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Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can ...
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Introduction Tasks allow you to track activities as a to-do list in Salesforce. You can relate tasks to records for leads, contacts, campaigns, contracts, and more! Tasks are assigned to specific Salesforce users and can be either single or recurri...
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Created On: 08/17/2021
in Getting Started What is the FormAssembly Beta Program? The FormAssembly Beta Program is an opportunity to help us shape upcoming features and products. As a member you will have early access to some of our newest features before we release them to all customers an...
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Created On: 06/29/2021
in Publishing Forms
Stop Spam Spam is unfortunately an inescapable part of the modern internet. While there is no 100% surefire way to prevent all spam, there are a variety of steps you can take to reduce and minimize spam submissions. In this document, we’ll ta...
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What is Autocomplete? Many browsers contain features that can help users fill in web forms automatically. For example, they could prefill the user's address or contact details based on previously filled-in forms. Users can also set up their own aut...
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Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL. To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and then select Pag...
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What is SCA? Strong Customer Authentication (SCA) is a new European regulatory requirement which is meant to make online payments more secure and reduce fraud. SCA requires authentication to use at least two of the following three elements: Somet...
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Created On: 03/16/2021
in Getting Started
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 Resume A...
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Created On: 03/09/2021
in Getting Started
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 number of...
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Created On: 03/08/2021
in Getting Started 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...