How To Create A WordPress Survey Popup To Find Out Your Visitors’ Secret Thoughts

Do you know what your visitors secretly think of your site, products and services? A WordPress survey popup could help.

If people land on your site, hate what they see, and go away, you could be losing a lot of business. As Groove points out, for every customer who complains, there are 26 more who leave unhappy without saying a word.

1-complaint-26-customers

But what if you could become a mind reader, gain insight into your visitors’ secret thoughts, and regain some of that lost business?

The best way to do that is to ask, and a WordPress survey popup is a great way to do that. It’ll help you ask questions at the right time to gain true insight from your visitors.

In this article, we’re going to show you how to create a survey for your WordPress site and embed it in a popup so you can control when your visitors see it.

Why a WordPress Survey Popup?

There are lots of ways a WordPress popup survey can help your business. For example, you can:

  • Discover how your visitors are interacting with your site
  • Figure out potential problems that are getting in the way of conversions, leads and sales
  • Get real time feedback from visitors and customers
  • Reduce abandonment and increase conversions by interacting with visitors before they leave your site
  • Segment your visitors for future marketing
  • Grow your email list

ConversionXL cites one example where a popup survey helped to clarify what visitors were most interested in. They tweaked the messaging according to what they learned, and conversions increased up to 23.9% on some pages.

Best Practices for Survey Questions

Need some help creating survey questions? Here are a few best practices to follow.

  • Ideally, keep survey questions short, so the survey is easy to understand and complete.
  • If asking multiple questions, put them in a logical order.
  • Make sure the questions are direct and don’t lead respondents into the answer you’d like to hear.
  • Ask open-ended questions rather than yes/no questions – they will make respondents think.

Here are some questions you could ask in different situations:

Getting Feedback on a Website Design

  • What did you like best about our website?
  • What did you dislike most about our website?
  • What could we do today to improve your experience on our site?

Assessing the Effectiveness of your eCommerce Site

  • Were you able to find the items you wanted today?
  • How can we improve your experience the next time you visit?
  • Would you like to find out about new deals? If so, please enter your email below.

Real Estate Lead Generation

  • Did you find the property you were looking for today?
  • Where are you looking for a property?
  • What is your price range?
  • Are there any other must-haves for your new home?

Once you’ve chosen your questions, you’ll need to decide how to implement the survey on your site.

Which Popup Survey Tools Should You Use?

Which tools should you use to create your WordPress survey? A combination of WPForms and OptinMonster is an effective option for WordPress sites.

We recommend WPForms, a drag & drop WordPress form builder plugin, because it:

  • is flexible, allowing you to create any kind of survey form you want
  • stores the survey data so you can access it easily from your WordPress dashboard
  • integrates with MailChimp so you can easily collect leads for your email marketing
  • can send immediate notifications of WordPress survey responses so you can follow up with respondents immediately, or take quick action if there’s an issue to resolve.

If you’re not using WPForms, you can also create your survey in Google Forms. Here’s a Google Forms tutorial from WPBeginner to help you do that.

Creating the WordPress survey is just one part of the equation. You also have to find a popup tool so you can control when the survey appears and who sees it. That’s where OptinMonster comes in.

OptinMonster lets you:

  • Create attractive popup surveys via a wide range of themes and templates for every situation
  • Change the timing of the survey popup so you don’t annoy visitors by showing it too soon
  • Collect page-specific, actionable feedback by using OptinMonster’s advanced page-level targeting to show your survey only to people visiting certain pages
  • Show different surveys to visitors based on referral source, location, and even previous behavior on your site
  • Target visitors who are just about to leave your site or abandon their carts by using OptinMonster’s signature Exit Intent® technology to display a survey on the website just before they leave, and maybe stop them from leaving.

How to Create Your Popup Survey Form with WPForms

Login to your WordPress dashboard and navigate to WPForms.

wpf icon in wordpress dashboard

Click Add New and name your form.

wpf add new form

Scroll down to see the choice of available form types. Choose Blank Form so you have the maximum flexibility for customizing the survey form.

wpf choose blank form

This will take you the Fields window. Go to Add Fields and choose some fields to add to the blank form.

Some common options for surveys include Dropdown, Checkboxes, or Multiple Choice, as well as Single Line Text or Paragraph Text. You’ll likely also want to use the Email field to collect respondents’ email addresses so you can follow up with them.

First, we’re going to add a multiple choice questionnaire for a small business website. Click on Multiple Choice.

wpf select mutiple choice

Click on the preview to change the name of the section. We’ve used the space to ask a question. Next, edit the default fields, and add your own choices.

wpf fields edited

Return to Add Fields to add more fields. This time, we’re going to add Checkboxes for a simple yes/no question.

wpf select checkboxes

Click on the preview to edit the form. Remove the third choice, then change the form title and edit the boxes.

wpf checkboxes added

Add a Paragraph Text field, so you can ask an open-ended question, and leave space for visitors to respond.

wpf add paragraph text

Finally, go back to Add Fields and add an email field. Edit it as previously described. If you wish, deselect Required so entering an email becomes optional.

wpf add email required deselected

Save your form.

wpf save button

If you want emails collected to integrate with your email marketing software, go to Marketing, and enable one of the email marketing integrations.

