The Wufoo Blog

Archive of Tips & Tricks

How to Make Your Facebook Form Official — Embed It!

By Kane Stanley · April 22nd, 2015

There are so many ways that you can get your form out there for people to see. We can even create a Facebook post with a link to your form all there for you so you don’t have to do it yourself. Pretty nifty stuff, but what if you want to embed the form onto your Facebook page? You could try grabbing our embed code and chucking that in a post, but you’d soon find out that Facebook isn’t really cool with that and it won’t work. You have to take a different approach, which happens to be pretty easy to do. Let’s go through how to embed your form into your Facebook page.

  1. Install the Static HTML: iframe tabs app: Don’t worry, you won’t get a static shock or frizzy hair when you do this. Just head over to this link and you’ll be able to install the Static HTML: iframe tabs app. It’ll look a bit like this:

    You can choose the page that you’d like to embed your form on and that will add the app to the specific page. We’ll come back to that in a jiffy.

  2. Copy the embed code of your form: Not sure how to that? No problem. Just click the Forms tab at the top of your page and then click the Share tab on your form. That will take you the Share section. Scroll down about halfway and you’ll see the embed code. It’ll look a bit like this:

  3. Paste that code into the Static HTML app: Almost there. All you have to do now is go to your Facebook page. Once you’re there, you’ll see an app that says Welcome.

    If you give that a click you’ll open the app. Paste in that code that you just copied and click the Save & Publish tab at the top of the page. It will look a bit like this:

Now if you view your page, your form will be there ready to fill out. Pretty simple stuff that will allow you to embed your form directly into your Facebook page.

Enjoy it and as always, let us know if you have questions below!

Even more questions? Fear not. Check out our comprehensive Guides page—-wisdom will be yours.

WEBINAR: Zapier and Wufoo Dynamic Demo

By Michael Lim · April 9th, 2015

So you already know that Wufoo is well, pretty darn great at making it easy to collect information online buuuut, that’s just part of the Big Picture. Once you’ve got all those shiny new entries, you probably want to do something with the data, right? Whether you’re looking to build up your email marketing list, collect some new sales leads, or just export the entries into an online spreadsheet for later, Zapier is the way to go.

It’s no secret we’re big fans of Zapier here at Wufoo (and vice versa), but for users not in the know, here’s a quick rundown. Zapier connects a ton of apps together, allowing you to integrate the services you use without a single line of custom code. By automating these connections, Zapier helps you save the time and money that you would have to spend to build the integration yourself, or to hire a developer.

Wufoo + Zapier is such a dynamic duo that we recently co-hosted a webinar to help spread the word. Here are just a few things we covered: - Why you might want to automate a connection between Wufoo and your email marketing, project managment systems, or chat programs - Creating new integrations with Google Spreadsheets, Emma, and Trello - Setting up a Zapier trigger to automate a new integration - How to use filters in Zapier for advanced logic like our Rule Builder

If you have any suggestions or requests for future guides on using Wufoo and Zapier together, let us know in the Comments below!

Don’t forget to check out our comprehensive and handy Guides page to help you do even more awesome things with your forms.

Top 5 Customer Feedback and Satisfaction Form Templates and Why You Should Use Them

By Johan Lieu · March 31st, 2015

If you’re using Wufoo to run your business, you’re already familiar with how much time Wufoo saves you, how easy it is to set up, and how you can use Wufoo to sell digital and real products by accepting payments online. What you might not be familiar with is how you can use Wufoo to receive feedback from your customers to help you improve your business, get more customers, and ultimately increase your sales. If anything, you’ll gain real insight on how your customers perceive you and your business and what you can do to make your business better and easier to use.

Customer Satisfaction Survey

We’ll start off with the most general and basic of all the customer feedback forms, the Customer Satisfaction Survey. Using our form template, you’ll get the basics of a great customer satisfaction form and from there you can customize it to fit your specific product or service.

Best Times To Use This Form:

  • Right after someone has placed a complete purchase through your form. You can even place a link on the confirmation page of your form.
  • If you’re using an email service like MailChimp or Campaign Monitor to communicate to your customers, you can reach out to your customer base periodically to get a read on your customer’s base level of satisfaction. Do it a couple of times and you’ll get an idea if you’re improving your service!

Consumer Demographic Survey

The Consumer Demographic Survey is best used when you’re looking to get an idea of who your customers are. This survey lets you figure out the demographics of your customer base. With that information, you’ll be able to tailor your messaging or even product offerings to better match who your customers really are.

