The Wufoo Blog

Archive of Tips & Tricks

Totally New to Wufoo? Welcome To Our Newbie Series (Just For You!)

By Michael Lim · August 6th, 2014

Heads-up, all. We’ve got a new addition to the Wufoo family to introduce you to—Mr. Michael Lim. You’ll be seeing a lot more of Michael on this humble blog of ours so be sure to read. And read closely!

Hi there, form fans! I’m Michael, the newest member of the Wufoo support team. Although I’m originally from Kailua, HI, I graduated from the University of Puget Sound in May and immediately moved down to California. Since then, when I’m not catching up on some sorely missed sunshine, I’ve been learning what Wufoo is all about. I figured this would be a great chance to give you a glimpse of what it’s like to work with Wufoo as a brand new user and share my tips along the way.

(Like our Back To Basics series, if you’re an experienced Wufoo user this post could be a little repetitive for you. But if you’ve got the time, you may want to stick around. You might just learn something new)

Here we go!

When I first got started with Wufoo, the most difficult thing for me was keeping track of all the different features and their terminology. But once I had some time to get used to it, I found that it all started to make sense. For those of you who—like me—are just starting out with Wufoo, here’s a rundown of some of the most often mixed-up terms and phrases:

Words in Wufoo AKA Terms Cheatsheet

Entry: Simply put, an Entry is a single submission of a form. It’s what we measure for your monthly limits, and it’s also how your data is stored for later viewing. In other words, when someone fills out your form, and hits the “Submit” button, that creates an Entry containing the submitted information. This is what gets stored in the Entry Manager the page that shows when you click the “Entries” button under each form.

User: This is a pretty commonly used word, so it’s important to understand what it means in Wufoo. Generally, this refers to someone filling out your form. Whether they used one of the public form links, or your form was embedded on a site, people who fill out your forms are considered users. However, on paid plans, multiple “users” can be created on a single account. To simplify things, it may help to think of these same-account “users” as sub-users, since they have access to the account “under” the main user who created the account.

Account Creator: Technically this refers to a special user on each account. Usually this is the account belonging to the person who first made the Wufoo account, and on Gratis accounts, it’s the only user for the account. However, the Account Creator may be updated after the initial creation, for example if an employee leaves a company, they may pass the account to their successor.

Form Manager: The heart and soul of Wufoo. Sometimes referred to as the “main” page. The Form Manager is what you see when you first login, and it’s where you can access all of your forms, as well as the Entry Manager, Rule Builder, Notifications, and other settings for each form

Form Builder: This is where the magic happens. This is what you’re shown if you click the “Edit” button under a form on the Form Manager. With the Form Builder you can add fields, modify existing fields and their settings, and adjust the Form Settings.

Notifications: These are emails that can be sent to any address that you pre-define in the Notifications menu (via the Form Manager), or in the Form Rules section of the Rule Builder. They are usually used to send a copy of an entry to a relevant party. For example, if you have a Vacation Request form that your employees fill out, you can use Notifications to send a copy of their submission to an HR rep for verification.

Confirmation: The Confirmation email can only be sent to an email address that is part of a form entry. Only one address can receive the Confirmation for a particular entry. You can also choose to send a copy of the entry as part of the email body. Perfect for any situation where your users may want to retain the information they submitted for their records. Private: You can set a form to “Private” by unchecking the “Public” box next to the form in the Form Manager. This means a form will only be accessible through your account. You (and any sub-users on a paid account) can still submit entries from within the Entry manager for the Private form, but the form can not be submitted using a link or embed code.

Protected: Clicking the “Protect” button under a form in the Form Manager allows you to restrict publicly available forms so that they can only be accessed by individuals with the password. This allows for a somewhat semi-private form, in that others unassociated with your Wufoo account can submit entries, but they first need the password. This can be useful if you’re running a private giveaway on your site, and only want users who were emailed a promo code to be able to submit an entry.

Fun Feature Time in Wufoo

So far in my brief time with Wufoo, I’ve discovered a few features I’m particularly fond of. And some fun little surprises along the way.

Template Gallery: It wasn’t until after I had already started making a few forms that I took a look at the Form Gallery. This collection of ideas and examples is a great place to start when designing a new form. Chances are, there’s an existing template that you can use for almost any kind of form you could need. Browsing through the Gallery has also given me some ideas for things Wufoo can do that I would have never expected.

