It’s easy to let clutter accumulate during the year and all that junk can really make life more difficult. Likewise, forms often end up with incorrect or unnecessary design elements that will frustrate users. So roll up your sleeves because we’re going to get started on some spring cleaning!
Know your audience and design to their expectations
An inventory checklist for your co-workers will differ greatly from a public newsletter signup, for example. This one is more general, and not a specific action to take, but it’s important to keep in mind for the rest of the tips. The following suggestions won’t apply identically to every form, and the best form design will depend on your specific goals and users.
Use the best field for the job
With Wufoo, we provide a bunch of different fields to ensure you have the right tools available while building your form. However, sometimes forms use a less than ideal field and that can cause that range of choices to backfire.
Our fancy pants fields like Address, Email or Website are pretty easy to use correctly, but the standard field types can be a bit more tricky. Dropdown, Multiple Choice and Checkbox fields are the usual troublemakers. In general, here’s where each field is best suited for the job:
- Multiple Choice: Use when you have 5-7 options and a user can/should only pick one. These fields are perfect for Yes/No or similar “binary” questions.
- Dropdown: Like Multiple Choice, but better when you have more than 7 options, of if you’re trying to save vertical space (embedded forms can benefit greatly from this).
- Checkbox: The only field of the three that allows for more than one option to be selected. If a user should be able to select multiple choices, Checkbox fields are the way to go. They can also be great for situations that only allow a single choice (like an opt-in or confirmation field).
#2: Adjust field size to match desired inputWe’ve discussed some of the advantages to changing field size before, but another great use for the field size is to signal your expectations. Since you can adjust each field’s size separately, don’t hesitate to experiment a bit and observe how the entry data you receive changes accordingly. Our built-in Address field uses this approach by keeping some fields full-width and setting others to be shorter.
#3: Only show fields when they’re neededOne of the great advantages of online forms over paper is that you can add and remove fields in response to user input. While a paper form needs to include every possible field, online forms like Wufoo can adapt to the individual user. To keep things clean and simple, consider using Field Rules to hide optional or conditional fields when they aren’t relevant to the particular entry. We’ve got even more info using Field Rules to adjust your fields here.
#4: Give users a clear pathTo maximize the available space, paper forms often rely on a multi-column format. With online forms, multiple columns can be a useful tool for replicating a familiar layout (Address fields are a great example again), but overuse of columns can make things more difficult for the user. Having to scan back and forth to find the next field is tiresome and the increased width can often interfere with a mobile-friendly design, so keeping things simple with a single column can be a significant improvement.
#5: Customize button labels to provide contextWhile the standard “Next Page” and “Previous” labels will get the job done, tailoring the text to fit your specific form can be an easy way to improve the user’s experience. Giving users an idea of what’s coming up, or what they just left, can make moving between pages pain-free. This can be especially important when you have more than a few pages, since a user may not be able to remember where they are in the process. If you’re feeling particularly bold you can customize the “Submit” button as well, for another opportunity to delight your users. Questions for Michael? Let him know below!
St. Patrick’s day is looming and nobody is finding the dosh at the end of the rainbow. Rather than exploring the Irish hills for gold, try making some money through your form. The payment settings section lets you set up your form to collect money for anything from a donation form for your next holiday to Dublin, to order forms for your business.
Check out our video to learn how to apply payments to your form. Then buy yourself a Guinness to celebrate.
Hey there, everyone! Cody here and newest kid on the Wufoo block of product experts. So just like you, I was new to Wufoo once. With a little practice and the good company of our Newbie series, you should be a pro in no time. Sometimes, you just want to get your logo on your form—is that too much to ask? We don’t think so, and I’m going to show you how!
The first thing you’ll need is your logo. “I already have that, Cody.” you’re probably saying. Well, great! Grab that logo, and let’s get it up on the internet. In order to display your logo in Wufoo, you’ll need to host your logo somewhere. Hosting just means you’re uploading that image somewhere that can be viewed by Wufoo whenever it needs it.
Upload your favorite Logo: We suggest hosting your logo using a service like Dropbox.com, HTTPSImage.com, or SSLpic.com. Whatever you decide, you’ll need to find your direct link.
