Many of our amazing partners are consulting groups that use FormAssembly as a part of a larger solution for their clients.

We’re incredibly grateful for these organizations and all others that we partner with, because they help us spread information about FormAssembly and how it can help businesses of all sizes in all industries.

Today we’re highlighting fullOpp, a partner of ours who specializes in Salesforce consulting. Keep reading to hear about their impressive work and unique business philosophy.

Partner Highlight: fullOpp

fullOpp is a Salesforce consulting company based and focused in South Florida. They serve around 70 clients, and their work focuses on various areas of Salesforce, including Sales, Service and Community Cloud. Though their clients are all in the South Florida area, they are spread across multiple industries, from healthcare to finance to technology.

“Our business philosophy is to be a initiative-focused organization: work together with the customer’s business initiatives, understanding their processes and goals first, and then aligning their Salesforce to deliver their needs in the most efficient way,” said Erick Mahle, fullOpp founder.

fullOpp focuses on helping clients new to Salesforce, as well as clients with some Salesforce experience under their belts, streamline their work with the help of Salesforce configurations.

What Sets fullOpp Apart

fullOpp offers a wide range of Salesforce-related services: implementation, administration, marketing, and training, to name just a few. But what really sets them apart is their focus on building and maintaining strong relationships with their clients. They aim to fully understand the client’s work processes and why they do what they do, so they can offer a more useful, targeted solution.

“For us it’s all a matter of quality, not quantity,” Mahle said.

Though they are a Salesforce consultancy, Mahle said they identify more as technology strategists who use Salesforce as a means to solve organizational problems.

“No matter what the challenge is, we know that with Salesforce, we can address it,” Mahle said.

fullOpp benefits professionals from Associate-level to VP-level by using Salesforce solutions to cut out unnecessary, repetitive work like data entry and make room for a greater focus on key business goals.

FormAssembly Use Internally

fullOpp uses FormAssembly forms to help streamline meetings with clients and organize action items.

Before FormAssembly, they took a large amount of notes in meetings with clients, capturing all sorts of ideas and to-dos. Handling this information in Salesforce was just too difficult, so fullOpp created a meeting form that could be accessed from a button in Salesforce.

The new form gives the ability to assign work items on the spot and keeps all stakeholders in the loop on a project. In addition, the Salesforce connected form keeps notes neat and centralized and saves lots of effort and time that would have been spent on note-taking.

Mahle estimated the form saves between half an hour to an hour of documentation time per meeting.

How fullOpp Uses FormAssembly With Clients

According to Mahle, FormAssembly is used with about 5 percent of their clients, but they believe there’s potential for it to be used with many more.

“It’s for sure our go-to form solution. If clients come to us we’ll always recommend FormAssembly.”

As fullOpp grows and focuses more on business development, Mahle said a goal of theirs is to find more ways to bring in the use of tools like FormAssembly.

“We know there’s a potential for many other customers to be able to leverage a form solution like this,” Mahle said. “The possibilities are endless with what FormAssembly is doing.”

Mahle said fullOpp sees potential of using FormAssembly for a variety of uses with clients, from contact forms to payment processing to e-signatures, and sees FormAssembly as a great solution for businesses because it’s easy to get FormAssembly up and running quickly without a lot of configuration needed.

“The thing that I’m constantly impressed about FormAssembly, is the ability to consistently generate different use cases,” Mahle said. “It’s really exciting to know the possibilities and keep discovering more every day.”

——————-

We’re so grateful to Erick Mahle for sharing the fullOpp story! If you have a partner or customer story you’d like to tell us, feel free to fill out this form and we’ll contact you about next steps in working on an article about your FormAssembly experience.

Read more about our partners, case studies, and sign up for FormAssembly today.

The post Partner Highlight: fullOpp appeared first on The Assembly Line.

We’ll be at healthcare conference HIMSS next week in Orlando, Fla., from Feb. 19 to the 23. Planning to attend HIMSS yourself? We’ll be at booth 1891 if you’d like to stop by and meet the FormAssembly team or talk about implementing a web form solution in your organization. You can learn more about the conference here!

Conferences are always a whirlwind, so we’ve put together a quick primer on FormAssembly for healthcare organizations. Stop by our booth to chat with one of our team members about implementing FormAssembly for your healthcare organization!

And don’t forget, download your copy of the healthcare eBook today!

The post Free eBook: How to Improve Data Collection in Your Healthcare Organization appeared first on The Assembly Line.

In case you didn’t know, FormAssembly uses FormAssembly. And we use it a lot.

The reason we can spout all the great benefits of having a sophisticated, flexible solution for collecting and transferring data is because we use FormAssembly in every department on our team.

In this post we’ll be featuring several ways our support team uses FormAssembly to speed up onboarding and hiring, create customer support forms, and more.

These are examples that you can use on your own customer support team, and all of them can be implemented relatively easily.

1. Candidate Evaluation Forms

Great support starts with outstanding people. That’s we take great care when hiring new support team members. This screenshot shows a candidate evaluation that we’ve used in the past when evaluating potential hires.

2. FormAssembly Support Team Candidate Test

One of the best ways to really get a sense for whether a candidate will work well with your team or not is to see them in action. Lots of companies have opted into the trend of asking candidates to complete projects, tests, or freelance assignments.

On our support team, we use a form to ask candidates sample customer questions to see their thought process and their people skills in responding to customers and evaluate their writing skills and communication style. Because we can see how long it took a candidate to fill out the form, we can also get insight into how much effort and thought they applied to the test.

“I couldn’t do interviews without it. The practical interview form allows us to see how the candidates would interact with customers, how they describe technology, and if they know what questions to ask.” – Hillary Sciscoe, Director of Customer Success at FormAssembly

Answers are connected with a Google spreadsheet where our Director of Customer Success and other team members can review and grade the answers.

3. Support Training

When lucky people make it past the interview process to become a Customer Support Specialist, Customer Success Manager, or Customer Support Engineer, they start an intensive onboarding process that includes several FormAssembly training modules.

In fact, all new FormAssembly hires go through the onboarding course. Built entirely from web forms, the training includes assigned reading, long and short answer questions, and practical form building exercises.

This type of onboarding could easily be adapted for any company that needs to deliver a large amount of information to new employees in a short period of time.

4. Welcome Call Information

When it comes to working with customers, FormAssembly is an invaluable asset to us. New FormAssembly users get to start off their subscription on the right foot with a welcome call to introduce them to FormAssembly and get answers to questions they may have. Welcome calls happen in the first month of a person’s subscription.

To provide individualized attention to each customer, we use (you guessed it) a FormAssembly form. Before starting a call, we use a form to pull up customer information like plan type and usage data from Salesforce. This helps to inform welcome calls and skip the step of hunting down the information we need in Salesforce.

5. Support Form

Using FormAssembly for customer support forms is an example you’re probably familiar with. We’ve written before about best practices for contact forms and profiled Dharma Merchant Services, who used a FormAssembly solution to improve their tech support forms.

In our support form, customers can enter short or long descriptions of their issue, in addition to form links and supporting documents. By connecting this form to Salesforce, we’re able to keep customer communications organized.

