The Master’s University Levels Up with Powerful FormAssembly + Salesforce Integration

Case Study Snapshot

When The Master’s University (TMU) first embarked on a journey with TargetX in 2017, team members were merely scratching the surface of a digital process transformation. Along with implementing Salesforce for admissions purposes, TMU onboarded with FormAssembly to revolutionize application management and student data processes.

Now, as the school experiences major growth in both on-campus and online environments, FormAssembly creates a path for scalability and enhanced user experiences all around.

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When The Master’s University (TMU) first embarked on a journey with TargetX in 2017, team members were merely scratching the surface of a digital process transformation. Along with implementing Salesforce for admissions purposes, TMU onboarded with FormAssembly to revolutionize application management and student data processes.

Now, as the school experiences major growth in both on-campus and online environments, FormAssembly creates a path for scalability and enhanced user experiences all around.

Leveraging FormAssembly’s Salesforce Connector

Initially, TMU’s primary objective was to find a CRM platform that would produce positive changes in both the registrar and admissions departments. Once these teams were set up on Salesforce, staff members began to experience intuitive data management for the first time. This came as a direct result of linking incoming form data to their Salesforce instance, powered by the FormAssembly Salesforce Connector.

According to Jay Street, Student Data Management Specialist at TMU, frustrations that were once commonplace across campus—like manual data entry and tedious paper form processes—started to disappear with FormAssembly.

Now, the differences between departments that are up and running with FormAssembly versus those without the platform are clear. As a result, a growing number of internal teams have requested FormAssembly implementation to reduce administrative bottlenecks and data gaps.

Revamp student communication, manual data entry, and so much more

TMU’s use of FormAssembly has snowballed recently, and team members like Jay can now take advantage of over 150 dynamic forms in areas like admissions, campus events, faculty course requests, and the university registrar.

“FormAssembly is saving us time and money across the board, because the minutes and hours are adding up. You don’t have to manually email someone and confirm receipt of new data or draft the same input every time,” Street reported.

FormAssembly allows Jay and his admissions colleagues to communicate back and forth with ease, using features like dynamic merge fields and prefill through the URL.

These abilities also make it easier than ever to deliver “student-first” experiences that eliminate friction and get data where it needs to go. The days of chasing forms and relying on complicated approval processes for students and staff are history. Team members at TMU also benefit from things like:

• FormAssembly’s “no code required” approach, with customizable HTML in the Form Builder (as needed for extra customization)
• The helpful and professional FormAssembly support team
• A massive resource center of relevant and timely blogs posts, webinars, and technical help documents for learning and ongoing training

TMU is quickly approaching 100 years in serving students, and FormAssembly now plays a critical role in ensuring that the school’s CRM and data processes are up to speed. While TMU students and staff currently use a wide variety of forms regularly, there’s work to be done in bringing more departments and use cases online.

In the upcoming months, Jay looks forward to creating more systematic processes that modernize the school’s workflows. This includes working with university developers to launch authenticated users and single sign-on (SSO) for all campus users and leveraging FormAssembly Workflow for new registrar projects.