The Wufoo Blog

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!


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

By Praveen Chandran · November 17th, 2016

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

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

Screen Shot 2016-11-17 at 3.49.47 PM

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

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

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

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

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

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

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

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

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

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


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.

 


New Security Update

By Renee Morris · October 20th, 2016

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

 

Increased Password Strength

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

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

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

 

More Frequent Password Changes

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

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

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

 

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

 

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

 


How 4 Wufoo Users Save Time with Zapier Workflows

By Carlin Sack · October 19th, 2016

The real power of Wufoo lies in the information you capture. What if you could connect that data to the other tools in your arsenal?

By using Wufoo with Zapier, you can create automated workflows between Wufoo and 500+ complimentary apps, such as these:

Wufoo Zapier image 2

So instead of manually triggering an onboarding email sequence to a new lead, for example, a Zapier integration could automatically create a new MailChimp subscriber using data from your form and kick off an email sequence to your customer.

Here are a few ways Wufoo users rely on Zapier to automate their workflows and get even more done.

Capture Inbound Leads

If you’re capturing leads through a Wufoo form on your website, you can create a Zap to automatically add that lead to your CRM as a contact once they submit the form. Home insulation company Alexander Watson relies on a Wufoo form to get essential client information to their CRM platform, Infusionsoft.

Wufoo Zapier image 3

“This Zap means that our staff members no longer have to manually enter in client info, which eliminates a heap of data entry errors,” insulation specialist Jeremy Watson says.

Wufoo Zapier image 4

Close More Sales

Capturing lead information with Wufoo is a great way to quickly get customers into your pipeline so you can close more deals. Zapier can automatically add those form responses to your CRM.

For example, Steve Gumm, marketing executive at online postgraduate program Diploma MSc, uses Wufoo to capture leads online. A Zap connects Wufoo to Pipedrive and creates deals in Pipedrive, saving the team tons of time.

Wufoo Zapier image 5

“The Zap is extremely valuable to us as it considerably saves us manual data entry,” Gumm says. “Previously, we had one member of the team manually inputting data for the majority of their role. This process is no longer required, thanks to Zaps.”

Fitness company Project Warrior uses a Zap to make sure action is taken on new client leads while they’re still hot. New clients who sign up by filling out a Wufoo form have their initial consultation scheduled with a Zap.

“Once the client completes the application in Wufoo, Zapier creates the contact in Infusionsoft and applies a ‘hot lead’ tag to it,” owner Kyle Genner says. “The contact is then sent an SMS from TextLocal encouraging them to book a call to go over their application and sign up. If they don’t book a call, they are then sent a series of follow-up emails via Infusionsoft. All of these apps help to build our brand authority and automate what would otherwise be a very time-consuming and expensive process.”

Wufoo Zapier image 6

Encourage Repeat Customers

Once your leads turn into customers and buy your product, there’s a new place to focus your team’s efforts: Get those users set up with your offering and make sure they are happy with it. You can set up Zaps such as this one to help you manage that process, too:

For example, Morgan Oberg, tutor at adult education company Sensus, relies on Todoist to help him fulfill customer orders. Whenever a customer places an order via a Wufoo form, a Zap creates a Todoist task that reminds him to package and send the order. Plus, the Zap prints the shipping label via Google Cloud Print and updates the customer’s information in email marketing tool MailChimp.

Wufoo Zapier image 7

“When somebody makes an order, I have Zapier send the info to Todoist so I can remember what to do,” Oberg says. “In order not to market things to my customers that they have already ordered, I send the order info to MailChimp.”

It’s easy to automate the tedious tasks in your workflow with Wufoo and Zapier. Zapier integrates with 500+ apps so you can spend your time on the tasks that matter most.

Do you use Wufoo and Zapier in a unique way that we didn’t cover in this post? Share your secret sauce in the comments below!


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!


Update on Google Image hosting capability

By Cody Curry · August 26th, 2016

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

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

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

But don’t fret

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

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

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

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

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

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


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

    By Kayte Korwitts · August 26th, 2016

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

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

    Take it away, Mike!

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

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

    Why it works

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

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

    How it works

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

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

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

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

    Screen Shot 2016-08-26 at 11.46.41 AM

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

    Learn more on how to setup Wufoo and Solve together.


    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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