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How to Create a Survey Form in WordPress? (9 Easy Steps)

Last Updated: 14 mins By: ThemeGrill Author

Want to know how to create a survey form in WordPress? Looks like you’ve landed in the right place.

Creating an online survey is a great way to learn more about the people who visit your website, read your blogs, or buy your services.

If you choose WordPress as your website builder, you’ll need survey plugins to create a survey form in WordPress.

So, how do you use them to make an online survey? No doubt that’s the question that brought you here in the first place.

However, before we dive into this how-to, here’s a brief introduction to survey forms.

What is a Survey Form?

A survey form is a type of form used to collect information about a particular demographic of people.

This information is then evaluated to come to a conclusion which helps to provide more insight into the demographic being surveyed.

Customer Survey Form Example
Customer Survey Form Example

Why Create a Survey Form in WordPress?

Even for businesses, it’s a good idea to create a survey form in WordPress. Let us explain why:

1. Quick and Easy Information Collection

Approaching every single client or visitor in person and interrogating them for feedback doesn’t sound appealing. Online surveys and polls are much more time and cost-efficient alternatives.

You’ll be able to collect important data even with simple WordPress survey forms. And, how do you make sure these forms reach your target audience?

  • Place them as pop-ups across your website.
  • Embed the surveys into relevant blog posts.
  • Email your surveys to your email lists.
  • Share the survey form link on social media platforms.

2. Valuable Feedback

Survey forms help you receive valuable feedback from the survey respondents.

  • What kind of blogs do they prefer?
  • What do they think of your products?

With WordPress survey forms, you can add a detailed questionnaire or simple polls to your website and get answers to the most important questions.

3. Actionable Insights 

As mentioned before, survey forms equip you with a clearer insight into your target demographic. This insight helps you grow and succeed in your venture.

Take customer satisfaction surveys for example. The data about happy and unhappy customers tell you what you’re doing right or wrong in your business.

With this knowledge, you’ll be able to come up with ways to improve your customer experience.

4. Brand Loyalty

You’re giving your audience a voice through surveys. So, when you listen to them, understand their needs, and implement them into your brand, you’re able to inspire stronger and more loyal relations.


How to Choose the Right Survey Tool for Your Site?

As we mentioned earlier, you need to use WordPress plugins to learn how to create a survey form in WordPress.

But, there are a lot of plugins that you can use to do so. Some popular forms plugins like Everest Forms and WPForms have the best features for survey forms.

However, here are some more factors you need to consider while choosing the right survey tool.

1. Clarify Your Objective

Initially, clarify your goals for survey forms – whether it’s for lead generation, information collection, statistics, or other purposes.

Afterward, find a tool that offers most of the features you need to accomplish those goals.

2. Prioritize Effortless Integration

Once you make a survey form, it’s handy if the form can save the survey information on your website.

SaaS (Software as a Service) platforms like SurveyMonkey and TypeForm enable you to create survey forms that you can export and embed into your WordPress site.

3. Look for Customization Options

Choose survey tools that let you easily customize themes, colors, and other features, once your website gets going.

This way you don’t have to keep re-making the same form with different questions.

4. Consider Storage Servers

The drawback of using free or paid survey creation sites is that you’ll have to store all survey data on third-party servers.

Yes, you may be able to send the files to your servers or disable the storage completely in some cases. But why bother when you can make a survey right on your WordPress website?

That’s why creating a survey on WordPress is the best option available. And WordPress survey plugins are the best survey tools you have!


How to Create a Survey Form in WordPress? (Step-by-Step Guide)

So, let’s dive into the nine easy steps on how to create a survey form in WordPress.

Step 1. Choose the Best WordPress Survey Plugin

First of all, you should choose a great WordPress plugin to create survey forms.

In WordPress, you’ll find tons of survey plugins that do the job. One of them is Everest Forms.

How to Create a Survey Form in WordPress with Everest Forms

It’s a powerful WordPress form builder plugin with the capacity for designing online contact forms, surveys, polls, and quizzes. It offers a user-friendly form builder with plenty of incredible features.

We recommend you to use this plugin mainly for 3 reasons.

First, it’s super simple to use this plugin. It’s a simple interface and also provides pre-built form templates to start with.

Second, it’ll fulfill all your form needs. With this one plugin, you can make unlimited forms, for contact, donation form, payment form, survey, and more.

Third, you’ll get excellent support from the makers of this plugin. Go to their support page, and browse through documentation and FAQs, and then you’ll find most of your answers.

If you need further help, you can always contact them.

If you are still confused about using Everest Forms plugin, check out our full plugin review here.

Now, let’s go ahead and check out how to create online survey forms in WordPress using the Everest Forms plugin.


Step 2. Download and Install the Everest Forms Plugin

First of all, log into your WordPress Dashboard. Go to Plugins and click on Add New

How to Create a Survey Form in WordPress - Add New Plugins

On the Add New page, search for Everest Forms. When you find it, Install and Activate it.

