FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data
First Year Using FormAssembly
responses on first form established in 2017
Total survey responses collected
Registration and Waitlist Setup
IHS uses forms to jumpstart their program registration process.
The primary use case at IHS involves setting up registration forms for conferences and events which they sponsor and host around the country. IHS hosts a number of on-campus programs, which included 70 total programs in the fall 2017 semester. . As these programs can involve almost 4,000 registrants per semester, automation is crucial.
“We devised out a way to leverage FormAssembly’s flexibility and create a single form that prefills Campaign information so our events team can have a registration form as soon as they created the Campaign record. We also figured out how to make the form automatically turn into a waitlist form by again using the Salesforce Prefill Connector,” O’Sullivan said.
Auto-generating forms allow IHS to maintain standards for accurate data collection, even when their staff are not physically present at an event. Additionally, staff can now rely on one single multi-tasking form, instead of having to clone forms for thousands of participants.
Participant Feedback Surveys
IHS has collected thousands of beneficial feedback responses.
IHS staff sometimes rely on faculty partners to gain both anonymous and non-anonymous feedback from participants at their events. In order to tackle the task of gathering feedback from such a large number of people, they again turned to prefilled forms to take the stress out of data collection.
Since they began to use FormAssembly for feedback, IHS has collected 7,938 survey responses that are being uploaded directly to their Salesforce database.
“This is extremely important for a nonprofit, which often relies on this feedback to make business decisions. The surveys have also enabled us to collect great quotes and personal stories from participants that we can share with our generous donors in a way we’ve never been able to do systematically before,” O’Sullivan said.