How to Create and Add a Survey Form to Your WordPress Website Using a Plugin

Do you want to add a survey form to your WordPress website without taking the help of a developer? In this article we will tell you how you can create and add a Survey Form to your WordPress website without hiring a developer or doing coding. 

Yes, you read it right, we will tell you how you can add a survey form to your WordPress website without doing any complex coding or Paying a huge amount to hire a developer to get this done. 

Let’s have a look at some of the scenarios where we can make use of Surveys on your website

Gathering User’s Feedback:

By making use of survey forms you can collect your users feedback suggestions and derive insights from the same in order to take data driven decisions and grow your business in accordance with your visitor’s requirements.

This way you can get honest feedback from your users and they can do all of this anonymously if you make the provision for the same. 

Customer Satisfaction Check

You can make use of survey forms to check how satisfied your customers are with your products or services.

There are several survey creation tools out there in the market but they have several limitations as mentioned below

– The data gets stored on third party servers

– Some of these survey tools provide very limited fields

– Some of these survey tools have very less scope for customization (you have very less flexibility and have to stick to the limited features)

What if you could get a tool / software that could overcome all of these limitations and offer you the option to create a survey form right inside of your WordPress website (Isn’t that cool enough? Let’s get more details on the tool that we are going to discuss in the remainder of the article)

In order to add a survey form to your WordPress website we are going to make use of a WordPress plugin called WPForms which is one of the most popular WordPress form builder plugins which is easy to use and beginner friendly and also comes with a drag and drop functionality. If you are looking for the best WordPress survey plugin with a drag and drop functionality then look no further, WPForms should be your go-to choice

With WPForms you can build survey forms in minutes not hours

So even if you are not so tech savvy you don’t have to worry. WPForms makes it easy for you to create amazing survey forms by making use of their drag and drop form builder 

Let’s have a look at some of the amazing feature of WPForms

Saves time and Efforts – The biggest advantage of making use of these built-in templates is that it saves your efforts and ton of time which would have been utilized if you were to build these forms from scratch.

Highly Customizable – You can make use of the form builder interface and add elements and customize the Survey form as per your requirements. You can make use of their drag and drop form builder which is beginner friendly and very easy to use and understand. YOu can even rearrange and reorder/ shuffle these elements in the form as per your needs

Supports Smart Fields – WPForms supports all types of elements and provides smart fields like checkboxes, radio buttons, Likert scale, star ratings etc. These elements help you build a great interactive survey form (you certainly don’t want to serve your users with a dull looking form)

Conditional Logic – Another amazing feature of WPForms survey addon is the Conditional logic which means that you can customize the other fields based on user’s input for the previous fields.

Interactive Survey Reports – You can create your survey reports in the form of Bar Graphs, Charts and tables

– You can export these survey reports in the form of a .PNG image or PDF file.

We would be making use of the Survey and Polls Addon in order to build the Survey for on WordPress website

Important Pre-requisite:

In order to make use of Survey and Polls Addon you need to have WPForms Pro plan or higher as these are premium addons and not available in the Free version of WPforms.

Step 1: Install the WPForms Plugin

Before we even create Forms we need to install the WPForms plugin. Follow the below given steps in order to install the WPForms plugin

Navigate to your WordPress dashboard

Go to the Plugins section –> Add New

Adding a New Plugin to WordPress

Once you click on Add New you will come across a screen. In the search box type “WPForms” and then you will come across a screen similar to this one.

Now click on “Install Now” and then Activate the Plugin

Once you are done with the activation you will be asked for the License Key

Where to find the WPForms License Key

Navigate to your WordPress Dashboard and then go to the WPForms section –> Settings

Once you click on Settings you will get a window on the right hand side. Keep on scrolling down until you find the License Key section. You will come across a screen that’s similar to the one shown below

In case you have purchased the WPForms Pro plan then you can find the license key in the account which you used to purchase WPForms subscription

Step 2: Install and Activate the Survey and Polls Addon

In order to make use of the Survey and Polls Addon you will first have to install and activate the Addon. Follow the below given process in order to install and activate the Survey and Polls Addon

