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eBooks

6 Impactful Ways to Use FormAssembly for Financial Services

Data collection is an integral part of life and business at financial institutions. For customer contact, internal processes, payment collection, and everything in between, financial services professionals rely on the ability to collect and use real-time data. As a...

See Our Form Builder in Action in the June 2021 Demo Webinar

FormAssembly’s all-in-one web form builder and data collection platform makes it easy for organizations in all industries to collect and manage the data they need. With our robust integrations, high standards of security and compliance, and drag-and-drop interface,...

Webinar: 8 Tips to Solve Your Web Form Worries With FormAssembly & Salesforce Ben

Online forms are a vital part of the data collection process, and they provide a streamlined and effective way to gather information from prospects and customers. On the surface level, data collection seems simple: a user completes a form, you collect the data. But...

Watch Now: FormAssembly’s May 2021 Demo Webinar

We hope you were able to tune in to our May 2021 demo webinar! Every month, we host a new version of this webinar to give our prospective users an opportunity to learn more about our web form builder and data collection platform. These webinars are a great way to...

[Webinar] Level Up With FormAssembly: 5 Powerful Use Cases You Haven’t Thought of Yet

If you currently use FormAssembly web forms, you’re most likely aware of our user-friendly form builder, seamless integration with Salesforce and other systems, and high standards for security and compliance. You may have even already mastered our drag-and-drop...

[Webinar] 4 Ways to Streamline Marketing Processes With Online Forms

As a modern marketer, you’re all too aware of the tasks you must juggle on a daily basis. Research, strategy, content, promotion, engagement, event planning, feedback, outreach, analysis… the list is seemingly endless. With so many moving pieces, it can be difficult...

[Webinar] Welcome to FormAssembly Workflow

Are you feeling frustrated by a lack of visibility into your organization’s data collection processes? Is your team overwhelmed by disjointed data that’s loosely connected through a mix of email, web and paper forms, spreadsheets, and other tedious steps? If so,...

Watch Now: 5 Things You Didn’t Know You Could Do With FormAssembly

By now, you may already know about FormAssembly’s drag-and-drop form builder, robust Salesforce integration, and high standards of security and compliance. However, there’s probably a lot more about FormAssembly that you haven’t discovered yet. Last summer, we aired...

Watch Now: Mobilizing Healthcare Resources With Better Data and Forms

Healthcare organizations collect large amounts of personal health information (PHI) in order to deliver quality care to patients. From patient intake forms to health history forms and beyond, it’s important for this data to be collected efficiently and securely. With...

Watch Now: All About FedRAMP Fireside Chat with FormAssembly + AWS

In our recent virtual FedRAMP Fireside Chat with FedRAMP experts Ted Steffan, Security Partner Strategist at AWS, and Chad Cragle, Director of IT Security and Compliance at FormAssembly, we explain the significance of FedRAMP compliance, why your company should...

24 Tips for Better Data Collection in 2021

If your organization is struggling to find an efficient, secure, and effective way to collect data for key business objectives, you’re definitely not alone—but there are plenty of simple ways to improve data collection processes. In this tip sheet, the data collection...

Webinar: How to Be a Successful IT Leader in 2021

We hope you were able to join us for our recent webinar, “How to Be a Successful IT Leader in 2021.” In the session, held February 26, 2021, FormAssembly’s own IT leaders discussed what it takes to navigate the ever-changing field of information technology. If you...

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Promoting Mental Health in the Workplace: Insights From The Trevor Project

It comes as no surprise that mental health is at the forefront of many recent conversations, especially in light of the coronavirus pandemic. Countless companies scrambled to embrace the new remote work environment last year. But in the wake of the transition, many...

Exploring the Impact of FormAssembly’s COVID-19 Assistance Program

In early 2020, as a response to the coronavirus pandemic, FormAssembly developed our COVID-19 Assistance Program. This program was designed to provide a pro bono data collection solution for the organizations that needed it most during this challenging time.Overview:...

Big Shoulders Fund Sees Exponential Growth of Scholarship Programming with FormAssembly

The Form AdvocateCase Study Snapshot The mission of the Big Shoulders Fund is to provide access to quality, values-based education to Chicago’s children in need. Big Shoulders invests in four major areas – scholarships and enrichment, operational improvements,...

FormAssembly Provides Creative Ways to Encourage Event Participation During the Pandemic

The Form AdvocateCase Study Snapshot We recently spoke with Peter Bernardi, Principal at ElevateActual, who helps clients navigate diverse projects and custom solutions within the Salesforce and FormAssembly ecosystems. Peter teamed up with staff members at Global...

Leveling Up in Higher Ed: How FormAssembly Helps UC Merced Facilitate Dynamic Check-In Processes

The Form AdvocatesCase Study Snapshot At UC Merced, the use of FormAssembly has evolved from its original purposes as a standard questionnaire web form approach to: A more dynamic, stimulating, user-friendly, and simplified check-in system approach The development of...

