Like others, I’ve bought a lot of form creation tools. I think I bought this one at the same time as I bought others from App Sumo. Collecting data is important in my line of work.
I left Formaloo in my library for a while. But maybe 6 months ago, we needed a tool that would capture UTM parameters from postcard marketing campaigns and advisor / client actions. Formaloo is the one tool that enabled us to do this - although making it work wasn’t intuitive. Lot’s of trial and error - aided by a stubborn streak - eventually produced what we needed. After I figured it out, this tool became a great value add to our business. We use Formaloo paired with Zapier to process inquiries, onboard clients (set up our CRM, send NDA’s, initiate sequences, etc). Formaloo is featured prominently in our workflow today - mostly because it could manage this one feature that many others could not.
On the down side:
1. the transition from 2.0 to 3.0 is a little clunky. I have forms in both versions and dread the day 2.0 gets turned off. Fingers crossed they convert old forms and data without much friction and no loss of data.
2. It is not intuitive to do what we did with UTM parameters and I could not find support to help me. I did not easily understand the differences between using a regular data field - set to admin (hidden) and configured with a defined field ID, for example, or the use of the “variable” objects. It took a lot of trial and error to get it right. Variable objects are the way to go for this use case, by the way.
3. Don’t try to embed if you’re trying to capture UTM parameters passed by scanning a QR code. The embed structure essentially firewalls the UTM arguments from passing into the form - so you get nothing. In this instance, Formaloo allowed us - with some effort - to create a form that looks professional enough to directly face clients. Most don’t notice they are not in our system when they scan the QR code and get their engagement started via our Formaloo form.
4. Finally, Formaloo automatically sorts responses from first to last. You can switch the sort, but in my instance, it reverted back on it’s own. After a page full of responses, our Zapier Zap triggered by “New Response” failed. It kept returning the first entry - which failed the Zap logic and went nowhere. We adjusted by using a “catch hook” trigger and everything works fine now.
I’m grateful that anything worked at all, so props to Formaloo for having a better technical structure than some of their competitors. Just have patience and persistence if you want to optimize it’s capabilities.