Last year we wrote a cheeky guide on how to use CSS to create a custom closed message on a form. It was a solid workaround, but required a bit of legwork to execute. We’re happy to say, you can now skip leg day as much as you’d like, thanks to the new form closed options.
Form closed options, which are available on all paid plans, let you add a completely customized message for your users when they visit a closed form. If you don’t want to leave a custom message for the user, you can choose to redirect them to your own website instead. Better yet, setting this up requires no CSS or workaround. To show you how easy it is to use, let’s check out an example using a glorious donation form.
Dodge the Dinos 20K Run is an annual 20K run with a twist. Runners are chased by Wufoo’s very own dinosaurs. Fundraising for chosen charities is urged, and participants can use a donation form for their fundraising. Cue the Dodge the Dinos 20K Run Donation Form.
Taking donations before the event is fantastic, but what if someone visits the form after the event is over? It would be great to let the visitor know that the dinos have been dodged, but they can learn all about the chosen charity if they’d like. This can be done with a form closed message. Setting this up couldn’t be easier:
- Click the Forms tab at the top of the page
- Click Edit on the form
- Click Form Settings
- Click Show Text under the Form Closed Options section
- Add the custom message and save
Easy Peasy. Now, if someone were to try to donate after the event, they’d see the custom form closed message telling them that they’re too late.
It could also be good to redirect the person to a website after the event is over. That could be a site to the specified charity or any site you’d wish. Setting this up is just as easy. Simply follow the same steps as before, but choose Redirect to Website instead. Then add the URL from there.
In this case, if someone were to view the form after it was closed, they’d be immediately redirected to the specified website. This is a fantastic option if you’d like to send your customers to your own website after a form has closed as well.
The form closed options offer you a brand new dimension to keep your users informed or to get them to your website. We really hope you like this new feature and we’ve got loads more to come. If you’d like to learn more about how form closed options work, check out our help center article as well.
Every now and then, we invite our partners to publish relevant guest posts in Wufoo blog, posts that we believe would add immense value to our beloved Wufoo customers. This time around, we are happy to feature Salesmate.io, a powerful CRM tool that integrates well with Wufoo web forms. Our friends at Salesmate.io are here to walk you through a few easy steps to setup the integration.
Have a Wufoo web form embedded in your website to collect sales leads?
The good news: Your website’s sales lead form is blowing up, sending hot leads at you faster than you can count them.
The slightly-less-good news: Your inbox is filling up faster than you can copy/paste lead info into your CRM. So instead of feeling excited, you’re a bit nervous you’ll lose track of your prospects.
But now you can embrace your sizzling lead form without getting burned. That’s because we partnered with Salesmate small business CRM to help you organize and track your leads easier than ever.
How the Wufoo + Salesmate integration works
It’s super easy to set up the Salesmate integration as a Wufoo WebHook. All it takes is a little toggling in the settings of both applications. We’ll start with Salesmate:
- Navigate to your Salesmate settings by clicking on your profile icon
- Go to Setup > Apps & Add-ons
- Find the Wufoo Integration app
- Click Install
It’s just as simple to integrate the two applications on Wufoo’s side:
- Navigate to Form Manager > Edit > Add notifications
- Select Another Application > WebHook
- Click Add Integration
- In the As a WebHook box, enter your WebHook URL and Handshake Key as given on the Wufoo Integration Page.
- Tick the Include Field and Form Structures with Entry Data checkbox
- Click Save and you’re done!
Now that you’ve set up the integration:
- Your Wufoo name field will automatically become your Salesmate contact’s name.
- Any text field called Company, Organisation, or Organization will become the contact’s company name.
- Any Wufoo field that has the exact same name as a Salesmate field (either default or custom) will sync instantly.
- Salesmate will save all other Wufoo fields as contact notes.
So skip the copy-paste game and dive directly into the fun part of sales: talking to people and telling them about your amazing product.
For more information, see our Help Desk article on Salesmate integration.
Great news! Our friends at Salesmate are offering 20% off first three months exclusively for Wufoo customers. After you sign up for a Salesmate trial account, just email us at email@example.com to activate the offer. This offer is valid till August 4, 2017.
If you love data, chances are you use a powerful tool like Google Analytics to gain insights into how customers interact with your website. And for many of you, being able to track your Wufoo form performance in Google Analytics was on your wishlist.
