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Last Updated: 12/01/2025
in Workflow Steps
Introduction The Form Step allows you to collect a form response. With this step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this step, your forms should already be built and saved ...
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Overview This document outlines the standardized controls used in FormAssembly themes. You have 36 options to control within the form builder, but if you'd like to stylize your form even more, you can use the controls below along with your CSS k...
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Learn how to resolve common Salesforce connector issues
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Splitting one long form into multiple pages is a great way to keep your forms clean, organized, and easy to read! You can follow the steps below to add, remove, and edit pages in your Form Builder. Note : While FormAssembly does not have limit...
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Last Updated: 12/01/2025
in Workflow Workflow OptionsLearn how respondents can preview their forms before submission
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Learn what values to whitelist for Salesforce Marketing Cloud
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Overview If you're an Essentials plan and above user, you'll find the Branding feature on the General Settings page. Click the Define a header and footer for your forms link to open the Branding Editor: Account Branding Once there, you'...
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Last Updated: 10/09/2025
in Troubleshooting and TipsLearn about FormAssembly moderation processes and why your form might be under moderation.
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Undo/Redo To undo or redo your last action, there are Undo and Redo buttons in the top-right corner next to the Save button. Copy or Move Existing Content To copy an existing field, click on the field, and then select copy this field ...
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Overview If you publish by embedding your workflow , and tracking is otherwise already set up on your site, you don't need to do anything to track your forms. However, if you use FormAssembly to host your forms, follow these steps to add Google...