Sound familiar? If it does, by all means read on. And even if it doesn’t? Read on anyway—you’ll learn something! If you do find yourself clicking through that flow every day in Wufoo, then pay attention because we have super swell news to share with all of you. Your Excel life just got better. Infinitely better.
Say hello to our Excel plugin—Magi Metrics. It automates, simplifies, speeds up and generally makes the process of importing data from Wufoo into Excel a truly awesome experience. Once installed, you’ll have a new tab appear in your Excel ribbon called Magi Metrics. Just click on the Refresh button, and then boom—all of your Wufoo data is imported into your Excel spreadsheet. Now that’s what we like to call a truly magical experience, people.
To Use This Integration
Head on over to Magi Metrics and hit the Signup for free button.
Once you’re logged in to the Magi Metrics website, click on Wufoo and enter your Wufoo username and password.
Download and install the Excel plugin.
That’s it. Really. You’re ready to start importing data from Wufoo directly into Excel. Simply select the Wufoo form from the drop-down box and click Import data.
Don’t worry, need another look? We pulled out this how-to video from our magic hat just for you.
Milo Spencer-Harper is the founder of Magi Metrics.
And if you’re ready to integrate with Wufoo, just click here to get started.
I’ve never been to a wedding I didn’t enjoy. They’re brilliant. You have a bit of free food, get a dance in there, meet some people, listen to a few speeches and then you’re done. Not all of them go completely to plan, but for the most part they’re usually a success.
Planning that kind of success can sometimes be a real bother but it’s cool. Wufoo is always here to make things that much easier for you. With those summer weddings on the horizon, today I’m going to take you through how to use a Wufoo form and a report to turn the RSVPester process into a RSVParty.
First we have to make the RSVP form. Luckily we make that mega easy for you, because there’s a template for it. It’s no secret that we have loads of form templates to choose from and a wedding invitation is just one of those.
Check out our wedding template.
Once you’ve added that to your account, you can edit it as much as you’d like. I doubt all of you are called Mike and Jenny so I’m sure that will be changed around a bit. Then send that form out there for people to RSVP.
After a while, you’ll realize that you have a bunch of entries to your form and you need to make some sense of it all. This is where the reports come in. We can build a great report to make reading all of this data super easy and make planning your wedding a bit less stressful.
To get to the reports section of your account, you simply click the Reports tab at the top of your page when logged in. Let’s start with who’s coming shall we? For this we can use a few Number Widgets. These nifty widgets will do a simple total count of an option in a field. Perfect when you want to know how many people are coming to your wedding. After creating your new report, click the “Add Widgets” tab and you can add your widgets from there. We have Yes, No, Naybe and guests options so we’ll need four number widgets.
Lovely jubbly. Now we’ll know exactly how many people are coming to the wedding without having to do any annoying manual counting. Hang on a minute, I said that I loved that I get a bit of free food at weddings. How do we know how much food to get?
Let’s use a bar graph for this one. This will let us see all of the options from a field together in one widget rather than getting a count on them separately. When you add a graph widget to a report, you have the choice of using a bar, line or pie graph. A bar graph will be our best bet here.
Brilliant. Now we know how many people are coming to the wedding and exactly what they want to eat. You’ll want to make another graph for the guests food as well. You can probably feel the wedding planning stress falling away as you read this.
Now, what if we actually want to see a breakdown of all the people coming to the wedding with all of the information from their entry? The number count and food count do tell you a lot, but they don’t tell you if the embarrassing uncle that tells awkward jokes will be there. The datagrid widget will though! The datagrid widget will essentially show you each entry in a big list, which is nice if you want to see the names of everyone coming to your wedding.
Now that we have all of that together, let’s have a look at the report. Remember that you can use your themes in the report as well so you can make it look as fancy as you want.
Doesn’t that look nice? Apparently my wedding is pretty small and I’ll need to have a word with the two people that are washing their hair that night, but there you have it.
If you’re getting married, relieve a bit of stress by sending out your RSVP’s through Wufoo. You’ll want to marry us when you’re done.
Questions for Kane? Marriage proposals optional. ;)
The number of things you can use Wufoo for far outnumbers the amount of stars in the Milky Way (it does not but it’s a lot!) and I’ll be showing you just one more cool thing you can do with Wufoo. This time we’re going to use Wufoo to create a practice test (or quiz if you’re so inclined) that students can use during studying to help prepare for their exams.