CSS Keywords: Wufoo has some nifty CSS Keywords that make some rather complex layouts achievable with just a few words, no selectors or tags required. Some of my favorites are: hide: Probably one of the most useful. Allows you to make a field invisible to users. Great for including internal information like tracking codes.

hideSeconds: Hides the “seconds” portion of a Time field. I’ve found that I rarely need to collect this level of detail in my forms, so hiding it can save some time.

altInstruct: Moves a field’s instructions under the field, instead of to the side. The altInstruct setting also ensures that instructions are constantly showing. I found this was useful for particularly important instructions that I wanted to always be visible, since the standard “pop up” box on the side can be overlooked. I generally use the standard instructions setting as more of a “tool tip” function, for advice or suggestions on how to fill out a field.

Make new fields (but keep the old): One thing to watch out for is modifying or deleting old fields on a form. Data in existing entries is tied to the actual field that was used on the form, so if you make any changes, or get rid of that field, then the data in your previous entries can be affected. To avoid losing your collected information, try to avoid removing fields from your form once you’ve received entries. Instead, set them to Admin Only or hide them using CSS Keywords to preserve the data in old entries but hide them from on your live form.

Forms Gallery: In college, I often found a need to collect basic information for group projects, club meetings, or just managing my to-do list. More often than not, I used a simple spreadsheet to gather and organize my data. Sometimes I would use Google Form if I needed a little more structure, but I never considered trying a full featured form builder. After using Wufoo for just a short time, I’ve realized I was missing out. Using a template from the Gallery, I can have a form up and running in minutes plus I get the added bonus of built-in Reports, customizable themes, and so much more.

Zapier: I’m always looking for ways to organize and automate my life. Wufoo’s integration with Zapier, a gateway to connecting with dozens of other services, opens up a world of possibilities. Got a booking form, and you want reservation entries to be added to your Google Calendar? Done. Using a form to gather bug reports? Let Zapier automatically create a JIRA Issue. Still not satisfied? Check out the hundreds of other possibilities. (Note: You’ll need a paid Zapier plan to use their “Premium Services.” We don’t have any sort of deal with them, we just appreciate their awesomeness)

And there you have it. Just a few tips to help guide my fellow Wufoo newbies along their way to becoming Wufoo masters. For those of you more advanced readers who stuck with us, thanks for hanging in there! Have advice of your own? Share it with us in the Comments below.

Until next time, friends…

Everything is Gonna Be ModiFINE: How to Modify Your URLs

By Kane Stanley · August 1st, 2014

Don’t you think it would be fantastic if you could open up a form and a load of it was already filled out? It would be like your computer just knew who you were and could fill out forms for you. Not in the scary “Computer’s are taking over the world” kind of way, but more of the “I don’t want to have to fill in all of this information and it already being filled out is pretty great” kind of way.

Fortunately, that’s most definitely possible with Wufoo and some URL modifications. You may have seen the help document we have on URL modifications, but what if you want to see it in action? I’ve got some spare time on my hands, so I’ll take you through how to use URL modifications to pre-fill your form for that special someone who may or may not think computer’s are taking over the world as a result.

Let’s say you have a monthly manager feedback form about each employees job. You want your employees to fill it out about their specific manager each month, but you don’t want them to have to fill out their name and details and also their manager’s name. That would take them time that you’d rather they spend doing something else. Besides, why have them fill out the form in full each month when you can send them a link to the form that’s already filled out for them? That would just be a bit silly.

Firstly, let’s have a quick peek at the feedback form:

Look at that. The form is so lovely and nice, but none of it has been filled out. Now let’s say that there’s an employee called Ryan Irwin. He takes this form loads and he’s sick of having to fill out the first few fields all the time. He always has the same email address, he works in Marketing and his manager is Sally Eastwood. It’s not changing for him, so why give him a blank form all the time? Instead we can edit the URL to fill it in for him when he receives the form. Let’s get started.

