Complex and Versatile Forms - From Concept to Creation

Presented by

Sam Lim, Salesforce Consultant at Plative and Pratik Paun, Partner Account Manager at FormAssembly

About this talk

Building complex forms and data collection processes doesn’t have to be hard. With a bit of planning and the right tools, you can offer your audiences simple, intuitive, and personalized experiences while collecting the data your organization needs. Join Sam Lim, Salesforce Consultant at Plative, and Pratik Paun, Partner Account Manager as they demonstrate how to build multi-step forms with conditional logic that collects vital information without overwhelming your form respondents. We’ll also cover: - How to allow users to save and resume forms - How to personalize form experiences - How to automate and manage multi-step form processes easily
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FormAssembly is an expert in enterprise data collection and offers thought leadership content that is especially helpful for those in marketing and IT. As a security-conscious organization, FormAssembly provides resources that help organizations drive mission-critical business initiatives and become better stewards of their data. While FormAssembly provides content that is relevant across several industries, it focuses mainly on higher education, nonprofit, financial services, healthcare, and government.