The Wufoo Blog

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?”

NPS_Likert_Scale

One question.

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

  How_To_Calculate_NPS 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
  • 1 – 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:

1 = http://username.wufoo.com/form-name/def/field1={{ customer_email }}&field2=1
2 = http://username.wufoo.com/form-name/def/field1={{ customer_email }}&field2=2

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 1 – 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) 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.


How to Hear Your Customers (Loud & Clear!) and Boost Leads with Wufoo

By Tanielle Lobo · September 15th, 2014

It’s a straight-up fact that we here at Wufoo really dig our global community—customers, partners and teammates alike. Sharing the unique stories and best practices from our awesome international customers is not only a delight but helps keep our community feeling close-knit no matter the distance. Spotlighting these global stories can also give us the feedback we need to continue working hard at providing the features you want.

So let’s zero in our pals across the pond…ah, London. It’s a world class, lovely city that will always be a top tourist destination. And let’s not forget, a top business destination. To help manage and make both kinds of travelers’ lives easier when in the UK, Check-in-London—an online booking accommodations company—specializes in providing that “home away from home” experience in and around the city.

Tanielle Lobo, Website and Marketing Manager for Check-in-London, drops in on our blog to share how Wufoo’s helped her team organize and better listen to their customers’ feedback and how forms have streamlined their lead capturing process.

Hullo, Tanielle!

We brought Wufoo on board to tackle the limited scope of our un-modifiable website forms and we’ve used it one way or another across all sections of our business. I have to say, going with Wufoo has truly been one of the most brilliant decisions we’ve made as a company thus far. Why? We love how the interface is so easy to use for one. Even the technophobes on our team are amazed at how straightforward, simple and versatile the product is. No messy code, no need for long winded video tutorials, no begging for favors from developers—just quick DIY forms, at the drop of a hat. It has literally taken minutes for me to learn and train up others to use.

Customer service, lead generation, partner relations, affiliate management, feedback and insights. All of these are key business drivers that Check-in-London needs to maintain the health of in order to remain successful. No different from any other business really. You’ll find a Wufoo form linked or embedded on almost every major landing page on our website. That’s already testimony to how much we love it.

Here’s a brief breakdown of how we’re using Wufoo to ensure that the quality of our customer service and lead generation remains top-notch.

Customizations Galore


Wufoo’s endless customization possibilities, lets you change the appearance of each and every form to suit your requirements. It’s also useful that the tool allows you to save your settings should you wish to reuse or clone your themes over and over again. 
Also, with some of our previous forms, spam used to flood our inboxes. Since Wufoo came into our lives though, there’ve been no spam worries or need for ugly captcha fields.

Increase Customer Interactivity


People don’t like to complete long forms, period. The combinations of form rules and logic that Wufoo offers helps us condense our forms so they’re easily digestible. We can add further questions based on the customer’s responses. The ability to ask additional targeted questions is much better in terms of the user experience and makes life easier for us on the backend.



Personalize Lead Generation

Pre-filling forms has also been a feature we use a lot. We do this by completing some fields of the form with the extension to the URL based on the dynamic fields in Wufoo. This means our customer on the receiving end of the form has less to fill out. This also helps us convey our personalized customer service approach through our forms, makes a really great impression and increases leads.

Last but not least, the really handy dynamic fields (from API information) can be used to pull through elements of the form in email subject lines, notification emails and Thank You messages. It sounds simple, but it makes such a difference to the person submitting the form and to the team who receive it, as they can then get a quick snapshot of the form contents and prioritize their workload accordingly.


Many thanks to Wufoo for making our lives here at Check-in-London that much easier!

To learn more about how to book amazing apartments for your next business or holiday trip, visit Check-in-London. Cheers!


Theme On! How to Use Our Theme Designer (in 6 Simple Steps)

By Michael Lim · September 9th, 2014

Themes, baby. Whether you’re conscious of it or not, themes are all around you. It might be health and fitness month at work, parents and teachers still have Back to School on the brain and the holidays (yep, that’s right) are just around the corner. Themes aren’t just a predictable part of modern life. They lend structure to and help us organize our busy lives. Just like our online forms do, eh? Now imagine having the ability to customize your forms to match the theme of your life—whether it’s for work or for play. Now stop imagining, and welcome to reality—the Wufoo Theme Designer.

