The Wufoo Blog

Archive of Tips and Tricks

5 tips to keep your customers engaged this holiday season

By Diego Graglia · November 1st, 2017

They don’t call it ‘Holiday Season’ for nothing, right? Halloween is already gone–I totally nailed my ‘The Dude from The Big Lebowski’ costume, by the way–but the festivities keep coming and they won’t stop for a full two months (or three if you are one of the lucky kids who gets gifts on Three Kings Day on Jan. 6).

During these hectic holidays, we know that you and your customers are constantly on the go. As our digital lives have become more mobile and social, it’s crucial to know how to connect with your audience and listen to your customers on all platforms to keep them closely connected to your brand.

For example, with our freshly redesigned mobile experience, you can keep an eye on your incoming responses from your smartphone while you hold a glass of punch in your other hand!

To help you out, we thought we’d bring you some holiday cheer by sharing some great tips to keep your customers engaged with Wufoo’s help!

  1. Share your web forms on social channels

Your customers may not have a lot of time, but they recognize value when they see it. With Wufoo, you can take your online forms to the most popular social platforms in a few clicks. From there, you can start talking to your target market directly and find out more about their holiday needs, plans, and even budgets.

While your customers scroll through Auntie Ada’s holiday pics on Facebook or Uncle Pedro’s online greeting cards on Twitter… Kapow! Suddenly they see your form and now you’ve got a new order for one of your custom felted holiday wreaths! Here’s a simple tutorial on how to share your form on Facebook, Twitter, LinkedIn, and other platforms so you can boost those sales. 

 

  1. Take full advantage of our email integrations

Granted: A snazzy “Ho Ho Ho” holiday sweater is tops, but after that, customer feedback is pretty much the greatest gift you can receive this season.

If you want your customers to tell you what they think about your brand, you need to create an easy way for them to give you feedback. Reach out to them with a nurture email campaign. You can trigger personalized emails (and follow ups) with any of our many email marketing integrations.

And remember those web forms you shared on social media? When you collect customer feedback through those online forms, their contact info can be added automatically to an email list on MailChimp, Campaign Monitor, and others.

Check out the following video to see how to setup a MailChimp integration.

  1. Personalize your engagement strategy 

When we talk about engagement, personalization is key. Wufoo can help you automate your campaigns using the information you collect in your forms.

For example, if you were on Santa Claus’ marketing team you could set up customized content for the nice kids and a different offering for the naughty ones… with how-tos and tips to remember to be nice next year!

There’s another tool you can use to make your customers feel special: Our Theme Designer. You can personalize your forms with your own logo, typography, backgrounds, and even advanced CSS. Check out this video to see how.

  1. Throw in a coupon code for your hardcore fans

One of the features our customers love the most is the capability to receive payments through a Wufoo form, thanks to partners like PayPal, Stripe, and Authorize.Net. Once you’ve nurtured your customers, targeted them with customized content, and you’ve identified the most engaged folks - how about giving a few of them a discount to keep them happy as they are processing a payment and possibly turn them into your promoters and advocates?

Use Wufoo’s Rule Builder to create a special coupon code that you can add to your forms and run sales through the holiday season! Watch this video to see how.

 

  1. Tie it all together by analyzing your data with Wufoo’s Report Builder

Once you’ve collected your customers’ opinions and information through social marketing channels, go straight to our Report Builder to analyze your results. Reports allow you to display your data visually, to get a clear picture of what the trends are. Plus, you can share the results with others!

Using this nifty tool, Santa’s marketing team can easily sort out the naughty kids from the nice ones. There’s no escape, so be nice!

Once you’ve created a few reports, you can manage all of them under the Report Manager. See how it works here:

Now you have 5 useful tips to keep your customers engaged during the hectic holiday season. Make sure to keep these tips in your back pocket to have a successful end of the year! Happy form building!

