More than ten years ago, we began utilizing surveys at CanadaCreate to gain insights into what our readers truly desired. This approach allowed us to concentrate on the most relevant topics and produce more valuable content.
In those early days, we tried various methods – from expensive survey platforms to basic contact forms. Through experimentation, we discovered the most effective WordPress survey tools: user-friendly, mobile-responsive, and optimized for increasing response rates.
Our top choice for creating comprehensive in-page surveys and polls is WPForms. For quick and engaging survey popups, the UserFeedback plugin is a fantastic alternative.
In this guide, we will demonstrate two methods to create a survey in WordPress. Whether you’re collecting feedback, conducting research, or simply aiming to better understand your audience, you’ll be able to get started in just a few minutes. 🧑💻
Why Should You Create a Survey in WordPress?
Creating a survey in WordPress enables you to gather valuable feedback and insights from your visitors, helping you understand their interests and make informed decisions for your website.
Surveys can be utilized in various ways. For instance, you can discover which features your customers want next in your products or identify ways to enhance their user experience.
If you have a WordPress blog, conducting surveys can help you collect valuable feedback on your articles. You can ask your readers whether the content was useful and what topics they would like to see covered in the future.
Online surveys can also be beneficial for internal purposes within WordPress, such as obtaining feedback from your team. For example, implementing an employee engagement survey can provide insights into their concerns and highlight opportunities for team improvement.
Let’s explore some effective WordPress survey tools to help you get started.
Selecting the Ideal Survey Tool for WordPress
Numerous online platforms enable you to create survey forms and integrate them into your WordPress site. However, a drawback of these forms is that the data is stored on external servers, limiting your customization options.
Additionally, these services often impose restrictions on the number of responses you can gather. They may also require extra payments to access more features or increase response limits, leading to potentially high monthly expenses.
A more effective approach is to conduct surveys directlyon your own WordPress site, instead of depending on third-party services.
WPForms – The Best Choice for Creating Various Types of WordPress Forms
WPForms is the leading WordPress form builder plugin, trusted by over 6 million websites. It features an intuitive drag-and-drop interface and advanced survey fields like Ratings and Likert Scales.
We utilize WPForms for our annual reader surveys, and it has consistently delivered excellent results. Discover its full potential in our comprehensive WPForms review.
Next, there’s WPForms AI, which allows you to create forms in an instant. Simply provide a brief description of the form you need, and the AI will generate it for you without any manual configuration.
Another valuable feature is AI Choices, which can automatically create options for multiple-choice questions, radio buttons, dropdown menus, and checklists.
WPForms also includes conditional logic to tailor questions based on user responses, along with engaging survey reports that display data through charts, graphs, and tables.
Additionally, you can export survey charts in JPEG, PDF, or print formats, and download survey results as CSV files for further use.
UserFeedback – Ideal for Crafting Quick Survey Popups
Another excellent option for creating surveys in WordPress is the UserFeedback plugin, recognized as the top user survey and feedback tool for WordPress.
UserFeedback offers all the essential features you need, such as various question types, ready-to-use question templates, integrated reporting, and more. Additionally, you can create an unlimited number of surveys and gather unlimited responses.
We utilized UserFeedback to design interactive surveys that provided us with valuable insights into our web design clients’ preferences. The platform was user-friendly and effectively met our objectives. Be sure to read our comprehensive UserFeedback review for more information about the plugin.
Let’s explore how to create and integrate surveys into your WordPress website:
- Step 1: Creating a Survey in WordPress using WPForms (Recommended)
- How to Create Your First Survey Form in WPForms
- Integrating the Survey Form into Your WordPress Website
- How to View Your Survey Form Results
- Pro Tip: Transform Any Form into a Survey
- Step 2: Creating a Survey in WordPress with UserFeedback (Interactive Popup)
- Modifying Your Survey in the UserFeedback Dashboard
- Launching Your UserFeedback Survey
- Bonus Tip: Monitor and Minimize Form Abandonment in WordPress
- Frequently Asked Questions: Creating Survey Forms in WordPress
- Additional Resources to Enhance Your WordPress Forms and Surveys
Step 1: Creating a Survey in WordPress using WPForms (Recommended)
To begin, create an account on WPForms. Visit the WPForms website and click the ‘Get WPForms Now’ button to get started.
