Well, that was fast. Before we all dive head first into 2014, let’s hit the Pause button for a sec and take a look back at our great 2013 by highlighting four pretty big changes in the world of Wufoo.
Wufoo Integrates With Braintree
Starting the year off right on the heels of our Stripe payment integration, we announced our latest partner in payments—Braintree. One of our first payment integrations that offered support for a wide variety of international currencies, we were really excited that the ability to accept international currencies is now a reality.
Don’t forget—that was just one of many new integrations that we announced in 2013 so be sure to check ‘em all out in the blog and here if you haven’t already.
Five Star Rating Field
We finally were able to launch a field type that’s been requested a crap-ton (yeah, I’m pretty sure that’s a unit of measurement in the Imperial System) by you form fans over the years—the highly vaunted Five Star Rating Field Type. We were thrilled to see this field type in action, whether to simplify the process of filling out feedback forms or to make product reviews as easy as selecting a couple of stars.
Our team worked hard on the front end implementation side of the Five Star Rating Field Type to make sure it was silky smooth and as super responsive to user interaction and we nailed it. We’ve got even more enhancements to this field type coming soon, so keep an eye out.
Enabled SSL/HTTPS By Default For All Accounts
Another major change that we implemented this year was to enable SSL/HTTPS for all forms and all accounts by default. In a year where awareness about security and information safety has been heightened, we realized that security is an important issue for all of our customers. All forms on all accounts are now HTTPS/SSL enabled by default. It’s something we feel strongly about and wanted to make sure all of our customers’ and users’ information is safe and secure.
Wufoo Integrates With Dropbox
Finally…the biggie. After posting a blog post about our caffeine-fueled/addled Hackathon in which we came up with some pretty cool but hacky features, you guys came out in force and let us know that you wanted these features. Now.
So we took the dino by the horns and created an integration with Dropbox. After wrestling with the integration for a bit and ensuring that it hit our very high standards, we were very happy to announce our Dropbox integration in December.
The response has been wild, with Dropbox quickly becoming one of the most popular Wufoo integrations. We’re still looking to tweak and optimize the Dropbox integration, so the work continues.
2013 was a crazy, wild, and immensely rewarding year for us and we’re extremely grateful to have all of you as customers. All of us here at Wufoo wake up each morning looking to make Wufoo a little bit better, a bit more fun, a bit more delightful, and whole lot more useful for you, our customers. 2014 is shaping up to be even better. We can’t wait to show you what we’ve been working on.
Thanks for a great 2013 from all of us here at Wufoo and here’s to 2014!
You might remember our sneak peek blog post from our previous Hackathon where we talked about some of the projects our engineers worked on whilst operating solely on hopes, dreams, and caffeine. One of the projects from that Hackathon was named WuBox which was a quick and dirty integration with Dropbox.
We devoted some time (a lot of this) and effort (even more of this) to really polish that integration to a level we thought our Wufoo customers came to expect and deserve. We’ve integrated with one of the most popular cloud storage companies in Dropbox and we’re ready to announce that you can now integrate your Dropbox account with your Wufoo forms. Files that are uploaded to your form can now be sent automatically to a folder within your Dropbox account.
But first, a little Celebration:
Setting Up The Integration
To get started with the Dropbox integration, you need to have a paid Wufoo account, on an Ad Hoc plan or higher. To add the Dropbox integration just head over to the Notification Settings for a form that is collecting file uploads. Select Dropbox from the drop down menu of integration partners and click “Add Integration”.
We’re using OAuth to authenticate you and your Dropbox account (similar to what we’ve updated Campaign Monitor and MailChimp with last week) so to connect, click the “Connect to Dropbox” button.
A new window will appear asking you to log in to your Dropbox account and grant Wufoo permission to access your files. Don’t worry, this is normal and we only need access to your Dropbox account so we can automatically upload files to your Dropbox account from your forms.
Note: If you are having problems connecting to Dropbox or don’t see a new window appear, you’ll need to allow pop ups for Wufoo.com so that the Dropbox log in window will appear.
After you grant Wufoo permission to access your Dropbox account you’ll be taken back to the Notification Settings screen where you’ll see the Dropbox integration options have changed. From here, you can select a folder within the top level of your Dropbox account (think /Dropbox/Folder) that you’d like file uploads to be placed.
Tip: To make it easier to discern files from different forms, we suggest creating a separate folder in your top level Dropbox folder for each of your forms. Like, /Dropbox/Job_Applications and /Dropbox/Client_Assets for two different forms.
