The Wufoo Blog

4 Steps to Email Greatness

By Zachary Ralson · June 1st, 2015

As many of you already know (if not, read on!)—when paired with one of our payment integrations, Wufoo is a great way to quickly and simply build a payment form. Let’s look at some of the different types of emails that are tied to your forms and payments, figure out how you can reduce confusion for your customers related to payments and of course, get accurate information to them as well.

First, it’s important to know how your Wufoo form and payment integration work together. When you pair your form with a payment processor, a 4-step flow happens. Behold:

  1. The customer (let’s call her Jane) completes the form. This includes all of the fields she added to the form in our Form Builder.
  2. Jane hits Submit. This sends all of the information from the form to our database where it can be reviewed in the Entry Manager. This also triggers the Confirmation and Notification emails.
  3. She gets to the payment page. Since the payment information is only handled by the integration, this is a separate part of the process.
  4. Jane submits the payment information. It’s processed by the payment integration. A transaction ID is sent from the payment integration to the Entry Manager. Boom—payment receipt is sent out.

Even though Jane experiences all of this as though it’s a single form, you can see there are a number of steps. Emails can be sent out at two different points in this process, so it’s important to make sure the right information gets included in each type of email.

Confirmation Emails – The confirmation email can be set up in Form Settings or Form Rules. It’s the customizable message you can include to be sent to an email address collected on the form. Your form will need to have an email field on it for this to work. The confirmation email is sent out when the form is completed but before payments are submitted.

Since it’s possible for Jane to complete her form and then navigate away from the payment page (thus leaving things unpaid!) it’s usually a good idea to avoid any mention in this email of Jane (the customer) having completed payment. It may even be a good idea to mention that the email doesn’t represent a completed payment, just in case she sees the confirmation before the payment is completed.

Payment Receipt – The receipt is set up in the Payment Settings for your form and is only sent to the customer after a payment is completed. This makes it the email of choice for confirming that payment has been received. Like the confirmation email, the receipt can be sent to an email address collected on the form and you can customize the body of the email to say what you’d like. It also includes the transaction ID and price for that particular payment.

You can even set up your Payment Settings so that a copy of this email is sent to you, too, so you can have an additional record of payment.

Keeping the differences between these two emails in mind should help you and your customers avoid any confusion regarding these emails. As always, thanks for reading and happy form building!

Don’t forget to check out our many diverse (and awesome) integrations to see what serves your business needs best and our helpful (and gorgeous) Guides page.


Make Your Contact Us & Mailing List Forms Even More Effective

By Johan Lieu · May 26th, 2015

One of the most popular uses we’ve seen for Wufoo has been as a lead generation form on a business website, like setting up a Contact Us form or a Mailing List sign up form to allow users and potential customers the ability to indicate that they’d like to receive more information about your product or service.

It’s a great way for customers to show that they have some interest in your business and it’s a great way for Wufoo users to automate the process instead of handling everything manually. Remember, Wufoo is here to make your life easier. Today, I’m going to outline some steps you should take to make your lead gen forms even better and more effective.

1. Only Ask For Pertinent Info On Your Lead Gen Form

This is one of those rules that everyone knows about but in practice, very few people follow. Everyone is super busy and if a potential customer sees a form that has a ton of fields to fill out, chances are they aren’t going to fill it out.

So the first order of business is to take a step back and figure out what information you really need your potential customer to fill out for you to do your job (e.g. follow up with them). And if you really, really, think about it, the list is pretty short. And I bet it looks something like this:

  1. Name (First and Last since that helps make your form look professional).
  2. Email Address (so, you know, you can email them).

And that’s it. Yes really. Okay, so maybe your company is different and you need other information like a phone number, how much of your product the person is interested in, etc. But I’d caution you to really think through each and every additional field you add to your form since it’s been shown that each additional field on your form decreases your conversion rate. And since we’re talking about a lead gen form here, you want as many people as possible to fill out your form. So, keep it simple and keep it pertinent.

