Success Story

Industry

Higher Ed

The Master’s University Streamlines Admissions with Web Forms

150+

Active FormAssembly forms.

1,000+

On-campus students enrolled.

Overview

The Master’s University (TMU) is a private Christian university based in Santa Clarita, California. When TMU first embarked on its mission to improve data collection in 2017, the team was only scratching the surface of digital transformation. By implementing FormAssembly and Salesforce for admissions they transformed application management and student data processes, and experienced major growth, both on-campus and online.

Admin backlog and lost data

Challenge

Before implementing the FormAssembly Salesforce connector, TMU’s registrar and administrative teams were burdened with manual data entry and tedious paper form processes. The team lacked visibility into data collection and management, resulting in administrative bottlenecks and data gaps with student admissions.

“FormAssembly offers a dynamic and powerful connection to Salesforce. The integration between the two systems is second to none. The real-time sync works incredibly well, and it’s a great experience overall. FormAssembly is saving us time and money across the board.”

Jay Street

Student Data Management Specialist at TMU

Automated, visible workflows

Solution

Using FormAssembly forms with Salesforce CRM, the TMU staff now delivers “student-first” personalized experiences, and eliminated administrative gaps. The implementation of user-friendly forms allows for students to spend less time on paperwork, and more time on immersing themselves in on-campus events, such as their Admitted Student Day.

Jay and his admissions colleagues now communicate with ease, using features like dynamic merge fields and prefill through the URL. After TMU’s initial success, they increased adoption, rolling out FormAssembly across multiple departments using over 150 dynamic forms for everything from admissions and campus events to faculty course requests. Departments not yet using the solution are anxious to do so after seeing the success and time-saving that FormAssembly has offered TMU.

Results

150+

Dynamic forms in use.

1000+

On-campus students enrolled.

Adoption

Multi-department use: admissions, enrollment, financial aid, athletics

Features highlight

No-code form builder

TMU staff could get new forms up and running with ease while also taking advantage of customizable HTML in the Form Builder when needed.

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Salesforce connector

TMU staff can provide a seamless and efficient process for students with help from dynamic merge fields and prefill through the URL.

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Reliable support

TMU staff are thankful for a professional customer success team available to offer help and support whenever they need it.

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FormAssembly resource center

TMU staff regularly level up their FormAssembly knowledge through blogs posts, webinars, and technical help documents for learning and ongoing training.

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Better higher ed data collection is around the corner.

— leverage it.