How To Create A Survey In WordPress

Do you want to create a survey in WordPress, but don’t know how to do that?

Then you come to the right place, here I’ll show you how you can create a survey in WordPress.

If you want to collect valuable information and make data-driven decisions, then creating a survey form is best for you.

How to create a survey in WordPress

To create a survey, first, you need to choose a tool for the survey. There are lots of plugins that allow you to create a survey on WordPress.

But using those plugins, you can’t create advanced survey fields and also they store your data on third-party servers, which you can’t easily access. Not only these, but some of them also limit the number of responses you can collect.

Here comes WPForms to help you to create your survey form.

WPForms is the best form builder plugin for WordPress. WPForms is installed by 3 million+ active users.

With WPForms you not only create survey forms, but you also create many advanced forms like multi-step forms, login-registration form, order forms, and many more.

You can integrate WPForms with Mailchimp, ActiveCampaign, Drip, PayPal, Stripe, and more third-party brands.

And the cool thing is you can connect WPForms with Zapier, and with WPForms Zapier addon, you can connect your forms with over 2000+ web applications.

So let’s see some features that you get with your survey form if you create your survey form with WPForms,

  • The pre-design survey form template lets you create your survey form with one single click. And with the drag and drop form builder, you can easily customize your forms.
  • You can get advanced survey fields like Rating, Likert scale, multiple-choice, etc.
  • With the conditional logic, you can show different field options based on which answers users provide.
  • Survey reports with bars, graphs, charts, and tables
  • Export your survey with JPEG, PDF, CSV, or Print.
  • You can add your form anywhere on your website.

That being said, so let’s create a survey form.

Step- 1. Install and active WPForms

WPForms comes with two versions: free and paid. But with the free version, you cannot create survey forms. To create survey forms, you need to buy their Pro or higher plan.

So click the link below to buy WPForms,

Multipage Forms, Condition Logic
Entry Management, Drag & Drop
PayPal, Stripe, Zapier, Mailchimp
Login, Registration, AWeber Form
Geolocation, Signatures, File Upload

Now to install WPForms, login to your WordPress dashboard, go to Plugins > Add New and search for ‘WPForms’, click Install Now, and Active.

To activate your premium license, go to WPForms > Settings, paste your license key, and click Connect.

WPForms license key section

Now you have successfully installed and activated WPForms.

Step- 2. Create your survey form

First, go to WPForms > Addons, install and activate the ‘Surveys and Polls Addon’.

WPForms survey forms addons

Now you’re ready to create a survey form with WPForms.

To create your survey form go to WPForms > Add New, enter the name of your form, and select ‘Survey Form’.

WPForms survey form template choose

If you want to create your form from scratch, you can do that by selecting the ‘Blank Form’ template.

I assume that you selected the pre-made ‘Survey Form’.

After selecting the template, you can see a ready-to-use survey form.

Survey form template

This pre-made template has the 5 following fields:

  • Name
  • Email
  • Rating
  • Likert Scale (matrix question)
  • Paragraph Text

Also, here you can add fields, delete fields, customize every individual field.

So, let’s customize the default fields.

You can easily customize the Name, Email, and Paragraph field, so I’ll only cover the Rating and Likert Scale field.

Rating: First, change the label of the field, add a description telling survey respondents what they’re rating, and choose the scale, which can be between 2 and 10.

field rating form

Underneath the advanced option, you can change the icon type, size, and color.

rating field type color size

If you want to use conditional logic for rating, you can use this. For example, if someone gives you under 3 star rating, you can show them a text box to know why they give you a low rating?

To set this up, I’ll first add a Paragraph Text field underneath the rating field. Then, I’ll change the field label to “How can we improve?”.

lebel and description rating paragraph field

Next, we need to set up conditional logic so that this field only appears if the user shares a low rating. 

To do this, click the Conditional Logic section to open it and then check the box for Enable Conditional Logic.

Now you can set rules that determine when the field will appear.

Here we set the logic as Show this field if ‘Your Experience less than 3‘.

conditional logic for rating field

‘Your Experience” is the label name of the Rating field.

Likert Scale: Customizing the Likert Scale on your form is done the same way you customize the rating field. All you have to do is click on it.

Likert Scale field

Here you can change:

  • The questions you want to ask your users
  • Responses site visitors have to choose from
  • The label so, site visitors know what you are measuring
  • Description for additional information

When you’re all done making changes to your WordPress survey, click Save.

Step- 3. Enable survey reporting

If you want real-time survey results, then you need to enable Survey Reporting.

To do that, go to Settings > Surveys and Polls, then click on the Enable Survey Reporting checkbox and click SAVE.

Enable Survey Reporting

WPForms collects reporting:

  • Single-Line Text Field
  • Paragraph Text Field
  • Dropdown Field
  • Checkboxes Field
  • Multiple Choice Field
  • Rating Field
  • Likert Scale Field
  • Net Promoter Score Field

If you want Survey Reporting for a specific field, then you need to disable Survey Reporting for globally.

To get Survey Reporting for a specific field, you need to enable this on the specific field.

To do that, select the field you want to Survey Reporting and under the Advanced Options section, check the Enable Survey Reporting box.

Form Editor Enable Survey Reportin

Do this for each form field you want to collect results for.

If you want to send confirmation emails to your users after submitting a form, then configuring the Notification settings is so important.

Also, you can send the confirmation email to your team members.

If you’re a premium WPForms user, you can send different notifications to the users and your team members.

To configure your Notification settings properly, I highly recommended you to read this article about how to send a confirmation email to your users after submitting a form.

Step- 4. Add your form to your website

It’s time to add your form on your site. You can add this to any of your pages, posts, sidebars, also if you want you can use this form with your page builders (like Elementor, Divi, Beaver Builder, etc.).

Also, you get a specific shortcode for your form, with this you can show your forms where you want.

Let’s look at the common way to add your form into posts or pages.

To add your form into your page, go to Pages > Add New, put your page name, click Add Block option and search for ‘WPForms’, select ‘WPForms’ widget and select your form and click publish.

In the same way, you can add your form to your posts. Also, you can add your form to specific sections of your pages or posts.

Step- 5. View survey form reports

To view your survey reports, go to WPForms > All Forms, hover over your survey form, and click Survey Results.

survey reports wpforms

You’ll see survey results for each form field that has survey reporting enabled on it.

WPForms survey reports

Here you’ll see an Export drop-down box. By clicking on that, you can export your reports as JPEG, PDF, or print.

Now you have successfully created your survey form.

I highly recommended you to read this article about how to add Google recaptcha in WPForms to stop spammers from filling out your forms.

Frequently Asked Questions (FAQs)

Why is the survey method used?

With Surveys, you can collect a large amount of data in a relatively short period. Surveys are less expensive than many other data collection techniques. Surveys can be used to collect information on a broad range of things, including personal facts, attitudes, past behaviors, and opinions.

If you have any questions about this article you can ask in the comment section. And if you like this article, don’t forget to share it.

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