Best Times To Use This Form:

  • Planning to change your products or services? Use this form to figure out who your customer base is.
  • Need to know the demographics of your customer base? Update your email marketing or advertisements to better suit your current customers? This form’s for you.
  • Use the negation in your results to find business opportunities. Find out who your customers aren’t and you’ll be able to find a new segment of users to go after to make them your customers.

Market Research Survey

The Market Research Survey is the next logical step to take once you’ve determined your customer satisfaction and their demographics. With the information gleaned from those two forms, you’ve probably got a good idea of what new products or services you want to get into. Now is the best time to use this form to get some more information about the new product line or service to make sure it’s a success out of the gate.

Best Times To Use This Form:

  • If you’re in the process of offering a new product or service and want to get an idea of what you should charge for it.
  • You are thinking about offering a new product or service and want to know if it’s worthwhile to spend the time developing it.

Customer Service Survey

The Customer Service Survey is pretty self-explanatory. As you know, we work very hard to offer top notch customer service and support and we use a similar survey once a customer has received an answer from us. It’s a really, really invaluable tool to get an idea of how effective our customer support is, what is working, and more importantly, what isn’t working. We use the results from this survey to keep an eye on our customer support efficacy and make sure it’s top notch.

Best Times To Use This Form:

  • After a customer contacts you for some help, you should send them this survey to get their immediate feelings about the level of support.
  • If you’re looking to offer awesome customer support and create loyal customers. Like Wufoo. Just saying.

Net Promoter ® Score Survey

The granddaddy of them all, the Net Promoter ® Score Survey. It’s so official, we needed to circle-r it. Basically, the survey asks one question and your customer gives a score between 0-10. 9-10’s are your loyal enthusiasts (you want these), 7-8’s are satisfied customers (good but could be swayed to competitors), and 0-6’s are your detractors (basically unhappy customers).

Do some math based off the answers and you have your NPS® score which is an indication of how loyal your customers are. It’s not an end all be all tool but coupled with the above forms and surveys, it becomes another data point for you to determine how satisfied and happy your customers are.

Best Times To Use This Form:

  • When a customer cancels a product or service, it’s useful to use this form to get a quick idea of their general happiness.
  • Use NPS when you feel your customers don’t have a lot of time to answer a survey but you want to receive some feedback.

Armed with these five customer feedback and satisfaction form templates you’ll be able to start getting insightful and useful feedback and notes from your customers. And if you use that information to make your products or services better, you’ll soon find that happy customers usually means more customers!

Have some tips you’d like to share about obtaining customer feedback? Share below and let us know!

How to Allow (Other) Options

By Zachary Ralson · March 30th, 2015

Hey there, Form Builders! Let’s take a look at one of Wufoo’s existing features that we’d love to show off here on the blog—our amazing Allow Other option. This setting is available on the multiple choice field.

So what’s so special about this Allow Other business anyhow? Well, no matter how much we wish it were, it’s not always possible to anticipate every option that your users may want. That’s where the Allow Other option comes in. Rather than creating a set of rules and adding new fields, you can have Wufoo add a text field as an option for your multiple choice field. It keeps all of your data in one place and makes setup a snap.

Let’s take a look at the form we whipped together just for kicks. We’ve created a multiple choice field to find out people’s preferences for a new Wufoo dinosaur, but we knew ahead of time that we wouldn’t be able to name ALL of their preferences.

Click the Allow Other button to add a fourth option: Other. If someone clicks that option, they can enter whatever information they’d like in that text box.

The best part—when you review your data, information entered into that text box will appear right with the other choices. Trust us, it makes reviewing things incredibly easy.

It’s important to note that you shouldn’t use this Allow Other setting when you’re collecting payments. You can assign payments to a multiple choice field through the Payment Settings, but the Other field that’s added here is a text field, so it can’t be used to process custom payment amounts.

If you want to set up a form to allow for other payment options (for example, options for $5, $10, $15, and Other), you’ll need to use field rules.

Here’s how:

Create a multiple choice field with the prices and an Other option at the bottom

Add a Price field underneath

Create a Field Rule in the Rule Builder that says if “Select a Choice is Other Show Amount”. This will display that amount field when someone selects Other

Assign prices in the Payment Settings

That’s all there is to it, form fans. We hope this helps you get the most out of just one of our many, many sweet features. Happy Form Building, everyone.

Don’t forget to check out our comprehensive Guides page for even more tips and tricks. See you next time!

