Note: Beginning September 3rd, 2015, Wufoo will be upgrading our server infrastructure to enhance system performance and security. Wufoo will upgrade our security certificates so that they are signed with Security Hash Algorithm 2 (SHA-2). Please read on if you use the Wufoo API, Webhooks, or access Wufoo via older technology and browsers.
In our ongoing effort to increase the security of Wufoo and keep up with best practices, Wufoo will be upgrading our security certificates so that they will now be signed with the more secure and industry accepted Security Hash Algorithm 2 (SHA-2). This change will occur and go live on September 3, 2015.
Almost all Wufoo customers and users will be totally unaffected by the change and service will continue as normal. Generally, if you or your users use any of the OS’s or browsers or higher in the following list, you will be unaffected by this change:
- Android 2.3+
- Apple iOS 3.0+
- Blackberry 5.0+
- Linux distributions newer than 2008
- Mac OS X 10.5+
- Windows XP with Service Pack 3
- Windows Vista
- Windows 7
- Windows 8
- Windows 10
- Windows Server 2003 with KB938397
- Chrome 26+
- Firefox 1.5+
- Internet Explorer 6+ (Windows XP with Service Pack 3)
- Konqueror 3.5.6+
- Mozilla 1.4+
- Netscape 7.1+
- Opera 9.0+
- Safari 3+
There are some users who are using older technologies and software and may be affected by increasing the security of our certificates. We strongly advise you to update your technologies to meet the above list to ensure continued and uninterrupted Wufoo service. If you or your users are using the following technologies, access to secure Wufoo forms, the Wufoo API, and even Webhooks will be affected.
- Windows XP without Service Pack 3
- Windows Server 2003 without KB938397
- Linux distributions older than 2008
- Any browser version that is older than listed above.
If you or your users are using these older technologies, your access to secure Wufoo forms, the Wufoo API, and even Webhooks will be affected. In order to keep communications between Wufoo and its customers as secure as possible, we need to update our certificates to be signed by Security Hash Algorithm 2 (SHA-2) which means users on these older technologies will need to update to newer, more modern, and more secure versions to continue to use Wufoo.
You can reference this document for further detailed information about which browsers and operating systems support SHA-2 and which do not support it. If you have further questions or need support, please contact us at Wufoo Support and we’ll do our best to help you out.
When traveling to a foreign country or starting a new hobby, understanding important terms will help to ensure you have a positive experience. Likewise, with Wufoo, knowing a few key phrases will allow you to navigate all of our custom settings and powerful features with ease.
Here’s a comprehensive guide to help you get started. Learning caps on!
The main user on a Wufoo account. Usually this belongs to the person who first made the Wufoo account, and on Gratis and Ad Hoc plans, 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. This is the only user who can make changes to the account’s plan, such as upgrades.
An email which can be sent to one email address entered into an Email field. It can also include a copy of the entry as part of the email body. Often used to provide the person filling out a form with a verification that their entry has been submitted.
Provided shortcuts for additional field styling or functionality. These keywords are used to apply some additional, pre-written CSS, so no knowledge of CSS is necessary. Includes modifications like aligning fields in columns, hiding portions of a multi-part field, or hiding a field from view.
A single submission of a form. When someone clicks “Submit” on a public form, an account user manually creates an entry through the Entry Manager, or an entry is sent via our API, this counts as one entry (regardless of the number of fields on the form). These are stored in the Entry Manager. The number of entries allowed per month will depend on the account’s plan.
Stores a form’s submitted entries, and also allows for the creation of entries for Private forms. Accessed by clicking the Entries button under each form.
The fundamental building block for collecting data through a form. Field type determines what sort of input can be collected. In addition to standard fields (text, number, multiple choice, drop down and checkboxes), Wufoo also provides premade fields for some of the most common data types (Address, Email, Website, etc) that include some basic validation. A form (on a paid plan) can have a maximum of approximately 100 fields, but this varies based on the specific field types.
A collection of fields for collecting information. Can be shared via URL, embedded on external pages, or accessed using the Wufoo API. Many different types of forms can be created, and there are a wide variety of examples in our Template Gallery.
Contains all of an account’s forms, and links to other portions of the account. Sometimes referred to as the “main” page, since it’s the first page you see upon logging in. Under each form, you will find buttons that provide access to the Entry Manager, Rule Builder, Notifications, and other menus for each form.
The area used to create and edit forms by adding/removing fields and updating Field Settings and Form Settings. This is what you’re shown if you click the “Edit” button under a form on the Form Manager.