2. Send Your Potential Customer A Confirmation Email

confirmation-email-settings

The next thing you’ll want to do is to send your potential customer a confirmation email letting them know that you received their inquiry and that you’ll be reaching out in person shortly. The main reason to send a confirmation email is to make sure that your customer feels like they received a quick response from you and that you’re on top of things. The last thing you want your customer to feel is that you’re slow to respond to their needs. And the best thing about using Wufoo to send a confirmation email is that it’s done automatically for you, so its another thing you don’t need to worry about.

You can find out how to setup a confirmation email in our Help Documentation, as well as some other tips on how to customize your confirmation email based on rules and a quick overview of emails Wufoo sends.

3. Integrate Your Form With MailChimp, Campaign Monitor, Or Another Email Service

Finally, the last thing you want to make sure you do is integrate your lead gen form with MailChimp, Campaign Monitor, or some other email list service. By directly integrating with MailChimp or Campaign Monitor or using a service like Zapier to integrate with your email list service of choice, you’re really doing two things here.

First, instead of manually aggregating all of your potential leads via email or a spreadsheet, you’re automatically collecting it in these services which makes it infinity easier to manage at a later date. Second, you’re building a mailing list of users who indicated they were interested in your product and services so whenever you decide to expand your product offering or service, you have a built in distribution list to notify and let them know about your new developments. You don’t need to build the list from scratch each time and manage all of the unsubscribe functionality for you. Just another thing you don’t have to worry about and another way to automate your business using Wufoo.


These small tweaks to your lead gen forms all add up to a form that a) is easier to complete, increasing conversions, b) shows your customers that you’re responsive and on the ball, and c) helps you build up a mailing list of interested customers to help your business grow. And best of all, it cuts down on manual work since Wufoo does all the heavy lifting to automate the work for you.


How to Use Filters for Smarter Reporting

By Joss Unzicker · May 9th, 2015

Hi Form-Friends! We all know how important it can to be to break down your data and get more specific insights from your forms. Our filtering tool in the Report Builder enables you to visualize how a specific group of respondents answered fields in your form. Additionally, it makes it easy for you to grab data lists and export to Google Sheets, Excel or CSV files.

Filtering data can come in handy for many different Wufoo use-cases, but a couple of more common ones that that come to mind for me are:

  • Pulling lists from event registration forms that have multiple days or types of events
  • Narrowing down how a specific demographic of respondents answered certain questions in a survey
  • Grabbing data from a specific time period on continuously running forms
  • To get started with filters, you’ll want to head over to the Report Manager by clicking the Reports tab at the top of your account. From there you can click to create New Report! in the top right.

    Once you’re inside the builder. you can name and give your report a description in the Report Settings tab at the top. if you’d like to be able to grab easy exports from your report at any time, you’ll want to tick that box next to Allow User to Export Data as well.

    Here’s where we get to the fun part. Once you’ve named your report click on the Select Data tab in yellow at the top. Here’s what the default looks like:

    From the second drop-down, select the form that you want to filter. From the first drop-down, click on Selected Entries. This will expand out and allow you to create filters galore.

    Say you want to gain insight about how newer customers feel about your product. You could generate a filer that reads something like “Use Selected Entries from Customer Satisfaction Survey that match all of the following conditions: How long have you used our Product/Service is equal to Less than a month”.

    When setting up your filter you’re able to use any of the fields in your form design with the following conditions:

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

    Don’t forget that when entering your answer option into the filter you’ll always want to type out exactly what you have listed on the form design or else the filter won’t work or come out the way you want it to.

    There are also a couple of situations that may not be as intuitive when setting up your filter:

    1) If you’d like to use multiple conditions in your filter, you can definitely do so! To add another condition just click that green + button next to the first condition on the right.

    Keep in mind, though, that our filters can’t get too complex. You can set them up so that the filter applies to every condition by selecting “ALL” in the third drop down (as if AND appeared between each of the conditions) and you can also choose to set them up so that the filter applies to Any condition (as if OR appeared between any of the conditions). Having said that, we don’t have a way to combine these two attributes. In other words you couldn’t create a filter that reads something like this. “If field 1 equals 1 AND field 2 equals 2 OR if field 3 equals 3.”

    2) If you’re filtering by number of stars provided in a rating field, you’ll need to use a numeral to represent the stars

    3) If you’re filtering by a checkbox option, you’ll need to use the label of the checkbox to filter. For example: the filter should appear something like “Bachelor’s degree is equal to Bachelor’s degree. In other words, it can be a bit redundant because the label will appear the same as the answer option.