6. Customer Satisfaction Survey

Customer satisfaction is a big deal to us. If our customers aren’t happy, we’re not happy.

That’s why we have several forms to gather customer feedback. Our customer satisfaction survey can be delivered to customers both by email or by chat, depending on which medium they’re using to communicate with us.

These surveys are automatically sent to customers if they don’t send a chat or email message to an ongoing conversation for a few days. The form is delivered in two phases. First a customer picks from one of two options for their recent support experience: “Good” or “Could’ve been better.”

When a selection is made, a customer is redirected to a second form to gather more information based on their response. All those customers answers are sent to Salesforce where they help keep our customer satisfaction record updated.

7. In-App FormAssembly Ratings

We have more than one feedback form to offer multiple chances for customers to send us their comments.

In the FormAssembly app, you may have seen a 1-10 rating scale pop up. This is an integration between Pendo and FormAssembly. The response given on this form is transferred through a FormAssembly form.

We use our own form solution because it enables the form to auto-submit with custom JavaScript as soon as a customer picks a rating. Other feedback form apps and solutions may give an “Additional Feedback” option following a rating; if the customer ignores that step, the score doesn’t get submitted. Using FormAssembly to integrate with Pendo also allows us to send email notifications and feed information into Salesforce to either update or create custom object records.

—–

There you have it! FormAssembly is not only fitting for multiple different departments and teams, it also has multiple use cases within those departments.

If you’re interested in implementing customer support forms or another form similar to these examples for your organization, contact us or get started today!

The post 7 Ways Our Customer Support Team Uses FormAssembly appeared first on The Assembly Line.

VisitOps Overview

FormAssembly partner VisitOps is a native Salesforce app that helps companies manage customer visits and run briefing programs. VisitOps makes it easier to manage all the various activities involved with these programs, including scheduling and coordinating events, creating agendas, and gathering feedback from customers and visitors post-event. Their ability to integrate with Salesforce makes them the natural choice for companies that rely Salesforce as their CRM.

Why Use VisitOps?

Customer visits and briefing programs are by no means new forms of connecting with customers, but the ability to collect the information gained from briefings and seamlessly connect it with the larger sales process and business goals has historically been limited. Because of this, the impact and value of such programs hasn’t always been clear or measurable.

This is the problem that a solution like VisitOps solves. According to Diane Lubinskas, President of VisitOps, a connection to Salesforce is important for companies that want to understand what role briefing programs play in their sales process as a whole.

“The first step is to make sure that as briefings are conducted, you can track them throughout their lifecycle and include them when developing sales strategies and measuring impact on business. In the past, briefing data has typically been missing from business metrics and analytics because there was no direct connection to opportunities. Now, that’s a thing of the past,” she said in an August 2016 interview with us about her work with Lenovo’s Executive Briefing Center.

VisitOps creates a direct connection to Accounts, Opportunities and Contacts and gives visibility to how high-impact briefing experiences influence customer decisions, solidify relationships and uncover opportunities for incremental business. Additionally, the Salesforce connection helps companies maintain and view a more complete picture of sales information in the convenient, familiar Salesforce format.

How VisitOps + FormAssembly Helped Lenovo’s Executive Briefing Center

One mutual customer of FormAssembly and VisitOps is the Lenovo Executive Briefing Center. We completed a case study about the FormAssembly-VisitOps solution that enabled Lenovo to coordinate event requests from business partners with and without Salesforce IDs and further their goal of taking briefing programs to the next level.

Here’s an excerpt from the case study:

Key VisitOps Services

VisitOps provides several important services for managing briefing programs and customer visits:

• Scheduling Coordination: The VisitOps app gives companies a visual way to manage their calendars and see which rooms are booked at which times.
• Event Requests: In our case study on Lenovo’s use of VisitOps and FormAssembly, we described how Lenovo uses portals created by VisitOps to allow business partners to request briefing events.
• Agenda Creation: Using an intuitive interface, companies can plan out an entire customer visit from start to finish, including inviting and managing speakers and booking multiple rooms for agenda sessions.
• Pre and Post-Event Feedback: Before and after briefing engagements, VisitOps allows customers to collect feedback and automatically incorporates the results in briefing and contact records  enriching their understanding of the event’s effectiveness.

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With their easy-to-use tools, VisitOps has provided multiple companies with a focused understanding of the benefits of briefing programs and how they fit in with the larger customer journey.

Learn more about VisitOps on their website, or visit their page on the Salesforce AppExchange.

The post FormAssembly Partner Highlight: VisitOps appeared first on The Assembly Line.

This is a post from our Channel Solutions Engineer, Peter Bernardi.

In this blog post, we’re going to look at how FormAssembly interacts with the new ‘Files’ introduced in Lightning.

Previously, the ‘Attachments’ object worked within FormAssembly and Salesforce, but as we move forward fully into Lightning, we need an update on working with the new ‘Files’ interface.

Keep reading for a step-by-step explanation of how to execute this in your FormAssembly account.

Note: FormAssembly is also working on a built in solution to this, which will be available shortly. But until then, this tutorial will allow you to work with ‘Files’ accordingly. Also, Chatter must be enabled for this tutorial to work.

Form Setup

The form you use with file uploads can be as simple or as complex as you’d like. For our example, we’ll keep it pretty simple so that we can focus on the core value – files.

We’ll use a form that just has a field for ‘Account Name’ and then the ‘File’ we’d like to attach to that account:

Now that we have the forms set up, let’s have a look at which connectors we’re using.

Form Connector Setup

For the connector, we’ll look up the ‘Account’ by name and then upload the ‘File’ to that ‘Account.’

First, the straightforward ‘Account’ lookup:

We do this lookup solely to refer to it later and attach the ‘File’ accordingly.

Now, the fun part – the ‘File’ upload. The ‘Object’ structure of this was quite elusive, but we’ve got it nailed down to just one step, creating a ContentVersion:

Now, let’s have a closer look at these fields and what they relate to.

Version Data: This is the actual data for the ‘File,’ so we’ll map in the “File Upload” field from our form.

Path On Client: This is the internal Salesforce path, so again we’ll map the actual file data, in the “File Upload” field in our form.

First Publish Location ID: the ID of the object you want to associate the file to. In this case, we’re going to refer to the ‘Account’ we found in the first step of the connector, by using the “ID of an object above” and selecting “1. Account.”

Content Location: “S” – this lets Salesforce know that we’re uploading the file and not referring to it on an external system.

• For reference:
  • ”S” = Within Salesforce
  • “E” = External to Salesforce

Content Origin: “H” – we’re going to store the file actually in Salesforce and not an external system, so we’ll use the Chatter option. Note: Chatter must be enabled in your org.

• For reference:
  • ”C” = Content from a Library (external)
  • “H” = Chatter : Chatter must be enabled.

Note: when you choose the ContentVersion Object, two fields will appear, “Title” and “ContentDocument ID”.

1. Do not map anything to the ContentDocument ID. This is created for you when you create a ContentVersion and mapping a value here will throw an error.
2. Title you can optionally map if you want to rename the file.

