The Wufoo Blog

The Dos and Don’ts of Form Fields

By Jen Bjers · July 8th, 2014

Hey there, form fans! We’re back again to share more form-building best practices with you—the Dos and Don’ts of form design if you will. Today, I’ll go over the Dos and Don’ts of the fantastic Form Field. Being the forward thinker that you are, intuitive form design is clutch for a positive user experience, but the types of fields you use to collect that data is crucial when it comes to reporting and compiling that information down the road.

Recently, Johan shared 3 Things You Definitely Should NOT Do On Your Forms. I’ll expand on that by highlighting some best practices when choosing field types to collect your data. This guide will cover a handful of Standard and Fancy Pants field types along with tidbits of insight on Field and Form Settings.

Ready? Let’s do this.

I’ve created a form to collect registration information for this summer’s Dino Camp for kids (aka Jr. Archaeologists). This form uses various field types in a way that negatively impacts the user experience as well as potentially skews your data on the backend.

Click on the images below and check out the pointers called out in the field examples:

A few additional resources to help build excellent online forms:

Using Section Breaks to Make Your Forms Easier to Fill Out!

Dynamic Fields for Allowing More than One Camper to Signup per Form

The Science Behind Field Label Placement and Why Top Aligned is Suggested

How to Accept a Terms of Service Agreement

Additional questions for Jen? You know where to go, dear readers.


Back to Basics: How to Search and Export in the Entry Manager

By Zachary Ralson · July 3rd, 2014

Welcome back to another Back to Basics, form fans! So you’ve built that spiffy form of yours (congrats) and now you’re watching all those entries come rolling in (awesome). And rolling in. And rolling in. Sometimes it can feel a little overwhelming to go through all of those submissions and having to wade through the Entry Manager to get the perfect view of the results you’re looking for. If you have 60 results (or even 6 or 600) and you want to get some of them to your friends and colleagues for review, it can be tough to sort through them all to make sure the right data gets to the right place. Fortunately, the Entry Manager’s versatile functionality allows you to filter and export your results so you can make the most of all those form submissions.

The Search Bar

First, let’s look at the Search bar. Much like the legendary Sasquatch, despite its power this feature spends most of its time in hiding. If you click into the bar itself you’re able to search all of your entries for whatever information you’re looking for. But trust us, the search bar is so much more than that.

If you click the magnifying glass icon to the left, the filter options will appear above the entries. You’re able to add filter criteria to limit the Entry Manager display. Most of the time this process is pretty straightforward. Say you wanted to find a list of all Canadian customers with government mailing addresses…You can apply a filter to “Display entries that meet all of the following conditions” add “Country contains Canada” and “Email contains @government.ca” filters to the manager. You’re then able to base filters on any of the fields in your form and use the following conditions:

• Contains • Does not contain • Begins with • Ends with • Is equal to • Is not equal to

There are a few situations where the filter criteria isn’t as simple as the above examples. For example, if you’re filtering by the number of stars provided in a Rating field, you’ll need to use a numeral to represent the number of stars. If you’re sorting by a checkbox option, you’ll need to use the label of the checkbox to successfully filter things. What do we mean exactly? Say the checkbox is labeled, “Yes, I would like to attend your event” and you’d like to find everyone who checked it, you’ll need to say, ‘Yes, I would like to attend your event’ is equal to ‘Yes, I would like to attend your event.’”. If the checkbox is selected then the answer is the same as the label.

Bulk Actions

Now that you’ve limited your search to only your Canadian customers, you want to export those results so you can email them to that naysayer who said you’d never make it big in Toronto (pfft). You can do this by using the Bulk Actions button, conveniently located to the left of the search bar! On the right side of the entry display the Export and Delete buttons will appear.

The Export button allows you to export all entries that are currently displaying in the Entry Manager. If you have no filters applied, this will export all of your entries, if you do have filters applied, only the specified entries will be exported. You’ll have three different format options, as well: Excel (.xls), text (.txt), and Commas (.csv).

The Delete Button is in the same Bulk Actions window as the export button, but it’s key not to mix these up. It operates under the same rules as the Export button—it will only delete those entries that are visible. Need to get rid of any unpaid entries? Go ahead and use the filter to sort them out and just hit Delete.

