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how to create a survey on WordPress

How to Create a Survey on WordPress for Better Customer Feedback

Written By: author image Stacey Corrin
author image Stacey Corrin
Stacey has been writing about WordPress and digital marketing for over 10 years and on other topics for much longer. Alongside this, she's fascinated with web design, user experience, and SEO.
     Reviewed By: John Turner
reviewer image John Turner
John Turner is the co-founder of RafflePress. He has over 20+ years of business and development experience and his plugins have been downloaded over 25 million times.

Want to know how to create a survey on WordPress for better customer feedback?

A WordPress survey plugin helps you embed a survey on a web page, allowing you to ask visitors questions. With that information, you can make data-driven decisions to help grow your business on the internet.

This article will show you how to create a feedback survey in WordPress step-by-step.

First, let’s explore the benefits of creating online surveys in WordPress and why you need a powerful survey tool.

Why Create a Survey on WordPress?

Creating an online survey on your WordPress website is an easy way to gather feedback directly from your target audience. This enables you to solve any problems your site visitors 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 and Survey Monkey, using a survey plugin to embed questionnaires in WordPress keeps website visitors right where you want them – on your website. 

That way, they’re more likely to interact more with your website, complete your survey, and 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 safely and anonymously. This makes their feedback more honest and valuable. Ensure you follow up with survey respondents to address their queries.
  • Stay Impartial: Instead of basing crucial business decisions on gut feelings, use a survey with many question types to collect responses and 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 after entering on your giveaway landing page, 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 a Survey on WordPress Step-by-Step

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.

It has over 5 million users, and easy and powerful features, including:

  • WordPress form templates
  • Smart conditional logic
  • Survey forms
  • Multi-page forms
  • File uploads
  • Marketing integrations
  • and More.

Follow the steps below to create a survey on 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 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 various 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 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 desktop and mobile devices due to its mobile-friendly design.

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

For this guide, choose the Survey Form Template.

how to create a survey on WordPress with a survey form template

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 form’s 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 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 of 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

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

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.

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

Afterward, 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

You can change your form name and description in the General Settings section, customize the submit button CSS 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 HTML 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 WordPress editor’s plus (+) icon 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, previewing 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 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 from inside WordPress.

Did you know you can get more data about file uploads with MonsterInsights, the best Google Analytics plugin for WordPress? For more details, check out our MonsterInsights review.

And there you have it!

We hope this article helped you learn how to create a survey on WordPress. 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.

author avatar
Stacey Corrin Writer
Stacey has been writing about WordPress and digital marketing for over 10 years and on other topics for much longer. Alongside this, she's fascinated with web design, user experience, and SEO.

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