Let’s get started!
1. Create Your Test
The first thing we need to do is create the form for our test. For our example, we’re going to be creating a test about the American Revolution (or if you’re like our very own Kane Stanley, you know it as the American Rebellion). Plus, I’m actually a U.S. History major (Go UCLA!) so this is me totally geeking out here.
Anyhow, the best way to begin creating your test is by laying out all of the questions for your test first. We’ll layer in the section breaks and rules once that’s all in place.
For your questions, I suggest using the multiple choice field type for best results and keeping the number of question options to three. When you’re finished, you should have something that looks like this:
One last thing we need to do is for each question, we want to unselect the radio button so that no answer is selected by default. Other than being a downer if the correct answer is already selected, it also messes with our rules, so make sure you unselect any radio buttons for each of your questions.
2. Add Those Section Breaks
Since our students will be using this practice test to help them study, we should give them feedback as they give their answers so they can learn as they go. To do this, we’ll be using the amazing section break to give instant feedback to the test taker as they answer each question.
Head back to the Form Builder of your test and this time, we’re going to be layering in section breaks for each question. We’re going to place two section breaks before each question, one that displays if the answer is correct and one that displays if the answer is incorrect.
Take a look at our example.
As you can see, I’ve added two section breaks ahead of each question. I added some styling to display the correct section break as green and incorrect ones as red. I also added some context to reinforce why each section break was displaying (showing background information for the correct answer and info about which question was incorrect).
Now that we’ve created these two section breaks for each question in your test, it’s time to add some real magic and use our handy-dandy Rules feature. Why? Read on!
3. Field Rules Make Everything Better
Now that you’ve navigated to the Rules Builder for your test, we’re going to create some Field Rules to show and hide those section breaks on your test. It’s no fun if the answers are shown ahead of time.
For each question, we’ll be creating two field rules. The first rule we’ll create will let you show the correct answer section break if the answer to the question is correct. The second rule we’ll create will allow you to show the incorrect answer section break, if the answer to that question is wrong. You can see two such rules here:
The first rule is set to show the correct answer section break for Question #1 if the answer is correct. And the second rule is setup to show the incorrect answer section break if the answer to the question is any of the two other answers.
As you can imagine, the number of section breaks can get out of hand if you’re creating a fairly long form, which is why we setup the form so that the section breaks appear before each question. It not only helps the student who is taking the test to see if their answer is correct, but it also helps you as the form creator when we setup the test. How so? All of your fields will show up in order in the Rule Builder:
As you can see, the corresponding section breaks for Question #1 appear above it, the section breaks for Question #2 appear before Question #2, and so on. It just helps when you’re setting up complex rules to set it up your fields like this. Now, setup all of the section break rules for each of your questions and save your rules.
That’s it! Your test is now setup. Your students can take advantage of these practice quizzes by testing their knowledge and get instant feedback on how they’re doing, i.e. is there more study time on the horizon or no? The Field Rules you’ve added will easily display messages to the student as well so they can teach and empower themselves as they go. Want to see this form in action? No problem. You can view this form here.
And this isn’t limited to just educators either. Creating these practice forms and quizzes can be incredibly useful for companies too. For example, those that have internal training programs, for testing employees on new processes, or any number of other use cases.
Got a good use case for using Wufoo as a testing platform? Let us know in the Comments below!
It’s finally here. No, I’m not kidding. I wouldn’t kid about something like this. I wouldn’t toy with your emotions like that. I’ll just cut to the chase; starting today, you can now use Wufoo along with your Stripe account to create subscription (née recurring) plans for your customers. We know it’s something many of you have been looking forward to for a long time (apologizes in advance for the long delay!) but Stripe subscription billing is here.
Let’s jump right in and see how we can get your Wufoo forms setup with Stripe subscriptions!
How To Use This Integration
1. Create Your Subscription Plans In Stripe
To start creating subscription plans for your customers with Stripe, you’ll first need to create the subscription plans themselves in Stripe. To do this, simply log in to your Stripe account and navigate your way to the Stripe Dashboard. From there, click the navigation button labeled, “Plans”.