How to Set Up an Out of Office System at Work (Your Colleagues Will Thank You)

By Michael Lim · February 25th, 2015

Guess what? We’re all human. Yep, and we working humans need to sometimes take sick days or need a personal day or even (gasp) take a vacation! And since it’s important to be a team player at work, letting your colleagues and the boss know when you’re out is key.

Say hello to your Out of Office email notification. Even better news? Wufoo can help you create a powerful and communicative Out of Office system so you can keep everyone informed of when you’ll be out and your coworkers too. So let’s walk through some of the basics, and maybe even cover a few more advanced options.

Ready? Let’s get started.

The first thing to do is consider what sort of information you’ll need to collect. At a bare minimum you’ll want to record who is going to be out, and when they’ll be back. You can go further and ask for some additional details like why they’ll be out (Vacation, Sick day, etc), but the specifics will depend on your particular situation. For now, we’ll keep it simple:

Now that we’ve got that all set, let’s move on to Notifications. Having an Out of Office calendar doesn’t do much good if no one knows about the requests, so we’ll want to add a Notification email to let the requestor’s supervisor and team know that they’re going to be gone. This is done through the Notification Settings menu, by clicking the aptly named “Notifications” button under your form:

In this example, we’re just dealing with a small team, so we can list out everyone’s email address separately, but if you’re dealing with a larger group you might want up to set up a mailing list alias for your team. That way you can just add the single address, and have your mail system automatically send a copy to each individual. This has the added benefit of not requiring any modifications if your team changes personnel. Just update the mailing list and you’re good to go, no need to edit your Notification Settings.

And there you have it! A simple, easy Out of Office system for keeping everyone on your team on the same page. That’s really all you need, but hey, since we’re on a roll, let’s go over a few optional improvements.

Alert! Alert! Bonus How-tos Ahead

Google Calendar: If you want to track all your Out of Office requests in a single online calendar, you might be interested in our integration with Zapier. Zapier connects Wufoo to dozens of other apps, including things like Google Calendar, and can allow you to do things like create new events on a calendar.

Sound cool to you? Check these out:

Zapier Integration and Wufoo and Google Calendar

Dynamic form: The form we built above is pretty basic, but with a few more minutes we can take things to the next level. Using Field Rules to dynamically hide and show fields only when they’re necessary will allow you to have to have the benefits of a longer, more complex form, while still keeping things as simple as possible. For example, maybe you only need to collect an emergency contact email if the user will be gone for more than a week

or you want to allow users to upload a copy of a doctor’s note if they’re taking a sick day

You can even use Field Rules to set up some basic restrictions on dates, such as requiring all requests to be at least a week in the future:

This is done similar to setting up an “age gate,” that you can see here.

You can find more examples of how you can use Field Rules here and in this Back to Basics blog.

And there you go, intrepid humans! We hope this how-to on setting up an Out of Office system makes you beloved even more than you already are amongst your coworkers and colleagues.

Questions for Michael? Let him know below!

CSS Tips ‘n Tricks Series: The Sequel

By Kane Stanley · February 6th, 2015

A few weeks ago, we started a brand new CSS series by teaching you how to create your own CSS stylesheet and add that to your Wufoo form. Today we’re going to stay simple and learn how to change parts of your form when you hover over them. This is done through a really easy selector:

:hover

The :hover selector is an absolutely simple and brilliant way to liven up your form. The most common use for the :hover selector is on hyperlinks. You know when you hover over a link and suddenly it’s a different color and underlined? That’s the :hover selector at work. We’re going to use the form and stylesheet from our previous post to show a couple of examples of the :hover selector at work. Let’s get started.

Remember the simple CSS we used last time to change the border color, width and radius through CSS? Let’s use that same image and change the border color when the user hovers over the image. Here’s what it’ll look like with the CSS from last time with it:

Where you see img:hover is where we change the border color. Now, if you hover over an image in your form the border color will change #261E1E. That’s black to you and me. Let’s check out a before and after shot:

As you can see when you hover over that image, it changes from burgundy to black. That’s about as sweet as the shark tattoo in the image! It’s a subtle, but great way to make your form interactive and a bit more fun to fill out. Ready for another example?

Let’s say you have a multiple choice field and you have images as your options in the field. You could make those images appear transparent at first and become more visible when you hover over the image. It’s also very simple to do. The class for the multiple choice selections is .choice. All you need to do is make those images transparent by default and then pull them into full view when one selection is picked. That can be done with opacity.

