Want to learn how to create a survey online with a plugin?
Using a WordPress survey plugin like WPForms to uncover answers to specific questions you have for your site visitors is an easy way to make data-driven decisions that can help you grow your business online.
In this article, we’ll show you how to create a simple survey in WordPress using the WPForms plugin’s user-friendly survey maker.
Here’s a table of contents to help you navigate this post:
- Step 1: Create a New Form in WordPress
- Step 2: Customize the Survey Form Rating Field
- Step 3: Customize the Survey Form Likert Scale
- Step 4: Enable Survey Reporting
- Step 5: Configure Your Survey Form Settings
- Step 6: Add Your Survey Form to Your Website
- Step 7: Generate Survey Reports
Why Create a Survey Form in WordPress with a Plugin?
When you create a survey online, your survey forms let you gather important information directly from your target audience. This way you can fix things in your business they don’t like and offer more of what they do like.
In addition, you might consider conducting a survey on your website to:
- Gather Feedback. Surveys let people give their opinions, as well as voice their concerns, in an anonymous and safe way. This way you get honest feedback from those that directly affect your business.
- Start a Discussion. If you ask the right questions on your form, you’ll be able to start meaningful discussions about important topics related to your business, industry, and more.
- Stay Objective. Rather than base your business decisions on what your “gut” tells you, use a survey to get objective information from site visitors to make improvements. You can also prioritize issues using survey responses.
- Start a Comparison. By routinely conducting surveys, and asking site visitors the same questions over periods of time, you’ll be able to measure how their opinions, attitudes, and needs change. This can help your business evolve.
Surveys are inexpensive to run, are flexible when it comes to the types of questions you ask, and are more dependable thanks to anonymity.
So, let’s take a look at how to create a survey form in WordPress.
Step 1: Create a New Form in WordPress
Next, you’ll need to install and activate the Surveys and Polls addon.
To do this, go to WPForms » Addon and find the one labeled Surveys and Polls Addon.
Click Install Addon and then Activate.
Now you’ll need to create a new form.
You can use any of the WPForms form templates and add different survey question types to them if you want. In fact, you can check out our helpful tutorial on how to add a Likert Scale to any WordPress form if you want to measure your site visitors’ experiences or opinions on something like a simple contact form with multiple choice questions.
However for our example, we’ll create a survey specific WordPress form. Multiple choices questions are available on this form type as well.
To start, go to WPForms » Add New, name your form, and choose the Survey Form template.
WPForms will then create a survey form for you.
You’ll notice your survey form has the following form fields:
- Likert Scale
- Paragraph Text (For written answers)
This gives you a good framework to work with and can be customized depending on the types of questions you’d like to ask site visitors.
Step 2: Customize the Survey Form Rating Field
You can add additional form fields to your form by dragging them from the left hand panel to the right hand panel.
Then, click on the field to make changes. You can also click on a form field and drag it to rearrange the order on your form.
But for now, let’s take a look at how you can customize your survey form’s Rating Field.
To start, 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.
If you click on Advanced Options, you can change the rating icon in the following ways:
- Type. You can use a star, heart, thumb, or smiley face icon.
- Size. You can choose the rating icon to be small, medium, or large.
- Color. Use the color picker to change the icon color.
Want to use a cool question skip trick using skip logic? If you are interested in getting more feedback from site visitors based on their rating answers, you can enable smart conditional logic. For help with this step, check out our tutorial on how to use conditional logic for ratings.
Next, we’ll take a look at to customize the Likert Scale form field.
Step 3: Customize the Survey Form 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.
From there, you can change the following:
- The label so site visitors know what you are measuring
- Row options, which are the survey questions you’re asking site visitors about
- Column options, which are the responses site visitors have to choose from
- The description, if you want to add additional information for site visitors to reference
For more details, check out this helpful documentation on customizing the Likert Scale field.
If you want to take it a step further and calculate how your site visitors feel about your company using a Net Promoter Score (NPS), rather than a traditional survey form using a Likert Scale, be sure to check out this helpful guide on how to create a Net Promoter Score (NPS) survey in WordPress.
When you’re all done making changes to your WordPress survey form, click Save.
Step 4: Enable Survey Reporting
In order to receive the results of your survey form as survey respondents fill it out, you need to enable survey reporting.
To do this, go to Settings » Surveys and Polls. Then, click on the Enable Survey Reporting checkbox. This will enable survey reporting sitewide.
In other words, WPForms will collect survey results for the following form fields on all your site’s forms:
- Single Line Text
- Paragraph Text
- Multiple Choice
- Likert Scale
- Net Promoter Score
If you used the Survey Form template, this option will be enabled by default. However, if you use another form template, and want to collect survey results, you’ll need to manually check the box.
If you don’t want to collect survey results for every form on your website, unclick the Enable Survey Reporting checkbox under Settings » Surveys and Polls.
Next, return to the Form Editor, click on the field you want to enable reporting for, and under the Advanced Options section, check the Enable Survey Reporting box.
Now only survey results for that particular form field will be collected.
Do this for each form field you want to collect results for.
Step 5: Configure Your Survey Form Settings
There are 3 settings to configure on your survey form:
- General. Here you can change the form name, customize the submit button, enable the anti-spam honeypot feature, and disable storing entry information and user details, like IP addresses and user agents, to further comply with GDPR.
- Notifications. To receive an email that someone has completed your WordPress survey form, you’ll need to set up form notifications in WordPress. If you use smart tags, you can also send a notification to site visitors when they complete your survey, letting them know you received it.
- Confirmations. Once site visitors complete your form, you can show them a message right after, take site visitors to another page on your website, or redirect visitors to another website altogether. For help with this step, check out our helpful tutorial on how to set up form confirmations.
If you’d like, you can also add images to your surveys.
Step 6: Add Your Survey Form to Your Website
Once you’re done configuring your survey form to your liking, you want to add it to your site.
WPForms lets you add your forms to multiple places on your website including your pages, blog posts, and sidebar widgets.
Let’s take a look at the most common placement option: page/post embedding.
To begin, create a new page or post in WordPress. After that, click inside the first block (the blank area below your page title) and click on the Add WPForms icon.
The handy WPForms widget will appear inside of your block. Click on the WPForms dropdown and pick which one of the forms you’ve already created that you want to insert into your page. Select your survey form.
Then, publish your post or page so your form will appear on your website.
PRO TIP: Check out how to create a dedicated form landing page to learn how to make distraction free surveys.
You did it! You now know how to create a survey online. Let’s check out how to view your survey results next.
Step 7: Generate Survey Reports
Once people start filling out your survey form, you can see any data that’s collected.
To generate a survey report, go to WPForms » All Forms and hover over your survey form to display the options. Then, click on Survey Results.
You’ll see survey results for each form field that has survey reporting enabled on it.
For example, here’s how your rating survey results might look:
And, here’s a Likert Scale survey report:
And there you have it! You now know how to create a survey online in WordPress with a plugin so you can gather feedback from site visitors and use it to improve your customer satisfaction (and business).
Now that you know how easy survey creation is and you’re ready to build your survey, check out how to increase your survey response rates so you can get the most out of your online survey form and the WPForms survey tool.
So, what are you waiting for? Get started with the most user-friendly WordPress forms plugin today.