Click the “Create Your First Plan” button and a small dialog will appear that asks you to enter details for your plan. This is where the juicy stuff happens! In our example above, I need to create a monthly plan and an annual plan to fulfill my destiny of world domination via house cleaning. To create your subscription plan, you’ll need to enter in:
- A Plan ID: This is just an arbitrary ID for your plan. We suggest using the name of your plan and separating the words with underscores.
- Name: This is the name that your customers will see. You should make this super easy to understand and read. In my example, I named it “Monthly Cleaning Plan”. Simple, right?
- Amount: This is the amount that you will be charging for each subscription interval. In this case, it’s $100 for monthly and $1000 for annual. (Hey, I’m not cheap, my cleanings services are top notch and totally worth it!)
- Currency: This is the currency you want to accept payments in.
- Interval: This is the frequency of your plan. In my case, I’d select monthly. For my annual plan, I would choose annual.
- Trial period days: In the event that you’d like to offer a trial period for your subscriptions, you can enter in the number of days for the trial. Wufoo’s Stripe Subscription Billing supports trial periods, but that’s another blog post for another time. But trust me when I say it’s awesome.
- Statement description: This is what shows up on your customer’s credit card bills. Keep it to 15 characters or less and no spaces.
Once you enter in your details for your plan, click the Create plan button and boom, you’re set. Create as many plans as you need, all in the same manner. Once you’re done, it’s time to head back to Wufoo and hook up your form with your Stripe Subscription Plans.
2. Setup Your Form
Well, of course, right? Simply head to the Form Builder and create your lovely Wufoo form that your customers will fill out. For our example here, I’ve created a form for my fictional (or is it?) cleaning company.
But the interesting field is the first one, a multiple choice field. I’ve named this field the totally original, “Subscription Plans”. This field has two choices, one that is labeled “Monthly Plan, $100/month” and one labeled “Annual Plan, $1000/year — 17% Savings!”. Each of these choices directly correspond with a Stripe subscription plan in my Stripe account. For my annual plan, I even added a line about the savings of choosing the annual plan. You should make sure the labels for your choices in the form correspond with the names of the plans you created in Stripe. Nothing more confusing that selecting a plan that doesn’t match with what you think.
Now, when someone selects one of these options and pays, a subscription profile will be created in Stripe for that customer and will be renewed for each billing period. If a customer wants my expertise in cleaning their house and wants to pay each month, they can select the Monthly Plan option and each month Stripe will charge their credit card. Easy-peasy.
But I get ahead of myself. The next step after creating your form is to create subscription plans within Stripe itself.
3. Connect Your Wufoo Form To Your Stripe Account & Plans
Now that we have a form in Wufoo, and subscription plans in Stripe, it’s time to connect the two. To do this, simply head to the Payment Settings for your form.
Once there, select “Stripe Subscription” from the Select A Merchant drop down menu. One click of the “Connect With Stripe” button will make a dialog box appear. From here you can choose to create a Stripe account, log in with your Stripe account, or if you’ve previously used Stripe on one of your forms, you can select that Stripe account from the drop down menu to speed up set up.
After you connect your Stripe account, it’s time to connect your form to your Stripe subscription plans. In the third panel on the right, you can select which field you’d like to assign your plans to. Remember, you can only setup Stripe subscription plans with multiple choice or drop down menu field types. If your form doesn’t have one of those fields on it, you won’t see anything here.
In our example, we choose the multiple choice field titled “Subscription Plans” from my cleaning form. Now we can associate each field choice with a specific plan. Here, I’ve associated the “Monthly Plan” option with the Monthly Plan I created in Stripe, and ditto for the “Annual Plan”. Hit the “Save Settings” button, and you’re all set to begin to receive payments and renew your customers without any work at all.
4. Managing Your Stripe Subscriptions
In the event you need to refund a customer or cancel their subscription (hey, cleaning houses is a subjective thing, people might not be happy), you can do this by visiting the same Stripe Dashboard where we setup our plans. From there you can visit the Payments page which lists all of the payments you’ve received. Simply hover over the transactions you’d like to refund and click the refund link. A small dialog box will appear asking you how much you’d like to refund, hit the Refund button, and your refund is set.
