Success Story

Industry

Healthcare

SAGE Expands Access to Life-Changing Community Programs With Better Forms

20+

active web forms

29

SAGE affiliates throughout the United States

122k+

staff trained through SAGE programs

Overview

As a national advocacy and service organization for LGBTQ+ older Americans, SAGE (Services & Advocacy for GLBT Elders) offers critical resources to an underserved community. LGBTQ+ older adults are 2x as likely to be single and live alone and 4x times less likely to have children, increasing their need for support. By leveraging a vast network of affiliates, trained healthcare providers, and partnering agencies, SAGE ensures these essential services are delivered.

To keep its programs running smoothly, SAGE relies on a robust data infrastructure. The organization operates six on-site senior centers in New York and provides social services, meals, case management, and physical services. FormAssembly has been key in helping SAGE scale its programs digitally, especially in response to the COVID-19 pandemic.

seeking digital transformation

Challenge



The team at SAGE recognized the urgent need to fully transition to a digitally-based service organization during the COVID-19 pandemic. They realized the value of having a robust digital system to efficiently gather and manage comprehensive information from volunteers and partner organizations, ensuring effective training and collaboration.
A recent website refresh provided SAGE with an updated WordPress site, perfect for building new lists and reaching new audiences. FormAssembly’s simple WP plugin made the transition to digital data processes even smoother.

“We had all been using disparate systems, and I wanted to get us to a place where we were all using the same tool. FormAssembly provided that solution.”

Denise Atherley

Director of Data Strategy Initiatives

Transformed web forms

Solution

FormAssembly’s drag-and-drop functionality empowered SAGE staff to swiftly build and deploy forms on their site. As pandemic needs evolved, SAGE scaled up their web form capabilities, quickly adapting to new requirements.

Using FormAssembly, SAGE efficiently identified website visitors and gathered crucial data from adults seeking their services. An improved audience understanding helped inform outreach efforts and client follow-up.

FormAssembly’s robust Salesforce connectors set it apart, bridging the gap between data collection and management. This integration provided SAGE with a complete data solution.

Results

SAGE used web forms to modernize their communication and outreach strategies, equipping their team with a user-friendly tool for easy, fast, form creation.

20+

active web forms

29

SAGE affiliates throughout the United States

122k+

staff trained through SAGE programs

SAGE’s favorite features

Explore the features that launched SAGE into a total data transformation.

WordPress plugin

This simple plugin provided ease as they made the jump to digital processes.

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Workflow

Enabled the team to build multi-step data collection processes and trace the flow of data from respondents to forms, to Salesforce.

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HTTPS connector

Provided new options and greater flexibility for data collection.

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