Thanks to our Back to Basics and Newbie Series posts, we hope you’ve gotten a handle or at least a running start with the basics of Wufoo. High-five. So let’s move on to the world of custom themes. We know you’re ready. Sure, we already know our forms are fast, easy to make and pretty great without any bells and whistles…

But maybe you’re looking for something that will help you stand out from the crowd like this fancy form…

Cool, we definitely dig that. So the good news is that Wufoo’s Theme Designer makes customizing the look and feel of your form a breeze. If you were building your own forms from scratch, you’d need to decide on a design, and then spend quite a bit of time writing and re-writing custom CSS to get your design looking the way you want. With our comprehensive Theme Gallery and Designer, you can find a template that works best for your needs and then tweak it using a series of simple drop-downs.

Ready for some awesome basic how-to steps (plus some cool add-ons) in the Theme Designer? Good!

How to Create/Apply a Theme—in 6 Simple Steps

  1. Click on the “Themes” tab at the top of your Wufoo page. Make sure the Theme Menu dropdown is set to “Create New.”
  2. From there, set the different properties you want for your theme from the two menus in the middle of the page.
  3. When you’re done designing, click on the “Save Theme” button in the upper right hand corner.
  4. Give your new creation a name.
  5. After you’ve saved your theme, you can apply it to a form by going to the Form Manager (click the “Forms” tab) and finding the form you want to add the theme to.
  6. On the right side of the page is a drop-down menu where you can select the name that you want to use for that form. Use the same method to apply themes to your reports from the Report Manager.

And as promised, cool add-ons!

Fonts: Modifying your font and font size can have some big payoffs. Maybe you’re making an employment application form, so you want to be extra sure that your users pay attention to your Field Instructions. Why not use a more powerful font, and make that text a little bigger?

Or maybe you’re making a wedding RSVP form, and you’d like it to look a touch more traditional, and handwritten by using a cursive font like this?

If you need more options, and you don’t mind working with custom CSS, check out how to use Google Fonts with Wufoo. Are you a little pickier when it comes to typography? No worries, we also support adding your own Typekit fonts to a Wufoo theme.

Backgrounds: To provide some contrast with the new fonts you just picked out, you’ll probably want to try changing your form’s background next. You can choose from one of the built-in patterns, choose a solid color, or even go transparent. For you adventure-seekers out there, you can even upload your own image to use. One thing to note is that the image you upload won’t stretch to fit the form.

Button: One more quick add-on/modification you might want to consider? Customizing your form’s Submit button. You can change the text to match what you’re using your form for, such as “Register Now” for an event registration, or “Sign me up!” for a mailing list. You can also substitute an image if you want something a little fancier.

Logo: The Wufoo logo at the top of your form can be changed to any image you’d prefer. You’ll need to host the image yourself, and for best results you’ll want it be hosted using SSL. More on this to come.

There you have it, form fans. Now you’ve got everything you need to start making some really creative ones. Stay tuned to the blog where we’ll be sharing even more tips on how to use and maximize our powerful Theme Designer. Theme on!

Psst! Don’t forget to take advantage of our brand new Wufoo Guides resource page.


3 Ways to Make Sure Your Wufoo Surveys Aren’t Terrible

By Johan Lieu · September 4th, 2014

Fast. Easy. Fun. That’s Wufoo for you. But not so fast. We’re also flexible. There are many ways you can use a Wufoo form. Take our Contact Form for example. Or the handy Newsletter Sign Up Form; the list goes on.

An even more useful (and flexible) way to use Wufoo? Create surveys. That’s right, with Wufoo you can easily create a survey and start gathering quality feedback from your customers, right away. And the more high quality feedback you receive, the more you can optimize the success and growth of your business. We’re big fans of making your lives easier and our Form Template gallery was created to do just that. Be sure to visit and get started with these pre-built SurveyTemplates designed to give you a jump- start on whipping up a truly sweet survey.

