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Starter Guide: How to Create a Survey with Gravity Forms

By Megan Jones Published September 3, 2020

Want to know how your clients feel about your service, whether your employees like their jobs, or what your subscribers think of your membership site? You’re in luck! Creating surveys with Gravity Forms is just as fast and pain-free as creating any other kind of form.

In this Starter Guide, we’ll discuss the different types of surveys and some of the many benefits of conducting them. Then we’ll run through how to create a survey on your website with Gravity Forms and share some top tips to help you along the way.

Surveys: An Introduction

There are numerous reasons why you may want to conduct a survey. Let’s take a look at some of the different types of surveys that you may want to create, and the benefits of each…

• Product or Service Feedback Survey – Give your customers a voice and gain insight into how they use, and what they think about, your products or services.
• Brand Awareness Survey – Gather valuable feedback on your branding and the impact it is having on your target audience.
• Onboarding Survey – Find out about your new customers’ levels of expertise so you can tailor the onboarding process to suit their indivudal skillsets.
• Churn Survey – Find out why your customers are leaving and identify key areas for improvement to help boost retention.
• Market Research – Try out new ideas, find out more about potential customers, or get a feel for what your competitors are doing.
• Employee Engagement or Satisfaction Survey – Measure employee engagement or satisfaction to help ensure your employees remain happy and productive.

The above are just a few types of surveys that you may want to create. With Gravity Forms, all of these survey types are possible to build, let’s find out how…

Gravity Forms Survey Add-On

The Gravity Forms Survey Add-On makes it quick and easy to create a survey. One of our most popular add-ons, Survey seamlessly integrates with Gravity Forms enabling you to interact with your users to both collect and analyze data.

The Survey Add-On adds a Survey field to your form editor – within this Survey field, there are 8 Survey Field Types from which you can create your questions.

Let’s take a look at some of the most popular and engaging options that you can choose from…

Likert: Users can choose one from a scale of options…

Rank: Users can rank options in their own order…

Rating: Users can choose a star rating…

Checkboxes: Users can select multiple options…

Dropdown: Users can select from a number of dropdown options…

Paragraph Text: Users can input multiple lines of text…

How to Create a Survey

To get started, you first need to install the Survey Add-On. To do so, within your WordPress dashboard, select Forms > Add-Ons from the left-hand menu. Then scroll down the add-on page to Survey and click on Install.

Next, click on Forms > Add New Form to open a new form – you will need to give it a name and a description (optional). Equally, once installed, the Survey Add-On can be used in conjunction with any pre-existing form.

Before you start adding survey questions, you’ll probably want to populate your form with some basic fields to help you identify your participants. These fields will differ depending on the type of survey you are creating, but at the very least, you should add the Name and Email fields.

Now it’s time to make your survey! Add a Survey field from the bank of Advanced fields on the right.

Insert your question in the empty space beneath Survey Question. Then under Survey Field Type, select the type of survey question you want to use.

The Columns/Choices section of the survey field is where you input the selections for whichever Survey Field Type you choose. Use the plus and minus icons on the right to add or remove options.

Before completing the field, browse the Appearance and Advanced tabs at the top of the field editor. Like most Gravity Forms fields, you can enable conditional logic and dynamically populated data.

For each new survey question you will need to add a new Survey field – once you have finished click Update to save your form. For further details on creating a survey, check out the docs – Survey Guide.

Import Our User Registration Form Template

Don’t want to create a survey from scratch? Head over to our Form Template Library to download our pre-built survey template, then simply import it to your website…

Once imported, this form can be easily customized to suit your exact needs.

Configure the Form’s Settings

Before you can add your survey to a page and make it available to participants, you’ll want to configure a few settings that apply to the entire form. You’ll find them in Settings at the top of the form builder.

Below we will discuss Confirmations, and Notifications, but if you want more information on general Form Settings, check out the docs. 

Under Confirmations, you can edit the on-page message users see after they’ve submitted the survey. You’ll want to change the default confirmation to something like “Thanks for completing the survey! We’ll get back to you shortly.”

For more information, have a read of Configuring Confirmations.

Under Notifications, you can change or add emails that WordPress sends out when someone submits a form. The default admin notification will send a copy of the responses to the WordPress administrator. We also recommend creating a notification that sends an email to the survey participants with their responses or to deliver their incentive.

Again, for more information, have a read of the docs – Configuring Notifications.

Add Your Survey to a Page

Before people can take your survey, you’ll have to embed it to a web page. This is a quick task. It’s just like embedding any Gravity Form.

You can use the Gravity Forms Block in the Gutenberg editor (recommended) or add the shortcode in the Classic Editor. Read our guide on Adding a Form to Your Site to help you with this.

Review Your Results

Once your participants have had some time to take the survey, view the results by clicking the Survey Results tab at the top of the form editor. Gravity Forms breaks down the results so you can get a clear insight into how your users have responded to each question.

If you want to view a person’s response separately, you’ll find them under Entries (next to Settings) in the form builder.

Final Thoughts on How to Create a Survey

Creating interactive surveys, that enable you to collect and analyze the data you need, is a quick and easy process with Gravity Forms. Simply install the Survey Add-On, available on our Elite plan, and get started today.

If you don’t have Gravity Forms or the Survey add-on, don’t worry. You can still test out everything in this article for free inside your own personalized Gravity Forms demo – Enjoy!

Any questions on using the Survey Add-On? Please ask away in the comments below…