How to create a survey in WordPress (with beautiful reports)

Want to create a poll on your WordPress site?

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 certain ad campaign.

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

Choosing the best survey tool for WordPress

There are many online services that allow you to create survey forms and embed them on WordPress sites. The downside to 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 in 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 great if you could run surveys on your own site without relying on third-party services?

This is where WPForms comes in. It’s the best WordPress form builder on 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 query fields based on user input
  • Interactive survey reports with bars, graphs, charts and tables
  • Ability to export survey graphs in JPEG, PDF or print formats
  • Export survey results as CSV for use elsewhere

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

Creating Polls 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.

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

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

Entering WPForms license key

Next, you should visit WPForms » Plugins page and scroll down to the Polls & Surveys add-on.

Go ahead and click the Install add-on button to install and activate the survey add-on.

Install the polls and surveys plugin

Now you are ready to create a survey form.

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

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

Select a survey template

This will load the customer feedback form template with a few fields already added to it.

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

Drag and drop fields into your form

WPForms supports all commonly used form fields including dropdown, radio buttons, checkboxes, Likert scale, text input, rating scale and much more. This makes it very easy for you to create 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 the query form

After creating the form, you need to click the “Save” button to save the form settings.

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

Edit request form approval settings

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

Additionally, WPForms also allows you to edit notification settings so that you receive email notifications when a user completes your survey.

Edit notification settings

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

Adding a survey form to your WordPress site

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

The form builder allows you to place the form on a new or existing page. Just click the Embed button above.

Submit your inquiry form

A popup window will then open where you can choose whether you want to create a new page or select an existing page.

We will select “Create New Page” for this tutorial.

Place the form on the page

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

After naming your inquiry form page, click the ‘Let’s go’ button.

Enter a name for your new page

The app will now place your inquiry form on a new page.

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

Add WPForms block to wordpress

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

When you’re done editing, go ahead and publish it. You can visit your website to see your inquiry form live.

Preview the request form

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

Just go to Appearance » Widgets page in your WordPress admin area and add a WPForms widget block to any sidebar.

Add a WPForms widget block

In the widget settings, select the survey form you created earlier from the drop-down menu, and don’t forget to click the “Refresh” button to save your changes.

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

See the inquiry form in the sidebar

Viewing the results of your inquiry form

WPForms displays survey results with beautiful graphs and charts. You can also print the survey results and export them to your favorite spreadsheet software.

You need to visit to view the results of your survey WPForms » All Forms page and click on the “Survey Results” link below your survey form.

Click on survey results

On the results page, you’ll see the answers to your query displayed in an interactive table and charts.

You can export answers for a single question and the entire survey.

Export query results

At the top, you’ll see options to switch between different chart types and export options.

You can save individual survey results in JPEG, PDF, and Print formats for easy sharing in presentation slides, blog posts, or social media.

Turn any form into a survey

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

This is especially useful if you want to collect data through other forms, such as a contact form, user registration or newsletter signup form.

To convert an existing WPForms form to a survey, simply edit the form in WPForms and go to Settings » Polls and Surveys Section: You need to check the box next to the option “Enable survey reporting” and save your changes.

Enable survey reporting option

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

In the Field Options section on your left, you need to click on Advanced Options and check the Enable Query Reporting option.

Enable query reporting option for individual fields

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

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

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