The Wufoo Blog

How to Allow (Other) Options

By Zachary Ralson · March 30th, 2015

Hey there, Form Builders! Let’s take a look at one of Wufoo’s existing features that we’d love to show off here on the blog—our amazing Allow Other option. This setting is available on the multiple choice field.

So what’s so special about this Allow Other business anyhow? Well, no matter how much we wish it were, it’s not always possible to anticipate every option that your users may want. That’s where the Allow Other option comes in. Rather than creating a set of rules and adding new fields, you can have Wufoo add a text field as an option for your multiple choice field. It keeps all of your data in one place and makes setup a snap.

Let’s take a look at the form we whipped together just for kicks. We’ve created a multiple choice field to find out people’s preferences for a new Wufoo dinosaur, but we knew ahead of time that we wouldn’t be able to name ALL of their preferences.

Click the Allow Other button to add a fourth option: Other. If someone clicks that option, they can enter whatever information they’d like in that text box.

The best part—when you review your data, information entered into that text box will appear right with the other choices. Trust us, it makes reviewing things incredibly easy.

It’s important to note that you shouldn’t use this Allow Other setting when you’re collecting payments. You can assign payments to a multiple choice field through the Payment Settings, but the Other field that’s added here is a text field, so it can’t be used to process custom payment amounts.

If you want to set up a form to allow for other payment options (for example, options for $5, $10, $15, and Other), you’ll need to use field rules.

Here’s how:

Create a multiple choice field with the prices and an Other option at the bottom

Add a Price field underneath

Create a Field Rule in the Rule Builder that says if “Select a Choice is Other Show Amount”. This will display that amount field when someone selects Other

Assign prices in the Payment Settings

That’s all there is to it, form fans. We hope this helps you get the most out of just one of our many, many sweet features. Happy Form Building, everyone.

Don’t forget to check out our comprehensive Guides page for even more tips and tricks. See you next time!


Stretch and Flex Your Forms: How a Yoga Studio De-Stresses with Wufoo

By Kayte Korwitts · March 17th, 2015

We gave out a shout and you listened. Featuring your fine work in forms has been a goal of ours recently and with a little tweet help, we’ve gotten to learn even more about the many different (and cool!) ways you guys use Wufoo.

Without further ado, let us introduce you to Amy Ballinger, owner of Moksha Yoga Hamilton in Ontario, Canada. Amy’s business goal is centered around de-stressing, strengthening and calming the minds and bodies of her clients. And you know what, we can relate. Our forms are designed to do the same for our customer base as well—with less sweat on our ends though.

The floor’s all yours, Amy.

Having the right systems in place

As the owner of a yoga studio that is part of a collective of hot yoga studios called Moksha Yoga in Canada and Modo Yoga in the United States, I used to think that owning a studio meant that you could do yoga all day. Now I know that creating a space for people to let go of their stress means that the behind-the-scenes things need to run really smoothly. Over the four years that this studio has been open, Moksha Yoga Hamilton has developed into a space that welcomes more than 200 people every day, a vibrant community of people all working to reduce stress and create more peace in their lives. The studio space, and all the admin and operations work it takes to run it, need to run smoothly and with ease to create the sense of peace and relaxation people get the minute that they walk through our doors.



I’m a big believer that being organized for your staff and having systems in place for them to use reduces work stress while also fulfilling the needs of the studio. When people can follow a clear list of steps or a checklist, they know exactly what they need to do and how to do it, and this allows for them to be a lot more peaceful and present with our clients. They are never scrambling around or feeling panicked trying to figure out what to do.

Streamlining operations, setting expectations

I use Wufoo mainly to streamline the studio’s operations, set expectations, provide access to more detailed information, collect orders and gather feedback. Pretty much anything I can turn into a Wufoo form, I do. I would say that I am known for my Wufoo obsession! A few examples for you:

Checklists: Step-by-step lists of things that need to be done (ie. what to do when you open the studio in the morning: turn off the alarm, adjust the heat settings, fold the towels in the dryer, etc, etc)

Feedback: We use feedback forms that we have created in Wufoo to give clients the opportunity to give feedback about their experience in the studio, Teachers to give feedback to one another on how to improve their classes, and front desk staff to give feedback about their shift (ie. if they had any issues with the cash out, the highlight of their shift, any questions, etc). Not only that, all of my other forms (like checklists) include space for people to share their feedback, ideas for improvement, any challenges encountered, etc. This is helpful for me to continuously improve the way we do things and to address any difficulties.

