The Wufoo Blog

Update: New Redesigned Share Page

By Johan Lieu · December 8th, 2014

When we began the process to redesign the Share page (the artist formerly known as the Code Manager) our main objective was to simplify the user experience and interface for all Wufoo users, both new and experienced alike. Part of that process was to examine all of the sharing methods and see if we could focus down the page to the options that the vast majority of users were using and remove the ones that weren’t.

In short, we messed up.

After we announced the redesign, you guys let us know that the advanced options we removed in the effort to simplify the experience were integral to your workflows and with their removal your Wufoo experience suffered. The discussion was passionate and appreciated and we heard you guys loud and clear. Today, we just released an update to the Share page that returns the advanced features that you’re used to.

Short Link

We’ve added back in the short, easy to read URL as another way to share a link to you form. Instead of the unique identifier for your form as part of the URL, this link contains the title of your form.

As always, if you change the title of your form, all previously shared short links to your form will no longer work and you’ll have to share the new link with the new title.

Advanced Sharing Options

We’ve returned both the iframe embed option as well as the HTML/CSS download file for all users. Some of our more advanced and technical users require these features for their specific implementations of their Wufoo forms and now they are back.

Given that these advanced sharing options usually require a lot of knowledge of each user’s specific environment and implementation, we suggest that the majority of users use the preferred methods of sharing or embedding their forms (permanent link or Javascript embeds) and that only our most technical users use these sharing methods.

What We Learned

Finally, I’d like to talk about what we learned with this latest change to the Share page and how it’ll change our process going forward.

First, no matter what our data says regarding usage or engagement, we’ll strive to make sure that whenever we update Wufoo we make sure that we account for our power users who are taking their Wufoo accounts to the edge and have really technical implementations. We won’t be so heavy handed in simplifying Wufoo to the point that power users are left out in the cold.

Secondly, we’ll do a better job of communicating these changes to you guys. Both more clearly and earlier in the process. We’ll make sure that whenever we do push big changes to Wufoo, you’ll know about it well ahead of time. We’ve always tried our best to do this but it’s something we can and will continue to get better at. You guys deserve it.

Finally, this isn’t something we learned so much as a genuine thanks to the entire Wufoo community who gave us pointed, critical, and totally helpful feedback here on the blog, as well as on that them there social networks like Twitter and Facebook.

We do read every comment, tweet, and post from you guys and welcome all comments and criticism of what we’re doing here. We appreciate frank discussions about how to make Wufoo better and please know that we care a whole lot about making and keeping Wufoo awesome and the best form builder out there. Thanks again for all of your support and if you have any notes, comments, or questions, please let us know below.

Thanks for using Wufoo!


3 Common Error Messages & How to Fix ‘Em

By Joss Unzicker · December 5th, 2014

Season’s Greetings, dear Wufoo-ers! It’s the perfect time of year to heat up a mug of hot cocoa, grab your softest blanket, and snuggle up at your desk for a cozy day of form-building. But don’t get too comfy just yet. Today, we’re going to dive deep into three common error messages that users occasionally run into when getting down to form business. While the following three errors may throw off your form-building groove at first, we’ve got in-under-a-second changes for each one that’ll get you back to building in no time.

Let’s jump right in, shall we?

1. Required Drop Down fields and Default Answer Options

Scenario: You’ve just completed building your form and so far things look great. The time has come to run a test through. When you click the Submit button you’re looped back around with a big red !error! around your required drop down field. “But there’s a legitimate answer there,” you protest.

Chances are that your legitimate answer choice is the default answer option for your field.

Why am I getting this error?! Well, when you make a Drop Down field required, the user must select a choice other than the default answer. When a user selects the default option (the one that is selected when the page loads), Wufoo will consider that as not making a choice and will display the dreaded error.

Fix - You have a couple of options here to clear this up. You can:

    Remove the Required validation from the field settings, since it will submit a choice anyway OR

Add a blank answer first

Add a choice with Choose One as the default answer. That way, the user has to select something other than blank or Choose One to complete the submission.