Well wish no more, data fans! We heard you loud and clear. Now you can track the behavior of people who fill out your Wufoo web forms with your existing Google Analytics account.
It’s never been easier to get the data you need to build high-performing forms. Keep reading to see how to enable our Google Analytics web form integration.
Enable Google Analytics for Wufoo with one click
We’ve added a checkbox to the settings of every Wufoo form, old and new, to enable Google Analytics. It’s just as easy, then, to add Analytics to current forms as it is to add them to new forms. All you have to do is check the box:
Then, we’ll prompt you to enter your Google Analytics tracking ID and the domain name of your website.
How to find your Google Analytics tracking ID
Your tracking ID is that long string of letters and numbers that looks something like this: UA-1234567-8. To find your unique tracking ID:
- Navigate to Admin on the Google Analytics homepage
- Select your account from the drop-down menu
- Choose Property Settings from the Property column
Your tracking ID is at the top of your account’s Property Settings page. See this Google post for more detailed instructions on how to track down an elusive tracking ID.
Direct data to your domain
Because Wufoo forms all use the subdomain “yourusername.wufoo.com,” you’ll have to give us your true domain name so we can attribute the form to your website. Your domain name is the website associated with your Google Analytics account, such as “yourwebsite.com.”
For more on how to enable Google Analytics for your Wufoo form, check out this help center post.
We’ve optimized the Wufoo + Google Analytics experience
Naturally, you want the most accurate page view and conversion counts possible. To get accurate counts, we add your tracking ID to the footer of each form, so that Google only tracks the views of fully loaded pages.
On multipage forms, we add your tracking ID to the footer of each page. This gives you insight into the page-to-page conversions of your forms and makes it easy to identify troublesome drop-off points. Nice!
Get insight into both standalone and embedded forms
You can add Analytics to any type of Wufoo form. It’s super straightforward to track standalone forms. Just click the checkbox and you’re done. Embedded forms are, however, a little trickier.
You can track embedded forms with Analytics in two ways: either on your website itself or by clicking the checkbox in form settings. Either way works, but, if you choose both, Analytics will count each page view and conversion twice. This doubles your conversion rate…in the worst way possible!
To get accurate page view and conversion counts, choose either website or in-form tracking for embedded forms, not both. To learn more about the nuances of tracking embedded forms, check out this help center post.
There you are! You have all the information you need and, now, it’s time to get tracking. Wufoo + Google Analytics makes it easier than ever to collect the customer data that will make your awesome forms even more awesome.
Hey all you lovely form fans! You’re some of the best people in the world – One of the things that makes you the best is that you aren’t afraid to tell us what new features Wufoo needs. As amazing and awesome as Wufoo already is, we can always make it more amazing and more awesome. We’ve taken your advice and added a feature that many have requested: Placeholder Text.
What exactly is placeholder text?
Placeholder text is text that you can add in the input field that won’t be collected as data. It’s a guide for your users so they know what sort of information to put in a field. When your end user clicks on a field in your form – poof! The Placeholder Text disappears and is replaced with whatever the user enters into that field.
Here’s a list of all the form-tastic fields that you can add Placeholder Text to:
- Single line Text
- Paragraph Text
Still not sure how you’d use placeholder text? Well, look no further: Let’s pretend you run a pizza place with a million different toppings – you could just leave a text field on your form so the end user can specify all the toppings they want to add to their pizza. Rather than leaving those hungry customers to their own devices, you can give them a few suggestions to start:
Pepperoni, olives, peppers, pickles, jelly, peanut butter, regular butter, etc.
You’d want to add this as a Placeholder Text — this will just hold the place (see what I did there?) of the customer’s REAL toppings until they decide what they want and type it out. As soon as they start typing, the suggested toppings will disappear and only what your customer types will be submitted.
Placeholder Text vs. Predefined Values
By now you MUST be thinking, “Wait… don’t we already have Predefined Values? Isn’t that the same thing as Placeholder Text?”
I’m glad you asked! Yes, we do have placeholder text, but no, they are not the same thing — they couldn’t be more different!
Placeholder text is a visual aid for your end user. It’s the guide that leads them to the perfect pizza toppings (to continue with my example above)! Alternatively, a Predefined Value for a field is actual text in the field that won’t automatically disappear when the end user starts to type. It’s ACTUAL data that will be ACTUALLY collected in the entry if your customer doesn’t delete it.
