Success Story
Industry
Nonprofit
Shaw Trust Improves Volunteer Data Management With FormAssembly
Overview
Shaw Trust is the UK’s largest nonprofit dedicated to employment services, supporting thousands of individuals through meaningful work and education, dedicated to transforming lives via education, employment, and care opportunities. Managing and securing volunteer data in a streamlined, compliant way is crucial — FormAssembly helps them make that happen.
Challenge
Shaw Trust’s massive volunteer force requires constant oversight of data collection, organization, and management—all while maintaining compliance with government regulations. Their previous system lacked the ability and security needed to make these processes efficient, and the UX made it harder for people already giving their time to log in or navigate the data entry process. That’s why they turned to FormAssembly.
“FormAssembly is so good at gathering large amounts of sensitive data in a user-friendly way. I’d recommend it because of the user experience — for volunteers, customers, or anyone who touches it.
If I ever moved to a different organization, I would still be demanding we use FormAssembly. There’s just no good reason not to. It just works.”
Solution
Shaw Trust has to keep its volunteer data safe, secure, compliant with government contracts, and organized within Salesforce. And for volunteers, Shaw Trust needs a seamless data gathering experience, as login portals can be a barrier for getting new volunteers or organizing existing ones.
That’s where FormAssembly’s templates, conditional questions, and Salesforce Connector come in. With unique form links, volunteers can access templated forms that understand who’s filling them out, how they were accessed, and which Salesforce records to create or update when they’re submitted, saving volunteers and Shaw Trust time that goes towards helping hundreds of thousands of people each year.
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