Reports: We use the forms as incidents reports to keep track of notable situations at the studio or things that require client follow-up.

Manuals/Guidelines: This is a big one for me and where my love for Wufoo really deepened. I learned how to make hyperlinks in forms and I use them to connect to specific notes in Google docs or Evernote with more information.

For example, I can have something in a form that says ‘adjust the heat settings’ as a hyperlink, and if the person isn’t sure how to do this, they can click and the step-by-step instructions of how exactly to adjust the heat pops up. This way I can streamline the Wufoo form (so that it isn’t information overload), but any time the person using the form needs more info, it’s right there without them having to search. This is also great to link to troubleshooting steps.

Inventory: We use Wufoo forms for things like cleaning supply checklists to run through and make note of anything we need more of. Then I can access the email from my phone when I’m out picking up more supplies.

Order Forms: My latest addition to my roster of forms was a food order form for an event we did with a local juice bar. I took advantage of the awesome reporting features and created not only a form for people to fill out to submit their food order, but a report that tracked the exact total of each item that the juice bar needed to make. I provided them with direct access to the reports with the totals for each day and they delivered the food. It worked really well.

Forms as rite of passage

EVERYONE uses Wufoo here. Haha…But seriously. Everyone. From every teacher, desk staff, volunteer cleaner to client. It’s almost like a rite of passage to Savasana at MYH. I’m a big believer that good systems lead to a relaxed environment. I used to worry that things like systems and checklists would make the studio seem ‘corporate’, but now I realize that that is what makes the studio feel so good. Staff and teachers have the ability to be really calm, present and engaged with clients when they’re not feeling frantic over figuring out what to do and how to do it. Having information and clear steps at their fingertips also helps to ensure that everything gets done that the studio needs to look, feel and operate at its best.

Don’t forget to Zapify!

I’m appreciative that this business exists, that it’s affordable and that it has the same fun and silly vibe that we have at the studio. It shows me that offering a great service doesn’t necessarily mean that it’s dry and corporate, or come at the cost of the vibe. I mean, how can anything be super ‘corporate’ when the profile avatars look like they do and when you go to login and it says “RAWRR”. Even the bottom of this form says “Zapify!!” when it could just say “submit”. Man, I love you guys.

Amy—we feel the love too, right back at ya. And namaste, everyone.

For more information on Moksha Yoga Hamilton, please visit their super chill site here.


Forms in Action on Campus: How John Carroll University Uses Wufoo

By Kayte Korwitts · March 4th, 2015

It’s no surprise that we love you, dear customers and form fans. Yep, that’s right: L-O-V-E. And we really love the opportunity to showcase the important work that you do.

We’re here to make your lives easier and the more we get to learn about all of the different ways that Wufoo can be used, the more we get to do just that.

So we want you to have your blog moment in the sun. Have an awesome use case of your own you’d like to share with our readers? Fill out our form here and we’ll reach out.

Now back to our regular programming. Let’s put our school pants on, shall we? Please welcome Mike Richwalsky, Executive Director of John Carroll University. JCU is a private, coed, Jesuit Catholic university in Ohio. Mike’s here to share how JCU uses Wufoo on their campus.

Take it away, Mike!

I first came across Wufoo at my previous institution and fell in love with the features and their awesome support. I’m now at John Carroll University and we use Wufoo for just about every area on campus. From fundraising, to event registration, to surveys…you name it, we do it.

Here’s an example of just one of our forms in action.

One of the biggest advantages for us is how easy the form-building system is to use. Because of the simplicity, we’ve given accounts to our campus users and basically sent them off on their own to build, build, build their own forms. Our employees have also used the Wufoo embed feature where they can copy/paste their forms directly into their websites. This ability cuts down on the amount of forms that need to be made and reduces our own support calls. Great stuff!