View Salesforce Records

Now we’re ready to test and view our results in Salesforce. Let’s first run some data through the form:

And then have a look at that File in the Account:

And also confirm that we can see it in the Files tab:

And there we have it! Files uploaded through FormAssembly to the new ‘Files’ tab of Salesforce Lightning.

Want some more Salesforce use cases? Check out this tutorial showing you how to set up an approval process using FormAssembly and Salesforce. If you have any questions or would like more content like this, please reach out to peter@formassembly.com.

Don’t have a FormAssembly account? Sign up today!

The post How To: Upload New Salesforce Files with FormAssembly appeared first on FormAssembly.

Learn how to use FormAssembly to create a #Salesforce #Chatter post w/ a file included
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Originally published 6/26/13 – Updated 6/21/17

Does your organization use Chatter? You can use FormAssembly to post directly to any Chatter feed.

You can even include a file, so your org can view the file right in Chatter. No extra steps necessary.

Chatter posts are named FeedItem in the Salesforce API. If Chatter is enabled for your Salesforce org, you’ll see the FeedItem object listed in the Salesforce Connector setup page, like so:

You can create and attach a Chatter post to any Salesforce record (for example, Contact, Case, or Opportunity).

A FeedItem object requires a Parent ID and some content, which can come from data submitted through the form, or which you can define at setup time.

If you’d like the Chatter post to include a file, you’ll need two extra steps: uploading the file to Salesforce and then associating it to the post.

To upload the file, you’ll create a ContentVersion object:

You’ll note a few things here:

1. ContentDocument ID shows as a required field — do not map anything to it. Salesforce will do that for you when you create the ContentVersion.
2. Content Origin is set to “H”, relating it to Chatter
3. Content Location is set to “S”, meaning that the file is natively in Salesforce.
4. The First Publish Location ID is set to a User record — this can be changed to any other object except the FeedItem. We’ll get to that in a second.
5. Version Data and Path on Client are both mapped to the actual file upload field in your form.

Now that we have the file in Salesforce, we’ll associate it to the Chatter post we created in step 1. This is done with a FeedAttachment junction object:

A few simple steps to map: the Feed Attachment Type as “Content” and then relating the record IDs of the objects we made in steps 1 and 2 in our connector.

That’s all you need to set up. Your Chatter posts can be associated with any record in Salesforce. For instance, they can show in a Lead’s Chatter feed, like below:

If you’ve got questions, leave a comment, email us, or tweet @FormAssembly.

For more Salesforce tutorials, check out this recent post: How To: Upload New Salesforce Files with FormAssembly.

The post How-To: Create a Chatter Post in Salesforce and include a file appeared first on FormAssembly.

eBook: Start creating better #webforms today w/ these #webform #design tips.
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There is no shortage when it comes to issues in web form conversion. From checkout forms to job applications, sometimes it seems that people just don’t really want to fill out forms. Period. But, we know that can’t entirely be true.

So, why? Why do web forms catch such a bad reputation when it comes to conversion? Part of the answer is bad design. Web forms that don’t prioritize design can be both difficult and confusing to fill out and unattractive and unimpressive to look at. It’s an all-around bad combination.

Our latest eBook uncovers the most common issues with web form design and explores some easy best practices to give you tips on improving your web forms. The eBook covers:

• Form fields
• Form layout
• Form colors and branding
• Form copy

You’ll also learn some lessons about what NOT to do and how to turn around bad data collection processes. (Something we’ll be talking about a bit more over on Twitter.)

Download your copy of the eBook today.

The post [eBook] The Ultimate Guide to Web Form Design appeared first on FormAssembly.

Web forms can serve many essential functions in healthcare, from login forms to registration forms to contact forms. They’re a necessary element of a website and digital process, but too often their design is, well, an afterthought.

That’s a shame because bad design can not only make an organization look outdated, it makes an organization miss out on a chance to have a great interaction with users.

If you suspect your healthcare website forms could use a pick-me-up, try out the tips here.

Want to create beautiful healthcare website forms? Here are 4 tips to get you started
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1. Don’t Forget to Use Color

Forms don’t just have to be black and white. Using color in your forms can evoke emotion and set the mood of a web page, just like a painting or artwork can make you feel a certain way.

Why Facebook is blue & why 90% of an assessment for trying a product is made by color only ? https://t.co/v4frEGStZg pic.twitter.com/o6oXLbjKld

— Buffer (@buffer) May 28, 2017

This awesome graphic from Buffer shows some of the common associations, and it’s probably not much of a surprise that many healthcare organizations and wellness companies tend to lean toward green or blue for branding.

Examples of blue branding in health & wellness:

• Mission Health
• UT Medical Center
• Blue Cross Blue Shield

Examples of green branding in health & wellness:

• Humana
• Aetna
• Shakeology

For overall branding consistency, use the same color palette for your web forms and your website as a whole.

Use #brand colors in your #healthcare #webforms.
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2. Match Fonts to Your Brand

Sorry, Arial font. You’re a little overdone and people are getting tired of you — especially on web forms.

?? Arial: Helvetica’s weird, ugly cousin [10 Fonts That Designers Love To Hate http://t.co/Jb7d8HNQi6] pic.twitter.com/4JtJmfAE9R

— Creative Market (@CreativeMarket) June 5, 2015

Arial might be standard, but it can look outdated, especially if you’ve taken the time to come up with other nice fonts for your brand.

Keep the same fonts across all aspects of your site, web forms included, and you’ll do wonders for their appearance.

3. Be Mindful of Your Words

It’s easy to default to serious language in web forms. However, you might want to consider changing that up. When people use the internet to find healthcare services, they’re seeking help and guidance.

Instill some humanity into your copywriting, and get rid of impersonal, yet common, phrases and words like ‘Submit’ on your CTA buttons.

4. Break Convention

If we’ve shown anything here, it’s that forms don’t need to be boring, devoid of color creations with stern copywriting in Arial font. They can be vibrant, user-friendly, and conversational.

Take those lessons a step further and see what other conventions you can break with your web forms.

Try:

• Using lowercase fonts (if it fits with your brand)
• Forgoing the typical required red asterisk
• Breaking forms up into multiple pages
• Rounding the corners of your submit buttons and form fields

In other words, get creative and make your web forms the interactive data collectors they’re capable of being.

Are you craving more tips for improving the user-friendliness and overall appearance of your web forms? We’ve got your fix in our new eBook on web form design.

Download it today for best practices, what not to do, and more great web form design advice.

The post 4 Tips for Creating More Engaging Healthcare Forms appeared first on FormAssembly.

Creating the perfect web form boils down to a select few items, which we covered in length in our recent web form design eBook:

• Form fields – What data are you collecting and question are you asking, and what form fields will you be using?
• Content – How are you wording your questions, and what microcopy will you be including?
• Layout – How are you arranging your form fields?
• Branding – What’s the look and feel of your form?

To help you improve the forms you create with FormAssembly, we’ve put together this infographic that you can reference for best practices in each of those areas.

The post [Infographic] The “Perfect” Web Form appeared first on FormAssembly.

You already know the many ways there are to use FormAssembly with Salesforce, but it’s especially helpful to see real-life examples of those systems being combined in innovative ways.