Next, choose a plan and follow the on-screen instructions to complete your purchase.
📌 Important Note:The WPForms surveys and polls add-on is included in their Pro plan. CanadaCreate users can take advantage of our WPForms coupon for 50% OFF on all WPForms licenses.
However, there is a free version of WPForms available to help you get started.
After completing your registration, you will be directed to your WPForms dashboard, where you can find your license key. Make sure to copy this key, as it will be needed in the next step.
Once you have your license key, install and activate the WPForms plugin. To do this, navigate to Plugins »Add New Plugin in your WordPress admin panel.
On the following screen, use the search bar to locate the WPForms plugin quickly.
Click the ‘Install Now’ button, and then select ‘Activate’ when it appears.
For further guidance, refer to our detailed step-by-step guide on how to install a WordPress plugin.
After activating the plugin, navigate to WPForms » SettingsVisit this page to enter your license key, which you can find in your WPForms account.
Next, click the ‘Verify Key’ button.
After that, navigate to the WPForms » Addons page and scroll down to find the Surveys and Polls addon.
Click the ‘Install’ button to install and activate the survey addon.
Creating Your First Survey Form in WPForms
You are now ready to create your survey form.
Go to the WPForms » Add New page to start a new form. On the following screen, enter a title for your survey form.
Then, select how you want to build your form.
WPForms offers three main options:
- Blank Canvas – Start with a completely blank form, giving you full control to customize every field to meet your needs.
- Pre-Made Templates – Select from a collection of pre-designed templates for common forms such as surveys, feedback, or registration. These templates help you get started quickly and save time on design.
- WPForms AI – Utilize the built-in artificial intelligence tool to automatically generate a complete form for you.
To utilize the AI form builder, simply describe your requirements, such as ‘customer satisfaction survey.’ WPForms AI will generate the form for you, complete with appropriate questions and field types.
For those new to the platform, we suggest starting with a pre-designed template. It offers a solid foundation that you can easily modify to suit your needs.
On the Setup page, you can use the search function to filter your template choices. Once you find a template you like, hover over it and click the ‘Use Template’ button.
In this instance, we will select the ‘Survey Form’ template.
This action will display a sample customer feedback form template that already includes several pre-set fields.
You can easily click to edit any field, rearrange them using drag and drop, or remove them from the form. Additionally, you can add new fields from the left column.
WPForms accommodates all popular form fields, such as dropdowns, radio buttons, checkboxes, Likert scales, text inputs, rating scales, and more. This makes it simple to create highly engaging survey forms.
WPForms also features conditional logic, allowing you to customize your survey questions based on the user’s responses to previous fields.
After creating your form, click the ‘Save’ button to save your form settings.
Then, navigate to the ‘Settings’ tab and choose ‘Confirmations’ in the WPForms form builder.
Here, you can decide whether to display a message, a page, or redirect users to a URL upon submitting the survey form.
Additionally, WPForms allows you to customize notification settings, ensuring you receive email alerts whenever a user completes your survey.
By default, WPForms sends email notifications to the site administrator. To add more recipients, simply separate their email addresses with commas.
For detailed instructions, refer to our guide on creating forms with multiple recipients.
If everything appears correct, click the ‘Save’ button to finalize your settings.
Integrating the Survey Form into Your WordPress Site
WPForms makes it easy to place your forms anywhere on your website. You can seamlessly add your survey form to any WordPress post, page, custom post type, or sidebar.
The form builder provides an option to embed the form in a new or existing page. Simply click the ‘Embed’ button at the top.
A popup window will appear, allowing you to choose whether to create a new page or select an existing one.
For this tutorial, we will select the ‘Create New Page’ option.
In the next step, please enter a name for your new page.
After naming your survey form page, click the ‘Let’s Go’ button.
The plugin will now integrate your survey form into the new page.
Alternatively, you can insert a WPForms block in the content editor and choose your survey form from the dropdown menu.
