Popup survey WordPress plugin

How to Use a Popup WordPress Survey Plugin (The Easy Way)

Do you need a popup survey WordPress plugin? Putting a feedback form in a popup window is a great way to get more responses from your visitors.

In this article, we’ll look at the best popup survey plugin for WordPress. Then we’ll walk through the process of getting a popup live on your site.

Create Your WordPress Survey Form Now

How Do I Use a Popup Survey Plugin in WordPress?

You can install a popup survey plugin easily in your WordPress dashboard.

After that, you just need to set up the survey questions for the form, then design the popup that will appear when a visitor is on your site.

Popups are a great way to grab your visitor’s attention on any type of survey. And focusing the visitor on the survey will help to increase conversion rates.

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

It’s really easy to install a popup survey plugin. We’re going to combine 2 powerful plugins in this tutorial.

How to Set Up Your Popup WordPress Survey Plugin

There are a few steps to follow to get your popup survey working, so here’s a table of contents to help you find the right step:

  1. Install the WPForms plugin
  2. Create a Survey Form in WordPress
  3. Install the OptinMonster Plugin
  4. Create a Campaign in OptinMonster
  5. Publish the Popup Survey on Your Site

Let’s start by installing plugin number 1.

Step 1: Install the WPForms Plugin

WPForms is the best form builder for WordPress. It lets you make customized forms and surveys with an easy drag and drop builder.

WPForms features

Let’s get started by installing the WPForms plugin.

Need a hand? Jump over to this beginners’ guide to installing a plugin in WordPress.

Once you’ve activated the plugin in WordPress, you’re ready to create your feedback form. The great news is that we can use a template for this, so it’ll only take a few minutes.

Step 2: Create a Survey Form in WPForms

In this example, we’ll create a simple survey with 4 fields:

  • Name
  • Email
  • Star rating
  • A text field for comments.

If you’d like to make a more complicated survey, check out these questionnaire templates and examples to learn about the fields you can use.

In the WordPress dashboard, head to WPForms, then click Add New. Let’s pick the Simple Contact Form template.

Create new popup survey form

Customizing this template will take just a few minutes.

First, let’s add the star rating field. Just click and drag it from the left-hand panel to the right-hand panel, then mark it Required using the checkbox in the left-hand panel:

Add star rating field to popup survey form in WordPress

You can use the Advanced Options on the star rating field to change the icons.

If you want to customize any other fields, just click on the field to change the settings. Our tutorial on creating a simple contact form explains this in more detail.

The last thing to do is add the OptinMonster conversion tracking code to the form. In the form builder, click Settings in the left-hand pane. Then scroll down and type om-trigger-conversion in the Submit Button CSS Class box.

Track OptinMonster conversions in WPForms

Once you’re done, click on the Save button to save your form.

If you’d like to add more complex survey fields to your form, check out this article on how to create a survey form in WordPress.

Now that we have a feedback form ready, let’s move on and install the 2nd plugin.

Step 3: Install the OptinMonster Plugin

OptinMonster is the best popup plugin for WordPress. It can help you to track and increase conversions, and get valuable feedback from your visitors. Check out all of the features in our OptinMonster review.

OptinMonster + WPForms is a powerful combo. Let’s put them both to work.

Go ahead and install the OptinMonster WordPress plugin. Don’t forget to Activate it.

If you don’t have an account, click Get OptinMonster now to sign up. If you already have an OptinMonster account, select Connect Your Account to add your website.

OptinMonster welcome screen

Great! We have our popup survey WordPress plugins ready.

You can keep the WordPress dashboard open in another tab. We’ll need to check back in a second. For now, let’s switch to OptinMonster.

Step 4: Create a Campaign in OptinMonster

Head to OptinMonster in a new browser window and log in. At the top of the OptinMonster screen, click Create New Campaign to start.

Under campaign type, choose Popup.

Select Popup in OptinMonster

The next thing we need is a campaign template. Let’s choose Canvas.

Create canvas survey popup in OptinMonster

The Canvas template allows you to add different elements to your popup like:

  • Forms
  • HTML
  • CSS
  • JavaScript.

To learn more about using the canvas popup, read this article on unique canvas popups you can create with OptinMonster.

OK, back to the OptinMonster wizard.

Now you’ll be prompted to name your popup. Let’s call it Survey Popup, then select your site.

We’re ready! Now click Start Building.