We want to make the images to be at least slightly visible at first so an opacity of 0.5 should suffice. We’ve then added :hover to that class to show the full image when the user hovers over the choice. How will the finished product look?

Want to see the form in action? Well, naturally. Check out our video snack below and stay tuned for more ways to improve your form through CSS!

Have more CSS questions? Leave them for Kane our CSS guru down below—we check daily!

Tweet! Tweet! How to Tweet Your Form with Wufoo

By Zachary Ralson · January 29th, 2015

Hey there, Form Builders and lovers of all things social—media that is! Recently we revamped (and re-revamped) our Share Page, our one-stop page where you can explore all of the different ways to distribute your forms—including embedding it into that fancy pants website of yours. And don’t worry, we’re keeping this tip short ‘n sweet—all the more time you’ll get to spend on form-building.

So, let’s get social. Behold the “Share On Twitter” section of this mighty Share Page of ours:

With a single click on the “Tweet” button, you’ll be able to share your form out into the Twittersphere via hyperlink. Clicking the Tweet button will then open Twitter in a new window where you can log in and tweet the populated form link:

The first time you send a tweet from one of your forms, you’ll be prompted to enter your email or username and password. Once you’ve logged in you’ll be able to tweet all the tweets.

When you think about it, Twitter and Wufoo make a great match—it’s a simple and effective way to get those forms out to a fresh audience quickly and easily. One quick click and you can be collecting information, from demographics to sales leads and whatever else you can dream up from your followers.

And…wait for it—here are a few more examples of that sweet Tweet button in action (cuz why not?):

And there you have it, form fans. With this nifty feature in your form-building toolbox, your potential for reaching out to current and future customers is that much greater.

Have more burning questions? Don’t forget to check out our Guides page and get ready to get enlightened on all things form-building and more!

3 Tips for Optimizing Your Wufoo-CRM Integration

By Mike McNulty · January 23rd, 2015

Heads-up, form fans! Give a warm welcome to our honored guest blogger, Mr. Mike McNulty of Solve CRM. Sound familiar? Good, because we’ve blogged about these CRM all-stars before and when Mike asked if he could share some pro tips with all of you on how to maximize that sweet CRM potential of yours? Well, what do you think we said?

Get ready for some CRM wisdom, people. Take it away, Mike.

If you’re running a business website, you’ve probably got an online contact form embedded into your site so visitors can submit inquiries, sign up for your newsletter, request a demo, or get in touch with you for just about anything else.

And it’s likely that you use a CRM (Customer Relationship Management) system to store the customer (and potential customer) data you collect. But how do you get the customer info you’re collecting via your website forms and the data you’re collecting from other landing pages and marketing efforts all into one place?

It’s easy! Your website visitor data can be automatically transferred into your CRM using a Wufoo-CRM integration. (Check out all available integrations here!) And once you’re all integ-ready, there are 3 things you can do to optimize your Wufoo-CRM powerhouse. Ready to learn? Of course you are.

1. Capture & Categorize

The #1 rule for optimizing your Wufoo-CRM integration? Be flexible. The more choices you include in your forms, the more comfortable your visitors will feel giving you their information. Plus, it’ll be easier to personalize how you follow up with them. So make sure any form on your website is set up to include the right fields.

A good place to start is with a dropdown menu. For example, sort your contacts by asking site visitors, “Why are you contacting us today?” And when you ask for email and phone number, ask them to tell you which method of communication they prefer. You can even include a file upload field so existing customers (and potential clients) can submit photos or other documents. That way you’ll contact them, ready to offer feedback, tips, or price estimates.

In short, your CRM should enable you to capture data using varying form fields—and tag contact records as they arrive, so that your data are given the right context. Websites that collect different information from different types of visitors should consider using separate Wufoo forms with unique fields and tags. With better data and more context, your staff can qualify leads more accurately and make faster decisions.

2. Automate Next Steps

Staff love when you make their lives easier, and you love it when there are no cracks for things to fall through. So when you capture a visitor’s data from your website, make sure they get assigned to someone automatically, and that their record is shared with the right people. Any series of tasks that need to be performed should be created and assigned immediately. Perhaps future emails should be scheduled or “Welcome!” phone calls planned. And if there are help desk tickets or emails related to this person, those should all get linked to the contact record as well.

Many teams need contacts, tasks, and events synced to particular member’s Google Apps accounts. You can also help your clients automatically maintain their profile with you by having your CRM simply update their record as they fill out your Wufoo forms. This helps centralize your client data and prevent duplicate records from weighing you down. With all the meticulous and repetitive work automated your team can focus time and energy on clients.

