Portfolio Project

Form Itegration

Role: UX / UI Design
Company: NY Phil
Dates: Apr 2025 - Jun 2025

Special event forms serve as a critical touchpoint in the orchestra’s overall UX strategy and digital presence. I assisted the migration of NY Phil’s special event forms from a third-party platform (Wufoo) to the internally hosted CMS (Blocks Office).

Objective

Evaluate existing fundraising workflows to design event forms that prioritize usability, improving clarity and efficiency for internal teams while delivering a seamless, user-friendly experience for donors.

Scope

Gala and benefit event RSVPs, donation checkout funnels, internal data collection

Strategy

Streamline Internal Workflows
- Migrate forms into the BlocksOffice CMS with reusable components and templates to reduce manual setup
- Simplify backend processes for the Special Events, Donor Services, and Digital teams
Integrate with Tessitura & NY Phil Cart
- Embed event transactions directly into the Tessitura-integrated checkout, eliminating Stripe/Wufoo workarounds
- Ensure RSVPs, tickets, and donations flow into the same cart as subscriptions and single tickets, creating a unified donor experience
Enhance Donor Usability
- Reduce form friction with grouped fields, mobile-first layouts, and progress indicators where needed
- Match the design language of the main site to build trust and provide visual continuity

"I think there’s no consistent process or structure because we've never been given parameters really."

—Moira

Special Events Team

Process

Identify Workflow Pain Points & Opportunities

Special Events team sends Digital team PDF to reference for building Wufoo form

Pain Points

Static content disconnected from web
Changes require full redistribution and leads to poor version control

Digital Team recreates PDF content in Wufoo form

Pain Points

Limited Wufoo styling breaks NY Phil brand consistency
Manually builds pricing logic; time consuming and increases risk of formatting errors

Wufoo form is tested by both Digital and Special Events

Pain Points

Code clean up usually required for HTML tags in subject lines or form titles
Permission must be granted for each form built in Wufoo
Email set up tedious

Form linked across Digital channels

Pain Point

Digital must build unique redirects to the Wufoo for email and print mailers

Data collection in Wufoo

Pain Points

Donor and payment data lives outside Tessitura, so users must re-enter their information every time they fill out a Wufoo
Multiple teams must log into Wufoo to access or reconcile data
Extra steps required to import/export into NY Phil systems

Design Opportunity

Build flexible templates that allow tier, image, and description updates within a locked framework
Automate pricing tiers using Tessitura integration to reduce backend complexity and human error

Design Opportunity

Implement CMS input fields with built-in formatting rules
Standardize post-submission email templates within the CMS

Design Opportunity

Another advantage to eliminating a third party, native URLs look more polished and reduce friction for users, building trust.

Design Opportunity

Centralize form data within Tessitura, eliminating the need for separate logins and helping to avoid data silos
Donors can log into their account and autofill information using existing account details—streamlining checkout and reducing friction