The Wufoo Blog

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!


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!


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