An email or text message/SMS that can be sent to any address that you predefine in the Notifications Settings, or in the Form Rules section of the Rule Builder. They are usually used to send a copy of an entry to an interested party. For example, on a time-off request form that employees fill out, Notifications can be used to send a copy of each submission to HR for recordkeeping.
A form that can only be accessed through the Wufoo account. A form can be set to “Private” by unchecking the “Public” box next to the form in the Form Manager. The Account Creator (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 accessed or submitted using a public link or embed code.
A form that is similar to a standard Public form, but requires a password in order to view. 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, since people without access to your Wufoo account can still submit entries, but they need the password.
Compilation of entry data from a single form, organized and displayed using Widgets. A report can be further refined by using filters to match only entries meeting certain conditions.
Standardized method of programmatically interacting with Wufoo data such as forms and entries. Useful for creating custom integrations or automating tasks.
Provides various methods of distributing your form. Includes standard form URL, embed codes, Twitter/Facebook, and WordPress options.
Templating is a fancy way of having Wufoo dynamically replace a shortcut phrase with data filled in from the user on your forms.
A customized design for your form. Themes can be customized to adjust fonts, colors, backgrounds, and header logos.
Used to create, edit, or delete a custom theme. Accessed through the Themes button under a form in the Form Manager
Values added to the form URL, which allow fields to be prefilled. Can also be used to modify the form itself, such as turning of HTTPS/SSL for the form.
- 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.
- Additionally, on a Bona Fide or higher plan, 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 as the Account Owner who created the account. A sub-user in Wufoo is assigned permissions to view, create, edit Forms/Reports/Themes/Entries. These users can also be designated as account Admins who have access to create and edit user permissions. Only the Account Owner has access to the plan and billing settings.
A special type of integration option, that allows a form to send an HTTP POST request to a specified URL. This method is often used in various third party integrations.
Charts, graphs, and other display options for a report. Most Widgets visualize data from a specific individual field. Up to 20 widgets can be added to a single report.
Are we missing anything? Something not clear? Let Michael know in the Comments section below!
Whether you’re looking to grow your book club or seeking out fresh volunteers for your nonprofit, Wufoo is a great way to gather data from your audience. Putting a form together is a cinch and fast—you can start collecting that information within a few minutes.
The next big question? What to do with that great new info, especially if you’re trying to use it to drive new leads for your business.
Our friends at OnePageCRM take the complex task of managing leads and using productivity principles, create a to-do list from your leads. With a ton of sales and contact management functionality plus a mobile app to handle leads while you’re on-the-go, it’s quite the powerful solution to ensure you stay on top of your contacts and follow-up opportunities.
OnePageCRM has created an integration with us so you can take new lead information right from your Wufoo form and place it right smack into OnePageCRM. Recently, we joined forces and held a webinar to talk about how to create forms designed to maximize conversions.
Behold the webinar in all its glory here:
For even more information on our integration, mosey on over here.
Questions? Leave ‘em in the Comments section per usual, we check daily.
Hi WuFriends! Ever found yourself wishing you could add and export your personal notes along with entries? You’re in luck because we’re going to go back to the basics with our Admin Only field and show you how to do just that.
Our users make fields Admin Only for a number of different reasons, but here are the top three use cases that we see on a regular basis come through at Support:
Whether you’re at work grading students’ history tests or at your favorite pub scoring teams for trivia night, the Admin Only field is a great space to leave a grade/score.
2. Approval Processes
Add an Admin Only check box to your field to mark and let yourself know if an application/request has been approved.
3. Additional Comments that you’d like to Export
Some of you may be familiar with the Comments feature in the Entry Manager. This feature does work similarly to the Admin Only field. Note: The one difference is that comments can’t be exported along with the entry. Admin Only data will get exported with the entry and will be included in Public reports as well.
To make a field Admin Only, follow these easy steps within the Form Builder:
Once you have data that you want to add into these Admin Only fields, you’ll take the following steps from within the Entry Manager:
A word of caution, form fans! Information in the Admin Only field can’t be pre-filled or pre-populated with URL modifications or default values. If you need a hidden field to submit information along with the entry automatically, you’ll want to use our “hide” CSS keyword instead.
That’s all there is to it. Have fun form-building and of course if you have any questions or comments feel free to let us know below. Cheers!
For even more tips and how-tos, check out the rest of the blog (of course) and our Guides page.
