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Created On: 07/20/2020
in Publishing Forms Introduction It is now possible to set a custom URL for your form! This custom URL will mask the standard URL's form ID without replacing it. Because the URL is being masked and not replaced, both URLs will be available to your respondents. Requ...
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Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses Us...
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Created On: 05/15/2020
in Style Your Forms Introduction With our new PDF features, we have also included the ability to define at the account or admin levels, custom headers and footers for your generated PDFs by using HTML and CSS. When defined, these will display on every page of the PDF ...
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Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more. Contents of the PDF incl...
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Created On: 05/11/2020
in Getting Started Default templates are available to all FormAssembly plans. Note : Default templates are not automatically available on some legacy plans. For assistance transferring any of the listed templates, please contact our Support Team . Templa...
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Created On: 02/20/2020
in Style Your Forms What does Theme Retirement mean? Theme Retirement is when an Administrator changes the status of a theme from public to private. A Retired Theme is a private theme that does not belong to a user, but was once a public theme on the instance applied...
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Created On: 01/22/2020
in Style Your Forms Overview This document outlines the standardized controls used in FormAssembly themes. You have 36 options to control within the form builder, but if you'd like to stylize your form even more, you can use the controls below along with your CSS kno...
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Overview
Salesforce Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent (unless there is a configured prefille...
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Created On: 09/18/2019
in Connectors & Integrations Add a HotJar tracking code to your form to track analytics: including features like heatmaps, visitor recordings, conversion funnels, form analysis, and feedback polls.
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Created On: 03/26/2019
in Troubleshooting and Errors Overview In the rare case you have changed plans and no longer have access to certain connectors, these connectors will be locked on your form so you are unable to re-configure them. However, you will be able to delete these connectors to lessen c...