2. HTML errors and “NaN” in the form builder

Scenario: You’re making the final edits to your form in the form builder and suddenly you realize that you can’t use Wufoo’s awesome drag and drop functionality to rearrange fields on your form. You also see this cryptic NaN message in place of the field number when looking at some of the field settings.

Why am I getting this error?! Both of these “symptoms” indicate that you have an HTML error in the content of one of your field labels. Even the tiniest of errors can make the form builder go a bit loopy. Typically our users run into this when an HTML tag isn’t closed all the way.

Fix: To resolve this, you’ll want to first locate the error in question. You can easily do this by taking the following steps:

  • Open up your Form Builder
  • Click on each of your fields in the form design to open up their field settings. Find the first field with NaN. displayed instead of the field number.
  • Click on the the field directly above that one in the builder. This is likely the field with the HTML error. As mentioned above, typically the issue is the HTML tag being left open.
  • Make edits to the HTML as needed
  • Save Form
  • Once you save you’ll be able to use the drag and drop and those pesky NaN messages will be replaced with the field numbers again.

    3. Exclamation Points in the Rule Builder

    Scenario: You’re getting fancy with a registration form and have decided to use field rules to dynamically SHOW fields depending on the number of registrants the user has. Here is your vision: If the user would like to register 4 people, 4 name fields will display. If you a user would like to register 1 person, 1 name field will display. When you go to save your fabulous rules you get a bunch of glaring yellow exclamation points!

    Why am I getting this error?! Our rule builder can’t SHOW or HIDE the same field in multiple different rules.

    Fix: To patch this up, you’ll want to add multiple conditions to a single rule, by using that grey plus sign next to the first condition.

    Instead of a separate rule for each registration, you’ll want to set it up so that a single rule reads:

    “If how many campers would you like to register?” is 1 OR “If how many campers would you like to register?” is 2 OR “If how many campers would you like to register?” is 3 OR
    “If how many campers would you like to register?” is 4 SHOW 1.) Camper Name

    Whenever you see those exclamation points in the rule builder, you’ll want to ask yourself, “How can I consolidate multiple rules into a single rule with conditions so that there aren’t any conflicts?”

    Using multiple conditions will ensure that your form rules work as intended and will eliminate those big exclamation points when saving/editing in the rule builder.

    There you have it! Hopefully these tricks make some of Wufoo’s more daunting errors more approachable. Of course, if you run into any error messages that you’re unfamiliar with and can’t find info in our docs, feel free to reach out to our support team at any time.


    New Redesigned Share Page Makes It Easier To Share Your Forms

    By Johan Lieu · December 3rd, 2014

    Today we released a new streamlined and redesigned Share page (the artist formerly known as the Code Manager) in the Wufoo Form Manager. We cleaned up a lot of the clutter to make it easier than ever for you to share your form where you users and customers are. Let’s walk through some of the changes and new features:

    Share Is The New Code

    The most obvious change we’ve made is to rename the “Code Manager” to “Share”. We’ve also updated the button on the Form Manager from “Code” to “Share” to make it even clearer how to share your form. This change is a long time coming since Wufoo has offered plenty of ways to share forms that wasn’t just code.

    Cleaned Up Interface

    Previously, the Code Manager was a mess of hidden tabs and it was difficult to figure out what you needed to share your form the way that you wanted to. In the redesign, we did away with a lot of unused features and clutter and removed the tab structure and instead broke out the various methods you can share your form into three parts: links, social sharing, and embedding your form.

    The first section is fairly straightforward. This is the traditional permanent link to your form that will never change, perfect for sharing with colleagues or customers in an IM chat, email, or any other ways you share links.

    The second section is other methods of sharing, primarily on Twitter, Facebook, or email. More about this section below.

    And the final section is where you’ll find the code snippets to embed your Wufoo form on your own site, or even on your WordPress site/blog.

    Social Sharing

    With this update, we’ve also added two new ways to share your form. You can now easily post and share your Wufoo form to your Twitter or Facebook account. No more copying and pasting links and bouncing between tabs!

    To do so, simply click either the button of the social network of your choice and a new window will appear asking you to log in to your Twitter or Facebook account. If you’re already logged in, you’ll see the sharing prompt where you can modify your message before sharing. Click the share button and boom, you’re done! A link to your Wufoo form has been automatically shared to your social network of choice increasing your form’s reach and visibility.