5 tips for optimizing your mobile forms design

By Nicola Plate · September 8th, 2017

 

Howdy, Wufoo fans! We recently announced our all-new mobile experience (and we couldn’t be prouder of it), so we decided we should follow up with some great tips from our expert mobile form designers to help you create the best mobile forms. These best practices will help you create mobile-friendly forms in no time, so let’s jump in!

1. Keep it short and sweet

Think about it: How much time would you want to spend scrolling and typing out answers on a small screen? When you’re designing a mobile form, be considerate of your respondents’ comfort and time.

Here’s how:

  • Limit the number of form fields for “Contact Forms
  • Use multiple choice questions for order forms and surveys
  • Ask questions that are easily answered in a few words

Here’s a good example of an order form with multiple choice questions. (And it’s double good because it features… pizza!)  

  1. Choose your media wisely

Including images or video in your form? Be aware of bandwidth constraints which can delay image loading times and degrade image quality. Try to choose smaller images and avoid using too many on your mobile form. Also, if you are planning on using videos, it’s better to use a universal media player like YouTube to make sure everyone can access them. Follow this link to see how we embedded this video on a form to ask a very objective (and important) question.

 

  1.  To customize or not to customize

CSS Keywords are awesome for quick form customization, but they can sometimes impact the form’s look on a smaller screen. Use them wisely for mobile forms. Here’s our help article on CSS Layout Keywords if you want to dive deeper into this topic, but here are a couple of basic recommendations:

  • Avoid using CSS keywords that might squish the fields together on a smaller screen. You know that Wufoo lets you use CSS keywords to arrange form fields side-by-side, but that may not always work to your advantage on a mobile screen–so use them with that possibility in mind.
  • Remember that at Wufoo we make our mobile forms automatically responsive, so you can trust our built-in design to give your customers a great user experience.

 

  1. Be thankful and strategic

Keep your customers happy with a short ‘Thank you’ message once they hit ‘Submit.’ It serves both as a built-in confirmation message and a final touch point where you can make your customers feel extra special.

 

Another option is to set up a redirect that will help you make sure you don’t lose your customers on mobile: You can send them to a mobile-optimized page of your choice where, for example, they could sign up for your newsletter.

 

  1. Make sure it looks and works great on any device

Not all mobile devices are created equal. The same form in Safari on an iPhone might look slightly different than in Chrome on Android, and you never know what your customers’ device preferences are! Before you share your form, try filling it out on multiple mobile devices and operating systems. This way you can be sure that you will offer a great experience to people filling out your form. And remember the golden rule of mobile forms: keep it short, from your email subject line to your confirmation page.

 

We hope these great tips on designing mobile-optimized forms will give you plenty of information to consider and decisions to make. It’s all about reaching your customers where they are, and making sure that filling out your forms is as easy and quick for them as creating them was for you! Happy Form Building!

3 cringe-worthy (but avoidable!) form mistakes

By Johan Lieu · January 30th, 2017

3 tips avoid form mistakesThe Wufoo Form Builder makes it so easy to add fields and customize their options that sometimes many first time form creators go overboard and end up with a form that, even though it was created with the best of intentions, ends up being totally unusable. This post will help highlight a couple of common form design mistakes that most first-time form creators make.

Ready? Good. Let’s get to it then.

1. Asking For Way Too Much Information

The first common mistake we see with first time form creators is that they usually get carried away with adding fields for information that believe they need to do their jobs and end up with a form that has way too many fields that no one will fill out.

Let’s say you’ve created the most perfect sales lead form with like 80 input fields to make sure you get all of the information from potential customers that you think you may need just in case someone like Mike from Marketing asks for it (like, “Do you have more than three pets in your household?”).

After you’ve got the form complete, you embed it on your site and wait for the submissions from potential customers to come in. And then…nothing. Zero people have filled it out. Uh, what’s going on?

What happened was that potential customers visited your site, got a little bit interested, and were thinking about filling out your More Info form. But then they got to it and saw it was like 80 questions long and were like, “Whoa, that’s way too long of a form for something that I’m not even sure I need” and then they just abandoned your form.

