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how to add a survey to my webiste

How To Add A Survey To Your WordPress Website (Step by Step) 

Want to know how to add a survey to your website?

Website survey forms are the best way to collect information from your audience. This can help you address their needs and serve them better while growing your business.

There are several ways to embed survey questions on your website. For instance, google forms and surveys and popups, or iframe embeds.

This article will show you how to create a survey form in WordPress with WPForm’s surveys and polls addon step-by-step.

Video Tutorial

But, first, why use online surveys in WordPress anyway?

Why Add a Survey to Your Website?

Surveys are a great way to collect important information about your business from your website visitors.

It can help you fix why your customers might be unhappy. That way, you can offer more of what they like and create a better experience.

Examples of some surveys you can put on your web page might be to:

  • Start a Conversation. Asking the right questions on your survey form could begin a discussion with your audience about topics important to your industry.
  • Prioritize Issues. It’s easy to make decisions based on gut feelings. But with a survey, you can get objective information from site visitors. This helps to make data-driven decisions to improve your sales and business.
  • Collect Feedback. Customer feedback surveys and questionnaires offer a way for visitors to give you their honest opinions safely and anonymously. You can then follow up with them to improve your business.

Online surveys are cheaper to run than traditional market research. They’re also flexible, letting you ask questions in any way you want, and you can add them as a popup survey or a static form and many other formats.

Now that you know the importance of online surveys, let’s look at creating a survey form in WordPress.

How to Add a Survey to Your WordPress Website

You’re likely wondering, “how do I put a survey on my website?” The easiest way to create a survey form in WordPress is to use a form builder plugin like Gravity Forms or Formidable Forms.

While these are great survey tools, we will be using the best WordPress plugin for building survey forms, WPForms. It’s a top-rated form plugin for WordPress with over 8,000 5-star reviews.

WPForms includes various powerful features, including conditional logic, file uploads, hundreds of templates, and many integrations with popular apps and services.

Why not check out this in-depth WPForms review for the full details.

Here are the steps for adding a survey to your website and creating a survey form in WordPress.

Step 1: Download the WPForms WordPress Plugin

The first thing to do is to download and install the WPForms plugin. You’ll need to get the Pro version to unlock the WPForms Surveys and Polls feature, which isn’t available in the free version.

How to add a survey to your website with WPForms

Once you’ve completed your purchase, here’s where you can download the plugin in your WPForms account.

preview of the WPForms account area

Click View License Key, Details, and Downloads to see the download area.

Download WPForms from your account area

Next, you’ll need to log in to your WordPress site, go to Plugins » Add New from your WordPress admin area, and upload the WPForms plugin. If you’re not familiar with getting around WordPress, here’s a Beginners Guide to the WordPress Backend.

Once you’ve uploaded the plugin to WordPress, click Install Now and Activate.

Install WPForms and activate the plugin

Now click Addons under the WPForms admin toolbar. This shows a list of available addons for your plan. Locate the Surveys and Polls Addon.

click to activate the surveys and polls addon in your WPForms WordPress admin area

Click Install Addon, and Activate it to use this addon to create polls and surveys in WordPress.

Step 2: Create a New Form

Now you’ll need to create a survey form.

With WPForms, you can use any survey form template available and add your own survey questions.

But, to keep things simple, today, we’ll use a form explicitly made for adding a survey to your website. You can even add multiple choice questions and net promoter score (NPS) surveys.

Go to WPForms » Add New and choose the Survey Form template.

click the survey form template to create a new WordPress form

WPForms will then create a survey form for you.

Preview of a WPForms new survey form from the survey form template

Your survey form template will automatically have the following fields:

This is an excellent place to start with your WordPress survey. But, if you like, you can easily customize things to suit your specific questions.

Step 3: Customize the Survey Form Template

Adding extra survey fields to your form is easy. Drag them from the left-hand panel onto your form.

Clicking the survey form field lets you make changes. And dragging it allows you to re-order the fields in any way you’d like and see the changes in real-time.

Customizing your form’s Rating Field is pretty easy too.

To begin, click on the Rating Field. In the left-hand panel, you’ll see the information you can change, which includes:

  • Changing the label.
  • Adding a description.
  • Choosing a satisfaction scale between 2 and 10.
  • Making certain answers required.
Preview of changing the rating field options in a WPForms survey form

The Advanced Options let you change the icon type, size, and color. You can even add CSS classes for more customization and a better browsing experience.

Additionally, you can customize the Likert Scale in the same way. Likert scales register how satisfied someone is with your product or service. They typically have a moderate or neutral opinion on the survey scale, which users can select by clicking the radio buttons.

By clicking on this survey field, you can:

  • Change the label to better describe what you’re measuring.
  • Add, remove, and edit the labels of rows on your scale.
  • Change the column options, which are the responses your visitors can choose.
  • Provide a description to give visitors more information.
Preview of editing the likert scale in a WPForms survey form

When you’re happy with your form details and settings, click Save.

Step 4: Enable Survey Reporting

To receive and view the results from your survey, you need to enable the survey reporting option.

