Upcoming & On-Demand Webinars

Upcoming Webinars

Nov 20 2:00 pm EST
Introducing Fai: The Future of Form Building and Workflow Automation

FormAssembly is excited to introduce Fai, our Agentic AI Assistant, along with new features to streamline your payment processes and team collaboration. What you’ll discover: Discover the future of agentic AI, form building, and workflow automation.

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Dec 4 2:00 pm EST
Small Workflows, Big Impact: Easy Ways to Make Your Forms Outperform

FormAssembly Workflows have the flexibility to suit many unique needs for teams, but you don’t need to build overly-complex workflows to have big impacts on your business processes — simple, small workflows can help automate and transform how your data is being processed. Join this training session to learn how a few very simple workflows […]

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On-demand webinars

Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? 
Browse our library of on-demand webinars.

Higher Ed
Workflow Training: Multi-Form, Multi-Respondent Processes
Tired of manual processes and clunky user experiences in your data collection? Join this webinar and learn how FormAssembly’s Workflow Process Builder can revolutionize your forms. We’ll show you step-by-step how to build complex workflows from scratch, boosting internal efficiency and streamlining the respondent experience. In this webinar, you’ll discover: This webinar is perfect for […]
57 min
Workflow Training: Multi-Form, Multi-Respondent Processes
Salesforce
Level Up Your Forms: Prefill, Connectors & Approvals in FormAssembly
If you’ve struggled to give your respondents fast, convenient form experiences, this webinar is for you.  Product Trainer Joelle Swanson will demonstrate how you can use your Salesforce CRM data to personalize forms for respondents and improve the quality of the data you collect simultaneously. In this webinar, we’ll: This session covers many questions attendees […]
55 min
Level Up Your Forms: Prefill, Connectors & Approvals in FormAssembly
Salesforce
Secrets of Successful Salesforce Data Management
Are you struggling with messy data across your Salesforce CRM? Is your team spending hours manually updating contact records? Wondering if you’re using Salesforce like you should? Join Jonathan Payne, Salesforce SME for FormAssembly for a webinar packed with actionable insights from a survey of 400+ Salesforce users on how they manage their customer data. […]
1h:00min
Secrets of Successful Salesforce Data Management
Salesforce
Maximize Your Salesforce and FormAssembly Integration
Are you struggling with messy data across your Salesforce CRM? Is your team spending hours manually updating contact records? Wondering if you’re using Salesforce like you should? Join Jonathan Payne, Salesforce SME for FormAssembly for a webinar packed with actionable insights from a survey of 400+ Salesforce users on how they manage their customer data. […]
1h:00min
Maximize Your Salesforce and FormAssembly Integration
Financial Services
Seamless and Secure Financial Data Collection
In the world of financial services, trust and security reign supreme. As a financial professional, you understand the critical importance of safeguarding sensitive data while delivering unparalleled customer experiences. Whether you’re trying to streamline mortgage applications, build stronger client relationships, or improve digital banking, finding the perfect harmony between branding, convenience, compliance, and security can […]
46 min
Seamless and Secure Financial Data Collection
Healthcare
The Prescription for Better Healthcare Data Collection
Healthcare organizations strive to give their audiences cutting-edge care, but when it comes to their data collection processes, it can feel like they’re stuck in the dark ages of paper forms, clipboards, and photocopies. If you’ve experienced any of those symptoms in your organization, a data collection platform may be right for you. Join FormAssembly […]
43 min
The Prescription for Better Healthcare Data Collection
General
From Concept to Creation: Complex and Versatile Forms
Building complex forms and data collection processes doesn’t have to be hard. With a bit of planning and the right tools, you can offer your audiences simple, intuitive, and personalized experiences while collecting the data your organization needs. Join FormAssembly and our partners as we demonstrate how to build multistep forms with conditional logic that […]
42 min
From Concept to Creation: Complex and Versatile Forms
Salesforce
Pumpkin-Spice Up Your Salesforce Integration: Tips for a More Efficient Fall
Join us as we walk through how to use our fan-favorite Salesforce features powered by FormAssembly data! Join Joelle Swanson ( FA + SalesForce Integration SME and Product Trainer) to learn about the benefits of FormAssembly when it comes to everything Salesforce.. We’ll cover time-tested tips for best use cases within workflows, and provide hands-on […]
47 min
Pumpkin-Spice Up Your Salesforce Integration: Tips for a More Efficient Fall
Product Updates
November Feature Release: Workflow Publishing, Admin Reporting, and More
Join us as we debut November’s new features! You’ll see workflow publishing and collaboration tools in action, along with expanded Admin Reporting, updates to Approvals and more. We’ll also cover:
48 min
November Feature Release: Workflow Publishing, Admin Reporting, and More