The Wufoo Blog

Archive of News & Updates

New feature! Customize form closed message

By Kane Stanley · May 11th, 2017

Last year we wrote a cheeky guide on how to use CSS to create a custom closed message on a form. It was a solid workaround, but required a bit of legwork to execute. We’re happy to say, you can now skip leg day as much as you’d like, thanks to the new form closed options.

Form closed options, which are available on all paid plans, let you add a completely customized message for your users when they visit a closed form. If you don’t want to leave a custom message for the user, you can choose to redirect them to your own website instead. Better yet, setting this up requires no CSS or workaround. To show you how easy it is to use, let’s check out an example using a glorious donation form.

Dodge the Dinos 20K Run is an annual 20K run with a twist. Runners are chased by Wufoo’s very own dinosaurs. Fundraising for chosen charities is urged, and participants can use a donation form for their fundraising. Cue the Dodge the Dinos 20K Run Donation Form.

Taking donations before the event is fantastic, but what if someone visits the form after the event is over? It would be great to let the visitor know that the dinos have been dodged, but they can learn all about the chosen charity if they’d like. This can be done with a form closed message. Setting this up couldn’t be easier:

  1. Click the Forms tab at the top of the page
  2. Click Edit on the form
  3. Click Form Settings
  4. Click Show Text under the Form Closed Options section
  5. Add the custom message and save

Easy Peasy. Now, if someone were to try to donate after the event, they’d see the custom form closed message telling them that they’re too late.

Form Closed Message

It could also be good to redirect the person to a website after the event is over. That could be a site to the specified charity or any site you’d wish. Setting this up is just as easy. Simply follow the same steps as before, but choose Redirect to Website instead. Then add the URL from there.

Closed Form Settings

In this case, if someone were to view the form after it was closed, they’d be immediately redirected to the specified website. This is a fantastic option if you’d like to send your customers to your own website after a form has closed as well.

The form closed options offer you a brand new dimension to keep your users informed or to get them to your website. We really hope you like this new feature and we’ve got loads more to come. If you’d like to learn more about how form closed options work, check out our help center article as well.

Integrate Wufoo with Salesmate CRM to track sales leads

By Praveen Chandran · May 9th, 2017
Every now and then, we invite our partners to publish relevant guest posts in Wufoo blog, posts that we believe would add immense value to our beloved Wufoo customers.  This time around, we are happy to feature Salesmate.io, a powerful CRM tool that integrates well with Wufoo web forms.  Our friends at Salesmate.io are here to walk you through a few easy steps to setup the integration.

Have a Wufoo web form embedded in your website to collect sales leads?

The good news: Your website’s sales lead form is blowing up, sending hot leads at you faster than you can count them.

The slightly-less-good news: Your inbox is filling up faster than you can copy/paste lead info into your CRM. So instead of feeling excited, you’re a bit nervous you’ll lose track of your prospects.

But now you can embrace your sizzling lead form without getting burned. That’s because we partnered with Salesmate small business CRM  to help you organize and track your leads easier than ever.

How the Wufoo + Salesmate integration works

It’s super easy to set up the Salesmate integration as a Wufoo WebHook. All it takes is a little toggling in the settings of both applications. We’ll start with Salesmate:

  1. Navigate to your Salesmate settings by clicking on your profile icon
  2. Go to Setup > Apps & Add-ons
  3. Find the Wufoo Integration app
  4. Click Install

It’s just as simple to integrate the two applications on Wufoo’s side:

  1. Navigate to Form Manager > Edit > Add notifications
  2. Select Another Application > WebHook
  3. Click Add Integration
  4. In the As a WebHook box, enter your WebHook URL and Handshake Key as given on the Wufoo Integration Page.
  5. Tick the Include Field and Form Structures with Entry Data checkbox
  6. Click Save and you’re done!

Now that you’ve set up the integration:

  • Your Wufoo name field will automatically become your Salesmate contact’s name.
  • Any text field called Company, Organisation, or Organization will become the contact’s company name.
  • Any Wufoo field that has the exact same name as a Salesmate field (either default or custom) will sync instantly.
  • Salesmate will save all other Wufoo fields as contact notes.

So skip the copy-paste game and dive directly into the fun part of sales: talking to people and telling them about your amazing product.

For more information, see our Help Desk article on Salesmate integration.

Great news!  Our friends at Salesmate are offering 20% off first three months exclusively for Wufoo customers.  After you sign up for a Salesmate trial account, just email us at hello@salesmate.io to activate the offer. This offer is valid till August 4, 2017.

