Case Study: Hospitality Financial and Technology Professionals streamlines global CPE delivery with FormAssembly

HFTP streamlines global CPE and builds a mini LMS with FormAssembly in one year

Hospitality Financial and Technology Professionals (HFTP), a global association for hospitality finance and technology professionals, was struggling with a fragmented mix of form tools like Jotform and SurveyMonkey. These tools had user limits and lacked the necessary Salesforce integration and conditional logic to automate their NASBA-certified CPE credit delivery, forcing their team to manually manage a cumbersome process.

By implementing FormAssembly, HFTP built a streamlined CPE request workflow that integrates directly with Salesforce to validate event registration. Using FormAssembly's features like autoresponders, conditional logic, and formulas, they automated credit delivery and calculated CPE totals. This solution eliminated manual processes, provided a more personalized experience for members, and netted measurable increases in both streamlined evaluations and automated credit delivery.

Hospitality Financial and Technology Professionals (hftp)