How To Install The Best Survey Software [WPForms] on your WordPress Website?
Do you want to create a survey for your business right within your WordPress website?
Surveys actually help you gather valuable information that allows you to make decisions that’s based on data.
In this blog post, I’ll show you how to easily install and create a survey right within your WordPress website and generate beautiful reports.
Choosing The Best Survey Tool for WordPress
Actually there are many online services that allow you to create survey forms and embed them in WordPress. But the only downside of these survey forms is that the data is stored on their own third-party servers, and so you have limited customization options.
This means you don’t have control to the data. Meaning they own all the data and when you increase the volume of survey increases, so will your plan increase on their platform.
The bummer is that some of these forms are also limited to the number of responses you can collect. So, you’ll have to pay extra to get more responses and usually these services have high monthly costs (As mentioned before).
Wouldn’t it be awesome if you could run surveys on your own website without relying on third-party services?
They recently announced a powerful new WordPress surveys and polls addon that you can use to easily create survey forms on your website. If that’s cool, let’s move ahead and go further.
With WPForms survey feature, you’ll be able to do the following:
- It has a Powerful drag and drop form builder to create surveys.
- Smart survey fields like Rating, Likert Scale, and more.
- Conditional logic to personalize survey fields based on user input.
- Interactive survey reports with bars, graphs, charts, and tables.
- Ability to export survey graphs as JPEG, PDF, or Print Formats.
- Export survey results as CSV to use elsewhere.
With all the above features taken into consideration, let’s take a look at how to easily create and add survey in your WordPress website.
Disclosure: WPForms is one of the premium WordPress plugins that’s the best in the market to help you solve most of your WordPress Problems.
Creating a Survey in WordPress
Before we think about creating a survey, the very first thing you need to do is install and activate the WPForms plugin.
You need to install WPForms plugin. In order to install it, go to your WordPress Dashboard > Plugins > Add New. Upload your plugin and activate it. Now you’re good to go.
In order to create surveys you need their Addon. WPForms surveys and polls addon is part of their Pro plan. You can use the WPForms coupon to get 10% OFF on all WPForms licenses.
Once the plugin is activated, you need to go to WPForms > Settings page to enter your license keys. You can find this information under your account on the WPForms website.
Refer the image below to get an idea of what we mean.
Now your next step will be to visit the WPForms > Addons page and scroll down to the Surveys and Polls addon. You need to click on the Install addon button to install the survey addon. Once the addon is installed, you’ll have to click on the ‘Activate’ button to start using this survey addon.
Without this step, you’ll not be able to create surveys within your WordPress website.
(Check the images below for reference).
Now that you are ready to create a survey form, let’s create your first survey form.
Within your dashboard, go to WPForms > Add New page to create a new form. This will launch the WPForms’ drag and drop form builder interface right there.
Your first step is to create a title for your survey form and then click on the Survey Form template.
This will load up a bunch of sample customer feedback form templates with several fields already added into the form.
You can choose to use them or create your own.
After you’ve loaded your desired template, you can just click to edit any field, rearrange them with drag and drop, or remove them from the form. You can also add new form fields from the left column.
It’s all drag and drop so it must be pretty easy to do this.
One good thing about WPForms is that it supports all commonly used form fields including drop down, radio buttons, checkboxes, like scale, text input, rating scale, and many more. This makes it super easy for you to build highly interactive survey forms.
Also, WPForms includes conditional logic which means you can personalize your survey questions based on the user input in one of the previous fields.
Once you have created the form, you need to click on the save button to store your form settings. You can now click on the close button to exit the form builder.
This is how you create your survey forms within your WordPress website using WPForms.
Adding The Survey Form in Your WordPress Website
What’s good about WPForms is that it makes it very easy to add the forms that you’ve created anywhere within your website. You can easily add your survey form on any WordPress post, page, custom post type, or even your sidebar.
So, to add the survey form on a WordPress post, page, or post type, you need to visit the post edit screen and click on the ‘Add Form’ button. That’s how you do it.
Check the image below to understand.
This will open up a popup where you can select the survey form you had created earlier and click on the insert form button to add them to your website.
You will also be able to see the form shortcode added into the post editor. You can use this shortcode to add them to any other place on your website.
Once you are done editing the post, you can publish it. You can visit your website to see your survey form live on your website.
This is ready to collect your survey results that you’re expecting from your users or customers.
Below is the image of it live, how it would look like on your website.
WPForms also allows you to add the survey form on the sidebars of your website.
If you’d like to add it there, head over to your wordpress dashboard and click on Appearance > Widgets page in your WordPress admin area and then drag the WPForms widget to any sidebar.
Mostly it will be the primary sidebar that’s within your WordPress website.
(Check the image below for your reference).
Now, in the widget settings, select the survey form that you had created and don’t forget to click on the save button to save the changes.
Once this is done, you’ll see the survey on the sidebar.
You can now visit your website to see your survey form displayed in the sidebar.
(Below is an example of the survey on the sidebar of a WordPress Website).
Viewing Your Survey Form Results
Now that you’ve collected a lot of user responses you’d like to view your survey form’s results. WPForms allows you to view your survey results in beautiful charts and graphs. You can also print the survey results and export them to use in your favorite spreadsheet software if you like.
In order to view your survey results, you need to go to your wordpress dashboard and click on WPForms > All Forms page and click on the ‘Survey Results’ link below your survey form.
(Below is the image on where you’d find it).
Now that you’re on the results page, you’ll be able to see the survey’s responses displayed in an interactive chart and table. You can choose to export these responses to a single question, as well as you can pull out the entire survey.
Below is an image for your understanding.
Convert Any Form into a Survey
Now another exciting thing is, WPForms allows you to make any form into a survey form and display past results as a survey. You can even select specific form fields that you want to be treated as survey fields.
It goes more advanced because it is capable of advanced user requirements if you have one.
This kind of thing can be useful if you want to gather data through other forms like a contact form, user registration, or newsletter sign up forms.
Now, to convert an existing WPForms form into a survey, you’ll have to edit the form in WPForms and go to Settings > Surveys and Polls section. You’ll have to check the box next to ‘Enable Survey Reporting’ option and save the changes.
Check the image below to understand.
In order to enable survey reporting for individual form field, click on to edit the form and then click on the field that you want to enable.
The image below will help you understand.
Under the ‘Field Options’ section on your left side, you need to click on the Advanced Options and check ‘Enable Survey Reporting’ option.
That’s how you do it.
I hope you liked this complete tutorial on how to install the best survey software WPForms on your WordPress website and create your first survey form.
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