The API is awesome and we’re in there quite a lot. And, in the spirit of customer feedback, we offer this suggestion up for you Wufoo wizards—we have a LOT of forms that we create and sometimes the initial loading/searching abilities can take a little time to catch up.

For you readers out there looking for ways to utilize Wufoo on their campus, let me know in the Comments below. Pretty much every department from JCU’s Athletics, Admissions, Academics, (on a roll with the A’s), Marketing and Student Life has a Wufoo form in action. We’re 3+ years in and counting and would love to hear about how you use forms on your campus.

Same here! Don’t forget to submit your own story into our interview form and visit John Carroll University’s webpage for more information.


How to Set Up an Out of Office System at Work (Your Colleagues Will Thank You)

By Michael Lim · February 25th, 2015

Guess what? We’re all human. Yep, and we working humans need to sometimes take sick days or need a personal day or even (gasp) take a vacation! And since it’s important to be a team player at work, letting your colleagues and the boss know when you’re out is key.

Say hello to your Out of Office email notification. Even better news? Wufoo can help you create a powerful and communicative Out of Office system so you can keep everyone informed of when you’ll be out and your coworkers too. So let’s walk through some of the basics, and maybe even cover a few more advanced options.

Ready? Let’s get started.

The first thing to do is consider what sort of information you’ll need to collect. At a bare minimum you’ll want to record who is going to be out, and when they’ll be back. You can go further and ask for some additional details like why they’ll be out (Vacation, Sick day, etc), but the specifics will depend on your particular situation. For now, we’ll keep it simple:

Now that we’ve got that all set, let’s move on to Notifications. Having an Out of Office calendar doesn’t do much good if no one knows about the requests, so we’ll want to add a Notification email to let the requestor’s supervisor and team know that they’re going to be gone. This is done through the Notification Settings menu, by clicking the aptly named “Notifications” button under your form:

In this example, we’re just dealing with a small team, so we can list out everyone’s email address separately, but if you’re dealing with a larger group you might want up to set up a mailing list alias for your team. That way you can just add the single address, and have your mail system automatically send a copy to each individual. This has the added benefit of not requiring any modifications if your team changes personnel. Just update the mailing list and you’re good to go, no need to edit your Notification Settings.

And there you have it! A simple, easy Out of Office system for keeping everyone on your team on the same page. That’s really all you need, but hey, since we’re on a roll, let’s go over a few optional improvements.

Alert! Alert! Bonus How-tos Ahead

Google Calendar: If you want to track all your Out of Office requests in a single online calendar, you might be interested in our integration with Zapier. Zapier connects Wufoo to dozens of other apps, including things like Google Calendar, and can allow you to do things like create new events on a calendar.

Sound cool to you? Check these out:

Zapier Integration and Wufoo and Google Calendar

Dynamic form: The form we built above is pretty basic, but with a few more minutes we can take things to the next level. Using Field Rules to dynamically hide and show fields only when they’re necessary will allow you to have to have the benefits of a longer, more complex form, while still keeping things as simple as possible. For example, maybe you only need to collect an emergency contact email if the user will be gone for more than a week

or you want to allow users to upload a copy of a doctor’s note if they’re taking a sick day

You can even use Field Rules to set up some basic restrictions on dates, such as requiring all requests to be at least a week in the future:

This is done similar to setting up an “age gate,” that you can see here.

You can find more examples of how you can use Field Rules here and in this Back to Basics blog.

And there you go, intrepid humans! We hope this how-to on setting up an Out of Office system makes you beloved even more than you already are amongst your coworkers and colleagues.

Questions for Michael? Let him know below!


CSS Tips ‘n Tricks Series: The Sequel

By Kane Stanley · February 6th, 2015

A few weeks ago, we started a brand new CSS series by teaching you how to create your own CSS stylesheet and add that to your Wufoo form. Today we’re going to stay simple and learn how to change parts of your form when you hover over them. This is done through a really easy selector:

:hover

The :hover selector is an absolutely simple and brilliant way to liven up your form. The most common use for the :hover selector is on hyperlinks. You know when you hover over a link and suddenly it’s a different color and underlined? That’s the :hover selector at work. We’re going to use the form and stylesheet from our previous post to show a couple of examples of the :hover selector at work. Let’s get started.

