The Wufoo Blog

Archive of News & Updates

Magi Metrics and Wufoo — Now Compatible with Google Sheets

By Milo Spencer Harper · April 14th, 2015

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

  1. Head on over to Magi Metrics and hit the Signup button to get a 7 day free trial.

  2. Choose Wufoo and then enter your Wufoo username and password.

  3. Click Magi Metrics for Google Sheets to visit the Google Sheets add-on store.

  4. 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.

Update: New Redesigned Share Page

By Johan Lieu · December 8th, 2014

When we began the process to redesign the Share page (the artist formerly known as the Code Manager) our main objective was to simplify the user experience and interface for all Wufoo users, both new and experienced alike. Part of that process was to examine all of the sharing methods and see if we could focus down the page to the options that the vast majority of users were using and remove the ones that weren’t.

In short, we messed up.

After we announced the redesign, you guys let us know that the advanced options we removed in the effort to simplify the experience were integral to your workflows and with their removal your Wufoo experience suffered. The discussion was passionate and appreciated and we heard you guys loud and clear. Today, we just released an update to the Share page that returns the advanced features that you’re used to.

Short Link

We’ve added back in the short, easy to read URL as another way to share a link to you form. Instead of the unique identifier for your form as part of the URL, this link contains the title of your form.

As always, if you change the title of your form, all previously shared short links to your form will no longer work and you’ll have to share the new link with the new title.

Advanced Sharing Options

We’ve returned both the iframe embed option as well as the HTML/CSS download file for all users. Some of our more advanced and technical users require these features for their specific implementations of their Wufoo forms and now they are back.

Given that these advanced sharing options usually require a lot of knowledge of each user’s specific environment and implementation, we suggest that the majority of users use the preferred methods of sharing or embedding their forms (permanent link or Javascript embeds) and that only our most technical users use these sharing methods.

What We Learned

Finally, I’d like to talk about what we learned with this latest change to the Share page and how it’ll change our process going forward.

First, no matter what our data says regarding usage or engagement, we’ll strive to make sure that whenever we update Wufoo we make sure that we account for our power users who are taking their Wufoo accounts to the edge and have really technical implementations. We won’t be so heavy handed in simplifying Wufoo to the point that power users are left out in the cold.

Secondly, we’ll do a better job of communicating these changes to you guys. Both more clearly and earlier in the process. We’ll make sure that whenever we do push big changes to Wufoo, you’ll know about it well ahead of time. We’ve always tried our best to do this but it’s something we can and will continue to get better at. You guys deserve it.

Finally, this isn’t something we learned so much as a genuine thanks to the entire Wufoo community who gave us pointed, critical, and totally helpful feedback here on the blog, as well as on that them there social networks like Twitter and Facebook.

We do read every comment, tweet, and post from you guys and welcome all comments and criticism of what we’re doing here. We appreciate frank discussions about how to make Wufoo better and please know that we care a whole lot about making and keeping Wufoo awesome and the best form builder out there. Thanks again for all of your support and if you have any notes, comments, or questions, please let us know below.

Thanks for using Wufoo!

New Redesigned Share Page Makes It Easier To Share Your Forms

By Johan Lieu · December 3rd, 2014

Today we released a new streamlined and redesigned Share page (the artist formerly known as the Code Manager) in the Wufoo Form Manager. We cleaned up a lot of the clutter to make it easier than ever for you to share your form where you users and customers are. Let’s walk through some of the changes and new features:

Share Is The New Code

The most obvious change we’ve made is to rename the “Code Manager” to “Share”. We’ve also updated the button on the Form Manager from “Code” to “Share” to make it even clearer how to share your form. This change is a long time coming since Wufoo has offered plenty of ways to share forms that wasn’t just code.

Cleaned Up Interface

Previously, the Code Manager was a mess of hidden tabs and it was difficult to figure out what you needed to share your form the way that you wanted to. In the redesign, we did away with a lot of unused features and clutter and removed the tab structure and instead broke out the various methods you can share your form into three parts: links, social sharing, and embedding your form.

The first section is fairly straightforward. This is the traditional permanent link to your form that will never change, perfect for sharing with colleagues or customers in an IM chat, email, or any other ways you share links.