Dropbox is an amazing solution. If you decide to use Dropbox, getting your direct link is easy. Once you’re logged into Dropbox, click on the New Upload button up at the top of the page.
You’ll then be able to select your logo and upload it to Dropbox. When the upload is finished, click on Share just to the right of your fresh newly-hosted logo and copy the link that’s provided. Once you have it copied, you’ll need to make one small change. At the end of that link you’ll find a 0, change it to a 1, and you’re all set.
It will look like this when you’re done: https://www.dropbox.com/t/4sb2h8crnrm9e3n/bestlogoever.png?dl=1 *And hey, don’t try and click on that link of course, cuz it’s not real.
SSLpic.com is great. They’ll email you a copy of your direct link that you can use to get your logo up on Wufoo! They do have a strict no-robot policy when it comes to hosting logos, so you’ll have to make sure you’re not one of those before you use their service.
If you’re not a robot, then you should be good to go. The direct link you get from them will look something like this: https://static.e-junkie.com/sslpic/65357.518de12jwk29m20ee85b2339.jpg *Same story with this link—it’s not real.
HTTPSimage.com is another gooder. Your direct link will be provided straight away once you’ve clicked that Upload button. It appears that while they do not allow illegal content to be uploaded, they’ll allow robots here, which is very kind of them.
Host it using SSL
What do all of these hosting options have in common? No one? They all begin with https:// and that’s very important! Who would have thought that one little s could cause so much trouble. Here’s what’s up: In order to view your logo on a secure form, you’ll need to have that s at the end. Logos that are hosted without the s might just not show up, which would be terrible! Only some hosting services allow you to use https. Luckily, all of the options above are nice like that. Make sure your link starts with https:// and you’ll be all set.
Create a Theme
Once you have that fresh new direct link, log into Wufoo and we can get down to business. The first order of business is making a new theme. Themes let you breath life into a stale form by adding all sorts of wonderful patterns and colors. Really great stuff! But don’t let me get side-tracked, we’re here to talk about logos.
Click on Themes up at the top of the page. Create a new theme by selecting Create New from the Theme dropdown. Select Logo from the Properties Menu, and Your Logo from the Logo menu. This will reveal a beautiful field that was custom made to accept your fresh new direct link. Notice the warning above, “Make sure you host your image on SSL to avoid warnings!” As I mentioned earlier, this is serious business, but we’ve done our homework. Our tickets are already paid for, and they’re waiting for us at the box-office of new logos, so pat that warning on the head, tell it to hush, and let’s press forward.
Paste your direct link into the field just below that pleasant warning, and click Apply. If your logo appears to be chopped in half, don’t despair. Immediately to the left of that Apply button, you’ll see a field labeled Height. This field will let you adjust how tall you want the space where your logo is displayed. Match this up with the size of your logo through trial-and-error. If you know how tall your logo is, then you’re a smarter human than I am.
I’m going to change the background of my header to white to match the rest of my theme. Once the preview is looking good, take a sip of water, then click on the big green Save Theme button up in the top-right corner. Specify a Name for your theme—I’m calling mine Henry—then click Submit. Your theme is now saved and ready to be applied to your form!
Applying your Theme
Click on Forms Up at the top of the page, and find an unsuspecting form in your account to test out your new logo-clad theme.
View your Form
Hover your mouse over your unsuspecting form and click View. That’s all there is to it!
How do I center my logo?
Glad you asked that question. While Wufoo doesn’t have a built-in way to center your logo, we are smarter than Wufoo gives us credit. To get your logo to appear in the center, you’ll need to create an image with a bit of space on each side. The default width of our forms is 640 pixels. This means that if you create an image that is 640 pixels wide with your logo right in the center, you will have your logo centered like a pro.
You can also use this technique to adjust the position and padding around your logo without fiddling with any code or scripting.
That’s all I have for you today, folks. You’re well on your way to learning the secrets of Wufoo.
Have tips of your own? Share them with us in the Comments!
Hi Form Friends! Hope your 2016 form building resolutions are off to an auspicious start. For me this year is going to be all about efficiency and making sure that I use my time wisely. With that in mind, I’ll answer two of our most common customer questions with the hope that you can absorb all that important info here and never have to worry about contacting us and waiting a few tantalizing hours for a response. So let’s get to it.