How to Create a Survey Form in WordPress - Install Everest Forms

That’s it! You successfully installed the Everest Forms free plugin.


Step 3. Install the Survey, Polls, and Quiz addon

With the free Everest Forms, you’re ready to create simple contact forms. But, to create survey forms in WordPress, you’ll need the Survey, Polls, and Quiz addon.

This is only available for premium users with the Plus plan and above. So first, buy any paid plan among Professionals, and Agency from its official website.

Once you complete the purchase and create a new account, log in to this account. After that, you’ll be taken to your account dashboard.

From the Downloads section, Download the Everest Forms Pro addon.

How to Create a Survey Form in WordPress - Everest Forms Pro

This is important because you need to enter the license key you received with your premium account. Without it, you won’t be able to proceed to the next steps.

Back in your WordPress dashboard, Install and Activate the Pro addon using the same method as detailed above.

How to Create a Survey Form in WordPress - Upload Pro Addon

Note: You need to install and activate the free version of Everest Forms first as Everest Forms Pro cannot function without it.

On the Plugins page, you’ll see a message telling you to enter your license key. You can do so in the field below the Everest Forms Pro addon.

How to Create a Survey Form in WordPress - Add License

Repeat the download process for the Survey, Polls, and Quiz addon from your Everest Forms account dashboard.

How to Create a Survey Form in WordPress - Survey, Polls, and Quiz Addon

Then, Install and Activate it on your WordPress.

How to Create a Survey Form in WordPress - Upload Survey Addon

On the Plugins page, there are 3 new items now. The core Everest Forms plugin, the Everest Forms Pro addon, and the Survey, Poll, and Quiz addon.

How to Create a Survey Form in WordPress - Plugin List

With this, you’re fully equipped to create one of your first WordPress survey forms.


Step 4. Create a New Survey Form

Now, go to Everest Forms and click on Add New.

How to Create a Survey Form in WordPress - Create New

There are multiple ready-made form templates for you to customize if you’re short on time. In this article, we’ll be teaching you how to make an online survey form in WordPress from scratch.

Now, go ahead and give your first survey form a name and Continue.

How to Create a Survey Form in WordPress - Survey Form Name

This takes you to the Everest Forms form builder which looks like this:

How to Create a Survey Form in WordPress - Survey Form Builder

Add Fields displays all the field types you can use to create forms while Field Options lets you customize all these fields.

As you scroll down the Fields panel, you’ll find four fields designed especially for survey forms: Rating, Yes/No, Likert, and Scale Rating.

How to Create a Survey Form in WordPress - Survey Fields
  • Rating: This field lets your audience rate a product or their experience by clicking on the star rating. The higher the number of stars they choose, the more satisfied they are. 
  • Yes/No: This field lets you add simple Yes/No questions to your surveys. These questions come with thumbs-up or thumbs-down icons for responses, and you can also personalize them with different colors.
  • Likert: The Likert field is similar to a multiple-choice question where the choices are extreme, moderate, and neutral emotions towards something. So using this, you can easily assess your audience’s opinions towards your service.
  • Scale Rating: This field is also a type of rating but with a numbered scale starting from 0 and extendable up to 100. Your audience chooses a number based on how happy they are with your service.

Besides them, you’re free to use any field you require like Multiple Choice and Range Slider.

So, let’s start building.

We’ll use the Rating field first as an example. Then, you can add the Yes/No, Likert, and Scale Rating fields as you build your survey form.

The form building is a pretty simple process. You just drag and drop the field from the left panel into your form on the right.

How to Create a Survey Form in WordPress - Survey Fields

If you want the whole column for a single field, hover over the row and click on the Edit button. You can select the layout of the row you prefer.

How to Create a Survey Form in WordPress - Select the Layout Animation

Step 5. Customize Your Survey Form

Now, we’ll walk you through the customization options for each of these four fields. 

First, go to Field Options of the field you want to customize by clicking on said form field on the right. Here reside all the elements of the field you can customize.

How to Create a Survey Form in WordPress - Field Options of Survey Form

i) Rating:

You can change the Label and Number of Icons for the Rating field. Usually, 5 stars are the norm. But you can add any number of stars as you please.

How to Create a Survey Form in WordPress - Field Options for Ratings

The Meta Key is a unique value automatically assigned to a field that is used to retrieve its data from the database. Keep it as it is.

Next, Advanced Options allows you to change the type of icon and its color. Moreover, you can Hide the Label of the field and even add your own CSS Classes.

How to Create a Survey Form in WordPress - Advanced Options

ii) Yes/No:

For the Yes/No field, you can customize the Label, Value for Yes or No, and plenty more. By changing the label, you can edit the default Yes/No text to the survey question that you want to add.

You can also change the Meta Key but it’s better to keep it as it is. It links your query’s data with the website database.

How to Create a Survey Form in WordPress - Label Field Options

The Yes Value field represents the value of the thumbs-up icon and the No Value represents the value of the thumbs-down button. You can also customize the Description of the question.

The Advanced option enables the CSS Classes feature and also allows you to customize the thumb colors.