3. Take Action

Here’s where the fun really starts because your team can now begin to leverage your setup, and use your CRM to demonstrate value to your new leads.

Scheduled emails are being received. Follow up phone calls are being made. Prospects  are being added to marketing campaigns. Projects are being set up and shared while draft invoices are being prepared. Your existing customers and potential clients will think you have an army of staff dedicated to them.

Every step of the way, updates are being made and shared centrally in your CRM. So when a prospect calls you, you know exactly what they are talking about. Or if the client emails you, you can see their entire history in Gmail, so you’ll know how to respond appropriately, without even jumping back into the CRM.

Your business should seem like a surprise party for your prospects. Your team should seem like a well choreographed group of friends, welcoming them with a shower of personalized service, delivered with effortless efficiency. Wufoo helps trigger such a party when it’s integrated with a CRM that leverages other best of breed apps: email apps like Google Apps, accounting apps like Xero & Freshbooks, campaign apps like MailChimp & Constant Contact as well as Zendesk for helpdesk and RingCentral for incoming phone calls.

Remember, online forms and CRMs are helpful on their own, and once they’re connected, they can turn your business into an automated powerhouse.

For more information on how you can get started with Solve CRM or if you just want to give a “Hey there!” to Mike, click!

Say Hello to CSS: Introducing New Tips ‘n Tricks Series

By Kane Stanley · January 7th, 2015

We all know that you can use the Theme Designer to make your form look absolutely wonderful, attractive, lovely, beautiful, brilliant…and we’ll stop now before we get too carried away. (Too late.) It may be a little less well known, however, that it’s possible to use your own CSS in a theme to fully customize the look and feel of your forms.

So we’ve already whipped up a nifty blog post that gives details on how to use custom CSS in a Wufoo form. This post is ace and can really help you add custom CSS to a form.

But for those of you wanting to get down into the real nitty gritty on creating your own CSS style sheet from scratch—this post shall reveal all. Even better, we’re not stopping at just one post either: Say hello to our CSS Tips ‘n Tricks kickoff Series! We’ll be sharing cool CSS how-tos designed to make your form look even more attractive than say, a stunning beach sunset (really).

In our first installment, we’ll walk you through the steps you need to create a CSS style sheet through Notepad, upload that to Dropbox or Google Drive, and apply it to your form.

Ready steady? Let’s go.

1. Create that CSS on Notepad

Let’s start by creating our actual CSS. Generally when Notepad is mentioned, you might hear people asking why the heck you don’t use Word instead. Well, Notepad, we’re on your side for this one. Open up Notepad and add your CSS. For our first CSS trick, we’re going to keep it really simple. We’ll put some nice curves on all our images in the form and give them a reddish border. That’s going to make all your pictures look mega-cool:

We’ll check out how that looks later, but for now let’s Save this so we don’t lose it. Click File and Save As. This bit is important so pay attention! You’ll want to save the file with .css at the end of the name. That will make sure your file is saved as a CSS style sheet rather than just a Notepad file. It should look a bit like this:

Congratulations. You’ve just created your first CSS style sheet. In order to apply that to a theme in Wufoo, you have to host that sheet on the internet somewhere. This can be hosted on your own website or any hosting site that will host your files using https. We’re big Dropbox fans, so let’s go that route first.

1. Upload your CSS to Dropbox

Uploading a CSS file to Dropbox is simple. Head over to dropbox.com and log in to your account. Once you’ve done that, click the Upload tab as shown here:

Once you’ve uploaded the file, find it in your list and hover your mouse over it. A SHARE button should show up. Just give that a click and you should see this:

We’re really close to having the finished link but there’s just one more thing. If you were to share the link as is, you’d quickly discover that the CSS doesn’t work. That’s because the link ends in dl=0. The details behind that not working are a bit boring so we’ll spare you. Just change the end of your link to dl=1. Once you’ve done that, you’re all sorted. Add that link to the custom CSS section within your theme designer and your CSS will show up in the form.

3. Upload your CSS to Google Drive

Some people prefer to use Google Drive over Dropbox and that’s completely cool. There are a few more steps needed with Google Drive, but it’s still pretty easy to upload your CSS to Google Drive. First you’ll want to log in to Google Drive and create a public folder. Once you’ve done that, click in your folder and upload your CSS file to the folder.

