Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

Managing the student recruitment and enrollment lifecycle for prospective students requires multiple forms, processes, and communications with potential students, parents and academic counsellors. When Simon Fraser University (SFU) was looking for a digital solution that would meet their complex data workflows, Formstack for Salesforce enabled them to streamline the student experience while capturing the data they needed right within Salesforce.
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Born in 1965, SFU has become Canada's leading comprehensive university with vibrant campuses in British Columbia's largest municipalities — Vancouver, Burnaby and Surrey — and deep roots in partner communities throughout the province and around the world.
Higher Education
2019
Student Data Collection
Formstack for Salesforce
FOIPPA Compliance, Dynamic Prefill, Automated Alerts
Customer Story

Streamlining the Student Experience

/
November 6, 2020
Customer Story

Streamlining the Student Experience

MIN
/
November 6, 2020
About the Episode
Episode Highlights
Meet our Guest

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Customer Story

Streamlining the Student Experience

Customer Story

Streamlining the Student Experience

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Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Panelists
No items found.
Infographic

Streamlining the Student Experience

Learn how Simon Fraser University used Formstack for Salesforce to manage the student recruitment and enrollment lifecycle. Read this case study now.
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Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

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

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Challenge

SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.

Solution

SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.

Results

Eliminated manual data entry and established new processes


Enabled student engagement through digital forms


Improved data security with FOIPPA compliant processes


Consolidated software within their tech stack


Time savings and streamlined communications


Easy adjustable forms, direct to objects and fields

Formstack allowed us to create an engaging prospect strategy, and allowed our functional users to create forms. It’s easy to use and effective!
Sean McKenna
Director, Business Analysis and Assessment
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