> Dear Support,
> Why isn’t all my data showing in report/excel export/datagrid?!
> Help me, Obi Wan Kenobi!
> Sincerely, > Worried User
My Dear Padawan,
Not to worry—the force is with you! When you set up a datagrid on a report, that grid is set by default not to show all of the fields from your form. In order to make sure that all of the fields or the fields you want are showing properly, you will need to make changes to the widget settings for that datagrid The steps for making this change are as follow:
- Click on the Reports tab at the top of the page
- Click on the Edit button for your report
- Click on the Datagrid in the preview section of the report builder
- The field checkboxes to display will open in the tab above
- Select all fields or select individual fields to show
- Save Report
You can learn more here.
Alternatively, you can click the “Allow User to View Columns Not Checked” button in the report settings — this will not add any more fields to the default datagrid, but anyone viewing the datagrid will be able to add them using the green plus sign attached to the grid within the report itself. Additionally, they will be included in an export of that report.
Cheers, Joss Wufoo Support
> Wufoo Gurus,
> Why am I not receiving my notification emails?
> Namaste, > Wufoo Yogi
Sorry to hear you’re not receiving Notification emails! Without having a link to the form, I have three guesses as to what could be happening here.
Check your notifications page to make sure that notifications are set to trigger. On the notifications page, the entries box should be ticked.
Know that any form rules will override the notification settings. If you want the email addresses on the notification page to receive all notification emails, then you’ll want to add them to each of the form rules as well. If all the above seem right, it is likely that a firewall is placing our email in a spam folder or blocking the notification entirely. We strongly recommend adding email@example.com and firstname.lastname@example.org to an email whitelist or “safe senders” list on your email server or account.
Additionally, we recommend trying the notifications with another email address not associated with your domain (such as a Gmail or Yahoo account) just to test if the problem is isolated to that particular email address or domain. If that works, you could set up an email forward from that address to the original address on your domain.
Hope this helps!
Best, Joss Wufoo Support
Even more questions for our wonderful Joss? Let her know below!
The Wufoo Form Builder makes it so easy to add fields and customize their options that sometimes many first time form creators go overboard and end up with a form that, even though it was created with the best of intentions, ends up being totally unusable. This post will help highlight a couple of common form design mistakes that most first-time form creators make.
Ready? Good. Let’s get to it then.
1. Asking For Way Too Much Information
The first common mistake we see with first time form creators is that they usually get carried away with adding fields for information that believe they need to do their jobs and end up with a form that has way too many fields that no one will fill out.
Let’s say you’ve created the most perfect sales lead form with like 80 input fields to make sure you get all of the information from potential customers that you think you may need just in case someone like Mike from Marketing asks for it (like, “Do you have more than three pets in your household?”).
After you’ve got the form complete, you embed it on your site and wait for the submissions from potential customers to come in. And then…nothing. Zero people have filled it out. Uh, what’s going on?
What happened was that potential customers visited your site, got a little bit interested, and were thinking about filling out your More Info form. But then they got to it and saw it was like 80 questions long and were like, “Whoa, that’s way too long of a form for something that I’m not even sure I need” and then they just abandoned your form.
What you need to do is really rethink what information you really, really, really need at this point in time and only have those fields on your form. For most sales lead forms, you’re only going to need someone’s name and a way to get in touch with them, whether it’s an email address or a phone number. That’s probably it. You can find out other info later when you follow up with the potential customer. There’s a ton of research out there that shows that removing even one field can make a huge difference in completion and conversion rates. So make sure you only ask for the information that is extremely crucial for the purpose of your form.
2. Making Everything Required
This is similar to #1 above, so this’ll be short and sweet. After you’ve pared down your 80 input field form down to say, like 11 fields, you decided to make everything required. But I bet that even in those 11 fields, you have some fields that aren’t actually required and you could get away with some submissions not requiring that information.
It can be difficult to have the discussion with whomever thinks that that information is crucial so one way to prove it is to test it. Make the field optional but leave it on the form. Then after a couple days or weeks, follow up to see if that piece of information wasn’t as important as previously thought. If so, you have the data to back it up. And, going back to #1 above, if you find out that you can live with the information being optional, you might want to consider removing it altogether, making your form even shorter, and increasing completion rates overall.