If you had all those toppings for your pizza as a predefined value and the end user did not touch the field, all those toppings would be collected as data in the entry. You’d have no idea whether they actually want pepperoni, olives, peppers, pickles, jelly, peanut butter, and regular butter, or if the backspace on their keyboard was just broken!
So as you go off and figure out whether or not you need a predefined value or placeholder text, please remember that if you decide to add both, the predefined value will always take precedent over the placeholder text. If you have predefined text (even just a space!), the placeholder text won’t be there at all. For more information about placeholder text, hop on over to this Help Center page!
Hey form friends! Since this is my first blog post, figured I’d say hi - I’m Patrick, and I’m the new Engineering Manager for Wufoo here at SurveyMonkey. Super excited to be on this awesome team full of amazing people, and I’ll do my best to not bore you with all my upcoming blog posts - promise!
First up, (drum roll, please!)… Pagination! We’ve made a few changes to the Form Manager, so that your lists of forms is now broken down into pages. Now you can select how many forms you want to view per page. Pretty awesome, right!?
Why the switch to pagination?
There have long been battles over pagination, show everything, or the dreaded infinite scroll. The reality is, each have their place and there is no single right answer. Take Google for example: search results are paginated, but Google Images is infinite scroll - and in both scenarios, it works. Bing on desktop is paginated, Bing on mobile infinite scrolls - again, it just works.
On the other hand, lists can benefit from being broken into pages. You’re looking for something specific, and breaking that up into digestible chunks often reduces the amount of time it takes to find what you’re looking for. How many times have you been scrolling down a long list and breezed right past what you were looking for? It happens, and it’s super annoying - especially if you don’t know where it is in the list first.
The entire Wufoo team thought long and hard about what would be best for you, our lovely customers. Pagination just makes the most sense for Wufoo! You’ll be able to view a subset of forms at any given time, which will make the Form Manager load faster and be more scannable.
What about the search function?
In order to make the experience more consistent with other popular search interfaces, and to properly accommodate pagination, the search implementation is no longer real-time filtering the entire list of forms.
If you’re a bit skeptical about this change… don’t worry — it’s going to make the form manager far easier to manage! We’ve added in a couple of lovely buttons for you: Search and Clear. For customers with a large number of forms (and there are many!) this will drastically decrease both Form Manager and search result page load times - basically, we want to help you get your work done faster and smoother with a more familiar flow.
And there you have it! Pagination: one step close to an even better form manager. We know you’ll agree these changes are for the better - and we can’t wait to show you what we’ve got in store for the future!
You’ve set up a Wufoo web form on your business site and, just like that, you’re collecting leads left and right. Naturally, you’re busier than ever. But your sales lead form keeps filling your email inbox with new prospects! A day or two later, when you finally get to everyone, your hot leads have all turned into chilly popsicles. Eep!
Enter, DYL lead management software, which keeps hot leads from going cold by instantly calling or texting prospects who fill out your lead generation form. This means you’ll never have to manually dig through emails to find the contact details of your prospects and, more importantly, your prospects will never get stuck in inbox purgatory.
DYL’s phone system and lead management software integrates seamlessly with any Wufoo form that has a phone number field. The second your prospect submits a form, DYL triggers a call to your office or cellphone. Just pick up the phone, dial “1,” and start chatting with a new prospect before anyone else does.
If you’re more of a written-word fan, DYL can automatically send prospects a text message from your phone. Recipients open 99% of texts, making them a powerful addition to any business’s sales arsenal. These messages can include photos or documents, sent straight from your desktop to your prospect’s phone. That’s pretty cool.
Integrating Wufoo and DYL is super easy:
- Copy the special Wufoo email address provided by DYL.
- On your Wufoo form, navigate to “Notification Settings.”
- In the “to Another Application” drop down menu, pick “WebHook”.
- In the “Your WebHook URL” field, enter https://dialyourleads.com/post/wufoo.
- In the “Your WebHook Handshake Key” field, paste the special email address provided by DYL.
- Check the box “Include Field and Form Structures with Entry Data.”
Great news! Our friends at DYL are currently offering Wufoo customers a 20% discount on all new DYL services. Redeem this offer online or call DYL at 855-777-5817 for assistance.
The Wufoo Form Builder makes it so easy to add fields and customize their options that sometimes many first time form creators go overboard and end up with a form that, even though it was created with the best of intentions, ends up being totally unusable. This post will help highlight a couple of common form design mistakes that most first-time form creators make.