Firstly, we’ll have to find out the API Id’s of each field that you want to pre-populate. To do that, we just have to click the ‘Code’ tab on the form and then click ‘API Information’ in the top right corner of the page. Here’s mine:

Right, so now we can see all the API Id’s of each of the fields that we want to pre-populate. Now, all we have to do is plug it into the URL to the form. At the moment, the form will show up blank with this link:

https://kanestanley.wufoo.com/forms/manager-feedback-form/

If we want to fill in all of Ryan Irwin’s details we just have to change the link to:

https://kanestanley.wufoo.com/forms/manager-feedback-form/def/field217=Ryan&field218=Irwin&field219=support%40wufoo.com&field221=Sally%20Eastwood&field213=Marketing

“Phowahh!” You’re probably thinking. “How did he get there?” At first look, it can be a bit scary, but the breakdown should make it easier.

/def/ - When you edit a URL, you have to start defining the additions with /def/ field217= - This is just the API ID of each field followed by an equals to define what you want the field to say. & - If you’re filling in more than one field, you have to separate each one with &. %40 - Now this is a bit confusing. There are some characters that URL’s aren’t cool with so you have to essentially code them in. %40 will create an @ in the field. %20 - Similarly, you can’t put a space in a URL. So %20 creates that space for you! There’s a bunch of these characters that can’t be used in URL’s and the URL modification help article gives you the cheat for all of them.

Now let’s see the finished product:

Sorted. All we would have to do is send Ryan that modified URL and he could use it every time he wants to fill out the form. Simple as that. And there you have it. Next time you want to prepopulate a form, just throw in some modified URL’s and you’ll be off to the races.

The Dos and Don’ts of Form Fields

By Jen Bjers · July 8th, 2014

Hey there, form fans! We’re back again to share more form-building best practices with you—the Dos and Don’ts of form design if you will. Today, I’ll go over the Dos and Don’ts of the fantastic Form Field. Being the forward thinker that you are, intuitive form design is clutch for a positive user experience, but the types of fields you use to collect that data is crucial when it comes to reporting and compiling that information down the road.

Recently, Johan shared 3 Things You Definitely Should NOT Do On Your Forms. I’ll expand on that by highlighting some best practices when choosing field types to collect your data. This guide will cover a handful of Standard and Fancy Pants field types along with tidbits of insight on Field and Form Settings.

Ready? Let’s do this.

I’ve created a form to collect registration information for this summer’s Dino Camp for kids (aka Jr. Archaeologists). This form uses various field types in a way that negatively impacts the user experience as well as potentially skews your data on the backend.

Click on the images below and check out the pointers called out in the field examples:

A few additional resources to help build excellent online forms:

Using Section Breaks to Make Your Forms Easier to Fill Out!

Dynamic Fields for Allowing More than One Camper to Signup per Form

The Science Behind Field Label Placement and Why Top Aligned is Suggested

How to Accept a Terms of Service Agreement

Additional questions for Jen? You know where to go, dear readers.

Back to Basics: How to Search and Export in the Entry Manager

By Zachary Ralson · July 3rd, 2014

Welcome back to another Back to Basics, form fans! So you’ve built that spiffy form of yours (congrats) and now you’re watching all those entries come rolling in (awesome). And rolling in. And rolling in. Sometimes it can feel a little overwhelming to go through all of those submissions and having to wade through the Entry Manager to get the perfect view of the results you’re looking for. If you have 60 results (or even 6 or 600) and you want to get some of them to your friends and colleagues for review, it can be tough to sort through them all to make sure the right data gets to the right place. Fortunately, the Entry Manager’s versatile functionality allows you to filter and export your results so you can make the most of all those form submissions.

The Search Bar

First, let’s look at the Search bar. Much like the legendary Sasquatch, despite its power this feature spends most of its time in hiding. If you click into the bar itself you’re able to search all of your entries for whatever information you’re looking for. But trust us, the search bar is so much more than that.

If you click the magnifying glass icon to the left, the filter options will appear above the entries. You’re able to add filter criteria to limit the Entry Manager display. Most of the time this process is pretty straightforward. Say you wanted to find a list of all Canadian customers with government mailing addresses…You can apply a filter to “Display entries that meet all of the following conditions” add “Country contains Canada” and “Email contains @government.ca” filters to the manager. You’re then able to base filters on any of the fields in your form and use the following conditions:

• Contains • Does not contain • Begins with • Ends with • Is equal to • Is not equal to

There are a few situations where the filter criteria isn’t as simple as the above examples. For example, if you’re filtering by the number of stars provided in a Rating field, you’ll need to use a numeral to represent the number of stars. If you’re sorting by a checkbox option, you’ll need to use the label of the checkbox to successfully filter things. What do we mean exactly? Say the checkbox is labeled, “Yes, I would like to attend your event” and you’d like to find everyone who checked it, you’ll need to say, ‘Yes, I would like to attend your event’ is equal to ‘Yes, I would like to attend your event.’”. If the checkbox is selected then the answer is the same as the label.