3. Put The Verification Question at the End of Your Form
This one is less of a newbie mistake but it’s something we all do and [recent research])http://www.npr.org/2015/07/22/425377064/planet-money-asks-what-small-thing-would-you-do-to-improve-the-world) has shown we’re all doing it wrong, newbies and veterans alike.
In most forms where the form taker needs to provide truthful information, at the bottom of the form there’s usually a question that says something like:
“I confirm that all information that I’ve provided is true.” “Your Name”
It’s usually a checkbox and a name field and most people kind of gloss over it at the end of the long information providing form. But what usually happens is that some people fudge the info (like your milage in an insurance in take form) but by the time you get down to the bottom of the form to say, “yes all this information is true” you’ve already committed to not providing the actual truthful information so you just check the box and continue on.
Francesca Gino, a professor at Harvard Business School, recently showed that by putting the signing or truth verification question at the top of the form, you’ll actually increase the truthfulness of the information being provided.
“Using lab and field experiments, we find that signing before rather than after the opportunity to cheat makes ethics salient when it is needed most and significantly reduces dishonesty.”
While she tested on forms where people sign at the end, we can apply her learnings on our forms by asking for people’s names and confirm that the information provided is true at the beginning of the form instead of at the end.
Got some other tips you’d like to share? Comment below!
“You’ve always been there.”
Now what business owner wouldn’t want to hear that from their customers on a daily basis, right? Well, we feel incredibly lucky to have customers who not only feel that way but tell us too. Please welcome Built With Bootstrap (BWB) to the blog—an online showcase of sites, apps and tools built with/for and on Bootstrap.
Based in London, Simon Hamp, trusty web developer extraordinaire at BWB stops by the blog for a quick chat ‘n share.
I’m serious when I say that Wufoo has always been there. We can’t even remember what life was like before Wufoo in fact. For over three years, online forms have been an integral part of operations.
I built BWB in an afternoon way back in 2011 just after the public launch of Bootstrap (then known as Twitter Bootstrap). We got featured on the official Bootstrap docs, leapt up onto the first page of Hacker News and got cemented into the community.
Who the heck are ya?
Built With Bootstrap is the biggest collection of sites built with the world-famous Bootstrap front-end framework. Thousands of sites have been submitted and hundreds of designers and developers return every day to check out the latest sites for inspiration and to find new tools and services.
How the heck do you use Wufoo?
So our first form was a survey to gauge designers and developers reactions to Bootstrap as a framework. This continues to be interesting, but as far as I know, no one has really done much with this data.
The most important forms for BWB on Wufoo were developed for our Featured Listings. This allows us to easily integrate payments and other parts of the process. What does this mean? Automation, automation, automation. A massive win for me personally as I still have a day job to do, hah.
How the heck have we changed the way you do business?
It’s drastically improved it. In the early days, people were submitting featured posts and I was manually going through our queue and hand-delivering a PayPal money request. A lot of these fell by the wayside.
With Wufoo, folks have a more direct payment experience and it’s clearer what we’re offering and how much it costs.
Integrations with our other key tools, like Campaign Monitor, have been essential too.
Enough with the ‘heck’ - favorite Wufoo experience?
When I first started getting people paying me through a form that only took me a few minutes to set up…that’s incredibly powerful.
We couldn’t agree more. It’s an incredibly powerful feeling for us to be able to provide the tools our customers need to keep their businesses running the way they want. Happy customers means happy dinos here at Wufoo.
Cheers! To learn more about Built With Bootstrap, visit them here.
And of course, don’t forget to check out the Guides page for even more tips, tricks and best practices using Wufoo.
One year down, people. Say buh-bye to 2015 and helloooo, 2016. And what better way to celebrate the end of something and the beginning of another than with a—wait for it—video roundup? That’s right.
Our trusty expert screen-caster, Kane, has been building a mini library of visual how-tos all year. So in case you missed any of them, we’ve rounded up the top 4 for your convenience.
How to use the Account Manager
Everything you need to know about managing Entries
Get the low-down on Notifications
Become a pro at Templating
Confused by anything or have questions/comments? Let us know below, we read ‘em all, promise.
