staff members make up the team
discount for nonprofit customers on annual plans
reduction in manual processing time for applications
Pets for Patriots uses FormAssembly to revolutionize the process by which veterans adopt pets.
The application flow starts with a pre-qualification application that veterans fill out on the Pets for Patriots site. After determining whether that veteran meets basic criteria and lives in one of the organization’s program areas, they are automatically sent the full application (another FormAssembly form) for additional details about their military service, pet adoption plans, and more.
“What’s really wonderful is that we don’t have to ask them again for their name, address, or any contact details. FormAssembly, when it returns the results of that application to Salesforce, is able to match application data with the initial pre-application data and the contact record associated with it,” Zimmerman said. “FormAssembly is an integral part of our contact and case architecture in Salesforce for managing ongoing applications and interest we get in our program.”
The process is also tied to Marketo, which automates the process of communicating with veterans during the pre-application process. It also prompts for additional documentation after they’ve submitted the full application.
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