Resources

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eBooks

[Webinar Recap] Transforming Higher Education With Better Data Collection

We recently wrapped up our higher-education-focused webinar, Transforming Higher Education With Better Data Collection. In the webinar, FormAssembly’s higher ed experts talked about how more efficient data collection processes can be helpful for solving some of the...

See FormAssembly in Action in our April 2020 Demo Webinar

Want to find out more about how FormAssembly’s web form builder and data collection platform can transform processes at your organization? Join us for our next monthly demo webinar on April 29, 2020, where we’ll be walking through some of FormAssembly’s key features...

[Webinar Recap] Nonprofit Partner Webinar with Vera Solutions and World Education

FormAssembly recently hosted the second installment in our partner webinar series, Improving Supply Chain Efficiency to Deliver Quality Education, with Vera Solutions and World Education. This partner webinar provides insight into how global nonprofits use...

[Webinar Recap] FormAssembly’s March 2020 Demo Webinar

We just wrapped up our March demo webinar! This month’s broadcast was another great opportunity for potential users to join in and see FormAssembly’s all-in-one web form builder and data collection platform in action. In each episode of the demo webinar series, we...

[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...

Learn How to Build Web Forms with FormAssembly in the March Demo Webinar

Learn how to build web forms with FormAssembly in our next monthly demo webinar on March 25, 2020, at 2 p.m. EST! Our monthly demo webinar series is a great opportunity for those considering FormAssembly to get a closer look at our web form builder and data collection...

Webinar: 10 Tips for Successfully Transitioning to a Remote Work Environment

In our ever-changing world, more companies than ever are finding alternatives to working in a traditional office environment. In light of current events, many companies who have never tried remote work before are having to make the switch rapidly. Having been a fully...

[Webinar Recap] Episode 1 of the 2020 Form Review Masterclass Series

Our first Form Review Masterclass webinar of 2020 was a success! Because this series has been popular in previous years, we’re excited to bring it back for another year. In each webinar of the series, our form-building experts review real forms submitted by actual...

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...

[Webinar Recap] February 2020 Form Builder Demo Webinar

In our February 2020 form builder demo webinar, we provided a closer look at our all-in-one web form builder and data collection platform. We walked through FormAssembly’s form builder and powerful connectors, then answered follow-up questions from attendees. This...

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...

FormAssembly Partner Webinar: Supply Chain Data Management

FormAssembly will be hosting a new partner webinar, Improving Supply Chain Efficiency to Deliver Quality Education, on Thursday, March 26, at 11 a.m. EDT. Hillary Walters, FormAssembly’s Partner and Customer Marketing Specialist, and team members from World Education...

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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,...

Oakland Public Education Fund Uses FormAssembly to Kickstart Volunteer Forms, Education Grants, and More

The Form Advocates Systems and Database Administrator Case Study Snapshot The Oakland Public Education Fund is an umbrella organization that manages funds, handles details like human resources and payroll, and provides assistance with hiring and benefits for its...

Giving Tuesday: A Roundup of FormAssembly’s Nonprofit Impact

At FormAssembly, the work our customers do around the globe is incredibly important to us. When it comes to serving nonprofit organizations in the United States and abroad, we’re proud to play a small role in shaping the way nonprofit teams collect, use, and manage...

Supermums Uses FormAssembly for Powerful External Training and Streamlined Internal Processes

The Form AdvocatesHead 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...

Kentucky YMCA Youth Association Uses FormAssembly to Develop Middle and High School Student Programs

The Form AdvocatesNational Resource Coordinator Office Manager Case Study Snapshot When the Kentucky YMCA Youth Association adopted Salesforce, staff members picked up FormAssembly in one swift transition. Doing so has allowed the organization to reach more than...

3 Customers Share How FormAssembly Helps them Achieve More Every Day

FormAssembly’s advanced web form and data collection platform has boosted productivity for businesses within every industry, including healthcare, government, higher education, financial services, nonprofit, and more. In this blog, we highlight some of our top...

