It’s been a bit since we’ve featured one of our rad (do people still say that?) customers on the blog here. Sharing use case stories are not only the best ways for us to spotlight your rad-ness but we believe it’s also just a great way to get tips from your fellow form fun people.
You’re not alone out there. And no matter what industry or field you work in, online forms can help. So why not help each other out? Read up on how a market research firm relied on us to streamline and smooth out some projects with a pretty specific focus.
Then send us your story. Leave a comment or tweet at us. We’d love to hear from you.
And now—give a warm welcome to Joanna Jones of InterQ Research.
Qual-what? Ah, excuse our jargon.
Basically, we conduct focus groups, interview customers/potential customers, and even do a little UX work that includes biometrics and customer journey mapping.
Essentially, we’re in the business of people-to-people research. We help companies refine their products before they launch them, and we work with existing companies to improve their brands, marketing, and products.
Focus groups are an especially popular methodology that we use, and recently, we had a project that required an upfront questionnaire before we could assemble the focus groups. Naturally, we turned to Wufoo to help us out. Here’s how their super-easy-to-use forms totally enhanced our project and made it much more awesome.
Web Site Visitor Survey
We were going to be discussing a website for a focus group project in order to help our client enhance all sorts of things—content, flow, navigation and so on. We ran into a bit of a sticky issue however: We needed to make sure that all of the focus group participants (64 of them, broken into 8 groups of 8) were familiar with the site before we had our group discussion. How to do this? How to do this??
We thought and thought about it. And then we settled on a brilliant plan.
Brilliant plan below
Long story short—we decided to launch a brief survey that we’d send to the focus group participants prior to the actual groups. By asking the participants to answer specific questions about the website, we’d be able to ensure that they were familiar with the content before we assembled everyone and got their feedback. We called it homework. But, like, the fun kind.
So full disclosure: Here at InterQ, we’re pretty rad (yes, people do still use rad) at doing qualitative research, but we’re not so rad at writing code. Actually, it’s downright intimidating. But no worries. Wufoo has pre-made templates that we could choose from for our homework exercise.
The Web Site Visitor Survey was perfect for our purposes. Check it out.
As mentioned, we’re not savvy when it comes to writing code or programming. Fortunately, Wufoo’s forms make it super easy with their drag ’n drop functionality. We chose the form, and then we were able to easily customize it based on our specific survey needs. We asked people to go to the website, and then we had them fill in specific questions (both multiple choice and open-ended) to ensure that they actually spent time poking around the site. At the end, we dropped in an Email and Name section to help us track who had filled out the form:
Putting it all together: Analyzing the results
Prior to conducting the focus groups, we needed to keep track of who had filled out the homework assignment, and, as a bonus, we were able to learn a bit more about each participant by reading through their responses. Wufoo’s Reporting Manager feature made this super handy:
In the Report Manager, we could go in and get detailed views of not only the answers to the survey questions, but we could also see where people lived by region, what kinds of software they used to fill it out, and how many responses we were getting by day. We then exported the data to a spreadsheet to make it easy to share and analyze amongst our team.
So easy. SO easy.
Wufoo’s Form Gallery, Drag ‘n Drop functionality, and Report features took a huge burden off of our project management logistics. We were able to develop our focus group homework assignment surveys in a short period of time, direct participants to the survey through a link, and analyze the results with just a few clicks.
By setting up the survey process through Wufoo, we ensured that all 64 of our focus group participants visited the website we were discussing for the project. All this enabled us to have a fruitful, productive set of focus groups that yielded transformative insights for our client.
Need qualitative research done? Check out InterQ’s website page to learn more about their work and process.
Hey there, form fans! Have you ever wanted to know about all the ways you can share your Wufoo form? Good, you’re in luck.
There are tons of ways to share your Wufoo form with the world. Today, I’m going to walk you through sharing your form on LinkedIn, because we’re cool and professional like that. The possibilities of using LinkedIn to share your form are endless—-generating leads, collecting customer feedback, polling connections, and more.
Let’s get started, shall we?
Choosing the right form link for you
Before you can share your form on LinkedIn, you’re gonna need a URL to link to your form (crazy, right?). On our Share page, you’ll find 2 types of links you can use to share your form directly. One is the title URL which is based on your form title and WILL change if you tweak your form title, so be careful.
The other is the permanent URL - this is a unique URL that stays the same even if you change the form title.
We recommend using the permanent URL to give you the most flexibility in case you feel like changing up your title. Any URLs you add to a LinkedIn update get shortened anyway, so we think a permanent URL is the way to go. To use either a permanent or title URL, click on the green Copy link button below the URL, and paste away.
Linking to your form on LinkedIn
Let’s say you’re hiring for a new position and you want to poll your connections for their best interviewing tips n’ tricks. One way to do that is to post a LinkedIn update with your form link. Head over to your LinkedIn homepage and click on Update status in the upper left.