This tutorial, from our partner Frazer Lewis at Rephrase Consulting, covers a start-to-finish grant application management process created using FormAssembly, Salesforce, and Drawloop. The process includes:

1. An initial application form gathering details about the grant and the requester that creates a new account record and a contact record (with the grant application attached) in Salesforce.
2. Automated emails sent to the grant requester.
3. An assessment form that can be used by people without a Salesforce login (and the ability to mass-send applications to people for assessment).
4. Additional forms from grant acceptance, to an RSVP form for a grant onboarding event, to an onboarding event feedback form, all connected with Salesforce with lots of neat automation built in.
5. Dashboards with helpful insights into information collected through the forms.

Like this video? You can learn more about our partner Rephrase Consulting on their website.

The post Partner Tutorial: Rephrase Consulting appeared first on FormAssembly.

There are over 1.5 million nonprofit organizations in the U.S. alone. Though each one has a unique mission, many struggle with similar challenges of proving the value of their program, securing ongoing funding, providing services to constituents, and working with limited resources.

How can forms help nonprofits? By taking the repetitive, time-consuming tasks that so many nonprofits have to complete and turning them into streamlined workflows. FormAssembly has helped hundreds of nonprofits improve productivity, which in turn saves time for more meaningful work.

If you’re a nonprofit, here just a few of the reasons you should give FormAssembly a try.

1. Easily Process Donations

Nonprofit donations are slated to increase by 3.8 percent in 2018, following a similar increase in 2017. This bodes well for all nonprofits, but you need to make sure you have a reliable, secure and simple way to process donations. In addition to the many different FormAssembly use cases, you can use our form builder and payment gateways to create donation forms.

2. Benefit from the Nonprofit Discount

Nonprofits often have to figure out how to do more with less, at least when it comes to money. Our nonprofit discount reduces the cost of getting started with FormAssembly, and saving on SaaS subscriptions means more money continues to go to the projects you run and the people you serve.

Learn more about our 20 percent nonprofit discount here.

3. Automate Repetitive Work

There’s work and then there’s your calling, aka, the reason you started working at a nonprofit in the first place (or the reason you started a nonprofit, as the case may be).

For nonprofits of all sizes, FormAssembly can help to simplify administrative work so that more time can be devoted to more meaningful activities.

FormAssembly nonprofit customer Pets for Patriots connects military veterans with shelter animals, and they use FormAssembly to speed up and improve their formerly time-consuming application processes. Pets for Patriots CEO and Founder Beth Zimmerman estimated a 50 percent time savings from using FormAssembly.

“FormAssembly is a critical part of a process that is so fundamental to everything that we do. The speed and accuracy that it allows us to have without any human intervention is something that frees up our really small team to instead spend more time doing the work that can’t be automated or passed off to technology, and that’s actually working with and talking with our veterans and helping them through the process of adoption and post-adoption follow-up and all the other things we do that makes us special.”

– Beth Zimmerman, Founder and CEO, Pets for Patriots

4. Expand Salesforce Use With Our Connector

Are you one of the 12,000+ nonprofits that have used Salesforce over the years? FormAssembly’s Salesforce integration is perfect for nonprofits like yours. Our Salesforce connectors include:

• Salesforce Submit Connector
• Salesforce Prefill Connector
• Salesforce Save Connector
• Salesforce Marketing Cloud ExactTarget Prefill Connector
• Salesforce Marketing Cloud ExactTarget Connector

Learn more about how these Connectors help you save time and formalize processes in our blog post on our partner Rephrase Consulting’s site.

5. Replace Multiple Tools

It seems like there’s a web tool for just about anything these days. From scheduling to event planning to job postings, nonprofits have multiple options for completing various administrative tasks.

With too many of these tools, there’s a danger of running into a technology overload: a tipping point at which one too many tools actually adds more work instead of simplifying your existing work as it should.

One thing nonprofit organizations love about FormAssembly is that it serves multiple purposes.

Nonprofit organization If/When/How cut down their use of other survey and event registration tools when they realized FormAssembly could meet those needs.

“We don’t use EventBrite anymore, we don’t use SurveyMonkey anymore and we don’t use Google Forms anymore… FormAssembly has cut out a lot of the redundancy and different platforms we were using.”

– Sarah Layton, Director of Finance and Operations, If/When/How

6. Collect Data Offline With the Mobile App

As of 2016, there were over 4 billion people worldwide who didn’t have internet access. Nonprofits working in rural or remote areas might not be able to access internet all the time either. This can make effective data collection difficult. However, with FormAssembly’s mobile app, you can collect data without an internet connection, then sync it with your FormAssembly account when you have a connection again.

Learn more about the app here.

7. Achieve Better Impact Measurement

You probably have a clear idea of your nonprofit’s main goal, but what do you know about the impact your programs are making? Impact measurement is important, in part, because of the effect it could have on potential donors. According to Guidestar, 90 percent of people surveyed said having information on an organization’s impact would convince them to support those nonprofits.

You have to be able to collect data to analyze it for impact, and a form builder helps you do that. A form builder like FormAssembly also allows you to capture survey data from the people engaged in your programs and compare that with other reactions over time. That data can be integrated with Salesforce as well.

Clore Social Leadership was able to move toward better impact measurement of their leadership development programs by using FormAssembly to compare self-reported survey responses before and after programs took place.

“It has been incredibly useful and quite groundbreaking. For the first time we were actually able to demonstrate a significant increase in people’s self-reported measurements and their manager’s measurements across the six capabilities. It was the first time we could actually say that there’s a visible difference in people’s understanding, confidence and performance from the beginning to the end of the program that is created as a result of the content of the program.”

– Iga Wojtasik, Program Coordinator, Clore Social Leadership

8. Reduce Bias Without Sacrificing Speed

Sometimes the benefits of a form solution are straightforward. Other times, they’re profound, but not in the way you would think.

FormAssembly customer Baltimore Corps revamped their Fellowship application in a way that helped them keep up with the hundreds of applications they receive, save up to two hours of time per application, and reduce the possibility of bias in their application flow. From their in-depth guest blog:

“In addition to shaving off critical time from the design, construction, and maintenance of our application and review forms, the template approach has introduced new possibilities further downstream in the process, including a cleaner and more standardized way of displaying candidate profiles to our potential employers. While switching to FormAssembly began as a tactical decision to save us some headaches as we migrated away from resumes, it has provided a huge strategic advantage as well allowing us to expand the integrity and fairness of our process throughout the application cycle.”

– Billy Daly, Systems Design Manager, Baltimore Corps

9. Quickly Publish Forms on Your Site

With FormAssembly, it’s not a long, drawn-out process to get a live form out to the people who need to fill it out. You can choose from four different publishing options, including a WordPress plugin that allows you to easily embed and publish forms.

10. Create Branded Forms

Looks matter when you’re talking about donation forms. Numbers from Network for Good show that nonprofit-branded donation landing pages outperform generic ones in terms of both the amount and size of donations. Branded forms accounted for 56 percent of online donations compared to the generic pages’ 3 percent, and the gift amount for branded pages was roughly 50 percent greater than that of generic pages.