    We’re really happy with how the new Share page looks like and think it makes it a lot easier for you to share your forms with your users and customers. We know it’s a big change so we’d love to hear what you think about the new Share page below.


    Updated 12/8/2014: Based off your overwhelming feedback, we’ve updated the new Share page to include the previously removed Short Link URL to the links section. We’ve also added a new section named Advanced Sharing Methods which includes complete HTML/CSS download of your form and the iframe embed for circumstances where Javascript is unavailable. These last two features are for advanced users and we suggest that the majority of users use the preferred methods of sharing or embedding their forms (permanent link or Javascript embeds). You can read more about these updates in this blog post.


    Two Quick Tips to Optimize Your Time with Wufoo

    By Johan Lieu · December 2nd, 2014

    If you’re anything like us here at Wufoo, as the end of the year approaches, it seems like you’re getting busier and busier and there’s less and less time to get things done. Luckily, you run your business on Wufoo and we’ve got you back. Here’s two quick tips you should do now to save time each and every day.

    Setup Email Notifications

    This is the most important Wufoo tip you’ll ever read. Turn on email notifications and you’ll automatically get an email notification whenever someone submits an entry to your form. I can’t stress this enough and how important it is to help you save time.

    Now instead of worrying whether or not you’re getting any submissions to your form, you can instead rest easy knowing that when a potential customer fills out your form, you’ll instantly know about it and act on it. The email we send you also includes all of the form data so you can easily view the info and decide if you need to act on it right then and there or if it can wait. If you’re using Wufoo to run your business, you know that the slightest delay could cost you a customer and sales. So, please, for me, turn on email notifications for your most important forms. You won’t regret it.

    Integrate Your Form with Other Apps & Websites

    The second best way to save yourself some time and effort is to simply integrate your form with any one of our numerous integrations. Tons and tons of apps and web sites have integrations with Wufoo and help save our customers tons of time every day.

    Have users or customers uploading files (say photos for a quote on painting a room)? You should definitely integrate with Dropbox and have your files automatically sent to Dropbox where they will sync to all of your devices.

    Using a Wufoo form on your web site to receive leads from customers or clients? Make sure you read our blog post about the most popular CRM’s that Wufoo integrates with. Coupled with email notifications, you’ll automatically know when a lead comes in and your CRM will track your entire lifecycle with that customer.

    Have you setup a mailing list sign up form so that your users and customers can get more information about your services or receive updates about deals or sales you’re having? It’s time to integrate that form with any of our email integrations like MailChimp, Campaign Monitor, ActiveCampaign, Sendloop, or INinbox. New email address comes in? It’ll automatically show up at your email integration of choice, ready to be acted on.

    The possibilities are endless. You can combine any number of our integrations with your forms to help you create a powerful and time saving workflow (like a sales lead form that sends your lead information to Salesforce, sends the lead’s email address to MailChimp, and sends any uploaded files to Dropbox). And you’ll also instantly receive an email notification (because you set that up already, right?) when the lead comes in which includes their phone number so you can call them right away.

    By using email notifications and any number of Wufoo’s great and easy to use integrations, you’ll be saving time in, uh, no time. And you can get back to running your business and living your life. Got a tip on how you use Wufoo to save yourself time? Share it below, we’d love to hear about it!


    Save Your Sanity with CRM Integrations

    By Johan Lieu · December 2nd, 2014

    We know that many Wufoo customers use their Wufoo forms to help them save time and run their business as smoothly as possible. You guys do everything from managing mailing lists, creating registration forms, accepting online orders, and capturing leads from potential clients and customers. Another way to help you save even more time (and yes, that oh-so-important sanity!) is to integrate your forms with a CRM. Ever thought about connecting your forms to a CRM? Good, because this blog post’s for you.

    So without further ado, here are three CRM integrations that we’ve integrated with—for good reason, they’re awesome—that you’re going to want to check out and see which one is right for you and your business. And don’t forget, these are just a sampling. We have a ton of other integration partners to choose from too.

