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eBooks

See Our Form Builder in Action in the October 2020 Demo Webinar

FormAssembly’s all-in-one web form builder and data collection platform makes it easy for organizations in all industries to collect and manage the data they need. With our robust integrations, high standards of security and compliance, and drag-and-drop interface,...

Watch Now: Developing Data Solutions for the Future of Financial Services

In our partner webinar with Solvis Consulting, “Data for Financial Services: Developing Solutions for the Future,” we discussed data collection solutions that can provide long-term benefits for your financial organization and its customers. Read on for an overview of...

Workshop Recap: Using FormAssembly for Higher Education

FormAssembly is now hosting user group workshops in order to connect with our users in a new, interactive way! These workshops are a great way for our customers to connect with one another and learn use case ideas, tips, and tricks. In our October workshop, we met...

Watch Now: FormAssembly’s September 2020 Demo Webinar

We hope you were able to tune in to our September 2020 demo webinar! Every month, we host a new version of this webinar to give our prospective users an opportunity to learn more about our web form builder and data collection platform. These webinars are a great way...

Watch Now: Learn How to Build Better Online Forms in This Form Review Webinar

In the third Form Review Masterclass webinar of 2020, members of the FormAssembly team had the opportunity to share more form-building feedback with our real customers. As always, this webinar was a way for our customers to learn how to build better online forms. This...

[Webinar Recap] Transforming Higher Education With Better Data Collection

We hope you were able to join us for our recent higher ed-focused webinar, “Transforming Higher Education With Better Data Collection.” In the webinar, FormAssembly’s higher ed experts talked about how improving data collection processes can make a significant...

Webinar: How to Improve Student Processes with Salesforce + Web Forms

In an upcoming webinar, FormAssembly is teaming up with the popular Salesforce blog Salesforce Ben to share three innovative ways that colleges and universities can use Salesforce-connected web forms. Read on to get a preview of what you’ll learn in the webinar and to...

Webinar Recap: Are You Ready for the 21st Century IDEA Act Deadline?

In this recent webinar, learn about the 21st Century Integrated Digital Experience Act (IDEA) and what your government agency needs to do to prepare for its upcoming online form deadline. Join FormAssembly’s Paul Lazatin, Senior Partner Account Manager, and Jordan...

[Webinar Recap] FormAssembly Demo with HIC Global

Here at FormAssembly, we’re always excited about opportunities to engage with customers, partners, and clients around the world. Recently, we had the opportunity to collaborate with HIC Global Solutions for an interactive webinar that showed how to use FormAssembly...

Upcoming Webinar: Transforming Higher Education with Better Data Collection

On September 23, 2020, at 11 a.m. EDT, we’ll be rebroadcasting one of our most popular higher education webinars, "Transforming Higher Education with Better Data Collection." In this webinar, members of the FormAssembly team will discuss common challenges faced by the...

eBook: How to Comply With the 21st Century IDEA Act

The 21st Century Integrated Digital Experience Act (IDEA) is a law that requires federal executive branch agencies to digitize services in order to simplify and improve the customer experience. The act is made up of several different regulations, one of which requires...

Upcoming Webinar: September 2020 Form Review Masterclass

It’s almost time for another Form Review Masterclass webinar! In this webinar series, we present and review forms submitted by actual customers and give actionable feedback to help improve them. Whether we’re providing form layout tips, advanced integration ideas,...

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FormAssembly Provides Promontory with Hassle-Free Data Collection

The Form AdvocateCase Study Snapshot At Promontory Interfinancial Network, the Enterprise Development team maintains and enhances the software that employees use, including the company’s intranet and CRM tool, Salesforce. The Development team found FormAssembly as a...

Hyphen8 Reduces Implementation Time to Increase Nonprofit Services During COVID-19

The Form AdvocateCase Study Snapshot Hyphen8 uses FormAssembly year-round for a vast majority of customers. Their grantFlex product is designed for grant-makers on the Salesforce nonprofit success pack and Hyphen8's implementation process for this product includes the...

FormAssembly Partner Highlight: Attain LLC

Form AdvocateMarisa Lopez West Coast Senior Business ManagerWe recently spoke with Marisa Lopez, West Coast Senior Business Manager at Attain, LLC. Attain is an industry leader in providing management, technology, and strategy consultation services throughout several...

Food Bank Uses FormAssembly to Distribute Goods During COVID-19

The Form Advocate Case Study Snapshot When Greater Pittsburgh Community Food Bank (the Food Bank) set out to respond to a surge of need from the community during the COVID-19 pandemic, staff used FormAssembly to help build processes around new service expectations....

University of Florida Delivers Fast COVID-19 Assistance with FormAssembly

The Form AdvocateCase Study Snapshot During a time when many organizations around the world have had to quickly design plans and contingencies, higher education institutions have also been forced to rapidly adapt. In light of the COVID-19 pandemic, staff at the...