With FormAssembly advanced branding and form customization options, you can achieve branded forms that match your nonprofit’s look and feel and may help you improve your donations.

Try FormAssembly today and see for yourself why hundreds of nonprofits choose FormAssembly to handle their web forms and data collection.

The post 10 Reasons to Use FormAssembly: Nonprofit appeared first on FormAssembly.

This is a post from our Channel Solutions Engineer, Peter Bernardi.

In this blog post, we’re going to look at how to make “clickable” links to select records out of Salesforce—in your form! This is a great use case when wanting to “select” a specific record to work with on a successive form, build out smarter (cleaner) workflows, and create an overall better experience.

The example we’ll be working with today is to select a Contact to edit from an Account in Salesforce. On the first form, we’re going to give users as many options as meet our criteria and when they click one of the links to select, we’ll prefill the second form with that chosen Contact’s information.

We’ve had a lot of interest in this topic from a variety of sources, so I’m happy to report we have an optimized solution.

Note: this is somewhat advanced use of FormAssembly. If you’re not comfortable editing custom code, you might want to build up those skills before attempting this tutorial. Here is some information from our documentation to get you started. Though our Success Team does not support custom code help, we work with a number of partners who may be able to assist you, please email us at partners@formassembly.com.

Prerequisites

Before we do anything, we’ll need to actually create the two forms and give them names. For this example, I created forms titled “Clickable Link Selection” and “Clickable Link Prefill and Edit”. Keep the URLs for these two forms handy.

First Form Setup

The first form we’ll build for this tutorial has only a few requirements on the construction side. At its core is the repeatable section where we’ll push Salesforce information and build out the links.

The first step is to create a new fieldset and make it repeatable.

Give your fieldset a name, and then add in whichever fields you want to display out of Salesforce (for this example, we’ll just do Full Name of a Contact). You’ll also need to add a hidden field to take the URL parameter you want to push into the next form (the Salesforce ID in our example).

Here’s what that fieldset will look like in the form builder.

Now, we’re going to add a Text element (Add Content > Text & Image > Text).

Once added and selected, click the “HTML” button. Delete the text and paste in the following HTML structure:

            <a href=”https://instanceName.tfaforms.net/secondFormID?urlParam=#” class=”clickableLink”>Text to display for your link</a>

Of course, replace:

• “instanceName” with your FormAssembly account instance
• “secondFormID” with the numerical ID of the form you want to push to
• “urlParam” with the prefill parameter for the next form’s prefill connector
• “Text to display for your link” with whatever you’d like to use

Also:

• Leave the “#” sign in place. This is what we target with replacement
• Leave “clickableLink” as the CSS class

Our example looks like this:

            <a href=”https://enterprise-demo.tfaforms.net/394?cid=#” class=”clickableLink”>Clickable link</a>

Now it’s time to paste in some Custom Code. Before we do, we’ll need to know the field ID of the value we want to include in the URL (“Prefilled Value From Salesforce,” in my example). You can find that by going to https://instanceName.tfaforms.net/forms/definition/formID on an Enterprise account or https://app.formassembly.com/forms/definition/392

Open Custom Code, and paste in the following:

<style>.removeLink, .duplicateLink, .wForm .primaryAction { display: none; }</style>

<script
   src=”https://code.jquery.com/jquery-3.2.0.min.js”
   integrity=”sha256-JAW99MJVpJBGcbzEuXk4Az05s/XyDdBomFqNlM3ic+I=”
   crossorigin=”anonymous”></script>

<script>
$(document).ready(function(){

   //declares function to replace href in hyperlink text with value of a field in repeat section
  function dynamicLinks(linkClass, fieldId) {

      //creates selector statement with fieldId
      var selection = ‘input[id^=”‘ + fieldId + ‘”]’;

      //intializes array to store new links
      var linkArr = [];

      //adds links to array from field in repeat section
      $(selection).each(function() {
        linkArr.push($(this).val());
      });

       //replaces the class of hyperlinks with values from the link array
       $(linkClass).attr(“href”, function(i, origLink) {
     return origLink.replace(/#/, linkArr[i]);    
       });

     };

 // This is the field ID to update with your value from Salesforce field ID
 dynamicLinks(“.clickableLink”,”tfa_2“);  

});
</script>

tfa_2 is my field, so replace that with whichever field’s value you want to push into the URL.

Now that we have the forms set up, let’s have a look at which connectors we’re using.

First Form Connector Setup

On the first form, we only need a Prefill Connector, since we won’t actually be submitting anything through this form, just using it to select a record. Navigate to Connectors and add a Salesforce Prefill Connector:

In this connector, map in whichever fields you’d like to display and set the URL parameter accordingly. For our example of Contacts on an Account, we’ll pass in the Account ID and then prefill all (repeatedly) Contacts that match that Account ID:

Make sure that your repeatable section is chosen and decide your sort order. From here, we can move on to the second form.

Second Form Setup

For the second form, the setup is as simple or complex as you want it to be. When working with Contacts, you may only need a few fields. When working with long applications, as Baltimore Corps does (huge shoutout to Billy Daly at Baltimore Corps, who was critical in optimizing this use case!), you may need a few more fields. For this example, I’ll keep it simple with just basic Contact information prefilling:

Second Form Connector Setup

Again, it depends on your use case for the Submit Connector, but we’ll definitely cover the Prefill connector.

Make sure that the URL parameter that you specified in your clickable link is the same URL parameter that your prefill connector takes:

You’ll notice ‘cid’ as my URL parameter in the prefill connector and ‘cid’ used in my clickable link URL.

From here, we have everything we need to test! So let’s give that a whirl:

You’ll notice the Account ID as a prefill parameter in the first form and then prefilling all Contacts. I choose a contact, load the second form that has the Contact ID dynamically built in the URL and then can edit that specific contact!

Want some more Salesforce use cases? Check out this tutorial showing you how to set up an approval process using FormAssembly and Salesforce. If you would like more content like this, please let us know below!

Don’t have a FormAssembly account? Sign up today!

The post How To: Dynamic Clickable Links appeared first on FormAssembly.

This guest post was provided by SalesWings, a lead scoring and website tracking add-on.

Sales and marketing leaders: Did you know that, on average, only 27 percent of the leads coming in through inbound forms will be qualified? And of those that are qualified, only half are ready to buy? And what about the other 73 percent…? Without an effective lead qualification process, your sales reps are wasting time with leads who aren’t ready to buy, don’t have a real need for your solution, may not have the authority to make a purchase, or simply lack the budget needed to work with your company (or any combination of those). That’s a lot of wasted time and effort for a “hungry” sales rep. Not to mention that those reps might be missing out on spending time with a lot of potential qualified leads and future customers. Luckily, lead capture and lead scoring solutions can help you build a strong lead qualification system. But first, we’ll need to cover why lead qualification is such an important part of your sales process.

Effective Lead Qualification Starts With Web Forms that Ask the Right Questions

Of course, getting the benefits of qualifying leads requires utilizing strong web forms. This is also where marketing can assist in producing quality leads for sales. When marketing managers use a high-quality web form tool like FormAssembly, they can easily create and manage forms on their website for newsletter signups, content downloads, or even demo requests. You can usually also connect those forms directly to tools like Salesforce so that leads go right into your CRM.

