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How to Add a Survey to Your Website for Better Customer Feedback

Last Updated on November 13, 2020 by Stacey Corrin

Are you looking for an easy way to collect customer feedback on your WordPress website?

With a WordPress survey plugin, you can find answers to questions you have for your site visitors. With that information, you can make data-driven decisions to help grow your business on the internet.

In this article, we answer the question of “how to add a survey to my website” and show you how to add functional online surveys to WordPress with a powerful plugin.

First, let’s explore the benefits of using online surveys in WordPress.

Why Create an Online Survey with a WordPress Plugin?

Creating an online survey on your website is an easy way to gather feedback directly from your target audience. This enables you to solve any problems they face, fix things about your business they don’t like and provide more of what they love.

While there are many online alternatives to Google Forms, using a plugin to embed a survey in WordPress keeps users right where you want them – on your own website. 

That way, they’re more likely to interact more with your website, finish completing your survey, and even browse your products or services.

You might also want to create a survey on your website to:

  • Start a Conversation: If you ask the right questions, you can start meaningful talks about topics important to your brand and industry.
  • Collect Feedback: Surveys allow people to offer their opinions and concerns in a safe, anonymous way. This makes their feedback more honest and valuable.
  • Stay Impartial: Instead of basing crucial business decisions on gut feelings, use a survey to get impartial market research from your visitors to make improvements.
  • Compliment a Giveaway: Combining your survey with an online contest can improve your survey form completion rates. Since there’s a chance to win a prize upon completion, more people are likely to follow through and provide more survey responses.
  • Monitor Trends: If you conduct a survey with the same questions repeatedly over time, you can see how visitors’ opinions, needs, and attitudes change. This can help your business adapt to evolving trends.
WordPress survey

Bottom Line: Adding a survey to your website is an inexpensive, flexible, and more reliable way to get the feedback you need to improve your business. Plus, when you use the Surveys and Polls addon for the WPForms plugin, they’re easy to set up and run.

Why not check out our detailed WPForms review for more details.

We’ll look at how to do that next.

How to Create Online Survey in WordPress

If you’ve ever wondered, “how do I create a survey form in WordPress?” you’re in the right place. Below we share detailed steps to create an online WordPress survey using WPForms, the most beginner-friendly drag and drop form builder for WordPress.

1. Create a New Form in WordPress

The first step in creating an online survey is to install and activate the WPForms plugin. If you need some help with that, you can follow this step-by-step guide to install a WordPress plugin.

After that, you need to install the WPForms Surveys and Polls addon to use the plugin as your survey software.

To activate the addon, navigate to WPForms » Addons from your WordPress admin area. Then find the addon called Surveys and Polls Addon.

Click Install Addon, then click Activate.

Install and activate the WPForms surveys and polls addon

With the addon activated, you’re ready to create a new form.

WPForms comes with a range of contact form templates and form fields that allow you to customize your survey form. For instance, you could create a donation form with star ratings, a registration form with a Likert scale, and more.

For this guide, we’ll create a survey specific WordPress form which comes with everything you need to run an online survey in an easy-to-use package, including multiple-choice questions.

More importantly, your survey will look great on both desktop and mobile devices due to its mobile-friendly design.

To get started, go to WPForms » Add New. This reveals a page where you can give your form a name and choose a form template.

For this guide, choose the Survey Form Template.

Choose the survey form template to add a survey to your website

WPForms will now create your form and show it in the visual form builder.

WordPress survey form builder

By default, your form has the following fields:

  • Name
  • Email address
  • Star rating
  • Likert scale
  • Paragraph text

This offers a great place to start with the ability to customize the design and questions based on the kind of information you need.

2. Customize the Survey Form Rating Field

Adding extra fields to your form is easy. Just drag them from the left-hand panel and drop them onto your form in the right-hand panel. Then click the field to edit the contents. 

If you like, you can re-arrange form fields by clicking and dragging them to your preferred position.

Let’s take a closer look at editing fields by customizing your forms Rating field.

First, click the rating field on your form to open the customization options in the left-hand panel. Here you can change the label and give it a description that tells respondents why you need their rating.

Customize the rating field for your survey form

You can then choose the rating scale from between 2 to 10 using the dropdown menu and mark the rating as required.

Clicking the Advanced Options heading allows you to:

  • Change the rating icon to a heart, thumb, or smiley face.
  • Choose between a small, medium, or large icon size.
  • Select a custom icon color.
Change the icon type, size, and color for your survey rating field.

Now let’s explore how to customize your form’s Likert scale field.