It’s warm out there, form fans. And when warm weather hits, a bunch of us here at Wufoo, try our best to avoid the snacks and burn off those winter calories. So it’s totally appropriate that our latest use case is focused on just that—fitness. And yes, the fitness of your forms plays a part here.
Please welcome Jason Doggett, co-founder and director of the London-based personal fitness business, Muddy Plimsolls, Ltd. based in the United Kindgom. Doggett shares how he takes advantage of Wufoo’s massive form muscle power to strengthen their customers’ overall experience.
As an entrepreneur and small business owner, it’s important to streamline and maximize where I can. I started Muddy Plimsolls, Ltd. with my wife Fiona (that’s her above, training hard) and it’s been a thrill to watch the company grow into what it is today.
Our personal training firm specializes in outdoor fitness training and we’ve been in business since 2008. In our particular line of work, we pride ourselves in combining our, ahem, awesome fitness training alongside our absolutely brilliant customer service in the form of easy-to-use online payments and advance booking systems. This is where Wufoo comes in.
Wufoo forms live and work right alongside Muddy Plimsoll’s customer experience timeline. We start with initial enquiry forms. Either short ‘Call Back’ forms or forms that give leads the opportunity to tell us some more about themselves such as their fitness goals and when/where they would like to have their personal training sessions.
When a new client signs on, they then fill out our Physical Activity Readiness Questionnaire which includes medical questions that must be completed for insurance purposes.
After a new client has completed their first 28-day Training Plan with us, they get a ‘How did we do?’ feedback form. When three months pass, we then ask them to complete a testimonial form. And should a client wish to end their training, they receive another review form about their reasons for leaving.
The most powerful use of Wufoo for us has been in collecting information from leads who contact us. So we put quite a bit of thought into how to design those forms: they must be short enough to complete quickly but in-depth enough for us to know how to best serve this new (potential) customer.
Designing a Wufoo form really makes you think about how the customer is engaging with your company. Because the Theme Designer is so easy to use, we can split test forms to see how each client responds.
If you’re looking for a dynamic, intuitive and elegant way to organize and collect customer leads—implementing online forms are the way to go. Feel free to leave me comments or questions below if you’re looking for additional tips for your own business.
Want to learn more about Muddy Plimsolls, Ltd.? Check out their page here.
For even more tips on creating the best customer lead forms for your business, be sure to check out our Guides page.
Beautiful. Easy to use. Powerful. Sounds scintillating, doesn’t it? We agree. That’s why we’re excited to bring you our newest integration that brings you all of these things and more in the wonderful world of mobile—woolloo.
woolloo is a dynamo of an iPad app that lets your business deliver a rich and engaging experience using consistent messaging right in the moment when a sales decision opportunity exists. Your brand can now be delivered on a reliable and regular basis with the content you control. Sales receive constantly up to date sales aids and marketing can collect critical analytics needed on their end.
Why is all this so crucial for success? Well, marketing and sales teams should be in constant alignment with one another during every step of the sales process. This integration helps ensure that. Ready to dive into more of the lovely details?
With woolloo + Wufoo, you’ll be able to:
To Use This Integration
- Create an account with Wufoo and with woolloo. You can start your 14-day free trial of woolloo here.
- Create a form in Wufoo with the information that you want to capture.
- Log in to Wufoo directly from woolloo and drag in one or more forms to push to your sales team.
Your team can access and complete forms no matter their connectivity state. Submitted forms are sent directly back into Wufoo. Just like we said. Beautiful. Easy to use. Powerful.
Here’s a peek at the integration in action:
Questions for woolloo on this lovely mobile integration? Let us know in the Comments section below!
Interested in integrating with us? Get started today.
We’re right at the beginning of summer (at least here in the Northern Hemisphere, Southern Hemisphere we see you) and the thing that I think of when someone mentions summer is events. Lots and lots of events. And if you’re running or hosting an event, now’s the best time to use Wufoo. Let’s do a quick run down of the top five most popular events and registration form templates and see which one works for you.
1. Workshop Registration
If your company or organization is hosting a workshop to help employees or even customers learn, this is where your train gets off. The Workshop Registration template is the single most popular event and registration template we’ve got. It’s a perfect starting off point for ensuring you receive the most relevant, accurate and current information from your attendees. It has all the staples like name, contact info and food preferences. Bonus because it’s also fully customizable for whatever your workshop needs are so you can include things like preferred breakout sessions, tracks and other things relevant to your unique event.