Just like with Dropbox, you still have to get the correct link to use with Wufoo. To do that, click the Information button in the top right corner of your page. Make sure that you click Details and that your sharing is set to Public on the web. Once you’ve done all of that, you should see the Hosting link. That’s the link you need to add to your theme. Here’s a visible step-by-step:

4. Add the link to your theme and enjoy

This is the easy bit. Just add that link to your theme via the Theme Designer and apply your theme to your form from the Form Manager. Let’s have a look at our finished product.

Check out those sweet curved edges and cool reddish border, eh?

So we wanted to take you through how to create the CSS from the ground up this time and we hope it was insightful. Stay tuned for more CSS tricks to make your form look (and feel) fantastic.

Questions, comments for our Hails-from-Leeds expert, Kane? Let him know below!

Your Top 3 Support Questions Answered

By Emilie Sanchez · January 5th, 2015

Happy New Year, Wu-friends, Emilie from Support here! It’s a new year which means you get a new start. But 2014 isn’t too far behind us just yet. And so in the spirit of bringing what we’ve learned from the past into our form future—we’re here to share the top 3 support questions that you, dear customers and form ninjas, have asked us about in the last year.

If you take these 3 tips—along with Michael’s handy 3 common pitfalls to avoid blog—into the new year with you as you create those fab forms of yours? Well, then we guarantee you’ll be set for genuine form success in 2015.

Let’s get it going, shall we?

1. Help! How do I reset entry IDs?

Since you’re a savvy form builder, you know to submit a few test entries to your Contact Me forms before it goes live. The form performs just how you want it to, so now you can delete those five test entries. After you do, the first entry in the Entry Manager is numbered 6, not 1—even though it’s currently the first entry in the list.

No matter which entries are deleted from your account (and when) the entry ID associated with each entry in the form will remain the same. This ID number is hard-coded into our database, so there isn’t any way to update it. Being aware of this will help you keep track of all the submissions your forms have historically received.

What’s the work-around if you need to start numbering entries from scratch again? Duplicate the form and collect real entries through the duplicate. When you duplicate a form, none of the entries are carried over, so any new entries collected there will start at 1 again.

2. Argh! Having SSL issues. What can I do?

We’ve enabled SSL security by default for all forms free and paid. So this means that the data submitted will always be secure, whether you’re sending out the direct form links or embedding them in your site with the code we provide you.

However, SSL encryption can cause a conflict with CSS-hosted themes, which many of you have written in to us about. If you’re hosting your form theme with a custom CSS file, make sure that the CSS file is loading over SSL as well. There are several great sites that generate SSL URLS for free, like Dropbox or Google Drive.

We can tell the example theme below is SSL-encrypted, due to the https:// in the hosted file URL:

Is your CSS styling not showing in the live form? Here’s how to resolve the issue:

  • Host the CSS file somewhere else, where it is encrypted.
  • If you prefer to avoid all SSL browser conflicts, you can remove SSL from both the hosted CSS file, and your form. Click here for instructions on how to disable SSL on your form.

3. Show me the way of templating, please!

Aaah, Templating. One of the most powerful and useful tools in the Wufoo bag o’ tricks can sometimes be tricky to get the hang of. And for those of you out there not already familiar, this feature lets you pull form data into the confirmation message and email, and notification email. Translation: The people who submit an entry will receive a personalized confirmation email/message including their name, email address, or any other information they inputted to specific fields! Or simply—when new entries come in, your colleagues can see the Entry ID, date it was submitted, or even the total amount paid, all at a glance in the subject line of the notification email.

Templating has two components:

→The Template tag →The Parameter

The template tag is what tells the system to pull either field or entry data. The parameter tells the system specifically where to pull that data from. Let’s see how this works using my Contact Me form as an example: I want the Confirmation Message to show the date the user selected.

First, navigate to the Confirmation Options section of the Form Settings tab. Below the confirmation message text box, click Templating Options.

The API Information page will open. Take the ID number of the field that you want to draw data from, and note that this doesn’t always correspond with the order that fields appear in the form. In this case it does: The Date field is also API ID 1.

Head back to the Form Settings tab. The template tag for pulling field data is: {entry:Field#}

Combine this with the parameter: The API ID number. Replace # with 1, and place this tag where you want the date to appear in the message. So when you’re all finished, this is what the Confirmation Message will look like from your end:

But after submitting an entry, the users get the personalized message:

Awesome, right? For those of you who’d like a more detailed Templating walk-through, check out Aubri’s great blog.

Thanks for reading and as always, please feel free to leave any comments, questions, or suggestions below. Form on, friends!

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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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