If you’d like to cancel a customer’s subscription, you’ll need to navigate to the Customers page. This page lists all of your customers and it’s here where you can dig into a specific customer to cancel their plan, refund them, or even delete their entire profile if you need. Basically, all management of your customers and their subscriptions and payments is done through the Stripe Dashboard. It’s super powerful, but tread lightly; things get real serious in there.
There you have it! You can now accept Stripe subscriptions from your customers through your Wufoo forms which automatically renew through Stripe. We’re ridiculously excited to release this feature and hope you, our awesome Wufoo customers, can find unique and novel ways to use Wufoo & Stripe together to make accepting payments even easier so you can get back to doing what you love rather than worrying about forms, payments, or subscriptions.
As always, if you have any questions, comments, or notes, please leave them below. And if you want to comment about how we’ve finally rolled this out, that works too. We won’t hold it against you. :) Either way, thanks for being Wufoo customers and being awesome.
Our customer spotlight is shining full force today on Daystar Television Network, form friends. Daystar is an award-winning, faith-based network that broadcasts 24/7 all around the globe and through as many media formats as possible.
As a result of their incredible hard work, the network reaches over a staggering 104 million households in the United States and 2 billion+ people worldwide.
Daystar is the fastest growing faith-based TV network in the world and we’re honored to have Daniel Woodward, Director of Marketing, visit our humble blog to share their Wufoo story.
Welcome, Daniel! Tell us—How’ve you guys been using Wufoo?
We use Wufoo for all of the day-to-day stuff you’d expect like registrations for upcoming conferences but recently we started using forms for something a little bit unexpected—online prayer requests. Prayer is very important to all of us here at Daystar so reliability was key in our decision to go with Wufoo. That form connects to Zapier and to a help desk. This workflow ensures that we get back to people in a timely manner and let them know that we’re praying for them.
There’s custom code in place that flags emergency situations for us such as if a person submits a form saying they’re thinking about hurting themselves. This allows us to react quickly especially during peak times when our phone lines may be tied up. We also use Wufoo’s API to pull the prayer requests for use on air.
How has Wufoo changed the way you do business?
It’s truly helped the Marketing and Partner Services teams here at Daystar focus on what’s most important—our customers’ experience. We’ve also been able to concentrate on expanding and improving upon our integrations rather than waste a ton of precious time and money on development resources typically associated with building forms from scratch. Then there’s the question of making sure that they’re working properly. We don’t have those kinds of worries with the simplicity of Wufoo forms.
What’s been your favorite experience so far?
Reliability and consistency is super key. In other words, I know that Wufoo will just always work. In the past, I’d used plugins and other services and when you go that route, you’re constantly worrying that a single update will end up destroying all of your hard work and annoy your customer base. That’s really been the whole team’s favorite experience.
I mean, Wufoo is pretty rad. People still say that, right?
We say it a lot around here, Daniel. Thanks for coming by, it’s most certainly been rad and don’t be shy. Send him your questions and comments below.
For more information on the Daystar Television Network, head over to their page.
On April 7, 2014, researchers disclosed a vulnerability in a technology called OpenSSL that powers encryption across much of the internet. The vulnerability is commonly known as the “OpenSSL Heartbleed Flaw.”
Our team took immediate action to secure Wufoo’s infrastructure against this flaw. We closed any exposure that might have existed and now want to let you know that Wufoo is not vulnerable to the Heartbleed flaw.
Although we have no reason to believe that any part of our service has been improperly accessed due to this vulnerability, as a matter of best practice we would like to recommend that all our customers reset their passwords. To reset your password, here’s what you do: Go to the User Management section. Once you’re in the User Management section, click on the Change Password button. A dialog window will appear and allow you to enter new password information. After entering a password, press the Save button to save the changes.
Rest easy tonight knowing your forms are safe. Form on, friends!
If you’re still collecting checks and envelopes of wrinkly dollars from friends and family, you might be curious about how to automate the process with Wufoo. You may also be sniffing around Wufoo for event registrations and order forms, but you just don’t know which payment processor to choose. Well, friends—this is the WuBlogPost for you!
On the Bona Fide plan and higher, Wufoo offers a payment integration feature that allows you to redirect your users to submit their payment. The list of integrations can be pretty intimidating to consider, but here’s the quick-and-easy breakdown:
For Simple Payments
Stripe is super simple. Super super simple, in fact. They have a really easy, fixed-rate pricing model (2.9% + $0.30 per transaction in USD), and you can sign up right from the Wufoo Payment Settings page.