PASA Leverages FormAssembly’s Robust Features and Security to Save Thousands

The Form AdvocatesSystems Analyst & Change Catalyst Case Study Snapshot We recently sat down with Christina Kostelecky, Systems Analyst at the Pennsylvania Association for Sustainable Agriculture (PASA), to learn how her organization implements web form systems on...

Cornell University Tackles Complex Application Processes with Advanced Web Forms

The Form Advocate Salesforce Administrator, Cornell University Johnson College of BusinessCase Study Snapshot At Cornell University, a talented team of Salesforce administrators oversees the day-to-day CRM operations for the SC Johnson College of Business, which...

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

New FormAssembly + Brandcast eBook: Digital Lead Generation

[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...

[eBook] FormAssembly + Salesforce Financial Services Cloud

Get the eBook: FormAssembly + Salesforce Financial Services Cloud Your Guide to FormAssembly’s Salesforce Integration for Financial Services Organizations If you work in financial services, use Salesforce, and need a Salesforce-connected solution for web forms and...

[eBook] No WiFi Required: Your Quick & Simple Primer to the FormAssembly Mobile App

Do you collect data on the go? Does your job require you to work in locations without a reliable internet connection? Are you looking for a way to get even more out of your FormAssembly plan? Give the iOS mobile app a try! FormAssembly’s mobile app allows you to...

[eBook] The Healthcare CIO’s Guide to Revolutionary Data Collection With Web Forms

As a healthcare IT executive in the modern world, you have a unique and challenging role. Not only are you faced with a growing need to ensure security, but you also have to deal with the need for increasing digitization, all while maximizing your team’s productivity...

[eBook] How to Replace Salesforce Stay-in-Touch w/ FormAssembly

If you haven’t heard, Salesforce’s Stay-in-Touch Request feature is saying goodbye this month. But that doesn’t mean you have to lose the ability to get automatic contact information updates sent to your Salesforce account. You can use FormAssembly to get the same...

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[Webinar Recap] Transforming Higher Education With Better Data Collection

See FormAssembly in Action in our April 2020 Demo Webinar

[Webinar Recap] Nonprofit Partner Webinar with Vera Solutions and World Education

[Webinar Recap] FormAssembly’s March 2020 Demo Webinar

Learn How to Build Web Forms with FormAssembly in the March Demo Webinar

Webinar: 10 Tips for Successfully Transitioning to a Remote Work Environment

[Webinar Recap] Episode 1 of the 2020 Form Review Masterclass Series

[Webinar Recap] February 2020 Form Builder Demo Webinar

FormAssembly Partner Webinar: Supply Chain Data Management

Upcoming Webinar: Transforming Higher Education With Better Data Collection

Join the FormAssembly team for our upcoming webinar on Thursday, April 2, 2020 at 12 p.m. EDT as we discuss challenges in higher education and how to solve them with better data collection! Nitika Gupta, FormAssembly Higher Ed Account Executive, and Jonathan Payne,...

[Webinar Recap] Salesforce Native vs. Non-Native—What Does it Mean for You?

If you’re a Salesforce user, you’ve likely seen Salesforce apps listed as “native” or “non-native.” But what does it all mean? In this webinar, we discuss some of the myths about non-native Salesforce apps and how to decide which of these Salesforce app structures is...

Learn How to Use and Create Custom Forms in the February Demo Webinar

Want to learn how to use and create custom forms with FormAssembly? See our all-in-one web form builder and data collection platform in action during our next monthly demo webinar on February 27 at 9 a.m. EST. Our monthly demo webinar series was created as an...

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

[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...

[Infographic] 10 Reasons to Use FormAssembly: Nonprofit

If your organization is nonprofit, you probably collect lots of different types of information on a daily basis: contact information, donations, program signups, the list goes on. An all-purpose web form solution like FormAssembly can meet all your data collection...

[Infographic] The “Perfect” Web Form

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...

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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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