Hey there, Wu Fans (and soon-to-be Wu Fans). Do you hate spending countless hours doing manual, tedious data entry? Wouldn’t it be great if there was a way to automate it so you can spend your time on more strategic tasks?
I hope your answer is yes—but if it’s not, maybe today I can convert a few data entry lovers!
Wufoo integrates with hundreds of popular business solutions because, well, data collection tools like Wufoo make a perfect middle man for some of the other apps you use. Through our integrations, you don’t have to worry about manually transferring your newly collected data over to, say, your CRM system or email automation tool.
The best part? Integrating Wufoo with our partners is easy and takes no time at all!
Let’s look at some of our most popular integrations, and hopefully we can provide some inspiration.
For many businesses, the CRM is their system of record for all customers, as well as the place where they collect leads and manage the sales process. Wufoo integrates with over a dozen CRM solutions, including Salesforce, Nutshell, Highrise, Nimble, and more.
The most common use case for integrating Wufoo forms with your CRM is to automate the creation of contacts or leads. If someone visits your website and fills out a Wufoo form, that data will be automatically added into your CRM system, mapped to the fields of your choosing. Depending on your CRM, you can go a step further by triggering events or processes the moment a new contact or lead is added, such as sending an email or auto-assigning a lead to a particular sales rep.
Fun fact: Mailchimp is the most popular integration among our customers, and for good reason. By integrating Wufoo with an email marketing provider, such as Mailchimp, you can easily add names to mailing lists, newsletter and blog subscriptions, drip campaigns, and more. And again… with no manual data entry at all!
It’s amazing the amount of time you can save and the results you can achieve by setting up these simple integrations.
Let’s get you paid! Through our integrations with popular payment gateways, our customers have processed over $500 million worth of transactions. You can use Wufoo forms to take orders and collect payments with service providers like Stripe, PayPal, Chargify, and others.
Setting up the integrations is easy, and you’ll be generating more revenue in no time!
Website Builders and Content Management Systems
One of the most common uses of web forms is embedding them on your website, and with Wufoo, all it takes is a little copy-and-paste.
Whether it’s a “Contact Us” form on your Contact page, a demo request form, or maybe an RSVP form, Wufoo and our integration partners have you covered. Add your form to your website so you can deliver a seamless experience for your customers.
Project Management, Collaboration, & Productivity Apps
Another set of popular integrations is around project management and productivity. These integrations enable you to interact with your data in ways that would be otherwise impossible with your standard database.
Want to integrate with Asana so you can add attachments or connect data with other Asana tasks? No problem. Or maybe you want to collect all file uploads and store them in a Dropbox folder: Let us automate that for you! You can even link your Wufoo form with Twitter so that, when someone fills out a form, Wufoo sends that data to your Twitter account for others to see.
We’re excited to announce that as of today, Wufoo connects to 1,000 web tools!
Through our partnership with Zapier, we’re able to deliver 1,000 codeless integrations with other popular web tools. So, if you don’t see a specific application you use on our integrations page, don’t fret, together with Zapier, we have you covered.
In fact, these are so popular among our users that we’re listed among the 100 most popular Zapier integrations! Check out all of the tools we connect with through Zapier and extend the power of your Wufoo forms!
What are your favorite integrations? Let us know in the comments below!
Whether you’re building a lead generation form, an event registration form, a basic contact form, or a form for just about any other need, you want a user-friendly design so you can collect the most responses.
A form that’s well thought-out and well designed can have a big impact on your submission rate. Think about it like this: A great form is a lot like a conversation. You’re asking users for information, and they are providing it. Just like with conversations—at least enjoyable ones—you want to avoid frustrating the person on the other end.
But fear not, Wufoo is here to help you deliver a great experience to your users. Let’s look at some best practices for better forms.
The basics: Keep it clean, clear and simple
The last thing you want is for someone to abandon your form at first glance because it looked way too messy or intimidating. Keeping it clean and simple is key to having a user-friendly form.