Just select the folder in the drop down menu where you’d like file uploads on your form to be placed, click the “Save” button. The panel will update showing you what Dropbox account is associated with this form and in what folder files will be placed. Now whenever a user uploads a file to this form, the form will be uploaded to your Dropbox account instead of being stored within Wufoo.
Entry Manager & File Names
Since files uploaded to a form with Dropbox integration changes the behavior of files considerably (Wufoo no longer keeps a copy of the file and instead places it within your Dropbox account) we’ve had to modify the behavior of the Entry Manager slightly.
As you can see in the above screenshot, a user uploaded a file to my form and I’m looking at the entry within the Entry Manager. Normally, we’d provide a link to the file here, but since I’ve integrated with Dropbox, we now display a line of copy informing me that the file has been moved to Dropbox and is located in the “/Wufoo” folder.
Meanwhile, over at my Dropbox account, you can see that the file that was uploaded to my form is now located in my Dropbox/Wufoo folder (like magic!).
You can also see that the file name is different than in the previous screenshot. We’ve prefixed the file name of the uploaded file with the entry number of the corresponding entry for your form. In this case, I can easily see that this file is associated with the first entry on my form since the file name is now, entry-1-img_0207.jpg. This will allow you to easily identify which files are associated with which form entry.
We’re totally stoked to finally be able to release this integration for Wufoo customers. The use cases are practically endless (your clients can upload their design assets to you directly, employment applications can seamlessly send resumes to your shared HR Dropbox account, etc.) and we’re sure we’re missing some. If you’ve got a great use case for using Dropbox with your Wufoo forms, let us know in the comments below. In the following weeks, we’ll be posting more about the different things you can use Dropbox for and we’d love to share your implementations.
If you need more detail or help, please visit the Dropbox integration documentation.
Thanks and we hope you’re as excited as we are about Wufoo’s new Dropbox integration.
Hey there, API Key. You got a minute to talk? Yeah, it’s kind of serious. You should probably sit down. So we’ve been thinking about this a long time and well, see, we’ve been together a while now and things were really awesome at the beginning. Like, super good.
But we think it’s time to move on. We’ve found someone new and their name is OAuth. No, stop crying, it’s not you, it’s us. Hey, if it makes you feel any better, we can still be friends!
Oh, wow, you were there the whole time? Awkward. Well, this is as good a time as any to let you know. You might have recently noticed a slight change in the way that you setup Campaign Monitor and MailChimp integrations for your form. Namely, you no longer need API Keys! Now it’s easier than ever to connect and integrate your forms with Campaign Monitor and MailChimp.
To add a Campaign Monitor integration to your form, simply click the “Connect to Campaign Monitor” button. A window will open which asks you to log in to your Campaign Monitor account to authenticate you. Log in, give Wufoo access to your account, and boom, connected.
Adding a MailChimp integration to your form is even easier. Same as before, click the “Connect to MailChimp” button and a window will open which asks you to log in to your MailChimp account to authenticate you. Log in and boom, you’re connected. No need to give permissions.
From there, all functionality for both integrations is unchanged. So if you’re familiar with Campaign Monitor or MailChimp, you’re set. Want more information on how to set up these integrations? Check out our help documentation for Campaign Monitor and MailChimp.
I Have An Existing Campaign Monitor or MailChimp Integration
No worries! If you’ve already got a Campaign Monitor or MailChimp integration for your form using the previous API Key method, your integration will continue to work. You can continue to update your settings like before and its business as usual. If you create a new Campaign Monitor or MailChimp integration, it will use the snazzy new OAuth method as described above.
As always we’ll continue to update our integrations to make them more robust and feature rich. If you’ve got feedback or suggestions on what we should improve, please let us know below in the comments!
If there are people within your company or organization that you’d like to give access to your Wufoo account so they can make their own easy to use forms, we’ve got you covered. If you have a paid Wufoo account on a Bona Fide or higher account, you can create users that can access your account. In this post, we’ll go through how to create a user in your account.
Heads up: The Back to Basics series are aimed at newer Wufoo users who want to take full advantage of all the features of their mighty Wufoo accounts. If you’re a Wufoo Veteran (congrats!) then this might not be for you. And if you want more Tips & Tricks, check out this archive.
I Fight For The Users. So Let’s Make A User.
To create a user, simply navigate by clicking the Users tab in the top nav of your account, which brings you to the User Management page. From here, you’ll be able to see all the users in your account, and their permissions.
To create a user, hit the “New User!” button which will bring up the “New User Creation” modal. Here, you’ll input your user’s name and email address for the new user you’re creating. Click “Create User” and boom, your user is created!