You will now see the form added within the content editor.
Once you finish editing, go ahead and publish it. You can then visit your website to see your survey form live.
Embedding your survey on a dedicated page is ideal for collecting detailed feedback.However,if you want to ask a question on every page of your site, a sidebar widget is a great solution.
To do this, simply navigate to the Appearance » Widgets section in your WordPress admin area and add a WPForms widget block to any sidebar.
In the widget settings, select the survey form you created earlier from the dropdown menu, and remember to click the ‘Update’ button to save your changes.
You can now visit your website to see your survey form displayed in the sidebar.
Viewing Your Survey Form Results
WPForms presents survey results using visually appealing charts and graphs. You can also print the results and export them to your preferred spreadsheet application.
To access your survey results, navigate to the WPForms » All Forms page and click on the ‘Survey Results’ link located beneath your survey form.
On the results page, your survey responses are displayed in interactive charts and tables.
You can export results for individual questions or the entire survey in JPEG, PDF, or print-friendly formats, making it easy to share in presentations, blog posts, or on social media.
That’s it — your survey form is ready. However, before you leave, we have one more valuable tip to consider below.
Pro Tip: Transform Any Form into a Survey
WPForms enables you to convert any form into a survey and showcase previous results as a survey. You can even choose specific form fields to function as survey fields.
This feature is especially beneficial if you want to collect data through other forms such as a contact form, user registration, or newsletter subscription form.
To convert an existing WPForms form into a survey, simply edit the form in WPForms and navigate to the Settings » Surveys and PollsIn this section, check the box next to ‘Enable Survey Reporting’ and save your changes.
To enable survey reporting for a specific field, simply select the field using the drag-and-drop form builder.
Next, navigate to the ‘Advanced’ tab and check the ‘Enable Survey Reporting’ option.
Method 2: Creating a Survey in WordPress with UserFeedback
First, create your UserFeedback account by clicking the ‘Get UserFeedback Now’ button on their website, selecting a plan, and completing the checkout process.
📌 Note:UserFeedback offers a free version to help you get started. However, the Pro version includes advanced features such as page-level targeting, additional question types, premium templates, and more.
Once set up, you will have access to your UserFeedback dashboard. Here, copy your license key to unlock all Pro features in the next step.
Now, let’s install and activate the UserFeedback plugin. From your WordPress dashboard, navigate to Plugins » Add New Plugin.
Next, use the search bar to find the UserFeedback plugin.
In the search results, click ‘Install Now’ and then select ‘Activate’ when it appears.
For detailed guidance, refer to our tutorial on installing a WordPress plugin.
Once the plugin is activated, the setup wizard will launch automatically. Click the ‘Start’ button to begin the setup process.
You will then be prompted to select the type of question you wish to ask your website visitors.
You can choose from several pre-written questions or create a custom question.
Don’t worry; you can modify your questions at any time.
After selecting or crafting your question, click the ‘Next Step’ button to proceed.
You will now have the option to enable specific UserFeedback features based on your license level.
Feel free to enable the features you desire or those permitted by your license level.
Next, click the ‘Next Step’ button located at the bottom of the page.
You can also provide the email address where you would like to receive the survey responses.
Additionally, you can check the boxes to allow UserFeedback to send you essential communications and assist the UserFeedback team in understanding users and their websites better. Then, click the ‘Next Step’ button to continue.
In the final step of the setup wizard, the features and add-ons you select will be installed.
Next, click the ‘Exit to dashboard’ button located at the bottom of the page.
Afterward, you can modify the survey settings.
Editing Your Survey in the UserFeedback Dashboard
From the UserFeedback dashboard, you can edit the survey you just created. Simply hover over your survey and click the ‘Edit’ link.
You can easily change the question type and title by clicking on them.
To add more questions to your survey, click the ‘Add Question’ button.
You can also create a personalized thank-you message and redirect users after they submit their responses.
Once you finish editing your survey questions, click the ‘Next Step’ button.
On the Settings page, you can further tailor your survey.
In the ‘Tracking’ section, you can enable Google Analytics tracking with MonsterInsights. This feature allows you to see how your surveys influence user behavior directly in your analytics reports.
