Instantly contact leads by integrating Wufoo and DYL lead management software
By Praveen Chandran · March 2nd, 2017You’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.
3 cringe-worthy (but avoidable!) form mistakes
By Johan Lieu · January 30th, 2017
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
This one is less of a newbie mistake but it’s something we all do and recent research has shown we’re all doing it wrong, newbies and veterans alike.
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!
How to keep customers in the present by disabling past dates
By Kane Stanley · January 27th, 2017
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.
5 resolutions you can actually keep in 2017
By Praveen Chandran · January 3rd, 2017
Wow, it’s 2017 already! You’ve got big things planned for this year, we know it. Whatever your project—a new business, a charity drive, a website—we have the forms you need to pull it off.
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.
Form templates to get you through the holiday season
By Nicola Plate · November 18th, 2016
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:
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.
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
‘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.
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
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?)
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:
- Click Forms at the top of the page
- To the right of the form, hover over More and click API Information.
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.
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.
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
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.
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.
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.
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.
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, 2016Hey 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, 2016The 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:
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.
“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.
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.
“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.”
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.
“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!