New feature! Add Google Analytics tracking to your form

By Praveen Chandran · May 4th, 2017

If you love data, chances are you use a powerful tool like Google Analytics to gain insights into how customers interact with your website. And for many of you, being able to track your Wufoo form performance in Google Analytics was on your wishlist.

Well wish no more, data fans! We heard you loud and clear. Now you can track the behavior of people who fill out your Wufoo web forms with your existing Google Analytics account.

It’s never been easier to get the data you need to build high-performing forms. Keep reading to see how to enable our Google Analytics web form integration.

Enable Google Analytics for Wufoo with one click

We’ve added a checkbox to the settings of every Wufoo form, old and new, to enable Google Analytics. It’s just as easy, then, to add Analytics to current forms as it is to add them to new forms. All you have to do is check the box:

How to add Google analytics tracking to Wufoo web forms

Then, we’ll prompt you to enter your Google Analytics tracking ID and the domain name of your website.

How to find your Google Analytics tracking ID

Your tracking ID is that long string of letters and numbers that looks something like this: UA-1234567-8. To find your unique tracking ID:

  1. Navigate to Admin on the Google Analytics homepage
  2. Select your account from the drop-down menu
  3. Choose Property Settings from the Property column

How to get your Google analytics account tracking ID?

Your tracking ID is at the top of your account’s Property Settings page. See this Google post for more detailed instructions on how to track down an elusive tracking ID.

Direct data to your domain

Because Wufoo forms all use the subdomain “yourusername.wufoo.com,” you’ll have to give us your true domain name so we can attribute the form to your website. Your domain name is the website associated with your Google Analytics account, such as “yourwebsite.com.”

For more on how to enable Google Analytics for your Wufoo form, check out this help center post.

We’ve optimized the Wufoo + Google Analytics experience

Naturally, you want the most accurate page view and conversion counts possible. To get accurate counts, we add your tracking ID to the footer of each form, so that Google only tracks the views of fully loaded pages.

On multipage forms, we add your tracking ID to the footer of each page. This gives you insight into the page-to-page conversions of your forms and makes it easy to identify troublesome drop-off points. Nice!

Get insight into both standalone and embedded forms

You can add Analytics to any type of Wufoo form. It’s super straightforward to track standalone forms. Just click the checkbox and you’re done. Embedded forms are, however, a little trickier.

You can track embedded forms with Analytics in two ways: either on your website itself or by clicking the checkbox in form settings. Either way works, but, if you choose both, Analytics will count each page view and conversion twice. This doubles your conversion rate…in the worst way possible!

To get accurate page view and conversion counts, choose either website or in-form tracking for embedded forms, not both. To learn more about the nuances of tracking embedded forms, check out this help center post.

There you are! You have all the information you need and, now, it’s time to get tracking. Wufoo + Google Analytics makes it easier than ever to collect the customer data that will make your awesome forms even more awesome.

New Feature! Add placeholder text to your form fields

By Nicola Plate · May 3rd, 2017

Hey all you lovely form fans! You’re some of the best people in the world – One of the things that makes you the best is that you aren’t afraid to tell us what new features Wufoo needs. As amazing and awesome as Wufoo already is, we can always make it more amazing and more awesome. We’ve taken your advice and added a feature that many have requested: Placeholder Text.

What exactly is placeholder text?

cloak date field online form

 

Placeholder text is text that you can add in the input field that won’t be collected as data. It’s a guide for your users so they know what sort of information to put in a field. When your end user clicks on a field in your form – poof! The Placeholder Text disappears and is replaced with whatever the user enters into that field.

cloak date field online form

Here’s a list of all the form-tastic fields that you can add Placeholder Text to:

  • Single line Text
  • Number
  • Paragraph Text
  • Address
  • Email
  • Phone
  • Website

Still not sure how you’d use placeholder text? Well, look no further: Let’s pretend you run a pizza place with a million different toppings – you could just leave a text field on your form so the end user can specify all the toppings they want to add to their pizza. Rather than leaving those hungry customers to their own devices, you can give them a few suggestions to start:

Pepperoni, olives, peppers, pickles, jelly, peanut butter, regular butter, etc.

You’d want to add this as a Placeholder Text — this will just hold the place (see what I did there?) of the customer’s REAL toppings until they decide what they want and type it out. As soon as they start typing, the suggested toppings will disappear and only what your customer types will be submitted.

