Class Recap: Form Building in 8 Minutes

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Sensitive Data Management Is Here!

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[eBook] 100 Ways to Use FormAssembly

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FormAssembly Themes: What You Need to Know to Start Designing

After creating a form with FormAssembly, a great next step is to apply a theme, making the form look as aesthetically pleasing as it is user-friendly and complex. Many FormAssembly users employ themes, which can be created using CSS to achieve a certain look or adhere...

How We Manage Our VIP Program Registration Process With FormAssembly

Have you ever heard the expression “We eat our own dogfood?” Well, it basically means that a company utilizes their own product, and that’s exactly what we do at FormAssembly! In this registration form tutorial use case we’re going to look at how we utilize our...

How to Create a Web Form

This article is part of a series on getting started with FormAssembly. Read on to learn how to create your own web forms, surveys or questionnaires in just a few minutes, even if you’ve never created one before.

5 Reasons to Use FormAssembly: Enterprise

What’s one platform that can help you create everything from contact forms to payable invoices to entire customer portals, all with state-of-the-art features and integrations? FormAssembly: the best data collection and form creation platform available for Enterprise...

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...

The Form Review Webinar is Coming Back in 2019!

Did you attend our Form Review Webinar in November 2018? The event was an overwhelming success, and we received a ton of insightful questions in the Q&A portion. Due to the popularity of the webinar, we’re bringing it back in 2019 with not just one, but a whole...

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...

Tutorial: How to Create a Salesforce Web-to-Lead Form

Learn how to create a better web-to-lead form and collect the submitted data in Salesforce.

Solving Key Business Problems: Investing in a Customizable Solution vs. Leveraging Internal Resources

If you need to solve a business process problem or meet a specific data collection need in your company, you might be considering building your own solution internally because you expect it cost less or take less time. You may also think that building a solution...

[Infographic] 6 Steps to Survey Success With FormAssembly

Not only can you create donation forms, payment forms, and event registration forms with FormAssembly, but you can also create online surveys! Poll your customers, employees, or organization members on any topic imaginable with sleek, modern forms built...

Commonly Asked Form Questions: What Prospects Want to Know

At FormAssembly, we know that choosing your perfect web form solution is a big deal. The right tools can make your business or organization run more effectively and put valuable time and resources back in your hands. As our team interacts with customers every day,...

StrideForce Uses FormAssembly to Power Fundraising Guessing Game

FormAssembly nonprofit customers use forms for a wide variety of purposes, from donation forms to program applications and more. StrideForce, a technology-focused nonprofit customer, is using their FormAssembly forms and Salesforce CRM to run a unique “guessing game”...

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QTbreasthealth Works With FormAssembly Implementation Services to Enrich their Patient-Centric Healthcare Experience

QTbreasthealth Works With FormAssembly Implementation Services to Enrich their Patient-Centric Healthcare Experience <img src="/content/uploads/2018/09/Jim-Bollinger_headshot.png" style="padding-top: 20px; margin-top: 10px; border-radius:...

FormAssembly Empowers Information Collection for Continuum Clinical

FormAssembly Empowers Information Collection for Continuum Clinical <h3 style="font-family: 'Open sans'; margin-bottom: -20px;">The Form Advocates</h3><!--...

Talk Data to Me: How ElevateActual Helps Jviation

We recently sat down with a former FormAssembly team member, Peter Bernardi, to discuss how his consulting firm ElevateActual helps clients transform their processes using FormAssembly. As a former FormAssembly Channel Solutions Engineer, Peter has an in-depth...

FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC

FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC <img src="/content/uploads/2018/08/image.png" width="150" style="padding-top: 20px; margin-top: 10px; border-radius: 5px;"><h3...

Talk Data to Me: The University of Michigan Develops a New Campus Process with FormAssembly

We recently interviewed Adam Skoczylas at the University of Michigan Center for Educational Outreach to find out about a new project they’ve implemented through FormAssembly. Since we’ve previously featured the University of Michigan for their innovative use of...

State Bank and Trust Company Chooses FormAssembly for Functionality and Salesforce Integration

State Bank and Trust Company Chooses FormAssembly for Advanced Functionality and Useful Integrations <img src="/content/uploads/2018/07/Carl-L-1.png" width="" style="padding-top: 20px; margin-top: 10px; border-radius: 5px;"><!--...

Talk Data to Me: Keshet Leverages FormAssembly to Advance Inclusion Initiatives

We reached out to Keshet to talk data and to learn about how they use FormAssembly forms to help solve their data collection needs. The following case study highlights how FormAssembly provides an ideal solution to their nonprofit use cases. <img...

FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data

FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data <img src="https://www.formassembly.com/content/uploads/2018/07/OSullivan-IMG_6470-767x767-1.png" width="" style="padding-top: 20px; margin-top: 10px;...

FormAssembly Guides Online Data Processes for the Northeast Regional Children’s Advocacy Center

FormAssembly Guides Online Data Processes for the Northeast Regional Children’s Advocacy Center About Northeast Regional Children’s Advocacy Center The Northeast Regional Children’s Advocacy Center is an organization designed to provide support for training and...

Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Career and Mentorship Programs

Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Career and Mentorship Programs About Spark Program The Spark Program is a career exploration and discovery program designed for middle school students, with programs that start in the fall of a...

Vermont Organic Farmers Uses FormAssembly to Set a New Standard for Organic Certification

Vermont Organic Farmers Uses FormAssembly to Set a New Standard for Organic Certification <img src="" width="150" style="padding-top: 20px; margin-top: 10px;"><h3 style="font-family:...

Amazon India Prevents IT Burnout and Collects Business-Critical Information with the Help of FormAssembly

Amazon India Prevents IT Burnout and Collects Business-Critical Information with the Help of FormAssembly Case Study Snapshot About Amazon India Amazon is one of the most recognizable online retailers in the world today, with offices located in more than 30 countries....

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[Infographic] 6 Steps to Survey Success With FormAssembly

Commonly Asked Form Questions: What Prospects Want to Know

4 Hacks to Increase Your Form Conversion Rate

Let’s be honest: low form conversion rates can create disappointment and confusion. You work hard on a donation form, feedback form, or survey, only to have a small fraction of your audience fill it out. So what’s the problem? Why aren’t people filling out your forms?...

Create PayPal Order Forms With FormAssembly

Do you need to process payments for memberships, events, donations, merchandise or some other reason? You can easily create PayPal order forms with FormAssembly by: Selecting and organizing the text and fields you want in our drag-and-drop form builder Styling your...

Form Builder Tips: 5 Shortcuts to Save Time

Ever wished you could speed up your workflow in the Form Builder? Here are a few ways to get things done faster! 1. Drag & Drop Fields from the Add Content Menu Clicking the field types will always add the field to the bottom of the page. To place a field...

Pushing Google Sheets Data to Salesforce Through FormAssembly Forms

Do you need to be able to get data collected in Google Sheets into your Salesforce instance? With FormAssembly, you can send data to Google Sheets where multiple people on your team can access it, but you can also streamline the process of sending that Google Sheets...

Tutorial: Fun with Custom Fonts

You can pick between 12 different preloaded fonts in our Theme Editor, but you’re not just confined to those options. If you want to use a specific font to achieve a unique look, you can easily do that using custom code. 1. Pick Your Font There’s a wealth of webfonts...

100 FormAssembly Use Cases: Submit Your Forms!

We're no longer gathering content for the this particular eBook, but we always love to hear use cases! Please fill out this form if you're interested in sharing your FormAssembly story. How many ways do you you use FormAssembly? We want to hear all your use cases!...

SalesPath Use Case: Create a Salesforce Lightning List Email Opt-Out Flow With FormAssembly

Are you using Salesforce Lightning List Emails and need a way to allow your recipients to unsubscribe? An unsubscribe option isn’t automatically included in Salesforce email templates, but you can achieve a simple, streamlined unsubscribe process using FormAssembly...

Announcement: Older Form Builder Versions to Be Retired November 30, 2018

Update 11/19/18 - We are delaying the retirement of older Form Builder versions and will post additional updates here. If you are a current customer, you may have received an email on the upcoming retirement of our older Form Builder versions, including versions 4.2...

How To: Display and Select Salesforce Opportunity Records Based on Multiple Criteria Search

Intro In this blog post, we are going to expand upon a previous tutorial to look at how to implement multiple-criteria search of Salesforce records using FormAssembly. Implementing this search functionality makes locating the right record in Salesforce a much easier...

Getting Started: How FormAssembly Implementation Services Can Help You Succeed

When you choose FormAssembly as your web form solution, there’s always a way to get the help you need. Sometimes you may just need a quick conversation with our outstanding support team, but other times you may need a little more assistance. Maybe you’re a new...

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FormAssembly Teammate Highlight: Stephanie Hammond

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Stephanie Hammond, Manager of Customer Support. Name: Stephanie Hammond Title: Manager of Customer Support...