The Center for Action and Contemplation Saves Thousands per Year with FormAssembly

The Form AdvocateCase Study Snapshot When Ananda came on board the Center for Action and Contemplation (CAC) team, the organization was using an extremely expensive platform to manage applications and data. When the contract was set to expire, Ananda and her team had...

GLBA and the Impact on Higher Ed Policies: How FormAssembly Can Help

Whether you’ve studied at or been employed by a college or university, you know how vital it is to safeguard sensitive student information. University staff members are responsible for protecting and securing the data they collect, which often includes information...

Impact Labs Uses Gamified Forms to Understand Community Challenges

New to Salesforce gamification? Read this study to learn how Impact Labs created gamified forms to learn about community impact and social issues.

Gameflow Interactive Opts for FormAssembly as the Registration Form Maker of Choice

The Form Advocate

ElevateActual Uses FormAssembly as the Leading Data Platform for Aeronautics

The Form Advocate Case Study Snapshot ElevateActual is a FormAssembly Partner founded by Principal Consultant, Peter Bernardi. This boutique consulting firm works with the government and higher education industries to create revolutionary new data processes and to...

The Power of a Partner: Creating Sustainability from the Roots Up

The Form AdvocateProject Manager (Arkus) Download your copy of theArkus case study!Case Study Snapshot When Arkus, a New York-based consulting agency, began working with Eden Reforestation Projects, the mission was clear: put data to work to help tackle global...

FormAssembly Helps Give Something Back Implement Smarter Data Collection for Student Programs

The Form Advocates Assistant Director of Technology and Programs Case Study Snapshot Give Something Back’s FormAssembly story began 2 years ago when Jonathan Pugh came on board. The nonprofit organization’s tuition and scholarship programs were scaling up so quickly,...

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eBook: How to Comply With the 21st Century IDEA Act

[eBook]: 22 Ways to Use FormAssembly for Remote Work Success

This year, thousands of workers have had to transition to remote work quickly and unexpectedly. If you already work remotely, perhaps you’ve noticed a need to help your organization’s processes be more efficient. If either of these examples describe your situation, we...

[Whitepaper] FormAssembly + Idealist Consulting: Web Forms for Nonprofits 101

Does your nonprofit organization always seem to be struggling with inefficient processes and time-consuming administrative tasks? If so, it might be time to forge a new path by updating your outdated systems for good. With a powerful data collection platform like...

eBook: Why Your Organization Needs a Data Governance Strategy and How to Create One

In a recently updated eBook, Why Your Organization Needs a Data Governance Strategy and How to Create One, we explain why data governance is a crucial achievement for every organization. This resource includes tips and best practices for building a successful data...

[eBook] 4 Problems that Limit Productivity in the Workplace and How to Solve Them with Better Data Collection

No matter what type of organization you’re running, you’ve likely encountered some challenges that limit your productivity. Low productivity can lead to a ton of other issues, like higher costs, lower output, and employee burnout. No one wants any of that! That’s why...

New FormAssembly + Brandcast eBook: Digital Lead Generation

Have you ever invested in new tools or technology solutions, but weren’t sure how to get the most out of your investment? In the fast-moving world of digital lead generation, content production, and marketing operations, it’s critical that you develop an innovative...

[eBook] Cooking up Salesforce Success: 5 Salesforce + FormAssembly Tutorials to Spice Up Your Workflow

Many Salesforce customers trust FormAssembly to streamline their data collection processes. While Salesforce is a great CRM, pairing it with FormAssembly takes it to the next level. There are dozens of game-changing ways to use these tools together to transform your...

[eBook] The Ultimate Guide to Web Form Design

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...

[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

FormAssembly’s powerful integration capabilities improve data collection processes for Salesforce users in every industry, from higher education to financial services and beyond. Our eBook, FormAssembly + Salesforce: Streamlining Processes and Optimizing Data...

[Whitepaper] The State of Data Privacy in 2019

Data privacy trends are changing rapidly in 2019, with several new laws and regulations that may impact your business. FormAssembly’s mission is to help organizations in all industries become better stewards of the data they collect, and we’re committed to sharing our...

5 Technology Leaders Share the Most Important Things They’ve Learned at Dreamforce

Are you in the middle of planning your Dreamforce 2019 itinerary? With only one month away, now is the perfect time to set yourself up for success with all that Dreamforce has to offer. Dreamforce 2019 is sure to pack a punch, whether you’re a Salesforce admin, a...

[eBook] 100 Ways to Use FormAssembly

You already know that FormAssembly offers you unlimited forms and responses, unlimited support, unlimited potential with integrations and more, but did you also know that FormAssembly unlocks unlimited use cases? We compiled 100 (that’s right—100!) of our favorite use...

