“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers. So you’ve created a form with the Formstack. Watch how to manage form data and export or share it within the Formstack application. Formstack’s Advanced PDFs tool lets you personalize the look of your exported PDFs, customize shown fields, and easily share edited files with others.
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Formstack is a versatile online form builder that enables you to build and design web forms without any coding knowledge. Embed mobile-friendly forms on your website and social media to collect online payments, gather feedback from customers, collect leads for marketing, create automated workflows, and much more. In addition to the ability to build powerful forms using conditional logic, the greatest strength of Formstack and probably most overlooked is how a small business can use the response features to automate tasks they are currently wasting time doing manually.
For example, you can use Formstack to create a contact form that lets a prospect choose what type of service they are interested in. Using the conditional logic, you can create automatic responses based on what they select or where they are located, or whatever variable is important in your business that include additional information — links to videos, documents, whatever — instead of having to pay someone to follow up with each contact individually.
You can also use this to string together steps in a process: This functionality has saved our small company hundreds of hours of human time, AND expoet customer numbers. For all the value we get out of it, Formstack is a bargain. It’s one of those “how did we live without this” tools. The look of the webforms themselves is dated exoprt it would be nice if they would invest in some contemporary looking designs so the user sees something more sleek.
Also the ability to have self-tallying forms, where someone could check boxes and it would total a dollar amount for a quote, would be fantastic. Formstack allows us to automate tasks that we used to do manually, like sending information to prospective clients, gathering detailed information from current clients, sending a series of steps in a project, etc.
It is a great value for the money, and is relatively easy to use. We have used it for several years and can’t imagine being without it – it is critical to an efficient work flow for a small business, and a lot less expensive than paying an admin to do the same tasks.
Migrating form data from FormStack
Thank you for leaving a wonderful review! We love seeing foormstack clients! This article may help with your self-tallying forms concern: If this doesn’t help, please feel free to reach out to our awesome Support team, who will do everything they can to help!
One of the most cost-effective form tools we’ve found and extremely easy to use. I wish there was a bit more versatility to the type of questions you can exprt to a form, but overall it’s pretty good! Our chief complaint was how many workarounds we’ve had to use in order to get SalesForce integration to work for us. The Formstack for Salesforce product leaves MUCH to be desired taking away formdtack form customization available in regular formstack and it has taken foormstack and multiple team members to be able to streamline our formstack to fromstack process.
It’s now pretty seamless but it shouldn’t have taken that many resources for a simple form-to-opportunity functionality. This came from a frustration in the lack of functionality in list creation, updating, and note creation with Salesforce, none of which worked well at a high level within formstack.
Thank you for leaving us a formdtack We love hearing from customers. You can find information on that here: Please feel free to leave any product enhancement ideas you have on our ideas site at: We’re happy with Formstack’s functionality, however we’re not a big fan of their updated Dashboard in the platform. We used to see a screenshot of big forstack stats and our average conversion rate. Now we see a listing with each of our forms, but we don’t feel like we’re getting the value we used to get through this update.
I love how easy Formstack is to use. Building forms is a breezethe support is great, and we love eport it integrates seamlessly with Unbounce to give us quality, high converting lead pages. Formstack has helped us refine and define our lead capture process and following up with qualified prospects has become even easier.
We use Formstack for all of our lead capture across our whole website. Recommendations to other buyers: If you’re considering Formstack, I would recommend signing on for a free trial first so you can play around in it and see how easy it is to create forms and how your team could use the product most effectively. Feel free to make your own form templates with for,stack brand’s colors to really visualize how the forms could look and function. It’s true that our updated Dashboard no longer ecport the big exoprt stats, as those stats represented vormstack combined data of all of your forms, and we felt this was an outdated way to view performance.
We hope this hasn’t been too much of an inconvenience for you. We switched from Wufoo and haven’t looked back. While the investment was a bit steeper, it was worth it. We’ve had no issues with the service or support whatsoever. If only to be nitpicky, canned reporting would be nice conversions this month, conversions last week, etc.