    Agile CRM

    agileCRM

    A relative newcomer to Wufoo’s stable of integrations, Agile CRM uses webhooks to connect your Wufoo form to Agile CRM. It’s super easy to setup and they’ve created a really easy to follow and thorough guide to setup your integration. Agile lets you easily push form entries to their system to quickly setup a contact within Agile CRM. You can even pass in tags and other pieces of information you want to track on a per contact basis. And from Agile CRM, you can then integrate with other websites and applications to kick off automated marketing campaigns based off this information.

    Capsule

    Another great CRM that’s popular with other Wufoo users is CapsuleCRM. Capsule also uses webhooks to seamlessly integrate your Wufoo forms with their service. Using CapsuleCRM, you’ll be able to create Wufoo contact forms and have the contacts automatically show up in CapsuleCRM for you to manage. From there, you’ll be able to keep the conversation going with your leads and hopefully turn them into customers!

    Solve CRM

    The final most popular CRM amongst your fellow Wufoo users is Solve. Solve CRM also uses webhooks to setup and integrate your Wufoo forms with their CRM application. Using Solve CRM, you can also push contact’s information from your Wufoo forms to Solve CRM to allow you to manage and cultivate the relationship and conversation between you and potential customers. Solve CRM also has a nice integration with Google Apps as well as many integrations with other services to extend your ability to manage your leads. Plus, they have a great walkthrough video!


    That was a quick (phew!) run-down of some of the most popular CRM integration Wufoo has to offer. And again, remember that there are a ton more CRM integrations that we offer which you can find at our integrations page. If you’ve use one of these CRM integrations, we’d love to know how you use it to make your life easier and save your sanity. Please comment and share it below!


    How to Use Wufoo in the Field: Kiosk Mode

    By Zachary Ralson · November 7th, 2014

    Hey there, Form Builders! Get ready to be enlightened on one of the most frequently asked questions from you, dear customers—“How do I create a form where people can take it over and over again?” Sound familiar? Picture it. Say you’re at a live event like a conference or a concert or even if you’re at a business meeting and need to let people fill out your form repeatedly. If this is you, you’re in luck! By making a few quick changes to your form settings, you can have this sort of “kiosk” set-up using any of your Wufoo forms.

    In short, what we’re going to do here is link the form back to itself to create an endless loop of that form. This is possible on any of our paid plans.

    1. Once you’ve created the form you want to use, navigate over to the Code Manager to find the link to that form. We always recommend using the Short Link URL in case you want to change the name of that form.

    2. Copy that URL and head back to the Edit screen for your form.

    3. Place the URL in the Redirect to Website field in the Form Settings. This will link the form back onto itself. Every time a person hits the Submit button at the end of the form it will reset and load up a blank form ready to receive another entry.

    Pretty nifty, eh? This will even let you utilize any other features you want on the form, so it won’t interfere with confirmation and notification emails. You can send a confirmation email to anyone who submits the form. Check out this example.

    Now, suppose you want to set up something like this on a tablet and you’re sending someone out to collect signatures or take inventory of something in the field where they won’t have access to a wifi connection. In that case, you can use an integration created by Device Magic to save information on the device and upload to the Wufoo database later.

    We’ve got tons more information on our integration with Device Magic here.

    Let us know if you have questions of course and Happy Repeat Form Building to you!


    When to Use Top, Right, and Left Aligned Field Labels

    By Johan Lieu · November 4th, 2014

    You’ve seen some variation of field label alignment whenever you’ve filled out a form. You may not have noticed as you were completing it but the alignment of the field labels affected how you filled out the form. Field labels and their alignment aren’t merely a cosmetic choice. Form creators typically overlook field label alignment but in this post we’ll tell you why alignment matters and which alignment you should choose when creating your next form.

    But first…

    What Is Field Label Alignment?

    Field label alignment answers this simple form design question: where do you want your field labels to appear relative to the fields on your form? There are typically three options (bottom aligned, we hardly knew ye), Top Aligned, Left Aligned, and Right Aligned. In the Wufoo Form Builder, you can find these options under the Form Settings tab when editing your form.

