How to Create a Questionnaire in WordPress (Easy Way)

If you have an online business, then gathering user feedback is crucial for you to understand your audience. This is where questionnaires come in.

They are powerful tools for gathering valuable insights into user preferences, experiences, and satisfaction levels and can improve user engagement on your site.

Whether you’re seeking feedback, conducting a survey, or performing market research, having an interactive questionnaire can make a world of difference.

In this guide, we will walk you through the steps to create a questionnaire on your WordPress site in a beginner-friendly way.

Why Create a Questionnaire in WordPress?

Creating a questionnaire is a great way to learn more about your audience. This lets you tailor your content to their needs. You can also use the results to create or modify the products/services that will be most helpful to your audience.

There are several survey tools that you can use outside your website, but having your questionnaire on your WordPress website itself means you have full control over how it’s displayed. Plus, it’s more familiar and reassuring for your audience.

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

How to Create a Questionnaire Form in WordPress

You can easily create a questionnaire using WPForms. It is the best WordPress contact form plugin on the market that lets you create any kind of form using a simple drag-and-drop form builder.

First, you need to install and activate WPForms. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, head over to the WPForms » Settings page in your WordPress admin area to enter your license key.

You’ll find the license key in your account on the WPForms website.

Now, it’s time to move on and create your questionnaire.

Method 1: Creating a Questionnaire Using WPForms’ Survey and Polls Feature

WPForms’ powerful surveys and polls addon lets you create questionnaires easily, making it the best WordPress survey plugin on the market. It also produces beautiful visual graphs of the results.

First, visit the WPForms » Addons page to install the Survey and Polls addon.

Once you’ve located it, click on the ‘Install Addon’ button to install and activate it.

After that, go to the WPForms » Add New page from the WordPress dashboard to create a new form.

From here, you can start by typing a name for the form that you are about to create at the top of the screen.

Next, there are 4 different pre-built survey form templates to choose from. These are the Poll Form, the Survey Form, the NPS Survey Simple Form, and the NPS Survey Enhanced Form.

We are going to use the Survey Form for our questionnaire.

After you select the template, it will open up in the WPForms form builder.

Here, you’ll notice the field options in the left column and a form preview on the right corner of the screen.

We recommend that you edit the questions to make them appropriate for your audience and needs.

For example, we are going to use the form to gather customer feedback on products and delivery.

To edit any field, simply click on it. This will open up the editing options in the left column from where you can change the label, description, or format of the field.

Here, we are editing the Name field at the top. We changed the format to ‘Simple’ using the dropdown.

We also made it optional by unchecking the ‘Required’ box.

Next, you can scroll down to the ‘How can we improve?’ field in the form.

This field only appears if the user rates their experience as 1 star or 2 stars.

However, you can also add a similar field that will appear once a user rates their experience on your WordPress blog as 3 or 4 stars.

To do this, simply bring your mouse cursor over the ‘How can we improve?’ box and click the Copy button.

This will open a prompt on your screen to make sure that you really want to duplicate this field.

From here, click the ‘OK’ button to continue.

Next, you can edit your new field on the left-hand side of the screen to become a suitable question box for 3 or 4-star rating customers.

For example, if a user gives your WordPress site 4 stars, then you can ask them how to do even better to achieve 5 stars.

You can also change the description and make the field required for your users.

After that, you will have to set a conditional logic for this field.

To do this, switch to the ‘Smart Logic’ tab from the top.

Next, change the numbers written in the field to 3 and 4 instead of 1 and 2.

Finally, we are going to edit the ‘How satisfied are you with’ Likert scale.

A Likert rating scale is a 5 or 7-point scale that is often used to measure satisfaction or attitudes.

Again, simply click on the field to edit it. Then, change the labels of the rows or columns to the text you want to use.

We are going to change the labels of the rows to make them more specific.

After that, go ahead and make as many changes to the form as you like.

Finally, don’t forget to click the ‘Save’ button at the top of the screen.

Setting Up Notifications for Your Questionnaire

WPForms will send each completed questionnaire to the business email address that’s set in your website settings. It’s easy to change this by going to the Settings » Notifications tab from the form builder.

Once you’re there, delete the {admin_email} in the ‘Send To Email Address’ box and enter the email address you want to use instead.