There are some special notes about creating a user:
- The email address you input when creating a user will be the email address the user will use to login to your account.
- The user will receive an email notification letting them know that you’ve created a user in your account for them.
- The user will also receive a link which they have to use to log in with. This is especially important. Users that you create in your account cannot log in through the normal process on www.wufoo.com. They have to log in through the provided link, which is similar to this example link: https://youraccountname.wufoo.com/login/.
You May, You May Not. Let’s Give Permissions To Our User.
The next thing to do is to setup the permissions for your new user. By default, when you create a new user, the user has no permissions set up and can’t do much in your Wufoo account. The new user can log in but can’t create or edit any forms, reports, or themes. Not very useful! But fret not, this is where permissions come in.
With permissions, you can allow your new user the ability to create new forms, reports, or themes. To do so, you just need to select your new user, and select which permissions you’d like to give them in the top right module of the User Management page titled, “This User Can Do the Following”. Simply select what you’d like your new user to be able to create (forms, reports, themes) and you’re set.
If you have existing forms that you’d like your new user to have access to, you can do that too! To do so, simply select your new user, and in the module in the bottom right of the User Management page titled, “This User Can Access”, click the button, “Add Permissions”.
This will display a dialog box which from where you’ll be able to select the forms, reports, and themes you’d like your new user to be able to access. Select the permissions you want to grant, and click Save Permissions. Your new user’s access permissions will automatically update to reflect the permissions you’ve granted.
You’ve done it! You’ve created a new user in your Wufoo account and setup permissions for your new user, granting them access to create new forms, reports, and themes, and even giving them access to forms you’ve already created. Good job! If you’ve got any questions or have some tips on how you manage your users, comment below and let us know!
This is a warning to anyone who is still using Google Checkout as the payment gateway for your Wufoo form! As they previously announced, Google will be closing down the Google Checkout payment gateway.
After Wednesday, November 20th, you’ll no longer be able to accept payments through your Wufoo form into your Google Checkout account.
Before that happens, you’ll want to switch over any of your forms that are currently using Google Checkout, and connect them to one of our other great payment gateway options. Here are a few of our suggestions:
If you’re in the United States, we recommend Stripe. They have a super-easy signup process that will get you up and running in minutes.
Another benefit for using Stripe over Google Checkout is that your form will use the integrated Wufoo payment page. So if you have your Wufoo form embedded in your own page, your customers will stay right on your website when paying, rather than getting redirected to a third-party site.
Check out our blog post about Stripe for more information about how to connect your Wufoo form to Stripe.
If you’re in Australia, Canada, Europe, or the United States, then Braintree might be a good option for you. Check out our blog post about Braintree to learn more about your options with them.
As with Stripe, when you use Braintree with your Wufoo form, your customers will pay on an additional payment page of your Wufoo form, rather than being redirected to a third-party site.
Find out more about Braintree or sign up at the Braintree website.
We have several other payment gateway options including PayPal and Chargify, listed in our Payment Settings help article.
And of course if you have any questions about your Wufoo payment settings or how to switch your form over to a new payment gateway, please don’t hesitate to reach out to us.
Ever find yourself in a situation where you’ve created a form and want the Notification emails to send to different people based on a particular field choice? Or wanting to send your respondents a custom email based on their submitted answers? In this round of Tips & Tricks we’ll go more in depth on how to achieve this and more with the Form Rules feature available to our paid plans!
A common example of using the form rules to send notification emails is to direct the notifications to specific departments or supervisors within an organization. In our demo example, we’re going to provide our respondents the option of choosing to direct their entry to a specific team member at the booming startup, YourDomain.com.
With the form built it’s time to head over to the Rule Builder. You can access the Rule Builder for each form in your account by clicking the Rules button of the form row from the main Form Manager view.
Once in the Rule Builder section, we’ll click on the Form Rules tab, and then get down to business. Here is where we’ll create a separate rule for each of the choices available within our drop down field. In each rule, we’ll also choose the option to Send Email, select our email type, as well as define the address to send the notification email too.
A good thing to keep in mind? It’s possible to send these notification emails to more than one address at a time. You’ll just need to separate each additional email address with a comma. Check it out:
Confirmation emails are the messages that are sent back to your respondents once they submit an entry to your form. To set these up, all that’s required is that your form have an email field (naturally!). Once that’s established, you’ll have the confirmation option available from the email type drop-down.