What you need to do is really rethink what information you really, really, really need at this point in time and only have those fields on your form. For most sales lead forms, you’re only going to need someone’s name and a way to get in touch with them, whether it’s an email address or a phone number. That’s probably it. You can find out other info later when you follow up with the potential customer. There’s a ton of research out there that shows that removing even one field can make a huge difference in completion and conversion rates. So make sure you only ask for the information that is extremely crucial for the purpose of your form.

2. Making Everything Required

This is similar to #1 above, so this’ll be short and sweet. After you’ve pared down your 80 input field form down to say, like 11 fields, you decided to make everything required. But I bet that even in those 11 fields, you have some fields that aren’t actually required and you could get away with some submissions not requiring that information.

It can be difficult to have the discussion with whomever thinks that that information is crucial so one way to prove it is to test it. Make the field optional but leave it on the form. Then after a couple days or weeks, follow up to see if that piece of information wasn’t as important as previously thought. If so, you have the data to back it up. And, going back to #1 above, if you find out that you can live with the information being optional, you might want to consider removing it altogether, making your form even shorter, and increasing completion rates overall.

3. Put The Verification Question at the End of Your Form

This one is less of a newbie mistake but it’s something we all do and recent research has shown we’re all doing it wrong, newbies and veterans alike.

In most forms where the form taker needs to provide truthful information, at the bottom of the form there’s usually a question that says something like:

> “I confirm that all information that I’ve provided is true.” > “Your Name”

It’s usually a checkbox and a name field and most people kind of gloss over it at the end of the long information providing form. But what usually happens is that some people fudge the info (like your milage in an insurance in take form) but by the time you get down to the bottom of the form to say, “yes all this information is true” you’ve already committed to not providing the actual truthful information so you just check the box and continue on.

Francesca Gino, a professor at Harvard Business School, recently showed that by putting the signing or truth verification question at the top of the form, you’ll actually increase the truthfulness of the information being provided.

> “Using lab and field experiments, we find that signing before rather than after the opportunity to cheat makes ethics salient when it is needed most and significantly reduces dishonesty.”

While she tested on forms where people sign at the end, we can apply her learnings on our forms by asking for people’s names and confirm that the information provided is true at the beginning of the form instead of at the end.


Got some other tips you’d like to share? Comment below!

How to keep customers in the present by disabling past dates

By Kane Stanley · January 27th, 2017

disable form field datesWhether you’re booking a hotel stay in sunny London or an appointment at the poorly named Dirty Dentist (“brace” yourself for that one) it’s important to get the date right. Unless you’re Doctor Who, it’s rather difficult to enjoy London’s most luxurious hotels last year. An online form should, then, direct customers to choose a date in the future, not the past. Luckily, Wufoo makes it easy to ensure customers book only future dates.

The standard date field on most Wufoo forms includes past, present, and future dates. This type of date field is versatile – it can be used to enter a date of birth (past), book an appointment (future), or do anything in between. But, if a customer accidentally chooses a date in the past, it can confuse scheduling on your end. So unless you need customers to enter past dates, it’s better to create a form that only accepts future ones.

Don’t worry. Like a warm duvet on a cold January night, Wufoo has you covered. All it takes is one additional cloaked field and a simple field rule to keep your customers from scheduling trips into the past. When you take this precaution, customers who try to enter a past date will receive an informative error message.

Let’s look at an example. A swanky London hotel, Live it, Love it, London, offers its customers convenient online booking as one of its many amenities. Unfortunately, since the New Year, bewildered customers keep entering the year as 2016, not 2017. The mistake is wreaking havoc on the hotel’s scheduling, which has been inundated with reservations for the days gone by.

Let’s fix this. First, add a multiple choice field just below the date field in the current form. In “Field Label,” write a quick note asking the customer to choose a future date. As much as it defeats the point of multiple choice, leave just one, blank choice in this field. Under “Options,” make it required. Then, add the CSS Keyword “cloak.”

cloak date field online form

The “cloak” tag makes it so that the customer only sees the field label–i.e. the note asking the customer to choose a future date–on the form. It is a required field, but the answer option is impossible to fill in, since it doesn’t even show up. This means that any Live it, Love it, London customer who attempts to submit the form will immediately receive an error message.

