create online survey in wordpress

November 5, 2022

How to Create a Survey in WordPress (with Beautiful Reports)

Do you want to create a survey on your WordPress website?

Surveys help you gather valuable information, so you can use it to make data-driven decisions. For example, you can find out what new features to introduce or whether people liked a particular promotional campaign.

In this article, we will show you how to easily create a survey in WordPress and generate beautiful reports.

Choosing The Best Survey Tool for WordPress

There are many online services that allow you to create survey forms and embed them in WordPress websites. The downside of these forms is that the data is stored on third-party servers, and you have limited customization options.

Some of these forms are also limited to the number of responses you can collect. You have to pay extra to get more responses, and these services have high monthly costs.

Wouldn’t it be nice if you could run surveys on your own website without relying on third-party services?

This is where WPForms comes in. It is the best WordPress form builder plugin in the market used by over 5 million websites. With the WPForms survey feature, you get the following:

Powerful drag-and-drop form builder to create surveys
Smart survey fields like Rating, Likert Scale, and more
Conditional logic to personalize survey fields based on user input
Interactive survey reports with bars, graphs, charts, and tables
Ability to export survey graphs as JPEG, PDF, or Print Formats
Export survey results as CSV to use elsewhere

That being said, let’s look at how to easily create and add surveys to your WordPress website.

Creating a Survey in WordPress

The first thing you need to do is install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

WPForms surveys and polls addon is part of their Pro plan. WPBeginner users can use our WPForms coupon to get 50% OFF on all WPForms licenses.

Once the plugin is activated, you need to head over to WPForms » Settings page to enter your license keys. You can find this information under your account on the WPForms website.

Next, you need to visit the WPForms » Addons page and scroll down to the Surveys and Polls addon.

Go ahead and click on the ‘Install’ addon button to install and activate the survey addon.

Now you are ready to create a survey form.

You need to visit WPForms » Add New page to create a new form. This will launch the WPForms form builder interface, and you can choose from multiple pre-built form templates.

First, you need to provide a title for your survey form and click on the Survey Form template.

This will load a sample customer feedback form template with several fields already added to the form.

You can just point and click to edit any field, rearrange them with drag and drop, or remove them from the form. You can also add new form fields from the left column.

WPForms supports all commonly used form fields, including dropdown, radio buttons, checkboxes, Likert scale, text input, rating scale, and many more. This makes it super easy for you to build highly interactive survey forms.

WPForms also includes conditional logic, which means you can personalize your survey questions based on user input in one of the previous fields.

Once you have created the form, you need to click the ‘Save’ button to store your form settings.

Next, you can go to the Settings tab and select Confirmations in the WPForms form builder.

Here, you can choose whether to show a message, page, or redirect users to a URL when they submit the survey form.

Besides that, WPForms also lets you edit the notification settings, so you get email alerts when a user fills out your survey.

You can now click on the close button to exit the form builder.

Adding The Survey Form to Your WordPress Website

WPForms makes it very simple to add your forms anywhere on your website. You can easily add your survey form to any WordPress post, page, custom post type, or sidebar.

It gives an option in the form builder to embed the form in a new or existing page. Simply click the ‘Embed’ button at the top.

Next, a popup window will open, where you can select whether you’d like to create a new page or select an existing page.

We’ll choose the ‘Create New Page’ for this tutorial.

In the next step, you’ll need to enter a name for your new page.

After naming your survey form page, click the ‘Let’s Go’ button.

The plugin will now embed your survey form on the new page.

Alternatively, you can add a WPForms block in the content editor and select your survey form from the dropdown menu.

You will now see the form added to the content editor.

Once you are done editing, go ahead and publish it. You can visit your website to see your survey form live in action.

WPForms also allows you to easily add your survey form to any sidebar or widget-ready area.

Simply head over to the Appearance » Widgets page in your WordPress admin area and add a WPForms widget block to any sidebar.

In the widget settings, select the survey form you created earlier from the dropdown menu, and don’t forget to click on the ‘Update’ button to store your changes.

You can now visit your website to see your survey form displayed in the sidebar.

Viewing Your Survey Form Results

WPForms shows survey results in beautiful charts and graphs. You can also print survey results and export them to your favorite spreadsheet software.

