I have used FormAssembly with two organizations now, both South Central Scholars and the California College Guidance Initiative. I've also referred it to three of my clients, one of which is currently using it. Here are the benefits of FormAssembly:
1) A Professional account ($39/mo.) comes with 3rd party integrations. That means that you can set up your online forms to map back to Salesforce and Google Docs spreadsheets. There's some other cool capabilities that I haven't tried, like creating PDFs with WebMerge and publishing forms with WordPress.
2) All accounts, including the free Starter account, have unlimited forms, online reports and charts, and email notifications to you about responses.
3) Any plan other than Starter allows you to brand your forms with your own logo. There are lots of options for customizing the look and feel of your forms too with themes.
4) Any plan other than Starter allows respondents to attach files to their form submissions.
5) Professional and Enterprise accounts also allow payments with PayPal and FreshBooks.
What does that mean for you and your program? Here is how I've seen FormAssembly used by nonprofits:
- Survey or evaluation
- Program application (e.g. after-school program, scholarship, mentorship)
- Reports (e.g. mentor report, workshop attendance on-site)
If you have Salesforce, you can map entries from your form into Contacts, Leads, Accounts, as well as custom objects. That means you can put the onus of updating information directly into the hands of your clients (i.e. students, schools).
How might you use this?
Create a contact information update form (school, address, email, job, etc.), send it to all of your students, and watch their responses update their contact information in Salesforce. No double-entry or copy-and-pasting their responses from a Google spreadsheet into Salesforce!
How might you use file attachments?
Create a check-in form that asks students to upload critical files, such as resumes, transcripts, or financial aid awards. Watch their responses update their contact information AND create an Attachment linked to their contact record in Salesforce! No more saving email attachments to your desktop just to upload it into Salesforce for numerous contacts!
Wondering if FormAssembly can fill a need that you have? Contact me!
Click here to find FormAssembly on the appexchange!
Click here to go directly to FormAssembly's website!
1) A Professional account ($39/mo.) comes with 3rd party integrations. That means that you can set up your online forms to map back to Salesforce and Google Docs spreadsheets. There's some other cool capabilities that I haven't tried, like creating PDFs with WebMerge and publishing forms with WordPress.
2) All accounts, including the free Starter account, have unlimited forms, online reports and charts, and email notifications to you about responses.
3) Any plan other than Starter allows you to brand your forms with your own logo. There are lots of options for customizing the look and feel of your forms too with themes.
4) Any plan other than Starter allows respondents to attach files to their form submissions.
5) Professional and Enterprise accounts also allow payments with PayPal and FreshBooks.
What does that mean for you and your program? Here is how I've seen FormAssembly used by nonprofits:
- Survey or evaluation
- Program application (e.g. after-school program, scholarship, mentorship)
- Reports (e.g. mentor report, workshop attendance on-site)
If you have Salesforce, you can map entries from your form into Contacts, Leads, Accounts, as well as custom objects. That means you can put the onus of updating information directly into the hands of your clients (i.e. students, schools).
How might you use this?
Create a contact information update form (school, address, email, job, etc.), send it to all of your students, and watch their responses update their contact information in Salesforce. No double-entry or copy-and-pasting their responses from a Google spreadsheet into Salesforce!
How might you use file attachments?
Create a check-in form that asks students to upload critical files, such as resumes, transcripts, or financial aid awards. Watch their responses update their contact information AND create an Attachment linked to their contact record in Salesforce! No more saving email attachments to your desktop just to upload it into Salesforce for numerous contacts!
Wondering if FormAssembly can fill a need that you have? Contact me!
Click here to find FormAssembly on the appexchange!
Click here to go directly to FormAssembly's website!
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