How to Create a Poll or Survey in WordPress

How to Create a Poll or Survey in WordPress

Introduction

Creating a poll or survey on your WordPress site can be a valuable way to engage your audience and gather feedback. In this article, we’ll explore different methods to set up polls and surveys effectively.

Using a Plugin

Plugins offer a seamless and efficient way to incorporate polls and surveys, providing features and functionalities that simplify the process for site owners.

1. Install a Plugin

Begin by accessing your WordPress dashboard. Navigate to Plugins > Add New and search for an appropriate plugin. Popular choices include WPForms, Poll Maker, and Quiz and Survey Master.

2. Activate the Plugin

Upon installation, activate the plugin by clicking the Activate button, which will make the plugin features available on your site.

3. Create a Poll or Survey

Access the plugin settings from your dashboard, typically through a newly added menu item. Choose Create New or a similar option. You’ll be guided through the process of designing your poll or survey, with options for multiple-choice questions, text inputs, or rating scales.

4. Configure Settings

Establish necessary configurations such as setting submission limits, enabling email notifications, and customizing messages for participants upon submission.

5. Insert into a Post/Page

Once your poll or survey is ready, generate a shortcode. Navigate to the desired post or page, and paste the shortcode in the content area to display the poll or survey effectively.

Using Built-in Themes and Features

Choosing not to install an additional plugin might appeal to those who prefer leveraging existing resources within their WordPress theme or making use of custom code.

1. Use the Block Editor

With the Block Editor, you can directly add a form using available blocks, or choose the custom HTML block for more control. Design simple polls using HTML form elements, ensuring input fields are included for user responses.

2. Process Results Manually

This approach does not automatically handle results, as no backend processing is involved. You will rely on third-party tools or manual methods for data collection and analysis.

Embedding External Polls

Using external platforms like SurveyMonkey and Google Forms can offer advanced features and analytics for comprehensive survey management.

1. Create Your Survey

Create your survey on the chosen platform, using their interfaces and tools tailored for survey building.

2. Get the Embed Code

After constructing your survey, generate an embed code or link via the options provided by the external service.

3. Embedding on Your Site

To integrate the survey into your WordPress site, go to the page or post editor and use a custom HTML block to paste the copied embed code.

Conclusion

Incorporating a poll or survey into your WordPress site can significantly enhance user engagement and provide valuable insights. Whether you opt for a plugin, leverage theme features, or use third-party services, each method offers distinct advantages. Evaluate your needs and technical comfort to select the most fitting solution.