About a year ago, Magi Metrics built a Microsoft Excel plugin that made it super easy to import your Wufoo data into Excel. “It’s amazing!”, we heard you say. But amongst the celebrations, there were howls of dissent. “It doesn’t work on Mac!” “What about Google Sheets?”
Well, we heard you! And we’re proud to announce, yep, a Google Sheets version. It works on Windows, on Mac and anything with an internet connection.
To Use This Integration
Head on over to Magi Metrics and hit the Signup button to get a 7 day free trial.
Choose Wufoo and then enter your Wufoo username and password.
Click Magi Metrics for Google Sheets to visit the Google Sheets add-on store.
Once installed, Magi Metrics will appear in all your Google Sheets documents under Add-ons > Magi Metrics > Start.
Here’s a peek.
And that’s all there is to it. Just select the Wufoo form you want from the list and hit Insert data. The next time you do it, you can just press Refresh to get the latest results from your Wufoo forms.
If you’d like some help, just contact us or visit our Support section. Happy downloading!
Milo Spencer-Harper is the founder of Magi Metrics
Ready to integrate with Wufoo? Click here to get started.
So you already know that Wufoo is well, pretty darn great at making it easy to collect information online buuuut, that’s just part of the Big Picture. Once you’ve got all those shiny new entries, you probably want to do something with the data, right? Whether you’re looking to build up your email marketing list, collect some new sales leads, or just export the entries into an online spreadsheet for later, Zapier is the way to go.
It’s no secret we’re big fans of Zapier here at Wufoo (and vice versa), but for users not in the know, here’s a quick rundown. Zapier connects a ton of apps together, allowing you to integrate the services you use without a single line of custom code. By automating these connections, Zapier helps you save the time and money that you would have to spend to build the integration yourself, or to hire a developer.
Wufoo + Zapier is such a dynamic duo that we recently co-hosted a webinar to help spread the word. Here are just a few things we covered: - Why you might want to automate a connection between Wufoo and your email marketing, project managment systems, or chat programs - Creating new integrations with Google Spreadsheets, Emma, and Trello - Setting up a Zapier trigger to automate a new integration - How to use filters in Zapier for advanced logic like our Rule Builder
If you have any suggestions or requests for future guides on using Wufoo and Zapier together, let us know in the Comments below!
Don’t forget to check out our comprehensive and handy Guides page to help you do even more awesome things with your forms.
If you’re using Wufoo to run your business, you’re already familiar with how much time Wufoo saves you, how easy it is to set up, and how you can use Wufoo to sell digital and real products by accepting payments online. What you might not be familiar with is how you can use Wufoo to receive feedback from your customers to help you improve your business, get more customers, and ultimately increase your sales. If anything, you’ll gain real insight on how your customers perceive you and your business and what you can do to make your business better and easier to use.
Customer Satisfaction Survey
We’ll start off with the most general and basic of all the customer feedback forms, the Customer Satisfaction Survey. Using our form template, you’ll get the basics of a great customer satisfaction form and from there you can customize it to fit your specific product or service.
Best Times To Use This Form:
- Right after someone has placed a complete purchase through your form. You can even place a link on the confirmation page of your form.
- If you’re using an email service like MailChimp or Campaign Monitor to communicate to your customers, you can reach out to your customer base periodically to get a read on your customer’s base level of satisfaction. Do it a couple of times and you’ll get an idea if you’re improving your service!
Consumer Demographic Survey
The Consumer Demographic Survey is best used when you’re looking to get an idea of who your customers are. This survey lets you figure out the demographics of your customer base. With that information, you’ll be able to tailor your messaging or even product offerings to better match who your customers really are.
Best Times To Use This Form:
- Planning to change your products or services? Use this form to figure out who your customer base is.
- Need to know the demographics of your customer base? Update your email marketing or advertisements to better suit your current customers? This form’s for you.
- Use the negation in your results to find business opportunities. Find out who your customers aren’t and you’ll be able to find a new segment of users to go after to make them your customers.
Market Research Survey
The Market Research Survey is the next logical step to take once you’ve determined your customer satisfaction and their demographics. With the information gleaned from those two forms, you’ve probably got a good idea of what new products or services you want to get into. Now is the best time to use this form to get some more information about the new product line or service to make sure it’s a success out of the gate.
Best Times To Use This Form:
- If you’re in the process of offering a new product or service and want to get an idea of what you should charge for it.
