ThoughtFarmer 6.7 Bamboo: Improve Efficiency with Integrated Wufoo Intranet Forms

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Our newest ThoughtFarmer edition, 6.7 Bamboo, is fast. Really fast. See our previous Bamboo blog post, The Most Important Intranet Feature? Speed.

userfeedback-wufoo-round1We’ve also made it faster to insert forms with Wufoo Form Integration. Now you can access the world’s easiest form building software from right inside your intranet. Need to collect some information? Run a survey? Gather some data? ThoughtFarmer with Wufoo Form Integration is a perfect solution.

Why Wufoo?

We love Wufoo, and so do many of our clients. Their tagline sums it up: they make forms “easy, fast and fun”. It’s low cost, ranging from free to $200/month. It’s stable, owned by one of the first SaaS companies, SurveyMonkey. And it’s powerful: it includes a wide array of rules, notifications and integrations.

What types of intranet forms can I create?

Wufoo provides a range of field options, from basic fields like name, email, and phone number to complex fields like file uploads, calendars, and “likerts”. They also allow for rules, which change the form questions depending on users’ responses. Best of all, they are really easy to build and use.

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Example of a Time Off Request Form in ThoughtFarmer

Wufoo’s Form Gallery has dozens of great form examples. For your intranet, you might consider forms such as:

  • Volunteer form
  • New employee information form
  • IT request form
  • Bug report form
  • Employee satisfaction survey
  • Suggestion box

How do I use the integration?

For administrators:

Start by setting up a Wufoo Account. Then, you just need to add the Wufoo API token through the Admin Panel.

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Enter the Wufoo API to activate the integration.

For content authors/managers:

Create your forms with Wufoo’s online form builder. It’s drag and drop, with easy to follow instructions.

Once your form is set up, insert it by clicking the ‘Wufoo’ button on ThoughtFarmer’s text editor. A pop-up box will allow you to select any form that you’ve created in Wufoo. It’s similar to adding a photo to a page.

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Pressing the Wufoo form opens a drop down with access to all your forms.

 

For employees:

Wufoo forms are seamlessly embedded in ThoughtFarmer. Users simply complete the form.

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Intranet forms are seamlessly embedded into any page.

Bonus tips

Use these extra tips to get the most out of your Wufoo forms:

  • Embed forms close to related policies. For example, if you have a policy about requesting time off, embed the form directly into that page, or on a child page. This makes sure users read the policy and can find the form.
  • Use notifications & form rules. Notifications will send all entries to any email address or mobile phone number you choose. You can use form rules to send the entries to different people depending on the form content. For example, you could add a form rule to the suggestion box to send intranet-related suggestions to the intranet manager, and office-related suggestions to the office manager.
  • Send users a confirmation email. From the form settings, you can set up a confirmation email. This email will send a copy of the form to the user who is submitting it. You can also add information about how long their form will take to process and any next steps they should take.

Happy form building!

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Join The Discussion

  1. Teresa

    Is it possible to auto-create a page with the submitted form content?

  2. Jill Purse

    Hi Teresa,

    We’ve found a potential solution for this. Our support team will follow up with you directly.

    Kind Regards,
    Jill

Comments are closed.