Updated Articles

  1. Form Builder Version Administration

    Learn about different versions of FormAssembly's Form Builder
  2. Form Builder Version

    I've been notified that a new Form Builder version is available. What does that mean? We regularly update the Form Builder to address issues and add new features. Sometimes, we decide to release an update as an official new version . A new vers...
  3. Form Name & Form Title

    Form Title and Form Name There are two different locations and ways to identify your form.  The title is for external identification, meaning it can be visible to your respondents, and when it is enabled - will appear at the top of your form in th...
  4. Add Text Around Fields

    Introduction Adding text around a field can be helpful when you need something displayed before a value. For example, you can add $ before a numeric value on a form. Steps To add text around a field: Select the field. Select the Options b...
  5. 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/add-a-...
  6.  The Salesforce Nonprofit Success Pack (NPSP)

    Learn how to use FormAssembly with the Salesforce Nonprofit Pack
  7. Working with Salesforce Notes & Enhanced Notes

    Learn how to link Salesforce notes to other contact records.
  8. The Salesforce Save Connector

    Learn how to create and update Salesforce records when a form is saved.
  9. Linking Records in the Salesforce Connector

    Learn how to link records in the Salesforce connector
  10. Update an Existing Salesforce Record

    Learn how to Update an Existing Salesforce Record
Terms of Service · Privacy Policy