- You are thinking about offering a new product or service and want to know if it’s worthwhile to spend the time developing it.
Customer Service Survey
The Customer Service Survey is pretty self-explanatory. As you know, we work very hard to offer top notch customer service and support and we use a similar survey once a customer has received an answer from us. It’s a really, really invaluable tool to get an idea of how effective our customer support is, what is working, and more importantly, what isn’t working. We use the results from this survey to keep an eye on our customer support efficacy and make sure it’s top notch.
Best Times To Use This Form:
- After a customer contacts you for some help, you should send them this survey to get their immediate feelings about the level of support.
- If you’re looking to offer awesome customer support and create loyal customers. Like Wufoo. Just saying.
Net Promoter ® Score Survey
The granddaddy of them all, the Net Promoter ® Score Survey. It’s so official, we needed to circle-r it. Basically, the survey asks one question and your customer gives a score between 0-10. 9-10’s are your loyal enthusiasts (you want these), 7-8’s are satisfied customers (good but could be swayed to competitors), and 0-6’s are your detractors (basically unhappy customers).
Do some math based off the answers and you have your NPS® score which is an indication of how loyal your customers are. It’s not an end all be all tool but coupled with the above forms and surveys, it becomes another data point for you to determine how satisfied and happy your customers are.
Best Times To Use This Form:
- When a customer cancels a product or service, it’s useful to use this form to get a quick idea of their general happiness.
- Use NPS when you feel your customers don’t have a lot of time to answer a survey but you want to receive some feedback.
Armed with these five customer feedback and satisfaction form templates you’ll be able to start getting insightful and useful feedback and notes from your customers. And if you use that information to make your products or services better, you’ll soon find that happy customers usually means more customers!
Have some tips you’d like to share about obtaining customer feedback? Share below and let us know!
Hey there, Form Builders! Let’s take a look at one of Wufoo’s existing features that we’d love to show off here on the blog—our amazing Allow Other option. This setting is available on the multiple choice field.
So what’s so special about this Allow Other business anyhow? Well, no matter how much we wish it were, it’s not always possible to anticipate every option that your users may want. That’s where the Allow Other option comes in. Rather than creating a set of rules and adding new fields, you can have Wufoo add a text field as an option for your multiple choice field. It keeps all of your data in one place and makes setup a snap.
Let’s take a look at the form we whipped together just for kicks. We’ve created a multiple choice field to find out people’s preferences for a new Wufoo dinosaur, but we knew ahead of time that we wouldn’t be able to name ALL of their preferences.
Click the Allow Other button to add a fourth option: Other. If someone clicks that option, they can enter whatever information they’d like in that text box.
The best part—when you review your data, information entered into that text box will appear right with the other choices. Trust us, it makes reviewing things incredibly easy.
It’s important to note that you shouldn’t use this Allow Other setting when you’re collecting payments. You can assign payments to a multiple choice field through the Payment Settings, but the Other field that’s added here is a text field, so it can’t be used to process custom payment amounts.
If you want to set up a form to allow for other payment options (for example, options for $5, $10, $15, and Other), you’ll need to use field rules.
Create a multiple choice field with the prices and an Other option at the bottom
Add a Price field underneath
Create a Field Rule in the Rule Builder that says if “Select a Choice is Other Show Amount”. This will display that amount field when someone selects Other
Assign prices in the Payment Settings
That’s all there is to it, form fans. We hope this helps you get the most out of just one of our many, many sweet features. Happy Form Building, everyone.
Don’t forget to check out our comprehensive Guides page for even more tips and tricks. See you next time!
We gave out a shout and you listened. Featuring your fine work in forms has been a goal of ours recently and with a little tweet help, we’ve gotten to learn even more about the many different (and cool!) ways you guys use Wufoo.
Without further ado, let us introduce you to Amy Ballinger, owner of Moksha Yoga Hamilton in Ontario, Canada. Amy’s business goal is centered around de-stressing, strengthening and calming the minds and bodies of her clients. And you know what, we can relate. Our forms are designed to do the same for our customer base as well—with less sweat on our ends though.
The floor’s all yours, Amy.
