Creating an online survey is the useful practice for those who are looking to display the optimized content to satisfy their readers. After all, the survey helps you collect the feedbacks of what readers want the most from your website, and allows you to gather opinions of how people are viewing your current articles easily.
In the following, we have showcased some simple steps of how to create a survey on WordPress. As the method of coding utilization is hard for the majority of common webmasters, here, we highly recommend you to leverage the Awesome Surveys plugin. With it, you can create the rich-featured surveys simply via a few clicks, and maintain the ownership of all the collected data.
Here, if you are looking for some alternative options, you can have a look at this page.
Step 1 – Install the Plugin and Set Up Some Survey Options
To begin with, you need to install and activate the survey plugin using your WordPress administrative panel. After that, you can find a special tab from the left-hand column, which is named as WtWM Plugins. Here, you need to click it and hit the Survey Options button to finish the general settings for your survey and email.
Awesome Surveys Options
In fact, this plugin is a lightweight and easy-to-use one, with which you do not need to decide some complicated configurations, but purely to determine whether to enable the CAPTCHA function for the survey or not.
Personally, we recommend you to turn on this function to prevent spam. In addition, do not forget to reset the Site Key and Secret for Re-CAPTCHA.
In addition, this plugin includes the CSS for the basic structure, so it is highly suggested to use the CSS for the proper display of your survey.
Translate the Survey
If you want to translate the survey from English to your local language, you simply need to click the Translate button. Here, you need to note that the translation will match the current website language.
It is possible that you want to send the confirmation email to all the people who participate in your online survey. For this, you firstly need to enable the email function to inform the survey completion. Then, you can offer your email address, decide the email subject and enter the detailed message.
For this to work, you have to add the “email” element into the survey, which will be explained later.
Step 2 – Create the New Survey
After determining all the general settings, you now can create the survey by clicking the New Survey button.
Here, you can find 7 default elements that can be added into your survey simply by clicking them, each of which is suitable for different survey questions. In addition, you can also add your custom HTML to compile the online survey.
In the following, we’d like to explain the 7 in-built elements one by one, along with the real-world example.
With this element, you can enter some questions that can only be answered using the textual contents with a few numbers of characters. Personally, you can use the Text Input element to collect the names of your survey participants.
If you want to collect the email addresses of the survey respondents, you can use this element, which can only be answered using the email address.
This element only allows you to ask the “how old” or “how many” questions, for people can only answer it using a number. Note that you can set up the minimum and the maximum number allowed.
With this element, you can list some options for people to choose with the drop-down selector. Here, you are allowed to showcase 10 options in the maximum, and decide which one to be displayed as the default one.
In our example, we inquire what people want to learn the most from our website among the options of WordPress, Drupal and Joomla, and make WordPress as the default selection.
Radio Buttons & Checkboxes
These two elements can be introduced in one time, for they achieve the same purpose as the Dropdown Selection, but showcase multiple answers for people to choose in the format of radio buttons or checkboxes.
This element works in the similar way as the Text Input, allowing people to finish your survey using some words. However, the difference is that the Textarea is generally adopted to collect the feedbacks, suggestions, questions and many more from your readers with a large sum of word count. Here, you can decide the maximum answer length and display the number of characters remaining.
After adding the elements for your survey, you can have an in-time preview of it, with which you can delete and edit them, as well as reordering these questions by dragging and dropping them.
Check the survey example in the following.
Here, you can find some questions that have the special “*” symbol, meaning that these questions are marked as the must-to-answer options. To achieve this, you simply need to enable the Filed Valid Option when adding the elements into your survey.
Step 3 – Configure the “Thank You” Message
When people finish the survey, they will be displayed with a special “Thank You” message in the next page. Here, you can decide the message details, the exact seconds to show the message before the browser redirection and the redirect URL.
Besides, to prevent people from doing the survey for multiple times, you can enable the Survey Authentication Method with two options – browser cookies or the registration requirement. Personally, the cookie based method is recommended.
Step 4 – Publish the Survey
As everything is set up properly, you now can make the survey online. Here, you have two choices.
- In the Edit Survey page, you can give a name to your newly-created survey and click the Publish button.
- The plugin will generate a shortcode of the survey, so you can add it to either your webpage or the blog post for the proper display.
As for the survey results, you can check it from the My Survey option. Here, you can click the Results button of your current survey to get reader feedbacks.