Make it clear and specific so that users know exactly what the form is for. Without a clear title, users won’t know what they’re filling out and how it will be used, leading to high abandonment rates.
Field labels are used to let users know what information to input into each field (I know, Captain Obvious reporting for duty here). Your labels should be consistently placed (above, to the left, or inside of the field) to avoid confusion about which field is associated with what label.
Did you just spray your coffee and shout, “Wait, I can put labels inside of the form field?” You sure can!
For a more modern look, or to keep your form compact, use Placeholder Text instead of Field Labels. This places the field label inside of the field itself.
Taking it up a notch: Make it look good and easy to manage
Looks matter, and adding a little style to your form can make it much more attractive to incoming users, resulting in more responses. Not only should your forms look good, but they should be consistent with the rest of your website or brand. Use the Theme Editor to change colors, fonts and style, as well as to add your logo to your forms.
Or, if you’re feeling a bit more creative, write your own CSS to customize your form design even more!
For longer forms, use page breaks to minimize scrolling and make the form look a little less intimidating. You don’t want to scare off users right away by showing them dozens of fields on the page.
Pro level: Keep it relevant to each individual user
Branching and logic
Many people are willing to fill out questionnaires, forms and surveys. But if they felt like you were wasting their time unnecessarily, they might be less inclined to finish. Use branching and logic to only show the fields that matter to each user.
Let’s look at a simple example to help illustrate.
Here I have a short questionnaire (utilizing all of the best practices I’ve shared so far) that asks a simple question: “Do you prefer using Field Labels or Placeholder Text?”
If you select Field Labels, you’ll get routed to another question that asks, “Why do you prefer using Field Labels?”
However, if you select Placeholder Text, you’ll get routed to another question that asks, “Why do you prefer using Placeholder Text?”
I think you get the idea. Branching and logic is a powerful, yet incredibly easy way to keep your forms relevant. And this, will encourage more people to fill ‘em out.
There you have it, best practices for all levels of form-building mastery to help you get the most of your Wufoo forms. Do you have any best practices that you’ve found valuable? Share them with the Wufoo community in the comments!
Online forms for event planning: Ring the New Year with Wufoo
Hello Wufoo fans, and happy holidays! It’s that wonderful time of year again—you know, the joyous months of holiday parties, family get-togethers, New Year’s celebrations, Sales Kickoffs, and more.
With so many events to think about, it’s easy to get overwhelmed with planning. But fear not, Wufoo has your back! Let’s look at some of the ways Wufoo can help you with all of your event needs.
Many businesses host a sales kickoff event at the beginning of the year. Use a form to collect all attendee information far in advance so you can determine room assignments, make reservations, and handle any other logistical needs.
If your business offers staffers a choice in roommates or the option to room solo, include those questions in the form so you can get everything you need in one go.
After the event, create a survey to share with everyone to collect feedback and capture any learnings for next time!
If you’ve ever planned an event or party, you know the importance of having an accurate headcount. You don’t want to be ill-prepared with seats, food, and activities.
Whether you’re hosting an event for the holidays, a New Year’s Eve party, a baby shower, a Super Bowl watching extravaganza, or anything else, it’s always good to know who’s coming so you can plan accordingly. With Wufoo, you can create an RSVP form in no time and start planning the fun!
Pro tip: Include a map to your party or event right inside the form.
Need to get the invitations out ASAP? No problem. You can use one of our pre-made templates and share it out in seconds.
Holiday dinner or potluck
Hosting a big dinner for Christmas, Hanukkah, Kwanzaa, or another holiday? Why not conduct a quick survey to see what your guests want to eat and detect any dietary restrictions so you can be sure to have a dish for everyone.
Or maybe you’re planning a potluck (so much easier, right?). Send out a form to all of your guests asking what they want to bring. You can even include max quantities so you don’t end up with 10 trays of mashed potatoes. Unless everyone really, really likes mashed potatoes, in which case that might be a huge success!