Paste in your form link, add a witty caption, and let those responses come rolling in.
You can also share a form directly from your LinkedIn profile. Under the Summary tab, you can easily add a link to your form by clicking on the square icon in the upper right-hand corner.
Paste in your form URL, write a catchy description so people know what they’re looking at and boom—-you’ve got a form on your LinkedIn profile. You can also link to your form directly from one of your job descriptions using the same steps. Cool, eh?
Congrats, Newbies—you now you have one more social media channel in your form-sharing toolkit.
It’s no secret that we care a lot about you, dear customers. Nay, we love you and we’re not shy about sharing that love either. Our team’s goal is to make your form-building lives easier, help build your businesses and well, you know, we want to help you make the web a better place. Not too much to ask, right?
Now when we learned that a 2016 Top Rated badge was recently awarded to us by TrustRadius—one of the most trusted review sites for business technology—we’ll be honest…it felt pretty darn great. Thanks for the love. All of us on the Customer Support team work hard to make sure Wufoo is fast, easy, and fun. So it means the world to us to know that our hard work really is making Wufoo great for all of you.
We’d love to take a quick minute and call out a few of the feedback trends shared by our users on TrustRadius:
- Sense of Humor: Life is better when you can laugh about it. And as it turns out, that’s also the case with form-building software. “Sense of humor. In times when we needed customer support, we were always left grinning at the tongue in cheek nature of the feedback or instructions if something seemed wrong.”
- Hands-On Support: People learn in many different ways, but one of the most effective is demonstration. When it’s easier to teach by showing instead of telling, we’re happy to put on our form-building gloves and dive in with you help get you started. “In certain instance, they would even create a form (in my account) to demonstrate the solution.”
- Fast Answers: We’re a small, dedicated team bridging two continents and we do our best to answer your questions within a few hours. Picture an international relay race where everyone’s firing off helpful emails left and right—except with dinosaurs. “I would email them a question and they never failed to respond in less than a few hours.”
- Commitment to Helping Customers: While our Help Center is full of awesome tips, we can’t always anticipate every question before it arrives. That’s where the Customer Support team gets a chance to shine. We’re committed to helping customers through the entire form-creation process and we’re always up for a challenge. “It is sometimes hard to find the answers in the documentation library for advanced issues; but the “ask support” option has always helped.”
- Personal Touch: If it wasn’t already clear, we really love our Wufoo community. One of our favorite traditions that’s been around since Wufoo’s earliest days is writing personalized thank you cards to our loyal customers. Every week, we all take a little time together to draft, decorate, and mail out hand-written notes to a handful of Wufoo users. This tradition encourages us to spend some time away from our computers, reflecting on our customers, our roles, and our team. And as a bonus, we’re teaching millennials how the United States Postal Service works (it’s like email, but analog).
Big big thanks goes out to TrustRadius for capturing the authentic voice of our customers and from the bottom of our hearts, form on!
You don’t have to hide it, we understand. We know you probably use lots of apps other than Wufoo: email, CRM, marketing, team collaboration, payments, you name it.
When you create a Wufoo form, it’s easy to set up email notifications or link the form to your MailChimp or Salesforce accounts (among many others). It’s a cinch! Just check out the form notification settings page for your form.
But what if you could do much more than that? What if you could integrate Wufoo with lots of other cool apps you use, and make them do your bidding without lifting a finger?
Don’t just trigger an email—send a Slack notification to your sales rep, automatically add the information from the form to your CRM or send send a personalized auto-reply to your customer.
You can create your custom integration between Wufoo and any of your other apps in just minutes. You don’t need any programming experience to do it. You can create simple 1-to-1 integrations or more advanced workflows involving multiple apps.
What You Can Do
- When someone fills a form, create a contact in your CRM or marketing app.
- Send a personalized auto-reply using your Gmail.
- Send an automated sequence of emails (drip emails) without the need of an email marketing software.
- Gather form entries into Google Sheets, get notified in Slack and then add them to your CRM.
Here’s How to Get Started
- You’ll need an account with Wufoo and Automate.io, both have free and paid plans.
- Create your form with Wufoo.
- Sign up on Automate.io. Add Wufoo and your apps in your account.
- Create a Bot, with Wufoo form submission as the starting point, and define the automated actions you want to do in your other apps.
- Sit back and relax!
Automate.io does all the heavy lifting when it comes to shuttling your valuable contact information into your CRM, or assigning them to the proper campaign.
You give the instructions, and Automate.io makes it happen with zero coding and zero downtime. Even complex workflows like drip feed campaigns ensure that the contact gets exactly what they need to help them make an informed, confident buying decision.
It really is that easy - Try it now!