LiveItLoveItLondon Error

So far so good, but we’ve created a catch-22 for all the hotel’s customers. At this point, it’s impossible for anyone to submit the form because everyone receives the error message when they do. To resolve the issue, add a field rule that specifies that the field only appear if the user picks a past date–i.e. any date before today–in the date field.

date cloak logic field online form

LiveItLoveItLondon End

 

All done. Now, when customers books their luxurious getaways at the Live it, Love it, London, they must choose a future date. If, for whatever reason, they try to pick a past date, they’ll receive the dreaded error message that we just drew up for them. The hotel manager at Live it, Love it, London can now sleep soundly knowing that all bookings will be for future dates. Try the form yourself here.

5 resolutions you can actually keep in 2017

By Praveen Chandran · January 3rd, 2017

Wufoo resolutions and form tipsWow, it’s 2017 already! You’ve got big things planned for this year, we know it. Whatever your project—a new business, a charity drive, a website—we have the forms you need to pull it off.

That’s because our New Year’s resolution is to help you achieve yours. So here are five online form-building features, old and new, that’ll let you see this year’s goals through.

1. Boost conversion with a better payment experience. Maybe you’re conducting a donation drive, selling booster club t-shirts, organizing a retreat, or setting up a website design consultancy business. Wherever money changes hands, accepting easy online payments keeps the cash register ringing in the New Year, all year round.

With Wufoo, it takes just minutes to start collecting payments from your customers. Our secure forms take payment services like PayPal, Stripe, Authorize.Net, and Braintree. Each service offers unique advantages, so use our payment gateway comparison to decide which suits your needs.

If you’re looking for more of a long-term, committed thing, Wufoo is here for you too. With us, you can manage subscription services, automatic monthly donations, and other recurring charges. Just a few extra clicks and you’ll have a form that accepts recurring payments for all twelve months of the new year.

2. Keep visitors on your site as long as possible. Sometimes the form—contact, registration, or otherwise—isn’t your website’s finale. Send your visitors back for an encore by using our handy redirect feature. Once a visitor completes a form, this feature takes that visitor back to the page on your site you specify. This feature keeps visitors on your site longer and, ultimately, boosts conversion rates from things like drip campaigns.

Customize the redirect feature to send specific visitors to specific pages based on their responses in the form they just filled out. If, for example, a visitor indicated in a feedback form that she would like to receive updates about champagne flutes, you can send her to a page about champagne flutes. If she wants updates on confetti cannons, you can send her to a page about confetti cannons. Hey, some people plan a year ahead.

The redirect feature is all about personalizing the experience and making your visitors’ lives easier by sending them straight to the information they want. If you use redirect, your sales lead form will not only collect the contact information of potential customers, but will also redirect them to a page that makes them want to start shopping immediately.

3. Use forms to collect files and keep them organized. It takes just seconds to add our file upload option to your form, but this feature can save human resources, admissions, and other departments hours of work. Include our file upload option in a college application, an employment application, a mortgage application, a photo contest submission, a client project request, or an expense report and reimbursement to collect images and documents from people more efficiently.

Our file upload option works in reverse too. Simplify the registration process by automatically sending emails with attachments (like user manuals, handbooks, lease agreements, and conference schedules) to people who successfully submit your form. By automating administrative tasks like this one, you’ll spend less time on protocol and more time on other goals this year.

4. Build a consistent, beautiful brand year round. Forms don’t have to be boring. Not at all. If you can’t stand another year of the same grey template, design a custom theme to express your brand’s individual aesthetic. You can even remove our default branding (we’ll forgive you) and add your own logo instead. Changing the design is the form version of “New Year, New You.”