Bulk Actions

Now that you’ve limited your search to only your Canadian customers, you want to export those results so you can email them to that naysayer who said you’d never make it big in Toronto (pfft). You can do this by using the Bulk Actions button, conveniently located to the left of the search bar! On the right side of the entry display the Export and Delete buttons will appear.

The Export button allows you to export all entries that are currently displaying in the Entry Manager. If you have no filters applied, this will export all of your entries, if you do have filters applied, only the specified entries will be exported. You’ll have three different format options, as well: Excel (.xls), text (.txt), and Commas (.csv).

The Delete Button is in the same Bulk Actions window as the export button, but it’s key not to mix these up. It operates under the same rules as the Export button—it will only delete those entries that are visible. Need to get rid of any unpaid entries? Go ahead and use the filter to sort them out and just hit Delete.

There you have it, dear form fans. We hope that overwhelming feeling has disappeared into thin air and don’t be shy—let us know if you have questions below!

Back To Basics: Wufoo Integrations

By Johan Lieu · June 13th, 2014

It’s time for another edition of our Back To Basics series. In this edition, we’re going to take a look at Wufoo’s integrations with other applications and web sites and show how they can save you time, make your life easier, and make your Wufoo forms powerful and extensible.

As always, our Back To Basics series is aimed at newer Wufoo customers and users who might not yet be familiar with the wealth of features Wufoo offers. It might be too simplistic for some Wufoo Vets but I bet if you stick around, you might learn something new that you can do with Wufoo. And if not, you might be able to share your experiences with other Wufoo users and help make everyone’s life that much better. Either way, onward!

What Are Integrations?

If you’re not familiar with the idea of integrations, here’s your crash course. Integrations are features Wufoo and other sites have built that allow you to extend the functionality of your Wufoo account and forms.

Most Wufoo integrations work by connecting your Wufoo account or form to a 3rd party application or web site. After connecting, new entries submitted to your Wufoo forms will be automatically sent over to the 3rd party app or web site where the entry can be parsed, processed, and used for a bunch of purposes.

Got it? Good. Now let’s go through the types of integrations Wufoo offers.

Real Time Notification Integrations

Real time notification integrations are the types of integrations that I described before. When a new entry is submitted to one of your forms, the data for your entry is automatically and immediately sent over to the integration partner.

A great example of a real time notification integration is Wufoo’s integration with MailChimp. Say you have a Mailing List sign up form on your site and whenever someone signs up, you want their contact information to be automatically added into MailChimp so that you can easily email them.

Using the MailChimp integration, you can connect your form to your MailChimp account, and whenever a new entry is submitted to your form, their contact information is automatically and immediately added to your MailChimp mailing list. No more having to copy and paste data and information from Wufoo to another site.

Sounds awesome, right? It gets even better because Wufoo has 32 real time notification partners from Asana, to Salesforce, all the way down to Z with a Zapier integration.

Think that’s all? Wrong. There’s more!

Payment Integrations

If you’re looking to accept payments through your Wufoo forms, you’re in luck. Wufoo offers integrations with seven payment servicesStripe, PayPal, Braintree, Authorize.Net, Chargify, USA ePay, and FreshBooks—so you’ll be able to accept online payments with your preferred payment service.

I won’t go into too much detail about our payments integrations here other than they’re ridiculously easy to setup and your business can easily start accepting payments online. You can find more info about each payment service by visiting our Payments Integration information page. If you’re interested in a deeper dive into each of the payment services, our very own Aubriane Taylor walked through each service in a payments blog post and helps you choose the best service based on your needs and their features.

3rd Party Application Integrations

These next set of integrations are our 3rd party application integrations. These integrations believe in the value of Wufoo so much that they’ve incorporated access to our features and the data collected by your Wufoo forms on their side of the fence.

These integrations easily allow you to embed your Wufoo forms into their apps or sites (like adding your Wufoo mailing list form to your site with website creators such as Squarespace, Wix, Strikingly, Yola, or Spacecraft), or adding a Wufoo form to your Facebook page). These integrations allow you to add your Wufoo goodness to their apps and web sites and make enhance the features of apps you use.