    Label Placement In The Wufoo Form Builder

    Now that we’ve got the basics out of the way, let’s dive a little bit into each one and see what they’re good for.

    Top Aligned

    This is the default field label alignment setting and for most forms, this is fine. Top aligned field labels allow for typically faster form completion and is perfectly suited for when you’re asking for information from your users that they are intimately familiar with, such as their name, address, gender, and other simple questions. Basically, if you’re asking for really common pieces of information that your users know really well, top aligned works great.

    Some drawbacks to top aligned field labels is that if you have a form with a lot of questions and don’t use a page break to break up the questions a bit, your form will appear to be fairly long. Even though it might be a breeze to fill out, some users won’t even start as they’ll be daunted by the appearance of your form being too long to complete. So if you need to ask a lot of questions, the other two field alignment options might be a better bet.

    Right Aligned

    The next most common field label alignment setting is right aligned. This field placement benefits from decreasing the amount of vertical space your form takes, thus making the form appear shorter than it would if you used top aligned field labels. This comes at a tradeoff, however.

    Right aligned fields typically take users a bit longer to fill out the same form than if it were top aligned. This is because in top aligned labels, the label and the form field are on the same vertical line so it’s easier to jump from label to field.

    So, if it takes longer then why would we choose it? Simply put, since it takes your users a bit longer to read the label and find the input to enter in their data, they slow down a bit and it actually decreases the amount of errors that might arise from someone filling out a form too quickly. Since they aren’t speeding through your form, your users will enter in less erroneous data and subsequently you’ll have less bad data in your entries.

    Left Aligned

    Finally, if right aligned fields slow down users a bit, left aligned fields are the slowest of all three. It takes a bit longer for users to read the labels on the left and connect them to the fields themselves on the right.

    Again, why would we ever have this option? The answer is the same as right aligned labels; by introducing some friction to the scanning process, you’ll force your users to slow down and in turn decrease the amount of errors and bad data you receive. Typical use cases for this is when you have a form that is asking the user to enter in data they aren’t very familiar with.

    Think of an IT Help Desk form that asks your users to input their 25 digit employee ID (that they only use once a year), along with other fields that ask the user to input the serial number and registration number of their devices, and the model number of their device that is on the back of their monitor. All of these are super unfamiliar pieces of data (no one looks at or views the serial numbers of their devices on a regular basis) that you need to be correct and accurate so you can fix the problem.

    If there was an error in inputting the data, you’d have to contact the user to get the right info, increasing the time to just fix the issue. By making the form take slightly longer to complete, you’re drastically decreasing errors and bad data and saving more time further down in your day.


    To summarize

    1. Top aligned field labels are great for most forms and perfect for forms that are asking for familiar data.
    2. Right aligned field labels are useful for slowing down the user a bit and decreasing errors.
    3. Left aligned field labels take users the longest to fill out a form but are perfect for slowing down the user when they are entering in unfamiliar pieces of data. These labels also help you decrease the amount of errors and any bad data that you might receive.

    I hope that helps you understand the importance of field label alignment and the next time you sign up for a service or fill out a form, I guarantee you’ll notice the alignment of the fields.

    Got a comment, question, or not? Leave it below!


    Use Wufoo & sendwithus to Track Your Net Promoter Score

    By Wesley Yu · October 17th, 2014

    Sendwithus lets you easily and painlessly create transactional emails for all of your applications. Wesley Yu from Sendwithus.com walks us thought their recently released collection of free open source email survey templates and how you can use them as a free & easy way to measure your Net Promoter® Score with Wufoo. Take it away Wesley!

    Here’s a Net Promoter® Score (NPS) program that you can launch today to grow your product or service. It’s easy to implement on a limited budget, and it’s a great place to start when you don’t have a lot of resources to invest.

    Wait, What’s a Net Promoter Score?

    The Net Promoter Score is one of the most recognized ways to measure customer loyalty. It’s used figure out the lowest cost of keeping current customers and the best way to acquire new ones. To measure your NPS, all you need to do is ask one simple question:

    “How likely is it that would you recommend our company to a colleague or friend?”

    email_survey_likert_scale copy

    One question.