The second section is other methods of sharing, primarily on Twitter, Facebook, or email. More about this section below.

And the final section is where you’ll find the code snippets to embed your Wufoo form on your own site, or even on your WordPress site/blog.

Social Sharing

With this update, we’ve also added two new ways to share your form. You can now easily post and share your Wufoo form to your Twitter or Facebook account. No more copying and pasting links and bouncing between tabs!

To do so, simply click either the button of the social network of your choice and a new window will appear asking you to log in to your Twitter or Facebook account. If you’re already logged in, you’ll see the sharing prompt where you can modify your message before sharing. Click the share button and boom, you’re done! A link to your Wufoo form has been automatically shared to your social network of choice increasing your form’s reach and visibility.

We’re really happy with how the new Share page looks like and think it makes it a lot easier for you to share your forms with your users and customers. We know it’s a big change so we’d love to hear what you think about the new Share page below.

Updated 12/8/2014: Based off your overwhelming feedback, we’ve updated the new Share page to include the previously removed Short Link URL to the links section. We’ve also added a new section named Advanced Sharing Methods which includes complete HTML/CSS download of your form and the iframe embed for circumstances where Javascript is unavailable. These last two features are for advanced users and we suggest that the majority of users use the preferred methods of sharing or embedding their forms (permanent link or Javascript embeds). You can read more about these updates in this blog post.

When to Use Top, Right, and Left Aligned Field Labels

By Johan Lieu · November 4th, 2014

You’ve seen some variation of field label alignment whenever you’ve filled out a form. You may not have noticed as you were completing it but the alignment of the field labels affected how you filled out the form. Field labels and their alignment aren’t merely a cosmetic choice. Form creators typically overlook field label alignment but in this post we’ll tell you why alignment matters and which alignment you should choose when creating your next form.

But first…

What Is Field Label Alignment?

Field label alignment answers this simple form design question: where do you want your field labels to appear relative to the fields on your form? There are typically three options (bottom aligned, we hardly knew ye), Top Aligned, Left Aligned, and Right Aligned. In the Wufoo Form Builder, you can find these options under the Form Settings tab when editing your form.

Label Placement In The Wufoo Form Builder

Now that we’ve got the basics out of the way, let’s dive a little bit into each one and see what they’re good for.

Top Aligned

This is the default field label alignment setting and for most forms, this is fine. Top aligned field labels allow for typically faster form completion and is perfectly suited for when you’re asking for information from your users that they are intimately familiar with, such as their name, address, gender, and other simple questions. Basically, if you’re asking for really common pieces of information that your users know really well, top aligned works great.

Some drawbacks to top aligned field labels is that if you have a form with a lot of questions and don’t use a page break to break up the questions a bit, your form will appear to be fairly long. Even though it might be a breeze to fill out, some users won’t even start as they’ll be daunted by the appearance of your form being too long to complete. So if you need to ask a lot of questions, the other two field alignment options might be a better bet.

Right Aligned

The next most common field label alignment setting is right aligned. This field placement benefits from decreasing the amount of vertical space your form takes, thus making the form appear shorter than it would if you used top aligned field labels. This comes at a tradeoff, however.

Right aligned fields typically take users a bit longer to fill out the same form than if it were top aligned. This is because in top aligned labels, the label and the form field are on the same vertical line so it’s easier to jump from label to field.

So, if it takes longer then why would we choose it? Simply put, since it takes your users a bit longer to read the label and find the input to enter in their data, they slow down a bit and it actually decreases the amount of errors that might arise from someone filling out a form too quickly. Since they aren’t speeding through your form, your users will enter in less erroneous data and subsequently you’ll have less bad data in your entries.

Left Aligned

Finally, if right aligned fields slow down users a bit, left aligned fields are the slowest of all three. It takes a bit longer for users to read the labels on the left and connect them to the fields themselves on the right.

Again, why would we ever have this option? The answer is the same as right aligned labels; by introducing some friction to the scanning process, you’ll force your users to slow down and in turn decrease the amount of errors and bad data you receive. Typical use cases for this is when you have a form that is asking the user to enter in data they aren’t very familiar with.

