Getting Started

Articles

FormAssembly Quick Start Guide
Introduction Every day, FormAssembly is helping customers change, streamline, and improve their data collection processes across a variety of departments and organizations. With a data collection tool this powerful and flexible, you may be wonderin...
FormAssembly Plans and Features - A Quick Comparison
Introduction Whether you're a new or existing customer, it's important to choose the FormAssembly plan that's right for you. You can visit our website to learn more about each of our Plans and see an in-depth list of features or you c...
Introducing the Form Builder
Welcome to the Form Builder Our Form Builder is a powerful, yet easy-to-use form building solution. Get started by simply dragging and dropping various field types into the canvas, then build complexity as needed with the available form options. Ea...
Introducing the Forms Page and Forms List
What is the Forms List? The Forms Page is the screen you see directly after logging into FormAssembly. From this page, you can create, clone or edit forms, view responses, build workflows, and more.  This page also contains the Forms List ...
Build Forms in Seconds with the Template Library
Learn how to use FormAssembly's templates to get started quickly!
FormAssembly and Salesforce
Introduction FormAssembly and Salesforce are a match made in heaven. With FormAssembly’s simple, yet powerful data collection and Salesforce’s robust CRM, your data is in good hands! Your FormAssembly forms can work with Salesforce in a...
Best Practices when Building Forms
Welcome to the Form Builder! If you're reading this documentation, you're likely a new FormAssembly user or a longtime user who wants to build more efficiently-designed forms. The Form Builder has a multitude of features and options which m...
 Best Practices in Web Form Security
Introduction When you create a web form, your respondent's trust and security should be your number one concern. To help you build trust and boost security, the FormAssembly team conducted a class outlining the most important principle...
FormAssembly Support and Services
Introduction During your FormAssembly journey, you may require a little bit of help when building your forms or creating your data collection process. We offer a number of resources to both new and existing customers which can help answer questions...
Welcome Call Webinars
Welcome To FormAssembly!  In welcoming you and your team to the FormAssembly community, we look forward to building a successful relationship together. This includes staying curious to understand your use cases and work with you to get the max...
Popular Features Overview
Introduction We have so many features and options available to you in our form builder. Here is a list of some of our most popular features! If you’d like to know more, you can click the link under any of the feature titles.  Save and ...
FormAssembly's Mobile App for iOS Devices
Learn about FormAssembly's mobile iOS app for offline and mobile data collection.
 Classes and Webinars
FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes which are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view some of our...
Available Templates List
Currently default templates are not automatically available on Enterprise and Compliance Cloud accounts. If you are on an Enterprise or Compliance Cloud plan and would like to have any of the listed templates transferred to your account, you can do ...
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