    Note: your filters will not apply to number widgets.

    Once you’ve created a filter, you can go ahead and move onto the Add Widgets tab to select the widgets of your choice. You can then define the field for each of the widgets that you add in the final Widget Settings tab at the top. After saving your form, you’ll have a beautiful filtered set of data to take a look at. You can check out my example here.

    Keep in mind—If you don’t need the visualizations that the report builder’s charts and graphs offer, then it may be worth simply filtering your results in the Entry Manager and exporting the data to list form from there. Our friend Zachary walks us through that here.

    That’s all there is to it, friends! Of course, if you do have questions let us know below.


    How to Use CSS to Customize Logos, Error Messages and More

    By Kane Stanley · May 9th, 2015

    Back again for another installment in our CSS Tips ‘n Tricks how-to series! In the last CSS tutorial we changed the images on our form with the :hover selector, and today we’re going to focus on a few other really simple tricks to make your form look that much nicer using CSS.

    First, we’ll go through the Error messages. If your users are filling out your form and they do something wrong like forget to fill out a required field, then we’ll throw them an error that tells them that they’ve run into errors and shows them where those errors are. While it’s not possible to change what the error messages actually say, you can change how they look. If we go back to our lovely form that we’ve been building so far and forget to fill out the required field, we’ll get an error that looks like this:

    There’s absolutely nothing wrong with that. It definitely draws attention to the errors that have been made and where they have been made. What if you want to change it around a bit though? Custom CSS would be the way to go. If you inspect the element of that page and view the error messages, you can find the selectors needed.

    We’re going to change the Top message so there’s no border and it’s a tad bit smaller. To do that, we’ll see that the top error message uses the ID: “errorLi”, so we’ll need to use #errorLi in the CSS rule. Since I’m a big fan of rounded corners, we’ll also put a rounded corner on the border around the word “highlighted.” That will be done with form li.error. In addition, we’re going to put a border around the highlighted field and change the colour. This will change the colour of the background around “highlighted” as well to keep things consistent. Sounds like a lot, but there’s not much CSS needed.

    Here it is:

    Not too much going on here. We’ve wiped our hands of the border and taken out the padding for good measure. If you notice we’ve also added !important to the background colour of the error message. This is because the original also uses !important and would override our CSS if we didn’t add that in there.

    Now, I don’t want a logo in my form, but if I choose not to have one the charcoal header is still there in place. I’d like it to all be the same colour of my background, which is white. Sticking with some simple background-color changes, I can do that by targeting the Logo with #logo a.

    That will just change the background colour of your logo to white. This is also nifty if you have a smaller logo in your form and you want to erase that charcoal background that takes up the rest of the header.

    Finally, I want to center the title of my form. It’s all well and good over in the left like it is right now, but I think it would be a bit cooler if it was centered. This is some of the easiest CSS you can use, but centering things makes everything look fantastic. The title will use the ID: “header”, so we’ll want to use #header.

    Now let’s have a look at what those changes have done to our form:

    Lovely jubbily. We’ve still hit an error for not filling out that field, but that border at the top of the page has been removed, the colors have changed as well as the nice rounding of the borders in the bottom error. There’s no charcoal at the top of the page and the title of the form is centered to make everything look wonderful. This form is really coming along!

    For even more CSS know-how, check out Kane’s other blogs and be sure to visit Wufoo’s Guides page.


    Celebrating Our Main Monkey, Dave Goldberg

    By Kayte Korwitts · May 7th, 2015

    All of us here at Wufoo are stunned and saddened by the sudden and tragic loss of Dave Goldberg, our Main Monkey. Dave was an amazing, inspiring leader with a huge heart. He will be greatly missed.

    If you’d like to take a moment to get to know Dave, please read this post by our SurveyMonkey family. We appreciate your kind words and continued support during this difficult time.


    How to Make Your Facebook Form Official — Embed It!