There you have it, dear form fans. We hope that overwhelming feeling has disappeared into thin air and don’t be shy—let us know if you have questions below!


Customer Spotlight: How Couch Fest Films Uses Wufoo To Run Their Film Festival

By Craig Downing · June 16th, 2014

Like the rest of the natural world, we really dig the movies. Movies in any genre, size, shape or form—all totally cool with us. So when we came across Seattle-based Couch Fest Films and learned how Wufoo’s helping to support their grassroots efforts in distributing independent films, we knew this form story had to be shared. Ready for some action? Craig Downing, the director of Couch Fest Films is here to give you the behind-the-scenes lowdown.

We’re rolling!

We are Couch Fest Films—a shorts film festival held in strangers’ houses all over the world, all on the same day! I’m the director of this scrappy film festival. Initially, we started the festival in order to help people in Seattle open their doors (metaphorically of course) to one other. We’re proud to offer this awkwardly awesome film experience for film lovers all around the world :)

Simply put, we’re using Wufoo to prevent us from going crazy. Fact. Before Wufoo, we had paper applications from filmmakers, notes and random bits of paper unfurling off shelves and spilling out of our pockets. We desperately needed a clean and efficient way to manage the many applications we were receiving. In fact, we use Wufoo for most interactions with our community. Wufoo helps us actually look organized as we collect film submissions, host applications, job applications, press inquiries and press accreditation applications. 



There are many reasons we chose to use Wufoo. We liked that the form lives within the ecosystem of our webpage. As a team, we fought for months designing our page. After having passionate debates over whether a page margin should be 1 pixel or 2 pixels, it would’ve been such a heartbreak to have our users leave our site when using a form. So, we were relieved when we saw that Wufoo had the option of embedding a form right into our website. Users stay within the ecosystem of our website for the entire process even when making payments. Yes! 



We also loved the form logic option for our forms. Having form logic, dynamically changed the options the user is seeing on the page so that they’re only shown relevant questions and not bogged down with questions that don’t pertain to their submission. Genius!

All of our internal teams are using Wufoo as we collect info. Our film team is able to collect all the information needed from filmmakers submitting their work for the chance to play worldwide. The outreach team uses Wufoo for those interested in hosting films in their community. HR accepts job and intern applications thanks to Wufoo. And the marketing department can quickly and easily accept press accreditation applications. We’d be crippled without the ability to easily collect info and payments internationally for our film festival.

Many times our team is sneaking around film festivals looking for the very best films to showcase. So, it’s rare that we operate as a traditional office. Typically, we kind of squat cafes around the world managing our festival. Wufoo allows us to decentralize our office. We can manage submissions online no matter where we are at in the world.

In addition, it makes it easier for us to receive international submissions since they can submit online bypassing any shipping fees. In fact, when we were invited to Iceland, Wufoo allowed us to operate with this change without any hiccups.
 We’re also really excited that because of Wufoo’s flexibility, we’re the first film festival in the world to be able to accept Bitcoins for film submission fees. This would’ve been impossible for us without Wufoo. Fact.

To be honest, there are so many experiences to think of. When we first discovered Wufoo, we annoyed our friends and roommates pining about the service. It was so refreshing to find a product that clearly was being used by the same people who designed it. How could we tell? Because of the details. Everything was so seamless. We noticed the interface, the endless options, the colors, the human customer service and the little funny notes built into the instructions. It’s been such a pleasure interfacing with Wufoo and it’s so evident how committed the developers are to Wufoo.

Overall, for us, it was as if Wufoo time traveled into the future, figured out exactly how we would use forms, came back from the future and then built this tool for us. You won’t be able to convince us otherwise. I know we’re gushing here but we had tried so many other options that were just okay and we felt like these other tools had been built and then abandoned by their developers. Wufoo is always adapting with the dynamically changing needs of the Interne and this attention to detail and commitment to innovation does not go unnoticed with the entire team at Couch Fest.

Here’s an e-chestbump to Wufoo for all the amazing support you’ve provided us. Totes!

Are you a budding filmmaker and interested in learning more about those awesome chest-bumbers over at Couch Fest Films? Check ‘em out here.