Start building your popup survey WordPress plugin

OptinMonster will load the builder screen. This is where you’ll set up the popup and embed your form.

Don’t worry if you haven’t used OptinMonster before. If you get stuck at any point, take a look at this guide on creating your first optin.

First, let’s change the image in the popup. Just click on it and upload a new image or logo. We also changed the text here so it makes sense for the popup form.

Customize popup survey image

Now let’s add the form to the popup.

We just need to grab our form shortcode first.

Switch back to the WordPress dashboard and go to WPForms » All Forms. You’ll see a shortcode next to the form you created earlier.

Popup survey form shortcode

Copy the shortcode.

Back in OptinMonster, click the Add Blocks button at the top of the builder. From the left-hand pane, drag the HTML block onto the center pane.

On the left-hand side, you can see that the panel changes to show you the content of the HTML block. Just paste in the shortcode here.

Popup survey WordPress form shortcode

Next, we’re going to tell OptinMonster how to display the popup. In this example, we want the popup to show if someone clicks a link.

Go ahead and click Display Rules at the top of the OptinMonster builder.

Display rules for popup survey WordPress plugin

In the first dropdown, click the dropdown where it says time on page. Search for link, then click the MonsterLink option on the right.

Create survey popup link

You can go ahead and remove the other rules by clicking the minus icon next to them.

Click Next Step and make sure Optin is selected in the dropdown.

Select optin survey popup

Click Next Step again.

Great! Now your popup will open when the visitor clicks the custom link.

Go ahead and click Copy MonksterLink Code. You’ll need that in a minute.

You’re almost at the finish line! All we need to do now is publish the popup on your website.

Step 5: Publish the Popup Survey on Your Site

So now we need to do the final steps in both plugins:

  1. In OptinMonster, we’ll publish the popup
  2. In WordPress, we’ll add the MonsterLink to the popup.

So let’s start by publishing the popup.

At the top of the OptinMonster screen, click Publish.

Check that the correct website is selected in the dropdown, then switch the Status to Live.

Set popup survey status to live

The OptinMonster preview won’t show your form yet. Don’t worry! It’ll all come together in the next step.

Now go back to your WordPress dashboard. Click OptinMonster in the left-hand navigation bar, then click Refresh Campaigns.

OptinMonster refresh campaigns button

Phew. Almost there.

Now edit the Post or Page where you want to add your survey link. Add a Custom HTML block to your page and paste the code in.

Add MonsterLink code in the block editor

Now Publish or Update the page.

That’s it! Click the link and check everything is working.

Popup WordPress survey plugin result

Hmm, did you notice that our form looks kinda basic?

If you don’t like the way your form looks, you can easily add CSS to customize it:

html div#om-{{id}} {
font-size: 16px ;
}
html div#om-{{id}} {
color:#000000;
}
.wpforms-field-description, .wpforms-field-label {
margin: 10px 0 !important;
}
html div#om-{{id}} .wpforms-field-row-block.wpforms-first.wpforms-one-half {
margin-right: 10px !important;
}
html div#om-{{id}} input[type=text] {
margin-top: 10px; margin-bottom: 10px; padding: 20px; border-radius: 10px;
}
html div#om-{{id}} input[type=label] {
padding: 20px;
}
html div#om-{{id}} input[type=email] {
margin-top: 10px; margin-bottom: 10px; padding: 20px; border-radius: 10px;
}
html div#om-{{id}} button[type=submit] {
font-size: 14px; margin: 20px; padding: 20px; border-radius: 10px;
}
html div#om-{{id}} .wpforms-submit-container {
text-align: center !important;
}

Just add this to the custom CSS tool in OptinMonster, then refresh your campaigns in the WordPress dashboard.

Now the form looks a lot better:

OptinMonster CSS for WPForms

If you’d like to learn more ways to style WPForms in OptinMonster, check out this guide to styling WPForms inside an OptinMonster popup.

Create Your WordPress Survey Form Now

Next Steps: Work With Your Survey Results

That’s it! You’ve just published a feedback form popup on your WordPress site.

Did you know that WPForms can create beautiful charts from your survey results? Learn more in this article on how to display survey results graphically. We can also help you to write a summary of your survey results.

And that’s it! Now you know how to use a popup survey WordPress plugin. Get started by installing the most powerful WordPress forms plugin today. WPForms has tons of features you can use to create professional surveys for your website.

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