Knowledge Base

  1. Getting Started 

    1. Signing Up with FormAssembly
    2. Web Form Tutorials
    3. Form Manager Overview
    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. Validation Rules
    4. Repeatable Fields & Sections
    5. Custom CSS
  3. Processing Options 

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

    1. Prefill Through the URL
    2. Salesforce Prefill Connector
    3. LDAP Prefill Connector (Enterprise Only)
    4. CAS Prefill Connector
    5. Prefill Lookups Using Secure Parameters
  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. Use Case: Create Lead or Update Contact
    4. Use Case: Campaign Members
    5. Salesforce Connector Troubleshooting
  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. Form Authorization 

    1. LDAP/Active Directory Authentication
    2. Salesforce Portal Authentication
    3. CAS Authentication
  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. Salesforce Connector Videos
    3. Email Notifications
    4. LDAP/Active Directory Authentication
    5. Prefill Through the URL

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