Back To Basics: Wufoo Integrations

By Johan Lieu · June 13th, 2014

It’s time for another edition of our Back To Basics series. In this edition, we’re going to take a look at Wufoo’s integrations with other applications and web sites and show how they can save you time, make your life easier, and make your Wufoo forms powerful and extensible.

As always, our Back To Basics series is aimed at newer Wufoo customers and users who might not yet be familiar with the wealth of features Wufoo offers. It might be too simplistic for some Wufoo Vets but I bet if you stick around, you might learn something new that you can do with Wufoo. And if not, you might be able to share your experiences with other Wufoo users and help make everyone’s life that much better. Either way, onward!

What Are Integrations?

If you’re not familiar with the idea of integrations, here’s your crash course. Integrations are features Wufoo and other sites have built that allow you to extend the functionality of your Wufoo account and forms.

Most Wufoo integrations work by connecting your Wufoo account or form to a 3rd party application or web site. After connecting, new entries submitted to your Wufoo forms will be automatically sent over to the 3rd party app or web site where the entry can be parsed, processed, and used for a bunch of purposes.

Got it? Good. Now let’s go through the types of integrations Wufoo offers.

Real Time Notification Integrations

Real time notification integrations are the types of integrations that I described before. When a new entry is submitted to one of your forms, the data for your entry is automatically and immediately sent over to the integration partner.

A great example of a real time notification integration is Wufoo’s integration with MailChimp. Say you have a Mailing List sign up form on your site and whenever someone signs up, you want their contact information to be automatically added into MailChimp so that you can easily email them.

Using the MailChimp integration, you can connect your form to your MailChimp account, and whenever a new entry is submitted to your form, their contact information is automatically and immediately added to your MailChimp mailing list. No more having to copy and paste data and information from Wufoo to another site.

Sounds awesome, right? It gets even better because Wufoo has 32 real time notification partners from Asana, to Salesforce, all the way down to Z with a Zapier integration.

Think that’s all? Wrong. There’s more!

Payment Integrations

If you’re looking to accept payments through your Wufoo forms, you’re in luck. Wufoo offers integrations with seven payment servicesStripe, PayPal, Braintree, Authorize.Net, Chargify, USA ePay, and FreshBooks—so you’ll be able to accept online payments with your preferred payment service.

I won’t go into too much detail about our payments integrations here other than they’re ridiculously easy to setup and your business can easily start accepting payments online. You can find more info about each payment service by visiting our Payments Integration information page. If you’re interested in a deeper dive into each of the payment services, our very own Aubriane Taylor walked through each service in a payments blog post and helps you choose the best service based on your needs and their features.

3rd Party Application Integrations

These next set of integrations are our 3rd party application integrations. These integrations believe in the value of Wufoo so much that they’ve incorporated access to our features and the data collected by your Wufoo forms on their side of the fence.

These integrations easily allow you to embed your Wufoo forms into their apps or sites (like adding your Wufoo mailing list form to your site with website creators such as Squarespace, Wix, Strikingly, Yola, or Spacecraft), or adding a Wufoo form to your Facebook page). These integrations allow you to add your Wufoo goodness to their apps and web sites and make enhance the features of apps you use.

Mobile Application Integrations

If you’re on the go, these mobile application integrations allow you to take your Wufoo data with you. These integrations allow you to use your mobile phone or tablet to accept entries to your Wufoo forms (like with Entries) , or to create mobile optimized web sites and add Wufoo to them (like with Mojaba). Just really cool integrations with mobile in mind.

Content Management System Integrations

If you use WordPress, Drupal, Confluence, or other content management systems to run your site and business and you’d like to add some Wufoo goodness, you’re in the right place. Wufoo offers several integrations for content management systems and allow you to seamlessly add your Wufoo forms into your CMS and accept entries and submissions from your users and customers right within your CMS driven site.


With all of these Wufoo integrations, you can truly extend and enhance the functionality of your Wufoo account and forms. There are so many integrations and so many use cases and work flows that it would be impossible to cover them all in one blog post. You can read more about all of Wufoo’s integrations to find the right one for you and your work flow.