Having the right systems in place
As the owner of a yoga studio that is part of a collective of hot yoga studios called Moksha Yoga in Canada and Modo Yoga in the United States, I used to think that owning a studio meant that you could do yoga all day. Now I know that creating a space for people to let go of their stress means that the behind-the-scenes things need to run really smoothly. Over the four years that this studio has been open, Moksha Yoga Hamilton has developed into a space that welcomes more than 200 people every day, a vibrant community of people all working to reduce stress and create more peace in their lives. The studio space, and all the admin and operations work it takes to run it, need to run smoothly and with ease to create the sense of peace and relaxation people get the minute that they walk through our doors.
I’m a big believer that being organized for your staff and having systems in place for them to use reduces work stress while also fulfilling the needs of the studio. When people can follow a clear list of steps or a checklist, they know exactly what they need to do and how to do it, and this allows for them to be a lot more peaceful and present with our clients. They are never scrambling around or feeling panicked trying to figure out what to do.
Streamlining operations, setting expectations
I use Wufoo mainly to streamline the studio’s operations, set expectations, provide access to more detailed information, collect orders and gather feedback. Pretty much anything I can turn into a Wufoo form, I do. I would say that I am known for my Wufoo obsession! A few examples for you:
Checklists: Step-by-step lists of things that need to be done (ie. what to do when you open the studio in the morning: turn off the alarm, adjust the heat settings, fold the towels in the dryer, etc, etc)
Feedback: We use feedback forms that we have created in Wufoo to give clients the opportunity to give feedback about their experience in the studio, Teachers to give feedback to one another on how to improve their classes, and front desk staff to give feedback about their shift (ie. if they had any issues with the cash out, the highlight of their shift, any questions, etc). Not only that, all of my other forms (like checklists) include space for people to share their feedback, ideas for improvement, any challenges encountered, etc. This is helpful for me to continuously improve the way we do things and to address any difficulties.
Reports: We use the forms as incidents reports to keep track of notable situations at the studio or things that require client follow-up.
Manuals/Guidelines: This is a big one for me and where my love for Wufoo really deepened. I learned how to make hyperlinks in forms and I use them to connect to specific notes in Google docs or Evernote with more information.
For example, I can have something in a form that says ‘adjust the heat settings’ as a hyperlink, and if the person isn’t sure how to do this, they can click and the step-by-step instructions of how exactly to adjust the heat pops up. This way I can streamline the Wufoo form (so that it isn’t information overload), but any time the person using the form needs more info, it’s right there without them having to search. This is also great to link to troubleshooting steps.
Inventory: We use Wufoo forms for things like cleaning supply checklists to run through and make note of anything we need more of. Then I can access the email from my phone when I’m out picking up more supplies.
Order Forms: My latest addition to my roster of forms was a food order form for an event we did with a local juice bar. I took advantage of the awesome reporting features and created not only a form for people to fill out to submit their food order, but a report that tracked the exact total of each item that the juice bar needed to make. I provided them with direct access to the reports with the totals for each day and they delivered the food. It worked really well.
Forms as rite of passage
EVERYONE uses Wufoo here. Haha…But seriously. Everyone. From every teacher, desk staff, volunteer cleaner to client. It’s almost like a rite of passage to Savasana at MYH. I’m a big believer that good systems lead to a relaxed environment. I used to worry that things like systems and checklists would make the studio seem ‘corporate’, but now I realize that that is what makes the studio feel so good. Staff and teachers have the ability to be really calm, present and engaged with clients when they’re not feeling frantic over figuring out what to do and how to do it. Having information and clear steps at their fingertips also helps to ensure that everything gets done that the studio needs to look, feel and operate at its best.
Don’t forget to Zapify!
I’m appreciative that this business exists, that it’s affordable and that it has the same fun and silly vibe that we have at the studio. It shows me that offering a great service doesn’t necessarily mean that it’s dry and corporate, or come at the cost of the vibe. I mean, how can anything be super ‘corporate’ when the profile avatars look like they do and when you go to login and it says “RAWRR”. Even the bottom of this form says “Zapify!!” when it could just say “submit”. Man, I love you guys.
Amy—we feel the love too, right back at ya. And namaste, everyone.
For more information on Moksha Yoga Hamilton, please visit their super chill site here.
We’re here to make your lives easier and the more we get to learn about all of the different ways that Wufoo can be used, the more we get to do just that.
So we want you to have your blog moment in the sun. Have an awesome use case of your own you’d like to share with our readers? Fill out our form here and we’ll reach out.