Placeholder Text vs. Predefined Values

By now you MUST be thinking, “Wait… don’t we already have Predefined Values? Isn’t that the same thing as Placeholder Text?”

I’m glad you asked! Yes, we do have placeholder text, but no, they are not the same thing — they couldn’t be more different!

cloak date field online form

 

Placeholder text is a visual aid for your end user. It’s the guide that leads them to the perfect pizza toppings (to continue with my example above)! Alternatively, a Predefined Value for a field is actual text in the field that won’t automatically disappear when the end user starts to type. It’s ACTUAL data that will be ACTUALLY collected in the entry if your customer doesn’t delete it.

cloak date field online form

 

If you had all those toppings for your pizza as a predefined value and the end user did not touch the field, all those toppings would be collected as data in the entry. You’d have no idea whether they actually want pepperoni, olives, peppers, pickles, jelly, peanut butter, and regular butter, or if the backspace on their keyboard was just broken!

cloak date field online form

 

So as you go off and figure out whether or not you need a predefined value or placeholder text, please remember that if you decide to add both, the predefined value will always take precedent over the placeholder text. If you have predefined text (even just a space!), the placeholder text won’t be there at all. For more information about placeholder text, hop on over to this Help Center page!

Hello Pagination!

By Patrick Leckey · March 14th, 2017

Hey form friends! Since this is my first blog post, figured I’d say hi - I’m Patrick, and I’m the new Engineering Manager for Wufoo here at SurveyMonkey. Super excited to be on this awesome team full of amazing people, and I’ll do my best to not bore you with all my upcoming blog posts - promise!

First up, (drum roll, please!)… Pagination! We’ve made a few changes to the Form Manager, so that your lists of forms is now broken down into pages. Now you can select how many forms you want to view per page. Pretty awesome, right!?

Why the switch to pagination?

There have long been battles over pagination, show everything, or the dreaded infinite scroll. The reality is, each have their place and there is no single right answer. Take Google for example: search results are paginated, but Google Images is infinite scroll - and in both scenarios, it works. Bing on desktop is paginated, Bing on mobile infinite scrolls - again, it just works.

On the other hand, lists can benefit from being broken into pages. You’re looking for something specific, and breaking that up into digestible chunks often reduces the amount of time it takes to find what you’re looking for. How many times have you been scrolling down a long list and breezed right past what you were looking for? It happens, and it’s super annoying - especially if you don’t know where it is in the list first.

The entire Wufoo team thought long and hard about what would be best for you, our lovely customers. Pagination just makes the most sense for Wufoo! You’ll be able to view a subset of forms at any given time, which will make the Form Manager load faster and be more scannable.

What about the search function?

In order to make the experience more consistent with other popular search interfaces, and to properly accommodate pagination, the search implementation is no longer real-time filtering the entire list of forms.

New search buttons

If you’re a bit skeptical about this change… don’t worry — it’s going to make the form manager far easier to manage! We’ve added in a couple of lovely buttons for you: Search and Clear. For customers with a large number of forms (and there are many!) this will drastically decrease both Form Manager and search result page load times - basically, we want to help you get your work done faster and smoother with a more familiar flow.

And there you have it! Pagination: one step close to an even better form manager. We know you’ll agree these changes are for the better - and we can’t wait to show you what we’ve got in store for the future!

In case you missed it! Wufoo’s 2016, inspired by you

By Praveen Chandran · November 17th, 2016

wufoo online forms calendar‘Tis the season for highlight reels and nog. Lots of nog. In addition to partaking in holiday cheer, we’re thinking about how grateful we are to customers like you. For 10 years, you’ve inspired us to do our best work. And this year was no different—from product and design improvements to celebrating our partners. So without further ado, here’s a roundup of our 2016, dedicated to you!

1. Celebrating 10 years of Wufoo - Did you know that Wufoo’s 10 years old? After millions of customers, forms and entries, we’re going stronger than ever, thanks to the overwhelming support from amazing customers like you. We looked back at the top 10 critical moments that defined our journey, and, of course, celebrated the only way we know—with crazy fun events.

Screen Shot 2016-11-17 at 3.49.47 PM

2. A new template gallery to usher in a new era of forms - Who wants to build an online form template from scratch? If you’re like most, you probably just want to start using your form right away. So we added a bunch of new templates our popular Form Template Gallery, improved the search function, and gave our design a complete facelift.

3. Website design refresh - “Enough with the yellow stripes already!” you told us. And we listened. Whether you’d like to learn about Wufoo’s fantastic features, look at examples, compare payment providers before you integrate one with Wufoo to accept payments, or look at how we serve the education industry, we made it easier to find information through our design and content refresh.

