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.
Oli Gardner is the Creative Director and resident landing page expert at Unbounce—a powerful and easy-to-use landing page platform for marketers. He’s seen over 20,000 landing page examples and writes on the subjects of Conversion Centered Design, inbound marketing and conversion rate optimization.
The floor’s all yours, Oli!
If you’re using Wufoo forms to collect data and build your leads list, you’re probably going to be interested in how to increase the number of leads you’re gathering. Am I right? The real question is not whether you want to get more leads, it’s how to get more leads.
You can do this in two ways: 1) Send more traffic to your form.
2) Get your forms to convert better.
If you’re not sure, I’ll make it easy for you. Go for option 2—Get your forms to convert better. The best way to do this? Create a better experience on the landing page that houses your form.
The reason that landing pages are so effective at increasing conversions is that they’re designed to focus your visitor’s attention on one thing, and one thing only—your conversion goal. In this case the form.
If you’ve ever seen a form on a homepage, or any other website page for that matter, you’ll have noticed that there are many other things that you could choose to do instead of completing the form. You could navigate to a different page, or you could click on one of many interesting photos, links or promotions. Choices are great when you’re deciding which color of paint to put on your bedroom wall. But when it comes to marketing, the more choices there are, the lower your conversion rates will be. Fact.
Maximizing attention ratio
An average homepage has about 50 links on it. Which means the element you want people to interact with (your form) has approximately a 2% share of the interaction potential of your page (50:1). Compare this to a focused landing page that has only one interaction point—this equates to a 100% share of the interaction potential (1:1).
I know which type of page I’d like to have my form on…
Unbounce + Wufoo
Yep, you got it. Using Wufoo and Unbounce together allows you to leverage the power and flexibility of Wufoo’s extensive form designer, with the focused experience and A/B testing provided by Unbounce landing pages. In the rest of this post, I’ll walk you through the process of integrating Unbounce and Wufoo so you can start increasing your conversion rates right away.
Already pumped to use Unbounce? Check out Unbounce for your landing pages to start improving the conversion rates of your forms.
The diagram below illustrates the 7-step workflow we’ll follow to set things up to create a testable landing page for your Wufoo form.
Step 1: Build a Wufoo Form
Creating your form in Wufoo is just as easy as ever. The important part of this process is that you choose to redirect to a custom Thank You page when the form is submitted. You can do this in Wufoo in the “Form Settings” panel.
The URL you put in here will be for the Unbounce thank you page that we’ll cover in step 4. Don’t worry, it’s easy to come back and add this URL later once the page is built.
Step 2: Build a landing page in Unbounce
Inside the Unbounce landing page builder, you can choose from a suite of templates or design your own page from scratch. We’ll start with a template, and remove the default form so that you can add your awesome new Wufoo form.
This shows how an example template will look inside Unbounce.
Select the form and delete it so you have space for your Wufoo form.
Step 3: Embed your Wufoo form
Returning to Wufoo, you can grab the embed code for your form as shown.
Back in your Unbounce landing page, you can drag and drop a “Custom HTML” element (<>) from the left menu, to where you would like the form to appear and paste the Wufoo embed code in the window shown.
Step 4: Create a Thank You page and add the tracking script
The confirmation (thank you) page is what’s shown after your form is submitted. This is a really important page as it gives you the opportunity to leverage post-conversion marketing. You can also give your new lead a call to action before they leave—follow you on social networking sites, share the landing page with a friend, or offer a freebie.
Step 5: View leads in Wufoo reports
Now that your setup is complete, you will be capturing your leads in Wufoo as normal, and you can view them in the reports section. This is where the really cool part happens. Now that you’ve got an Unbounce landing page set up with your Wufoo form in it, you can start A/B testing your page and form to increase your conversion rates.
Step 6: Set up an A/B test page variant
To run an A/B test you need to create a duplicate version of your landing page, make some changes and run the two pages against each other in a test experiment.
There are two types of test you can run at this point:
1. Same form different page This is where you get creative on your landing page, changing copy and design elements to try and improve your conversion rates based on the page messaging. You use the same Wufoo form on both pages.
2. Same page different form In this instance, you’d use exactly the same landing page for A and B, with the only difference being the Wufoo form that’s on your page. You might want to test a long form against a short form, so your page remains the same, and the number of fields in your Wufoo form changes.
Step 7: Track your conversion rates
Now that your landing page and Wufoo form are connected, you’ll be able to track the conversion rates of each landing page. Below is the Unbounce dashboard where you’d see the conversion stats for your A/B test. (In this example the stats are still at zero because we’ve not sent any traffic to the page yet).
There you have it! By embedding your Wufoo forms in an Unbounce landing page, you can create a highly tailored and focused experience for your visitors. Start A/B testing your pages and those amazing forms of yours in order to increase those conversion rates.
Start increasing your conversion rates by using a landing page for your Wufoo forms.
Questions? Comments? Leave ‘em for Oli in the Comments section below and don’t forget to visit Unbounce for more info on landing page awesomeness.