    That’s it. And, calculating your Net Promoter Score is easy:

      nps_explainer Net Promoter Scores allow you to:

    • Predict where your customer behaviour is headed down the road
    • Engage & learn from the customers that really care about your product
    • Stop customer churn

    For more info on NPS and how it works, watch this video.

    The Problem with NPS

    The trouble with NPS programs is that gathering and storing Net Promoter Scores can be difficult (and/or expensive). Luckily, we have a free hack that you can implement in about 20 minutes to start gathering and storing your NPS data.

    The Solution

    In this tutorial we will:

    • Gather NPS responses using an open source email template
    • Store and track the results using Wufoo’s online form management.

    Customers Receive an NPS survey -> They provide feedback -> You get data BOOM! Let’s get started!


    Step One: Download a Responsive NPS Survey Template

    • Head to the Sendwithus.com’s Open Source Email Project
    • Choose a theme
    • Download an NPS survey template You’ll use these HTML email templates to gather your NPS data. You can edit the template directly or you can import it into your email template manager to brand the email for you own company.* *If you don’t have an email template manager, try Sendwithus.com – it’s free!

    Step Two: Create a Wufoo Form for your NPS data

    We’ll be using Wufoo manage our NPS data. If you don’t have an account, sign up for free at wufoo.com. When you get to the Wufoo dashboard, hit “Create a New Form,” under the “Forms” tab. That should bring you to the form builder. Create a form with these 4 elements:

    • Title Message
    • Paragraph Box for Additional Feedback
    • 0 – 10 Multiple Choice Field
    • Email Address Field


    Step Three: Create Custom URLs to Pre-populate your Wufoo Form

    In order to connect click data from your NPS survey to Wufoo’s database, you’ll need a way to pre-populate your Wufoo form. You can do this using custom URLs. The basic URL of a Wufoo form looks like this:

    http://username.wufoo.com/forms/form-name

    If you click that URL, you’ll go to a form with no predefined values. But, if you add some custom values to the end of the URL, then the form will pre-populate with the assigned values. Like this:

    Wufoo allows you to populate forms with whatever data you like. In the example above we’ve passed in an email address variable, but it will accept any variable you throw at it – name, date, location, marital status, whatever. To write your custom URLs for you own Wufoo form:

    • Head to the “Forms” tab
    • Find the form you would like to pre-populate
    • Click “Code”

    Then, Click “API Information” (in the top right corner)

    Each Field Title has a corresponding API ID. The API ID is the number you use to reference a field. So, a field with an API ID of 5 will become:

    Field5

    The custom URL for a pre-populated form that includes a customer’s email and an NPS response of 5 might look like this:

    http://username.wufoo.com/form-name/def/field6={{ customer_email }}&field1=5

    Step Four: ****Create Custom URLs for each NPS Survey Response

    That might look something like this:

    0 = http://username.wufoo.com/form-name/def/field1={{ customer_email }}&field2=0
    1 = http://username.wufoo.com/form-name/def/field1={{ customer_email }}&field2=1

    Etc. Etc. You get the idea…


    Step Five: Map your Custom Wufoo URLs to the NPS Email Template

    Okay, time to dive into the HTML of your NPS email template* that you downloaded in step one. Each response (from 0 – 10) is a separate image, so enter the corresponding Wufoo URL as a link in the HTML.

    Now, when customers click their response in the email they get a pre-populated Wufoo form, like this:

    *Template management can be pain. For a simple and intuitive email template management system, try Sendwithus.com – it’s free!


    Step Six: Hide the Pre-Populated NPS Fields in your Form

    Because we’ve pre-populated the multiple-choice and email fields with the data gathered through our NPS email, let’s hide those two fields. To hide a Wufoo field:

    • Click “Field Settings”
    • Select the field you would like to hide
    • Type the word “hide” in the “Add CSS Layout Keywords” field.

    Now, after a customer clicks a response they get this:

    Voilà!

    Now you have fully functional NPS Email that takes advantage of Wufoo’s analytics and reports.