FormAssembly Teammate Highlight: Randall Ziman

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Randall Ziman, UX/UI Designer. Name: Randall Ziman Title: UX/UI Designer With FormAssembly Since: May 2018...

FormAssembly Spring Reunion 2018 Recap

What do you get when you bring nearly 50 remote teammates, who traveled across 6 countries for a total of 47,000 miles, together for one incredible week at company headquarters? Days of team bonding and plenty of fun memories! FormAssembly’s annual reunion was held...

FormAssembly Teammate Highlight: Jordan Schartz

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Jordan Schartz, Account Executive. Name: Jordan Schartz Title: Account Executive With FormAssembly Since:...

Counting Down the Days Until the FormAssembly 2018 Spring Reunion

Reuniting a Remote Team You may have seen some of our previous blog posts about why FormAssembly values in-person team reunions. Why would we gather people from around the globe (most of whom work from the comforts of home offices) to meet for a week in Indiana? An...

FormAssembly Teammate Highlight: Hanna Tomelden

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hanna Tomelden, Customer Support Specialist. Name: Hanna Tomelden Title: Customer Support Specialist With...

FormAssembly Teammate Highlight: Kayla Condello

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Kayla Condello, Customer Support Specialist. Name: Kayla Condello Title: Customer Support Specialist With...

FormAssembly Teammate Highlight: Hillary Walters

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hillary Walters, Content Writer. Name: Hillary Walters Title: Content Writer With FormAssembly Since:...

FormAssembly Teammate Highlight: Deborah Kim

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Deborah Kim, our Senior Product Manager. Name: Deborah Kim Title: Director of Product With FormAssembly...

FormAssembly Teammate Highlight: Katrina Garza

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Katrina Garza, Manager of Customer Success. Name: Katrina Garza Title: Manager of Customer Success With...

FormAssembly Teammate Highlight: Michael Stathers

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Michael Stathers, Infrastructure Operations Engineer Name: Michael Stathers Title: Infrastructure Operations...

FormAssembly Teammate Highlight: Aaron Brigham

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Aaron Brigham, Web Developer. Name: Aaron Brigham Title: Web Developer With FormAssembly Since: December...

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[One-Pager] Got Secure Forms?

Got Forms? How about secure forms? When you use FormAssembly's web form solution, you can rest assured that your information and the data you collect through FormAssembly forms is safe. As part of our "Got Forms" series, we put together some information about...

Salesforce Forms: The Easy Way, Without Coding

If you’ve been looking for a way to create Salesforce forms quickly and easily (in other words, without coding), then read on! With the FormAssembly Form Builder, creating Salesforce web forms is simple. Whether you’re looking for a custom Stay-in-Touch form, a...

11 Reasons to Use FormAssembly to Collect and Manage Your Data

No matter where you work, you navigate process, data, and organizational hurdles that interfere with achieving business goals every day. The good news is, there’s a solution that can save time, reduce manual data entry, and transfer information safely to the many...

[One-Pager] Got Salesforce-Connected Forms?

Got Forms? How about Salesforce-connected, secure & compliant, user-friendly forms? FormAssembly forms offer all of those things, and we’re putting together some resources covering key FormAssembly features so you can feel secure that signing up for FormAssembly...

Favorite Midwest Dreamin’ Memories & What to Look Forward to at Midwest Dreamin’ 2018

Midwest Dreamin’ 2018 is right around the corner! Members of the Salesforce ecosystem will gather in Chicago for a few days of networking, speakers, and sessions, July 11-13. We’ll be at Midwest Dreamin’ again this year as a silver sponsor, with Jaret Manuel, Director...

Form Transfer Tool: Transfer Forms Between FormAssembly Accounts

The Form Transfer Tool has been re-released and it’s now available for Enterprise admins to transfer forms between FormAssembly accounts! The Form Transfer Tool lets you transfer forms and responses on your own from Professional and Premier accounts to Enterprise...

Salesforce AppExchange AppStack Webinar Features FormAssembly

In early May 2018, the Salesforce AppExchange hosted an informative AppStack webinar in which customers shared their favorite Salesforce applications in the form of app stacks. The AppStack webinars occur regularly and are designed to showcase how real Salesforce...

How’d You Do That?: Update Information in Salesforce for Non-Salesforce Users

Have you ever needed to be able to update information in Salesforce without a license? For cost or security reasons or if you have temporary employees or interns, you may not want all your employees to have Salesforce access, but they still may need to update data....

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