HIGHER EDUCATION

Create compliant, branded forms and workflows in seconds using simple prompts – no complex setup required. Generate and connect forms automatically to Salesforce, TargetX, and other systems, giving your team more time to focus on students, not setup.

FormAssembly ensures FERPA compliance, encryption at rest and in transit, and supports standards like HIPAA, GDPR, and FedRAMP. With built-in AI guidance on data privacy and security, your forms and workflows are compliant from the start – helping your institution maintain trust and meet regulatory requirements.

FormAssembly delivers flexible, intelligent integrations with Salesforce, TargetX, and other key systems, ensuring that student, alumni, and departmental data flow securely and accurately. Automate data mapping and routing with transparent, trackable workflows to eliminate silos and improve visibility across departments.

From admissions and financial aid to alumni engagement, automate every approval, e-signature, and notification in one place. Each department is empowered to manage its own data and workflows securely – reducing delays, errors, and manual handoffs.

Simplify application review, approvals, and registrations with AI-powered automation. Connect clean, accurate data to Salesforce or TargetX in real time for a seamless student journey.

Break down data silos across campus with role-based access and shared workflows. Empower departments to manage their own data while maintaining enterprise-wide visibility and control.

Automate donation processing, acknowledgments, and follow-up communications. Secure, PCI-compliant integrations make it easy to strengthen relationships and streamline fundraising.

Route documents, collect e-signatures, and automate approvals for housing, financial aid, and more. Built-in AI guidance ensures every workflow meets compliance standards from the start.

Eliminate manual data cleanup and gain instant visibility into institutional performance. With accurate, connected data, generate the reports you need to make smarter decisions faster.

Automate event and volunteer registrations with centralized workflows. Keep communication, attendance, and reporting organized and compliant across programs, campuses, and departments.