We’re using MailChimp. Click the button, click Add New Connection, and give the connection a name. Save, and the the page will fill with your integration data.

wpf select mailchimp

Choose a list, then select the form fields you want to match with MailChimp. Save.

wpf mailchimp info

Click Embed to pop up the code you’ll need to add the survey to OptinMonster to create your WordPress survey. Keep it handy.

wpf embed code

Now, let’s go to OptinMonster to continue setting up your WordPress survey popup. Here’s how you do it.

Step 1. Create a Campaign

To create your OptinMonster survey popup, log in to the OptinMonster dashboard, and press Create Campaign.

om create campaign button

Choose a campaign type. We’re going to use the Lightbox Popup, which is proven to get visitors’ attention, so they won’t miss your survey.

om create lightbox

Choose a theme for the campaign. We’re going to use Canvas, which allows you to easily integrate code from other sites for a wide range of popup types. (For example, you can easily create a Facebook like popup with the Canvas theme).

om choose canvas lightbox theme

Give the campaign a name and press the Start Building button.

om name canvas lightbox

This’ll take you to the Optin tab of the OptinMonster campaign builder, where you’ll see a blank Canvas theme.

om canvas lightbox blank

Step 2. Edit the Campaign

Next, add the website where you plan to use the campaign.

om-blank-canvas-choose-website

Go back to the tab with the survey popup you created in WPForms and grab the survey code.

Then return to the OptinMonster campaign builder, and scroll down to Canvas Custom HTML.

Paste the survey shortcode into the empty box. If you want to add any other text, put it here. We’ve added some introductory text so our form has a friendly tone.

om add wpf shortcode

You’ll see the WPForms shortcode in the preview area. Don’t worry, the survey will pop up once the campaign is live on your site.

Save your campaign.

If necessary, adjust the Canvas size so the WordPress survey popup will look its best. We changed the height to 550 pixels, as the form was taller than the default Canvas height.

om resize canvas

You can make your WordPress survey popup stand out even more. by adding a display effect or a sound effect. To change how the survey popup displays, Go to Optin » Display Effect, and select one of the available options. We’ve chosen Tada.

om choose display effect

To get visitors’ attention with a sound, go to Optin » Sound Effect, and choose a sound. We’ve selected Flam.

om choose sound effect

Save your campaign.

Step 3. Set the Display Rules

OptinMonster has a wide range of powerful display rules you can use to change when your WordPress survey appears, and who sees it. We’re going to set display rules now.

First, go to Display Rules » When should the campaign appear? The After ‘X’ seconds display rule is already enabled. This ensures that anyone who’s been on your site for a short while will see your campaign.

om-time-on-page-5-seconds

But we’re going to set the survey to appear On Exit-Intent®.

om exit intent enabled

This powerful technology detects when people are about to leave your site, and shows your popup at precisely the right time to grab their attention and stop them from leaving. You can mimic this effect for mobile devices with OptinMonster’s InactivitySensor™.

om inactivitysensor

You can also make the WordPress survey popup page-specific with page-level targeting.

Still in Display Rules, go to Who should see the campaign? As you’ll see, Visitors browsing specific pages is already enabled.

om visitors browsing

By default, it’s set to the home page so that all visitors will see your campaign even if you don’t specifically enable a rule. You can change this so the survey appears on a specific page.

For example, you might want to have it appear on your shopping cart or checkout pages, to get feedback from customers who are about to abandon their carts. Or you could put it on your lead magnet landing page, to try to understand why your conversions are low.

In our example, we’ve added the URL of the website’s services page.

om visitors browsing URL added

Step 4. Save and Publish Your Campaign

When you’ve completely finished editing your survey popup, save it again, and click the Publish button.

om select publish and save

This’ll bring up the publishing options. You can publish your survey popup campaign:

  • Via sitewide embed code so it appears across your site
  • Via campaign specific embed code, so you can publish just that single campaign
  • With a Shareable MonsterLink™, which will let you share your survey anywhere, for example via your social media profiles
  • On WordPress

om publishing options - wp

Step 5. Tweak Your WordPress Survey Popup Settings

When you start using OptinMonster, part of the process is installing the connector plugin. That ensures your campaigns display on your WordPress site, but that’s not all it does. It also lets you further refine how those popups display on your website.

When you make your campaign live, visit your WordPress dashboard. Click on the menu link for OptinMonster.

om-wp-select-om

This will take you to the list of campaigns. If you don’t see the name of your new WordPress survey campaign, click Refresh Optins. Press the Go Live link to make it live on your site.

om-refresh-optins

When you see the campaign, you can tweak display settings even more with the Edit Output Settings button.

om-edit-output-settings

That allows you to limit display of the popup to certain categories and tags, for example.

When you’re finished, click Save Settings to make your changes live.

Here’s how the final WordPress survey popup looks:

wordpress survey popup final

That’s it! Now you know how to discover your visitors’ secret thoughts with a WordPress survey popup so you can deliver exactly what they want and improve conversions, leads and sales.

Next, read our tutorial on scheduling OptinMonster campaigns so you can create a time-limited survey popup or learn how to boost engagement with a video popup.

Not using OptinMonster yet? Get started today and start converting more visitors into subscribers and customers!

Sharon Hurley Hall is a technical writer at OptinMonster. Sharon has been a professional writer for more than 25 years. Her career has included stints as a journalist, blogger, academic writer, university lecturer, and ghost writer. Find out more about Sharon at sharonhh.com

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