With Stripe, there’s no requirement to have an extra merchant account. The money you collect will be deposited in your bank account on a rolling 7-day basis, so you’re, like, always getting paid.
If you haven’t heard of PayPal, you’re likely living under a rock that blocks WiFi. PayPal has a simple pricing model too, and you won’t need a separate merchant account. Plus, it’s extremely easy to set up. Just try. In the time it took you to read that last sentence, we bet you’re already gtg.
One neat perk to the PayPal integration is the option to set up recurring billing. If you’ve got an Us Weekly magazine subscription on offer, you can automatically debit your users’ PayPal account every seven days, or charge ‘em for four issues a month.
Braintree is basically the Stripe for businesses - simple pricing (no monthly fee!) and simple sign-up. Unlike your Simple Payments solutions, you’ll need a merchant account for handling the money side of things, but Braintree has bundled a merchant account into their standard pricing.
Check out the Braintree 101 to get a feel for things.
PayPal Website Payments Pro
If you’ve got lots of cash flow per month, and you’re a business in the US, Canada, or stately Great Britain, Website Payments Pro is a solid solution for you. Unlike PayPal Standard, payment is all integrated with your Wufoo form, creating a really seamless ordering process.
The good news: you won’t need a merchant account with WPP. In other news: you will need a Business or Premier account, which can take a day or two to set up. More details here.
PayPal Payflow Pro
If you’re a business in the global market (aka not the US, not Canada, and not stately Great Britain), you’d be better off checking out Payflow Pro.
Payflow is gateway-only, meaning you will need a separate merchant account. It can take a few (to several) days to set up with Payflow, so it may only be worth it if you’re bent on sticking with your own merchant. If you are, though - full steam ahead!
If you’re ever Googled “trusted payment provider for small businesses”, Authorize.net should be ringing a few bells. You’ll need a merchant account if you want to get paid, but Authorize.net has a directory of merchants for you to choose from.
If you’re looking to accept payments through bank transfer, take note! Your form’s integrated payment page can be enabled to accept eCheck payments with Authorize.net, and you’ll be eReady to eRoll.
If I had to call USA ePay by any other name, it’d be “Old Reliable”. USA ePay’s been around since practically the dawn of the Internet - or at least the dawn of PCI compliance.
You’ll need your own merchant account to get started. Whenever you’re ready to go, you can sign up to use USA ePay as your payment gateway through a respectable list of resellers.
For Customer Management
To put it simply, Chargify is your subscription management center. You can create a product and specify a subscription period, and users connecting to Chargify can submit their payment info for recurring payments through your chosen gateway.
Chargify is not a payment gateway or a merchant account, so you will need your own. The good news is that you can leverage Stripe (our favorite friend), Braintree, Authorize.net, PayPal, or any of their other partners to get that money.
If you’re looking less for “pay now”, and more for “sign up and pay later”, Freshbooks is your best bet. You can collect all the details needed to generate an invoice - no CC required - and let the customer pay up later on.
Payment can be collected online through PayPal (all flavors), Stripe, Authorize.net, Braintree, eWay, and a number of other payment providers. You can even weigh the benefits of your options (in even greater depth than this here blog post) on Freshbooks’ site right here!
And there you have it—little more sense to the dollars and cents. Of course, let us know below in the comments if you have any q’s.
Bear with us for one sec. Sit up straight. Take a deep breath. Square those shoulders. Feels better, doesn’t it? When you’re centered and in alignment, it’s so much easier to stay focused on getting stuff done without distraction. The team behind the web and mobile app, Asana, knows just how important focus and alignment is when it comes to productivity.
Awesome productivity doesn’t always come easy either. There’s a lot of mindfulness involved in collecting the right information and organizing all the different channels of communication that come into your business. Ok, so mindfulness is probably too nice of a word to describe this process. Sometimes it’s downright tedious and difficult to do.
This is where Wufoo enters the picture. Our integration with Asana enables you to interact with your data in ways that would be otherwise impossible with your standard database. You can truly make your information dynamic and actionable—add attachments or connect data with other relevant Asana tasks without spending hours on spine-crunching data entry or on creating complicated forms.
