5 Time-Saving Wufoo Tips

Want to squeeze more efficiency out of your day? Wish there were some life hacks that would help you make the most of your time? We get it. And while we can’t counter the clock or kill those pesky deadlines, we can point you towards some simple Wufoo tricks that’ll help you work smarter and save time. From ready-to-go forms to helpful automation and integrations, here’s how to make your job just a little easier—so you can trade crunch time for happy hour.

1. Take advantage of Wufoo’s 400+ form templates

Why reinvent the wheel? Instead of creating a form from scratch, check out the ready-to-go templates in our forms gallery. You can use these templates as-is or fine-tune them to perfectly suit your needs. Here are just a couple examples of forms your business can start using right away:

Online order form

This template is a must if your business involves online orders. It’ll help you quickly intake and fill your orders, and gather all the info you need to do so. And, if you’re a subscription-based service looking to save even more time, you can set up recurring and auto-renew payments for the future.

Grant application 

Offering grants to individuals or non-profits? This form asks applicants for all the standard stuff, including project scope, how grant money will be used, and the amount requested. With Wufoo collecting those important but time-consuming details, you can speed up the entire review and selection process. 

Support request form

Responding to users’ technical issues can eat up a lot of time, but this form will help you prioritize support tickets so your customer satisfaction doesn’t take a hit. That way, your IT team can focus on solutions and response time, and know that the information they need has already been collected. 

2. Sync Wufoo with your go-to project management tool

Teamwork really does make the dream work. One of the best ways to get the most out of your workday is to combine the power of Wufoo with the project management tools you already use, including:

You’ll find that tracking your team’s work with these apps is even more efficient when you have Wufoo to help keep the workflow moving. Let’s say, for example, you use Asana for bug tracking. You could use our Bug Tracker form to collect the information and screenshots you need to address a bug, then set up a bug tracking project in Asana and instantly create tasks from your form responses. You’ll save some steps and resolve issues even faster. 

Psst! Beyond project management apps, we have tons of integrations for customer relationship management, lead generation, online payments, and more. Check out our most popular integrations to find other ways Wufoo can streamline your work. 

3. Collect and organize files with your Wufoo forms 

Want to have a place for everything and everything in its place? Don’t spend all your time hunting down the files you need to keep your business running smoothly. If you have a Wufoo form with a File Upload field and a Dropbox account, you can use our Dropbox integration to automatically upload a submitted file to a specific Dropbox folder. Everyone with access to the folder will also be able to quickly access the file—so stakeholders can keep up with important files in real time. If Dropbox isn’t your thing, you can always use Wufoo’s File Manager to securely store files right in your Wufoo account. Both are great ways to collect portfolios from job applicants, documentation from clients, and more. 

4. Automate your email marketing 

Don’t sweat the small stuff…like manual data entry. Our integrations with email marketing providers like Mailchimp, Campaign Monitor, ActiveCampaign, and Gmail can help you automate your email marketing. If you’re a Mailchimp user who collects newsletter signups via a Mailing List form, you can use the integration to instantly add names to your mailing list, drip campaigns, and more. It’s a simple bit of marketing automation that makes a big difference! 

5. Use form Labels

Make sure the forms you need are in the first place you look. Assign labels to any form so you can easily filter all the forms in your Wufoo account. This is especially handy if you don’t remember a form’s exact name or want to view all your forms from a specific time period. 

For example, say you’re planning a webinar and want to view your previous event registration forms so you can review how you’ve handled signups in the past and refresh your approach as needed. You can filter your forms to do exactly that:

filter with labels

Filtering your forms will help you quickly narrow your focus so you don’t spend too much time searching for what you need. You can even filter by more than one label if you want to see events from a specific year or a specific type of event.

How are you using Wufoo to save time and work more efficiently? 

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