Success Story

Industry

Healthcare

Worcester Polytechnic Institute Leverages Web Forms for Event Registration and Beyond

5,000

internal form responses collected since August 2018.

3

offices supported by FormAssembly.

25-30

active web forms in use.

Overview

Worcester Polytechnic Institute (WPI) Undergraduate Enrollment Services encompasses three main areas, Undergraduate Admissions, Financial Aid, and Pre-Collegiate Outreach Programs. Adam Epstein, Director of Undergraduate Enrollment Services, focuses on supporting the various offices through Salesforce, marketing, and higher ed business processes. FormAssembly helps drive these important efforts.

Modern processes for better UX

Challenge

As with any institute of higher education, WPI works with a large population of students, parents, and families. The expectations of these individuals include having easy ways to submit information to the school. FormAssembly helps WPI eliminate headaches caused by manual administrative processes, long delays and turnaround time, and frustrations with improper or outdated technology, often faced by prospective and current students as they interact with higher-ed business processes.

“It [FormAssembly] is giving [applicants] a better branded experience, and an easier mechanism to give us the information. We have forms that allow our team to input student data into consistent and validated forms.”

Adam Epstein

Director of Undergraduate Enrollment Services

smart web forms for event registration

Solution

One of the key reasons to use FormAssembly is that it creates substantial benefits for both customers (students and parents) and for university staff members who need to work quickly and efficiently.

“When we’re able to focus on higher value work, that’s where the end user’s eyes really open up,” Epstein said.

Results

Leveraging some of FormAssembly’s key features, WPI saw a powerful integration that removed data silos from higher ed business processes across campus. Utilized for event registration, internal data submissions, and pre-collegiate registration event forms WPI now has a seamless and consistent data collection process.

The features that made the results possible

Explore the links below to read more about the features that WPI found the most useful in their data collection journey with FormAssembly.

Salesforce connector

WPI leverages FormAssembly’s Salesforce Connector to update and send form data to the university’s CRM in real time.

Read more

Prefill connector

FormAssembly’s Prefill Connector helps WPI achieve the high levels of customer satisfaction that staff strive for daily.

E-signature

FormAssembly’s E-Signature capability is useful for offices like Financial Aid, where verification is needed for personal documents.

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Ready to remove data silos on your campus?

Talk to a member of the FormAssembly team today.