Then, in the ‘Targeting’ section, you can choose which types of devices and pages you want your survey to be displayed on.
Scroll down to the ‘Behavior’ section to customize various settings.
- Display Timing – The moment the survey will be shown on the page
- Display Length – The frequency at which the survey will be presented to visitors
- Survey Run Time – The duration for which the survey will be visible on the specified pages
For instance, you could set your survey to appear 20 seconds after a visitor arrives on your pricing page, show it only once per visitor, and keep it running for two weeks to gather focused feedback during your campaign.
Additionally, you can choose to enable or disable the ‘Start Survey Minimized’ feature.
This option presents a less intrusive version of your survey instead of automatically opening the first question.
Once you have finished adjusting the settings, click the ‘Next Step’ button.
On the ‘Notifications’ page, you can activate conditional logic to send email notifications based on how visitors answer your questions.
After that, click the ‘Next Step’ button to proceed.
Publishing Your UserFeedback Survey
Finally, you have the option to schedule the survey to launch at a future date and time.
When you’re ready to launch your survey, simply click the ‘Save and Publish’ button.
Congratulations! You’ve successfully created a survey form.
Now, head over to your WordPress website to view your survey widget live and operational.
As responses start coming in, you can analyze them directly from your WordPress admin dashboard with user-friendly reports.
The survey results report provides insights into total responses, impressions, and additional details.
Pro Tip: Monitor and Minimize Form Abandonment in WordPress
Even with an optimally designed survey, some users may begin filling it out but not complete it. This phenomenon is known as form abandonment, which can impact feedback surveys, lead generation forms, and checkout processes.
By monitoring form abandonment, you can pinpoint where users are dropping off and implement changes to improve completion rates.
For instance, your form may be overly lengthy, confusing, or not optimized for mobile devices. Occasionally, fields may fail to load correctly, or users might simply become frustrated and leave.
The simplest way to track form abandonment in WordPress is through MonsterInsights. This is the leading Google Analytics plugin for WordPress, making it incredibly easy to monitor form performance directly from your WordPress dashboard.
We utilize MonsterInsights for various tracking functions on our website, including form tracking. It significantly aids in assessing form performance and identifying areas for enhancement.
Explore our comprehensive review of MonsterInsights to understand why we highly recommend it.
With the Forms addon, MonsterInsights can automatically identify your WordPress forms and display which ones experience the highest abandonment rates.
For a more detailed analysis, the Form Abandonment addon from WPForms allows you to view incomplete submissions. Additionally, you can access the information users entered before exiting the form.
To begin, refer to our detailed guide on how to track and minimize form abandonment in WordPress.
Frequently Asked Questions: Creating Survey Forms in WordPress
If you’re new to creating surveys in WordPress, you may have some questions. Here are answers to some of the most frequently asked ones:
Does WordPress offer survey functionality?
WordPress does not come with built-in survey features. However, you can easily implement surveys using plugins like WPForms and UserFeedback.
Is there a form builder available in WordPress?
Although WordPress does not include a built-in form builder, various contact form plugins such as WPForms, Formidable Forms, and Gravity Forms simplify the process of creating diverse forms, including surveys.
Is ChatGPT capable of creating surveys and quizzes?
ChatGPT can assist you in generating survey questions and quiz concepts. However, for seamless creation and publication of surveys on your website, you’ll need to utilize WordPress plugins or external tools.
What is the primary challenge when creating surveys in WordPress?
The main difficulty often lies in obtaining a sufficient number of responses. Selecting user-friendly plugins and keeping your surveys concise can significantly boost participation rates.
Additional Resources to Enhance Your WordPress Forms and Surveys
We hope this article has guided you in creating survey forms within WordPress.
For more information, explore these helpful guides:
- Essential User Experience Feedback Questions to Ask Your Website Visitors
- How to Personalize and Style Your WordPress Forms
- Strategies to Create More Engaging Forms in WordPress and Boost Conversions
- How to Resolve Issues with WordPress Forms (Troubleshooting Tips)
- Comprehensive Guide to Utilizing WordPress Forms
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