Real-World Applications

Built for everyuse case

From simple surveys to complex workflows, see how teams across industries use WorkForm to collect better data and drive results.

Sales & Marketing
Product
Events
HR
E-commerce
Education
Healthcare
Real Estate
Legal & Compliance
Research
Lead Qualification
Sales & Marketing
Score and route leads intelligently

Key Features:

Conditional routing based on responses
Lead scoring with workflow logic
CRM integration via webhooks
Automated follow-up triggers

Example Use:

"Ask qualifying questions, score responses with conditional logic, and route high-value leads to sales immediately while nurturing others."

Customer Onboarding
Product
Personalized onboarding experiences

Key Features:

Dynamic question flows
User segmentation
Progress tracking
Custom welcome experiences

Example Use:

"Create different onboarding paths based on user type (individual vs team), product interest, or technical skill level."

Product Feedback
Product
Gather targeted insights

Key Features:

AI-generated follow-up questions
Context-aware surveys
Feature request collection
Satisfaction tracking

Example Use:

"Use AI to generate personalized follow-up questions based on initial feedback, diving deeper into specific pain points or feature requests."

Event Registration
Events
Streamlined event sign-ups

Key Features:

Multi-page registration forms
Conditional ticket options
Dietary/accessibility preferences
Payment integration ready

Example Use:

"Collect attendee information, show different ticket options based on attendee type, and gather specific requirements like dietary needs or workshop preferences."

Employee Surveys
HR
Engage your team effectively

Key Features:

Anonymous response option
Branching logic for departments
Pulse check automation
Trend analysis

Example Use:

"Deploy engagement surveys with department-specific questions, ensure anonymity, and track sentiment trends over time."

Job Applications
HR
Efficient hiring workflows

Key Features:

Resume/portfolio upload
Skills assessment
Screening questions
Auto-qualification

Example Use:

"Screen candidates with targeted questions, collect portfolios, and automatically qualify or route applications based on requirements."

Order Forms
E-commerce
Custom product configurations

Key Features:

Product option branching
Quantity calculations
Custom requirements
Quote generation

Example Use:

"Show different customization options based on product selection, calculate pricing dynamically, and collect specific requirements."

Course Enrollment
Education
Smart course registration

Key Features:

Prerequisite checking
Level assessment
Schedule coordination
Payment processing

Example Use:

"Assess student level, check prerequisites, show available courses based on qualifications, and handle enrollment."

Healthcare Intake
Healthcare
Patient information collection

Key Features:

Medical history branching
Symptom assessment
HIPAA-ready security
Appointment scheduling

Example Use:

"Collect patient history with conditional questions based on symptoms, ensure data security, and schedule follow-up appointments."

Real Estate Leads
Real Estate
Qualify property interests

Key Features:

Budget qualification
Location preferences
Timeline assessment
Property matching

Example Use:

"Gather buyer preferences, qualify budget and timeline, and match with appropriate property listings automatically."

Compliance Forms
Legal & Compliance
Regulatory data collection

Key Features:

Required field validation
Audit trails
Secure data storage
Version control

Example Use:

"Ensure all required compliance data is collected, maintain audit trails, and store sensitive information securely."

Community Research
Research
In-depth qualitative research

Key Features:

AI follow-up questions
Open-ended responses
Demographic branching
Export for analysis

Example Use:

"Conduct research with AI-generated follow-ups that adapt based on responses, collecting rich qualitative data efficiently."

Which form type should you use?

Choose the right builder for your use case

Standard Form
Linear Flow
1
2
3
Submit
Workflow Form
Branching Logic
Use Standard Forms when:

Questions are the same for everyone

Contact forms, surveys with fixed questions

Simple linear flow is sufficient

Event registration, basic applications

Quick setup is priority

Feedback forms, newsletter signups

Multi-page but no branching needed

Structured applications, order forms

Use Workflow Forms when:

Questions depend on previous answers

Lead qualification, diagnostic forms

Multiple user paths are needed

Onboarding flows, product selectors

AI-generated questions are valuable

Research, deep feedback collection

A/B testing optimization is important

Conversion optimization, marketing forms

Industry spotlights

See how different industries leverage WorkForm's unique capabilities

SaaS & Tech

SaaS Companies

Tech companies use WorkForm to qualify leads, onboard users, and collect product feedback with intelligent workflows.

  • Lead Qualification: Route high-value leads to sales based on company size, use case, and budget
  • Product Onboarding: Create personalized onboarding flows for different user types
  • Feature Feedback: Use AI to dive deep into specific feature requests and pain points
Lead Scoring
Hot Lead
95
score
Enterprise (500+ employees)
Budget: $50k+/year
Timeline: This quarter
Route to Sales
Auto-qualified via workflow logic
Patient Intake
HIPAA Secure
Based on symptoms selected
Questions adapt based on patient responses
Healthcare

Healthcare Providers

Medical practices streamline patient intake, symptom assessment, and appointment scheduling with HIPAA-ready forms.

  • Patient Intake: Conditional medical history questions based on symptoms
  • Symptom Assessment: Guide patients through triage with branching logic
  • Secure Data: Enterprise-grade security for sensitive health information
Education

Educational Institutions

Schools and training providers use WorkForm for course enrollment, student assessment, and program applications.

  • Course Enrollment: Check prerequisites and show available courses based on level
  • Student Assessment: Create adaptive assessments that adjust based on responses
  • Program Applications: Multi-step applications with document uploads and recommendations
Course Selection
Level: Advanced
Prerequisites Met
Intro to Programming
Data Structures
Available Courses:
Filtered based on completed prerequisites

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