<p> BSU Workshop – Forms with Wufoo</p><p>Getting Started</p><p>Objectives:  Log in to Wufoo</p><p> View the Form Manager (master list of forms)</p><p>Note: Before using Wufoo, you will need an account set up for you. Please contact the Web Team to have this account set up for you.</p><p>Log in to Wufoo</p><p>1. Open your web browser and visit https://bsuform.wufoo.com/login</p><p>2. Enter the name and password given to you by the Web Team</p><p>View the Form Manager</p><p>1. You will be directed to the Form Manager once you log in</p><p>2. You can return to the Form Manager at any time by pressing Forms in the upper tab bar</p><p>1 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>2 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>Form Basics</p><p>Objectives:  View an existing form</p><p> Edit an existing form</p><p> View a quick list of the form results</p><p>View an existing form</p><p>1. If you are not already there, click the Forms tab at the top of the Wufoo interface to go to the Forms Manager</p><p>2. If your form is not the selected form, place your mouse over the form name, and the bottom ribbon will appear under the form listing</p><p>3. Select the View option in the bottom ribbon</p><p>Edit an existing form</p><p>1. If you are not already there, click the Forms tab at the top of the Wufoo interface to go to the Forms Manager</p><p>2. If your form is not the selected form, place your mouse over the form name, and the bottom ribbon will appear under the form listing</p><p>3. Select the Edit option in the bottom ribbon</p><p>3 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>View a quick list of form results</p><p>1. If you are not already there, click the Forms tab at the top of the Wufoo interface to go to the Forms Manager</p><p>2. If your form is not the selected form, place your mouse over the form name, and the bottom ribbon will appear under the form listing</p><p>3. Select the Entries option in the bottom ribbon</p><p>4 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>Setting up a New Form</p><p>Objectives:  Create a new Wufoo form</p><p> Work with Wufoo form settings</p><p> Understanding form settings</p><p> Add a field to a Wufoo form</p><p> Work with the properties of a form field</p><p> Remove a field from a Wufoo form</p><p> Save your form</p><p>Create a new Wufoo form</p><p>1. Visit the Form Manager page</p><p>2. Press the New Form! button as shown below</p><p>Work with Wufoo form settings</p><p>1. On your form design screen, press the Form Settings tab as shown</p><p>5 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>Understanding form settings</p><p> The Form Name should be the name of your form and will appear in large letters</p><p> The Description will also appear at the top of the form in paragraph text</p><p> Confirmation Options allow you to redirect a user to a new page, view Thank You text, and/or send confirmation emails to the user.</p><p>Add a field to a Wufoo form</p><p>1. On your form design screen, press the Add a Field tab as shown </p><p>2. Standard fields are typical form fields. Fancy Pants fields are pre-defined form fields to accomplish a specific task, like getting a user’s address.</p><p>Work with the properties of a form field</p><p>6 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>1. Hover your mouse over the form field on the right. You will see dotted lines around it.</p><p>2. Click on the field.</p><p>3. Field Settings opens on the left as shown</p><p>4. Field Settings allows you to customize your field length, change the field type, and set whether the field is required</p><p>Remove a field from the Wufoo form</p><p>1. While in Field Settings, press the – button on the lower right of the field as shown</p><p>Note: Pressing the + button as shown will create a quick copy of the field!</p><p>Save your form</p><p>7 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>1. Press the Save Form button in the lower right corner</p><p>8 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>Publishing the form</p><p>Objective:  Obtain the URL of the form for publishing</p><p>Obtain the URL of the form for publishing</p><p>1. Click on Forms on the upper tab bar to see the Form Manager</p><p>2. On the form’s button ribbon bar, click on Code</p><p>3. Copy the address in the Permanent Shortlink URL. This is the URL you will use to access your form – you can give this URL out in an email or place it on your web site.</p><p>9 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>10 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>Viewing Results</p><p>Objectives:  Create a Report to view form results</p><p> Export form results to Excel</p><p>Create a Report to view form results</p><p>1. In the upper tab bar, select Reports as shown below</p><p>2. Select New Report</p><p>3. Use the Report Builder (shown below) to build your report</p><p>1. Report Settings - Enter a title and description as a header to the report 2. Select Data – Select which form you’d like to see data from 3. Add Widgets – Create your form from the available widgets. Datagrid is the option most like Excel, but you can experiment with the options</p><p>11 V 1.0 7/24/2014 BSU Workshop – Forms with Wufoo</p><p>4. Widget Settings – Click on your widget to access its settings, such as sort order and column display</p><p>4. When your report is complete, press Save Report at the bottom of the page</p><p>Export form results to Excel</p><p>1. In the upper tab bar, select Reports to get to the Reports Manager</p><p>2. Choose Export on the bottom ribbon of the report as shown</p><p>3. Select Excel (.xls) and save your export</p><p>12 V 1.0 7/24/2014</p>