Supermums Uses FormAssembly for Powerful External Training and Streamlined Internal Processes

The Form Advocates

Vicki Moritz-Henry

Head of Training

Case Study Snapshot

Over the course of 2019, FormAssembly has been proud to sponsor and highlight Supermums, an initiative started by Certified Salesforce Administrator and Sales Cloud Consultant, Heather Black. Heather founded Economic Change, a Salesforce consulting agency that helps nonprofit groups in the United Kingdom establish strategy-driven results through technology. Supermums is a growing offshoot that empowers working parents around the world in their pursuit of well-paid, flexible, and established careers working in Salesforce.

Not only does Supermums use FormAssembly throughout various training programs for participants, but staff members also implement web forms internally. FormAssembly provides an easy-to-use data collection platform for a variety of needs and projects. 

About Supermums

  • Trains and equips mothers and fathers who desire to return to the workforce after a period of caring primarily for their children and families.
  • Provides a hands-on program that incorporates FormAssembly as part of third-party software and application training.
  • Supermums students offer over 3,600 hours of pro bono support to 92 charities in the United Kingdom.

The Numbers

6

months of
internal use

22

internal forms
in use

12

complete training course cycles

90

international Salesforce mentors

The Problem

Manual Styling and Upkeep

​”One of my biggest pain points was the designer we needed to use for our last solution,” Vicki reported.

The form designer Supermums previously used required users to have Microsoft Word downloaded on each computer, and it didn’t support Office 365 or Mac. Since these systems were both heavily used by the Supermums team, it was a frustrating problem. Whenever staff needed to update a form, the styling process was manual and slow.

One of my biggest pain points was the designer we needed to use for our last solution.

The Solution

An Array of Practical Features

The team at Supermums enjoys FormAssembly’s e-signature functionality, with the validation through email for added authentication. The Salesforce Prefill Connector also saves time and manual effort when it comes to completing necessary fields. Vicki shared that FormAssembly’s field mapping functionality is a top-notch feature that allows logging all the forms in Salesforce connected to the related Contact. FormAssembly’s styling, branding, and customization options are also much easier to use than other solutions and provide a consistent look and feel for both staff and form respondents.

FormAssembly’s field mapping functionality is a top-notch feature.

Use Cases

Applicants leverage FormAssembly to apply for a program of choice.

Supermums maintains a wide variety of online application forms that encompass different program offerings. These forms include both the Platform Developer I Application and Admin Course Application. To receive an application form (that is integrated with Salesforce on the back-end), interested participants apply to receive an information pack. Then, Supermums reaches out with content and an application.

The first step to receiving an application form includes exploring course options and downloading a pack.

FormAssembly provides easy-to-use forms for embedding on websites.

FormAssembly is an incredible platform for both simple and complex use cases. Supermums leverages the simplicity with an easy-to-use Contact Us form available on the homepage.

The ‘Contact Us’ form is available on the Supermums homepage.

Download an Interest Pack

Supermums’ Download an Interest Pack forms are created with FormAssembly. Submissions on these forms launch an automation to email a PDF of the course information to the trainee. The email also includes a link to the application form and a call to action to book a call with a staff member for further discovery and exploration.

The download forms includes required fields and spam prevention.

Web forms send yearly proposals straight to an advisory committee.

Lastly, the staff members at PASA use web forms to collect yearly RFPs for an annual conference. By using a ResponseID, members of the advisory committee can grade responses and submissions with Yes, No, or Maybe. The team receives upwards of 400 RFP submissions per conference, and web forms allow for a streamlined and easy-to-follow process.

What’s Next?

​In the near future, Vicki shared that Supermums plans to move all online forms to FormAssembly. Previously, the organization’s web forms were spread out over multiple different solutions. This change will save substantial time, since staff will no longer need to search for where a form originated. Using FormAssembly also helps with branding and consistency.

As an organization, Supermums will be utilizing the e-signature feature for the EMEA admin cohort starting in November, and for the first admin cohort in the United States starting in December. The team at Supermums also plans to move all forms requiring GDPR compliance over to FormAssembly.

Supermums plans to move all online forms to FormAssembly.

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