Success Story
Industry
Nonprofit
How the Institute for Humane Studies Scaled Event Registration
4,000
Registrants per semester
70
Programs hosted per semester
7,938
Feedback surveys collected in a single year
Overview
The Institute for Humane Studies (IHS) works with thousands of scholars on hundreds of campuses nationwide, hosting dozens of events every semester with thousands of registrants. They made the switch from manual data entry and complex event registration processes to streamlined, Salesforce-integrated forms with FormAssembly.
Cumbersome processes
Challenge
IHS partners with professors to advance higher education’s core purpose of intellectual discovery and human progress, hosting +70 events per semester across the US with thousands of registrants. Their administrative tools didn’t integrate with Salesforce, requiring multiple steps and costing their staff hours in manual data entry. With a goal to scale their programs and expand their reach, IHS needed a different solution.
There’s no way that we could have scaled with manual data entry. The amount of time our organization was spending on this process wasn’t a good investment. We were in need of a new method and ways to streamline data entry”
Salesforce-integrated event registration
Solution
Using FormAssembly’s Salesforce integration and Prefill functionality, IHS has streamlined their registration process for both attendees and staff.
“We devised a way to leverage FormAssembly’s flexibility and create a single form that prefills Campaign information so our events team can have a registration form as soon as they create the Campaign record. We also figured out how to make the form automatically turn into a waitlist form by again using the Salesforce Prefill Connector,” O’Sullivan said.
Auto-generating forms allow IHS to maintain standards for accurate data collection, even when their staff are not physically present at an event. Additionally, staff can now rely on one single multi-tasking form, instead of having to clone forms for thousands of participants.
Transform your tiresome processes.
Talk to a FormAssembly expert today.