Knowledge Base

  1. Getting Started 

    1. Signing Up with FormAssembly
    2. Create your First Form
    3. Web Form Tutorials
    4. Best Practices for User Friendly Forms
    5. Best Practices in Web Form Security
  2. Build Forms 

    1. Conditional Questions / Branching Logic
    2. Form Calculations
    3. Input Validation Rules
    4. Repeatable Fields & Sections
    5. Custom CSS
  3. Processing Options 

    1. E-Signature
    2. SSL Encryption / Secure Form
    3. Smart Processing with Formulas
    4. Save & Resume
    5. Workflows
  4. Prefill Forms 

    1. Prefilling From Within a Form
    2. Prefill Through the URL
    3. Salesforce Prefill Connector
    4. Salesforce Marketing Cloud Prefill Connector
    5. Prefilling Repeatable Sections
  5. FormAssembly Connectors 

    1. Connector Timeline Configuration
    2. Reading a Connector Log
    3. Resend Response through a Connector
  6. Salesforce Connectors 

    1. Get started with Salesforce
    2. Salesforce Form Import Tool
    3. Salesforce Connector Videos
    4. Use Case: Create Lead or Update Contact
    5. Use Case: Campaign Members
  7. Publish Forms 

    1. Embed Your Form's HTML
    2. Publish with an iFrame
    3. Use a Server-Side Script (API)
    4. Google Sites
    5. WordPress
  8. Salesforce Connectors Troubleshooting 

    1. Salesforce Error: INVALID_LOGIN: Invalid username, password, security token, user not active, or user locked out
    2. Salesforce Error: Required Fields are Missing
    3. Salesforce Error: Is not a valid value for the type xsd:date
    4. Salesforce Error: INVALID_QUERY_FILTER_OPERATOR
    5. Salesforce Error: INVALID_OPERATION_WITH_EXPIRED_PASSWORD
  9. Reporting 

    1. Email Notifications
    2. Conditional Email Notifications
    3. Send Auto-Responders to Multiple Email Addresses
    4. My Responses
    5. Export Data
  10. Payment & Invoicing Connectors 

    1. Authorize.Net Connector
    2. Stripe Connector
    3. CyberSource Connector
    4. FreshBooks Connector
    5. PayPal Connector Setup
  11. Respondent Authentication 

    1. LDAP/Active Directory Authentication
    2. Salesforce Communities (Salesforce Portal) Authentication
    3. CAS Authentication
    4. SAML Authentication
    5. SAML Setup with Salesforce as the Identity Provider
  12. HTTP Connector 

    1. HTTP Connector Setup
    2. AWeber Integration
    3. CapsuleCRM Integration
    4. WebMerge: Create PDFs from Responses
    5. HTTP Connector Video featuring MailChimp
  13. My Account 

    1. Adding and Updating Payment Methods
    2. Updating Your Plan and Password
    3. Your Contact Details
    4. Account Language and Geographic Settings
    5. Preferences
  14. Google Integrations 

    1. Google Spreadsheets Connector
    2. Google Analytics Event Tracking
    3. Google Analytics Tracking
  15. All articles 

    1. Form Building Videos
    2. Email Notifications
    3. LDAP/Active Directory Authentication
    4. Authorize.Net Connector
    5. HTTP Connector Setup

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