Remember the simple CSS we used last time to change the border color, width and radius through CSS? Let’s use that same image and change the border color when the user hovers over the image. Here’s what it’ll look like with the CSS from last time with it:

Where you see img:hover is where we change the border color. Now, if you hover over an image in your form the border color will change #261E1E. That’s black to you and me. Let’s check out a before and after shot:

As you can see when you hover over that image, it changes from burgundy to black. That’s about as sweet as the shark tattoo in the image! It’s a subtle, but great way to make your form interactive and a bit more fun to fill out. Ready for another example?

Let’s say you have a multiple choice field and you have images as your options in the field. You could make those images appear transparent at first and become more visible when you hover over the image. It’s also very simple to do. The class for the multiple choice selections is .choice. All you need to do is make those images transparent by default and then pull them into full view when one selection is picked. That can be done with opacity.

We want to make the images to be at least slightly visible at first so an opacity of 0.5 should suffice. We’ve then added :hover to that class to show the full image when the user hovers over the choice. How will the finished product look?

Want to see the form in action? Well, naturally. Check out our video snack below and stay tuned for more ways to improve your form through CSS!

Have more CSS questions? Leave them for Kane our CSS guru down below—we check daily!


Stop! No More Manual CRM Data Entry Thanks to Nutshell and Wufoo Integration

By Ahmad Aggour · February 4th, 2015

In a nutshell (sorry, can’t resist!), we love integrations here at Wufoo. Getting to partner with other fantastic companies and services to bring you the best in online form-building is why we come to work with big ole grins on our faces. So allow us to introduce you to our latest partnership with the small business CRM, Nutshell. And give a back-slapping, high-five Wufoo welcome to Ahmad Aggour of Nutshell as he takes you through the paces of this sweet integration!

Take it away, Ahmad!

Nobody (that we know of, anyway) wakes up in the morning thinking to themselves: “I can’t wait to manually input a bunch of information into my CRM today!” In fact, data entry is oftentimes one of the reasons why CRM adoption rates might be less than satisfactory.

Well, thanks to our partnership with Wufoo, you can eliminate the need to manually enter form data in your CRM. That means you can spend more time doing what matters—nurturing those relationships and closing sales!

Nutshell is the powerfully simple CRM that combines consumer-level design with practical business functionality. The result? A tool that enables growth and sets your business up for success. Your sales teams will be tracking and nurturing each and every opportunity, without letting any fall through the cracks. Your customer service team will be able to better manage the relationships you have with your customers.

With Nutshell + Wufoo, you’ll be able to:

  • Create new accounts in Nutshell based on Wufoo form data.
  • Automatically add tags to form data in Nutshell.
  • Collect more robust data in Nutshell.
  • To Use This Integration

    1. Create an account with Wufoo and with Nutshell. You can start your 14-day free trial of Nutshell here.
    2. Create a form in Wufoo with the information that you want to capture and store in Nutshell.
    3. Set up your Nutshell account to integrate with Wufoo using WebHooks. You can use these easy-to-follow instructions, or you can watch the short video that walks you through the easy process.

    That’s all folks. Now you can enjoy all the extra time you have now that you’ll no longer be doing all of that tedious manual data entry!

    Ahmad Aggour is the Marketing Strategist at Nutshell—questions/comments for him? Leave ‘em in the Comments section below.


    Tweet! Tweet! How to Tweet Your Form with Wufoo

    By Zachary Ralson · January 29th, 2015

    Hey there, Form Builders and lovers of all things social—media that is! Recently we revamped (and re-revamped) our Share Page, our one-stop page where you can explore all of the different ways to distribute your forms—including embedding it into that fancy pants website of yours. And don’t worry, we’re keeping this tip short ‘n sweet—all the more time you’ll get to spend on form-building.

    So, let’s get social. Behold the “Share On Twitter” section of this mighty Share Page of ours:

    With a single click on the “Tweet” button, you’ll be able to share your form out into the Twittersphere via hyperlink. Clicking the Tweet button will then open Twitter in a new window where you can log in and tweet the populated form link:

    The first time you send a tweet from one of your forms, you’ll be prompted to enter your email or username and password. Once you’ve logged in you’ll be able to tweet all the tweets.