    By Kane Stanley · April 22nd, 2015

    There are so many ways that you can get your form out there for people to see. We can even create a Facebook post with a link to your form all there for you so you don’t have to do it yourself. Pretty nifty stuff, but what if you want to embed the form onto your Facebook page? You could try grabbing our embed code and chucking that in a post, but you’d soon find out that Facebook isn’t really cool with that and it won’t work. You have to take a different approach, which happens to be pretty easy to do. Let’s go through how to embed your form into your Facebook page.

    1. Install the Static HTML: iframe tabs app: Don’t worry, you won’t get a static shock or frizzy hair when you do this. Just head over to this link and you’ll be able to install the Static HTML: iframe tabs app. It’ll look a bit like this:

      You can choose the page that you’d like to embed your form on and that will add the app to the specific page. We’ll come back to that in a jiffy.

    2. Copy the embed code of your form: Not sure how to that? No problem. Just click the Forms tab at the top of your page and then click the Share tab on your form. That will take you the Share section. Scroll down about halfway and you’ll see the embed code. It’ll look a bit like this:

    3. Paste that code into the Static HTML app: Almost there. All you have to do now is go to your Facebook page. Once you’re there, you’ll see an app that says Welcome.

      If you give that a click you’ll open the app. Paste in that code that you just copied and click the Save & Publish tab at the top of the page. It will look a bit like this:

    Now if you view your page, your form will be there ready to fill out. Pretty simple stuff that will allow you to embed your form directly into your Facebook page.

    Enjoy it and as always, let us know if you have questions below!

    Even more questions? Fear not. Check out our comprehensive Guides page—-wisdom will be yours.


    Magi Metrics and Wufoo — Now Compatible with Google Sheets

    By Milo Spencer Harper · April 14th, 2015

    About a year ago, Magi Metrics built a Microsoft Excel plugin that made it super easy to import your Wufoo data into Excel. “It’s amazing!”, we heard you say. But amongst the celebrations, there were howls of dissent. “It doesn’t work on Mac!” “What about Google Sheets?”

    Well, we heard you! And we’re proud to announce, yep, a Google Sheets version. It works on Windows, on Mac and anything with an internet connection.

    To Use This Integration

    1. Head on over to Magi Metrics and hit the Signup button to get a 7 day free trial.

    2. Choose Wufoo and then enter your Wufoo username and password.

    3. Click Magi Metrics for Google Sheets to visit the Google Sheets add-on store.

    4. Once installed, Magi Metrics will appear in all your Google Sheets documents under Add-ons > Magi Metrics > Start.

    Here’s a peek.

    And that’s all there is to it. Just select the Wufoo form you want from the list and hit Insert data. The next time you do it, you can just press Refresh to get the latest results from your Wufoo forms.

    If you’d like some help, just contact us or visit our Support section. Happy downloading!

    Milo Spencer-Harper is the founder of Magi Metrics

    Ready to integrate with Wufoo? Click here to get started.


    WEBINAR: Zapier and Wufoo Dynamic Demo

    By Michael Lim · April 9th, 2015

    So you already know that Wufoo is well, pretty darn great at making it easy to collect information online buuuut, that’s just part of the Big Picture. Once you’ve got all those shiny new entries, you probably want to do something with the data, right? Whether you’re looking to build up your email marketing list, collect some new sales leads, or just export the entries into an online spreadsheet for later, Zapier is the way to go.

    It’s no secret we’re big fans of Zapier here at Wufoo (and vice versa), but for users not in the know, here’s a quick rundown. Zapier connects a ton of apps together, allowing you to integrate the services you use without a single line of custom code. By automating these connections, Zapier helps you save the time and money that you would have to spend to build the integration yourself, or to hire a developer.

    Wufoo + Zapier is such a dynamic duo that we recently co-hosted a webinar to help spread the word. Here are just a few things we covered: - Why you might want to automate a connection between Wufoo and your email marketing, project managment systems, or chat programs - Creating new integrations with Google Spreadsheets, Emma, and Trello - Setting up a Zapier trigger to automate a new integration - How to use filters in Zapier for advanced logic like our Rule Builder

    If you have any suggestions or requests for future guides on using Wufoo and Zapier together, let us know in the Comments below!

    Don’t forget to check out our comprehensive and handy Guides page to help you do even more awesome things with your forms.