Now back to our regular programming. Let’s put our school pants on, shall we? Please welcome Mike Richwalsky, Executive Director of John Carroll University. JCU is a private, coed, Jesuit Catholic university in Ohio. Mike’s here to share how JCU uses Wufoo on their campus.
Take it away, Mike!
I first came across Wufoo at my previous institution and fell in love with the features and their awesome support. I’m now at John Carroll University and we use Wufoo for just about every area on campus. From fundraising, to event registration, to surveys…you name it, we do it.
Here’s an example of just one of our forms in action.
One of the biggest advantages for us is how easy the form-building system is to use. Because of the simplicity, we’ve given accounts to our campus users and basically sent them off on their own to build, build, build their own forms. Our employees have also used the Wufoo embed feature where they can copy/paste their forms directly into their websites. This ability cuts down on the amount of forms that need to be made and reduces our own support calls. Great stuff!
The API is awesome and we’re in there quite a lot. And, in the spirit of customer feedback, we offer this suggestion up for you Wufoo wizards—we have a LOT of forms that we create and sometimes the initial loading/searching abilities can take a little time to catch up.
For you readers out there looking for ways to utilize Wufoo on their campus, let me know in the Comments below. Pretty much every department from JCU’s Athletics, Admissions, Academics, (on a roll with the A’s), Marketing and Student Life has a Wufoo form in action. We’re 3+ years in and counting and would love to hear about how you use forms on your campus.
Guess what? We’re all human. Yep, and we working humans need to sometimes take sick days or need a personal day or even (gasp) take a vacation! And since it’s important to be a team player at work, letting your colleagues and the boss know when you’re out is key.
Say hello to your Out of Office email notification. Even better news? Wufoo can help you create a powerful and communicative Out of Office system so you can keep everyone informed of when you’ll be out and your coworkers too. So let’s walk through some of the basics, and maybe even cover a few more advanced options.
Ready? Let’s get started.
The first thing to do is consider what sort of information you’ll need to collect. At a bare minimum you’ll want to record who is going to be out, and when they’ll be back. You can go further and ask for some additional details like why they’ll be out (Vacation, Sick day, etc), but the specifics will depend on your particular situation. For now, we’ll keep it simple:
Now that we’ve got that all set, let’s move on to Notifications. Having an Out of Office calendar doesn’t do much good if no one knows about the requests, so we’ll want to add a Notification email to let the requestor’s supervisor and team know that they’re going to be gone. This is done through the Notification Settings menu, by clicking the aptly named “Notifications” button under your form:
In this example, we’re just dealing with a small team, so we can list out everyone’s email address separately, but if you’re dealing with a larger group you might want up to set up a mailing list alias for your team. That way you can just add the single address, and have your mail system automatically send a copy to each individual. This has the added benefit of not requiring any modifications if your team changes personnel. Just update the mailing list and you’re good to go, no need to edit your Notification Settings.
And there you have it! A simple, easy Out of Office system for keeping everyone on your team on the same page. That’s really all you need, but hey, since we’re on a roll, let’s go over a few optional improvements.
Alert! Alert! Bonus How-tos Ahead
Google Calendar: If you want to track all your Out of Office requests in a single online calendar, you might be interested in our integration with Zapier. Zapier connects Wufoo to dozens of other apps, including things like Google Calendar, and can allow you to do things like create new events on a calendar.
Sound cool to you? Check these out:
Dynamic form: The form we built above is pretty basic, but with a few more minutes we can take things to the next level. Using Field Rules to dynamically hide and show fields only when they’re necessary will allow you to have to have the benefits of a longer, more complex form, while still keeping things as simple as possible. For example, maybe you only need to collect an emergency contact email if the user will be gone for more than a week
or you want to allow users to upload a copy of a doctor’s note if they’re taking a sick day
You can even use Field Rules to set up some basic restrictions on dates, such as requiring all requests to be at least a week in the future:
This is done similar to setting up an “age gate,” that you can see here.
And there you go, intrepid humans! We hope this how-to on setting up an Out of Office system makes you beloved even more than you already are amongst your coworkers and colleagues.
Questions for Michael? Let him know below!
A few weeks ago, we started a brand new CSS series by teaching you how to create your own CSS stylesheet and add that to your Wufoo form. Today we’re going to stay simple and learn how to change parts of your form when you hover over them. This is done through a really easy selector:
The :hover selector is an absolutely simple and brilliant way to liven up your form. The most common use for the :hover selector is on hyperlinks. You know when you hover over a link and suddenly it’s a different color and underlined? That’s the :hover selector at work. We’re going to use the form and stylesheet from our previous post to show a couple of examples of the :hover selector at work. Let’s get started.
