Updated Articles

  1. Edit the Submit Button

    Edit the Submit Button First, open your Form Builder and click on the submit button at the bottom of your form.  Select Options.  This will open the button properties panel . Presentation Expanding the Presentation section will allow...
  2. Add Text and Images

    Headings In the Form Builder, to add section headings to your form, click Add Content → Text and Image → H eading . You will now be able to type in and edit a new heading using the Paragraph Editing Toolbar. You can learn more about this ...
  3. Editing Tools

    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 ...
  4. Add Fields and Sections

    Add Fields and Sections At the top left of the Form Builder, you'll find a blue Add Content button. From here, you can add a variety of elements, such as questions, fields, and sections. Overview of Field Types In the Form Builder, a que...
  5. Why is My Form Under Moderation?

    Learn about FormAssembly moderation processes and why your form might be under moderation.
  6. Microsoft Excel Connector

    Overview Connect form responses directly to your Microsoft Excel Workbooks with the Microsoft Excel Connector . With the Microsoft Excel Connector, you can now quickly and easily access your response data within Excel for data processing and ana...
  7. IP Whitelisting for FormAssembly

    Learn what values to whitelist for Salesforce Marketing Cloud
  8. Salesforce Dynamic Picklist

    Overview Salesforce Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent (unless there is a configured prefille...
  9. Google Sheets Connector

    Learn how to send data from FormAssembly to Google Sheets (Spreadsheets)
  10. Advanced Branding: Add a Header and Footer

    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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