Think of an IT Help Desk form that asks your users to input their 25 digit employee ID (that they only use once a year), along with other fields that ask the user to input the serial number and registration number of their devices, and the model number of their device that is on the back of their monitor. All of these are super unfamiliar pieces of data (no one looks at or views the serial numbers of their devices on a regular basis) that you need to be correct and accurate so you can fix the problem.

If there was an error in inputting the data, you’d have to contact the user to get the right info, increasing the time to just fix the issue. By making the form take slightly longer to complete, you’re drastically decreasing errors and bad data and saving more time further down in your day.

To summarize

  1. Top aligned field labels are great for most forms and perfect for forms that are asking for familiar data.
  2. Right aligned field labels are useful for slowing down the user a bit and decreasing errors.
  3. Left aligned field labels take users the longest to fill out a form but are perfect for slowing down the user when they are entering in unfamiliar pieces of data. These labels also help you decrease the amount of errors and any bad data that you might receive.

I hope that helps you understand the importance of field label alignment and the next time you sign up for a service or fill out a form, I guarantee you’ll notice the alignment of the fields.

Got a comment, question, or not? Leave it below!

Get Instant Email Notifications Whenever Your Customers Pay

By Johan Lieu · October 3rd, 2014

An oft-requested product feature by you fine Wufoo form owners? The ability to receive an email notification when a customer checks out and successfully pays through your Wufoo form (and not just when they fill out the form). Well, we’re happy to announce that now whenever a customer fills out your form and pays you, you now have the ability to have the email receipt sent to you too.

With this feature, you’ll be sent a copy of the email receipt that your customer receives. This way, you’ll have the payment receipt email for your records and you’ll know instantly when a customer has paid you. Note: setting up and receiving payment notifcations works for all payment providers (with the exception of PayPal Standard, Chargify, and Freshbooks) not just Stripe as pictured here. Definitely all good things to know, right?

Let’s walk through how to set it up!

Payment Settings Setup

To start receiving a copy of the email receipt when your customers check out, head on over to the Payment Settings for your specific form. Once there, you’ll see a new checkbox option in the second column (Payment Options) labeled, “Email Copy of Receipt to Me”. Click the checkbox and a text field will appear. Enter the email address where you’d like to receive your notification (up to 20 email addresses separated by a comma) and then click Save Settings.

That’s all there is to it. Now whenever one of your customer fills out your form and successfully pays you, you’ll instantly know since a copy of the email receipt will be sent to you automatically. As always, let us know what you think in our Comments section.

Wufoo Guides Available, Forums Shutting Down

By Johan Lieu · August 29th, 2014

On Tuesday, September 2nd, 2014 we’ll be shutting down the Wufoo forums. When Wufoo first launched, we were a small and lean team. We really relied on our amazing Wufoo community to help each other out with their questions that we were unable to answer in a timely fashion.

Since that time our wonderful community has grown, and so has our customer support team. So much so that we can now help customers without them having to post/search their questions/anwers in the forums and hope that someone can help them out. Now, we’re able to answer our customer’s questions and inquiries directly and in a blink of an eye (well, maybe not a blink, but pretty darn fast). We really pride ourselves on our customer support and would only shut down the forums if we knew our customer support quality was top notch, and it is.

Ahead of the planned shutdown of the forums, we’ve been hard at work creating walkthrough and how to articles to make sure the best forum threads are preserved. We’re proud to announce that you’ll be able to find these pieces of content in our newly launched Wufoo Guides section. In Wufoo Guides, you’ll find all kinds of articles ranging from the basic stuff, to how to customize your Wufoo forms and experience, and even advanced techniques to really create something custom and incredible. We’ll continually add more guides in the future, so if you’ve got a topic you’d like covered please let us know in the Comments below.

We know that some of our most loyal customers have been using Wufoo for a while now and have been on the forums for almost as long, and we’d like to say thanks for all the support. Thanks! And, please continue to be part of the community and engage on our Facebook page, Google+, LinkedIn and of course, on Twitter.

Form Onwards!

Wufoo Now Supports Coupons For Stripe Subscriptions

By Johan Lieu · August 27th, 2014

We recently added support for Stripe Subscription Billing and we’re really happy with the response we got from you guys; it’s been overwhelmingly positive. Stripe Subscriptions makes it super easy for Wufoo customers to create a payment form and create and charge their customers on a recurring basis. No more worrying about whether or not your customers have paid you this month; Wufoo and Stripe takes care of it all for you.

