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Home » Insights » Nonprofits…. Here’s What you need to know about FormAssembly

Nonprofits.... Here's What you need to know about FormAssembly

Are you a not-for-profit organisation constantly battling with forms on your website? Trying to capture donation information, feedback and other critically important bits from your customers and prospect? Well if you are, then I need to talk to you about the wonders of FormAssembly!

Here at Cirrico we don’t like to toot our own horns, but we love FormAssembly and we think we’re pretty good at implementing and using it. Why? Because It’s easy to use, it has a ton of support from the FormAssembly team and it’s near effortless to train our customers on.

So, if you’re a not-for-profit or charitable organisation looking for a stress free way to collect data on your website, then allow me to explain FormAssembly in a little more detail…

What is it?

FormAssembly is a form builder, a tool that allows you to build and customise any form that you require. Do you need a form on your website where your prospects can sign up to a newsletter, or how about receiving donations or feedback from an event you’ve recently held? The possibilities are endless, and it’s simple too. Signing up for a trial can be done from their website and the team offers a lovely discount for not-for-profits to make the offer as cost effective as possible. The reason we love FormAssembly? Because it integrates into Salesforce really smoothly. A few clicks in the settings and whenever your forms are submitted they can start feeding data directly into Salesforce, using workflows built into FA to trigger record creation and even update existing records (handy if you already have a Salesforce database full of leads or contacts). Finally, getting a form created in FA onto your website is incredibly simple. Once you’ve completed your form, it gives you a snippet of the HTML code, which can then be handed over to your web team (or whoever manages your website) who can then surface it onto your website and style it to make sure it falls inline with your branding.

 

How does it work?

As I mentioned, it’s a really simple tool to learn. FA comes with a drag and drop form builder, so you can quickly build your form up to capture all the information you need along with adding sections or pages to forms to break it up a little, to avoid information overload. It has a wealth of formatting options and you can add a host of functionality on top, such as making fields required or dependent on other fields being completed first. The connector area handles the connection to Salesforce and again is really straightforward, from here you can control what the form will do once it’s been submitted. Would you like it to look for an existing contact based on the email they provided and update their record with the information provided? Or would you like to create a new one if none is found, following on from that depending on your form and the data you’re capturing, you can tell FA to create a number of Salesforce records and attach it to the contact you just updated/created, building up a history in Salesforce. The connector shows everything in a step by step process, so it’s really simple to look at a form and see what it’ll be doing!

 

What difference can it make?

FormAssembly can make a huge difference to the way your not-for-profit collects data. A lot of the time, we see our customers have Salesforce and a website that’s not connected in any way; which means data is siloed and being fed into a different system when forms are being submitted. Imagine having Salesforce and your web forms integrated as one, so that any time a customer or prospect completes a form that data immediately shows up in Salesforce! Seeing data is all good, but what you then do with it is most important. Imagine having a donation form on your website (that includes email preference options of course), when the donor submits the form with their selected amount, it can push this information into Salesforce, adding a new contact if necessary, with all their information and the donation they submitted. From here. Now that you have this info, you can start nurturing this prospect. What other forms do they submit? How often do they donate? Can you then market content specifically to them based on their interests you may have captured in other forms? Having all this data collated and centralised in one place can really help you make informed decisions moving forward.

 

What do I love most about FormAssembly?

I’ve probably already stated a few times how much we love FormAssembly, but to really sum it up. We love the product because of its flexibility and usability. It can be used for nearly any situation or requirement you have and can really help save a lot of time by getting all that good data into Salesforce from your website. My final point is also that the support offered by the FA team is top notch, with a knowledge base that’s easy to navigate, understand and find answers.

So that’s FormAssembly and why we think it’s great! Feel free to get in touch if you’d like to learn more and have a chat about it could change your organisation.

 

Written by Alex Reed, Senior Salesforce Consultant at Cirrico.

Alex is  really passionate about helping others, be it through sharing skills and knowledge to just being someone to talk to or offer advice. He says “I love working with a team of people who feel the same and working on the not for profit cloud gives me the opportunity to work with so many people who share those values and are focused on changing the world.”

Connect with Alex on LinkedIn and follow him for more posts and interesting Salesforce views and ideas.

 
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