Navigate to your WordPress dashboard –> Mouseover on WPForms –> Click on Addons (Refer to the below screenshot)

When you click on “Addons” you will see all the addons. Scroll downwards on the Addons page and you will come across the Survey and Polls Add-on. Click on Install Add-on and then activate the Addon

Once you have activated the Addon it’s time to create a new Form

Step 3: Create a New Form in WPForms

WPForms has several inbuilt templates which you can make use of while creating forms but for the sake of this tutorial we are going to create a Survey specific form and luckily WPForms offers a Survey form template

Now you can choose the Survey Form template as shown in the above screenshot and start building your form

Once you choose the “Survey Form” template WPForms will create a Survey form with some pre-built fields as shown below.

Make sure that you rename your Survey form and give it a suitable name

The pre-built survey form will include fields like

  • First Name, Last Name
  • Email
  • Star Ratings
  • LIkert Scale (also referred to as Matrix questions with a set of options like agree, strongly agree, disagree, Neutral, strongly disagree) – you can customize the LIkert scale as per your requirement
  • Description field: You can make use of this field to gather user’s thoughts and comments

Step 4: Customizing the Ratings & Likert Scale (Optional)

Did you know that you can customize your ratings section which you can see in the above form

Customizing the Ratings – You can use Star ratings or make use of Smiley to gauge the customer’s experience (happy, not happy, dissatisfied etc) and also change the color of the star ratings or the smileys

Besides this you can also add options as per your requirement and customize the Likert Scale

Once you are done customizing the form as per your requirement you can go ahead and configure your form settings which we have discussed in the next steps

Step 5: Configure the Form Notifications

Now there are two aspects to the Form Notifications that you should be aware of

1. Once the user submits a form you should get some kind of notification that the user has submitted the form – You will get an Email notification whenever someone submits a form on your website. This is a good practice that should be followed so that you will be updated on any potential leads you get in you are working in the B2B business.

In order to receive Email notifications like the one stated above you will have to setup the Form notifications and provide your Email address

2. Once the user has submitted the form they should get a notification that their form has been submitted successfully.

YOu can make use of the Smart tags feature in order to send personalized email notifications to your site visitors.

Step 6: Configure the Form Confirmations

Form confirmations are a set of actions that should happen immediately and automatically once the user fills out a form. There are 3 kinds of form confirmations WPForms provides which we have enlisted below

1. Redirect – Once the user has submitted the form on your site you can redirect them to any page of your choice by utilizing the Redirect. You can take the user to any entirely different site altogether if you want.

2. Display Page – Once the user submits the form you can automatically redirect them to a display page something similar to a Thank you Page.

3. Message – This is the default message that a user gets when they submit the form on your website. You can even customize this message as per your needs.

Now that we are done configuring the Notifications and Confirmations it’s time to add your form to a page and publish

In order to add the newly created form to your WordPress website follow the below given steps

Step 6: Adding the Newly Created Form to Your WordPress website

Add a New Page to your WordPress website

Navigate to your WordPress dashboard –> Pages –> Add New

Once you click on Add New a new blank page will appear, now give a suitable name to your page something like Contract or Service Agreement

If you are using a Block editor then click on the + sign (Refer to the screenshot shown below)

Now in the search box search for “WPforms” you will immediately see the WPForms element pop-up (Refer to the below screenshot)

Once you click on WPForms as shown in the above screenshot, you will be presented with a Drop down option (as shown below). Choose the appropriate page which you have created from the Drop down section

In your case it would your Survey Form which you created in the above steps (choose that one from the drop down).

Once you have chosen the appropriate page then click on Publish in order to make the page live on your website.

Step 7: Viewing Your Survey Results (Optional)

If you want to see the survey results you will have to go to WPForms –> All Forms and there you will find “Survey Results” option just below the Survey form you had created. Refer to the below screenshot for reference

Conclusion:

So what are you waiting for? Get ready to create a Survey form on your WordPress websites and get valuable insights from your website visitors using WPForms Pro plan

We hope you enjoyed this step by step tutorial on how to create a Survey form on your WordPress website.

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