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How to Create a Survey in WordPress With Gravity Forms

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How to Create a Survey in WordPress With Gravity Forms

Understanding your audience is crucial for the success of any business or community. One of the best way to get to know your audience is by asking them questions via online surveys on your site. In this article, we will show you how to create a survey in WordPress with Gravity Forms.

First thing you need to do is install and activate the Gravity Forms plugin. You will also need Survey Add-On, which is only available with the developer license of Gravity Forms.

We use Gravity Forms on WPBeginner, and we believe that it is one of the must have WordPress plugins. It can be used to create contact forms, lead generation, collect donations, add user submitted posts, and much more.

Here is a Gravity Forms coupon that will get you 25% off.

Once you have activated Gravity Forms, you need to go to Forms » Add-Ons. Scroll down till you find the Survey Add-On, and then click on the Install button next to it.

nstall survey Add-On for Gravity Forms

Now you need to create a new form in Gravity Forms. Simply click on Forms » New Form. This will bring up a pop up where you need to enter form title and description. After that click on the Create Form button.

You will be taken to the Gravity Forms’ awesome drag and drop form editor. On your right hand, you will see the fields that you can add to the form. Click on the Advanced Fields tab to expand it and then click on the Survey button.

Adding a survey field to a form in Gravity Forms

This will add an Untitled Survey Field into the form area. Clicking anywhere on the survey field will expand it to show its properties. This is where you can choose from different field types and configure options for users to choose or answer.

Editing a survey field in Gravity Forms

Currently, you can choose from likert, rank, rating, radio buttons, checkboxes, single line, paragraph text, and dropdown survey field types. Selecting a survey field type will automatically change the options below which you can configure. For example, if you choose Rank as the survey field type, the options below will change to show multiple choices. You can then arrange these choices, change their text, add more choices, etc.

Choose a survey field type

Once you have added a survey field, you can click on the Survey button under the Advanced Fields tab to add another survey field.

You can preview your form by clicking on the preview link in the form editor menu bar. As soon as you save a form, you will also notice a survey results link in the menu bar. This is where Gravity Forms will store your online survey data.

Preview your survey form or check survey results

Once you have created your survey form, click on the Update Form button to save it.

To add a form in WordPress post or page, simply create or edit a post/page. On the post editor, you will see the Add Form button just above the text editor. Clicking on the button will bring up a popup. Select the form you created from the drop down menu and then click on Insert Form button.

Add survey form into a post or page

You can also add this form to a sidebar widget. Simply go to Appearance » Widgets, and drag Form widget to a sidebar. In the widget options, provide a title for the widget and then choose your survey form from the drop down menu.

Add survey form to a sidebar widget

Exporting Survey Results From Gravity Forms

One great advantage of using Gravity Forms is the import/export feature. You can export all your online survey data in a CSV file format and then open it with your preferred spreadsheet software. To do that, go to Forms » Import/Export.

First you need to select your form in the drop down menu. After that you need to select the form entries you want to export. Check Select All to export all data and then click on Download Export File button.

Export survey entries using Gravity Forms export feature

We hope this article helped you add online survey in WordPress with Gravity Forms.

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Editorial Staff at WPBeginner is a team of WordPress experts led by Syed Balkhi. Page maintained by Syed Balkhi.

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  1. bradbucceri says:

    Hello, thanks for this great article! I was wondering if it’s possible to display the results of a survey to the user (their results) upon completion and if that’s possible, how much can be done with the presentation of the results? Does that make sense? Thanks!

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