How to Create a Survey Form in WordPress - Yes/No Advanced Options

iii) Likert:

For this field, you’ll find plenty of options besides Label. You decide whether you want radio buttons, dropdown, or checkbox as the Input Type.

How to Create a Survey Form in WordPress - Likert Field Options

You can also add or reduce the questions in Rows and the answers in Columns.

How to Create a Survey Form in WordPress - Add Rows and Columns

In the Advanced Options, you get to Hide Label and add CSS Classes.

iv) Scale Rating:

The field options for Scale Rating include editing the Highest Rating Text and Lowest Rating Text. You can also set the Highest Rating Point and Lowest Rating Point to any number you please from 0 to 100.

How to Create a Survey Form in WordPress - Scale Rating Field Options

Additionally, you get to Hide Label and add CSS Classes in the Advanced Options.

For all the fields, you can also make use of the Conditional Logic for a dynamic form that displays survey fields according to the user’s previous responses.

How to Create a Survey Form in WordPress - Enable Conditional Logic

We’ll talk about the Survey and Quiz Options in the next step.

After you complete building your form and customizing it, press the Save button on the top left. You can also check the Preview to see what your survey form looks like.

How to Create a Survey Form in WordPress - Enable Conditional Logic

Step 6. Enable Survey Reporting for Your Form

After one of your WordPress survey forms is ready, it should store the responses for reporting later. So, go to Survey, Polls, and Quiz under form Settings. Then, check the Enable Survey Reporting option.

How to Create a Survey Form in WordPress - Enable Survey Reporting for Form

However, if you want to enable reporting for only certain fields of the form, there’s also a way to do that. 

Go to the Field Options of the field you want to disable reporting for. Click on the Survey and Quiz Options. The survey reporting is on by default. So, disable it by unchecking the box.

How to Create a Survey Form in WordPress - Enable Survey Options

Step 7. Configure Survey Form Settings

Let’s talk about the configuration of your survey form settings now. 

From the General settings, you can change your form’s name, description, and message, and customize the submit button.

How to Create a Survey Form in WordPress - General Settings on Everest Forms

Moreover, it enables you to use anti-spam for your WordPress survey forms. You can also disable storing data collected from your users who filled out the form.

How to Create a Survey Form in WordPress - General Configuration Options

The next setting is Email from where you can turn on email alerts. This means you’ll get notifications on the email address you’ve entered in To Address, every time a user submits the survey form.

How to Create a Survey Form in WordPress - Email Settings

Also, don’t forget to Save everything after you’re done.


Step 8. Add the Survey Form to Your WordPress Page

Your survey form template is now ready to be used on your WordPress website. To do this, navigate to the Pages or Posts section and open the file you want to include in this form. 

Then, add a new Everest Forms block in the editor.

How to Create a Survey Form in WordPress - Everest Forms Block

From the dropdown, select the survey form you just created.

How to Create a Survey Form in WordPress - Select a Survey Form

After that, save the changes and click on Preview to see how it looks on your web page or post.

How to Create a Survey Form in WordPress - Preview Survey Form

Finally, publish the finalized survey form on your website.


Step 9. Generate Survey Reports

The whole purpose of creating online WordPress survey forms is to collect information and evaluate them. You should be able to do the same once people start filling up your survey form.

For that, go to Entries under Everest Forms. You’ll be able to view the complete reports of your survey form here.

How to Create a Survey Form in WordPress - Survey Form Entries

You can either view the reports or each survey field separately or View All Summary.

You’ll see that for each field, the report displays the total number of responses. It also shows how many completed filling out the form and how many dismissed it.

How to Create a Survey Form in WordPress - Survey Form Report

Besides that, there are graphical interpretations of data like bar graphs and pie charts for the Rating and Scale Rating fields. On the right side, the summary of the reports is displayed.

How to Create a Survey Form in WordPress - Graphical Interpretations

Contrary to that, the Likert field reports present the result in percentage.

How to Create a Survey Form in WordPress - Likert Field Reports

To generate reports for another survey, click on Survey Form at the top and choose the form from the dropdown.

How to Create a Survey Form in WordPress - Generate Survey Reports

Concluding How to Create a Survey Form in WordPress

So, that’s it for our step-by-step guide on how to create a survey form in WordPress. As you can see, making online WordPress survey forms is a simple process.

Using a good plugin with features like drag-and-drop form building will make the process even more convenient for you.

Start a discussion, work on criticisms, get feedback from users, and grow your business. It’s all up to you from here on out.

We hope this article will answer all your queries and help you create an amazing survey form. 

Also, check out our articles on how to create a donation form and a multi-step form.

If you run into any problems, don’t hesitate to share in the comments below.

Also, share this article with your friends on social media. Also, don’t forget to follow us on Twitter and Facebook.

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ThemeGrill Author

We are a team of SEO copywriters and editors who work both individually and in the team. ThemeGrill author is where one of the editors here is working on one project personally. Write to us @themegrill_blog in Twitter.

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