With that said, there are a couple of things to keep in mind—three quick tips to be exact—when creating a survey to ensure you’re collecting that high quality information from your customers.

1. The Likert Scale: Use Words, Not Numbers

“On a scale of 1 to 10, with 1 being the worst ice cream you’ve ever tasted and 10 being the best, how much did you enjoy our ice cream?” “Three.” Wait—what does “three” mean? People tend to think in words, not numbers—so you should ask them to express their opinions with scales that use words.

Rating scales (also known as Likert scales) are methodologically-sound sets of answers that help you measure the frequency, intensity, amount, quality, and probability of your respondents’ attitudes and behaviors.

img

Sure, you could use a rating scale based on a number from 1 (Strongly Disagree) to 4 (Strongly Agree), but when you put answers in words, you reduce the ambiguity between what a 2 means to the respondent versus a 3.

2. Know When To Use Closed-ended vs. Open-ended Questions

Now depending on the type of feedback you’re looking for, you might find yourself having to make the “difficult” choice between using a closed-ended question (e.g. specific answers) or an open-ended question (e.g. a text area field where a customer can write a longer answer).

If you’re looking for results that you can easily quantify, using closed-ended questions are generally your best bet. Asking people to choose from pre-specified answer choices will allow you to easily parse the results and give you data in simple percentages (e.g. “62 percent of customers are extremely likely to eat our ice cream again!”) that are more actionable and simpler to share.

However, if you’re looking for more nuanced responses and can afford to spend some time analyzing your results, an open-ended question might be the way to go. Opt for a text area field and you’ll give your customers the added advantage of sharing insights in their own words. It may take more time to parse through these answers since they’re free-form but because your customers were freely expressing themselves, chances are you’ll find more insightful and thoughtful answers than you normally would’ve collected using a closed-ended question type.

3. Be Cautious When Using Yes/No Questions

Another thing to watch out for when creating closed-ended questions is to cautiously use strict Yes/No answers. For example, say you have a question that looks like this:

Will you visit our ice cream shop again?

  • Yes
  • No

Depending on a multitude of things, people might answer the question differently. Now, if you had a question that looked like this:

How likely are you to visit our ice cream shop again?

  • Extremely likely
  • Very likely
  • Moderately likely
  • Slightly likely
  • Not at all likely

Then you’re in business. Avoid asking Yes/No questions when you’re dealing with shades of gray. Phrasing your closed-ended question like this gives respondents the ability to more easily and accurately answer the question when it isn’t a black and white one. It also gives you as the decision maker, even better data that you can act upon.

Now that’s not to say you should never use a Yes/No question. You should definitely use a Yes/No question if it’s measuring something absolute. For example, it’s totally fine to ask a Yes/No question if you’re asking someone, Have you ever eaten ice cream in their lives? There’s really no gray area there (and obviously the answer is “yes” because who’s never had ice cream?!) Just be sure to have all your ducks in a row and that you’re factual when planning to use a Yes/No question.


So with these 3 quick tips, we hope that you create even more awesome surveys with Wufoo, collect truly high quality information, get the feedback you need from your customers and make your business even more, well, awesome.

To help you get started, here’s a quick link to one of the most useful survey templates you should be using right now: the Customer Satisfaction Survey Template.

Have opinions or tips for your fellow Wufoo customers? Share below!


Wufoo Guides Available, Forums Shutting Down

By Johan Lieu · August 29th, 2014

On Tuesday, September 2nd, 2014 we’ll be shutting down the Wufoo forums. When Wufoo first launched, we were a small and lean team. We really relied on our amazing Wufoo community to help each other out with their questions that we were unable to answer in a timely fashion.

Since that time our wonderful community has grown, and so has our customer support team. So much so that we can now help customers without them having to post/search their questions/anwers in the forums and hope that someone can help them out. Now, we’re able to answer our customer’s questions and inquiries directly and in a blink of an eye (well, maybe not a blink, but pretty darn fast). We really pride ourselves on our customer support and would only shut down the forums if we knew our customer support quality was top notch, and it is.

