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How to Create a Questionnaire in WordPress (Easy Way)

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Do you want to create a questionnaire in WordPress to survey your visitors or collect data?

Getting feedback on your products or simply learning more about your users can help your business succeed.

In this article, we will show you how to easily create a questionnaire in WordPress, step by step.

The easy way to create a questionnaire in WordPress

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.

Note: WPForms also has a free version. However, you’ll need the pro version of the plugin to unlock the add-ons we will be using in the tutorial.

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.

Entering your license key for WPForms

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.

Installing the Survey and Polls addon for WPForms

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.

Naming your questionnaire in WPForms

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.

Select the Survey form template in WPForms

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.

The Survey template in the WPForms editor

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.

Editing the Name field in our WPForms questionnaire

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.

Clicking the button to copy a field in WPForms

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.

Click the OK button to go ahead and duplicate the field

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.

Editing the new feedback box that you've created in WPForms

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.

Change the numbers in the conditional logic

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.

Editing the options on the Likert satisfaction scale

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.

Save the customer feedback form after editing

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.

Changing the email address that the questionnaire is sent to

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.

Add the questionnaire to the page

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.

Your finished questionnaire live on the 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.

Conversational forms example

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.

Installing the conversational forms addon in WPForms

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.

Editing your questionnaire form in WPForms

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.

Toggle the conversational forms addon

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.

Add a title and message for the conversational form

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.

Editing the other options for your conversational form

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.

Click the button to view your conversational form 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.

The conversational questionnaire - user clicks the Start button to begin

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 questions displaying on the conversational questionnaire

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.

WPForms will show the user how far through the questionnaire they are, using the progress bar

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.

View the entries for customer feedback

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.

Click the View Survey Results button to see all the graphs and charts from your 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.

Save the questionnaire chart 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.

Viewing individual answers to the questionnaire

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

Here is an example below:

Viewing the details of one submitted survey response

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.

UserFeedback popup survey example

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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Editorial Staff

Editorial Staff at WPBeginner is a team of WordPress experts led by Syed Balkhi with over 16 years of experience in WordPress, Web Hosting, eCommerce, SEO, and Marketing. Started in 2009, WPBeginner is now the largest free WordPress resource site in the industry and is often referred to as the Wikipedia for WordPress.

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6 CommentsLeave a Reply

  1. Syed Balkhi says

    Hey WPBeginner readers,
    Did you know you can win exciting prizes by commenting on WPBeginner?
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  2. Jiří Vaněk says

    The questionnaire is a very important part of communication with users to get feedback for your blog, website or e-shop. It’s great that WP Forms is so versatile that apart from the classic contact form, it can do many other things like questionnaires, polls and much more. I’m glad I have it in full version now and can use it. It’s a great plugin.

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