    When you think about it, Twitter and Wufoo make a great match—it’s a simple and effective way to get those forms out to a fresh audience quickly and easily. One quick click and you can be collecting information, from demographics to sales leads and whatever else you can dream up from your followers.

    And…wait for it—here are a few more examples of that sweet Tweet button in action (cuz why not?):

    And there you have it, form fans. With this nifty feature in your form-building toolbox, your potential for reaching out to current and future customers is that much greater.

    Have more burning questions? Don’t forget to check out our Guides page and get ready to get enlightened on all things form-building and more!


    3 Tips for Optimizing Your Wufoo-CRM Integration

    By Mike McNulty · January 23rd, 2015

    Heads-up, form fans! Give a warm welcome to our honored guest blogger, Mr. Mike McNulty of Solve CRM. Sound familiar? Good, because we’ve blogged about these CRM all-stars before and when Mike asked if he could share some pro tips with all of you on how to maximize that sweet CRM potential of yours? Well, what do you think we said?

    Get ready for some CRM wisdom, people. Take it away, Mike.

    If you’re running a business website, you’ve probably got an online contact form embedded into your site so visitors can submit inquiries, sign up for your newsletter, request a demo, or get in touch with you for just about anything else.

    And it’s likely that you use a CRM (Customer Relationship Management) system to store the customer (and potential customer) data you collect. But how do you get the customer info you’re collecting via your website forms and the data you’re collecting from other landing pages and marketing efforts all into one place?

    It’s easy! Your website visitor data can be automatically transferred into your CRM using a Wufoo-CRM integration. (Check out all available integrations here!) And once you’re all integ-ready, there are 3 things you can do to optimize your Wufoo-CRM powerhouse. Ready to learn? Of course you are.

    1. Capture & Categorize

    The #1 rule for optimizing your Wufoo-CRM integration? Be flexible. The more choices you include in your forms, the more comfortable your visitors will feel giving you their information. Plus, it’ll be easier to personalize how you follow up with them. So make sure any form on your website is set up to include the right fields.

    A good place to start is with a dropdown menu. For example, sort your contacts by asking site visitors, “Why are you contacting us today?” And when you ask for email and phone number, ask them to tell you which method of communication they prefer. You can even include a file upload field so existing customers (and potential clients) can submit photos or other documents. That way you’ll contact them, ready to offer feedback, tips, or price estimates.

    In short, your CRM should enable you to capture data using varying form fields—and tag contact records as they arrive, so that your data are given the right context. Websites that collect different information from different types of visitors should consider using separate Wufoo forms with unique fields and tags. With better data and more context, your staff can qualify leads more accurately and make faster decisions.

    2. Automate Next Steps

    Staff love when you make their lives easier, and you love it when there are no cracks for things to fall through. So when you capture a visitor’s data from your website, make sure they get assigned to someone automatically, and that their record is shared with the right people. Any series of tasks that need to be performed should be created and assigned immediately. Perhaps future emails should be scheduled or “Welcome!” phone calls planned. And if there are help desk tickets or emails related to this person, those should all get linked to the contact record as well.

    Many teams need contacts, tasks, and events synced to particular member’s Google Apps accounts. You can also help your clients automatically maintain their profile with you by having your CRM simply update their record as they fill out your Wufoo forms. This helps centralize your client data and prevent duplicate records from weighing you down. With all the meticulous and repetitive work automated your team can focus time and energy on clients.

    3. Take Action

    Here’s where the fun really starts because your team can now begin to leverage your setup, and use your CRM to demonstrate value to your new leads.

    Scheduled emails are being received. Follow up phone calls are being made. Prospects  are being added to marketing campaigns. Projects are being set up and shared while draft invoices are being prepared. Your existing customers and potential clients will think you have an army of staff dedicated to them.

    Every step of the way, updates are being made and shared centrally in your CRM. So when a prospect calls you, you know exactly what they are talking about. Or if the client emails you, you can see their entire history in Gmail, so you’ll know how to respond appropriately, without even jumping back into the CRM.