Ready? Good. Let’s get to it then.
1. Asking For Way Too Much Information
The first common mistake we see with first time form creators is that they usually get carried away with adding fields for information that believe they need to do their jobs and end up with a form that has way too many fields that no one will fill out.
Let’s say you’ve created the most perfect sales lead form with like 80 input fields to make sure you get all of the information from potential customers that you think you may need just in case someone like Mike from Marketing asks for it (like, “Do you have more than three pets in your household?”).
After you’ve got the form complete, you embed it on your site and wait for the submissions from potential customers to come in. And then…nothing. Zero people have filled it out. Uh, what’s going on?
What happened was that potential customers visited your site, got a little bit interested, and were thinking about filling out your More Info form. But then they got to it and saw it was like 80 questions long and were like, “Whoa, that’s way too long of a form for something that I’m not even sure I need” and then they just abandoned your form.
What you need to do is really rethink what information you really, really, really need at this point in time and only have those fields on your form. For most sales lead forms, you’re only going to need someone’s name and a way to get in touch with them, whether it’s an email address or a phone number. That’s probably it. You can find out other info later when you follow up with the potential customer. There’s a ton of research out there that shows that removing even one field can make a huge difference in completion and conversion rates. So make sure you only ask for the information that is extremely crucial for the purpose of your form.
2. Making Everything Required
This is similar to #1 above, so this’ll be short and sweet. After you’ve pared down your 80 input field form down to say, like 11 fields, you decided to make everything required. But I bet that even in those 11 fields, you have some fields that aren’t actually required and you could get away with some submissions not requiring that information.
It can be difficult to have the discussion with whomever thinks that that information is crucial so one way to prove it is to test it. Make the field optional but leave it on the form. Then after a couple days or weeks, follow up to see if that piece of information wasn’t as important as previously thought. If so, you have the data to back it up. And, going back to #1 above, if you find out that you can live with the information being optional, you might want to consider removing it altogether, making your form even shorter, and increasing completion rates overall.
3. Put The Verification Question at the End of Your Form
In most forms where the form taker needs to provide truthful information, at the bottom of the form there’s usually a question that says something like:
> “I confirm that all information that I’ve provided is true.” > “Your Name”
It’s usually a checkbox and a name field and most people kind of gloss over it at the end of the long information providing form. But what usually happens is that some people fudge the info (like your milage in an insurance in take form) but by the time you get down to the bottom of the form to say, “yes all this information is true” you’ve already committed to not providing the actual truthful information so you just check the box and continue on.
Francesca Gino, a professor at Harvard Business School, recently showed that by putting the signing or truth verification question at the top of the form, you’ll actually increase the truthfulness of the information being provided.
> “Using lab and field experiments, we find that signing before rather than after the opportunity to cheat makes ethics salient when it is needed most and significantly reduces dishonesty.”
While she tested on forms where people sign at the end, we can apply her learnings on our forms by asking for people’s names and confirm that the information provided is true at the beginning of the form instead of at the end.
Got some other tips you’d like to share? Comment below!
Whether you’re booking a hotel stay in sunny London or an appointment at the poorly named Dirty Dentist (“brace” yourself for that one) it’s important to get the date right. Unless you’re Doctor Who, it’s rather difficult to enjoy London’s most luxurious hotels last year. An online form should, then, direct customers to choose a date in the future, not the past. Luckily, Wufoo makes it easy to ensure customers book only future dates.
The standard date field on most Wufoo forms includes past, present, and future dates. This type of date field is versatile – it can be used to enter a date of birth (past), book an appointment (future), or do anything in between. But, if a customer accidentally chooses a date in the past, it can confuse scheduling on your end. So unless you need customers to enter past dates, it’s better to create a form that only accepts future ones.
Don’t worry. Like a warm duvet on a cold January night, Wufoo has you covered. All it takes is one additional cloaked field and a simple field rule to keep your customers from scheduling trips into the past. When you take this precaution, customers who try to enter a past date will receive an informative error message.
Let’s look at an example. A swanky London hotel, Live it, Love it, London, offers its customers convenient online booking as one of its many amenities. Unfortunately, since the New Year, bewildered customers keep entering the year as 2016, not 2017. The mistake is wreaking havoc on the hotel’s scheduling, which has been inundated with reservations for the days gone by.