4. A new form manager - In any given day, you’re most likely to use Wufoo’s Form Manager and Form Builder. So we chose to make these more user-friendly by updating their look and feel and make the most used options like Themes and Share Form more easily accessible.

5. New themes to make your forms look awesome - Some of you let us know that you didn’t have time to design new themes and apply to forms—and that the themes we had weren’t exactly what you wanted. So we launched six new themes that’ll make your forms look fantastic.

6. Redesigned share page - We chose to give a long overdue design refresh to the Share Page to make the various share options more easily accessible.  We also added new options, like the ability to share your forms on LinkedIn and Google+ to help you collect more entries for your form.

7. We are serious about security - Our customers love us for being a fun brand with cute little dinosaurs and all. However, we’re very serious about security of our customer accounts and data. So we’ve updated our password and security rules to help keep your account safe and ease your mind.

8. Celebrating partners - Our partners are integral to serving our customers well through integrations with commonly used applications. So, we revamped our partners page so that you can find relevant partner integrations easily. As always, we kept you informed throughout the year on how you can make these integrations work for you—use automate.io to support data exports, move data to Google sheets, or learn different ways in which you can benefit from Zapier workflows.

9. Completely revamped our help center - We reorganized and added lots of new articles to our Help Center so it’s even easier to search and get answers faster. Check it for great tips on using Wufoo.

10. TrustRadius 2016 top rated survey tool of the year award - Thanks to your support, TrustRadius gave Wufoo the top rated survey tool of the year award for 2016.  The award reinforced our values that if we continue to do good things for our customers, they will continue to support us forever.

As we enter 2017 and begin our journey towards another decade of Wufoo, we vow to keep making Wufoo better every day for you. We’ve got a ton of exciting features and updates planned for 2017. Watch our blog for more updates from us in the next few months—and follow us on Facebook, Twitter, LinkedIn and Instagram to stay on top of everything happening in the world of Wufoo.

New Security Update

By Renee Morris · October 20th, 2016

Hey form friends! We’re publishing some updates to our password policy as part of our ongoing efforts to help protect you and your data. These changes are in line with standard best practices, and will help to increase the strength and security of your Wufoo account.

 

Increased Password Strength

Two of the major factors in password strength are the variety of characters you choose, as well as the total number of characters used. To improve all Wufoo passwords, when choosing a new password you’ll now be required to use:

  • a minimum of 7 characters
  • at least one letter
  • at least one number

We also recommend including other types of characters such as punctuation and symbols for even more secure passwords.

 

More Frequent Password Changes

If your password is compromised, you can greatly limit the potential impact by regularly updating your password. To encourage this, we’ll be requiring a password change at least once every year. Going forward, if you haven’t changed your password in the last 12 months, you’ll be prompted to choose a new password on your next login. Along with this, you won’t be able to reuse your last 4 Wufoo passwords. To summarize, your passwords:

  • must be changed at least once every 12 months
  • can’t match any of the last 4 passwords used

For even better security, we strongly recommend using a password unique to Wufoo, and avoid reusing your passwords with other services.

 

We’re proud to help you build tons of amazing online forms, and we’re committed to protecting you and your information, so we’ll continue to work on improving the safety and security of Wufoo for everyone.

 

If you have any questions, feel free to contact us and we’ll be happy to help you out.

 

Update on Google Image hosting capability

By Cody Curry · August 26th, 2016

As you probably know, images play a big part in how we interact with forms. Whether it’s your organization’s logo, product images, or just a nice picture of your favorite dinosaur—they’re important. We wanted to let you know about a change that is coming up from Google that may impact you and your forms in the near future.

For a long while, Google has allowed folks like you and me to upload our images in Google Drive, then connect to them and display them in locations outside Google, like Wufoo. This is particularly useful for displaying logos and images on your Wufoo forms, and has been a fantastic way to host your images for free.

Beginning August 31st, 2016, this feature will no longer be available from Google. When that change happens, any images that you have hosted on Google Drive will stop being displayed on your Wufoo forms.

But don’t fret

To help ease the transition, we have a few suggestions. Our favorite is to re-upload your logos and images over at Dropbox.com. They graciously allow people to link to images they have in their Dropbox account.