5. Let us do the talking so you can spend time on strategy. Make time for other things this year by having us automatically share the information you collect via Wufoo with a wide range of compatible programs including Salesforce, WordPress, MailChimp, DropBox, Facebook, and others. All it takes is a few simple steps to integrate our platform with your other applications.

Welcome, officially, to a year of new possibilities with Wufoo. We’re always adding more to our platform, so be sure to keep up with us throughout the year. We know you have great ideas, so please fill out this form to tell us what you think we should be working on in 2017. Or leave us your thoughts on other ways Wufoo can help you achieve your goals this year in the comments section below.

Form templates to get you through the holiday season

By Nicola Plate · November 18th, 2016

RSVP form template invitationHey there form fans and HAPPY HOLIDAYS! It’s the most wonderful time of the year again, where the days get shorter (in the northern hemisphere at least) so it’s dark at 4PM, but that’s okay because the lights from Christmas trees and menorahs light up the world! Whatever holiday fits your fancy, the world smiles just a little brighter this time of year.

And of course the best parts of the season are all the holiday parties you’ll be having! If you’re like me, you’ll throw a small family holiday party and then a gigantic New Year’s bash complete with the three Cs: champagne, confetti, and the karaoke (I know… just go with it).

Are you now thinking, “Sure, that sounds great! But how will I organize it all?” Have no fear – that’s the real best part… Wufoo’s here to meet all your holiday party needs.

First & foremost: The holiday event invitations

You better get these out soon! People need to time to plan their outfit! Fortunately, we’ve got a pre-made Party Invitation Form Template so you can send them out ASAP:

new-years-party-invite

Not only will this give you all the information you need to plan your party, but you can also include a map to your party venue right on the form! We’ve even got a great blog post on how to embed that map.

Now we have to admit it… that template’s a little plain. Think of it as a blank canvas if you will! Hop over to our Theme Designer for all the features you need to paint a Picasso-esque picture on it. It’s time to snaz it up with colors and images and fonts and graphics–the list is endless. You can create something to fit YOUR party’s theme.

… You do have a theme, right? What’s a party without a theme! My New Year’s Party Theme is black tie casual (it’s a thing, look it up) and we’re serving hot dogs with caviar.

It’s a potluck celebration!

Now that you’ve got everything in order for your New Year’s Party, let’s back up just a tiny bit – HOLIDAY PARTY (We’ve got a template for that, too)!

Whether you celebrate Christmas, Hanukkah, Kwanza, another holiday, or just want to throw a family party, everyone needs to contribute. You can’t thoroughly enjoy your holiday and open presents if you have to cook all the classic holiday food. After all, food is basically what the holidays are for, right? No worries! Have a pot luck! And yep, you guessed it! We’ve got a template just for that, too – check it out here:

Get even more creative with Max Quantities on your form so you don’t get five salads and no mashed potatoes (remember our Thanksgiving example?) and you’ll have the perfect holiday feast.

New year, new you!

Now pretend it’s January 2nd: Ah, that was a fun holiday season, wasn’t it? After all the partying is said and done, it’s time to get your head back in the game. It’s a new year and Wufoo’s here to help keep your New Year’s resolutions on track. Set a resolution, give it  a goal date, and then get ready to make 2017 the best year ever. Check out our New Year’s Resolution template here.

new-years-resolutions-template

Then set up a notification email so you have email proof of your resolutions and keep yourself accountable!

There you have it—Wufoo forms for all your holiday needs! While we’re making things easier for you, you have more time to spend with friends and family. Happy Holidays from the Wufoo Team!

How to keep your return customers happy by pre-populating form fields

By Kane Stanley · November 2nd, 2016

holiday_marketing_tips_wufoo

At Wufoo, we’re all about simplifying processes. Especially everyday efforts that don’t seem like a big deal. In this case, it’s our autofill feature, which pre-populates form fields with information from your repeat customers, requestors, or anyone else.  

It’s a fairly common occurrence for someone to fill out a form multiple times. If they’re being asked for their contact information every time, it can be a rather frustrating experience. Fortunately, it’s possible to use URL modifications, templating, a basic hyperlink and a confirmation text or email to pre-populate that information after they initially fill out the form.

