The Wufoo Blog

New feature! Add Google Analytics tracking to your form

By Praveen Chandran · May 4th, 2017

If you love data, chances are you use a powerful tool like Google Analytics to gain insights into how customers interact with your website. And for many of you, being able to track your Wufoo form performance in Google Analytics was on your wishlist.

Well wish no more, data fans! We heard you loud and clear. Now you can track the behavior of people who fill out your Wufoo web forms with your existing Google Analytics account.

It’s never been easier to get the data you need to build high-performing forms. Keep reading to see how to enable our Google Analytics web form integration.

Enable Google Analytics for Wufoo with one click

We’ve added a checkbox to the settings of every Wufoo form, old and new, to enable Google Analytics. It’s just as easy, then, to add Analytics to current forms as it is to add them to new forms. All you have to do is check the box:

How to add Google analytics tracking to Wufoo web forms

Then, we’ll prompt you to enter your Google Analytics tracking ID and the domain name of your website.

How to find your Google Analytics tracking ID

Your tracking ID is that long string of letters and numbers that looks something like this: UA-1234567-8. To find your unique tracking ID:

  1. Navigate to Admin on the Google Analytics homepage
  2. Select your account from the drop-down menu
  3. Choose Property Settings from the Property column

How to get your Google analytics account tracking ID?

Your tracking ID is at the top of your account’s Property Settings page. See this Google post for more detailed instructions on how to track down an elusive tracking ID.

Direct data to your domain

Because Wufoo forms all use the subdomain “yourusername.wufoo.com,” you’ll have to give us your true domain name so we can attribute the form to your website. Your domain name is the website associated with your Google Analytics account, such as “yourwebsite.com.”

For more on how to enable Google Analytics for your Wufoo form, check out this help center post.

We’ve optimized the Wufoo + Google Analytics experience

Naturally, you want the most accurate page view and conversion counts possible. To get accurate counts, we add your tracking ID to the footer of each form, so that Google only tracks the views of fully loaded pages.

On multipage forms, we add your tracking ID to the footer of each page. This gives you insight into the page-to-page conversions of your forms and makes it easy to identify troublesome drop-off points. Nice!

Get insight into both standalone and embedded forms

You can add Analytics to any type of Wufoo form. It’s super straightforward to track standalone forms. Just click the checkbox and you’re done. Embedded forms are, however, a little trickier.

You can track embedded forms with Analytics in two ways: either on your website itself or by clicking the checkbox in form settings. Either way works, but, if you choose both, Analytics will count each page view and conversion twice. This doubles your conversion rate…in the worst way possible!

To get accurate page view and conversion counts, choose either website or in-form tracking for embedded forms, not both. To learn more about the nuances of tracking embedded forms, check out this help center post.

There you are! You have all the information you need and, now, it’s time to get tracking. Wufoo + Google Analytics makes it easier than ever to collect the customer data that will make your awesome forms even more awesome.


New Feature! Add placeholder text to your form fields

By Nicola Plate · May 3rd, 2017

Hey all you lovely form fans! You’re some of the best people in the world – One of the things that makes you the best is that you aren’t afraid to tell us what new features Wufoo needs. As amazing and awesome as Wufoo already is, we can always make it more amazing and more awesome. We’ve taken your advice and added a feature that many have requested: Placeholder Text.

What exactly is placeholder text?

cloak date field online form

 

Placeholder text is text that you can add in the input field that won’t be collected as data. It’s a guide for your users so they know what sort of information to put in a field. When your end user clicks on a field in your form – poof! The Placeholder Text disappears and is replaced with whatever the user enters into that field.

cloak date field online form

Here’s a list of all the form-tastic fields that you can add Placeholder Text to:

  • Single line Text
  • Number
  • Paragraph Text
  • Address
  • Email
  • Phone
  • Website

Still not sure how you’d use placeholder text? Well, look no further: Let’s pretend you run a pizza place with a million different toppings – you could just leave a text field on your form so the end user can specify all the toppings they want to add to their pizza. Rather than leaving those hungry customers to their own devices, you can give them a few suggestions to start:

Pepperoni, olives, peppers, pickles, jelly, peanut butter, regular butter, etc.

You’d want to add this as a Placeholder Text — this will just hold the place (see what I did there?) of the customer’s REAL toppings until they decide what they want and type it out. As soon as they start typing, the suggested toppings will disappear and only what your customer types will be submitted.

Placeholder Text vs. Predefined Values

By now you MUST be thinking, “Wait… don’t we already have Predefined Values? Isn’t that the same thing as Placeholder Text?”