  • First off, upload your files to Dropbox then grab your share link. It will be formatted just like this link: https://www.dropbox.com/x/xxxxxx/image.jpg?dl=0
  • You can make one quick change to this URL for it to work in Wufoo. Change the 0 at the end to a 1. In the end the formatting will look like this: https://www.dropbox.com/x/xxxxxx/image.jpg?dl=1
  • Note the 1 at the end and the https:// at the beginning? Awesome. Replace the link to your image from Google with that new link, and you’ll be all set.
  • More options

    Another option for you is to host your own images. While this does take a bit more savvy—as well as bit more money—this is definitely the most future-proof method to make sure your images are always available exactly where you want them.

    One key aspect of hosting your own images, is that you’ll need to have an SSL certificate installed. Because Wufoo forms use SSL encryption by default, your images need to be hosted somewhere with SSL encryption too. Talk to your web developer or your hosting company to see if they can help you get an SSL certificate installed if that’s the route you plan on going.

    These methods will work anywhere in Wufoo, whether it’s your logo, an image within your form, or a background for your theme.

    Please let us know if you have any questions or comments and Cody can help!

    How to bcc with the best of them using Solve and Wufoo

    By Kayte Korwitts · August 26th, 2016

    We love welcoming old friends back onto the blog. Way back in the day, ok actually just a few years ago, we featured one of the most powerful players in the cloud-based CRM space—Solve.

    Well, guess what—they’re back once more. This time to share a super specific use case but one showcasing CRM and Wufoo features that can be used by all types of businesses. Mike McNulty of the Marketing team is here to run through you some quick and easy steps.

    Take it away, Mike!

    Maintaining a complete communication history with your clients is necessary to building trust and deepening that crucial relationship. This is especially the case when it comes to the realtors we work with. Their clients are constantly scheduling, rescheduling and need responses fast.

    Admidst all this daily chaos of plannig, it’s important to lean on systems that can jump in and automate your repetitive work while still keeping track of it all. So, Realty teams should be particularly happy to hear about Wufoo’s latest features, starring that mainstay of email etiquette—the bcc.

    Why it works

    Realtors use Wufoo forms on their website to collect prospective home buyer or seller info and save it in their CRM. When the prospect completes the form, Wufoo can immediately reply back for you, with a personalized email to begin qualifying the client.

    This makes it easy for Realty teams to become uber-responsive while automatically capturing details on their new web-leads. But while Wufoo has taken the initial reply off your plate, it’s important to keep track of what’s being sent, to whom and from where.

    How it works

    Wufoo’s new bcc feature gives our clients the option to discreetly copy that email to their CRM and automatically link it to that client’s newly minted record.

    Realtors should take full advantage by BCC’ing a copy of their Wufoo email to their Solve workgroup email address or any other CRM dropbox, where the email will be shared with the team. So if that client calls, any team member will be able to quickly glance at their record and reply as though they wrote it themself.

    Maintaining a complete communication history of clients may be hard, especially if you are a busy Realtor, but Wufoo is doing their part to make it easy.

    Here’s a peek at what it looks like in action:

    Screen Shot 2016-08-26 at 11.46.41 AM

    Don’t hesitate to reach out below in the Comments section with any questions!

    Learn more on how to setup Wufoo and Solve together.

    Well, Hello cc: and bcc - New Feature!

    By Praveen Chandran · June 16th, 2016

    Notifications, notifications, notifications. They’re key to staying on top of your form entries after you deploy a form.

    You want to know as soon as the entries start rushin’ on in. Why? So you can take fast action on all those hot entries of yours, of course. Thus far, you’ve probably relied on setting up basic email and text notifications. Or maybe a notification based on the value of a form entry, oooorr even get custom notifications using our Webhooks integration.

    So guess what? We’ve kicked up our notifications capabilities up a notch. Say hello to cc and bcc capabilities, form fans. You can find these handy little fields in Form Settings for confirmation emails, notifications (when you use “customize notification email” option) and in Form Rules.

    Confirmation Email

    Notification Settings

    Form Rules

    Now it’s guide time! Read. And learn.

    2 quick tips for making your notifications more awesome with cc/bcc

    1. Mark the special email address of your CRM like Salesforce in bcc of your notification or confirmation email so that it gets recorded towards the appropriate lead or contact in the CRM. Most top CRMs support this email forwarding feature with special email addresses.

    2. Send the notification email or confirmation email to specific team members in cc or bcc. These emails can also be based on pre-defined values in the form rules to help with simple workflow management within your team.

    Now cc/bcc on! Let us know what you think.

    Please share your use cases of using cc and bcc with us in the Comments section.

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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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