To attract good leads, however, you need to make sure your form has a few specific elements. First, you need to have a clear call-to-action at the top of the form so that people know what they get when submitting. Second, the form should have a clean style that matches the brand on your website (otherwise, it will look strangely out of place). Finally, the form should not have too many fields, as that will deter people from filling it out. This is where contact data enrichment comes in handy; instead of trying to qualify a lead by asking them to fill out tons of information on a form, you can have less form fields and let the data enrichment feature fill in information that can be located on a social media profile. With a winning web form, you get the benefit of having higher conversions (more people will fill out the form) with better quality leads (less likelihood of spam).

Key Benefits of Establishing a Lead Qualification Process

For both marketing and sales teams, there are multiple benefits of qualifying leads. To start, lead qualification increases the effectiveness of your sales process by ensuring that people are focused on the best leads. You certainly don’t want sales to spend months working with a lead only to find out that the lead isn’t looking to make a purchase until the third quarter of next year, or that the lead’s company’s industry reveals that they don’t actually have a need for your solution in the first place.

Attracting the right leads is key to start with. This is achieved with a solid content strategy that follows the ground work of defining your ICP (ideal custom profile). With that in mind, you can invest smarter in AdWords, or leverage other technologies such as Leadsift which identifies well-fitted leads at the top of the funnel.

Marketing managers can then combine their lead nurturing (email marketing) efforts (Autopilot can help with that) with a website tracking tool and a lead scoring solution to understand their buying stage. SalesWings, for example, can track not only how often a lead visits the website, but also which pages they are viewing (and when they’re viewing them). By visiting a website often, a lead reveals that they’re quite interested in your solution and should, therefore, be prioritized as “hot” for the sales team. This should be especially true for leads who spend a lot of time on the pricing or demo pages of the website. But leads that haven’t visited in a long time, or don’t visit your website at all, should be categorized as “cold” since their level of interest isn’t very high. Lead qualification with the help of website tracking and predictive scoring lets you know who is most interested and ready to purchase your product or service.

Another key benefit of qualifying leads systematically is that it increases the efficiency of your sales process by ensuring leads have both the budget and authority to purchase your solution. How many relationships have your sales and marketing teams nurtured only to learn that the lead has to ask their supervisor for permission or budget to buy your solution? Waiting until the end of the sales process to learn that information is incredibly inefficient.

When it comes to determining a lead’s budget and purchase authority, sales reps benefit greatly from intelligent real-time contact data enrichment. This feature fetches key data about leads and their companies from social media profiles on Facebook, Twitter and LinkedIn. Another useful tool called Fullcontact shows you lead profile information right inside Gmail.

Having data about someone’s role within their organization (as well as the size of that organization) can provide insight into whether that person is able to make a purchase. Having a director-level title might mean you can decide to purchase a solution in a 50-person company. But a lead with that title will likely need VP-level or C-suite approval in a company with 5,000 employees. If your team is using website tracking, a rep can quickly follow up with leads to find out their current budget.

Remember that lead qualification is meant to increase the efficiency and effectiveness of your sales process. Don’t overcomplicate it. If you create processes that are too complex, then you won’t get the benefits of qualifying leads. But high-quality web forms, website tracking, and predictive lead scoring can help.

Do you struggle with your lead qualification process? Let us know below!

About SalesWings

SalesWings is an intelligent lead scoring and website tracking add-on that aligns sales and marketing around the hottest leads. SalesWings helps sales reps reduce lead qualification time by offering them insights into the nature of the leads’ interest based on website activity, as well as enriched contact information about the lead’s profile and their company’s key data. This leads to a better collaboration between marketing and sales, faster response rates, and an increase in deal closing rates.

Want to learn more about productive lead qualification? Contact the team at SalesWings today.

The post Benefits of Qualifying Leads Systematically Combining Web Forms and Lead Scoring appeared first on FormAssembly.

For a lot of people in a variety of different industries, work doesn’t always happen in an office. For scientists and researchers, work might take place in the middle of a desert. For people in a service job such as plumbing or home computer repair, work could take place in any number of different residences. Even for people in more traditional 9-to-5 jobs, events like trade shows can take people into unfamiliar surroundings. If you’re using a SaaS solution to collect information, those unfamiliar surroundings can put you in a difficult situation if you’re relying on WiFi. With FormAssembly’s mobile app for iOS devices, you can collect data offline and sync it to your account when you connect to secure WiFi again. That’s all there is to it. Trying to think of ways to put this to use in your organization? Here are five ideas we came up with. See if one of them strikes a familiar chord!

1. Input Timesheet Data Remotely

Plenty of organizations use paper timesheets, but that doesn’t mean it’s the most efficient way to track hours. To start with, re-entering data into a computer is time-consuming and no one’s favorite task. Second, paper can be hard to keep track of. If employees working outside of an office forget to bring timesheet forms, they might forget to note their hours at all, resulting in incorrectly entered hours later. Web forms, filled out on a computer or through the FormAssembly mobile app can help you solve the paper issue and provide a way to enter your work hours without a WiFi connection.

2. Capture Remote Research Information

Whether you’re a student researcher or a career scientist, whether you’re collecting data on the top of the mountain or in the middle of a city, you might not always have a reliable internet connection. That’s where the ability to collect data offline, edit it as needed, and sync it to your main account, can really come in handy.

3. Capture On-Site Work Notes

Like we mentioned above, plumbers and home computer repair people are just two examples of professionals whose jobs take them to multiple different locations. Collecting notes through web forms on the house visits that these people make can be helpful and sometimes necessary to keep records organized and provide great customer service.

4. Gather Leads at a Trade Show

WiFi isn’t always free at conferences and trade shows, but it can be hard to achieve your goals without it, especially if you’re attempting to manage a booth and collect leads for your business. This is another situation where offline data collection can be useful. Create a simple lead capture form, and allow visitors to your booth to input their information offline or online through that form. No need to collect and keep track of business cards, and no need to worry about overpaying for WiFi.

5. Sign-up Students at College Fairs

Just to show how many different industries offline data collection can be helpful for, we’ll look at one more: higher education. Similar to the trade show example above, higher education professionals attending college fairs might not have great WiFi access, or they simply might not want to deal with collecting information by paper forms. Instead, the answer can be sleek web forms that allow for offline data collection. Prospective students may also appreciate the use of technology as well.

These are just a few simple examples of how you might use the mobile app no matter what industry you’re in. How could you use or modify one of these for your organization? Let us know in the comments below, then learn more about the mobile app.

The post 5 Ways to Use FormAssembly’s Mobile App appeared first on FormAssembly.

If you’re like many organizations, you probably use forms to collect payments for products or services or to process donations. Payment forms can be tricky to create well. Not only are you asking people to take time out of their day to fill out a form, you’re also asking them to give you some of their hard-earned money. The good news is there are things you can do to make the process of filling out a payment form easier, even painless, for your users. Read on for form tips you can use to benefit your organization today.