Some sort of safeguard against bogus form completions asdfasfj asf;sdfsd. We are continually updating our product and would love to hear from you with any ideas you have to improve the app. If it has worked, it would have been great that you can process credit cards right there in the form. As soon as I started using Formstack, there was an issue with the payment processor integration where credit card transactions would not go through. I started out using Stripe, and when it didn’t work, I contacted support, but none of their solutions fixed it, so I switched to Paypal.
Formstack + WP All Export Pro Integrations
I then had the same issues with Paypal. I emailed back and forth with Support for a long time. They offered me the same 4 solutions repeatedly, all of which I tried.
I explained to Support that these things weren’t helping but it was as if they had amnesia and didn’t remember they had already suggested the same things, which didn’t work. I sent a message to the Sales team instead to see if they could get me in touch with a different Support professional who knew how to fix this problem no phone s on website.
Sales said they would escalate ot issue. When I didn’t hear back for a week, I emailed again asking to cancel my account, and the Sales person said they had emailed support and that “the issue is with your payment processor,” which of course I already knew and was the reason for my message in the first place.
They continued to insist that the xeport was with Paypal. I talked to Paypal support and the problem was not on their formstak. Many annoying issues with the form creation interface too- like to move questions you have to drag and drop by scrolling through the entire form.
I missed numerous deadlines and opportunities to gain customers because I couldn’t get these forms set up for the beginning of our school year we’re a music school and these were our registration forms.
We feel just awful that you had this experience. I sent your review over to our Director of Customer Care. She had a meeting with all of the support team leads to go over your experience.
She said she would really like to chat with you, on a call, and give you two months for free if you’d be at all interested, just to ensure you can get up and running again. Her email is Jessica. While we have won awards for our excellent customer support, your experience has pointed out some glaring issues we’re taking care of immediately. We’d still love the chance to make this right for you, but understand if you’re not interested. Either way, thank you for the review and helping us improve our customer support team!
Drag and drop is something people just get.
Training a staff member on how to build their own forms only takes a few minutes and they get the basics and are off to the races with their work quickly. When you empower your staff to do their job and more it means less work for you so you can focus on the things they can’t do. We have lots of small forms and lots of users, but formstacks structure does not like that. If you build fewer forms and lots of responses it works great. Lots of forms with smaller reponses you hit the cost barriers quickly.
Of course if you delete the data it works fine, but if you give formstack as a tool to your staff and you don’t want to manage the amount of forms it becomes unwieldy quickly. We still use it for complex logic based forms immensely. It allows for so many if statements to capture exactly what we want from the person filling out the form. It is easy to use for the most part and the forms look nice. They are better than the cheaper-feeling system we used in the past.
I wish it was easier to link common fields between forms so that if I update a pick list in one place it updates in the others.
What they have makes it easy to create new forms but I do have to go back and update them when things change. Formstack has been great to integrate all of our company’s internal forms. We don’t use it, customer -facing, though.
I’ve been happy with it. The ability to encrypt submissions and the simplicity of configuring additional users to view submissions. We set everything up in minutes.
Migrating form data from FormStack « Gravity Support Forums
The form builder is super intuitive and easy to figure out. Our team loves the customization options exporf the email notifications. We needed a secure way to collect sensitive information for use by several departments while keeping the data secure.
Formstack does this and makes it easy for the team. Thank you for taking the time to review Formstack!
We are fomrstack thrilled that you have had a great experience and have been able to utilize us for various teams across your organization. Any time I have had a negative I have called and they have fixed or shown me what to do. I have used Formstack since the have begun and really have seen them go from a great product to and even greater product through expott years. Formsgack always explain it to say it is like Google Docs on Steroids.
User interface is great and the customer service has always been amazing. Rather than spending an hour googling some solution to a problem I am having with a form I can always contact them by email or phone and get a great response spoon. The integration with third party services are great as well as the custom notification emails sent to attendees of events based on how they fill out their form. I can’t recommend them enough for people who are trying to do online registration with groups of people.