Elevate your data-driven decisions with Cognito Forms, where advanced data collection meets seamless workflow automation in a secure environment. Benefit from the ease of drag-and-drop form building, robust integrations that sync with your favorite tools, and the peace of mind that comes with top-tier security compliance. This platform is your gateway to streamlined processes, offering a dynamic approach to form creation and data management that saves time and scales with your business needs.
Unlock the full potential of your data collection and workflow automation with Cognito Forms, a powerful online form builder that’s both flexible and user-friendly. Whether you’re looking to streamline client intakes, orchestrate event registrations, or manage complex transactions, Cognito Forms brings a suite of advanced features to your fingertips.
Dive into the world where efficiency meets security, and discover how this tool can transform the way you interact with data, integrate with other platforms, and customize your digital processes to fit the unique needs of your business.
Read further to learn more about Cognito Forms, in our review we will detail its features, pros and cons with our rating, and a conclusion about why you should use it.
Click on “open” if you want to see exactly what we will talk about in the rest of this article.
Cognito Forms is a versatile online form builder designed to cater to various data collection needs, from simple surveys to complex registration forms. It enables users to create forms quickly with an easy-to-use interface, offering powerful workflow features for engaging multiple stakeholders through multi-step processes.
Users can automate their business processes with flexible workflows that can be executed in any order or simultaneously. The platform emphasizes data collection customization, efficient workflow automation, and robust data management. It ensures security and compliance, protecting customer data and adhering to privacy regulations.
Cognito Forms integrates with numerous applications via Zapier, Microsoft Power Automate, or Make, and supports online payment collection through Square, Stripe, or PayPal, making it a comprehensive tool for automating work and managing online interactions.
Cognito Forms specifications
Features
Data Collection / Data Management / Inbound API Calls / Online Payments / Security & Compliance / Workflow Automation / Zapier Integration
Best suited for
Individuals, Freelancers, Small businesses, Mid size businesses, Large enterprises
Cognito Forms pricing: How much does Cognito Forms cost?
Navigate through Cognito Forms’ pricing landscape, where affordability meets functionality. With plans ranging from the accessible free tier to the feature-rich enterprise options, there’s a pricing structure to fit every budget.
Whether you’re a solo entrepreneur or a flourishing enterprise, the pricing spectrum is tailored to provide you with the tools you need at a value that makes sense for your bottom line.
Security & Compliance: Same as Team plus Audit Log (2 years)
Online Payment: Same as Team
Integrations: JSON Webhooks, Make, Microsoft Power Automate, Zapier
The features listed provide a comprehensive suite of tools that scale with the complexity and size of the user’s needs, from individual use to large enterprise requirements.
Step into the realm of endless possibilities with Cognito Forms’ features, designed to cater to both the form-filling experience and the behind-the-scenes data handling.
From customizable templates and intuitive design elements to sophisticated workflow automations and comprehensive data analysis tools, each feature is crafted to enhance your productivity and elevate your operational efficiency.
Data Collection
Cognito Forms excels in data collection with a suite of tools that allow for precise data capture. Users can leverage a variety of field types, such as text boxes, radio buttons, checklists, and sliders, to gather the exact type of responses needed.
Advanced formatting options ensure that data like phone numbers, currency, and percentages are entered and displayed correctly. Custom validation rules can be set to ensure data integrity, and conditional logic can be applied to fields to create dynamic forms that adapt to user input.
The platform also supports electronic signatures and file uploads, making it a comprehensive solution for any data collection requirement, from simple contact forms to detailed surveys and applications.
Workflow Automation
Cognito Forms’ workflow automation feature is a powerful asset for streamlining business processes. Users can set up workflows that automatically route form submissions to the appropriate team members, trigger custom email notifications based on specific conditions, and even create multi-step approval processes.
The visual workflow builder allows for the creation of complex sequences of actions without writing any code, making it accessible to users of all skill levels. This automation extends to document generation, enabling the creation of invoices, contracts, and other documents populated with form data, saving time and reducing errors.
Data Management
The data management capabilities of Cognito Forms are robust, providing users with the ability to not only collect but also effectively utilize their data. Once collected, data can be viewed and managed through custom views that filter and sort submissions based on user-defined criteria.
This makes it easier to track submissions, identify trends, and respond to data in a timely manner. The platform also allows for the exporting of data to common formats like Excel and CSV for further analysis or integration with other systems. Additionally, data can be imported to pre-populate forms, which is particularly useful for repeat events or applications.
Security & Compliance
Cognito Forms places a strong emphasis on security and compliance, ensuring that user data is protected with industry-standard practices. The platform offers field-level encryption, which means sensitive information is encrypted at the point of entry and remains secure throughout the data lifecycle.
For organizations that require it, Cognito Forms offers HIPAA-compliant features that ensure the confidentiality and security of health information.
The platform also adheres to GDPR and CCPA, providing tools to manage consent and data subject rights. Regular security audits and updates are part of the platform’s commitment to maintaining a secure environment for all users.
Integrations
Integration features in Cognito Forms bridge the gap between form data collection and other business tools. With native integrations for popular services like Zapier, Microsoft Power Automate, and Make (formerly Integromat), users can connect their forms to a vast ecosystem of apps for CRM, email marketing, project management, and more.
This seamless integration capability allows for the automatic transfer of data between systems, triggering actions in other apps whenever a form is submitted. For more technical users, JSON webhooks are available to push data to custom endpoints, providing endless possibilities for integration and automation.
Online Payment
Cognito Forms’ online payment feature simplifies the process of collecting payments through forms. It integrates with major payment processors like Stripe, PayPal, and Square, offering a secure and efficient way to handle transactions. The payment feature is flexible, supporting one-time payments, donations, and recurring billing.
It also allows for the calculation of complex pricing based on form inputs, applying discounts, taxes, and shipping costs as needed. For businesses, this means a streamlined checkout process that can be customized to match the look and feel of their brand, providing customers with a seamless payment experience directly within the form.
Cognito Forms is a versatile online form builder that enables users to create, publish, and manage forms with ease. It is suitable for a range of applications from simple surveys to complex registration forms.
The software offers powerful workflow automation that can engage the right people at the right time, control every step of the process, and automate business processes to work more efficiently.
It is used globally for various purposes, including streamlining COVID-19 vaccinations for over a million people, integrating internal processes for nonprofits, and providing financial stability courses.
Pros:
Offers a free plan with a robust set of features.
Compliant with major security standards, including audit logs and authenticated forms.
Allows for data and payment collection through integrations with Stripe, Square, and PayPal.
Provides workflow automation with conditional logic and quantity limits.
Features a variety of templates that can be filtered by type, industry, and feature.
Cons:
Some users experience a learning curve when setting up workflows.
The absence of a search feature can make it difficult to find specific information.
Aesthetics may not be as appealing compared to other solutions on the market.
Customizing the solution for various needs may take time and effort.
While customer support is helpful, the time to set up and customize features can be lengthy for new users.
