Updated Articles

  1. General Settings

    Learn about general FormAssembly settings like branding, language, themes, and more.
  2. Replay

    Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
  3. General Data Protection Regulation (GDPR) Form Compliance

    Learn how to acknowledge that the EU's GDPR applies to your FormAssembly use.
  4. Workflow Responses

    Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...
  5. Advanced Branding: Change Browser Tab Icon

    This article will walk you through how to replace the default icon in your browser tab (also known as a "favicon") with an icon of your choosing so you can give your forms a more customized look. Requirements FormAssembly will not host your cus...
  6. Custom CSS

    Overview You can use the Theme Editor to customize the elements of your forms, but sometimes you may need to customize further than the Theme Editor will allow. Note:   The examples listed below are common examples that have been created b...
  7. Theme Editor Version 2.0

    Learn how to style your form with FormAssembly's Theme Editor 2.0
  8. Google Analytics Tracking

    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...
  9. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
  10. Prefill Links with URL Encoding

    Learn how to use URL encoding to fix a prefilling link that is breaking as a result of special characters.
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