Workshops & lunch and learns
Are you hosting a series of workshops for your team members or customers? Our Workshop Registration Form Template offers a convenient, one-step process for people to sign up. If the workshop is a paid event, you can even collect payments right from your Wufoo form.
If you’re doing a lunch and learn at work, you can throw in an option for attendees to include any meal preferences.
There you have it: Just a few examples of how Wufoo can help you get through all of your event needs for the holiday season and beyond. You can see even more event templates in our Templates Gallery for all of your form needs.
We’d love to hear more about the ways that you use Wufoo. Leave us a comment below!
Our Review of a Busy 2017 and Some Great Plans for 2018
As this year comes to a close, we here at Team Wufoo wanted to reflect on the year that has been, and look forward to the year ahead. Most importantly, we want to thank you, our customers, for trusting us with your form needs and look forward to working with you in 2018.
Improving your form management
We introduced Pagination to help customers manage their forms and find what they are looking for quickly and easily.
Helping users fill out forms
Help your users help you with Placeholder text! Ya, I know. You can now add text in the input field that won’t be collected as data. Why? It’s there as a guide for your users so they know what sort of information to put in a field. Click here to find out more and in which fields you can use placeholder text.
You can now apply the power of Google Analytics to your Wufoo forms. Use the tracking code from your website and begin to understand all the ways your users access your forms.
An easy way to close forms
Customize a message when your forms close using the forms closed options. You can leave a message or redirect them to your website (or specific page). No more coding required!
Everyone loves bigger files!
We increased file size uploads to 25MB.
Creating beautiful forms on mobile
Wufoo now offers an enhanced mobile experience for managing your forms. And it’s not just managing…: You can choose from hundreds of responsive templates to create the form you need, all while mobile!
Keeping track of your projects
Our updated Asana integration helps you and your teams track your work by linking your Wufoo form.
We want to hear your ideas
Feedback! A new feature designed to collect your ideas on where we can improve the product. Excited to say in just the month or so it’s been out, we’ve gotten lots of exciting feedback and votes on what you, our customers want to see us deliver.
On the same page
And lastly, Status. It’s minor, but we wanted to ensure everyone knew the status of the services on the site and if we were experiencing any issues. Feel free to head over there now and take a look as well as bookmark the page. Quick overview:
- Forms and Administration: This is the main application as well as all your forms.
- Mobile Admin: This is the mobile administration environment.
- API v3: As you guessed it, this is the API service.
- Notifications: Emails, emails, emails…
What’s in store for 2018!?
We are already planning some exciting updates, including more payment integrations, updates to the UI, and a streamlined experience.
We also want to implement the great feedback you are giving us! So, please continue to suggest new features and improvements, and vote on the features and items that are top of mind for you.
Over here at Team Wufoo, we make it a priority to listen to you, understand your needs, and deliver capabilities to make it easier for you to accomplish your goals. This starts with our great customer support team and continues on down to our product and engineering teams. However, we feel we can do a better job to engage with you—that’s why we’ve implemented a new feature named (drumroll please)… Feedback!
You’ll find Feedback under the Account menu. It’s very easy to use—in fact, we’d love if you would use Feedback at your next login to let us know what you think! The goal is very simple: we know you have a ton of things to do and have great ideas on how we can help you do them. So we made an easy way to help you send your ideas to us. You can also vote on features other customers have proposed to help us know which ones we should be working on.
Once you select Feedback, a new window will appear where you can browse features that other customers have suggested, vote on any of the ones that you like, suggest your own ideas or—if you happen to run into one—report a bug you’ve encountered.
We tried to keep the interface as simple as possible because we know you have a lot going on. You can search for an idea to see if others have suggested something similar, or display ideas that are most recent or most popular so you can add your vote.
The Wufoo team will use this information to help guide what new features and functionality are being put into our roadmap. FYI: we may have some follow-up questions for you regarding the requested capability to ensure we understand how the feature should behave.
That’s about it! We look forward to hearing your ideas and feedback.
