Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

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Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

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June 21, 2018
Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

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June 21, 2018
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Episode Highlights
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Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

Blog

Customer Stories: How 4 Organizations Removed Complexity with Formstack

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Customer Stories: How 4 Organizations Removed Complexity with Formstack

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Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

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Customer Stories: How 4 Organizations Removed Complexity with Formstack

Discover how organizations from different industries (banking, military, nonprofit, higher education) used Formstack to streamline processes.
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Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

Thousands of organizations across a variety of industries use Formstack for their data management needs. We love hearing how Formstack customers are simplifying and revamping key processes to improve their businesses. To inspire your process improvement, we’re sharing four happy customer stories. From banking to military to nonprofit to education, these stories are a perfect illustration of Formstack’s versatility. Check them out below to discover the power of online forms.

Fidelity Bank

Fidelity Bank + Formstack

Fidelity Bank is a full-service bank with over 60 retail branches across metro Atlanta and Florida.To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. To streamline Salesforce workflows, Fidelity turned to Formstack’s native Salesforce app. Using Formstack, Lead Salesforce Developer Vincent Bartoloma created two solutions: an internal help desk feedback form to improve help desk performance and an account referral form for better referral tracking. The feedback form has helped Fidelity seamlessly collect over 500 help desk survey responses, and the referral tracking form has expedited the processing of five account referrals per day. Read the full story here.

Georgia National Guard

MFSB Georgia National Guard + Formstack

The Military Family Support Branch (MFSB) of the Georgia National Guard supports Service Members, Families, and Veterans through community, state, and federal programs. A crucial part of providing these services is the ability to collect and manage comprehensive, accurate data. For a while, the MFSB used Adobe FormsCentral for its online data collection needs. But when Adobe retired its online form builder in 2015, the MFSB turned to Formstack. Now, the branch uses Formstack to streamline general data records, requests for employment assistance, internal time-off requests, marketing service requests, and more. With Formstack, the Military Family Support Branch has efficiently processed 5,000 data records in support of 14,000 dispersed Service Members and Families. Read the full story here.

LoveYourBrain Foundation

LoveYourBrain + Formstack

The LoveYourBrain Foundation is a nonprofit organization that supports people affected by traumatic brain injury. The flagship program for the foundation is the LoveYourBrain Yoga program—a free, six-week series of FUNdamentals courses. The courses are offered at more than 30 partner studios across North America (and growing), and applicants must be screened for eligibility. To simplify the complex course registration process and reduce manual work, LoveYourBrain turned to Formstack and Salesforce. Using Formstack’s native Salesforce app to automate much of the registration process, LoveYourBrain freed up time to focus on growth. With an efficient registration process, the foundation was able to increase the number of programs offered by 140% quarter over quarter and expand its reach by 144% year over year with 13 new locations. Read the full story here.

University of Michigan

University of Michigan case study

The University of Michigan (U-M) is a public, postsecondary institution with nearly 45,000 undergraduate and graduate students enrolled. To give all students the opportunity to have a family member attend their graduation ceremony, the Office of University and Development Events allows international students to request a formal letter of invitation, which assists guests who have to apply for a visitor visa to attend commencement. To fully automate the processing of over 5,000 visa letters every year, U-M turned to Formstack and WebMerge. With Formstack’s intuitive online form builder connected to WebMerge’s document creation tool, the events office created a fully automated process that has saved hundreds of hours or staff time and reduced the letter turnaround time by up to four weeks. Read the full story here.

Need more inspiration? Click here to explore all our customer stories.

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