With that said, we’ve also got a lot of feedback that coupon support was sorely needed. So, that’s what we added. You’ll now be able to offer discounts on your subscription plans to your customers using Stripe Subscriptions by using Stripe Coupons! Now you can get really creative with the deals you’ll be able to offer to your customers and increase the number of customers who will purchase your subscriptions. Here’s how you setup coupons to work with Stripe Subscriptions.

How to Setup Coupons in Stripe

The first step you’ll need to take to add coupon support to your Stripe Subscription payment integration is to create some coupons in Stripe. Head over to the Stripe Dashboard and on the left hand navigation panel you’ll find a link named, appropriately, “Coupons”. Clicking this link will bring you to the coupons panel where we’ll be spending most of our time.

As you can see in the above screenshot, all of my previously created coupon codes are listed. It allows me to track what codes I have active and to let me effortlessly manage them all. The next thing we need to do is create a coupon. Do this by clicking the ”+ New” link in the top right. A modal dialog window will then appear to let you do just that. It looks like this:

This modal has a bunch of options, so we’ll quickly walk through them item by item here:

  • Percent off: This allows you to offer percentage based coupons, like 10% off. You input the number (sans % sign) of the percent that you want to offer. It has to be a whole number, no 5.5 or 3.4’s.
  • Amount off: In the event that you’d rather give a specific amount off for your coupons, this is where you’ll go. You can enter in any numerical value (sans $ sign) like 4.99 or 9.99. Note: You can only offer a percent off or an amount off but not both. Choose only one for your coupon.
  • Currency: The currency which you’d like to discount. It should match the currency of the plans that you are offering. For example, if your subscription is $10 USD a month, your coupon should also be in USD.
  • Duration: This is where you’ll select how long the coupon should be in effect. There are three options: Once, Multi-Month, Forever.
    • Once means the coupon discount will only apply to the initial charge of the subscription but subsequent subscription renewal charges are for the full amount. Good for offering an initial discount on the subscription.
    • Multi-Month means the coupon discount will apply for X amount of months. For example, if you select 3 months, the discount will apply for each of the first 3 months the subscription is renewed but not on month 4 and forward. Note that this will only work for monthly subscriptions.
    • Forever means the coupon discount will apply for the duration of your customer’s subscription plan. Every single time your customer’s subscription renews, the discount will be applied. Perfect for offering life time deals and other such promotions.
  • ID (Code): This is the actual coupon code text that your customers will type in during checkout to apply their coupon code. You can use numbers and letters but no symbols.
  • Max redemptions: If you desire to cap the number of times a single coupon can be used, you can do that here. Simply enter in a number and once the coupon has been redeemed that many times, it will expire.
  • Redeem by: If you’d rather cap the number of times a single coupon can be used by setting an expiration date, you can do that here. Simply select a date and your coupons will expire on that date. You can use this in conjunction with Max redemptions so you can expire coupon codes by both usage and date, whichever comes first.

And that’s how you setup a coupon. In my example, I’ve created a 20% off discount that works only once and given it the uninspiring name of “20PERCENT”. I’ve also decided to not have any max redemptions nor expire the code so it’ll be good forever. After clicking the “Create coupon” button, the coupon settings are saved and immediately set live. The next thing to do is setup my Wufoo form’s payment settings to start accepting coupons.

How to Setup Coupons in Wufoo

Before you setup Stripe coupons, you’ll first need to add Stripe Subscriptions to your form. You can use our Stripe Subscription announcement blog post we’ve previously written to do just that.

Now that you’ve got your form all set with Stripe Subscriptions, we can now setup our form to accept the coupon codes we created in Stripe. To do this, simply head to the Payment Settings for your form. Once you’re there, simply check the “Allow for Coupons” checkbox in Payment Options. Click “Save Settings” and you’re all set! Now your payment form is set to accept coupons from your customers. Easy, peasy.