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See Our Form Builder in Action in the October 2020 Demo Webinar

Watch Now: Developing Data Solutions for the Future of Financial Services

Watch Now: FormAssembly’s September 2020 Demo Webinar

Watch Now: Learn How to Build Better Online Forms in This Form Review Webinar

[Webinar Recap] Transforming Higher Education With Better Data Collection

Webinar: How to Improve Student Processes with Salesforce + Web Forms

Webinar Recap: Are You Ready for the 21st Century IDEA Act Deadline?

[Webinar Recap] FormAssembly Demo with HIC Global

Upcoming Webinar: Transforming Higher Education with Better Data Collection

Upcoming Webinar: September 2020 Form Review Masterclass

Watch Now: FormAssembly’s August 2020 Demo Webinar

We’ve just wrapped up another successful monthly demo webinar and Q&A session! Each month, members of the FormAssembly team provide a demonstration of our all-in-one web form builder and data collection platform in webinar format. These webinars are a great way...

Upcoming Webinar: Are You Ready for the 21st Century IDEA Act Deadline?

Is your government organization ready for the December 2020 deadline of the 21st Century Integrated Digital Experience Act (IDEA)? In a webinar on Wednesday, September 16, at 1 p.m. EDT, we’ll be discussing the IDEA Act and its upcoming deadline for digitizing...

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GLBA Compliance Checklist: Your Guide to Financial Data Privacy

For financial services organizations, the Gramm-Leach-Bliley Act, or GLBA, is one of the most crucial data privacy regulations. The GLBA includes rules that protect consumers’ sensitive financial information, and failure to comply can result in fines, loss of customer...

Is Your Business GDPR Compliant? Download Our Checklist to Find Out

Europe’s General Data Protection Regulation, or GDPR, is one of the most notable data privacy laws in the world. If an organization fails to comply, they run the risk of massive fines, loss of customer trust, and other negative consequences. In our new GDPR Compliance...

Are You Compliant With CCPA Regulations? Find Out With This Checklist

Let’s face it: compliance can be complicated. With a patchwork of data privacy laws in the United States, in addition to other regulations worldwide, there’s a lot to keep track of. But, have no fear—FormAssembly is here to help make compliance simple. In our new CCPA...

[Infographic] Financial Services Data Collection Checklist

Financial services organizations, including mortgage companies, banks, investment firms, and more, collect sensitive customer data on a daily basis in order to do business. Because financial services data is often exploited by criminals, it’s crucial to have a...

[Infographic] HIPAA Compliance Checklist

HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...

[Infographic] 6 Steps to Survey Success With FormAssembly

Not only can you create donation forms, payment forms, and event registration forms with FormAssembly, but you can also create online surveys! Poll your customers, employees, or organization members on any topic imaginable with sleek, modern forms built quickly and...

[One-Pager] Got Well-Designed Forms

Got Forms? How much attention do you pay to how their designed and the user experience of filling them out? FormAssembly’s form builder includes lots of functionality geared at improving your data quality and simplifying the form filling experience. What kind of...

[One-Pager] Got Connected Forms?

Got Forms? How connected are they? With FormAssembly you can integrate with all kinds of systems you already use so you can send data where it needs to go in a flash, simultaneously cutting down on manual data entry and human error. Pardot, PayPal, Salesforce...

[Infographic] 11 Reasons to Use FormAssembly to Collect and Manage Your Data

Two years ago, we wrote a blog post about all the reasons our customers love FormAssembly. It wasn't hard to come up with a ton of great reasons, 11 to be exact. Our Salesforce integration was an obvious choice. Tons of customers use our prefill and submit connectors...

[Infographic] GDPR: Obtaining Informed Consent

This information is provided as-is, based on our best understanding of the information publicly available and our consultations with our legal counsel. This is not legal advice, and we cannot answer questions about your particular situation. You should consult with...

[Infographic] 10 Reasons to Use FormAssembly: Financial Services

Companies in the financial services industry have diverse characteristics, but they all need to collect data for some purpose or another, whether it’s mortgage and loan applications, client onboarding, or something else. To accomplish this and cut through arduous...

[Infographic] Who Uses FormAssembly in Financial Services

FormAssembly is the ideal web form solution for financial services organizations ranging from banks to wealth management organizations. Our financial services clients use FormAssembly for tax information collection, customer surveys, and so much more. Learn more about...

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"FormAssembly’s documentation is invaluable when it comes to creating and connecting forms because it is organized, up-to-date and extremely thorough. They have made it incredibly easy to find anything that you would need in their documentation library. I have been using FormAssembly for about 3 years now and I sometimes come across an obscure question and I can simply type the question in the search engine and find the exact resource I need."

Resources

—Kortney Cervantes, Certified Salesforce Consultant, Cloud Giants

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