Mobile Application Integrations

If you’re on the go, these mobile application integrations allow you to take your Wufoo data with you. These integrations allow you to use your mobile phone or tablet to accept entries to your Wufoo forms (like with Entries) , or to create mobile optimized web sites and add Wufoo to them (like with Mojaba). Just really cool integrations with mobile in mind.

Content Management System Integrations

If you use WordPress, Drupal, Confluence, or other content management systems to run your site and business and you’d like to add some Wufoo goodness, you’re in the right place. Wufoo offers several integrations for content management systems and allow you to seamlessly add your Wufoo forms into your CMS and accept entries and submissions from your users and customers right within your CMS driven site.


With all of these Wufoo integrations, you can truly extend and enhance the functionality of your Wufoo account and forms. There are so many integrations and so many use cases and work flows that it would be impossible to cover them all in one blog post. You can read more about all of Wufoo’s integrations to find the right one for you and your work flow.

If you use one of Wufoo’s integrations in a cool or novel way, share it in the comments and let your fellow readers know!

How to Make Those Forms of Yours Personal with Templating

By Aubriane Taylor · June 3rd, 2014

Ready to get personal? With those online forms of yours, that is. Good, because we’re amped to show you the ins and outs of our groovy Templating feature so that you can make your forms more personal in a (sometimes) impersonal digital world. So Templating…What are we talking about exactly?

Let’s go back to the world of event planning and RSVPs, shall we? Say you’re following the advice of our fellow tips blogger, Kane, when planning that wedding extravaganza. You’re using Wufoo to rush along the invite process so you can dish out that delish free food. Being the planning pro that you are, you want to confirm your guests’ RSVPs with a message that includes what meal John or Sally chose, which inbox to check for the confirmation email, and (just for the fun of it) their specific ID number.

We’ll use Templating to make all of this happen! Seriously—it’s fast, easy and fun.

Okay…but how?

First: the form. We’ll follow Johan’s guidance, and set up the entire form first. A few fields to ask who they are, if they’re coming, their preferred menu, and if they’ll bring a plus one:

We’ve set up a few field rules so that we can dynamically show follow-up fields based on the user’s response. What’s a Wufoo form without some Wufoo magic?

Now, here’s the really fun part. We’re going to set up a confirmation page specific to each user’s RSVP, which includes all of the details they just typed in.

1. Find your Field IDs

There are a couple of links that will always pop up when you set up your confirmation options—whether it’s a redirect, a confirmation email, a notification email, whatever. The two links you’ll see are known as Templating Options, and Template Tags (aka API Settings):

Templating Options will take you to our Help page on the templating feature, and Template Tags will take you to the “key” for the field identifiers in your form. Now, here’s the key for the form we just created:

In your case, we’ll want to use our friend’s first name (field 1), their email address (field 5), and their chosen menu (field 6). We’ll also use the entry ID, since we want the user to know their place in the list.

2. Plug in your Template Tags

When you’re putting together your templated text, the default format for a template tag is {entry:Field#}, where “#” is the number of the field I want populated. This changes a bit for “system fields” like the entry ID, but still the same idea: {entry:EntryId}. The tags are case-specific, so make sure you type it exactly as it appears!

Here’s the code you’ll use:

Awesome, {entry:Field1}!! We are so excited to see you on our special day. We’re sending the full details to {entry:Field5} as we speak.

We’ll see you July 20th—-come ready to eat {entry:Field6}, show off your epic dance moves, and make totally merry with us.

PS. You’re #{entry:EntryId} on the guest list.

3. Sit back and watch the magic happen

Here’s the confirmation page I see after I RSVP:

And that’s all there is to it. Each new user to fill out your form will see a confirmation page tailored specifically to them—spooky fun, right?

You can also follow the same concept in confirmation emails, form rules, notifications of new entries, or (to a limited degree) redirects to another site. Outside the world of the hallowed RSVPs, just think of all the other possibilities—order numbers, event registrations, mad libs for your friends…we could go on and on.

I’ll be keeping a hawk’s eye on the comments below for brainstorming of cool ways to use templating in your form. Feel free to drop any questions you might have below!

