The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards, combined with…
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Typeform
Score 9.1 out of 10
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Typeform is online form and survey software, focused on high-quality visuals and user experience. Users can create surveys, registration forms, tests & quizzes, contests, tutorials, shopping carts, and contact forms, without needing to write code. Typeform offers freemium plan pricing. Their basic plan is free for one user; their Pro plan in $35/month for one user (includes logic jump, respondent notifications, calculator, custom thank you screen, hidden fields, payment fields, and 2GB file…
FormAssembly has been an essential tool to have in our back pocket. It's best when you need a form quickly and can compromise on some of the dynamic elements that would be possible in Visualforce. It serves a particularly critical need when skilled developers are at a premium, but clever admins are available.
Typeform is definitely a leader in the online survey space and that's for a reason. Between logic mapping and the ease of use for the end user, it's a solid app. The unfortunate thing, however, is the price tag--particularly considering the protection you receive from bots. Typeform only allows a certain number of responses at certain package levels, ie: the lowest level, you get a very limited number of responses but in order to receive more responses before your survey is locked, you must upgrade. This is what ultimately lead us to cancel with them. When you post a survey on Typeform, that survey is automatically posted publicly on their website--making it widely available to bots. Typeform offers no easy form of protection like a standardized captcha that you can add to the survey in order to filter bots out. Instead, there are several "work arounds" that they advise users to do that have very limited degrees of success. A quick online search shows that Typeform knows this is clearly an issue, yet they have yet to build in a bot-prevention feature. Since their plan prices vary by number of responses, it seems that they have no incentive to limit the amount of bots filling out surveys I believe. Ultimately, we canceled because, although the app is powerful, it just seemed like their business practices were unethical in my opinion.
SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.
Working in Typeform is automatic and intuitive. It's easy to find the surveys we're looking for and to manage or edit them (duplicating, creating, removing surveys, as well as putting them in folders). I didn't have to "learn" how to use it; when creating a new survey, the app just flows in a way that you know what the next step is and how to get there. The appearance of the app is clean and beautiful, without losing the details you need to customize.
Like I said above, while Typeform is simple and automatic, it doesn't skimp out on all the customization and tweaks you need to create a fitting survey for your exact use case. They have a wide selection of custom questions you can ask in your survey (from a simple 'Yes/No' to an 'Opinion Scale' to even payment collection) and many different settings for those questions (make it required, add a description/image/video, etc.).
You can also customize the look and feel of each individual Typeform, and save each appearance as a template setting to use again! This has really helped us make Typeform our own by adding our own branding to it.
Typeform makes it so easy for users to respond to surveys. They have a clean, beautiful experience that flows and no one has issues submitting responses. Typeform has an Intercom integration, which is perfect as we use Intercom with our customers, so it's easy to just issue a Typeform survey with our in-app chat to get quick and numerous responses.
The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.
Greater form customization, though I understand that by giving users more control, that might impede overall intuitiveness from a respondent's standpoint.
Better reporting and data export.
Logic jump is great, but the way it's designed could be clearer—I wish there was a way to see an indent of the questions that would only be asked under certain conditions within the preview itself, not just the form map.
One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!
Typeform takes a little bit of getting used to. Compared to Google Forms there are a lot more parts to the software and customizing the form isn't as intuitive. I have also found that embedding it into one smaller section of a webpage seamlessly can be a little tricky. But everything can be figured out eventually and the analytics are very good.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
I haven't used the support portion of Typeform, as everything was quite easy to use. I have never encountered a situation where I did not know what to do or how to fix something myself. Typeform is very easy to adopt within any organization, no matter if you understand tech or not.
Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.
Google Forms is really useful for creating basic forms when you don't want to pay to create them. I have found Typeform to be much easier to use than Google Forms, and more user-friendly, even in the basic plan. That was enough to get me to switch to Typeform before we even looked at upgrading to the pro plan. Now, we have features that I don't think are available on Google Forms.
Typeform has played a major role in allowing us to fully automate our training intake process for more organized training request management that leads into our project management workflow.
Typeform has allowed us to rapidly develop solutions using online forms for feedback, product quizzes, and registrations.
Typeform's low cost means that it pays for itself after a single project each year. No question about renewing each year.