Ahead of the planned shutdown of the forums, we’ve been hard at work creating walkthrough and how to articles to make sure the best forum threads are preserved. We’re proud to announce that you’ll be able to find these pieces of content in our newly launched Wufoo Guides section. In Wufoo Guides, you’ll find all kinds of articles ranging from the basic stuff, to how to customize your Wufoo forms and experience, and even advanced techniques to really create something custom and incredible. We’ll continually add more guides in the future, so if you’ve got a topic you’d like covered please let us know in the Comments below.

We know that some of our most loyal customers have been using Wufoo for a while now and have been on the forums for almost as long, and we’d like to say thanks for all the support. Thanks! And, please continue to be part of the community and engage on our Facebook page, Google+, LinkedIn and of course, on Twitter.

Form Onwards!


Wufoo Now Supports Coupons For Stripe Subscriptions

By Johan Lieu · August 27th, 2014

We recently added support for Stripe Subscription Billing and we’re really happy with the response we got from you guys; it’s been overwhelmingly positive. Stripe Subscriptions makes it super easy for Wufoo customers to create a payment form and create and charge their customers on a recurring basis. No more worrying about whether or not your customers have paid you this month; Wufoo and Stripe takes care of it all for you.

With that said, we’ve also got a lot of feedback that coupon support was sorely needed. So, that’s what we added. You’ll now be able to offer discounts on your subscription plans to your customers using Stripe Subscriptions by using Stripe Coupons! Now you can get really creative with the deals you’ll be able to offer to your customers and increase the number of customers who will purchase your subscriptions. Here’s how you setup coupons to work with Stripe Subscriptions.

How to Setup Coupons in Stripe

The first step you’ll need to take to add coupon support to your Stripe Subscription payment integration is to create some coupons in Stripe. Head over to the Stripe Dashboard and on the left hand navigation panel you’ll find a link named, appropriately, “Coupons”. Clicking this link will bring you to the coupons panel where we’ll be spending most of our time.

As you can see in the above screenshot, all of my previously created coupon codes are listed. It allows me to track what codes I have active and to let me effortlessly manage them all. The next thing we need to do is create a coupon. Do this by clicking the ”+ New” link in the top right. A modal dialog window will then appear to let you do just that. It looks like this:

This modal has a bunch of options, so we’ll quickly walk through them item by item here:

  • Percent off: This allows you to offer percentage based coupons, like 10% off. You input the number (sans % sign) of the percent that you want to offer. It has to be a whole number, no 5.5 or 3.4’s.
  • Amount off: In the event that you’d rather give a specific amount off for your coupons, this is where you’ll go. You can enter in any numerical value (sans $ sign) like 4.99 or 9.99. Note: You can only offer a percent off or an amount off but not both. Choose only one for your coupon.
  • Currency: The currency which you’d like to discount. It should match the currency of the plans that you are offering. For example, if your subscription is $10 USD a month, your coupon should also be in USD.
  • Duration: This is where you’ll select how long the coupon should be in effect. There are three options: Once, Multi-Month, Forever.
    • Once means the coupon discount will only apply to the initial charge of the subscription but subsequent subscription renewal charges are for the full amount. Good for offering an initial discount on the subscription.
    • Multi-Month means the coupon discount will apply for X amount of months. For example, if you select 3 months, the discount will apply for each of the first 3 months the subscription is renewed but not on month 4 and forward. Note that this will only work for monthly subscriptions.
    • Forever means the coupon discount will apply for the duration of your customer’s subscription plan. Every single time your customer’s subscription renews, the discount will be applied. Perfect for offering life time deals and other such promotions.
  • ID (Code): This is the actual coupon code text that your customers will type in during checkout to apply their coupon code. You can use numbers and letters but no symbols.
  • Max redemptions: If you desire to cap the number of times a single coupon can be used, you can do that here. Simply enter in a number and once the coupon has been redeemed that many times, it will expire.
  • Redeem by: If you’d rather cap the number of times a single coupon can be used by setting an expiration date, you can do that here. Simply select a date and your coupons will expire on that date. You can use this in conjunction with Max redemptions so you can expire coupon codes by both usage and date, whichever comes first.