To view your survey results, you need to visit WPForms » All Forms page and click on the ‘Survey Results’ link below your survey form.

On the results page, you will see your survey responses displayed in an interactive chart and tables.

You can export responses to a single question and the entire survey.

On the top, you will see options to switch to different chart types and export options.

You can save individual survey results in JPEG, PDF, and Print formats to easily share them on presentation slides, blog posts, or social media.

Convert Any Form into a Survey

WPForms also allows you to make any form into a survey form and display past results as a survey. You can even select specific form fields you want to be treated as survey fields.

This is particularly useful if you want to gather data through other forms like a contact form, user registration, or newsletter sign-up form.

To convert an existing WPForms form into a survey, simply edit the form in WPForms and go to the Settings » Surveys and Polls section. You need to check the box next to the ‘Enable Survey Reporting’ option and save your changes.

To enable survey reporting for an individual form field, simply edit the form and click on the field you want to enable.

Under the ‘Field Options’ section on your left side, you need to click on Advanced options and check the ‘Enable Survey Reporting’ option.

Enable survey reporting option for individual fields

We hope this article helped you learn how to easily create and add beautiful survey forms in WordPress. You may also want to see our beginner’s guide on how to track user engagement in WordPress and the ultimate WordPress SEO guide.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a Survey in WordPress (with Beautiful Reports) first appeared on WPBeginner.

August 27, 2020

How to Create a Questionnaire in WordPress (Easy Way)

Do you want to create a questionnaire in WordPress to survey your visitors or collect data?

Getting feedback on your products or simply learning more about your users can help your business to succeed.

In this article, we will show you how to easily create a questionnaire in WordPress, step by step.

Why Create a Questionnaire in WordPress?

Creating a questionnaire is a great way to learn more about your audience. This lets you tailor your content to their needs. You can also use the results to create or modify the products / services that will be most helpful to your audience.

There are several survey tools that you can use outside your website, but having your questionnaire on your website itself means you have full control over how it’s displayed. Plus, it’s more familiar and reassuring for your audience.

That being said, let’s take a look at how to easily add a questionnaire to your WordPress site.

Creating a Questionnaire Form in WordPress

For this tutorial, we’ll be using WPForms to create a questionnaire.

WPForms is the best forms plugin for WordPress and allows you to easily create any kind of forms using a simple drag and drop form builder.

First, you need to install and activate the WPForms plugin on your WordPress site. For more details, see our step by step guide on how to install a WordPress plugin.

Note: You’ll need the Pro version of the plugin to get the features that we will use in this tutorial.

Upon activation, you need to visit the WPForms » Settings page in your WordPress admin area to enter your license key. You’ll find the license key under your account on the WPForms website.

Now, it’s time to move on and create your questionnaire.

Creating a Questionnaire Using WPForms’ Survey and Polls Feature

WPForms’ powerful surveys and polls addon lets you create questionnaires easily. It also produces beautiful visual graphs of the results.

First, visit the WPForms » Addons page to install the Survey and Polls addon. Use the search bar to find it, then click the Install Addon button.

Next, go to WPForms » Add New to create a new form. First, type in a name for your form at the top of the screen:

There are 4 different pre-built survey form templates to choose from. These are the Poll Form, the Survey Form, the NPS Survey Simple Form, and the NPS Survey Enhanced Form.

We are going to use the Survey Form for our questionnaire.

After you select the template, it will open up in the WPForms editor.

We recommend that you edit the questions to make them appropriate for your audience and needs. We are going to use the form to gather customer feedback on products and delivery.

To edit any field, simply click on it. The editing view will then open up on the left-hand side of your screen. Here, we are editing the Name field at the top. We changed the format to ‘Simple’ using the dropdown.

We also made it optional by unchecking the ‘Required’ box.

The ‘How can we improve?’ box only appears if the user rates their experience as 1 star or 2 stars.

We’re going to add a new feedback box that will appear if the user rates their experience as 3 or 4 stars. To do this, simply bring your mouse cursor over the ‘How can we improve?’ box then click the Copy button:

Next, WPForms will check that you want to duplicate the field. Go ahead and click the ‘OK’ button to continue:

Now, you can edit your new field on the left-hand side of the screen. We have changed the label, which appears above the box. We also changed the description, which appears below the box:

You also need to set the conditional logic for this field. To do that, click the Conditionals tab. Then, set the numbers to 3 and 4 instead of 1 and 2:

Finally, we are going to edit the ‘How satisfied are you with’ Likert scale. A Likert rating scale is a 5 or 7 point scale that is often used to measure satisfaction or attitudes.