If you use one of Wufoo’s integrations in a cool or novel way, share it in the comments and let your fellow readers know!


We’ve Added Nearly 200 New Templates to the Wufoo Form Template Gallery!

By Johan Lieu · June 4th, 2014

To help you, our wonderful Wufoo customers, save even more time and get back to doing what you do best we’ve added nearly 200 brand new and high quality form templates to our template form gallery. That means that we now have more than 350 form templates for you to use to save time and get a jump start on your data collection.

We’ve got everything from a Team Performance form to help you get started with employee and team reviews, to a Membership form to help clubs, groups, and companies start receiving membership applications.

We have a boat load of registration forms like our nifty Neighborhood Events form to help you throw events and build a community in your neighborhood, and even a Family Reunion Registration form to help get the whole family back together again.

If you’re using Wufoo forms to run your business, make sure to not miss our Lead Generation forms like our Business to Business form that lets your potential business customers the ability to let you know what they are looking for. And don’t miss our Survey forms like our Market Research survey form, designed to get you a jump start on collecting quality information about your customers. Ready to make your company, product, and service even more awesome? Yeah, we thought so.

No matter what kind of form you’re looking to create with Wufoo, we’re pretty sure you’ll be able to find it in our template form gallery. You can also use one that’s similar to what you want and customize it, saving you lots of time in creating your form so you can start receiving useful data that much more quickly.

Missing a form that you’re sure others would like to use too? Let us know in the comments!


How to Make Those Forms of Yours Personal with Templating

By Aubriane Taylor · June 3rd, 2014

Ready to get personal? With those online forms of yours, that is. Good, because we’re amped to show you the ins and outs of our groovy Templating feature so that you can make your forms more personal in a (sometimes) impersonal digital world. So Templating…What are we talking about exactly?

Let’s go back to the world of event planning and RSVPs, shall we? Say you’re following the advice of our fellow tips blogger, Kane, when planning that wedding extravaganza. You’re using Wufoo to rush along the invite process so you can dish out that delish free food. Being the planning pro that you are, you want to confirm your guests’ RSVPs with a message that includes what meal John or Sally chose, which inbox to check for the confirmation email, and (just for the fun of it) their specific ID number.

We’ll use Templating to make all of this happen! Seriously—it’s fast, easy and fun.

Okay…but how?

First: the form. We’ll follow Johan’s guidance, and set up the entire form first. A few fields to ask who they are, if they’re coming, their preferred menu, and if they’ll bring a plus one:

We’ve set up a few field rules so that we can dynamically show follow-up fields based on the user’s response. What’s a Wufoo form without some Wufoo magic?

Now, here’s the really fun part. We’re going to set up a confirmation page specific to each user’s RSVP, which includes all of the details they just typed in.

1. Find your Field IDs

There are a couple of links that will always pop up when you set up your confirmation options—whether it’s a redirect, a confirmation email, a notification email, whatever. The two links you’ll see are known as Templating Options, and Template Tags (aka API Settings):

Templating Options will take you to our Help page on the templating feature, and Template Tags will take you to the “key” for the field identifiers in your form. Now, here’s the key for the form we just created:

In your case, we’ll want to use our friend’s first name (field 1), their email address (field 5), and their chosen menu (field 6). We’ll also use the entry ID, since we want the user to know their place in the list.

2. Plug in your Template Tags

When you’re putting together your templated text, the default format for a template tag is {entry:Field#}, where “#” is the number of the field I want populated. This changes a bit for “system fields” like the entry ID, but still the same idea: {entry:EntryId}. The tags are case-specific, so make sure you type it exactly as it appears!

Here’s the code you’ll use:

Awesome, {entry:Field1}!! We are so excited to see you on our special day. We’re sending the full details to {entry:Field5} as we speak.

We’ll see you July 20th—-come ready to eat {entry:Field6}, show off your epic dance moves, and make totally merry with us.

PS. You’re #{entry:EntryId} on the guest list.

3. Sit back and watch the magic happen

Here’s the confirmation page I see after I RSVP:

And that’s all there is to it. Each new user to fill out your form will see a confirmation page tailored specifically to them—spooky fun, right?

