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Getting Started
Build Forms
Processing
Notifications
Connectors & Integrations
Prefill Forms
Publish
Reporting
My Account
Enterprise/Compliance Cloud Admin Guide
Home
Glossary
FormAssembly Support
Getting Started
Signing Up with FormAssembly
FAQs
Welcome Classes
Form Review
Form List Overview
Web Form Tutorials
Template Library
FormAssembly's Mobile App for iOS Devices
Priority Support
FormAssembly Webinars
Available Templates List
Form Tags & Descriptions
Welcome Call Webinars
Best Practices when Building Forms
Build Forms
Quick Start Guide
Create your First Form
Form Building Videos
Getting Started with Form Builder 5.0
New in Form Builder 5.0
Add & Edit Content
Add Fields and Sections
Add Text and Images
Predefined Content
Editing Tools
Edit Multiple Choice Fields and Autosuggest
Clear Formatting
Collect User Geolocation Data with Predefined Content
Validation Rules for Date/Time Predefined Content Field
Edit the Form Submit Button
Form Layout
Form Name & Form Title
Reorder Your Fields
Field Layout, Matrix, Likert Scales, Grids, & Columns
Field Label Positioning
Resize Input Boxes & Labels
Multi-Page Forms
Page Navigation
Add Whitespace and Line Breaks to a Form
Field Options
Validation Rules
Date Validation
File-Type Upload Control
Field Hints / Contextual Help
Add Text Around Fields
Conditional Questions
Menu Dependencies
Default Values
Repeatable Fields & Sections
Form Calculations
Access Control
Sensitive Data
Read-Only Fields
Hyperlink text
Images in Fields
Loqate Field Validations
Style Your Forms
Font Color and Style
Advanced Branding: Add a Header and Footer
Custom CSS
Advanced Branding: Change Browser Tab Icon
Theme Editor v2
FAQ: Themes in Form Builder 5
Style an Individual Element
Troubleshooting Your Custom CSS
Theme Customization Controls
Theme Retirement
Styling PDFs
Create a Form for Multiple Audiences
Best Practices for User Friendly Forms
Best Practices in Web Form Security
Preview, Save, & Publish
Use Auto-Save to Recover an Unsaved Form
Using JavaScript on a Form and Within Calculations
Mobile Responsiveness Tips
Dataset List
Why is My Form Under Moderation?
Use Case: Require Only a Certain Number of Checkboxes
Add Discount Codes to your Form
The One Form Series
Embedding Videos within Forms
Form Builder Version
Form Contact Information and GDPR Rights Link
Processing
Workflows
Save & Resume
Form Availability
Review Before Submit
Form Language
Configure Your Forms
SSL Encryption / Secure Form
E-Signature
Smart Processing with Formulas
Formulas for Common Uses
Generic Aliases
Setting up Custom Redirect Formulas and Nesting @IF() Statements
Formula Troubleshooting
Formula Functions Quick Reference
CAPTCHA and reCAPTCHA
Akismet Spam Filter (Enterprise Edition)
Response Volume Limits
Duplicate Submissions
Enable IP Anonymization for Form Respondents
Notifications
Thank You Page or Redirect
Notifications and Auto-Responder
Conditional Email Notifications
Response Aliases
Email Notification Security and Authentication
Connectors & Integrations
Connector Timeline
Resend Response
Connector Log
Salesforce
Get started with Salesforce
The Salesforce Connector
Connecting to Salesforce
Salesforce Form Import Tool
Create a New Salesforce Record
Update an Existing Salesforce Record
Look Up an Existing Salesforce Record
File Uploads and Salesforce Attachments
Field Mapping & Required Fields
Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
Repeatable Fields & Sections with Salesforce
Create Dependent Objects
The Salesforce Save Connector
Use Case: Create Lead or Update Contact
Use Case: Campaign Members
Advanced
Object Alias
Connector Options & Triggers
Look Up an Account Record with Contact Details
State and County Picklists
Households in Salesforce
Conditionally Create or Update Records in Salesforce: Skip-if Formula
Salesforce Tips & Tricks
Record Type IDs
Using the "Like" Operator in the Salesforce Connector
Sending a Form Upload to Salesforce Files
Use Case: Create a Chatter Post in Salesforce and Include a File
Use Case: Create a Salesforce Service Cloud Case
Salesforce Prefill Connector
Salesforce Marketing Cloud: ExactTarget
ExactTarget Prefill Connector
SFMC: ExactTarget Connector
IP Whitelisting for FormAssembly within Salesforce & Salesforce Marketing Cloud (ExactTarget)
Salesforce Connectors Troubleshooting
Troubleshooting Basics for the Salesforce Connector
New Salesforce Fields
Find Records in Salesforce
Salesforce Assigns a Different Owner ID
Salesforce Auto-Number, Formula, and Lookup Fields
Salesforce Rich Text Fields (WYSIWYG)
Working with Salesforce Notes & Enhanced Notes
Salesforce Common Errors
INVALID_LOGIN Error
No Selected Contact Error
INVALID_OPERATION
INVALID_FIELD
REQUEST_LIMIT_EXCEEDED
Entity is deleted
xsd:date Error
Well-formed character data or markup
INVALID_QUERY_FILTER
Required Fields are Missing
Salesforce Error: "CampaignMember - entity type cannot be inserted"
Salesforce Error: Failed to trigger a flow
Salesforce Error: Data value too large
Salesforce Error: "ID Value of Incorrect Type"
Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
Salesforce Error: Is not a valid value for the type xsd:double
Salesforce Error: Bad value for restricted picklist
Salesforce Error: Cannot specify ID in an insert call
Salesforce Error: Use one of these records?