Remember the simple CSS we used last time to change the border color, width and radius through CSS? Let’s use that same image and change the border color when the user hovers over the image. Here’s what it’ll look like with the CSS from last time with it:
Where you see img:hover is where we change the border color. Now, if you hover over an image in your form the border color will change #261E1E. That’s black to you and me. Let’s check out a before and after shot:
As you can see when you hover over that image, it changes from burgundy to black. That’s about as sweet as the shark tattoo in the image! It’s a subtle, but great way to make your form interactive and a bit more fun to fill out. Ready for another example?
Let’s say you have a multiple choice field and you have images as your options in the field. You could make those images appear transparent at first and become more visible when you hover over the image. It’s also very simple to do. The class for the multiple choice selections is .choice. All you need to do is make those images transparent by default and then pull them into full view when one selection is picked. That can be done with opacity.
We want to make the images to be at least slightly visible at first so an opacity of 0.5 should suffice. We’ve then added :hover to that class to show the full image when the user hovers over the choice. How will the finished product look?
Want to see the form in action? Well, naturally. Check out our video snack below and stay tuned for more ways to improve your form through CSS!
In a nutshell (sorry, can’t resist!), we love integrations here at Wufoo. Getting to partner with other fantastic companies and services to bring you the best in online form-building is why we come to work with big ole grins on our faces. So allow us to introduce you to our latest partnership with the small business CRM, Nutshell. And give a back-slapping, high-five Wufoo welcome to Ahmad Aggour of Nutshell as he takes you through the paces of this sweet integration!
Take it away, Ahmad!
Nobody (that we know of, anyway) wakes up in the morning thinking to themselves: “I can’t wait to manually input a bunch of information into my CRM today!” In fact, data entry is oftentimes one of the reasons why CRM adoption rates might be less than satisfactory.
Well, thanks to our partnership with Wufoo, you can eliminate the need to manually enter form data in your CRM. That means you can spend more time doing what matters—nurturing those relationships and closing sales!
Nutshell is the powerfully simple CRM that combines consumer-level design with practical business functionality. The result? A tool that enables growth and sets your business up for success. Your sales teams will be tracking and nurturing each and every opportunity, without letting any fall through the cracks. Your customer service team will be able to better manage the relationships you have with your customers.
With Nutshell + Wufoo, you’ll be able to:
To Use This Integration
- Create an account with Wufoo and with Nutshell. You can start your 14-day free trial of Nutshell here.
- Create a form in Wufoo with the information that you want to capture and store in Nutshell.
- Set up your Nutshell account to integrate with Wufoo using WebHooks. You can use these easy-to-follow instructions, or you can watch the short video that walks you through the easy process.
That’s all folks. Now you can enjoy all the extra time you have now that you’ll no longer be doing all of that tedious manual data entry!
Ahmad Aggour is the Marketing Strategist at Nutshell—questions/comments for him? Leave ‘em in the Comments section below.
Hey there, Form Builders and lovers of all things social—media that is! Recently we revamped (and re-revamped) our Share Page, our one-stop page where you can explore all of the different ways to distribute your forms—including embedding it into that fancy pants website of yours. And don’t worry, we’re keeping this tip short ‘n sweet—all the more time you’ll get to spend on form-building.
So, let’s get social. Behold the “Share On Twitter” section of this mighty Share Page of ours:
With a single click on the “Tweet” button, you’ll be able to share your form out into the Twittersphere via hyperlink. Clicking the Tweet button will then open Twitter in a new window where you can log in and tweet the populated form link:
The first time you send a tweet from one of your forms, you’ll be prompted to enter your email or username and password. Once you’ve logged in you’ll be able to tweet all the tweets.
When you think about it, Twitter and Wufoo make a great match—it’s a simple and effective way to get those forms out to a fresh audience quickly and easily. One quick click and you can be collecting information, from demographics to sales leads and whatever else you can dream up from your followers.
And…wait for it—here are a few more examples of that sweet Tweet button in action (cuz why not?):
And there you have it, form fans. With this nifty feature in your form-building toolbox, your potential for reaching out to current and future customers is that much greater.
Have more burning questions? Don’t forget to check out our Guides page and get ready to get enlightened on all things form-building and more!