2. Event Registration Form
Not surprisingly, our second most popular template is the aptly named Event Registration Form. If your event doesn’t quite fit into the confines of the other templates on this list, start with this one and customize, customize, customize. While the sample event in our form template skews a bit more to the nerdy end of the spectrum than most, you’ll find that it serves as a great starting point for your own event.
3. Retreat Registration
The Retreat Registration is the perfect form if you’re hosting say, a team offsite. Your employees can indicate if they’re planning to attend or not, when they’ll arrive, when they’ll leave and if they’re going to be sharing a room or riding solo. It sure as heck beats coordinating all of this via email with each employee, eh?
4. College Application
Our fourth most popular form template is our College Application form. Pretty self-explanatory, this form allows potential students to submit information needed during the college application process in one place. There’s no need for paper applications and you can even use our file upload feature to allow applicants the ability to attach their personal essay for review. This form is also customizable to allow for applications for college classes and other groups. Super cool.
5. Conference Registration Form
The difference between a workshop and a conference? Scale. Conferences are big, big, BIG and they usually require purchase of an event ticker. Using our Conference Registration Form and coupled with any number of our payments partners like Stripe, PayPal, or Authorize.Net, you’ll be able to sell event tickets for your company’s next conference.
BONUS: Event Planner
This event form template is a bit different than the others but that doesn’t mean it’s any less important and useful. The Event Planner form template helps people who are running events coordinate with coworkers to plan and organize an event before the registration process has even started. It’s the perfect way to make sure everyone participates in the planning process and that no detail goes unnoticed. Planning your next event? You should start here.
Do you use Wufoo for your events? Have some tips? Share below!
Hey hey everyone! Today I’m going to let you in on a trick that allows you to customize a message to customers when you want your form to stop accepting new submissions. By default, the closed form message will read like this: Sorry, but this form is no longer accepting submissions.
So the message is accurate but depending on what you’re looking for, maybe a little blah-sounding. What if you want to share a perkier, more personalized (i.e. not bot-like) message to those who try to access your form after it’s already closed? And what if you need to communicate extra information about the event, like whom to contact, or include a link to your site?
- Add a hidden predefined Date field to always show today’s date
- Use Field Rules to hide/show fields based on this Date field
- Use Form Rules to redirect to your website
I’m going to walk through this with my registration form, for the Disruptive Dinos Summer Coding Camp. Yep, that’s right. Dinos are disruptive. It’s a thing.
1. Hidden Predefined Date
Since registration for the camp will close on a certain date, we need a way for the form to recognize the date it is being filled out. This is possible by using a Date field, entering today in the Predefined Date field, and hide in the CSS Keywords field. Here’s what this looks like in the Form Builder:
Enter both of these key words without the quotation marks. today will always select today’s date in the live form. hide will make this field hidden to the user in the live form. Together, these settings make it so the user can’t modify the Date field. Note: I also added a Multiple Choice field, which lets the registrants know that the official registration period is over and asks if they want to be added to a waiting list.
2. Field Rules
Now we’ll create Field Rules based off this hidden date field. If the date is past the cut-off date of June 11, then we want the registration fields to be hidden, to create the appearance of a closed form. So there will be a “hide” field for every registration field on the form. However, if the cut-off date is past, we need the Multiple Choice field to show. So the structure of the field rules will be as follows:
If Date is after 06/11/2015, HIDE/SHOW [field name].
Great! So what does the live form look after June 11? None of the registration fields show, just the Multiple Choice field indicating that the form is closed.
3. Form Rules
Form Rules carry out certain confirmation actions when the entry is submitted. In this case, we’ll use form rules to give more personalized information to those who missed the cut-off registration date. If users select Yes, they’ll be redirected to the summer camp website. If your event doesn’t have its own website, you could also direct to social media such as Facebook or Twitter, a waiting form, or any other link that would provide helpful information. Here’s what this first form rule looks like:
If users select No, we’ll just show a custom confirmation message:
Once you’ve saved all those rules, you’re done! The form will automatically stop accepting new registrations after the date you specify, but users will have a much more personalized experience; they’ll get a clear and explanatory message about why the form is closed and the next steps to follow.
The steps outlined here aren’t limited to just camp registration forms either. It applies to event registration, conference sign-ups, sports tournament sign-ups, the list goes on—any scenario where you need to close the form after a certain date.
We look forward to hearing your thoughts in the comments section below and be sure to visit our Guides page for even more form how-tos.
Want your customers to order multiple amounts of a product, do you? You won’t be able to take a selection and multiply it by a quantity to come up with a total amount owed, so you have to be a bit clever with how you set everything up.