Back To Basics: The Amazing Activity Log

By Johan Lieu · May 29th, 2014

In this edition of our Back To Basics series, we’re going to take a quick look at an under appreciated Wufoo feature, the Activity Log. As always, the Back to Basic series is geared toward newer Wufoo customers who might not yet be familiar with the wide variety and breadth of Wufoo features. If you’re a Wufoo Vet, this might be a bit too basic for you, but if you do stick around, I bet you’ll still be able to learn a thing or three!

If you’ve ever wondered or needed to remember what exactly you did in your Wufoo account, the Activity Log is your friend. To access the Activity Log, simply head to your Account page and click the button in the top right labeled, “Activity Log”. This’ll take you to a page that looks suspiciously like a log of all of your account’s activity that runs in reverse chronological order, which is exactly what it is!

From this page you’ll be able to view all of the activity that has occurred in your account for the past 45 days. This log is super powerful and useful especially if you have many sub-users on your account (which we talked about creating in our last Back To Basics post about User Management). From within the Activity Logs, you’ll be able to view information about:

  • Forms: You’ll be able to see what users created, edited, or deleted forms from your account and when they did so. You’ll also be able to see when themes are changed for a form or when a form has become inactive.
  • Entries: Rather than overload the Activity Log with each entry submitted, you can view when your entries are edited or deleted.
  • Reports: You’ll be able to see when reports are created, edited, or deleted and by what users. You’ll also be able to keep track of when passwords are turned on and off for reports.
  • Themes: You’ll be able to see when themes are created, edited, or deleted as well as who did it.
  • User Activity: You’ll be able to find out when a user logs in or out of your account.
  • Account Activity: We keep track of whenever your account upgrades, downgrades its subscription plan, and whenever you change your billing information.

As you can see, the Activity Log is your go-to tool whenever you need to remember when you did something related to your Wufoo account, or when you’re trying to figure who’s responsible for that really ugly theme (not me!) and when they did it. It’s great for troubleshooting changes to your forms and it’s also especially handy when you have many users on your account.

Need more information about the Activity Log? View our help documentation about it here. If you’ve got other nifty tips or tricks when using the Activity Log, feel free to share it with the rest of the Wufoo community below!

How to Build a Rapport with Reports

By Kane Stanley · May 6th, 2014

I’ve never been to a wedding I didn’t enjoy. They’re brilliant. You have a bit of free food, get a dance in there, meet some people, listen to a few speeches and then you’re done. Not all of them go completely to plan, but for the most part they’re usually a success.

Planning that kind of success can sometimes be a real bother but it’s cool. Wufoo is always here to make things that much easier for you. With those summer weddings on the horizon, today I’m going to take you through how to use a Wufoo form and a report to turn the RSVPester process into a RSVParty.

First we have to make the RSVP form. Luckily we make that mega easy for you, because there’s a template for it. It’s no secret that we have loads of form templates to choose from and a wedding invitation is just one of those.

Check out our wedding template.

Once you’ve added that to your account, you can edit it as much as you’d like. I doubt all of you are called Mike and Jenny so I’m sure that will be changed around a bit. Then send that form out there for people to RSVP.

After a while, you’ll realize that you have a bunch of entries to your form and you need to make some sense of it all. This is where the reports come in. We can build a great report to make reading all of this data super easy and make planning your wedding a bit less stressful.

To get to the reports section of your account, you simply click the Reports tab at the top of your page when logged in. Let’s start with who’s coming shall we? For this we can use a few Number Widgets. These nifty widgets will do a simple total count of an option in a field. Perfect when you want to know how many people are coming to your wedding. After creating your new report, click the “Add Widgets” tab and you can add your widgets from there. We have Yes, No, Naybe and guests options so we’ll need four number widgets.

Lovely jubbly. Now we’ll know exactly how many people are coming to the wedding without having to do any annoying manual counting. Hang on a minute, I said that I loved that I get a bit of free food at weddings. How do we know how much food to get?

Let’s use a bar graph for this one. This will let us see all of the options from a field together in one widget rather than getting a count on them separately. When you add a graph widget to a report, you have the choice of using a bar, line or pie graph. A bar graph will be our best bet here.

Brilliant. Now we know how many people are coming to the wedding and exactly what they want to eat. You’ll want to make another graph for the guests food as well. You can probably feel the wedding planning stress falling away as you read this.

