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?
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!
Hey 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:
Now you’ll want to create two separate additional forms: one form for the one time donations and one form for the recurring donations.
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.
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:
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.
As always, let us know if you have questions or comments!
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.
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!
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:
Don’t hesitate to reach out below in the Comments section with any questions!
Learn more on how to setup Wufoo and Solve together.
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!
Let’s say you already have that information though. It’s not particularly helpful to ask for information you already know, so it would be fantastic if you could track exactly who’s filled out your form without having to ask for it. Fortunately, with the help of our survey creating cousins, SurveyMonkey, there’s a rather cheeky way to get this done.
If you use SurveyMonkey, you can take advantage of their Email Invitation Collector.
This lets you send your surveys to a specific email list and track exactly who’s responded. We’ll go through how to embed a Wufoo form into SurveyMonkey so you can track who has filled out your forms through their email collector.
To kick things off, we’ll need to create our survey in SurveyMonkey. If you don’t have an account with them, check out their plans and prices. Once you’re signed in, click +Create Survey to get started. They give you options to use a template or copy an existing survey, but we’ll create one from scratch.
Once the survey has been created, you’ll notice it doesn’t look too different from Wufoo. You can create a survey using the different methods on the left side of the page. If you click Builder you can start adding questions to the survey.
We’re not too interested in adding many questions. Our interest lies in wanting to embed our Wufoo form into the survey. To do that, add a Text question. Once you’ve done that, you’ll notice a very mini video camera on the question. Give that a click and then click Embed. It’s here where you’ll put the iFrame embed code from your Wufoo form.
That can be found in the share section within Wufoo. Save when you’ve done that and you’ve created your survey. Easy as pie! Feel free to change the look and feel of the survey through their Themes tab. Otherwise, we’re ready to share.
To set up the email collector, click the Collect Responses tab in the top right corner of the page. Then choose the Email collector. It’s all mega straight forward from here. You can manually add your recipients at the top of your page, or click +Add Recipients to upload your own email list from your email client.
You can also change the subject of your initial email and edit the body of the email as well. Then just click Next and follow along until you can send the email. Once it’s sent, you’re all sorted. Each person will now receive an email asking them to fill out your form.
At any point, you can check your SurveyMonkey account to see who has replied to the survey and who hasn’t. You can even send reminder emails to the people that haven’t replied yet. Pretty nifty stuff.
When you view the survey, the form will be nice and comfy inside of the survey. It’s easy to fill out the form and simply click Done on the survey to complete the process.
We hope this trick is helpful! Questions for Kane? You know where to go.
Fall is just around the corner and you know what that means, form fans. Yep—-it’s back to school season! We’re big supporters of all things academics at Wufoo and if we can make your lives as educators a little bit easier? Well, then A pluses for everyone because that’s our goal.
And as just a small token of our huge gratitude to all of you, we’ve compiled a shortlist of top educational templates designed to make your life in the classroom easier.
So get this—there are over 300 templates that you can pick from. And now that our Template Gallery is totally revamped and lovely to look at, that’s the best place to go when you’re just starting out.
We don’t doubt your form-building skills, but we know sometimes you’re in a hurry and need forms fast. With these templates, we’ve covered the first few steps, so you can do just that and get back to teaching.
Grades. It’s one of the few unchanging things about at teacher’s working life. You need to keep track of how everyone’s doing and this can sometimes mean a lot of busywork.
Rather than (gasp!) writing down grades into an actual gradebook or entering them into Excel, why not go with an online form instead? This will save you time and allow for easy filtering and tracking of the data once it’s in the Entry Manager.
Emergencies sometimes happen. And when they do, you want to be prepared. This template has pre-made fields for names, email, phone, address, and just about everything you’ll need to contact a guardian in the event of an emergency.
Save on some paper by giving all your quizzes online. These are quick, fast, and your students can’t pretend the dog ate their homework.
Now, you might be thinking that these particular templates seem more suited for elementary, middle, and high school…but that’s not all we have available so no worries. For the college and upper level educators out there, here are a few templates to make your classroom life feel less hectic.
Any college will have some great guest lectures and seminars, but since they’re not part of the standard curriculum, you’ll definitely want to document all of them. This will help keep track of all your visiting profs giving those awesome seminars.