For this example we’ll use Papa Steve’s Pizza online order form (because everyone knows it’s acceptable to order your favourite pizza four times a week. Right?)

1

Papa Steve is passionate about making the ordering process as easy as possible for customers and would like to save returning customers the agony of re-entering their basic information every time they want to order delicious pizza.

To get this done, Papa Steve creates an email that includes a brand-new link to their form, which customers  can use every time they want to order. When they visit the link, their name and email will already be populated.

First we must find the API ID of the name and email fields. To do that:

  1. Click Forms at the top of the page
  2. To the right of the form, hover over More and click API Information.

2

Using our little GIF as reference, we can see the API IDs we need to use are 1, 2 and 3 or field1, field2 and field3. We’ll use these to create the modified URL that we’ll plug into the confirmation email. Here’s the standard URL to the form:

https://wufooblogs.wufoo.com/forms/z2nkmqj1pf87lj/

Here’s our new URL:

https://wufooblogs.wufoo.com/forms/z2nkmqj1pf87lj/def/field1={entry:Field1}&field2={entry:Field2}&field3={entry:Field3}

Using URL modifications and some templating, we’ve said that field1 (our first name) will be equal to the answer to field1 when the user filled out the form. The same has been done for the last name and email address. Now we can simply grab that URL and create a hyperlink to place in the confirmation email. A hyperlink is just a bit of HTML that will create a clickable link inside your own words. Here’s what ours will look like:

<a href=”https://wufooblogs.wufoo.com/forms/z2nkmqj1pf87lj/def/field1={entry:Field1}&field2={entry:Field2}&field3={entry:Field3}”>Use this link</a>

All that’s left to do is lob that hyperlink into your confirmation email text along with the rest of your message.

3

When the customer fills out the form, they’ll be sent an email asking them to use the new link for the future. When they click to use that link, they’ll be taken to the form with their initial contact information filled out for them by default.

4

Of course, this method isn’t limited to pizza order forms. If you have any form you wish your users to fill out multiple times, this little trick could definitely be useful for you.

Test mine out here to try it out yourself! And although we can’t claim that our form autofill feature is the best thing since sliced bread, we’d like to think it’s pretty close.

Winter is coming! Holiday marketing tips for your business

By Cody Curry · October 31st, 2016

holiday_marketing_tips_wufoo As a Portlander and a native to the Cascadia region, of course I enjoy spending my free time cultivating bonsai hazelnut trees.

But how to share these miniature orchards with the ravenous holiday shopping crowd?

As the holidays approach, it’s the perfect time to learn a bit more about what makes my customers tick! And here’s how you can too—with Wufoo!—whether you’re gearing up for a holiday sale, or getting a head-start on your strategy for 2017.

Engage customers on your social channels

When you’re planting the seed for your holiday offerings in your customer’s mind via social media, one option to help increase engagement is to include a link to your Wufoo form to learn more about your customers’ holiday plans, seasonal budgets, or just their favorite colors! You can share your form on Facebook, Twitter, Google+, LinkedIn, or through Email automatically within Wufoo in the Share options for each form.

shareYourForm

Get to know them and keep ‘em warm

Year after year, customer feedback echoes in my ears, “Make those hazelnut trees smaller Cody, smaller!”

“Ask and ye shall receive”, I say! And I would pour over my bonsai literature yet again.

Once I had curated a lovely newsletter illustrating my tree miniaturization process, I turned to Wufoo to help sign people up. Whether you’re using MailChimp, Campaign Monitor, or a number of our other integrated email marketing solutions, you can invite all of your fans to your mailing list by sharing your Wufoo form. Each form can be connected with a variety of other services using our integrations to help keep your data consistent and up-to-date.

integrationsJPG

Send them targeted campaigns and coupons

To automate one step further, you can use fields in Wufoo to automatically segment your MailChimp subscribers into interest groups in MailChimp. Using this method, I’ve customized content to each of my hazelnut-loving demographics to help give them what they want to see most—tiny tiny trees, as far as the eye can see.