    Step Seven: Sending your NPS Survey

    NPS surveys tell you how customers feel about your company. They’ll tell you which leads to nurture and where to improve your product to reduce churn. But, when should you gather NPS data? Mass emailing customers with NPS surveys once or twice a year will give you an annual or biannual Net Promoter health check, but NPS surveys are most effective right after a customer has had a meaningful interaction with your company. Important points to gather NPS data are:

    • After a Purchase
    • After a Free Trail
    • After a Blog Signup

    Gathering data at these points will give you a constant measure of your Net Promoter Score as customers interact with key parts of your product. To automatically send an NPS survey after a customer has taken an action, head to Sendwithus.com and start a Drip Campaign. You can trigger a survey email after your customers have received an email or after they’ve triggered an API call.


    That’s it - now go and measure your Net Promoter Score for free. Export the .CSV (or if you want to send it straight to sendwithus, using Zapier let us know beta@sendwithus.com) manage your customers, and make sense of your data!

    PS - We’d love to hear how this works out for you. Leave us a comment, shoot us an email at Hello@sendwithus.com, or hit us up on Twitter.


    Avoid These 3 Pitfalls When Embedding Forms

    By Michael Lim · October 10th, 2014

    Ever have someone nudge you and whisper—Psst, Buddy. You can do better. Well, pretend that’s us. We’re here to help you do better. And specifically here in form land today, we’re going to talk about embedding forms. What pitfalls to avoid well, falling into, and we’ll share tips on how to make sure you’re embedding those forms like a real pro.

    3 Pits. Don’t Fall Into ‘Em.

    1. If you’re already using a certain background image or texture on your own website, chances are you’ll want your form’s background to match. But sometimes aligning images and copying color codes can be a hassle. No worries. To make the whole process go a lot smoother, we automatically make form backgrounds transparent when they’re embedded with one of our provided codes. That way, any existing background you have set on your website will “show through” and your form will blend right in.

    2. We’re going to make a wild guess here and assume that you probably already have your own logo or banner added to your website. And we’re also assuming that you don’t necessarily want the Wufoo logo that’s automatically included at the top of your form’s theme (it’s ok, we don’t hold it against you). If you do want to add an extra logo to the top of your form, you can always add something directly to your page, above where the form is embedded.

    3. A Wufoo form also has some standard borders around it to give it a little more definition when viewed on its own. Of course, if you’re embedding the form into an existing page, you’re probably using a sidebar, or some other containing element. Rather than having two sets of conflicting borders, and needing to do a ton of CSS tweaking to get them both to play nicely, we make it easy by leaving out our border. The good news is that this lets you control all the border styling from the CSS on your own page.

    And there you have it. In just 3 quick steps, you’re on your way to pro status when embedding forms. And remember, we’re always here to help you do better. Don’t forget to check out our handy Guides for even more expert tips like these. Form on, friends.


    Get Instant Email Notifications Whenever Your Customers Pay

    By Johan Lieu · October 3rd, 2014

    An oft-requested product feature by you fine Wufoo form owners? The ability to receive an email notification when a customer checks out and successfully pays through your Wufoo form (and not just when they fill out the form). Well, we’re happy to announce that now whenever a customer fills out your form and pays you, you now have the ability to have the email receipt sent to you too.

    With this feature, you’ll be sent a copy of the email receipt that your customer receives. This way, you’ll have the payment receipt email for your records and you’ll know instantly when a customer has paid you. Note: setting up and receiving payment notifcations works for all payment providers (with the exception of PayPal Standard, Chargify, and Freshbooks) not just Stripe as pictured here. Definitely all good things to know, right?

    Let’s walk through how to set it up!

    Payment Settings Setup

    To start receiving a copy of the email receipt when your customers check out, head on over to the Payment Settings for your specific form. Once there, you’ll see a new checkbox option in the second column (Payment Options) labeled, “Email Copy of Receipt to Me”. Click the checkbox and a text field will appear. Enter the email address where you’d like to receive your notification (up to 20 email addresses separated by a comma) and then click Save Settings.

    That’s all there is to it. Now whenever one of your customer fills out your form and successfully pays you, you’ll instantly know since a copy of the email receipt will be sent to you automatically. As always, let us know what you think in our Comments section.


    • Search

    • About

      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.

    • Archives