Improving Online Education Services with Better Data Collection Processes

The Form AdvocateCase Study Snapshot Online Education Services (OES) is an educational provider that helps organisations find and discover end-to-end solutions for online learning. After spending time carefully considering their needs and realising how much “tech...

Your Guide to Creating Better Donation Forms for Giving Tuesday and Beyond

It’s the holiday season, and Giving Tuesday is right around the corner. With all of this going on, the end of the year is the most popular time for people to make charitable donations, and it’s important for nonprofit organizations to optimize their donation forms in...

FormAssembly Helps Nonprofit Organizations Pivot Processes During Global Pandemic

The Form AdvocateCase Study Snapshot The team at Outward Bound Costa Rica is accustomed to fielding hundreds of requests from students and adults around the world who are looking to participate in adventure-based outdoor courses in Costa Rica and Panama. When the...

FormAssembly Provides Promontory with Hassle-Free Data Collection

The Form AdvocateCase Study Snapshot At Promontory Interfinancial Network, the Enterprise Development team maintains and enhances the software that employees use, including the company’s intranet and CRM tool, Salesforce. The Development team found FormAssembly as a...

Hyphen8 Reduces Implementation Time to Increase Nonprofit Services During COVID-19

The Form AdvocateCase Study Snapshot Hyphen8 uses FormAssembly year-round for a vast majority of customers. Their grantFlex product is designed for grant-makers on the Salesforce nonprofit success pack and Hyphen8's implementation process for this product includes the...

FormAssembly Partner Highlight: Attain LLC

Form AdvocateMarisa Lopez West Coast Senior Business ManagerWe recently spoke with Marisa Lopez, West Coast Senior Business Manager at Attain, LLC. Attain is an industry leader in providing management, technology, and strategy consultation services throughout several...

Food Bank Uses FormAssembly to Distribute Goods During COVID-19

The Form Advocate Case Study Snapshot When Greater Pittsburgh Community Food Bank (the Food Bank) set out to respond to a surge of need from the community during the COVID-19 pandemic, staff used FormAssembly to help build processes around new service expectations....

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eBook: How to Comply With the 21st Century IDEA Act

The 21st Century Integrated Digital Experience Act (IDEA) is a law that requires federal executive branch agencies to digitize services in order to simplify and improve the customer experience. The act is made up of several different regulations, one of which requires...

[eBook]: 22 Ways to Use FormAssembly for Remote Work Success

This year, thousands of workers have had to transition to remote work quickly and unexpectedly. If you already work remotely, perhaps you’ve noticed a need to help your organization’s processes be more efficient. If either of these examples describe your situation, we...

[Whitepaper] FormAssembly + Idealist Consulting: Web Forms for Nonprofits 101

Does your nonprofit organization always seem to be struggling with inefficient processes and time-consuming administrative tasks? If so, it might be time to forge a new path by updating your outdated systems for good. With a powerful data collection platform like...

eBook: Why Your Organization Needs a Data Governance Strategy and How to Create One

In a recently updated eBook, Why Your Organization Needs a Data Governance Strategy and How to Create One, we explain why data governance is a crucial achievement for every organization. This resource includes tips and best practices for building a successful data...

[eBook] 4 Problems that Limit Productivity in the Workplace and How to Solve Them with Better Data Collection

No matter what type of organization you’re running, you’ve likely encountered some challenges that limit your productivity. Low productivity can lead to a ton of other issues, like higher costs, lower output, and employee burnout. No one wants any of that! That’s why...

New FormAssembly + Brandcast eBook: Digital Lead Generation

Have you ever invested in new tools or technology solutions, but weren’t sure how to get the most out of your investment? In the fast-moving world of digital lead generation, content production, and marketing operations, it’s critical that you develop an innovative...

[eBook] Cooking up Salesforce Success: 5 Salesforce + FormAssembly Tutorials to Spice Up Your Workflow

Many Salesforce customers trust FormAssembly to streamline their data collection processes. While Salesforce is a great CRM, pairing it with FormAssembly takes it to the next level. There are dozens of game-changing ways to use these tools together to transform your...

[eBook] The Ultimate Guide to Web Form Design

There is no shortage when it comes to issues in web form conversion. From checkout forms to job applications, sometimes it seems that people just don’t...

[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

FormAssembly’s powerful integration capabilities improve data collection processes for Salesforce users in every industry, from higher education to financial services and beyond. Our eBook, FormAssembly + Salesforce: Streamlining Processes and Optimizing Data...

[Whitepaper] The State of Data Privacy in 2019

Data privacy trends are changing rapidly in 2019, with several new laws and regulations that may impact your business. FormAssembly’s mission is to help organizations in all industries become better stewards of the data they collect, and we’re committed to sharing our...