I’m glad you asked! Yes, we do have placeholder text, but no, they are not the same thing — they couldn’t be more different!

cloak date field online form

 

Placeholder text is a visual aid for your end user. It’s the guide that leads them to the perfect pizza toppings (to continue with my example above)! Alternatively, a Predefined Value for a field is actual text in the field that won’t automatically disappear when the end user starts to type. It’s ACTUAL data that will be ACTUALLY collected in the entry if your customer doesn’t delete it.

cloak date field online form

 

If you had all those toppings for your pizza as a predefined value and the end user did not touch the field, all those toppings would be collected as data in the entry. You’d have no idea whether they actually want pepperoni, olives, peppers, pickles, jelly, peanut butter, and regular butter, or if the backspace on their keyboard was just broken!

cloak date field online form

 

So as you go off and figure out whether or not you need a predefined value or placeholder text, please remember that if you decide to add both, the predefined value will always take precedent over the placeholder text. If you have predefined text (even just a space!), the placeholder text won’t be there at all. For more information about placeholder text, hop on over to this Help Center page!


Hello Pagination!

By Patrick Leckey · March 14th, 2017

Hey form friends! Since this is my first blog post, figured I’d say hi - I’m Patrick, and I’m the new Engineering Manager for Wufoo here at SurveyMonkey. Super excited to be on this awesome team full of amazing people, and I’ll do my best to not bore you with all my upcoming blog posts - promise!

First up, (drum roll, please!)… Pagination! We’ve made a few changes to the Form Manager, so that your lists of forms is now broken down into pages. Now you can select how many forms you want to view per page. Pretty awesome, right!?

Why the switch to pagination?

There have long been battles over pagination, show everything, or the dreaded infinite scroll. The reality is, each have their place and there is no single right answer. Take Google for example: search results are paginated, but Google Images is infinite scroll - and in both scenarios, it works. Bing on desktop is paginated, Bing on mobile infinite scrolls - again, it just works.

On the other hand, lists can benefit from being broken into pages. You’re looking for something specific, and breaking that up into digestible chunks often reduces the amount of time it takes to find what you’re looking for. How many times have you been scrolling down a long list and breezed right past what you were looking for? It happens, and it’s super annoying - especially if you don’t know where it is in the list first.

The entire Wufoo team thought long and hard about what would be best for you, our lovely customers. Pagination just makes the most sense for Wufoo! You’ll be able to view a subset of forms at any given time, which will make the Form Manager load faster and be more scannable.

What about the search function?

In order to make the experience more consistent with other popular search interfaces, and to properly accommodate pagination, the search implementation is no longer real-time filtering the entire list of forms.

New search buttons

If you’re a bit skeptical about this change… don’t worry — it’s going to make the form manager far easier to manage! We’ve added in a couple of lovely buttons for you: Search and Clear. For customers with a large number of forms (and there are many!) this will drastically decrease both Form Manager and search result page load times - basically, we want to help you get your work done faster and smoother with a more familiar flow.

And there you have it! Pagination: one step close to an even better form manager. We know you’ll agree these changes are for the better - and we can’t wait to show you what we’ve got in store for the future!


Instantly contact leads by integrating Wufoo and DYL lead management software

By Praveen Chandran · March 2nd, 2017

You’ve set up a Wufoo web form on your business site and, just like that, you’re collecting leads left and right. Naturally, you’re busier than ever. But your sales lead form keeps filling your email inbox with new prospects! A day or two later, when you finally get to everyone, your hot leads have all turned into chilly popsicles. Eep!

Enter, DYL lead management software, which keeps hot leads from going cold by instantly calling or texting prospects who fill out your lead generation form. This means you’ll never have to manually dig through emails to find the contact details of your prospects and, more importantly, your prospects will never get stuck in inbox purgatory.

DYL’s phone system and lead management software integrates seamlessly with any Wufoo form that has a phone number field. The second your prospect submits a form, DYL triggers a call to your office or cellphone. Just pick up the phone, dial “1,” and start chatting with a new prospect before anyone else does.

If you’re more of a written-word fan, DYL can automatically send prospects a text message from your phone. Recipients open 99% of texts, making them a powerful addition to any business’s sales arsenal. These messages can include photos or documents, sent straight from your desktop to your prospect’s phone. That’s pretty cool.

 

 

Integrating Wufoo and DYL is super easy:

  1. Copy the special Wufoo email address provided by DYL.
  2. On your Wufoo form, navigate to “Notification Settings.”
  3. In the “to Another Application” drop down menu, pick “WebHook”.
  4. In the “Your WebHook URL” field, enter https://dialyourleads.com/post/wufoo.
  5. In the “Your WebHook Handshake Key” field, paste the special email address provided by DYL.
  6. 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

3 tips avoid form mistakesThe 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

disable form field datesWhether 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.”

cloak date field online form

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.

LiveItLoveItLondon Error

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.

date cloak logic field online form

LiveItLoveItLondon End

 

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

Wufoo resolutions and form tipsWow, 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

RSVP form template invitationHey 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:

new-years-party-invite

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.

new-years-resolutions-template

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

wufoo online forms calendar‘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.

Screen Shot 2016-11-17 at 3.49.47 PM

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

holiday_marketing_tips_wufoo

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?)

1

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:

  1. Click Forms at the top of the page
  2. To the right of the form, hover over More and click API Information.

2

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.

3

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.

4

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.


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    The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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