They don’t call it ‘Holiday Season’ for nothing, right? Halloween is already gone–I totally nailed my ‘The Dude from The Big Lebowski’ costume, by the way–but the festivities keep coming and they won’t stop for a full two months (or three if you are one of the lucky kids who gets gifts on Three Kings Day on Jan. 6).
During these hectic holidays, we know that you and your customers are constantly on the go. As our digital lives have become more mobile and social, it’s crucial to know how to connect with your audience and listen to your customers on all platforms to keep them closely connected to your brand.
For example, with our freshly redesigned mobile experience, you can keep an eye on your incoming responses from your smartphone while you hold a glass of punch in your other hand!
To help you out, we thought we’d bring you some holiday cheer by sharing some great tips to keep your customers engaged with Wufoo’s help!
- Share your web forms on social channels
Your customers may not have a lot of time, but they recognize value when they see it. With Wufoo, you can take your online forms to the most popular social platforms in a few clicks. From there, you can start talking to your target market directly and find out more about their holiday needs, plans, and even budgets.
While your customers scroll through Auntie Ada’s holiday pics on Facebook or Uncle Pedro’s online greeting cards on Twitter… Kapow! Suddenly they see your form and now you’ve got a new order for one of your custom felted holiday wreaths! Here’s a simple tutorial on how to share your form on Facebook, Twitter, LinkedIn, and other platforms so you can boost those sales.
- Take full advantage of our email integrations
Granted: A snazzy “Ho Ho Ho” holiday sweater is tops, but after that, customer feedback is pretty much the greatest gift you can receive this season.
If you want your customers to tell you what they think about your brand, you need to create an easy way for them to give you feedback. Reach out to them with a nurture email campaign. You can trigger personalized emails (and follow ups) with any of our many email marketing integrations.
And remember those web forms you shared on social media? When you collect customer feedback through those online forms, their contact info can be added automatically to an email list on MailChimp, Campaign Monitor, and others.
Check out the following video to see how to setup a MailChimp integration.
- Personalize your engagement strategy
When we talk about engagement, personalization is key. Wufoo can help you automate your campaigns using the information you collect in your forms.
For example, if you were on Santa Claus’ marketing team you could set up customized content for the nice kids and a different offering for the naughty ones… with how-tos and tips to remember to be nice next year!
There’s another tool you can use to make your customers feel special: Our Theme Designer. You can personalize your forms with your own logo, typography, backgrounds, and even advanced CSS. Check out this video to see how.
- Throw in a coupon code for your hardcore fans
One of the features our customers love the most is the capability to receive payments through a Wufoo form, thanks to partners like PayPal, Stripe, and Authorize.Net. Once you’ve nurtured your customers, targeted them with customized content, and you’ve identified the most engaged folks - how about giving a few of them a discount to keep them happy as they are processing a payment and possibly turn them into your promoters and advocates?
Use Wufoo’s Rule Builder to create a special coupon code that you can add to your forms and run sales through the holiday season! Watch this video to see how.
- Tie it all together by analyzing your data with Wufoo’s Report Builder
Once you’ve collected your customers’ opinions and information through social marketing channels, go straight to our Report Builder to analyze your results. Reports allow you to display your data visually, to get a clear picture of what the trends are. Plus, you can share the results with others!
Using this nifty tool, Santa’s marketing team can easily sort out the naughty kids from the nice ones. There’s no escape, so be nice!
Once you’ve created a few reports, you can manage all of them under the Report Manager. See how it works here:
Now you have 5 useful tips to keep your customers engaged during the hectic holiday season. Make sure to keep these tips in your back pocket to have a successful end of the year! Happy form building!
Heads up Form Friends–
On Thursday, November 2nd Wufoo will be performing routine server maintenance from 7:00 a.m. to 8:00 a.m. PST.
During this time, you will have access to your account, forms, responses, and people will still be able to submit responses on your forms, but webhooks and integrations will be delayed up to two hours.
Our team is committed to your success and we will take every precaution to ensure a rapid and high-quality server maintenance. From all of us at Wufoo, we sincerely apologize for any inconvenience this may cause.
