Want to know what your customers think of your service, if your employees like their job, or what your subscribers think of your membership site? You are lucky! Creating surveys on WordPress with Gravity Forms is just as quick and easy as creating any other type of form.

In this getting started guide, we’ll cover the different types of surveys and some of the many benefits of conducting them. We’ll then explain how to create a survey on your website with Gravity Forms and share some helpful tips to help you along the way.

Let’s go…

WordPress Surveys: An Introduction

There are many reasons why you might want to add a survey to your WordPress website. Let’s take a look at some of the different types of surveys you may want to create, as well as the benefits of each…

• Product or service feedback survey – Give your customers a voice and gain insight into how they use and what they think of your products or services.
• Brand awareness survey – Collect valuable feedback on your brand image and its impact on your target audience.
• Onboarding survey – Find out the expertise levels of your new clients so you can tailor the onboarding process to their individual skills.
• Churn Rate Survey – Find out why your customers are leaving and identify key areas for improvement to help build loyalty.
• Market study – Try new ideas, learn more about potential customers, or get an idea of ​​what your competitors are doing.
• Employee engagement or satisfaction survey – Measure employee engagement or satisfaction to ensure your employees stay happy and productive.

The above are just a few types of surveys you may want to create. With Gravity Forms, all these types of surveys are possible to build, let’s find out how…

Gravity Forms Survey Addon

The Gravity Forms Survey addon makes it quick and easy to create a survey on WordPress. One of our most popular add-ons, Survey integrates seamlessly with Gravity Forms, allowing you to interact with your users to collect and analyze data.

The Survey add-on adds a Survey field to your form editor – in this Survey field there is 8 types of fields of inquiry from which you can create your questions.

Let’s take a look at some of the most useful and engaging types of lines of inquiry you can choose from…

I liked

Users can choose one from a range of options…

Rank

Users can sort the options in their own order…

Rating

Users can choose a star rating…

Checkboxes

Users can select multiple options…

Expand

Users can choose from a number of drop-down options…

Paragraph text

Users can enter multiple lines of text…

To view a complete survey, view this survey form in our form template library.

How to create a survey on WordPress

Now we will explain how to create a survey for your WordPress website. To follow along, you will need Gravity Forms installed or enabled on your site. Alternatively, you can sign up for a free Gravity Forms demo, where you can access all of the plugin’s features and add-ons, including Survey!

Install the survey add-on

To get started, you first need to install the Survey add-on. To do this, in your WordPress dashboard, select Forms > Add-ons in the left menu. Then scroll down the add-on page until you see Investigation and click Install > Activate.

Create a new survey form/Select survey form template

Then click Forms > Add a new form to open a new form. Here you will have the option to use a survey template or create a survey from scratch.

For any new form, you will need to give it a name and a description (optional). Likewise, once installed, the Survey add-on can be used with any pre-existing form.

Customize the survey form template

If you choose to use the prebuilt survey form, you will be able to fully customize this template in the form editor.

Here you can easily add or remove fields, change the survey field type (more information below), update the text to make it relevant to your survey requirements, configure survey settings every field and much more.

Add/Configure survey field

If you create a form from scratch, the Investigation the field can be located in the bank of Advance fields on the right.

To edit the Survey field, first insert your question in the blank space below Survey question. Then under Line of Inquiry TypeSelect the type of survey question you want to use.

THE Choice The Inquiry Box section is where you enter selections for any Line of Inquiry Type you choose. Use the plus and minus icons on the right to add or remove options.

Like most Gravity Forms fields, you can also enable conditional logic and dynamically populated data.

For each new survey question, you will need to add a new Investigation field – once you are finished, click Update to save your form. For more details on creating a survey, see the documentation – Survey Guide.

Configure form settings

Before you add your survey to a page and make it available to participants, you’ll want to configure a few settings that apply to the entire form. You will find them in Settings at the top of the form builder.

Below we will discuss Confirmations, And Notificationsbut if you want more information about general information Form settingsconsult the documentation.

Below ConfirmationYou can change the message on the page that users see after submitting the survey. You’ll want to change the default confirmation to something like “Thanks for completing the survey!” We will respond to you shortly. »

For more information, read Configuring Confirmations.

Below Notificationsyou can configure the notification email(s) sent when someone submits a form.

The default admin notification will send a copy of responses to the WordPress admin. We also recommend creating a notification that emails survey participants with their responses or to send them their incentive.

Again, for more information, read the documentation – Configuring Notifications.

Add your survey to a page or post

The final step is to embed your survey into a page or publish it on your site. It’s a quick task. It’s like integrating any other gravitational form.

You can use the Gravity Forms block in the Gutenberg editor (recommended) or add the shortcode in the classic editor. Read our guide on adding a form to your site to help you.

If you’re using Gutenberg, you’ll find styling options built into the Gravity Forms block. For more information on how to style your survey, check out this ultimate guide – How to Style Forms in Gravity Forms.

Review your results

Once your participants have had time to complete the survey, view the results by clicking the button Survey Results at the top of the form editor. Gravity Forms breaks down the results so you can get a clear overview of how your users answered each question.

If you want to view a person’s response separately, you’ll find it under Starters (next to Settings) in the form builder.

For more information on using the Survey add-on, see our survey documentation.

Final thoughts on how to create a survey

Creating interactive surveys, which allow you to collect and analyze the data you need, is a quick and easy process with Gravity Forms. Simply install the Survey add-on, available on our Elite plan, and get started today.

If you don’t have Gravity Forms or the Survey add-on, don’t worry. As mentioned, you can always test everything in this article for free in your own personalized Gravity Forms demo – enjoy!