Coupons In Action

If you’re curious about the experience your users and customers will have when checking out with coupons, this is the section for you. When your customers visit your Stripe Subscriptions payment form that have coupons enabled, they’ll now see a text box that allows them to enter in a coupon code to get a discount as shown here:

If an enterprising customer decides to try to enter in a code that either a) doesn’t exist or b) has expired, they’ll be informed of this as shown here:

And if your customer does enter in a valid coupon code, they’ll see something similar to this:

Depending on the type of coupon code (Once, Multi-Month, Forever) the message that appears in the Recurring Charge line item box will differ. In the screenshot above, the customer entered in a coupon code that is valid for their entire subscription (e.g. Forever) which is why the message says, “(This coupon is good forever).” Multi-Month coupons will say something along the lines of, “(For the next 3 months).” And single use (e.g. Once) coupons say nothing of the sort (as they shouldn’t).

And finally, when a customer successfully purchases a subscription with a valid coupon code, you’ll be able to view all subscription purchases for each coupon code within the Stripe Dashboard. Just visit the Coupon panel again, click the corresponding coupon code and you’ll see the list of customers who have used your code.

We’re really excited to announce this improvement to the Stripe Subscriptions payment integration and in the coming weeks we’ll be writing about the various ways you can use coupons to give your users better deals and get even more of them as paying customers. Got some notes, comments, or feedback? Feel free to leave it below!

Find the Perfect Integrated Wufoo Payment Provider with Our Interactive Form

By Johan Lieu · July 31st, 2014

If you own your own business and want to sell your wares or services online, you’re going to need to figure out how to accept online orders. Luckily for you, it’s never been easier to do just that and with Wufoo, you don’t even need to know how to code. By simply signing up for one of the many payment providers Wufoo has integrated with, you can create your online form and start accepting payments in simply a few minutes.

Before you do that, you’ll probably need to figure out which payment provider is the one for you. Wufoo offers integrations with a wide variety of partners like Stripe, PayPal, and Authorize.Net to name a few. Since we offer so many, we’ve created this handy interactive form to help you figure out the right payment provider for you.

We’ve built this interactive form using Field Rules so that you can simply answer the four short questions on this form and you’ll soon be on your way to figuring the perfect payment provide to integrate your Wufoo forms with and to start accepting payments online. After you take the form, we’ve used our nifty Form Rules so we’ll even email you a confirmation email with our recommendation so you have it for your records.

So what are you waiting for? Take the interactive form and find the right payment provider for you! If you’ve got experience with any of the payment providers and have some recommendations of your own, feel free to share your experiences with others in the Comments below.

Fill out my online form.

We’ve Added Nearly 200 New Templates to the Wufoo Form Template Gallery!

By Johan Lieu · June 4th, 2014

To help you, our wonderful Wufoo customers, save even more time and get back to doing what you do best we’ve added nearly 200 brand new and high quality form templates to our template form gallery. That means that we now have more than 350 form templates for you to use to save time and get a jump start on your data collection.

We’ve got everything from a Team Performance form to help you get started with employee and team reviews, to a Membership form to help clubs, groups, and companies start receiving membership applications.

We have a boat load of registration forms like our nifty Neighborhood Events form to help you throw events and build a community in your neighborhood, and even a Family Reunion Registration form to help get the whole family back together again.

If you’re using Wufoo forms to run your business, make sure to not miss our Lead Generation forms like our Business to Business form that lets your potential business customers the ability to let you know what they are looking for. And don’t miss our Survey forms like our Market Research survey form, designed to get you a jump start on collecting quality information about your customers. Ready to make your company, product, and service even more awesome? Yeah, we thought so.

No matter what kind of form you’re looking to create with Wufoo, we’re pretty sure you’ll be able to find it in our template form gallery. You can also use one that’s similar to what you want and customize it, saving you lots of time in creating your form so you can start receiving useful data that much more quickly.

Missing a form that you’re sure others would like to use too? Let us know in the comments!

Stripe Subscription Billing Is Here!

By Johan Lieu · April 24th, 2014

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.

You can see that my form consists of some contact fields at the bottom (a name field, an email field, and an address field for my records).

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.

Note: Stripe Subscription Billing will only work with Multiple Choice or Drop Down Menu field types. If you want to use subscriptions, you’ll need to use one of these two field types.

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.

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    The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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