For more detailed instructions, you may want to see our tutorial on how to send confirmation emails after WordPress form submission.

Tip: Not sure what your WordPress administration email is? Visit the Settings » General page from the admin sidebar and check the ‘Administration Email Address’ box.

Don’t forget to save your questionnaire after making any changes.

Adding Your Questionnaire to Your Website

You can embed your questionnaire in any post or page on your website. You can even add it to your sidebar.

To add your form to a page, edit your page or go to the Pages » Add New screen from the WordPress admin menu to create a new one.

From here, click the ‘Add Block’ (+) button to open the block menu.

Next, locate and add the WPForms block to the WordPress page/post.

Once you’ve done that, click on the dropdown and select your questionnaire form.

Now, simply preview or publish your post to see the form live on your WordPress website.

Method 2: Creating a Questionnaire Using Conversational Forms

You can also use WPForms’ conversational forms addon to create a questionnaire.

A conversational form is an interactive form that flows like a conversation. Users answer a question and it automatically shows them the next one.

It makes longer forms like a questionnaire easier to fill out and reduces form abandonment.

First, you need to visit the WPForms » Addons page from the WordPress admin sidebar.

Once you’re there, locate and install the Conversational Forms Addon.

After that, visit the WPForms » Add New screen and create a new form using the instructions in the previous method.

If you already created your form, then simply go to the WPForms » All Forms page and click on it to edit it.

Now, we are going to convert your form into a conversational form.

To do this, head over to the Settings » Conversational Forms tab from the WPForms form builder.

Next, simply toggle the ‘Enable Conversational Form Mode’ switch to active.

You will then see a number of extra options to fill in.

Conversational forms can’t be embedded in a post or page, so you need to give your form a title here.

You can also write any text that you want to display above the form in the ‘Message’ section.

WPForms will automatically create a URL for your conversational form based on the form’s name. If you want to change this, simply type in a different URL here.

Optionally, you can also upload a header image, choose a color scheme, and change the Progress Bar style.

Once you are happy with your form’s settings, don’t forget to click the ‘Save’ button at the top of the screen.

After that, click the ‘View’ button next to the permalink for your form to see it live on your site.

This is how the conversational questionnaire looked on our demo website.

Here, the customer simply needs to click the Start button to begin the form.

They can then enter their responses one question at a time.

The questions that aren’t active will fade out until the customer moves to them.

The customers will also see a sticky progress bar at the bottom of the screen.

This bar will indicate how far through the form the customer is.

That’s it. You’ve successfully created your conversational questionnaire.

Viewing the Results from Your Questionnaire

Whether you created a regular survey or a conversational form, the process for viewing the results is the same.

Each questionnaire response will be emailed to the email address you set up under the Settings » Notifications tab in the form builder.

WPForms also stores all your survey results in your WordPress database. To view them, go to the WPForms » Entries page in your WordPress dashboard.

From here, click on the name of your survey form.

You will then see some of the answers from your questionnaire. Simply click the ‘View Survey Results’ button to view all the questionnaire results.

WPForms will now automatically create graphs and charts to make it easy to interpret the results.

It will also allow you to export any of the graphs as a PDF or JPG. You can even print them to share with others in your organization.

Just click the ‘Export’ link next to any item and choose from the dropdown menu.

If you want to view the questionnaire answers from individual customers, then click the ‘Back to All Entries’ button at the top.

Next, scroll down to the table at the bottom of the screen and click the ‘View’ button for the entry you want to see.

You will now see all the answers submitted by that person.

Here is an example below:

Bonus: Creating a Questionnaire in WordPress with UserFeedback

You can also create a simple questionnaire in WordPress using a free plugin like UserFeedback.

UserFeedback lets you easily create popup questionnaire widgets to collect feedback from your website visitors in real-time.

You can ask multiple-choice questions, free-form questions, and even capture email addresses to grow your newsletter and generate leads. Plus, you can create unlimited questionnaires and receive unlimited responses.

There’s also a premium version of UserFeedback that offers features like advanced targeting rules, custom branding, all question types, and more.

For detailed instructions, you may want to see our tutorial on how to create a survey in WordPress.

We hope this article helped you learn how to create a questionnaire in WordPress. You may also want to see our beginner’s guide on how to start an online store in WordPress and our expert picks on the best email marketing services.

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