    Your business should seem like a surprise party for your prospects. Your team should seem like a well choreographed group of friends, welcoming them with a shower of personalized service, delivered with effortless efficiency. Wufoo helps trigger such a party when it’s integrated with a CRM that leverages other best of breed apps: email apps like Google Apps, accounting apps like Xero & Freshbooks, campaign apps like MailChimp & Constant Contact as well as Zendesk for helpdesk and RingCentral for incoming phone calls.

    Remember, online forms and CRMs are helpful on their own, and once they’re connected, they can turn your business into an automated powerhouse.

    For more information on how you can get started with Solve CRM or if you just want to give a “Hey there!” to Mike, click!


    Say Hello to CSS: Introducing New Tips ‘n Tricks Series

    By Kane Stanley · January 7th, 2015

    We all know that you can use the Theme Designer to make your form look absolutely wonderful, attractive, lovely, beautiful, brilliant…and we’ll stop now before we get too carried away. (Too late.) It may be a little less well known, however, that it’s possible to use your own CSS in a theme to fully customize the look and feel of your forms.

    So we’ve already whipped up a nifty blog post that gives details on how to use custom CSS in a Wufoo form. This post is ace and can really help you add custom CSS to a form.

    But for those of you wanting to get down into the real nitty gritty on creating your own CSS style sheet from scratch—this post shall reveal all. Even better, we’re not stopping at just one post either: Say hello to our CSS Tips ‘n Tricks kickoff Series! We’ll be sharing cool CSS how-tos designed to make your form look even more attractive than say, a stunning beach sunset (really).

    In our first installment, we’ll walk you through the steps you need to create a CSS style sheet through Notepad, upload that to Dropbox or Google Drive, and apply it to your form.

    Ready steady? Let’s go.

    1. Create that CSS on Notepad

    Let’s start by creating our actual CSS. Generally when Notepad is mentioned, you might hear people asking why the heck you don’t use Word instead. Well, Notepad, we’re on your side for this one. Open up Notepad and add your CSS. For our first CSS trick, we’re going to keep it really simple. We’ll put some nice curves on all our images in the form and give them a reddish border. That’s going to make all your pictures look mega-cool:

    We’ll check out how that looks later, but for now let’s Save this so we don’t lose it. Click File and Save As. This bit is important so pay attention! You’ll want to save the file with .css at the end of the name. That will make sure your file is saved as a CSS style sheet rather than just a Notepad file. It should look a bit like this:

    Congratulations. You’ve just created your first CSS style sheet. In order to apply that to a theme in Wufoo, you have to host that sheet on the internet somewhere. This can be hosted on your own website or any hosting site that will host your files using https. We’re big Dropbox fans, so let’s go that route first.

    1. Upload your CSS to Dropbox

    Uploading a CSS file to Dropbox is simple. Head over to dropbox.com and log in to your account. Once you’ve done that, click the Upload tab as shown here:

    Once you’ve uploaded the file, find it in your list and hover your mouse over it. A SHARE button should show up. Just give that a click and you should see this:

    We’re really close to having the finished link but there’s just one more thing. If you were to share the link as is, you’d quickly discover that the CSS doesn’t work. That’s because the link ends in dl=0. The details behind that not working are a bit boring so we’ll spare you. Just change the end of your link to dl=1. Once you’ve done that, you’re all sorted. Add that link to the custom CSS section within your theme designer and your CSS will show up in the form.

    3. Upload your CSS to Google Drive

    Some people prefer to use Google Drive over Dropbox and that’s completely cool. There are a few more steps needed with Google Drive, but it’s still pretty easy to upload your CSS to Google Drive. First you’ll want to log in to Google Drive and create a public folder. Once you’ve done that, click in your folder and upload your CSS file to the folder.

    Just like with Dropbox, you still have to get the correct link to use with Wufoo. To do that, click the Information button in the top right corner of your page. Make sure that you click Details and that your sharing is set to Public on the web. Once you’ve done all of that, you should see the Hosting link. That’s the link you need to add to your theme. Here’s a visible step-by-step:

    4. Add the link to your theme and enjoy

    This is the easy bit. Just add that link to your theme via the Theme Designer and apply your theme to your form from the Form Manager. Let’s have a look at our finished product.