5 Technology Leaders Share the Most Important Things They’ve Learned at Dreamforce

Are you in the middle of planning your Dreamforce 2019 itinerary? With only one month away, now is the perfect time to set yourself up for success with all that Dreamforce has to offer. Dreamforce 2019 is sure to pack a punch, whether you’re a Salesforce admin, a...

[eBook] 100 Ways to Use FormAssembly

You already know that FormAssembly offers you unlimited forms and responses, unlimited support, unlimited potential with integrations and more, but did you also know that FormAssembly unlocks unlimited use cases? We compiled 100 (that’s right—100!) of our favorite use...

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See Our Form Builder in Action in the June 2021 Demo Webinar

Webinar: 8 Tips to Solve Your Web Form Worries With FormAssembly & Salesforce Ben

Watch Now: FormAssembly’s May 2021 Demo Webinar

[Webinar] Level Up With FormAssembly: 5 Powerful Use Cases You Haven’t Thought of Yet

[Webinar] 4 Ways to Streamline Marketing Processes With Online Forms

[Webinar] Welcome to FormAssembly Workflow

Watch Now: 5 Things You Didn’t Know You Could Do With FormAssembly

Watch Now: Mobilizing Healthcare Resources With Better Data and Forms

Watch Now: All About FedRAMP Fireside Chat with FormAssembly + AWS

Webinar: How to Be a Successful IT Leader in 2021

Watch Now: Why You Need to Use Web Forms in Your Higher Ed Salesforce Communities

In a webinar on January 19, 2021, the FormAssembly team explained why using web forms in your Salesforce Communities (now Salesforce Experience Cloud) is the solution you need to streamline processes for your college or university in the new year. Read on for a recap...

Year in Review Webinar: A Look at FormAssembly’s 2020 Product Updates

In 2020, the FormAssembly team has grown immensely, allowing us to continue prioritizing the needs of our customers by responding to feedback and feature suggestions. We’ve made several significant product advancements this year in response to customer requests, and...

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6 Impactful Ways to Use FormAssembly for Financial Services

GLBA Compliance Checklist: Your Guide to Financial Data Privacy

For financial services organizations, the Gramm-Leach-Bliley Act, or GLBA, is one of the most crucial data privacy regulations. The GLBA includes rules that protect consumers’ sensitive financial information, and failure to comply can result in fines, loss of customer...

Is Your Business GDPR Compliant? Download Our Checklist to Find Out

Europe’s General Data Protection Regulation, or GDPR, is one of the most notable data privacy laws in the world. If an organization fails to comply, they run the risk of massive fines, loss of customer trust, and other negative consequences. In our new GDPR Compliance...

Are You Compliant With CCPA Regulations? Find Out With This Checklist

Let’s face it: compliance can be complicated. With a patchwork of data privacy laws in the United States, in addition to other regulations worldwide, there’s a lot to keep track of. But, have no fear—FormAssembly is here to help make compliance simple. In our new CCPA...

[Infographic] Financial Services Data Collection Checklist

Financial services organizations, including mortgage companies, banks, investment firms, and more, collect sensitive customer data on a daily basis in order to do business. Because financial services data is often exploited by criminals, it’s crucial to have a...

[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...

[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 quickly and...

[Infographic] 11 Reasons to Use FormAssembly to Collect and Manage Your Data

A few years ago, we wrote a blog post about all the reasons our customers love FormAssembly. It wasn't hard to come up with a ton of great reasons, 11 to be exact. Our Salesforce integration was an obvious choice. Tons of customers use our prefill and submit...

[Infographic] GDPR: Obtaining Informed Consent

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...

[Infographic] 10 Reasons to Use FormAssembly: Financial Services

Companies in the financial services industry have diverse characteristics, but they all need to collect data for some purpose or another, whether it’s mortgage and loan applications, client onboarding, or something else. To accomplish this and cut through arduous...

[Infographic] Who Uses FormAssembly in Financial Services

FormAssembly is the ideal web form solution for financial services organizations ranging from banks to wealth management organizations. Our financial services clients use FormAssembly for tax information collection, customer surveys, and so much more. Learn more about...

[Infographic] 10 Reasons to Use FormAssembly: Nonprofit

If your organization is nonprofit, you probably collect lots of different types of information on a daily basis: contact information, donations, program signups, the list goes on. An all-purpose web form solution like FormAssembly can meet all your data collection...

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"FormAssembly’s documentation is invaluable when it comes to creating and connecting forms because it is organized, up-to-date and extremely thorough. They have made it incredibly easy to find anything that you would need in their documentation library. I have been using FormAssembly for about 3 years now and I sometimes come across an obscure question and I can simply type the question in the search engine and find the exact resource I need."

Resources

—Kortney Cervantes, Certified Salesforce Consultant, Cloud Giants

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