Let’s fix this. First, add a multiple choice field just below the date field in the current form. In “Field Label,” write a quick note asking the customer to choose a future date. As much as it defeats the point of multiple choice, leave just one, blank choice in this field. Under “Options,” make it required. Then, add the CSS Keyword “cloak.”
The “cloak” tag makes it so that the customer only sees the field label–i.e. the note asking the customer to choose a future date–on the form. It is a required field, but the answer option is impossible to fill in, since it doesn’t even show up. This means that any Live it, Love it, London customer who attempts to submit the form will immediately receive an error message.
So far so good, but we’ve created a catch-22 for all the hotel’s customers. At this point, it’s impossible for anyone to submit the form because everyone receives the error message when they do. To resolve the issue, add a field rule that specifies that the field only appear if the user picks a past date–i.e. any date before today–in the date field.
All done. Now, when customers books their luxurious getaways at the Live it, Love it, London, they must choose a future date. If, for whatever reason, they try to pick a past date, they’ll receive the dreaded error message that we just drew up for them. The hotel manager at Live it, Love it, London can now sleep soundly knowing that all bookings will be for future dates. Try the form yourself here.
That’s because our New Year’s resolution is to help you achieve yours. So here are five online form-building features, old and new, that’ll let you see this year’s goals through.
1. Boost conversion with a better payment experience. Maybe you’re conducting a donation drive, selling booster club t-shirts, organizing a retreat, or setting up a website design consultancy business. Wherever money changes hands, accepting easy online payments keeps the cash register ringing in the New Year, all year round.
With Wufoo, it takes just minutes to start collecting payments from your customers. Our secure forms take payment services like PayPal, Stripe, Authorize.Net, and Braintree. Each service offers unique advantages, so use our payment gateway comparison to decide which suits your needs.
If you’re looking for more of a long-term, committed thing, Wufoo is here for you too. With us, you can manage subscription services, automatic monthly donations, and other recurring charges. Just a few extra clicks and you’ll have a form that accepts recurring payments for all twelve months of the new year.
2. Keep visitors on your site as long as possible. Sometimes the form—contact, registration, or otherwise—isn’t your website’s finale. Send your visitors back for an encore by using our handy redirect feature. Once a visitor completes a form, this feature takes that visitor back to the page on your site you specify. This feature keeps visitors on your site longer and, ultimately, boosts conversion rates from things like drip campaigns.
Customize the redirect feature to send specific visitors to specific pages based on their responses in the form they just filled out. If, for example, a visitor indicated in a feedback form that she would like to receive updates about champagne flutes, you can send her to a page about champagne flutes. If she wants updates on confetti cannons, you can send her to a page about confetti cannons. Hey, some people plan a year ahead.
The redirect feature is all about personalizing the experience and making your visitors’ lives easier by sending them straight to the information they want. If you use redirect, your sales lead form will not only collect the contact information of potential customers, but will also redirect them to a page that makes them want to start shopping immediately.
3. Use forms to collect files and keep them organized. It takes just seconds to add our file upload option to your form, but this feature can save human resources, admissions, and other departments hours of work. Include our file upload option in a college application, an employment application, a mortgage application, a photo contest submission, a client project request, or an expense report and reimbursement to collect images and documents from people more efficiently.
Our file upload option works in reverse too. Simplify the registration process by automatically sending emails with attachments (like user manuals, handbooks, lease agreements, and conference schedules) to people who successfully submit your form. By automating administrative tasks like this one, you’ll spend less time on protocol and more time on other goals this year.
4. Build a consistent, beautiful brand year round. Forms don’t have to be boring. Not at all. If you can’t stand another year of the same grey template, design a custom theme to express your brand’s individual aesthetic. You can even remove our default branding (we’ll forgive you) and add your own logo instead. Changing the design is the form version of “New Year, New You.”
5. Let us do the talking so you can spend time on strategy. Make time for other things this year by having us automatically share the information you collect via Wufoo with a wide range of compatible programs including Salesforce, WordPress, MailChimp, DropBox, Facebook, and others. All it takes is a few simple steps to integrate our platform with your other applications.
Welcome, officially, to a year of new possibilities with Wufoo. We’re always adding more to our platform, so be sure to keep up with us throughout the year. We know you have great ideas, so please fill out this form to tell us what you think we should be working on in 2017. Or leave us your thoughts on other ways Wufoo can help you achieve your goals this year in the comments section below.
Hey 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:
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:
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.
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!