How to Create a Survey in WordPress (with Beautiful Reports)

How to create a survey in WordPress


Do you want to create a survey on your WordPress website?

Surveys help you gather valuable information, so you can use it to make data-driven decisions. For example, you can find out what new features to introduce or whether people liked a particular promotional campaign.

In this article, we will show you how to easily create a survey in WordPress and generate beautiful reports.

Choosing The Best Survey Tool for WordPress

There are many online services that allow you to create survey forms and embed them in WordPress websites. The downside of these forms is that the data is stored on third-party servers, and you have limited customization options.

Some of these forms are also limited to the number of responses you can collect. You have to pay extra to get more responses, and these services have high monthly costs.

Wouldn’t it be nice if you could run surveys on your own website without relying on third-party services?

This is where WPForms comes in. It is the best WordPress form builder plugin in the market used by over 5 million websites. With the WPForms survey feature, you get the following:

  • Powerful drag-and-drop form builder to create surveys
  • Smart survey fields like Rating, Likert Scale, and more
  • Conditional logic to personalize survey fields based on user input
  • Interactive survey reports with bars, graphs, charts, and tables
  • Ability to export survey graphs as JPEG, PDF, or Print Formats
  • Export survey results as CSV to use elsewhere

That being said, let’s look at how to easily create and add surveys to your WordPress website.

Creating a Survey in WordPress

The first thing you need to do is install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

WPForms surveys and polls addon is part of their Pro plan. WPBeginner users can use our WPForms coupon to get 50% OFF on all WPForms licenses.

Once the plugin is activated, you need to head over to WPForms » Settings page to enter your license keys. You can find this information under your account on the WPForms website.

Entering the WPForms license key

Next, you need to visit the WPForms » Addons page and scroll down to the Surveys and Polls addon.

Go ahead and click on the ‘Install’ addon button to install and activate the survey addon.

Install surveys and polls addon

Now you are ready to create a survey form.

You need to visit WPForms » Add New page to create a new form. This will launch the WPForms form builder interface, and you can choose from multiple pre-built form templates.

First, you need to provide a title for your survey form and click on the Survey Form template.

Select survey form template

This will load a sample customer feedback form template with several fields already added to the form.

You can just point and click to edit any field, rearrange them with drag and drop, or remove them from the form. You can also add new form fields from the left column.

Drag and drop fields to your form

WPForms supports all commonly used form fields, including dropdown, radio buttons, checkboxes, Likert scale, text input, rating scale, and many more. This makes it super easy for you to build highly interactive survey forms.

WPForms also includes conditional logic, which means you can personalize your survey questions based on user input in one of the previous fields.

Add conditional logic to survey form

Once you have created the form, you need to click the ‘Save’ button to store your form settings.

Next, you can go to the Settings tab and select Confirmations in the WPForms form builder.

Edit survey form confirmation settings

Here, you can choose whether to show a message, page, or redirect users to a URL when they submit the survey form.

Besides that, WPForms also lets you edit the notification settings, so you get email alerts when a user fills out your survey.

Edit notification settings

You can now click on the close button to exit the form builder.

Adding The Survey Form to Your WordPress Website

WPForms makes it very simple to add your forms anywhere on your website. You can easily add your survey form to any WordPress post, page, custom post type, or sidebar.

It gives an option in the form builder to embed the form in a new or existing page. Simply click the ‘Embed’ button at the top.

Embed your survey form

Next, a popup window will open, where you can select whether you’d like to create a new page or select an existing page.

We’ll choose the ‘Create New Page’ for this tutorial.

Embed a form in page

In the next step, you’ll need to enter a name for your new page.

After naming your survey form page, click the ‘Let’s Go’ button.

Enter name for your new page

The plugin will now embed your survey form on the new page.

Alternatively, you can add a WPForms block in the content editor and select your survey form from the dropdown menu.

Add a WPForms block in wordpress

You will now see the form added to the content editor.

Once you are done editing, go ahead and publish it. You can visit your website to see your survey form live in action.

Survey form preview

WPForms also allows you to easily add your survey form to any sidebar or widget-ready area.

Simply head over to the Appearance » Widgets page in your WordPress admin area and add a WPForms widget block to any sidebar.

Add WPForms widget block

In the widget settings, select the survey form you created earlier from the dropdown menu, and don’t forget to click on the ‘Update’ button to store your changes.

You can now visit your website to see your survey form displayed in the sidebar.

View survey form in sidebar

Viewing Your Survey Form Results

WPForms shows survey results in beautiful charts and graphs. You can also print survey results and export them to your favorite spreadsheet software.

To view your survey results, you need to visit WPForms » All Forms page and click on the ‘Survey Results’ link below your survey form.

Click on survey results

On the results page, you will see your survey responses displayed in an interactive chart and tables.

You can export responses to a single question and the entire survey.

Export survey results

On the top, you will see options to switch to different chart types and export options.

You can save individual survey results in JPEG, PDF, and Print formats to easily share them on presentation slides, blog posts, or social media.

Convert Any Form into a Survey

WPForms also allows you to make any form into a survey form and display past results as a survey. You can even select specific form fields you want to be treated as survey fields.

This is particularly useful if you want to gather data through other forms like a contact form, user registration, or newsletter sign-up form.

To convert an existing WPForms form into a survey, simply edit the form in WPForms and go to the Settings » Surveys and Polls section. You need to check the box next to the ‘Enable Survey Reporting’ option and save your changes.

Enable survey reporting option

To enable survey reporting for an individual form field, simply edit the form and click on the field you want to enable.

Under the ‘Field Options’ section on your left side, you need to click on Advanced options and check the ‘Enable Survey Reporting’ option.

Enable survey reporting option for individual fields

We hope this article helped you learn how to easily create and add beautiful survey forms in WordPress. You may also want to see our beginner’s guide on how to track user engagement in WordPress and the ultimate WordPress SEO guide.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a Survey in WordPress (with Beautiful Reports) first appeared on WPBeginner.



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