Hey Wufans! We know you are always looking for ways to increase your form completion rates and get more entries. In the past, we’ve discussed the key mistakes to avoid to improve form completions. Today, let’s focus on the importance of visual web form design and its impact on form completions.
We can all agree that first impressions matter. And it’s no different with online form design. Think about the time when you saw that beautifully designed car and thought, “Dang, I want to drive that,” or visited a well-designed website and thought, “That looks so cool,” or looked at a fresh-baked, hand-crafted pizza and thought, “I’d eat that whole thing in under a minute”. That’s the same way you want your form respondents to think when they look at your forms! Studies suggest that users make their own design impressions about websites within 50ms. These impressions are based on a combination of factors like colors, fonts, spacing, and more. So, let’s look at four ways we can make your Wufoo forms stand out and make that great first impression!
1. Out-of-the-box themes
When you design stand-alone forms that won’t be embedded on websites, you can save time and effort by using one of our six awesome out-of-the-box themes. These themes are designed to make your forms look good on any device your respondent uses. So, next time you design a form, check out these six themes that are already waiting for you in your themes selection, click on one of them, and start increasing completions.
2. Custom themes
Want to let your creativity shine through your web form design? Use our theme designer to create custom themes in line with your brand image. The theme designer lets you pick elements like font, size, and color for individual elements in your form. Plus, once you make a custom theme, you can save it to use it any time you’d like to bring consistency to all the related forms in your account.
Good typography is not only a great way to polish your brand image— it makes the forms easy to read on any device, resulting in higher conversion. You can use one of the many fonts supported by Wufoo or you can import fonts and use them in custom themes.
If you are a CSS Pro and have written your own CSS for your theme, you can reference the URL of the file in the theme designer and apply the theme to your forms. The file has to be hosted in an external file storage system and appropriate access rights should be set so that the file is accessible from Wufoo.
3. Logos, logos, logos
One of the best ways to build trust with form respondents and encourage them to fill out your forms is by using your logo in Wufoo forms. Using your logo helps form respondents identify your brand. To use a logo in your custom theme, you can host the logo in an external file storage system. Remember: whether you host the image in a storage system or in your own server, please ensure that it’s SSL certified so that you don’t get any warnings.
4. Themes for forms in websites
So far we’ve covered the key aspects of themes for standalone forms. But what about Wufoo forms that are embedded in a website? You can embed forms in two ways:
- Use the form URL in your website code, or
- Use the embed code provided in the share page.
To ensure that the styling of the embedded Wufoo form matches the styling of your website, you can enter the URL of your website’s CSS file through theme designer.
If you use our embed form code, we strip out the CSS elements so that the form automatically takes the theme of your website. However, this method may cause small CSS conflicts which can be resolved by making minor tweaks using theme designer. Learn how to avoid some of the pitfalls of using embedded forms here. Our suggested method is to use embedded form code along with uploading the CSS of your website in theme designer so that any conflicts are avoided.
You now have all the tools to create web form design that looks awesome and increase form completions! Use our out-of-the-box themes or custom themes along with logos on every form to keep those form entries flowing!
Exciting news for Wufoo users! Our friends at Asana have updated and improved their integration with Wufoo. Asana is the easiest way for teams to track their work—and get results. From tracking bugs, task assignments, applications, and more, this improved integration streamlines the process of collecting requests by linking Wufoo forms to Asana so you can keep track of each request—and make sure it gets done.
Wufoo online forms enable your co-workers, customers, and/or vendors to submit information, feedback, or requests in a standardized format. Since Wufoo forms are fully customizable, you can include essential fields for all of the key details you need to take action. You can even customize your web forms to make them look like an integrated part of your site experience. Wufoo can also direct where the responses go, so can get notified when you receive a submitted form and easily stay on top of things.
When you integrate Wufoo with Asana, responses from your online forms will automatically become tasks in the Asana project you specify. Setup is easy. To connect a Wufoo form to an Asana project, you only need to specify how you want Wufoo form fields to map to Asana task fields including: task name, assignee, due date, and followers.