Here are just a few of the abilities available to you as a result of our partnership:
• Enter bug details for bug/issue tracking
• Capture sales leads and manage them directly in Asana
• Collect support tickets and order requests from customers
• Build a system for collecting employee referrals
• Feed job applications right into Asana
To Use This Integration
First, set up a Wufoo form. Go to Wufoo and create a form with some custom fields. You can either use the Wufoo form on your own site as an embed or via the Wufoo link.
Next, you’ll link your Wufoo form to an Asana project using Webhooks. This way any information submitted to your forms will automatically be directed to your Asana project.
To do so, you’ll first need to find your Asana Webhook URL. The Asana Webhook URLs follow this structure:
You can find your Asana project ID by looking at the first set of numbers in your Asana project URL. For example, in this Asana app URL (https://app.asana.com/0/10198701095429/10198701095429) the highlighted portion of the URL is your project ID. Simply copy this project ID, add it to the Webhook URL structure above, and that’s your Asana Webhook URL!
Next, you’ll need to find your Asana API Key. You can find this key in your Asana Account Settings. Simply find your key and copy it for use later.
Now that we have your Asana Webhook URL and your Asana API Key, you can now setup your Wufoo form to automatically send data to your Asana project.
To do so, go to the Notification Settings for your Wufoo form. Add a Webhook notification to your form, enter in your Asana Webhook URL, and your Asana API Key for your Asana project. Click save and you’re set!
Now, sit back and watch as data from your Wufoo forms automatically gets sent to your Asana projects!
Want to ramp this up a notch or three? You can even set up an optional deeper integration. We’ve added functionality that allows you to create custom routing from your Wufoo form to your Asana project. Your form’s submissions can appear in Asana with a specific tags or assignees based on the selections made within your Wufoo form. Read the in depth guide for detailed instructions on how to setup custom routing.
Huge thanks goes out to everyone at Asana who helped make this integration happen. If you have any questions, be sure to leave them below and check out their blog here.
Inspired to integrate with Wufoo? Visit our Ultimate Guide to Integrating with Wufoo today!
Have a lengthy list of choices for a Drop-down or Multiple Choice field? Does the thought of typing each selection one by one make your soul cry? Enter Wufoo’s ‘Import Predefined Choices’ feature. If you have a text list or even an Excel list on hand, then copy and paste that list directly into the Import Predefined Choices utility. Magically, Wufoo converts that list into choices in your Multiple Choice or Drop-down field.
Let’s see it in action!
Suppose you’d like all entries to select the country they’re contacting you from, but find no need to include an entire Address field. A quick Google search for “text list of countries” returns a short list of hits (~66 million). I find that the OpenConcept text list of countries works well for this.
Add a Drop-down field on your form and click on the Import Predefined Choices button in the Field Settings.
You’ll find a list of Predefined Categories such as Gender, Age, Employment, Continents, Income, Education, etc. And, you’ll notice an open area to the right of the categories to paste your own custom list.
Copy the text list of countries from the OpenConcept page and paste that list directly in to the custom choices area of the Import Predefined Choices utility. Click on the Add Choices to Field button.
Bask in the glory of your own awesomeness. Relish in the fruits of your labor. You’ve just added 195 countries to your Dropdown list in less than 2 minutes.
Predefining a Checkbox field is certainly possible as well. Since Checkbox fields are stored a little differently in the database, you’ll need to set it up as a Dropdown or Multiple Choice field first. Once you’ve predefined the choices, change the field type to Checkbox and well, that should do it.
We hope you’ve enjoyed this installment of Wufoo Tips and Tricks. As always, we’re here to help if you need anything!
Okay, maybe not so dirty. But if you’re new to Wufoo and haven’t yet ventured into the infinite (maybe not infinite but it’s a lot) possibilities of Rules yet, you’re missing out. Rules are that extra something that take a fairly simple form and use case and supercharges them to allow you to use Wufoo to solve some fairly complex use cases and applications.
As always, if you consider yourself a Wufoo Vet (and given how many users we have, there are plenty of you out there!) this post may not be for you. The Back To Basics series of posts are aimed at the newer Wufoo users who want to learn more about the wide assortment of Wufoo features and fully unlock the infinite (again, probably not infinite but close) possibilities of their Wufoo accounts.