    Top 5 Customer Feedback and Satisfaction Form Templates and Why You Should Use Them

    By Johan Lieu · March 31st, 2015

    If you’re using Wufoo to run your business, you’re already familiar with how much time Wufoo saves you, how easy it is to set up, and how you can use Wufoo to sell digital and real products by accepting payments online. What you might not be familiar with is how you can use Wufoo to receive feedback from your customers to help you improve your business, get more customers, and ultimately increase your sales. If anything, you’ll gain real insight on how your customers perceive you and your business and what you can do to make your business better and easier to use.

    Customer Satisfaction Survey

    We’ll start off with the most general and basic of all the customer feedback forms, the Customer Satisfaction Survey. Using our form template, you’ll get the basics of a great customer satisfaction form and from there you can customize it to fit your specific product or service.

    Best Times To Use This Form:

    • Right after someone has placed a complete purchase through your form. You can even place a link on the confirmation page of your form.
    • If you’re using an email service like MailChimp or Campaign Monitor to communicate to your customers, you can reach out to your customer base periodically to get a read on your customer’s base level of satisfaction. Do it a couple of times and you’ll get an idea if you’re improving your service!

    Consumer Demographic Survey

    The Consumer Demographic Survey is best used when you’re looking to get an idea of who your customers are. This survey lets you figure out the demographics of your customer base. With that information, you’ll be able to tailor your messaging or even product offerings to better match who your customers really are.

    Best Times To Use This Form:

    • Planning to change your products or services? Use this form to figure out who your customer base is.
    • Need to know the demographics of your customer base? Update your email marketing or advertisements to better suit your current customers? This form’s for you.
    • Use the negation in your results to find business opportunities. Find out who your customers aren’t and you’ll be able to find a new segment of users to go after to make them your customers.

    Market Research Survey

    The Market Research Survey is the next logical step to take once you’ve determined your customer satisfaction and their demographics. With the information gleaned from those two forms, you’ve probably got a good idea of what new products or services you want to get into. Now is the best time to use this form to get some more information about the new product line or service to make sure it’s a success out of the gate.

    Best Times To Use This Form:

    • If you’re in the process of offering a new product or service and want to get an idea of what you should charge for it.
    • You are thinking about offering a new product or service and want to know if it’s worthwhile to spend the time developing it.

    Customer Service Survey

    The Customer Service Survey is pretty self-explanatory. As you know, we work very hard to offer top notch customer service and support and we use a similar survey once a customer has received an answer from us. It’s a really, really invaluable tool to get an idea of how effective our customer support is, what is working, and more importantly, what isn’t working. We use the results from this survey to keep an eye on our customer support efficacy and make sure it’s top notch.

    Best Times To Use This Form:

    • After a customer contacts you for some help, you should send them this survey to get their immediate feelings about the level of support.
    • If you’re looking to offer awesome customer support and create loyal customers. Like Wufoo. Just saying.

    Net Promoter ® Score Survey

    The granddaddy of them all, the Net Promoter ® Score Survey. It’s so official, we needed to circle-r it. Basically, the survey asks one question and your customer gives a score between 0-10. 9-10’s are your loyal enthusiasts (you want these), 7-8’s are satisfied customers (good but could be swayed to competitors), and 0-6’s are your detractors (basically unhappy customers).

    Do some math based off the answers and you have your NPS® score which is an indication of how loyal your customers are. It’s not an end all be all tool but coupled with the above forms and surveys, it becomes another data point for you to determine how satisfied and happy your customers are.

    Best Times To Use This Form:

    • When a customer cancels a product or service, it’s useful to use this form to get a quick idea of their general happiness.
    • Use NPS when you feel your customers don’t have a lot of time to answer a survey but you want to receive some feedback.

    Armed with these five customer feedback and satisfaction form templates you’ll be able to start getting insightful and useful feedback and notes from your customers. And if you use that information to make your products or services better, you’ll soon find that happy customers usually means more customers!

    Have some tips you’d like to share about obtaining customer feedback? Share below and let us know!


    How to Allow (Other) Options

    By Zachary Ralson · March 30th, 2015

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

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

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

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

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

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

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

    Here’s how:

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

    Add a Price field underneath

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

    Assign prices in the Payment Settings

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

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


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

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