And that’s how you setup a coupon. In my example, I’ve created a 20% off discount that works only once and given it the uninspiring name of “20PERCENT”. I’ve also decided to not have any max redemptions nor expire the code so it’ll be good forever. After clicking the “Create coupon” button, the coupon settings are saved and immediately set live. The next thing to do is setup my Wufoo form’s payment settings to start accepting coupons.

How to Setup Coupons in Wufoo

Before you setup Stripe coupons, you’ll first need to add Stripe Subscriptions to your form. You can use our Stripe Subscription announcement blog post we’ve previously written to do just that.

Now that you’ve got your form all set with Stripe Subscriptions, we can now setup our form to accept the coupon codes we created in Stripe. To do this, simply head to the Payment Settings for your form. Once you’re there, simply check the “Allow for Coupons” checkbox in Payment Options. Click “Save Settings” and you’re all set! Now your payment form is set to accept coupons from your customers. Easy, peasy.

Coupons In Action

If you’re curious about the experience your users and customers will have when checking out with coupons, this is the section for you. When your customers visit your Stripe Subscriptions payment form that have coupons enabled, they’ll now see a text box that allows them to enter in a coupon code to get a discount as shown here:

If an enterprising customer decides to try to enter in a code that either a) doesn’t exist or b) has expired, they’ll be informed of this as shown here:

And if your customer does enter in a valid coupon code, they’ll see something similar to this:

Depending on the type of coupon code (Once, Multi-Month, Forever) the message that appears in the Recurring Charge line item box will differ. In the screenshot above, the customer entered in a coupon code that is valid for their entire subscription (e.g. Forever) which is why the message says, “(This coupon is good forever).” Multi-Month coupons will say something along the lines of, “(For the next 3 months).” And single use (e.g. Once) coupons say nothing of the sort (as they shouldn’t).

And finally, when a customer successfully purchases a subscription with a valid coupon code, you’ll be able to view all subscription purchases for each coupon code within the Stripe Dashboard. Just visit the Coupon panel again, click the corresponding coupon code and you’ll see the list of customers who have used your code.


We’re really excited to announce this improvement to the Stripe Subscriptions payment integration and in the coming weeks we’ll be writing about the various ways you can use coupons to give your users better deals and get even more of them as paying customers. Got some notes, comments, or feedback? Feel free to leave it below!


Totally New to Wufoo? Welcome To Our Newbie Series (Just For You!)

By Michael Lim · August 6th, 2014

Heads-up, all. We’ve got a new addition to the Wufoo family to introduce you to—Mr. Michael Lim. You’ll be seeing a lot more of Michael on this humble blog of ours so be sure to read. And read closely!

Hi there, form fans! I’m Michael, the newest member of the Wufoo support team. Although I’m originally from Kailua, HI, I graduated from the University of Puget Sound in May and immediately moved down to California. Since then, when I’m not catching up on some sorely missed sunshine, I’ve been learning what Wufoo is all about. I figured this would be a great chance to give you a glimpse of what it’s like to work with Wufoo as a brand new user and share my tips along the way.

(Like our Back To Basics series, if you’re an experienced Wufoo user this post could be a little repetitive for you. But if you’ve got the time, you may want to stick around. You might just learn something new)

Here we go!

When I first got started with Wufoo, the most difficult thing for me was keeping track of all the different features and their terminology. But once I had some time to get used to it, I found that it all started to make sense. For those of you who—like me—are just starting out with Wufoo, here’s a rundown of some of the most often mixed-up terms and phrases:

Words in Wufoo AKA Terms Cheatsheet

Entry: Simply put, an Entry is a single submission of a form. It’s what we measure for your monthly limits, and it’s also how your data is stored for later viewing. In other words, when someone fills out your form, and hits the “Submit” button, that creates an Entry containing the submitted information. This is what gets stored in the Entry Manager the page that shows when you click the “Entries” button under each form.