Now, what if we actually want to see a breakdown of all the people coming to the wedding with all of the information from their entry? The number count and food count do tell you a lot, but they don’t tell you if the embarrassing uncle that tells awkward jokes will be there. The datagrid widget will though! The datagrid widget will essentially show you each entry in a big list, which is nice if you want to see the names of everyone coming to your wedding.

Now that we have all of that together, let’s have a look at the report. Remember that you can use your themes in the report as well so you can make it look as fancy as you want.

Doesn’t that look nice? Apparently my wedding is pretty small and I’ll need to have a word with the two people that are washing their hair that night, but there you have it.

If you’re getting married, relieve a bit of stress by sending out your RSVP’s through Wufoo. You’ll want to marry us when you’re done.

Questions for Kane? Marriage proposals optional. ;)

How to Create Practice Quizzes & Tests With Wufoo

By Johan Lieu · May 1st, 2014

The number of things you can use Wufoo for far outnumbers the amount of stars in the Milky Way (it does not but it’s a lot!) and I’ll be showing you just one more cool thing you can do with Wufoo. This time we’re going to use Wufoo to create a practice test (or quiz if you’re so inclined) that students can use during studying to help prepare for their exams.

Let’s get started!

1. Create Your Test

The first thing we need to do is create the form for our test. For our example, we’re going to be creating a test about the American Revolution (or if you’re like our very own Kane Stanley, you know it as the American Rebellion). Plus, I’m actually a U.S. History major (Go UCLA!) so this is me totally geeking out here.

Anyhow, the best way to begin creating your test is by laying out all of the questions for your test first. We’ll layer in the section breaks and rules once that’s all in place.

For your questions, I suggest using the multiple choice field type for best results and keeping the number of question options to three. When you’re finished, you should have something that looks like this:

One last thing we need to do is for each question, we want to unselect the radio button so that no answer is selected by default. Other than being a downer if the correct answer is already selected, it also messes with our rules, so make sure you unselect any radio buttons for each of your questions.

2. Add Those Section Breaks

Since our students will be using this practice test to help them study, we should give them feedback as they give their answers so they can learn as they go. To do this, we’ll be using the amazing section break to give instant feedback to the test taker as they answer each question.

Head back to the Form Builder of your test and this time, we’re going to be layering in section breaks for each question. We’re going to place two section breaks before each question, one that displays if the answer is correct and one that displays if the answer is incorrect.

Take a look at our example.

As you can see, I’ve added two section breaks ahead of each question. I added some styling to display the correct section break as green and incorrect ones as red. I also added some context to reinforce why each section break was displaying (showing background information for the correct answer and info about which question was incorrect).

Now that we’ve created these two section breaks for each question in your test, it’s time to add some real magic and use our handy-dandy Rules feature. Why? Read on!

3. Field Rules Make Everything Better

Now that you’ve navigated to the Rules Builder for your test, we’re going to create some Field Rules to show and hide those section breaks on your test. It’s no fun if the answers are shown ahead of time.

For each question, we’ll be creating two field rules. The first rule we’ll create will let you show the correct answer section break if the answer to the question is correct. The second rule we’ll create will allow you to show the incorrect answer section break, if the answer to that question is wrong. You can see two such rules here:

The first rule is set to show the correct answer section break for Question #1 if the answer is correct. And the second rule is setup to show the incorrect answer section break if the answer to the question is any of the two other answers.

As you can imagine, the number of section breaks can get out of hand if you’re creating a fairly long form, which is why we setup the form so that the section breaks appear before each question. It not only helps the student who is taking the test to see if their answer is correct, but it also helps you as the form creator when we setup the test. How so? All of your fields will show up in order in the Rule Builder:

As you can see, the corresponding section breaks for Question #1 appear above it, the section breaks for Question #2 appear before Question #2, and so on. It just helps when you’re setting up complex rules to set it up your fields like this. Now, setup all of the section break rules for each of your questions and save your rules.


That’s it! Your test is now setup. Your students can take advantage of these practice quizzes by testing their knowledge and get instant feedback on how they’re doing, i.e. is there more study time on the horizon or no? The Field Rules you’ve added will easily display messages to the student as well so they can teach and empower themselves as they go. Want to see this form in action? No problem. You can view this form here.

And this isn’t limited to just educators either. Creating these practice forms and quizzes can be incredibly useful for companies too. For example, those that have internal training programs, for testing employees on new processes, or any number of other use cases.