Again, simply click on the field to edit it. Then, change the labels of the rows or columns to the text you want to use.

We are going to change the labels of the rows to make them more specific:

Go ahead and make as many changes to the form as you like. Don’t forget to click the ‘Save’ button at the top of the screen:

Setting Up Notifications for Your Questionnaire

WPForms will send each completed questionnaire to the business email address that’s set in your website settings. It’s easy to change this by going to Settings » Notifications.

Simply delete the {admin_email} in the ‘Send To Email Address’ box and enter the email address you want to use instead:

Tip: Not sure what your WordPress administration email is? Go to Settings » General and check what is listed in the ‘Administration Email Address’ box.

Don’t forget to save your questionnaire after making any changes.

Adding Your Questionnaire to Your Website

You can add your questionnaire to any post or page on your website. You can even add it to your sidebar.

To add your form to a page, edit your page or go to Pages » Add New to create a new one. Then, click the + button to add a new block. Select the ‘WPForms’ block:

Next, simply click on the dropdown and select your questionnaire form.

Now, simply preview or publish your post to see the form live on your WordPress website:

Creating a Questionnaire Using Conversational Forms

You can also use WPForms’ conversational forms feature.

A conversational form is an interactive form that flows like a conversation. Users answer a question and it automatically shows them the next one.

It makes longer forms like a questionnaire easier to fill out and reduces form abandonment.

First, you need to go to WPForms » Addons in your WordPress admin. Then, search for and install the Conversational Forms addon:

After that, go to WPForms » Add New and create a new form using the instructions in the previous method.

If you already created your form, then simply go to WPForms » All Forms page and click on it to edit it:

Now, we are going to convert your form into a conversational form. First, go to the Settings » Conversational Forms tab. Then, simply check the ‘Enable Conversational Form Mode’ box.

You will then see a number of extra options to fill in. Conversational forms can’t be embedded in a post or page, so you need to give your form a title here. You can also write any text that you want to display above the form:

WPForms will automatically create a URL for your conversational form based on the form’s name. If you want to change this, simply type in a different URL here.

Optionally, you can also upload a header image, choose a color scheme, and change the Progress Bar style.

Once you are happy with your form’s settings, don’t forget to click the ‘Save’ button at the top of the screen:

Now, click the ‘View’ button next to the permalink for your form to see it live on your site:

The customer simply clicks the Start button to begin the form.

They can then enter their responses one question at a time. The questions that aren’t active will be faded out until the customer moves to them.

The sticky progress bar at the bottom of the screen will show how far through the form the customer is:

That’s it. You’ve successfully created your conversational questionnaire.

Viewing the Results from Your Questionnaire

Whether you created a regular survey or a conversational form, the process for viewing the results is the same.

Each questionnaire response will be emailed to the email address you set up under Settings » Notifications.

WPForms also stores all your survey results in your WordPress database. To view them, go to WPForms » Entries in your WordPress dashboard. Then, click on the name of your survey form:

You will then see some of the answers from your questionnaire. Simply click the ‘View Survey Results’ button to view all the questionnaire results.

WPForms will automatically create graphs and charts to make it easy to interpret the results:

It’s easy to export any of the graphs as a PDF or JPG. You can even print them to share with others in your organization. Just click the ‘Export’ link next to any item and choose from the dropdown menu:

You can also download all your results as a CSV file. Just click the ‘Export All (CSV)’ button near the top of the page to download all the results:

If you want to view the questionnaire answers from individual customers, then click the ‘Back to All Entries’ button at the top of the screen:

Next, scroll down to the table at the bottom of the screen. Click the ‘View’ button for the entry you want to see:

You will now see all the answers submitted by that person.

We hope this article helped you learn how to create a questionnaire in WordPress. You might also enjoy our articles on the best email marketing services and how to start an online store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a Questionnaire in WordPress (Easy Way) appeared first on WPBeginner.