User: This is a pretty commonly used word, so it’s important to understand what it means in Wufoo. Generally, this refers to someone filling out your form. Whether they used one of the public form links, or your form was embedded on a site, people who fill out your forms are considered users. However, on paid plans, multiple “users” can be created on a single account. To simplify things, it may help to think of these same-account “users” as sub-users, since they have access to the account “under” the main user who created the account.

Account Creator: Technically this refers to a special user on each account. Usually this is the account belonging to the person who first made the Wufoo account, and on Gratis accounts, it’s the only user for the account. However, the Account Creator may be updated after the initial creation, for example if an employee leaves a company, they may pass the account to their successor.

Form Manager: The heart and soul of Wufoo. Sometimes referred to as the “main” page. The Form Manager is what you see when you first login, and it’s where you can access all of your forms, as well as the Entry Manager, Rule Builder, Notifications, and other settings for each form

Form Builder: This is where the magic happens. This is what you’re shown if you click the “Edit” button under a form on the Form Manager. With the Form Builder you can add fields, modify existing fields and their settings, and adjust the Form Settings.

Notifications: These are emails that can be sent to any address that you pre-define in the Notifications menu (via the Form Manager), or in the Form Rules section of the Rule Builder. They are usually used to send a copy of an entry to a relevant party. For example, if you have a Vacation Request form that your employees fill out, you can use Notifications to send a copy of their submission to an HR rep for verification.

Confirmation: The Confirmation email can only be sent to an email address that is part of a form entry. Only one address can receive the Confirmation for a particular entry. You can also choose to send a copy of the entry as part of the email body. Perfect for any situation where your users may want to retain the information they submitted for their records. Private: You can set a form to “Private” by unchecking the “Public” box next to the form in the Form Manager. This means a form will only be accessible through your account. You (and any sub-users on a paid account) can still submit entries from within the Entry manager for the Private form, but the form can not be submitted using a link or embed code.

Protected: Clicking the “Protect” button under a form in the Form Manager allows you to restrict publicly available forms so that they can only be accessed by individuals with the password. This allows for a somewhat semi-private form, in that others unassociated with your Wufoo account can submit entries, but they first need the password. This can be useful if you’re running a private giveaway on your site, and only want users who were emailed a promo code to be able to submit an entry.

Fun Feature Time in Wufoo

So far in my brief time with Wufoo, I’ve discovered a few features I’m particularly fond of. And some fun little surprises along the way.

Template Gallery: It wasn’t until after I had already started making a few forms that I took a look at the Form Gallery. This collection of ideas and examples is a great place to start when designing a new form. Chances are, there’s an existing template that you can use for almost any kind of form you could need. Browsing through the Gallery has also given me some ideas for things Wufoo can do that I would have never expected.

CSS Keywords: Wufoo has some nifty CSS Keywords that make some rather complex layouts achievable with just a few words, no selectors or tags required. Some of my favorites are: hide: Probably one of the most useful. Allows you to make a field invisible to users. Great for including internal information like tracking codes.

hideSeconds: Hides the “seconds” portion of a Time field. I’ve found that I rarely need to collect this level of detail in my forms, so hiding it can save some time.

altInstruct: Moves a field’s instructions under the field, instead of to the side. The altInstruct setting also ensures that instructions are constantly showing. I found this was useful for particularly important instructions that I wanted to always be visible, since the standard “pop up” box on the side can be overlooked. I generally use the standard instructions setting as more of a “tool tip” function, for advice or suggestions on how to fill out a field.

Make new fields (but keep the old): One thing to watch out for is modifying or deleting old fields on a form. Data in existing entries is tied to the actual field that was used on the form, so if you make any changes, or get rid of that field, then the data in your previous entries can be affected. To avoid losing your collected information, try to avoid removing fields from your form once you’ve received entries. Instead, set them to Admin Only or hide them using CSS Keywords to preserve the data in old entries but hide them from on your live form.

Forms Gallery: In college, I often found a need to collect basic information for group projects, club meetings, or just managing my to-do list. More often than not, I used a simple spreadsheet to gather and organize my data. Sometimes I would use Google Form if I needed a little more structure, but I never considered trying a full featured form builder. After using Wufoo for just a short time, I’ve realized I was missing out. Using a template from the Gallery, I can have a form up and running in minutes plus I get the added bonus of built-in Reports, customizable themes, and so much more.