AppExchange
Populate (or Prefill) a Form with Salesforce Data
FormAssembly API Calls when Using the Salesforce Connector
Testing your Salesforce Forms and Connectors
Publishing API
Salesforce API User
Make Salesforce and PayPal Work Together
The Salesforce Nonprofit Success Pack (NPSP)
Link Records in Salesforce with Lookup Relationship Fields
Use Case: Prefill Salesforce Data for Respondents to View and Edit
Reauthenticate your Salesforce Connector
Salesforce Single Sign-On (SSO) Email Verification
FormAssembly and Salesforce Shield
Linking Records in the Salesforce Connector
Dates and Dashes
Sending Response PDFs to Salesforce
HTTPS Connector
HTTPS Connector Setup
AWeber Integration
CapsuleCRM Integration
MailChimp
WebMerge: Create PDFs from Responses
Sending an eSig Image to Webmerge for PDF Creation
GoToWebinar Integration
Pardot Integration
Mailchimp Groups
Google Integrations
Google Analytics Tracking
Google Spreadsheets Connector
Google Sites
Payment & Invoicing Connectors
Which Payment Connector Should I Use?
Authorize.Net Connector
Chargent Connector
CyberSource Connector
FreshBooks Connector
PayPal Connector Setup
PayPal Connector Troubleshooting
Stripe Connector
iATS Connector
Using Chargent with the Orders Package
Best Practices, Tips, and Tricks
Using reCAPTCHA to Prevent Spam Submissions for Payment Connectors
Skipping Subscriptions or One-Time Charges in a Payment Connector
Using the Formula Editor within your Payment Connectors
Using Connector Labels for your Payment Connectors
Automatic Validation in Payment Connectors
Repeated Fields in Payment Connectors
Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes
Payment Connectors and Email Notifications
Skip Salesforce Connector Steps when No Payment is Made
Getting Started with Donation Forms
Common Stripe Error Messages
PayPal Error Codes
Respondent Authentication
CAS Authentication
LDAP/Active Directory Authentication
SAML with Salesforce
Salesforce Communities
Use the FormAssembly Lightning Component in Salesforce Communities
SAML Authentication Setup
Bizible Integration
Working with the FormAssembly API
ScheduleOnce Integration
Post Redirect Connector
Locked Connector
Add HotJar Analytics to a Form
Prefill Forms
Prefill Through the URL
Prefilling From Within a Form
Prefilling Repeatable Sections
CAS Prefill Connector
ExactTarget Prefill Connector
Salesforce Prefill Connector
Prefill Lookups Using Secure Parameters
LDAP Prefill Connector
Prefill Dependent Objects Using One Parameter With the Salesforce Prefill Connector
Prefill Links with URL Encoding
Dynamic Picklists
Dynamic Picklist (v2)
Publish
Compare Publishing Options
Embed Your Form's HTML
Publish with an iFrame
Use a Server-Side Script (REST API)
WordPress
Google Sites
Facebook
Publishing Troubleshooting
WordPress Troubleshooting: curl_setopt() Error
Google Indexing
Using a Custom URL on Your Forms
Reporting
Reports
My Responses
Export Data
Export Troubleshooting
Incomplete Responses
Completion Rate Information
Search All Reports
My Account
Share Forms and Data
Account Issues
General Settings
Adding and Updating Payment Methods
Updating Your Plan and Password
Your Contact Details
Grant Access Feature for Enterprise Users
General Data Protection Regulation (GDPR) Form Compliance
Enterprise/Compliance Cloud Admin Guide
Upgrading to Enterprise
I've upgraded to Enterprise. What's next?
New FormAssembly Administrator
Enterprise Administrator Training
User Management
User Administration
Roles & Permissions Administration
Form Moderation Administration
Add User Licence
Forms Management
Form Transfer Tool
Branding & Style Administration
Form Administration
Predefined Content Administration
Template Administration
Form Builder Version Administration
Creating a New Theme in Form Builder 5
Add Tags to Your Forms (Formerly Categories)
Managing FormAssembly
Application Settings
IP Anonymization
Message Administration
Public Announcement Administration
Purge Response Data
Grant Access Feature for Enterprise Administrators
SSL Certification for Custom Enterprise Domains
View or Restore Deleted Responses for Enterprise Administrators
How to Resolve "Cannot send message without a sender address" Error
Registering Third Party Apps for Enterprise Admins
API Quotas for Enterprise Admins
Managing Support Email Requests
Enterprise Save & Resume
Role Permissions
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SSL Encryption / Secure Form
Form Language
FAQ: Themes in Form Builder 5
Your Contact Details
Using a Custom URL on Your Forms
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