At the illustrious YourDomain.com, John B. Smith handles support requests while John Q. Smith is Lead Feline Supervisor. With respect to that, we’re going to configure custom confirmation emails based on our drop-down field and their roles.
You’ll notice that within the Confirmation Messages we used our Templating feature for added personalization.
In every confirmation message setup box (as well as within the confirmation message features) you’ll find hyperlinks that lead directly to both the Templating Help Center page, as well as a link that goes directly to the API Information page for your form.
It’s in this second link where you’ll be able to find the field IDs for your form so you can call back the value entered by your respondents. In this case we’re calling out the First Name field in order to address our form users directly.
Super Special Notes
When a Form Rule is triggered to send a Notification and/or Confirmation email, they will overrule any settings within the Form Settings tab of the Builder, or the Notification Settings page respectively. Keeping this in mind, if you want all notification emails to go to a standard address as well as a variable address you’ll add it to the rule as shown above.
Also, with each submission only a single rule of each email type can be activated at a time. What does this mean exactly? If you have more than one form rule and an entry satisfies more than one of those rules, then Wufoo will send the Notification Email only to the very last Notification Email rule that meets the condition.
And there you have it!
I hope this cannon ball into the Form Rules feature serves you well, form friends. If you’ve any feedback, please feel free to leave a comment below. For any questions, be sure to reach out to us and say howdy!
Until next time…
We were so impressed with the way that CardSox had integrated Wufoo forms into their site, from product selection, to checkout, and soon even post-purchase customer surveys, that we wanted them to share their experience with the entire Wufoo community.
Picture this. Your company has decided to send you—lucky, hardworking, charismatic you—to Fill in the Blank’s Very Important Annual Conference to represent them. You just gave a presentation to an auditorium full of your business peers and you rocked it. Congrats.
Now it’s time for possibly the most important part of your conference visit—Meet ‘n greet/Networking time! Other than your firm handshake, witty banter and snappy outfit, how can you ensure that you’re leaving potential customers and partners with the best impression of you and your company?
Enter the personalized, custom business card. Many companies, organizations, small businesses and of course entrepreneurs and freelancers understand the value of a well-designed, thoughtful piece of pocket-sized paper. You know the saying, “Leave ‘em wanting more”? The business card is a great way to do that and help grow your contact list and increase business. So how do you go about getting one of these yourself?
Allow us to introduce you to Tyrell Liddell. Liddell is the founder of CardSox—an online company that specializes in custom business cards. He’s here to talk about how Wufoo helps his company’s engines chug along.
I’ve been in the print industry for five years, beginning with a sign company in Southern California. Since then, I’ve learned that there are two types of print customers—those looking for the most affordable prices and those who want the best they can afford.
For this reason, I founded CardSox for the customer who wants the best, and would like to leave an awesome impression on everyone who holds their business card. CardSox specializes in premium business cards and we currently have nine products. Our most popular custom choice? The Square Business Cards with Silk Laminate and Spot UV. CardSox is the easiest way to order custom business cards. Overall, my job is to make sure visitors don’t get lost in the order process, and insure that customers are happy with their product.
In order to do business, we have to use Wufoo. We’re using Wufoo to collect payments and send artwork proofs. They’ve really made it easy for us to connect our Stripe account with our product forms.
After an order is placed, the customer receives a proof and then all we have to do is wait for their approval.
Our order forms can get pretty intricate really fast between the form rules and assigning prices. However, once completed I just duplicate it for the next product. Wufoo has greatly improved our workflow. Back in our dark pre-Wufoo days, we had to send emails back and forth to customers until their proof was approved. Not only was this time-consuming and tedious, it was difficult for us to keep track of revisions and of new file uploads. We were also tied to relying on spreadsheets to manually track our customer flow. But now? We receive an alert when the order is placed, and then another when the artwork is approved. With the time that we save, we can focus on making our products even better for our customers.
Last but not least, we’re setting up a campaign to send out a form with Wufoo’s new Five Star Rating feature—so cool. Everyone who receives our product sample pack will receive a link to a form asking them to rate the products. This will help us receive feedback for all our products and not just the ones they buy.
I love how easy it is to use Wufoo and it’s fun too. Seriously. Making our lives easier here at CardSox, getting even more time to be productive and creative—what else is more fun for a small business owner?
Need some snazzy cards? Be sure to check out CardSox and leave your questions for us in the Comments section below!
We’re all about making life easier for our customers here at SpotHero and specifically for the daily driver. Our website and mobile app help drivers find, compare and reserve guaranteed parking at discount prices near stadiums, tourist attractions, hotels, theaters and downtown office buildings all over the country. Launched back in 2011 in order to solve Chicago parking problems, SpotHero is now focused on solving New York parking and Washington, DC parking problems next.
