WPForms Surveys and Polls

Understanding WPForms Surveys and Polls: A Comprehensive Guide

Collecting data efficiently and effectively is vital for any business or organization. One of the most user-friendly ways to do this on your website is through the utilization of surveys and polls. The WPForms Surveys and Polls Addon provides a robust way to gather feedback from your users, analyze results, and streamline reporting, enhancing user engagement and gaining valuable insights.

Setting Up WPForms Surveys and Polls

To embark on your data collection journey, you must ensure you have the necessary prerequisites. You’ll need at least a Pro license of WPForms to access the Surveys and Polls addon, along with the latest version of the WPForms plugin installed on your WordPress site. Once you have verified your license, the installation process for the addon can be done quickly and easily.

After installation, you can either create a new form or edit an existing one to add survey or poll functionality. The forms are immensely customizable: you can include a variety of fields beyond just surveys —such as Single Line Text, Paragraph Text, Dropdown, Checkboxes, Rating, and more— to help you capture diverse types of data. For optimal user feedback, you can specifically implement advanced fields like Likert Scale and Net Promoter Score, tailored for detailed analysis.

Crafting Your Survey or Poll Form

When creating your survey or poll, you have full control over how the form appears and operates. Utilizing WPForms’ drag-and-drop form builder, you can design forms that best fit your objectives seamlessly. Here are a few key fields you might use in conjunction with the Surveys and Polls Addon:

• Single Line Text: Collect brief responses.
• Paragraph Text: Allow for more detailed answers.
• Multiple Choice: Present users with options for selection.
• Likert Scale: Measuring attitudes or opinions on a range, useful for customer satisfaction assessments.
• Net Promoter Score: A popular measure of customer experience that can categorize users into Promoters, Passives, and Detractors based on their responses.

Once your form fields have been tailored to your needs, save your changes to proceed to the next step.

Enabling Survey and Poll Functionality

WPForms grants you the flexibility to enable survey reporting and poll results in a few different ways. Choosing between form-wide settings or individual field settings can help customize your data collection efforts further, thus providing the insights you truly require.

Form-Wide Survey Reporting

If you prefer a straightforward approach, enabling survey reporting for the entire form is the simplest option. Navigate to the “Settings” tab, then “Surveys and Polls,” where you can check the box to activate survey reporting for all applicable fields simultaneously. This is optimal for forms meant to measure overall trends rather than specific insights.

Individual Field Reporting

For greater flexibility, you can opt to activate survey functionality on a field-by-field basis. This is beneficial in forms where only certain fields necessitate survey reporting. To do this, you’ll first need to deactivate the form-wide survey reporting and then enable the reporting option on the specific individual fields you choose in the form builder.

Displaying Poll Results

Displaying results is a vital component of utilizing the WPForms Surveys and Polls addon effectively. Poll results can be shown in a few different ways:

• In a Confirmation Message: You can display poll results immediately upon users submitting their responses. This provides direct feedback to participants and can enhance user engagement. To set up this display, ensure your form uses the Message Confirmation Type and check the Enable Poll Results box in the Surveys and Polls settings.

• Custom Poll Results with Shortcodes: If you want to showcase poll results elsewhere on your site, using shortcodes is a fantastic option. By embedding the appropriate shortcode into a page, post, or widget area, you can create a specialized display for your users that shows the real-time results from Dropdown, Checkboxes, or Multiple Choice fields.

Generating and Viewing Survey Reports

Once your survey is up and running, accessing and analyzing the data is crucial. After enabling survey reporting, you can effortlessly generate reports for any fields you’ve included.

To view the results, visit WPForms and hover over your form title to select “Survey Results.” You’ll be presented with a breakdown of the outcome for each field type. Reports will often present data visually through graphs and tables, allowing you to interpret the feedback quickly.

Different Formats for Data Interpretation

• Dropdown, Checkboxes, and Multiple Choice Reports: These results appear in both graphical formats and rows in a table format, making comparison easier for you.

• Likert Scale Reports: Data for these fields are tabulated for detailed analysis, showing both raw and percentage values for each response option.

• Net Promoter Score Reports: Gain deeper insights by assessing user loyalty through this metric. The results categorize feedback into Promoter, Passive, and Detractor, allowing you to determine overall customer satisfaction intuitively.

Saving and Printing Survey Reports

Handling survey data shouldn’t be a hassle, and WPForms has got you covered here as well. If you need printed records or saved files, simply utilize the options available on the Survey Results page.

You can save full survey reports or individual fields depending on your needs; you can choose to export results as JPG images or PDF files. For instance, this feature can come in handy when drafting presentations that require sampling data.

Frequently Asked Questions

WPForms’ Surveys and Polls Addon raises a few common queries that potential users often have regarding its capabilities:

• Can I display survey results on the frontend?
  Unfortunately, WPForms does not currently support displaying survey results directly on the frontend. However, users have the option to save results as images and then embed those on a page.

• Can I merge the survey results of two fields?
  Merging survey results from various fields is not supported at present.

• Can I hide poll options that receive no votes from the results?
  Yes, you can configure your poll to display only the options that have received votes. This helps declutter the information presented to users.

With these tools at your disposal, you can efficiently create interactive surveys and polls that not only gather responses but also provide insightful data analysis. Utilizing WPForms Surveys and Polls, you can significantly enhance how you engage with your site visitors, turning feedback into actionable insights that shape your services and offerings. Embrace the power of user feedback today!