PatronManager Help

Formstack

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Formstack: https://help.pm.leapevent.tech/a/351718

At A Glance

  • Discounted for nonprofits
  • This app's provider does offer support.

App Details

Pricing:

Annual Pricing, with a 25% nonprofit discount

Good for:

Organizations that need to collect information from patrons for a particular program.

How it works:

Formstack is a multi-purpose form building program. You can use it to create attractive webforms for many reasons -- patron surveys, class registration forms, job applications, space rental requests, etc.

What makes Formstack stand apart from other similar programs and makes it worthy of being a recommended app for PatronManager clients is that the Platinum level of Formstack come with a very robust and flexible Salesforce integration that can be configured for any form.

That means that the data collected in a Formstack form can be automatically added to your PatronManager account.

Integrating a Formstack form with PatronManager requires a very experienced admin and we recommed working with a Salesforce consultant to do so.

Here's a simple form that was built with Formstack

Here's a simple form that was built with Formstack

Formstack has an intuitive form-building interface. You don't know need to know any HTML.

Formstack has an intuitive form-building interface. You don't know need to know any HTML.

You can design a custom theme to match your website.

And if you do happen to know HTML or CSS, you can use those here.

You can design a custom theme to match your website.

The Integration Hub is where you map the fields on your form to your objects and fields in PatronManager.

In any given form, you can map to multiple PatronManager objects, like Account, Contact, Tasks and a custom "Rentals" object, for example.

The Integration Hub is where you map the fields on your form to your objects and fields in PatronManager.
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