Previously, we’ve shown how you can add coupon code functionality to your Wufoo payment forms, allowing you to run promotional discounts for your customers and boost sales. But one limitation was the fact that the coupons were unlimited and the only way to turn off coupons was to hide the coupon field.
Now with Max Quantities, this is no longer the case.
And best of all, it’s super simple to set up!
After following the steps to setup your coupon fields on your Wufoo form, you’ll just do one small thing. Select the Got a coupon? checkbox field and in the Field Settings tab, click on and enable Max Quantities. Next, enter in the maximum number of times you want your coupon to be redeemed. In my example, I choose 100 because, you know, round number bias.
Click Save Form and you’re done. You’re now the proud owner of a Wufoo payment form with limited use coupons!
Queries for Johan? You know where to go.
We’ve talked about Wufoo weddings before here on the blog. So it gives us a thrill to bring a little love back into the air (yeah yeah, we know Valentine’s Day is still a few months away) but from a different perspective—the wedding photographer’s!
In our latest customer spotlight, we have Matt Badenoch of Matt Badenoch Photography, here to talk about how he uses forms to both maximize his customer base and minimize unnecessary communication time and more.
As a moment capturing, storytelling wedding photographer, I love the diverse, cultural melting pot that is London. Being a part of incredible life stories each week is what makes wedding photography the best job in the world. My business is very relationship based and not only do I strive to provide my clients with amazing photos but I also want to deliver an awesome experience. I’m always looking for ways to streamline existing workflows and processes. This frees up more time to focus on growth—booking additional clients faster and increasing value to my existing clients.
Here are some of the features and methods that I rely on in Wufoo to accomplish some of my business goals—you can too!
This is the first point of communication with the majority of my clients so a really important one. The customization options available allow me to create engaging and professional looking forms that can be integrated seamlessly into my website.
Brand consistency—a crucial requirement for any business, large or small—is also possible with the customization options. Also a great place to find out how my couples discovered me. This also lets me calculate the ROI on my marketing activities. The Report Builder makes this a cinch to do.
I’m always educating my couples on the wedding photographer industry as most have no prior experience. As a result, I developed a detailed FAQ page. The primary goal of my website is to get potential clients to contact me. I’ve embedded a short form entitled ‘Still have any questions?’ on the FAQs form, encouraging couples to reach out. The Wufoo form is perfect for this.
There’s a lot of information I need to get from my couples before their wedding day (different addresses, timings, group shots they want, sensitivities I need to know about etc). This used to involve tons of back-and-forth emails. Which of course meant that sometimes information would fall through the cracks or get missed. Now I send them two forms (one at time of booking and the second form one before the wedding date). It’s a better user experience for my couples, saves me loads of time and the best bit, when I need to access the information the day before the wedding? It’s all there in one place.
Another important part of the wedding—timing. Using the ‘preferred value’ option I can easily let my couples know what their wedding photo timeline will look like. At the same time, this lets them provide details unique to their wedding.
Hugely important for any business especially one like mine focused as much it is on excellent customer service. The Five Star Rating System is fantastic for getting feedback from my clients. And even better—it only takes them a matter of seconds to complete.
Wufoo forms are now integrated into 80% of my client’s communications. Balancing up to 50 clients all at different stages of their customer cycle…there’s always a risk of information falling through the gaps. Online forms drastically reduce the chances of this happening. My customers’ experience filling out my forms is at once smooth, effortless and the interface is clean and elegant.
And seriously, with the time saved on my end, I’m able to spend more valuable time on my marketing efforts, figure out other ways to increase my customer base and you know in the evenings, I can hang with my friends and family!
Getting hitched? Be sure to check out Matt’s page here if you’re looking for swell photographer to capture your special moments and let us know if you have any questions below!
Creating Wufoo forms is all about being easy, fast and fun. Well, we wanted to prove it. Give you one guess as to how we decided to do that. That’s right. A five-minute form, people. We whipped together a form complete with notifications, payments and even a report in under 5 minutes.
That’s proper quick when you think about how busy you are during the holidays. If you want to create a form in a fraction of the time it takes to cook a Thanksgiving dinner—check out our video if you please.
Questions for Kane? Let him know in the Comments below!