Since I’m processing payments through my Wufoo form, and I know the only thing that hazelnut-lovers love more than hazelnuts are amazing deals, I’ve used Wufoo’s Rule Builder to create a special coupon code just for my newsletter subscribers. Take a look at this guide on using Rules to add a coupon code to your forms for your holiday promotions.

soManyTrees

Once you’ve collected your customer opinions and suggestion from all of your social marketing channels, take a look at how your data stacks up in our Report Builder.

helpUsHelp

Yet again, with a concise and unified voice, my customers have demanded that I, “Make them smaller, Cody!”

I suppose it would be nuts not to listen. I guess I have a hard row to hoe in the coming months, as I imagine you do as well! I wish the best of success to you and your business in the holiday season, and best of luck in the new year.

If you are in the market for miniature hazelnuts, well, we’re back-ordered until May.

 

How to accept recurring payments with Wufoo

By Nicola Plate · September 24th, 2016

BLOG_Story1_paymentsHey there Wufoo fans! Now as most of you know, you can collect payments with Wufoo forms. But did you know that you’re not just limited to one time payments? With Wufoo, you have the option of collecting recurring payments as well. That’s right, we’re just that cool.

But what if you want to collect both recurring and one time payments for the same form? That’s where it can get a bit tricky. With our current integration, it’s not possible to collect both types of payments on the same form.

Lucky for you though, we’re form experts over here. We’ll show you how to do this using three forms (it’s not bad, I promise) while making it seamlessly look like a single form to your users.

You’ll accomplish this thanks to a landing page.

Step 1: Create your 3 Forms

So, just so we can paint a clear picture—let’s say you’re collecting donations for your non-profit organization. You want to give your donors the option of either making a one time donation or making recurring donations. The first thing you’ll do is create your landing page form with that one question:

landing_page

Now you’ll want to create two separate additional forms: one form for the one time donations and one form for the recurring donations.

donation_forms

Pro tip: if you need to collect all the same info on the forms, consider creating one and then duplicating it to create the second. You’ll cut down on your form building time.

Step 2: Connect the forms

To seamlessly connect these forms, we’ll visit our lovely friends, the Form Rules. Specifically, we’ll set up a couple redirects on our landing page form to take the user to payment forms.

rules_donation_forms

And you’re all set—you can start collecting donations.

But wait a minute…we forgot a little something.

Step 3: Setting up Payment Integration

You can’t really collect donations without Payment Integration, now can you? Well here’s how you’ll do that. Since the landing page form just sends the person to a separate form, you can leave that form’s Payment Integration alone. But you will need to set that up for both the recurring donation form and the one time donation form.

For the one time donation form — You can set up this Payment Integration just like any other one time payment form. Select your merchant, edit your settings, and add the donation price field to your Assign Prices section. All our merchants (except Chargify) will let you collect one time payments.

Next step? You’ll set that up for the recurring donation form with one of our recurring payment merchants—there are three to choose from:

Stripe Subscription PayPal Standard Chargify

To make things easy on yourself, we recommend using Stripe or PayPal Standard. Since you can collect recurring payments and one-time payments with the same merchant account, this will allow you to keep all donation in one merchant account.

Just like that, you’ve got a landing page form to help you collect both recurring and one-time donations. For those people filling out your form, it will appear as if it’s one seamless form.

See for yourself.

As always, let us know if you have questions or comments!

Watch how simple it is to build a form with Wufoo

By Kayte Korwitts · August 26th, 2016

We loooove videos here at Wufoo and of course, we love how-to videos especially. Who doesn’t love to learn, eh?

So getting back to basics a bit, our resident Martin Scorsese, Kane, has created yet another screencast on the fly for you on our favorite thing ever—form-building. Last time, he went through a quick dive, this time he’s going in even deeper.

Hold your breath, here we go.

Questions, comments? Let us know!

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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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