how-to-create-a-simply-survey-form-in-wordpress

How to Easily Create a Survey Form Online (with a Plugin)

Want to capture customer info with a survey form and 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 survey online in WordPress using the WPForms plugin’s user-friendly survey maker.

Click Here to Start Making Your Survey Form Now

WPForms is the best WordPress Form Builder plugin. Get it for free!

Here’s a table of contents to help you navigate this post:

  1. Create a New Form in WordPress
  2. Customize the Survey Form Rating Field
  3. Customize the Survey Form Likert Scale
  4. Enable Survey Reporting
  5. Configure Your Form Settings
  6. Add Your Form to Your Website
  7. Generate Survey Reports

Before you set up your surveys, make sure to read the top complaints about online surveys.

Why Create a Survey Form in WordPress with a Plugin?

When you create a survey online, you can 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 and valuable feedback from those that directly affect your business.
  • Start a Discussion. If you’re survey questionnaire asks the right questions, you’ll be able to start meaningful discussions about important topics related to your business, industry, and more. For example, with employee satisfaction surveys.
  • 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.

Not to mention, when you use WPForms, and the Surveys and Polls addon, they are super easy to set up and run on your website.

So, let’s take a look at how to create a survey in WordPress.

How to Easily Create a Survey Online in WordPress

Asking yourself how do I create a survey form in WordPress? Look no further, we’ve got you covered:

Step 1: Create a New Form in WordPress

The first thing you’ll need to do to create a survey online is install and activate the WPForms plugin. For more details, follow this step by step guide on how to install a plugin 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.

activate addon

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.

Survey Form Template

Have you read our post on the best WordPress survey plugins for your site yet?

WPForms will then create a survey for you.

Survey Form to create a survey online

You’ll notice your form has the following form fields:

  • Name
  • Email
  • Rating
  • 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  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.

Rating Form Field

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

Likert Scale

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 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, click Save.

Step 4: Enable Survey Reporting

In order to receive the real-time results as survey respondents fill out your form, 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.

Enable Reporting

In other words, WPForms will collect data in survey results for the following form fields on all your site’s forms:

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

If you used the Survey Form template (also known as questionnaire templates), 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.

Enable Reporting in Form Editor to create a survey online

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

Step 5: Configure Your Form Settings

There are 3 settings to configure on your form:

  1. 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.
  2. Notifications. To receive an email that someone has completed your WordPress survey, 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.
  3. 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 Form to Your Website

Once you’re done configuring your 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.

add wpforms icon in block

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 form.

select your online survey

Then, publish your post or page so your form will appear on your website.

create a survey online

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 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.

Survey Reports

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:

Rating Survey Results to create a survey online

And, here’s a Likert Scale survey report:

Likert Scale Results

Click Here to Start Making Your Survey Form Now

Frequently Asked Questions

Here are a few other questions we get asked often, so we decided to post the answers here.

What Is a Survey Form?

A survey form is a, simply put, a questionnaire that gathers information from people. Survey forms are more commonly used with the intention of finding impactful results based on data.

What Is the Best Free Survey Maker?

We’ve researched a lot of tools and believe WPForms is the best. WPForms Pro comes with a free survey template. Here are some other lists we’ve put together that might help you find the best survey maker tool for your small business:

In Conclusion

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 your survey form to improve your customer satisfaction (and business).

Now that you know how easy online survey creation is and you’re ready to build your awesome questionnaire, 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 and start using the online survey tools today.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

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Comments

      1. Hi,

        For Likert/survey style forms can I get the results emailed to me as a notification? If not how do I link the users form submission to their results? Do I need to capture their name on submission and then go back to WordPress to review their results (which are presumably stored against their name?

      2. Hi Ian!
        You can absolutely set up the form Notification email to yourself or the person who has submitted the form. We have a great tutorial on how to do this here.
        In order to see the user name in the notification email, then you can add the Name field to your form, or if the users are registered and logged in on the site, then you can use the {user_full_name} Smart Tag in the Notification email.
        In case it helps, we have a great tutorial on how to use Smart Tags in WPForms.

        I hope this helps.
        Have a good one 🙂

  1. Hi,
    Is that possible if registered user (subscriber only) fill that survey ? I mean user must login first as a subscriber and fill that survey. So that survey page is not for public.

    Thankyou 🙂

    1. Hi Pound!

      You can use our Form Locker addon to ahieve this. Here we have a great article on how to use it.

      I hope this helps!
      Have a good one 🙂

      1. Hi,

        Thanks for your respond. I have a question:
        Is that possible if survey&poll’s result can export to CSV ?

        Thank you 😀

      2. Hi Pound!
        Sure, you can have a couple of options to export your Survey/Poll results as a CSV or PDF file. You can also have it as an image or print it out directly.
        I hope this helps.
        Have a good one 🙂

  2. This is criminal and poor business ethics! My site is built on WordPress, you allow us to add to our site, build the forms, trigger and e-mail but you can’t get the results unless you pay for the 3rd tier of your subscription!?!?!?! I just want a simple form and to have the results e-mailed to me, I don’t need $400/yr worth of gadgets and BS.

    1. Hi there.
      Thank you for your feedback!
      You can absolutely set up an automatic form notification email sent to both yourself and the person who has submitted the form.
      This can be done in our free plugin too. For more details you check out this article on our site.
      I hope this helps.
      Have a good one 🙂

    1. Hi Nicole!
      You can make those fields optional in your form so the users can choose to skip them.
      Or, if there are logged in users will submit the form, you can disable storing of the user details in the form settings – https://a.supportally.com/JFHYKy
      I hope this helps.
      Have a good one 🙂

  3. Hi, I’d like to create a segmentation survey for all of my subscribers and I wish to understand if it is possible to attach a form to the welcome email that I’m sending out to my email list?

    1. Hi Anya.
      Thanks for your question!
      Currently, there is no built-in option to embed a form into an email, you can only put there a link to your WordPress site page with the form.
      You can also dynamically populate the form fields by using the query strings in the page URL.
      In case it helps, we have a detailed tutorial on how to do this.
      I hope this helps.
      Have a good one 🙂

    1. Hi Urs.
      With the Surveys and Polls addon you can have the survey reports under the form entries. For this, you will have to enable reporting option in the form settings. The same way you can have the Poll results if you will enable it in the form.
      Once you have enabled reporting, you will have it under the form as a separate Report options.
      I hope this helps.
      Have a good one 🙂

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