Let’s get to it.
1. Make The Form!
Before we venture into setting up rules for our form, we first need a form. When setting up a complex form, I like to first create the entire form with all fields and pages, and from there, add rules and make them dynamic.
For our purposes, I’m using a form that I’ve created that uses Stripe with global currencies (a recently launched feature enhancement that allows Stripe users to accept payments in various currencies) so that people can send me bribes for various tasks they want me to do. In this form I have:
A. Price Field: This field allows people to input how much they want to bribe me with.
B. Text Field: This field is an arbitrary field that I want to be shown only if the bribe amount from the Price Field is more than 50.00 GBP.
C. Multiple Choice Field: This field allows the user to let me know if what I need to do is simple or elaborate. If it’s simple, we don’t need a long explanation (I mean, if it’s a simple bribe, why have it in writing, amirite?) so we’ll skip the page with the paragraph box and just get straight to payment. But if the task is elaborate, the user should see the second page, shown here in D.
D. Paragraph Field: This paragraph field appears on the second page. The second page will only be shown to users if they selected “Something much more elaborate” from the multiple choice field in C.
There, we have our form with all of the possible fields and pages. Now it’s time to add Rules and make it really sing.
2. Add A Touch Of Rules
To add rules to our nifty new form, just head to the Form Manager which lists all of your forms. Find your form, click the “Rules” button and you’ll be taken to the Rule Manager for your form. Now it gets fun!
3. Creating A Field Rule
The first rule we’ll be creating is the rule where we’d like to show the text field only if the price is higher than 50.00 GBP. Since this is a rule that will simply show or hide another field on the same page, it’s considered a Field Rule. Simply click the “Create A Field Rule” button and the first field rule will appear.
To make our rule, you select which field you want to monitor, in this case the “What’s your bribe amount?” field. To do this, you click the first drop down menu which lists all of the fields on your form then select the field which you want to create this rule for.
Next, we choose the rule criteria. In this case, we only care if the amount inputted into this field is more than 50.00 GBP. So we choose the criteria drop down and we select “is greater than”. Now we move over to the next input field where we’ll enter in 50.00. Note: for price fields and rules, you’ll need to specify out to the cents (or pence in this example).
Finally, we want to show the text field in our example form, so we’ll choose the last drop down menu and select the field we want to show, in this case we’ll select the “Shown only if the bribe amount is more than 50 GBP!” field. Click “Save Field Rules” and your first rule is all set.
You can see that the rule matches what we are trying to do by simply reading it in the Rule Builder:
If “What’s your bribe amount?” is greater than 50.00 show “Shown only if the bribe amount is more than 50 GBP!”.
Pretty cool huh? Now, let’s tackle that Page Rule.
4. Creating A Page Rule
Remember that we only want people to clarify their bribery task on the second page of the form only if the task is elaborate. So we’ll need to make a rule that only shows the second page of this form if the value of the multiple choice field is “Something much more elaborate.” For that, we need to create a Page Rule. To do that, simply hit the tab labeled, “Page Rules” click the “Create a Page Rule” button, and your first page rule will appear.
Like creating a field rule, we’ll first need to select which field we’ll need to monitor. In this case, it’s the “What do you need to get done?” field.
This is where things get tricky, so pay attention. In the third drop down, instead of selecting “Something much more elaborate.” we’re instead going to select “Something simple.” as the option. We do this since Page Rules allow for skipping pages and we only need to skip the second page in our form if the task is simple. Hence, we choose “Something simple.” here as our option.
Finally, we then close the loop by saying if the option selected is “Something simple.” then we’ll skip all the way to the Payment page, skipping Page 2 altogether. This way only people with elaborate tasks need to describe their task and those with simple tasks can get to paying us our bribe!
And there we have it, a fairly simple form that utilizes Field Rules and Page Rules to add complex functionality to the form and make it super powerful. There are endless possibilities and applications of using Wufoo with Rules to create really elegant solutions to hard, complex problems and workflows. If you want more in depth information about rules, you can find them here in our handy dandy Help Docs about the Rule Builder.
As always, if you have any questions or comments, leave them below. We love to hear from our customers and readers and hope you found this guide useful!