Popular Articles

  1. Mailchimp Groups

    Before You Begin Before you can work with MailChimp Groups in the HTTPS Connector, you'll need to create your MailChimp Audience: https://mailchimp.com/help/create-audience/ Next, create a new MailChimp Form: https://mailchimp.com/help/ad...
  2. Sending a Form Upload to Salesforce Files

    Learn how to send uploads to Salesforce Files
  3. My Responses

    Learn all about the FormAssembly response page
  4. Styling PDFs

    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 ...
  5. Form Availability

    Learn how you can setup your form's availability options
  6. Predefined Content

    Overview Predefined content options are commonly used elements that you can save for use in the Form Builder . A number of predefined elements are available by default, such as Countries and US States. This list is customizable and can include yo...
  7. Setting Up Legacy Workflows

    Learn how to build a FormAssembly workflow to connect multiple forms together.
  8. Application Settings

    Learn about FormAssembly application settings from the admin dashboard
  9. Dynamic Picklist (v2)

    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 prefilled or d...
  10. Creating Salesforce Attachment Records

    Learn how to Work with File Uploads and Salesforce Attachments
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