Don’t know about you but changing majors in college happened pretty frequently so it would’ve been nice to have a quick and easy online form to do that in a snap. Well? Try this out and we bet your students will thank you (and the Admissions department too).
We know the school year may just be beginning for most students, but for those high school seniors planning ahead, college application time will come around sooner than about time for those college applications. Paper applications just aren’t the way to go anymore. They take a long time, they might get lost in the mail, etc. Online applications are super fast, they’re a cinch to evaluate and help keep things organized.
And there you have it, dear educators. Hours of work saved by using templates. Spiff it up with one of our themes and then be sure to clear some space on your desk—you’re about to get a ton of apples from some happy students.
Questions for Nicola? Let her know in the Comments below, we check daily!
One common need is to connect Wufoo with Google Sheets to collect all form entries into a single spreadsheet. This serves as a backup for your form entries and also helps you with reporting and analytics.
How it Works
- Setup your Google Spreadsheet
Create a spreadsheet where you wish to gather Wufoo form entries. Make sure you have the required Column Names filled in the first row, and some dummy data in the 2nd row as well, as shown here.
2. Add Wufoo to Automate.io
Sign up for Automate, and start by creating a Bot. Add Wufoo as the Trigger application and provide your login credentials. Select the Wufoo form you want to link to Google sheets. This will populate.
3. Link Wufoo and Google Sheets
In the Bot, select Google sheets as your Action app and complete the authentication. Select Add Row as the Action to be performed. You can now select the Spreadsheet to be used and the worksheet within. This will populate the Column names you created.
Now, you can drag-drop the Wufoo form fields into the corresponding columns in the sheet.
Boom - you’re done. Save the Bot and enable it. You should now see new data in the Google Spreadsheet as soon as there’s a form entry.
You can, of course, do much more. Use the Condition option in the Bot to direct sales inquiries into one sheet and support inquiries into a different one. You can also have the Bot create a Trello card and/or send Slack notifications on Wufoo form entry. The possibilities are endless.
Try it out and let us know how it goes in the Comments below!
A waiver is a document that illustrates an individual’s surrender of particular rights. Similar to a disclaimer, waivers are a complex document and they shouldn’t be taken lightly. Talk to your lawyer when drafting a waiver. We’re not lawyers so don’t assume any of our examples here represents legal advice in any shape or form. Got it? Good. Let’s get to building a form then, eh?
When signing a waiver, it’s important to include a copy for your terms and the rights that the individual is surrendering when they sign. Generally, we would suggest using a Section Break field for this. Section Break fields let you include text or HTML without adding an extra input field to your form. An unfortunate side-effect of using a Section Break on a waiver form is that the text you include won’t be sent along to your user, and won’t be included in the Notifications you receive.
To make sure you and your users get a copy of the waiver for both of your records, we suggest using our CSS keyword cloak. Cloak is and often misunderstood CSS Keyword. “Hide an input field?! Why would I want to do that on a form, y’all crazy”.
Well, sometimes yes. We’re going to use the CSS Keyword cloak to hide the input field for a regular old Single-Line-Text field. First, paste all that text you had in your Section Break over in the Field Label of a Single Line Text field. Once that’s done, add the CSS Layout Keyword cloak.
Field labels will always appear within the Notification emails, as long as that field’s input field contains data. To ensure it always contains data, add a bit of pre-defined text to that single line text field to ensure it shows up in every email. Since that field is hidden, your users won’t be able to see or change it. We usually use something like [placeholder] so it’s easy to identify. Another option is to simply include a period as the pre-defined value.
This will give you a section of static text without an input box, kinda like our Section Break. The text will be included in Notification emails, as well as within the Entry Manager.
To include a copy of that waiver for your users, click on the Form Settings tab, and enable your Confirmation Email. When customizing that email, check the Include copy of form data checkbox. Your customer will then receive a copy of the waiver and all of its juicy legal pitfalls.
That’s the gist of how to create a waiver form in Wufoo! Here’s the example we just created for your reference too.
Stay safe out there, form fans and see you next time.
Questions for Cody? You know where to go.