1. Prefill Information

Think of how much you type on a regular day. As you roll out of bed, you might scroll through your social media feeds and write comments to friends. During breakfast and your commute, you probably send a few texts and emails. Then your day begins. You type up more emails, maybe a report or two, a strategy document, the list goes on. With all the typing and computer work you do on a regular basis, why would you want to make more keystrokes than you have to? That’s why in payment forms, if you have the option, always prefill any information you can for your users. The more work you do for them, the easier a job they have of filling out your forms.

With FormAssembly you have multiple options for prefilling forms with user data:

• Salesforce Prefill Connector – Prefill your forms with user information that’s stored in Salesforce.
• URL Prefill – Build a URL that will prefill information for a user.
• Prefill Within a Form – If your forms ask for the same information in multiple fields, prefill from one section to another.

2. Test Your Forms on Multiple Devices

More people than ever are using mobile phones for a myriad of uses, including making purchases and processing payments. Mobile device internet usage already overtook desktop internet usage back in 2016, and it’s only expected to increase. If your payment forms don’t work correctly or look good on mobile devices, that’s a problem. Before you put a web form into use, make sure to test it with your team on multiple devices and multiple browsers to make sure that it works the way you intend it no matter whether you’re on a phone or a laptop.

Check out these great tips from our documentation for achieving responsive forms.

3. PCI Compliance

Declining trust is an issue across the board for NGOs, government, media, and businesses, according to the 2017 Edelman Trust Barometer. While your organization individually may have done nothing to merit distrust, it’s every organization’s job to do everything possible to strengthen customer trust.

If you’re collecting payments on the internet, whether it’s a donation or a subscription service, make sure your users have no reason to worry about security. That means using secure payment connectors and choosing vendors that prioritize security (like FormAssembly’s PCI DSS Level 1 Certified Compliance Cloud plan).

4. Keep Forms Visually Simple

Minimal payment forms aren’t just nice to look at; people also prefer them. In a study from the University of Basel and Google/YouTube User Experience Research, researchers found that the more complex a site, the worse an impression it left on users. Takeaway? Don’t overcomplicate your payment forms. Cut out any unnecessary elements, while still achieving the same function. Keep the design simple and focus on the main goal of the form: to allow people to quickly and successfully make a payment.

Get more great design tips in our web form design eBook!

5. Reduce Form Fields

While there are some exceptions to this rule, shorter forms generally get better response rates, because they require less work from your users. In a study conducted by Dan Zarrella (summarized in this HubSpot article), Zarrella found that as form fields increased, conversion decreased. Once people have made it to your payment form or donation page, don’t make them jump through too many hoops to complete the form. Instead, only ask for the information you absolutely need.

————–

What are you waiting for? Get started applying these tips to your FormAssembly forms. Don’t have a FormAssembly account? Sign up today (Choose Compliance Cloud for PCI DSS Level 1 Certification and more).

The post 5 Tips for Creating Payment Forms People Will Want to Fill Out appeared first on FormAssembly.

Looking back at our busy week at Dreamforce 2017, there’s not a lot we didn’t do. In addition to manning two booths, winning a Demo Jam, and attending the hottest parties (and Dreamfest), our CEO Cedric Savarese had the time to sit down with Steven Boland from the Next in Nonprofits podcast. The two chatted about FormAssembly’s integrations, how to make forms easier to fill out, and more. Here is an peek at the first few minutes of the podcast.

Listen to the full episode.

Cedric Savarese (CS): FormAssembly is a very easy-to-use, drag-and-drop form builder that allows our users to create online forms and collect the data that they need to power their particular use cases and business processes. We have a very deep integration with Salesforce, as you said we’re here at Dreamforce today, so you can get the data in Salesforce where you can actually work with it.

Steve Boland (SB): So, one one would hope that the idea of asking people to give you information would be the, what I always refer to with clients as the least amount of friction as possible. You want to make it the easiest experience that it can be. But you also want to be able to get the most information that you can, so you’ve got to be living in a world of balancing how long does it take to complete a form, how difficult is it, how many pages, against the business case for asking for that data, because some people are just going to bail out. That’s got to be a large part of what you try to help people figure out, not just in the drag-and-drop, but also in the strategic: how do you get information from people?

CS: Yeah, that’s a great question and a that’s a real challenge. You as the stakeholder in this process, you need the information, but everybody has had to fill out forms and you probably hate it. You probably feel like you’re always giving the same information over and over, so one way to go with that is to make sure that first you only ask the questions that are really relevant to what you need, but also to the answers that you received before. So you can build smart forms that have branching logic in the flow of the questions, so that if the person is married, you can ask questions about the spouse, but if they’re not married, you can skip that part entirely and move onto the next subject. That makes small forms faster to fill out. Another thing that you can do is not ask questions you really don’t need. That’s something that’s easy to do from a business capacity where you say, oh it would be nice if we knew this about our client or our donors, but maybe we don’t really have a use for it right now. So with FormAssembly you can make changes to your data collection process at any time, you don’t have to have it perfect in the first place, so it’s ok to just leave questions out if you’re not sure whether you need that data right away, then add it later if you find a need for it. So that’s kind of a few things you can do there.

SB: So, one of the things that is always challenging in the charitable sector in particular is the amount of information that a development team would want in terms of fundraising capacity as opposed to communications or program delivery, which may want a lot less. And your point earlier about do you need that question asked; in charities an awful lot of the time they’re asking for a gender identification because they make assumptions about donors based on that and they want to know what bucket to put you in. I always try to push back with clients on that, instead of trying to make an assumption about a client based on that, ask them the information that’s important to them. What do you want to tell us? How do you think about that in terms of this branching logic question you were raising, with what is important for that donor to tell you about what they care about and how much would the form then collect?

CS: Obviously, the form itself has a purpose, right? If you’re trying to collect a donation, you want to make sure the person puts in a number and hopefully credit card information or bank account information so you can actually process that data. That’s the first thing the form needs.

SB: Right, that’s the minimum. Got to have that.

CS: But, at the same time, yeah, you can definitely take this as an opportunity to let the person tell you what they’re interested in, what they want. And you can have free-form questions. They can just write comments instead of trying to guide them through a particular set of questions that you may have. So, any time you have an opportunity to interact with your clients or your donors or your volunteers you can make sure that you have forms that have multiple purpose. Give them a chance to give you some feedback then also do what you really need to do to handle that transaction.

Hear the rest of the story.

If you’re interested in learning more ways FormAssembly works with and for nonprofits, check out this post from Giving Tuesday on our work with Techbridge, a nonprofit dedicated to helping other nonprofits. Read the blog and download the case study today.

The post Recap: Next in Nonprofits Podcast Recorded at Dreamforce 2017 appeared first on FormAssembly.

Happy holidays! It must be all the seasonal cheer in the air, but it’s got us thinking about gift-giving. FormAssembly’s probably not on your friends’ and family’s holiday wish lists, and you likely won’t get it in your office’s gift exchange, but maybe it’s something you’ve been hoping to get for your department or organization.

So with that in mind, here’s our FormAssembly Gift Guide, with a quick overview of each plan, how to know if it’s right for you, and some of the features you’re sure to use over and over. Whether you’re looking to purchase in December or any other time of the year, use this guide to help you select and purchase the FormAssembly plan that’s right for you.

