobby McDaniel Director, Marketing Technology & AnalyticsDuring the Year of Unlimited at FormAssembly, we want to highlight the many ways that customers across all industries take advantage of...
Stay Secure and Compliant with these Financial Services Data Privacy Tips
The financial services industry deals with some of the most sensitive and most often exploited customer data out there. Whether your financial services organization processes payments or manages tax information, it’s absolutely crucial to adhere to the highest...
FormAssembly Marketing Use Case: Prospect Journey Builder Form
Marketing teams know how important it is to understand the journey their prospects take when interacting with a brand. With marketing platforms like Pardot, you can score the activities and steps that prospects take in their journey to become a customer. It’s...
Protecting Your Cause: Data Privacy for Nonprofits
Nonprofit organizations serve communities by providing healthcare, education, housing, and so much more. Data collection and management is a major component of running a nonprofit, whether collecting donations or registering volunteers. However, failing to meet...
How to Use Data to Improve the Lives of Students and Faculty
The benefits of secure, quality data collection within institutions of higher education are endless. Colleges and universities can track data on degree completion, admissions, recruitment, and so much more in order to help improve experiences for students and faculty....
Data Privacy in the United States: Current Legislation and Predictions
With hacking and data breaches on the rise in recent years, data privacy has become a more crucial issue than ever. Europe’s GDPR has set a standard for strict data privacy regulations all over the world, with many states in the U.S. following its example. While...
Understanding the Significance of Data Privacy in Healthcare
In recent years, data privacy has become a greater concern for organizations in every industry, especially healthcare. Healthcare organizations must ensure proper handling of patient data not only to meet strict data privacy regulations and laws, but also because it’s...
From Customers to Employees: FormAssembly Users Join the Team
FormAssembly takes pride in the strong relationships we’ve been able to build with our customers. In fact, some of our current employees were FormAssembly customers before they joined our team! In this blog, you’ll learn from some of our customers-turned-employees...
FormAssembly Teammate Highlight: Jason Tong
We’re getting to know more about our FormAssembly team members in our Teammate Highlight series. In this blog, we’re profiling Jason Tong, IT Operations and Security Officer at FormAssembly. Name: Jason TongTitle: IT Operations and Security OfficerFormAssembly Start...
FormAssembly Teammate Highlight: Rachel Skroback
Do you know the people behind FormAssembly? It’s time for another blog in our FormAssembly Teammate Highlight series, where we’re getting to know our individual team members better by asking them a series of questions. This week, we’re profiling Rachel Skroback,...
FormAssembly Rebrand: Powerful Data Collection Has a Bold New Look
It’s official: You’re looking at the fresh new look of FormAssembly! For the past year, our company has been working hard to develop a new brand that reflects all that we’ve grown into since our founding. Our new brand has been carefully designed to better represent...
FormAssembly Teammate Highlight: Clint Blakey
At FormAssembly, each member of our team is a huge component of our success. In our FormAssembly Teammate Highlight series, we’re asking a series of questions to each of our team members to get to know them better. This week, we’re profiling Clint Blakey, FormAssembly...
Working Remotely 101: The FormAssembly Team Weighs In
FormAssembly is a fully remote workforce, with members of our team working from different locations all around the world. We’ve learned firsthand that working remotely comes with plenty of assumptions and misconceptions. In this blog, our coworkers share some of the...
5 Salesforce Users on What They Love About FormAssembly
Salesforce users love FormAssembly. Why? Because of our powerful Salesforce integration with web-to-anything functionality. Whether you need to prefill forms with Salesforce data, update Salesforce records, or create new records, you can do it all and more with...
![[Infographic] HIPAA Compliance Checklist](https://www.formassembly.com/wp-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...
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...
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...
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...
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...
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