As always, hit us up with questions on any of our integrations in the Comments section below!
It’s open season on taxes here in the states, and Wufoo can help you keep track of all those expenses and receipts like a pro.
Oftentimes, we think of forms when we think of collecting information from someone else. Sometimes though, we can turn the lens around and use Wufoo to collect and organize details about ourselves!
If you’re a small business owner or independent contractor, you might want to keep your business expenses separate from your personal expenses. If you like to keep a personal budget, you can do that too. Here’s how we’ll do it.
First we’re going to want to make a form to collect all of those juicy details about our budget and personal spending.
The best way to do this is to consider this question: What do I buy? Everyone’s answer to this is going to be a bit different. Here’s what I came up with:
As you can see, I have all the important categories nailed down. Now let’s go build it! Head over to Wufoo, and create a new form. The most important bits of information I wanted to track are:
- Type of expense
- Date of transaction
I’m going to use our Price field to track the cost of each expense. This will let me enter any amount I want, and track that number in the Entry Manager. To track each category of expense, I’ve used a Dropdown field. That way, I can come back later and add new Categories if I find they’re a bit lacking.
For those pesky paper receipts, you can use our File Upload field to upload a picture as soon as you get them by using your phone’s camera. In fact, I keep a bookmark to this form on my own personal device so I can log all of those expenses as soon as I make the purchase. Yes, I enjoy things like this.
If you’re eager to take this one step further, take a look at our Dropbox integration. With this integration, all of those receipts will end up in one folder in Dropbox. They’ll make for a very intriguing slideshow too, so be sure to share that folder with everyone you know! (Don’t actually do that, for friendship’s sake.)
Once you have all of your expenses tracked in Wufoo, it’s easy to use our Report Builder to visualize all of the purchases you’ve made. If you like, you can even export all of your data into your favorite spreadsheet program to sum everything up! Or…
For some spreadsheet-packed dinosaur-themed master-level formjitsu, you can save all of your entries in Wufoo directly into Google Sheets using Zapier. WHAT. Yep, it’s the truth. You can learn a bit more about Zapier’s connection between Wufoo and Google Sheets right over here.
Once you have this connection created, you’ll have a beautiful list of all your expenses saved directly in Google Sheets. This means you can use that information to do calculations, create pivot tables, and learn all sorts of fascinating things about your spending habits. But if you ask me, some things may be better left unseen.
Questions, comments for Cody? Let him know below and yep, he’ll answer!
As many of you have already noticed, we’ve been rolling out some changes to Wufoo. As we approach our 10th birthday, we’re excited to highlight the recent updates and give you a little preview of what’s coming next.
The most obvious change is probably the new background. We’ve opted for a simpler style this time, removing the old yellow stripes. This is a big step towards our plans to bring a fresh look and feel to Wufoo.
Easy Form Builder access
Clicking on a form title in the Form Manager now takes you directly to the Form Builder. This is a great way to make some quick changes or additions to a form. You can still access the Form Builder through the Edit button under the form as well.
Got new entries? Find them fast!
If you’ve gotten some new entries in the last day, the Form Manager displays a count of those entries next to the form title. To make it even easier to check on your latest entries, clicking the green Entries notification will now take you straight to the Entry Manager. As before, you can also continue to use the Entries button under the form.
Quickly share or embed a new form
After saving your changes in the Form Builder, we provide some handy links to help you take the next step in preparing your form. Our latest addition to these options is a direct link to your form’s Share page. Since this is the best place to find all of the options for sharing or embedding your form, it felt only natural to make the Share page only a click away from the Form Builder.
Updated Share page
The Share page has been updated before but we’ve got some new ideas that we’re getting ready to roll out. As with the rest of the changes, the focus will be on helping to streamline your workflow and making it easier to find the most commonly used features.
Form Manager design and layout
The Form Manager is where many of you spend a lot of time, and we’re hoping to make that time a little more enjoyable and productive. We’ll be looking at ways to better organize some of the existing features and continuing to make the Form Manager a little easier on the eyes. The new design should also make it easier for us to adapt and expand the Form Manager to accommodate any additional changes in the future.
As always, our goal is to make building online forms fast, easy, and fun. We hope these updates will help with that goal, and we’d love to hear what you think too. If you have any thoughts, comments, or suggestions, please share them with us!
It can be rather satisfying when you no longer need your form.
Maybe you’ve received all the entries you need and you’re ready to start digging through your data with a report or you’re done with a major project and you can finally put your form to bed.
Whatever the reason, when you do close your form, there is always a chance a straggler will still attempt to view it. When this happens, they’ll see a little message telling them the form isn’t accepting entries. Depending on if you made the form private or if it hit the entry limit, the message will be different:
Those do the job. They let your user know the form isn’t accepting entries, which may be all you really need to tell them. What if you want to change the message though? Perhaps you want to tell your users the form is closed, but they can get check out your website or you just want to show them a picture of a dinosaur eating pizza.