Got a good use case for using Wufoo as a testing platform? Let us know in the Comments below!

How to Choose a Payment Processor from Our Integrations

By Aubriane Taylor · April 10th, 2014

If you’re still collecting checks and envelopes of wrinkly dollars from friends and family, you might be curious about how to automate the process with Wufoo. You may also be sniffing around Wufoo for event registrations and order forms, but you just don’t know which payment processor to choose. Well, friends—this is the WuBlogPost for you!

On the Bona Fide plan and higher, Wufoo offers a payment integration feature that allows you to redirect your users to submit their payment. The list of integrations can be pretty intimidating to consider, but here’s the quick-and-easy breakdown:

For Simple Payments

Stripe

Stripe is super simple. Super super simple, in fact. They have a really easy, fixed-rate pricing model (2.9% + $0.30 per transaction in USD), and you can sign up right from the Wufoo Payment Settings page.

With Stripe, there’s no requirement to have an extra merchant account. The money you collect will be deposited in your bank account on a rolling 7-day basis, so you’re, like, always getting paid.

PayPal Standard

If you haven’t heard of PayPal, you’re likely living under a rock that blocks WiFi. PayPal has a simple pricing model too, and you won’t need a separate merchant account. Plus, it’s extremely easy to set up. Just try. In the time it took you to read that last sentence, we bet you’re already gtg.

One neat perk to the PayPal integration is the option to set up recurring billing. If you’ve got an Us Weekly magazine subscription on offer, you can automatically debit your users’ PayPal account every seven days, or charge ‘em for four issues a month.

For Businessess

Braintree

Braintree is basically the Stripe for businesses - simple pricing (no monthly fee!) and simple sign-up. Unlike your Simple Payments solutions, you’ll need a merchant account for handling the money side of things, but Braintree has bundled a merchant account into their standard pricing.

Check out the Braintree 101 to get a feel for things.

PayPal Website Payments Pro

If you’ve got lots of cash flow per month, and you’re a business in the US, Canada, or stately Great Britain, Website Payments Pro is a solid solution for you. Unlike PayPal Standard, payment is all integrated with your Wufoo form, creating a really seamless ordering process.

The good news: you won’t need a merchant account with WPP. In other news: you will need a Business or Premier account, which can take a day or two to set up. More details here.

PayPal Payflow Pro

If you’re a business in the global market (aka not the US, not Canada, and not stately Great Britain), you’d be better off checking out Payflow Pro.

Payflow is gateway-only, meaning you will need a separate merchant account. It can take a few (to several) days to set up with Payflow, so it may only be worth it if you’re bent on sticking with your own merchant. If you are, though - full steam ahead!

Authorize.net

If you’re ever Googled “trusted payment provider for small businesses”, Authorize.net should be ringing a few bells. You’ll need a merchant account if you want to get paid, but Authorize.net has a directory of merchants for you to choose from.

If you’re looking to accept payments through bank transfer, take note! Your form’s integrated payment page can be enabled to accept eCheck payments with Authorize.net, and you’ll be eReady to eRoll.

USA ePay

If I had to call USA ePay by any other name, it’d be “Old Reliable”. USA ePay’s been around since practically the dawn of the Internet - or at least the dawn of PCI compliance.

You’ll need your own merchant account to get started. Whenever you’re ready to go, you can sign up to use USA ePay as your payment gateway through a respectable list of resellers.

For Customer Management

Chargify

To put it simply, Chargify is your subscription management center. You can create a product and specify a subscription period, and users connecting to Chargify can submit their payment info for recurring payments through your chosen gateway.

Chargify is not a payment gateway or a merchant account, so you will need your own. The good news is that you can leverage Stripe (our favorite friend), Braintree, Authorize.net, PayPal, or any of their other partners to get that money.

Freshbooks

If you’re looking less for “pay now”, and more for “sign up and pay later”, Freshbooks is your best bet. You can collect all the details needed to generate an invoice - no CC required - and let the customer pay up later on.

Payment can be collected online through PayPal (all flavors), Stripe, Authorize.net, Braintree, eWay, and a number of other payment providers. You can even weigh the benefits of your options (in even greater depth than this here blog post) on Freshbooks’ site right here!

The Conclusion

And there you have it—little more sense to the dollars and cents. Of course, let us know below in the comments if you have any q’s.

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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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