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FormAssembly features and reviews of 2020

FormAssembly lead generation software helps marketer and sales teams acquire leads, streamline sales processes, and drive quality conversions. 

 

Overview

FormAssembly lead generation software is a secure cloud-based form builder for companies, business leaders, professionals, and salespeople. The tool provides secure data collection for multiple industries, including healthcare, retail, media, and entertainment, financial services, nonprofits, government, and more. The software is trusted by over 4,000 enterprises and organizations globally. 

The software allows users to create multiple forms and acquire leads using smart form builders. Users can customize the form styling to fit their preferences using company brand elements, including logos, images, and rich text. FormAssembly lead generation software allows managers to speed up form building by creating their templates or selecting a rich library of pre-built templates.

FormAssembly lead generation software allows users to automatically send data to Google Spreadsheets or publish them on Google Sites and streamline data processes. Users can leverage and organize data in line with their company policies, export data to Microsoft Access, Excel, and XML. The tools support integrations with CRM and email marketing tools, including AWeber MailChimp, Zapier, Gotowebinar, Pardot, and Capsule CRM.

The software offers advanced Salesforce integration and allows users to build Web-to-Anything forms with Salesforce, create, and update standard and custom Salesforce objects using the Prefill Connector and Submit Connectors. The Salesforce Prefill Connector lets managers retrieve data stored in their Salesforce account and prefill it into FormAssembly forms. With their HTTPS connector, users can connect to third-party tools using open API connection.

Administers can quickly delete or restore deleted responses for their forms. Data submitted through FormAssembly passes through an industry-standard TLS encrypted connection. Users can protect against spam using original CAPTCHA or Google’s reCAPTCHA tests to ensure that form respondents are humans and not bots.

Product Details

FormAssembly lead generation software helps managers and organizations create custom and secure forms.  With this software, users can create as many forms as they want using form builders, style contact forms, and collect unlimited responses.   

The software allows marketers to design form styling to suit their preferences or customize the forms with company brand elements with options such as adding logos, images, and rich text. Users can also use the organization’s logo and unique branding to design browser tab icons, headers, and footers. 

FormAssembly lead generation software allows managers to speed up form building by creating their templates. Also, users can select from a rich library of pre-built templates, choose color schemes to style their forms, and further customize them with their preferred fonts, backgrounds, fonts, content spacing, and more. The software offers multiple form options and field types such as drop-down lists, long/short answer, Likert scales, repeatable fields, conditional fields, calculated fields, various pages, hints, response preview, and more. 

FormAssembly lead generation software allows technical and non-technical people to build forms quickly. Managers can use advanced features like Salesforce Prefill and Submit Connectors to prefill forms and send information to Salesforce in a few minutes.

Developers can move beyond using templates and theme editors to customize forms using custom HTML, CSS, or Javascript. The tool lets users easily embed forms on their website by copying HTML, using FormAssembly’s WordPress plugin, or publishing with an iFrame or publishing API. 

FormAssembly lead generation software helps companies and marketers streamline lead generation processes.  The software allows users to enhance form filling processes by setting up workflows with various forms. With the Autosuggest feature, users can view a list of suggested choices when they start typing answers based on a CSVs they have uploaded. 

The tool allows users to fill out a portion of a form and save responses to complete it later by creating a username and password. Data analysts can manage usernames and passwords for saved forms, view incomplete answers in their account, send reminders, or complete forms themselves. FormAssembly lead generation software allows managers to gather more information using form attachments of up to 20MB, including documents, resumes, screenshots, and more. 

With this tool, marketers can send customized email notifications to respondents when they fill out forms and select what information is passed in the notification. Also, the tool lets users instantly reply to respondents using auto-responders that can be customized with a unique message. Users can collect data in multiple character sets, like Western Latin, kanji, Western, Cyrillic, etc., and in over 30 languages. The tool localizes forms with error and allows users to get confirmation messages in the right language.

FormAssembly lead generation software allows users to send data to Google Spreadsheets automatically, or publish them on Google Sites to further streamline data processes. Users can leverage and organize data in line with their company policies, export data to Microsoft Access, Microsoft Excel, and XML. The tools support integrations with CRM and email marketing tools, including AWeber MailChimp, Zapier, Gotowebinar, Pardot, and Capsule CRM.

With their mobile app, managers can access their forms and collect data whether they have internet connections or not and sync data to their account when internet access is available. Organizations use this software to handle payments and invoicing. Users can collect payments for event registrations, donations, and more using FormAssembly’s payment connectors. 

Managers can collect payments with Stripe, PayPal, Chargent, and iATS Payments, collect fees, and send invoices with FreshBooks Classic. Users can also receive direct and recurring credit card payments with CyberSource and Authorize.Net. 

FormAssembly lead generation software allows managers to manage form entries, control form access, and access data securely. This software enables businesses to maintain strict and customized control over their forms, templates, users, respondents, and more. From the admin dashboard, managers can view and edit all forms, add users, change form owners and sponsors, and manage predefined content. 

Administrators can fine-tune access and permissions, and review forms to ensure compliance with organizational policies and best practices, build and manage a dedicated list of form themes and template libraries. Users can automate the form’s availability by setting a date range and duration for availability and a response quota. Managers can customize the message that shows up when forms are no longer available.

FormAssembly lead generation software allows managers to clean up data before it submitted with input validation. Managers can require data in specific formats, such as numerals, email addresses, text, or custom format. They can also set a maximum amount of words or characters for responses.

Administers can quickly delete or restore deleted responses for their FormAssembly forms. Data submitted through FormAssembly forms pass through an industry-standard TLS encrypted connection. Users can protect against spam by using original CAPTCHA or Google’s reCAPTCHA tests to ensure that form respondents are humans and not bots.

The software offers advanced security and privacy controls for most sensitive data. Once sensitive data is identified, it is redacted by default to forestall accidental exposure through downloaded reports or insecure emails. 

Recap 

FormAssembly lead generation software provides a secure platform to help salespeople build web forms and collect critical data. With this software, businesses can utilize smart workflow, organize their data, and streamline sales processes.