Zapier: I’m always looking for ways to organize and automate my life. Wufoo’s integration with Zapier, a gateway to connecting with dozens of other services, opens up a world of possibilities. Got a booking form, and you want reservation entries to be added to your Google Calendar? Done. Using a form to gather bug reports? Let Zapier automatically create a JIRA Issue. Still not satisfied? Check out the hundreds of other possibilities. (Note: You’ll need a paid Zapier plan to use their “Premium Services.” We don’t have any sort of deal with them, we just appreciate their awesomeness)

And there you have it. Just a few tips to help guide my fellow Wufoo newbies along their way to becoming Wufoo masters. For those of you more advanced readers who stuck with us, thanks for hanging in there! Have advice of your own? Share it with us in the Comments below.

Until next time, friends…


Everything is Gonna Be ModiFINE: How to Modify Your URLs

By Kane Stanley · August 1st, 2014

Don’t you think it would be fantastic if you could open up a form and a load of it was already filled out? It would be like your computer just knew who you were and could fill out forms for you. Not in the scary “Computer’s are taking over the world” kind of way, but more of the “I don’t want to have to fill in all of this information and it already being filled out is pretty great” kind of way.

Fortunately, that’s most definitely possible with Wufoo and some URL modifications. You may have seen the help document we have on URL modifications, but what if you want to see it in action? I’ve got some spare time on my hands, so I’ll take you through how to use URL modifications to pre-fill your form for that special someone who may or may not think computer’s are taking over the world as a result.

Let’s say you have a monthly manager feedback form about each employees job. You want your employees to fill it out about their specific manager each month, but you don’t want them to have to fill out their name and details and also their manager’s name. That would take them time that you’d rather they spend doing something else. Besides, why have them fill out the form in full each month when you can send them a link to the form that’s already filled out for them? That would just be a bit silly.

Firstly, let’s have a quick peek at the feedback form:

Look at that. The form is so lovely and nice, but none of it has been filled out. Now let’s say that there’s an employee called Ryan Irwin. He takes this form loads and he’s sick of having to fill out the first few fields all the time. He always has the same email address, he works in Marketing and his manager is Sally Eastwood. It’s not changing for him, so why give him a blank form all the time? Instead we can edit the URL to fill it in for him when he receives the form. Let’s get started.

Firstly, we’ll have to find out the API Id’s of each field that you want to pre-populate. To do that, we just have to click the ‘Code’ tab on the form and then click ‘API Information’ in the top right corner of the page. Here’s mine:

Right, so now we can see all the API Id’s of each of the fields that we want to pre-populate. Now, all we have to do is plug it into the URL to the form. At the moment, the form will show up blank with this link:

https://kanestanley.wufoo.com/forms/manager-feedback-form/

If we want to fill in all of Ryan Irwin’s details we just have to change the link to:

https://kanestanley.wufoo.com/forms/manager-feedback-form/def/field217=Ryan&field218=Irwin&field219=support%40wufoo.com&field221=Sally%20Eastwood&field213=Marketing

“Phowahh!” You’re probably thinking. “How did he get there?” At first look, it can be a bit scary, but the breakdown should make it easier.

/def/ - When you edit a URL, you have to start defining the additions with /def/ field217= - This is just the API ID of each field followed by an equals to define what you want the field to say. & - If you’re filling in more than one field, you have to separate each one with &. %40 - Now this is a bit confusing. There are some characters that URL’s aren’t cool with so you have to essentially code them in. %40 will create an @ in the field. %20 - Similarly, you can’t put a space in a URL. So %20 creates that space for you! There’s a bunch of these characters that can’t be used in URL’s and the URL modification help article gives you the cheat for all of them.

Now let’s see the finished product:

Sorted. All we would have to do is send Ryan that modified URL and he could use it every time he wants to fill out the form. Simple as that. And there you have it. Next time you want to prepopulate a form, just throw in some modified URL’s and you’ll be off to the races.


  • 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