This review was last updated by
This CRM Review examines Wufoo.
In-Depth CRM Review
285 Hamilton Avenue
Palo Alto, CA 94301-2580
CRM Category: Marketing Support – Cloud
Sub-Category: Marketing Research
Seats: Small Enterprise
About the Company:
Chris Campbell, Kevin Hale and Ryan Campbell founded Wufoo in 2006 on the belief that forms were the starting point for building anything useful on the web. The problem they saw was that one of the most efficient and used interfaces for collecting data, wasn’t very efficient to create.
After presenting their solution to Y Combinator, a venture firm that specializes in funding very early stage startups, they received the initial seed funding needed to work on their idea full time and get their project off the ground.
After 6 months of development, the three founders built Wufoo, a web application that removed the inefficiency and tediousness out of the form building process. Wufoo reduced what used to take days (if not weeks) by trained professionals into something that could be done by anyone in minutes.
In 2011, Wufoo was acquired by SurveyMonkey, the leader in web-based survey solutions, to help complement their growing suite of services to offer amazing data collections tools to their customers. We figured WITH OUR POWERS COMBINED…you know the rest.
About the Product:
Intuitive Drag ‘n Drop
If you’ve ever used a desktop database app, then you’re familiar with complexity. If you’ve ever hired a developer to make a form for you, then you’re familiar with delays and communication barriers. Wufoo’s Form Builder provides the tools for anyone to easily drag and drop an amazing form in just a few short minutes. Whether you’re a secretary or the resident IT ninja, we can help you collect data without writing a single line of code.
Your Own Look
We’re not interested in helping you create forms that just do their job. That would never be good enough for us. Our goal is to help you create some of the most beautiful and elegant forms on the web.
Our Theme Designer can help you create stunning themes to match your organization’s identity and apply them to your payment forms, reports and invoices. You can easily use your own logo and colors or pick a professionally designed palette from our Theme Gallery.
Easy to Embed
Wufoo’s Code Manager provides a number of copy-and-paste code snippets to help you embed your form into your web site, blog post, email newsletter or Facebook page. Additionally, if you want to only use Wufoo to design your forms, we provide convenient zip files of the HTML and CSS code so you can hook it up to your own database.
Keep Your Data Clean
When you design a form with Wufoo, we’ll automatically build the database and validation scripts needed to make sure the data you’re collecting will be nice and tidy. You can make any field required and we’ll take care of actions like making sure emails are properly formatted or the number of words you require are met. Plus, we show all our errors in easy to understand prompts to help keep your conversion rates high.
Logic & Branching
The Rule Builder allows you to create dynamic forms that will follow logic that you’ve specified to perform certain actions like showing and hiding fields, skipping certain pages or emailing specific individuals based on the selections the user makes while filling out your Wufoo forms.
Rules are really easy to understand in Wufoo. Our Rule Builder was designed to make adding and understanding the logic you want to apply to your forms as easy as creating sentences.
Your teams and businesses depend on the ability to react quickly to the leads and registrations gathered from your web site. With a Wufoo powered form, you can easily get real time updates about the data being collected from your users right into your favorite web applications.
Wufoo provides a number of ways to deliver live updates about new payments and transactions processed by your form. In addition to dynamic reports that you can customize yourself, you can have Wufoo send you emails, text messages or even a secure RSS feed to keep you updated on the money rolling in the door.
Payments Done Right
Wufoo’s payment integration features allow you to easily process credit cards from your users after gathering information from them through a Wufoo powered form. In just a few minutes, you can be accepting payments, donations and online orders without having to write a single line of code.
Wufoo is integrated with some of the most popular payment providers on the Internet to give you the flexibility to process credit cards with the solution of your choice. If you’ve got an account with PayPal, Google Checkout, Authorize.Net, USA ePay or FreshBooks you can start collecting online orders without having to fuss with complicated APIs and documentation.
Our payment features are fairly comprehensive as well. If you need to create coupon codes, or generate custom invoices or use Chargify to handle recurring billing, we’ve got you covered.
Understand Your Data
We provide a powerful Report Builder to help you create dynamic visualizations made up of your own graphs, charts and key metrics. Our Report Builder allows you to design your reports using 5 types of widgets (Graphs, Charts, Numbers, Text and Datagrids) that you can easily add, mix and match in your reports.
If you’re using our Payment Integration features, you can easily see how your payment forms are performing by tracking their views, submissions and conversion rates. After designing your report, you can then make them public for all the world to see or password protect them for trusted eyes only.
Specifically, User Management allows for multiple email addresses to log in to the same account. Each email address, or user, can be assigned Create, View and Edit permissions on Forms, Themes and Reports.
Whether it’s small businesses wanting individual logins for each user, large companies hoping to separate their account by divisions, or design shops looking for an easier way to set up an account to each of their clients — everyone had a need for User Management.
In addition to helping you collect information from your users, we also provide some really nice data on the performance of your forms as well. For every form, we provide detailed form analytics on pageviews, conversion rates, error rates and submission times to help you understand at a deep level how your forms are performing by region and platform.
Additionally, since we’re tracking this data over time, you can easily see how changes to your form affect your conversion rates. We believe information is power and with all this data collected automatically for every form, we think our analytics will help you be the Hulk Hogan of your organization.
Over 150 Templates & Themes
While Wufoo makes it easy to build most forms in a few minutes, it’s often not necessary to build your form completely from scratch. Our collection of pre-made templates and themes have been downloaded and installed over 5,000,000 times by our users and developers.
Also, we’ve developed a number of fancy color analyzing features in Wufoo to make sure your graphs, tables and reports always look great regardless of the colors you’ve picked for your themes. So don’t worry if you have trouble picking out which colors look great with maroon. We’ve got you covered.
In an effort to balance the needs of our users who want to insure the integrity of their data with our desire to promote best practices for high converting forms, we implemented a smart captcha system in Wufoo that tries to automatically detect abusive behavior and only show a captcha test in those situations. Here’s a video screencast we made to show off the feature in action.
Collect Files & Attachments
With our File Upload Field, you can have your users upload documents, photos and other media along with the other data you collect from them via your Wufoo form. This makes it really convenient to ask for screenshots on a Customer Support Form or accept resumes in PDF or Word on an Employment Application form. The possibilities are endless when you can easily accept and store files from your users.
Export Your Data
Because it’s your data, we believe you have the right to take it with you. Our intuitive filtering controls makes it easy to sort and filter your entries down to the essentials and if you’re a statistics power user, we allow you to quickly export your collected information to Excel, CSV and Tab Delimited formats so you can import your data into your favorite spreadsheet number cruncher.
Fun & Flexible
Just because you’re working with forms and data, doesn’t mean you have to do it without personality and style. Gathering information from your users is exciting, why shouldn’t your tools be exciting too? Wufoo is filled with lots of little details to keep a smile on your face.
Additionally, we do everything we can to make it easy to incorporate Wufoo into your organization’s workflow. From our Account Manager, you can quickly upgrade or downgrade with a single click according to your data collection needs and easily forward copies of invoices from our app to your favorite billing department. Trust us, your accountants will love it.
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