

The numbers
20+
active web forms
29
SAGE affiliates throughout the United States
122k+
staff trained through SAGE programs
Use Cases
Website Forms
Website Forms
SAGE’s most basic use case involves a series of quick forms that are in place to learn more about the adults who request information about services. At any given time, this list of forms might include:
- Applications
- Volunteer interest forms
- Newsletter sign-ups
In addition to website forms, SAGE also uses FormAssembly for other simple yet important data collection efforts, such as RSVPs, registrations, and surveys. This helps SAGE move away from a reliance on paper and manual data entry and become a fully digital organization with reliable and secure data processes.
FormAssembly also helps SAGE improve the online experience for older adults who may be less familiar with digital tasks and online form submissions. Volunteers who assist these adults can seamlessly input constituent information into forms that update immediately to Salesforce.

Intake and Assessment Process
Intake and Assessment Process
More recently, SAGE upgraded to FormAssembly’s Compliance Cloud option to be able to completely scale their intake and assessment processes. This allows staff members (and social workers in particular) to better serve constituents since sensitive health-related information can now be safely entered online in accordance with HIPAA compliance.
Prior to FormAssembly, this information was collected through paper documents during an initial interview, which was time-consuming and prone to error. With greater electronic and digital capabilities, SAGE can now better serve their community and equip leaders and social workers with information that flows directly to Salesforce for visibility.
For SAGE, one of the major selling points of FormAssembly was the ability to map to multiple objects on the back end. Additionally, Denise and their team loved the ability to utilize multiple lookups and avoid duplicate data in Salesforce whenever possible.
“Being able to have that flexible connection to Salesforce has been super helpful. That’s the reason we opted to go with FormAssembly,” Atherley shared.
Don’t just collect data
— leverage it.