    Check out those sweet curved edges and cool reddish border, eh?

    So we wanted to take you through how to create the CSS from the ground up this time and we hope it was insightful. Stay tuned for more CSS tricks to make your form look (and feel) fantastic.

    Questions, comments for our Hails-from-Leeds expert, Kane? Let him know below!


    Your Top 3 Support Questions Answered

    By Emilie Sanchez · January 5th, 2015

    Happy New Year, Wu-friends, Emilie from Support here! It’s a new year which means you get a new start. But 2014 isn’t too far behind us just yet. And so in the spirit of bringing what we’ve learned from the past into our form future—we’re here to share the top 3 support questions that you, dear customers and form ninjas, have asked us about in the last year.

    If you take these 3 tips—along with Michael’s handy 3 common pitfalls to avoid blog—into the new year with you as you create those fab forms of yours? Well, then we guarantee you’ll be set for genuine form success in 2015.

    Let’s get it going, shall we?

    1. Help! How do I reset entry IDs?

    Since you’re a savvy form builder, you know to submit a few test entries to your Contact Me forms before it goes live. The form performs just how you want it to, so now you can delete those five test entries. After you do, the first entry in the Entry Manager is numbered 6, not 1—even though it’s currently the first entry in the list.

    No matter which entries are deleted from your account (and when) the entry ID associated with each entry in the form will remain the same. This ID number is hard-coded into our database, so there isn’t any way to update it. Being aware of this will help you keep track of all the submissions your forms have historically received.

    What’s the work-around if you need to start numbering entries from scratch again? Duplicate the form and collect real entries through the duplicate. When you duplicate a form, none of the entries are carried over, so any new entries collected there will start at 1 again.

    2. Argh! Having SSL issues. What can I do?

    We’ve enabled SSL security by default for all forms free and paid. So this means that the data submitted will always be secure, whether you’re sending out the direct form links or embedding them in your site with the code we provide you.

    However, SSL encryption can cause a conflict with CSS-hosted themes, which many of you have written in to us about. If you’re hosting your form theme with a custom CSS file, make sure that the CSS file is loading over SSL as well. There are several great sites that generate SSL URLS for free, like Dropbox or Google Drive.

    We can tell the example theme below is SSL-encrypted, due to the https:// in the hosted file URL:

    Is your CSS styling not showing in the live form? Here’s how to resolve the issue:

    • Host the CSS file somewhere else, where it is encrypted.
    • If you prefer to avoid all SSL browser conflicts, you can remove SSL from both the hosted CSS file, and your form. Click here for instructions on how to disable SSL on your form.

    3. Show me the way of templating, please!

    Aaah, Templating. One of the most powerful and useful tools in the Wufoo bag o’ tricks can sometimes be tricky to get the hang of. And for those of you out there not already familiar, this feature lets you pull form data into the confirmation message and email, and notification email. Translation: The people who submit an entry will receive a personalized confirmation email/message including their name, email address, or any other information they inputted to specific fields! Or simply—when new entries come in, your colleagues can see the Entry ID, date it was submitted, or even the total amount paid, all at a glance in the subject line of the notification email.

    Templating has two components:

    →The Template tag →The Parameter

    The template tag is what tells the system to pull either field or entry data. The parameter tells the system specifically where to pull that data from. Let’s see how this works using my Contact Me form as an example: I want the Confirmation Message to show the date the user selected.

    First, navigate to the Confirmation Options section of the Form Settings tab. Below the confirmation message text box, click Templating Options.

    The API Information page will open. Take the ID number of the field that you want to draw data from, and note that this doesn’t always correspond with the order that fields appear in the form. In this case it does: The Date field is also API ID 1.

    Head back to the Form Settings tab. The template tag for pulling field data is: {entry:Field#}

    Combine this with the parameter: The API ID number. Replace # with 1, and place this tag where you want the date to appear in the message. So when you’re all finished, this is what the Confirmation Message will look like from your end:

    But after submitting an entry, the users get the personalized message:

    Awesome, right? For those of you who’d like a more detailed Templating walk-through, check out Aubri’s great blog.

    Thanks for reading and as always, please feel free to leave any comments, questions, or suggestions below. Form on, friends!


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      The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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