You can also follow the same concept in confirmation emails, form rules, notifications of new entries, or (to a limited degree) redirects to another site. Outside the world of the hallowed RSVPs, just think of all the other possibilities—order numbers, event registrations, mad libs for your friends…we could go on and on.

I’ll be keeping a hawk’s eye on the comments below for brainstorming of cool ways to use templating in your form. Feel free to drop any questions you might have below!


Back To Basics: The Amazing Activity Log

By Johan Lieu · May 29th, 2014

In this edition of our Back To Basics series, we’re going to take a quick look at an under appreciated Wufoo feature, the Activity Log. As always, the Back to Basic series is geared toward newer Wufoo customers who might not yet be familiar with the wide variety and breadth of Wufoo features. If you’re a Wufoo Vet, this might be a bit too basic for you, but if you do stick around, I bet you’ll still be able to learn a thing or three!

If you’ve ever wondered or needed to remember what exactly you did in your Wufoo account, the Activity Log is your friend. To access the Activity Log, simply head to your Account page and click the button in the top right labeled, “Activity Log”. This’ll take you to a page that looks suspiciously like a log of all of your account’s activity that runs in reverse chronological order, which is exactly what it is!

From this page you’ll be able to view all of the activity that has occurred in your account for the past 45 days. This log is super powerful and useful especially if you have many sub-users on your account (which we talked about creating in our last Back To Basics post about User Management). From within the Activity Logs, you’ll be able to view information about:

  • Forms: You’ll be able to see what users created, edited, or deleted forms from your account and when they did so. You’ll also be able to see when themes are changed for a form or when a form has become inactive.
  • Entries: Rather than overload the Activity Log with each entry submitted, you can view when your entries are edited or deleted.
  • Reports: You’ll be able to see when reports are created, edited, or deleted and by what users. You’ll also be able to keep track of when passwords are turned on and off for reports.
  • Themes: You’ll be able to see when themes are created, edited, or deleted as well as who did it.
  • User Activity: You’ll be able to find out when a user logs in or out of your account.
  • Account Activity: We keep track of whenever your account upgrades, downgrades its subscription plan, and whenever you change your billing information.

As you can see, the Activity Log is your go-to tool whenever you need to remember when you did something related to your Wufoo account, or when you’re trying to figure who’s responsible for that really ugly theme (not me!) and when they did it. It’s great for troubleshooting changes to your forms and it’s also especially handy when you have many users on your account.

Need more information about the Activity Log? View our help documentation about it here. If you’ve got other nifty tips or tricks when using the Activity Log, feel free to share it with the rest of the Wufoo community below!


How to Stay on Top of Leads with ClinchPad and Wufoo

By Cheenu Madan · May 21st, 2014

We’re going to make an educated guess here—keeping your business thriving is probably a top priority, right? Well, collecting sales leads using your Wufoo form is just the first step to make sure you stay #1.

Next? Follow up and convert the prospect into a customer. Using a sales CRM to keep track of your sales leads can dramatically increase your team’s chances of converting a prospect into a customer. Win-win for everyone!

ClinchPad is a modern CRM system which unlike traditional CRM software focuses on deals rather than contacts. Our main focus is on managing your sales pipeline through an intuitive visual interface. We target small teams looking for simple solutions for managing their business leads over large-scale sales teams.

ClinchPad is free to use for tracking up to 100 leads and our pricing is super economical to boot. Entering data into a CRM system is tedious and often a significant barrier to CRM adoption. ClinchPad eliminates the need to re-enter data captured in Wufoo forms. Instead, you can automatically convert them into leads in ClinchPad.

How to Use This Integration

  1. To get started with integrating Wufoo with ClinchPad, click on Settings from the top menu.

  2. Select Integrations from the left menu.

  3. Scroll down until you find Wufoo and click on Manage Integration.

  4. Click on Integrate New Form. Fill in the Form Name exactly as it appears in Wufoo in the popup that appears. A Wufoo label Name is shown, circled. If you’d like whatever is entered in this Wufoo field to be the Lead Name in ClinchPad, enter the label Name in the Lead Name textbox.

  5. Similarly, do the same for Contacts, Products, Zones and Sources if applicable and select a Pipeline and Stage where the Lead should be created in.