But, wait. You don’t have enough entries. Ugh, how can this be?? Don’t worry, you’re of course not alone.
All of us share our forms to whatever channels make the most sense to us—whether it’s to our website, our company’s website or social media. How do we know when and what channels to use? And are we also using the channels the right way to get more form entries? Well, you’re in luck because that’s what this post is for, ladies and gents.
Let’s review—consider this a cheat sheet if you will, of form distribution channels at your fingertips. *Pro Tip: Not every channel in this cheat sheet is applicable to every type of form. In other words, treat this as a reference list only.
- Email – An oldie but a goodie. One of the best ways to grab immediate attention to your form is by sharing the link in a personalized email to your friends and target audience in your contact list. As you share your form with your friends, make a subtle request to share your form with any email groups that they see fit. Additionally, if you are aware of targeted email groups that are closed for public access, reach out to your friends who are part of those groups and request them to post it on your behalf.
- Messaging apps – Running a personal event? Organizing the company holiday party and need to get RSVPs faster? Look no further than the set of messaging apps like WhatsApp or Facebook Messenger. Each have a huge user base and chances are that most of your friends and colleagues use at least one of these apps.
- Facebook – Facebook groups and Facebook business pages have recently taken over email groups. Are you part of a Facebook group with a large group of members? Do you or your friends own a Facebook page with a good number of followers? Consider posting in these groups or Facebook pages, just be sure your form’s purpose is relevant of course.
- Twitter – The little blue bird is a great channel to promote your form. But before you do, conduct a quick analysis first on popular hashtags that are relevant to your form’s goal. For example, if you are running an event, look for hashtags relevant to local events that have a lot of posts in the recent past. Use these hashtags in your tweet to get the most number of views for your tweet and your form. Before you tweet, reach out to friends in your network and request them to like and retweet your original tweet. Don’t be shy either. Post your tweet during different times of the day (8 a.m., 2 p.m., 8 p.m.) A lot of people tend to login to Twitter only during specific times of the day like say, on the commute home or when they first wake up. Posting multiple times a day gives your tweet a better chance of being viewed and even better, shared.
- LinkedIn - LinkedIn groups are a great way to reach professional audience for lead gen campaigns and for promoting professional events. It’s usually a good idea to give out something (like a downloadable case study or a free e-book) to increase the chances of LinkedIn members filling out your form. Make sure groups and discussion forums are still active. Always read the group’s guidelines before you post your request. Some groups have explicit instructions to post such requests only under “promotions” category. Other groups frown upon such promotional posts altogether. Violating group principles is a great way to get banned from the group permanently—don’t be one of those guys. Learn more on how to share your forms on LinkedIn.
- Influencers – One of the best ways to get a lot of entries is through influencer marketing. If you know of any major influencers in a niche within your network, request them to share your form link on Twitter, Facebook or LinkedIn. When you make a request, give the influencer a strong reason to promote your form (for example—help out a charity group by promoting a charity event). Influencers are rare gems so you don’t want to reach out with trivial requests. Also, chances are your request will be promptly turned down or worse and far more likely, ignored.
- Reddit – Reddit has become the go-to-place for a lot of readers for everything from getting latest news to reading content on topic of their choice like startups and marketing. Identify one or more channels that your target audience is likely to frequent. Never been on Reddit before? You need to “Karma” which is equivalent to credits, before you can start sharing posts of your own. Reddit clearly wants you to contribute to the community before you can reap the benefits. Reddit users also have the ability to “downvote” a post. So! Read the channel guidelines before you share a form to avoid being banned. As long as the form is relevant to the audience, you’re likely to get a good number of entries.
- Be viral – Add a social sharing widget in the form’s end page (AKA Thank You page of your form) and encourage your users to share your form’s link. Often, users look forward to sharing with their friends and colleagues on social media that they’re attending an event immediately after they sign up. Enabling this possibility by embedding a social sharing widget would let users do the work for you and bring in more form entries. Here’s how you can add social media sharing options to your confirmation page.
Keep this cheat sheet by your side when you’re ready to share that sweet form of yours. We’ll update as we go too, promise!
Have your own best practices for each channel? Help out your fellow Wufoo form creators and leave a comment below.