3. Edit the Survey Form Likert Scale

Customizing the Likert scale on your survey form is similar to the rating field. Just click the field in the form builder to show the customization options in the left-hand panel.

Likert scale customization settings for WordPress surveys

In the customization panel, you can make the following changes:

  • Edit the field label to describe what you’re measuring.
  • Customize the row options, which are the survey questions you’re asking your visitors.
  • Change the column options, which are the responses visitors have to choose from.
  • Enter a description to provide more information respondents can reference.

For more help, see the WPForms documentation on customizing the Likert scale field.

To take your customer satisfaction survey to the next level, you can use the Net Promoter Score (NPS) field to create a Net Promoter Score survey in WordPress.

A Net Promoter Score is a loyalty and satisfaction measurement taken from how likely customers are to recommend your products or services on a scale of 0-10. You can then use the results as a prediction of your business growth.

When you’re happy with your WordPress form customizations, click the Save button.

4. Enable Reporting for Online Surveys

To collect real-time results when users complete your form, you need to enable form reporting in your settings.

Click the Settings tab in your form builder, then click the Surveys and Polls heading. Now, click the Enable Form Reporting checkbox to enable sitewide survey reporting.

Enable survey reporting for your WordPress survey form

WPForms can now collect survey results data for all your website’s forms with the following fields:

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

If you used the Survey Form template as we did earlier, this setting is enabled by default. Yet, if you use a different template, you’ll need to enable it manually.

That said, if you don’t want to enable reporting for every form on your website, unclick the Enable Survey Reporting checkbox.

After that, return to your form editor and click the specific field you’d like to enable reporting for. Then under the Advanced Settings heading, tick the Enable Survey Reporting checkbox.

Enable survey reporting for only individual form fields

Now WPForms will only collect survey results for that particular form field. Repeat this process for each field you wish to gather results for and remember to click Save when you’re done.

5. Configure the Survey Form Settings

Your WordPress survey form has 3 different settings for you to configure, which we’ll detail below.

General Settings

General settings for WordPress survey forms

In the General Settings section, you can change your form name and description, customize the submit button, and enable anti-spam features. You can also disable storing entry information in WordPress to help your site comply with GDPR.

Notification Settings

WordPress survey form notification settings

In this area, you can enable or disable form notifications. This allows WPForms to send you an email whenever someone submits a survey on your WordPress website. If you use Smart Tags, you can also send an email to users to confirm you received their form. You can learn more about smart tags in the documentation.

Confirmation Settings

WordPress survey confirmation settings

After users complete your survey, you can show them a confirmation message to reassure them it went through. If you prefer, you can send users to another page on your website like a thank you page or redirect them to a different website altogether.

Don’t forget to click Save after configuring your survey form settings.

6. Add Your Survey Form to WordPress

WPForms offers a variety of ways to embed a survey on your website. You can embed it in a WordPress post or page using the block editor, or even in your sidebar using the WPForms WordPress widget.

The most popular place to embed a survey form is on a new page, so let’s look at how to do that.

First, create a new page in WordPress and give it a page title. Next, click the plus (+) icon in the WordPress editor to add a new content block.

Add the WPForms content block to embed a survey in WordPress

Scroll down to the widgets section and click the WPForms WordPress block to add it to the editor.

Next, click the dropdown menu inside the WPForms block and select the survey form you recently created. 

Choose your survey form from the dropdown menu

Your survey form will now appear inside the WordPress page editor, giving you a preview of how it will look.

Your survey form is now embedded in your WordPress page.

Now all that’s left is to publish your page and see how it looks live on your website.

WordPress survey form example

Congrats! You now know how to add a survey to your WordPress website. Now let’s explore how to view your survey results.

7. Generate Your Survey Form Reports

As soon as users start completing your survey, it’s easy to see the collected data with reports.

To generate a report, go to WPForms » All Forms and hover your mouse over the form to display the options. Then, go ahead and click the Survey Results link.

view your WordPress survey results

WPForms will show results for each form field that you enable reporting for.

With the rating field report, you can view your results as a bar, pie, or line chart:

WordPress survey reporting

And here’s what your Likert scale survey report might look like:

Likert scale survey report in WordPress

It’s also possible to export your survey results as a CSV file or print them right from inside WordPress.

And there you have it!

We hope this article helped you learn how to add a survey to your website. All that’s left is to gather better customer feedback with your forms and use that data to improve and drive your business growth.

To discover even more great tools for your website, check out this list of the best WordPress plugins to grow your business.

Don’t forget to follow us on YouTube, Twitter, and Facebook for more great tips and tutorials.

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