Take it to the next level with an Asana Premium account which allows you to map form fields to custom fields on tasks to better understand and action the request or information. Why is this cool? With an Asana Premium integration you can map form fields for priority, format, and team in your creative requests. This adds more context and increases project management efficiencies. Check out Asana Premium Features to learn more.
So what use cases does this integration solve?
Bug Tracking - Wufoo makes it easy for any user to report bugs with all essential info and ensure your team can track and manage submitted bugs in Asana.
- Bug Tracker - build off this form template to collect required information including uploaded screenshots and/or files, and set up a bug tracking project in Asana to squash those annoying bugs.
- Issue Tracking Form - jumpstart your issue tracking with this template to collect issues and then use Asana to ensure visibility and track project progress.
Task Assignment and Tracking - With Wufoo and Asana, you can streamline the process for collecting work requests by making it easy for co-workers, agencies, partners, vendors and customers to give you the info you need to act.
- To Do List - keep yourself and your team organized around the important tasks you need completed.
- Contact Form - keep incoming messages from your contacts organized so you can respond swiftly and stay up-to-date.
- IT Service Request Form - organize and prioritize your IT department’s technical support needs by embedding our helpful form into your company’s website, or ask employees to fill out the form as needed and simply send it via email.
- Complaint Form - reduce hassle while keeping a record of (and responding to) complaints.
Application tracking - Hiring is one of the most critical functions of any organization. Wufoo’s employment application form enables you to capture the essential information and manage who gets notified while Asana helps you manage the interview and hiring workflow process.
- Employment Application - stay organized and quickly screen potential job candidates online before selecting the best and moving on to the all-important interview.
Do you want to boost sales? If so, keep on reading! Sales leads forms are the best way to capture leads, either on your website or through social channels. Prospects inquiring about your product or services demand near real-time responsiveness. Responding first through an online sales leads form can be the biggest driver in winning that new business.
To help you react quickly, Wufoo notifies you when someone submits your form (new entries) or when a user in your Wufoo account adds a comment to an entry (new comments). You can easily set up email and text notifications to ensure that you can respond to sales leads in almost real time.
Here are 8 best practices for building great online forms that will maximize your lead capture. You can also see our full Guides article for even deeper details and insights.
- First impressions matter: Create a form name and description that addresses users’ concerns and persuades prospects to take action.
- Location, location, location: Embedding your form at or above the fold is almost always a best practice. Embedding a responsive Wufoo form on your website is easy and helps you collect leads through desktop computers and smartphones.
- Be brief, but not too brief: The number of fields you include on a form depends on your business needs, but you should focus on capturing the minimum required fields to respond effectively.
- Remove friction: Think and clearly communicate which fields are optional vs. required.
- Establish and maintain trust: Create a more transparent data collection process by including your terms of service and privacy statement in your form. Wufoo makes it very convenient for your users to access your terms of service, rules and conditions.
- Finish strong: Use clear, relevant, and action-oriented call-to-action text. Wufoo makes it super simple to customize your form navigation buttons with CTAs that can drive your business forward.
- Don’t be an island, build bridges: Centralize and simplify lead management through integrations with your CRM and email service providers. Wufoo offers pre-built integrations with lots of leading email vendors including Campaign Monitor and MailChimp.
- Follow up: If you collect user email addresses, send them a confirmation email thanking them for sharing their information. It’s good manners and it makes your company look good.
Form templates to get you started
Ready to jump-start your conversion efforts with sales leads forms? Here are some online form templates to do just that. Everything you need to know to start a profitable conversation with a sales lead and potential customer can be found right here in our forms!
There are many types of sales leads forms you can build and use. Team Wufoo has built more than 400 online form templates to inspire you and get you started. Check them out today!
For more specific vertical forms and details on how to become a sales lead collection master, visit the Wufoo Guides’ post, “Use online forms to capture sales leads before they go cold .”
Thanks and good luck with your sales lead collection efforts. Happy form building!