students served per year
form inquiries received weekly in September 2020
hours spent volunteering on courses each year
Inquiry and Enrollment Forms
FormAssembly plays a critical role in shaping the enrollment process.
From the time a student or participant first expresses interest to the time when they submit an active enrollment agreement, FormAssembly is a key part of the process. By leveraging branded web forms and the FormAssembly Salesforce Connector, Outward Bound Costa Rica can receive hundreds of new inquiries per day and filter the incoming data to appropriate staff members. In high-traffic times, this ensures that there are no skipped inquiries and that communications flow smoothly.
Brynna and her team use several automations to make sure that data connects instantly and effectively. When a new participant submits a form, a contact is immediately created in Salesforce. The team then integrates this data to an email platform in order to send important updates and enrollment confirmation.
“FormAssembly is essential for us. It’s where we host all of the inquiry forms and all of the enrollment forms prior to a course taking place,” Brynna shared.
COVID-19 Program Change Forms
FormAssembly created an easy path for gathering updated information from program participants.
In order to make rapid changes to their 2020 calendar, Brynna and the Outward Bound Costa Rica team leveraged FormAssembly to send and trigger announcement messages to participants who were signed up for summer and fall programs. The form was designed to allow participants to choose another option, either by rolling their enrollment to a different term or receiving a full refund.
A user-friendly form was created for each cancelled program, and staff members could quickly compile new data. As a result, they were able to group participants together into set categories based on individual preferences. The simple form design generated a terrific response rate, even in light of rapid changes with both travel and global health concerns.
Want to hear even more stories about how FormAssembly has been able to help organizations tackle the challenges of a global pandemic?
Learn how Hyphen-8 leveraged the power of FormAssembly and Salesforce to help UK-based nonprofits make adjustments and distribute thousands of dollars in aid and funding.