  6. After you create a form, use the highlighted URL and handshake key when you create a Webhook in Wufoo. You can find a guide to creating webhooks in Wufoo here.

Once done, you should see Leads being created in ClinchPad whenever your Wufoo form is submitted. There you have it—clinch that top spot thanks to our sweet integration.

If you run into any problems integrating your Wufoo forms with ClinchPad, we’d be happy to help! Email us support@clinchpad.com

Cheenu Madan is the founder of ClinchPad. When not working on his startup, he’s usually either playing soccer or wolfing down large quantities of pizza.


Get Your Leads in Shape with Agile CRM and Wufoo

By Kayte Korwitts · May 14th, 2014

As a small business owner, you’ll be keeping all your business’s moving parts agile, flexible and strong thanks to our partnership with the integrated sales and marketing powerhouse, Agile CRM. What does this mean for you, dear customer? With our integration, get ready to sell and market with the pro athletes of CRM if you will.

By combining marketing automation with traditional CRM functionality, Agile increases both profits and your business’s health. How? Making life easier for your sales and marketing teams in sharing information, tracking leads and increasing user engagement. A number of Agile CRM’s beta users were already using Wufoo to create powerful, dynamic forms, so developing an integration ranked #1 on Agile CRM’s plugins list. Get ready to…

  • Boost the data you collect from your online forms.
  • Seamlessly push through form submissions right into your Agile contacts.
  • Add tags and automatically track those users’ online activity on your site.
  • Agile then makes it easy to create automated marketing campaigns based on this behavior.

    To Use This Integration

    1. You’ll need a Wufoo account and an Agile CRM account. All of Agile CRM’s plugins and integrations are included for free, even with free accounts.

    2. Next, create some awesome forms in Wufoo. We recommend starting with a lead generation form, as these will automatically create new contacts in Agile after you complete the integration.

    3. Agile CRM uses WebHooks to integrate with Wufoo. Check out basic integration setup instructions online, and just follow the easy steps. Agile also provides detailed setup instructions in a PDF.

    Need a visual? Boom, check it out.

    That’s all there is to it—jumping jacks and push-ups for everyone! Only kidding, you can relax. Big thanks goes out to the entire crew of Agile CRM for making this integration possible.

    Questions, comments? You know where to go.

    If you’re pumped and ready to integrate with Wufoo, click here.


    Introducing Magi Metrics & Wufoo: Importing Data Into Microsoft Excel Made Easy

    By Milo Spencer Harper · May 7th, 2014

    Log into Wufoo > Click on your form > Bulk actions > Export > As Excel (.xls) file > Open in Excel > Select all > Copy > Paste into your spreadsheet.

    Sound familiar? If it does, by all means read on. And even if it doesn’t? Read on anyway—you’ll learn something! If you do find yourself clicking through that flow every day in Wufoo, then pay attention because we have super swell news to share with all of you. Your Excel life just got better. Infinitely better.

    Say hello to our free Excel plugin—Magi Metrics. It automates, simplifies, speeds up and generally makes the process of importing data from Wufoo into Excel a truly awesome experience. Once installed, you’ll have a new tab appear in your Excel ribbon called Magi Metrics. Just click on the Import data button, and then boom—all of your Wufoo data is imported into your Excel spreadsheet. Now that’s what we like to call a truly magical experience, people.

    To Use This Integration

    1. Head on over to Magi Metrics and hit the Signup button.

    2. Once installed, you’ll need to activate the product by using your free license key.

    3. Click the Settings button on the Magi Metrics ribbon. Enter your Wufoo subdomain and API key.

    That’s it. Really. You’re ready to start importing data from Wufoo directly into Excel. Simply select the Wufoo form from the drop-down box and click Import data.

    Don’t worry, need another look? We pulled out this how-to video from our magic hat just for you.

    Visit our Support site for additional how-to videos and don’t hesitate to drop us—or our friends here at Wufoo—a line if you happen to get stuck! Let us know how the magic goes.

    Milo Spencer-Harper is the founder of Magi Metrics.

    And if you’re ready to integrate with Wufoo, just click here to get started.


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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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