PatronManager Help

FormAssembly

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FormAssembly: https://help.pm.leapevent.tech/a/652533

At A Glance

  • Discounted for non-profits
  • This app's provider does offer support

App Details

Pricing:

Check the FormAssembly pricing page to get the most up-to-date pricing information.

FormAssembly offers a 20% discount to qualified nonprofit organizations.

Good for:

Organizations that need to collect information from patrons for a particular program. Try it for performer's headshot/bio submissions, special events registration, or audition signups.

How it works:

FormAssembly is a webform building system used by tens of thousands of customers around the world to create attractive webforms with advanced features like custom email notifications and branding, file attachments, payment processing, and dynamic form settings. These features are available at any price level. More importantly for PatronManager clients, FormAssembly also offers a robust and flexible Salesforce integration that can be configured for any form. That means that the data collected in a FormAssembly form can be automatically added to your PatronManager account.

Integrating a FormAssembly form with PatronManager requires a very experienced admin and we suggest that you work with a Salesforce consultant to do so.

FormAssembly's friendly user interface walks you through the process of creating a successful form.

FormAssembly's friendly user interface walks you through the process of creating a successful form.

The Salesforce Form Import Tool allows you to quickly create a new form using Salesforce/PatronManager objects & fields as a template.

You can create a form that integrates with two or more related objects in PatronManager.

The Salesforce Form Import Tool allows you to quickly create a new form using Salesforce/PatronManager objects & fields as a template.

Once you add your fields from PatronManager, you can then further customize the form.

Give it a name...

Once you add your fields from PatronManager, you can then further customize the form.

Make certain fields required...

Change the theme or further customize the look of the form...

And add validation rules or conditional rules to your fields to ensure better data quality.

You can even preview what your form will look like on a desktop, tablet or mobile device

You can even preview what your form will look like on a desktop, tablet or mobile device

As soon as the form is submitted, the information gathered will automatically appear in PatronManager

As soon as the form is submitted, the information gathered will automatically appear in PatronManager
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