By default, survey reporting is enabled automatically for Survey Forms. But, if you decide to use a different form template, you’ll need to ensure you enable this option.

You can do this by clicking on Settings » Surveys and Polls. Then click the Enable Survey Reporting checkbox.

enable the survey reporting settings in WPForms

WPForms will automatically generate beautiful reports and graphs to analyze your survey data when you check this option.

What if you’re asking a simple question in a larger form? And what if you don’t need a report for everything in your survey? With WPForms, it’s easy to only enable survey reporting for specific fields instead of the whole form.

To only get reports on specific fields, uncheck the Enable Survey Reporting box in your form settings. Next, go back to your form editor, and click the form field you’d like reports for. 

Under the Advanced Options, check the Enable Survey Reporting box. Only survey results for that field will be collected.

enable survey reporting only for specific fields in WPForms

Follow the same steps for every field on your form that you’d like to enable reporting for.

Step 5: Configure the Settings of Your Survey

Your survey form will have the following 3 settings for you to set up:

  1. General. This is where you can change the form name, description, submit button, and enable anti-spam features. You can also disable storing user details in order to comply with GDPR.
  2. Notifications. Here you can set up email alerts whenever someone fills in a survey on your site. Simply enter your details and toggle notifications on or off.
  3. Confirmations. Whenever survey respondents complete a survey, you can show them a message or send them to another page on your website. Choose your confirmation type, enter the message, page, or URL you’d like to send visitors to and click Add New Confirmation.

Once you’ve finished setting up your form, you’re ready to publish it in the next step.

Step 6: Add Your Survey Form to WordPress

Now you’re ready to add your online survey form to your website.

With WPForms, you can post a survey anywhere on your WordPress site. This includes the ability to embed your survey into a post, create a dedicated form landing page, or display one in your sidebar.

Embedding a survey is one of the most common options and doesn’t require using any HTML or iFrame code.

Want to know how to put a form on your website? Follow the instructions below.

To add an embedded survey form in a WordPress post, page, or post type, you should visit the post edit screen and click the Plus (+) icon to add a new content block.

In the search box, type in WPForms to reveal the WPForms Block. Click the block to add it to your post.

Embed a form into WordPress by using the WPForms Gutenberg block

The WPForms widget will appear inside your block, letting you select your form from a dropdown list. This is much easier than having to copy and paste the embed code.

adding a survey from to WordPress using the WPForms Gutenberg block

Select your survey from the dropdown list, then publish your post. Doing this allows your form to appear on your website.

Here’s the survey form example we made:

survey form example on a live WordPress site.

Step 7: Generate Your Survey Reports

One of the best features of the WPForms Surveys and Polls Addon is reporting. Once people fill out their forms, you’ll be able to see any data collected.

To create your first survey report, head to WPForms » All Forms. Then hover your cursor over the form you’d like a report for to view the options.

Now click Survey Results.

click survey results to view the results of your survey

Your survey results will show data for all fields you enabled reporting for.

Here’s an example of how your rating results might look.

example of rating results report from a WPForms survey

You can even change how your graphs display by selecting either bar chart, pie chart, or line chart.

example of a WPForms pie chart using the survey forms reporting tool

And here’s how the results from the Likert Scale would look.

example of likert scale results using the WPForms surveys and polls addon

You can export your survey results by clicking Download Export (CSV), generating a printable PDF, or even saving each question as an image to share on a blog post, social media, or in a presentation.

Convert Any Form into a Survey Form

With WPForms, you can also turn any form into an online survey and show past results as a survey. It’s also easy to choose specific form fields you want to treat as survey fields.

This can be helpful if you wish to collect data through other forms like contact forms, registrations forms, and newsletter subscription forms.

To turn existing WPForms forms into surveys, edit the form using the WPForms editor and navigate to the Settings » Surveys and Polls section. Then click the checkbox next to the Enable Survey Reporting option and save your changes.

Enable survey reporting for existing WPForm forms

5 Tips For Better Survey Results

Now that you know how to add surveys to your WordPress website, here are a few tips to boost its performance:

  1. Use incentives like giveaways, discounts, and coupons to encourge people to fill in your survey
  2. People don’t like long, complicated surveys, so keep yours short
  3. Avoid question types that are biased as they can provide innaccurate resutls
  4. Use language that your target audience understands and avoid technical jargon
  5. Test your survey on co workers and a few other users before sending to iron out issues
  6. Use Google Analytics to measure your results and learn what works best

Congratulations!

We hope this tutorial helped you learn how to add a survey to your website and view survey responses in a way that’s easy to understand.

Even better, you can use it to boost your customers’ satisfaction and ultimately improve the performance of your business. All that’s left is to collect responses and make those all-important decisions.

While you’re in the process of making improvements, why not check out our guide on digital marketing statistics and trends to help you make even better decisions.

What are you waiting for? Get started with the most user-friendly way to create a survey on your WordPress website today. If you’d like more options, see our showcase of the best WordPress survey plugins here.

Alternatively, you can check out these guides on How to Create an Online Order Form in WordPress and How to Create a Typeform-Style Form in WordPress.

And if you liked this article, don’t forget to follow us on Facebook and Twitter.

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