Today we’re covering the FormAssembly Professional Plan. But, stay tuned for Premier, Enterprise, and Compliance Cloud plans, later in the month!

The Plan: Professional

Data collection is a necessary part of just about any business, but often data gets collected in inefficient ways: emails, paper forms, etc. When you work on a smaller team, there’s absolutely no extra time for inefficient processes and methods. In these cases, FormAssembly’s Professional Plan can provide a simple cost-effective solution.

The FormAssembly Professional Plan offers just the features you need, and is great for creating all the basic web forms your organization might need, including contact forms, donation forms, lead forms, payment forms, and more. Better yet, the form builder and publishing options make it easy to create a form and get it up and running without the help of a developer or web designer.

Perfect For:

• Small businesses
• Nonprofits
• Entrepreneurs
• Clubs and associations
• Salesforce Administrators

Key Features:

• Simple, drag-and-drop form builder
• Standard Salesforce connection for creating and updating records in your CRM
• Reports built into FormAssembly
• Helpful support team to get you up and running and answer questions

Cost: $89/month ^{*paid annually}

The post FormAssembly “Gift Guide”: Professional Plan appeared first on FormAssembly.

Happy holidays! It may be all the seasonal cheer in the air, but December’s got us thinking about gift-giving. FormAssembly’s probably not on your friends’ and family’s holiday wish lists, but maybe it’s something you’ve been hoping to get for your department or office.

Here’s our FormAssembly Gift Guide, with a quick overview of each plan, how to know if it’s right for you, and some of the features you’re sure to use over and over. Whether you’re looking to purchase in December or any other time of the year, use this guide to help you buy smarter.

See a previous post on the Professional Plan, and stay tuned for our Enterprise and HIPAA-Compliant Compliance Cloud Offerings.

The Plan: Premier

FormAssembly’s Premier Plan is the perfect step up from the Professional Plan, when you’ve started to realize the benefits of streamlining your data collection with FormAssembly, but are ready for more features and greater productivity and efficiency. With the Premier offering, you can enjoy all the features of the Professional Plan, plus extra abilities like Autosuggest, E-Signature, and the Salesforce Prefill Connector.

Don’t allow limited resources and lack of defined, centralized processes inhibit your team’s productivity. Try FormAssembly’s Premier Plan today.

Who’s it perfect for?

• Mid-sized businesses
• Consultants
• Other businesses and nonprofits who need a more robust plan than the Professional offering

What features will they love?

• E-Signature feature gives you the ability to gather signatures on forms.
• Salesforce Prefill Connector allows you to pre-populate form fields with data stored in your CRM.
• ExactTarget/Salesforce Marketing Cloud Integration lets you create subscribers, assign those subscribers to lists, and send data to your custom data extensions.
• Mobile App enables offline and online collection of data with iOS devices.
• Autosuggest feature simplifies form filling for users by offering suggestions as they begin to type. Suggestions pull from a CSV you upload of up to 200,000 entries.

Cost: $249/month ^{*paid annually}

The post FormAssembly “Gift Guide”: Premier Plan appeared first on FormAssembly.

Happy holidays! It must be all the seasonal cheer in the air, but it’s got us thinking about gift-giving. FormAssembly’s probably not on your friends’ and family’s holiday wish lists, but maybe it’s something you’ve been hoping to get for your department or office.

Here’s our FormAssembly Gift Guide, with a quick overview of each plan, how to know if it’s right for you, and some of the features you’re sure to use over and over. Whether you’re looking to purchase in December or any other time of the year, use this guide to help you buy smarter.

Read our past posts on the Professional and Premier plans, and keep an eye out later this week for our final post on the Compliance Cloud plan.

The Plan: Enterprise

Even large companies aren’t immune to the problems associated with poor processes and inefficient data collection. In fact, ensuring streamlined data collection across departments can be even more difficult in a large enterprise with multiple departments and numerous needs for forms.

The FormAssembly Enterprise Plan makes form building and data collection simple—even for large companies. Connect your existing systems, and cut out human error, repetitive data entry, and slowdowns due to a lack of development resources, and invest in a FormAssembly Enterprise Plan for your organization.

Who’s it perfect for?

• Midsize and large companies
• Organizations with a need for multiple FormAssembly users
• Companies with complex processes and overtaxed IT teams

What features will they love?

• A dedicated software instance enhances privacy and dependability for your organization.
• Greater admin control over account users and forms.
• Respondent authentication options to allow you to restrict access to specific users.
• Payment processor integration to systems including Stripe, PayPal, and Chargent.
• Powerful Salesforce Connectors allowing prefilling to forms and creating/updating of Salesforce records.

Cost: $599/month ^{*paid annually}

The post FormAssembly “Gift Guide”: Enterprise Plan appeared first on FormAssembly.

The holidays are all about togetherness. Whether you’re gathering with family or friends, you’re likely to cherish the time together over the next few months. Nonprofits also have a knack for bringing people, groups, and opportunities together—and not just around the holidays.

Here are some of the nonprofits that use FormAssembly in their work and how they make pivotal connections in the holiday season and year-round.

Bringing Together… People and Animals: Oregon Humane Society

If you’re an animal lover, you know how critical humane societies and animal shelters are to providing care for animals that don’t have a dedicated family. The Oregon Humane Society, the largest humane society in the Northwest, helps more than 11,000 pets every year, many of them requiring medical care. Despite this, they impose no limits on the length of time an animal stays at their shelter. This December, like every year, they’re trying to get all the available shelter pets adopted before the end of the month.

Learn More: Oregon Humane Society Website

Bringing Together… Women and Underserved Communities and STEM Careers: STEM Advantage

Jobs in Science, Technology, Engineering, and Math (STEM) fields are plentiful (and growing), but the amount of qualified individuals to take those jobs is lacking in proportion. STEM Advantage is working to close that gap and bring together women and people in underserved communities with STEM jobs. STEM Advantage helps provide individuals in California with the necessary experience and other assistance to get a STEM job when they graduate.

Learn More: STEM Advantage Website

Bringing Together… Kids and Mentors: Big Brothers Big Sisters of Metro Atlanta

If you ask people how they got where they are today, many of them would probably mention the help and guidance of a trusted mentor. Big Brothers and Big Sisters of Metro Atlanta aims to facilitate that by pairing at-risk children with people who volunteer to be mentors. Their organization helps more than 2,000 young people at any given time.

Learn More: Big Brothers and Big Sisters of Metro Atlanta Website

FormAssembly Use Case: Program & Volunteer Application Forms (Read all about it in our case study on our work with TechBridge, a nonprofit consulting firm, and how they implemented FormAssembly and other tools for Big Brothers Big Sisters of Metro Atlanta.)

As you gather with friends and family this holiday season, remember nonprofits like these and others, that work tirelessly throughout the year to connect groups in need. Learn more about how nonprofits use FormAssembly in these case studies on Clore Social Leadership and Pets for Patriots.

The post FormAssembly Seasonal Nonprofit Spotlight: Nonprofit Customers Bringing Groups Together appeared first on FormAssembly.