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Error When creating campaign members in Salesforce, you must link them to both a campaign and a contact or, a campaign and a lead. To do this, you will need to map those respective IDs in your connector. If you do not map a campaign ID and a co...
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Learn how to resolve common Salesforce connector issues
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Last Updated: 12/01/2025
in Workflow Workflow Assets
Managing Datasets The Dataset List makes it easy to manage datasets you've imported to use with our Autosuggest feature . Datasets are useful when you want users to be able to choose from lists of options too long for a dropdown menu. Note...
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Last Updated: 10/09/2025
How to contact FormAssembly's customer success team so we can help you resolve any trouble you might be running into.
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Introduction With our new PDF features, we have also included the ability to define at the account or admin levels, custom headers and footers for your generated PDFs by using HTML and CSS. When defined, these will display on every page of the PD...
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What is Autocomplete? Many browsers contain features that can help users fill in web forms automatically. For example, they could prefill the user's address or contact details based on previously filled-in forms. Users can also set up their own a...
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Last Updated: 10/09/2025
in Troubleshooting and Tips
Introduction When copying and pasting into FormAssembly, there is often formatting carried over from where the information was copied. This will cause the text to have a yellow background or show as a different font type. Steps In order to cle...
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Learn about form administration from the admin dashboard
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Introduction When creating a multi-page form, a progress bar can be added to the respondent’s view to visually represent the percentage of the form that has been completed as they progress. This will help to reduce drop-off rates and improve the ...
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Learn about default values for FormAssembly fields.