Well, we love to be clever at Wufoo and we’re here to help you be even more—wait for it—clever too. On the face of it, the solution to quantity pricing is reasonably straight forward. You can add a dropdown menu to your form and have the user pick the quantity from the dropdown. Assign different prices to each quantity and Bob’s your father’s brother, you’re done. When you have multiple products with different prices though, things can start to get weird.
So we love pizza (who doesn’t??), so we’ve created an order form for everyone to order their pizza. However, different sizes mean different prices so we can’t apply the same price to every pizza. If we want to order 5 large pizzas and 5 mediums, the prices of those pies must be different.
The first thing we have to do is create a checkbox field which asks the user exactly what they want. Using a checkbox field will allow them to select more than one option, which they may want to do. Once that’s done, we can create a dropdown field for each product that you have. In our case we have three different sizes, so we’ve created three different dropdowns. Those fields will ask the user how much of that product they want.
Check it out:
That all looks very lovely, but if someone doesn’t want a medium pizza, they probably don’t want to see a dropdown that asks how many medium pizzas they would like. To neaten everything up a bit, we can use field rules to only show the fields that correlate to the selection in the checkbox field. If someone only chooses the “Small” option, we only want them to see the dropdown for small pizzas. Those are easy rules to setup.
In our example, they’ll look like this:
Almost there. All that needs to be done is setting the prices to those dropdown fields. When you head over to your payment settings you’ll be able to assign different prices to each field option in your form. Just assign the relevant prices to each field option and you’ll be good to go.
Now our users can pick exactly what pizza size they’d like and also pick how many of each size they’d like. That will come up with a total price that makes sense. You can check out that form here if you want to give it a try or if you just want to dream of the next pizza you’ll eat. This method should outside of a pizza order form as well, so give it a go on your own form!
Questions for our man, Kane? Let him know in the Comments section below. As always, don’t forget about our splendiferous (yep, that’s right) and spiffy Guides page for even more tips and best practice posts.
Greetings, fantastic form friends! We know your forms should not only be functional but they should look beautiful too—whether it’s being filled out on a laptop, desktop, or a smartphone. That’s why I want to share three things to keep in mind when designing a form to be mobile-ready. These tips will help you optimize both your field settings and custom theme.
1. Instructions for User text
As you may know, the Instructions for User text will only show to the right of the field when your mouse hovers over it in the live form. This is a great way to give the user guidance about filling out a particular field, when necessary. However, Instructions for User text may not pop up on the right sidebar of the form correctly on certain mobile devices.
Let’s fix this by using the altInstruct CSS Keyword.
This changes the formatting to make the Instructions to User text appear below the field, rather than as a pop-up— we want to make sure users filling out the form on their phones get those additional instructions.
2. Side by side fields
CSS Keywords allow you to modify other aspects of field layouts as well. One of the more popular uses is to place fields side by side in the form—this gives you more control over the formatting by letting you visually organize certain fields into more distinct categories. Depending on how many side-by-side fields you have, this setting can actually have the opposite effect when viewing the form on mobile devices. Check out how jumbled and messy these fields look in my Exercise Training log on an iPhone. All the fields are still contained within the form width, but it’s not a clean look:
For the most orderly form design on your phone, avoid using the side by side CSS Keywords—leave them for forms primarily viewed from a computer or a device with a larger screen. They’re not necessary to make a phone look great on your phone.
3. Logo size
The default width of a Wufoo form is 640px, but the average width of a mobile phone is much less than that. What does this mean for your form’s custom theme? If you’ve configured the logo to fill the full width of the form, it will get cut off in the live form when viewed on a mobile device. As you can see in the first iteration of my Exercise Training log, only a small portion of the logo image is visible:
First, you’ll need to either choose a smaller image or resize it in an image editing platform like Paint for PCs. When the image is the size you want it, you’ll need to host it publically somewhere on the web. If you don’t already have a file/image hosting account, such as with Dropbox or Google Drive, a go-to/free secure hosting site is httpsimage.com
Once you have uploaded the image to the hosting site, go ahead and grab that URL to use it as your own logo in your theme. But this theme isn’t ready to go just yet—I have one more tip to make this theme completely mobile-ready. In the Background property of the Theme Designer, you can match the header color with the form color. Here you can see I made both the form and header’s background white.
This way, if the logo happens to not take up the full width of your phone’s screen, it won’t look out of place. This looks much better:
And there you have it—hopefully these tips will help alleviate any headaches about how to optimize your forms for mobile. As always, don’t hesitate to reach out to our support team for questions!