Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

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Webinar

Formstack For Salesforce 201: Dynamic Prefill

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Webinar

Formstack For Salesforce 201: Dynamic Prefill

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About the Episode
Episode Highlights
Meet our Guest
Episode Transcript
Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

Webinar

Formstack For Salesforce 201: Dynamic Prefill

Prefilling your forms with the information you already have in your Salesforce org provides a better experience for your end users. They no longer need to submit previously entered information and are more likely to provide you with additional data.

If you’re ready to start using Formstack’s Dynamic Prefill feature, be sure to check out this webinar. Francis Pereira, Formstack’s Technical Sales Engineer, shows you how easy it is to set up and distribute prefilled forms and surveys with Formstack for Salesforce, our native Salesforce form builder.

Panelists
Solutions Engineer Manager
Introduction

Prefilling your forms with the information you already have in your Salesforce org provides a better experience for your end users. They no longer need to submit previously entered information and are more likely to provide you with additional data.

If you’re ready to start using Formstack’s Dynamic Prefill feature, be sure to check out this webinar. Francis Pereira, Formstack’s Technical Sales Engineer, shows you how easy it is to set up and distribute prefilled forms and surveys with Formstack for Salesforce, our native Salesforce form builder.

Introduction

Prefilling your forms with the information you already have in your Salesforce org provides a better experience for your end users. They no longer need to submit previously entered information and are more likely to provide you with additional data.

If you’re ready to start using Formstack’s Dynamic Prefill feature, be sure to check out this webinar. Francis Pereira, Formstack’s Technical Sales Engineer, shows you how easy it is to set up and distribute prefilled forms and surveys with Formstack for Salesforce, our native Salesforce form builder.

In this webinar, you will learn:

  • Best practices for sending out dynamic links
  • How to set up and distribute links via email
  • Examples of how to get started with prefilled forms

Panelists
Solutions Engineer Manager
Infographic

Formstack For Salesforce 201: Dynamic Prefill

Hands On: Harnessing The Power of Dynamic Prefill
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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
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
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¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

In this webinar, you will learn:

  • Best practices for sending out dynamic links
  • How to set up and distribute links via email
  • Examples of how to get started with prefilled forms

Meet The Host
Content Marketing Manager
Connect
Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.