There’s not a setting that will let you change that message on your form, but as with most things Wufoo, where there’s a will there’s a way. We can keep the form “live” and hide the submit button and all the fields in the form so that the only thing left is a section break with your personal message.
First off, we need to make sure the form is active again. So if the form has hit an entry limit, make sure to reset that or make the form public once again.
After that, we need to make all fields in the form admin only. That way, you hide the fields on your form from everyone but yourself.
Here’s how you do it:
- Click the Forms tab at the top of your page.
- Click Edit on your form.
- Now click on your field and change the Show Field to to Everyone.
Job’s a good’un. Now add a section break field to the form and add your custom message in there. Your form should be looking a bit like this:
All the fields are admin only, which means they won’t show up in the form, but you keep all the data you received from those fields. However, if you view the form, you can still see the submit tab, which looks a bit…rubbish.
We can add some simple custom CSS to get rid of that title, the grey line below it, and the submit button.
That CSS will use “display: none;” to essentially hide the submit button, title and grey line from the form. All that’s left is to apply the finishing touch by enlarging the size of the section break text via the Theme Designer. Put it all together and the final piece should look a bit like this:
You’ve got yourself a custom message for a closed form and a T-Rex with a full belly. Beautiful.
And behold, another post with the most(est) from our expert, Kane. Questions for him? You know where to go!
When there are loads of users in your account, you may want to keep an eye on all the changes happening to your forms. Wufoo’s got you covered.
With the activity log, you can dig in to everything that’s been going on. From when each user’s logged in down to when you last upgraded the account—you can use the activity log to keep a keen eye on all those exciting forms of yours!
Here’s a quick run-through for you.
The best forms are the ones that are created with all the right fields form the get-go. Wufoo’s got a lot of fields—some regular, some Fancy Pants—and though they seem similar, each field has its own specific function.
Today, we’ll go over a three of our most common fields (Checkboxes, Multiple Choice and Dropdown) and give you some examples and tips to help you pick the field that’s right for you! This might be review for you experienced Wufoo-ians, but stick around anyway—you just might learn something.
- Checkbox Fields: A question with a group of answer choices that the user can select. They can select any combination of answers. Best used when there are multiple “correct” answers.
- Multiple Choice Fields: A question with a group of answers choices that lets the user select one choice only.
- Dropdown Menus: A question with an answer fields that expands into a list of options that lets the user select one choice.
I’m thinking of hosting a little event the whole Wufoo team for St. Patrick’s Day. This year’s event is a Leprechaun Fun Run to raise money for charity, and I’m going to create a registration form with all three of these fields!
Now how to pick—just ask yourself: “Do I want the user to be able to select more than one option?”
If the Answer is YES the choice is clear—CHECKBOX.
I’ll need a little help (one dinosaur can only do so much!) for my event, so I’ll provide them with a set of options to pick from. I don’t want to limit people who want to help, which makes a checkbox the perfect field — They can select as many of the answer choices as they want.
Field tip: Because you can select multiple checkboxes, each answer choice appears as a separate column in the Entry Manager’s Datagrid.
Moving on…let’s say the answer is NO to the question. Maybe you only want to user to have ONE choice. You’ve got a few options: Multiple Choice Fields or Dropdown Menus.
Multiple Choice Example
I’m going to make event t-shirts (obviously) so I’m asking the other Wufoo peeps to help me pick the design. But I want only ONE design, so I’m going to force them to pick their favorite. This is where multiple choice fields come in. Unlike checkboxes, multiple choice fields only allow the user to select one choice.
Field tip: The Multiple Choice field lets you add in an “Other” option that can be selected.
Lastly dropdown menus—-They also only let you select one option, but with the added bonus of not taking up unnecessary space.
Drop Down Example
I want to collect the t-shirt size, and people all pretty much have an idea of what sizes are available. I don’t need to take up precious space on the form listing them out a multiple choice field, so a Dropdown menu is the better choice. Dropdown fields are designed to let the use only select one option, but with as little space as possible.
These generally come in handy when you have some answer choices that the user doesn’t need to necessarily see all of in the beginning. Chances are, each person knows what size shirt they wear.
Field tip: If you a list of the items you want to include in a Dropdown menu (or even a multiple choice menu!) you can import directly by clicking Import Predefined Choices button.
And there you go, form fans. A perfect form that’s going to collect all the correct data in all the right places. Now aren’t you happy we got that all sorted out? Forms can be fun, but they’re the most fun when you make them correct right from the beginning.
Let Nicola know below if you have questions! And don’t forget to check out Guides for even more info and tips.
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!