You can also find our services in Baltimore, Boston, Milwaukee and Newark. In order for us to make sure each new city launch is more successful than the next, and to ensure our customers have an awesome experience, we ask our customers for their direct feedback. By asking our customers to rate their parking reservation experience, we’re collecting valuable information and also learning how we can improve our services.
Wufoo forms are used by nearly everyone on our team. My fellow Customer Heroes review the forms daily and respond to feedback. SpotHero community relationship managers, AKA our City Launchers, rely on Wufoo to reach out to targeted customers in new markets.
Our Account Managers use feedback collected by Wufoo to identify one-time opportunities for improvement with parking locations that will provide a better experience for our customers.
Overall, Wufoo allows us to immediately identify and resolve issues while also giving us the floor to personally connect with and go above and beyond for our customers. Wufoo has also helped us be more proactive with reaching out to customers in order to better understand their needs as we grow SpotHero. I love the challenge of turning an unhappy customer into a happy one. From the thousands of customers I’ve interacted with, some have even connected with and endorsed me on LinkedIn.
My favorite Wufoo experience? Reading feedback from our customers! Here are three that made me smile:
“We saved $60 by using SpotHero and were still conveniently located to our hotel, which was less than one block away. We would absolutely use SpotHero again.”
“I couldn’t have been happier about using SpotHero. To be able to park in downtown Chicago for up to 12 hours and only pay 10 bucks was a great deal. The directions to the garage that were printed on the confirmation page were spot on. Will definitely use your service again.”
“What a find! We attended The Book of Mormon in downtown Chicago and parked right across the street. This is our first experience with SpotHero and we will definitely be back!”
Thanks for sharing, Kate and don’t forget…If you’re looking to hear directly from your customers, we’ve got the forms you need in our fantastic Forms Gallery!
Hey, everyone! We’re back with another installment of Wufoo Tips and Tricks.
This week we’ll show you how to batch download files uploaded to entries in your Wufoo Entry Manager. Since we don’t have a built-in bulk downloading utility, we’ll be using a nifty Firefox Add-on called DownThemAll!
For any Wufoo newbies, we offer a Fancy Pants file upload field on all of our paid plans for your entry’s to upload files to. This is beneficial for all sorts of projects. For example, if you’re planning to collect images for a photo contest or accepting resumes for job applications.
You’ll need two things to get started:
1) The Firefox Add-on DownThemAll! You can either download it from the Firefox Add-on page or directly from the DownThemAll! site
2) A Unicorn…because Unicorns just make everything better.
Next, you’ll need to export your entires from Wufoo to Excel:
Moving right along! Once you’ve exported the spreadsheet, open it and delete all columns that don’t contain links to files.
After you’ve cleaned that spreadsheet up, deleting the unnecessary data, proceed to the File menu and select SAVE AS – select Web Page as the format.
We’re almost there. Now, locate your new Web Page formatted file and right-click on it. Select Open With > Firefox. The file should open in a page in the browser and will display the file links.
Now for the grand finale…Click on the Tools menu in Firefox and select DownThemAll!, confirm the folder they should be downloaded to, then click Start!
The files will then be downloaded to the specified folder and you’re done. Finito!
Beginning on 9/17/2013, we made the change to enable HTTPS by default for all forms, widgets, and reports. Previously, HTTPS was only available to customers on our Bona Fide or better plans, but we’ve now made it available for all users on all plans by default.
From now on, whenever you copy and paste your form URL to share with coworkers, customers, and others, you’ll notice that the URL now has HTTPS indicating that it will be served securely whenever someone views the form. When someone submits information? That’s right—secure.
This was a big and important change for us here at Wufoo and we feel that it was the right thing to do for you—our awesome customers.
From all of us…thanks again for using Wufoo.
What if I’ve embedded my form using HTTP in the past?
If you’ve embedded your form prior to 9/17, your form will still work. It was a big technical hurdle to ensure that enabling HTTPS by default for forms did not affect the many, many forms that were in use around the web.
Can I still customize my secure form with my own logo or CSS?
Yup! The only think you’ll need to do is to ensure that your logo is being securely hosted and that the logo will be served over HTTPS. This same goes for hosting your own CSS files for customizing the look of your forms. You can find more information about secure hosting here.
I’m having other issues with my forms since the update.
If you’re experiencing any issues with your forms since we’ve enabled HTTPS by default, please let us know.