How To Create A Questionnaire In WordPress

SkyStra
Apr 11, 2021

Have you been thinking about adding a questionnaire to your website? If so, it’s a great idea! Questionnaires are perfect for gathering valuable focused information about your readers as individuals. Word of caution, though – don’t mistake survey for questionnaires. People often confuse the two, and while they are similar – they don’t have the same purpose.

The Difference Between Surveys And Questionnaires

A survey is a data collection medium intended for a wider audience, and the purpose is to look for behavior tendencies & data. Survey questions are usually more general in focus.

A questionnaire has a more local focus, and the goal is to get data from a person with a specific goal in mind.

A questionnaire is typically a mix of open-ended and closed-ended questions. Open-ended are long-form questions that offer the answerer the ability to elaborate on their views. 

Surveys, for example, always consist of a questionnaire, while questionnaires may not always be delivered in the form of a survey.

In short, questionnaires are designed for individuals, while surveys are used to understand the broader audience.

A questionnaire is essentially any written set of questions, while surveys are also the set of questions and include gathering and analyzing the data.

Here’s an example:

When you go to a doctor’s appointment for the first time, they usually ask you to fill out a  form with some basic questions. This is your specific health information that the doctor needs to know before proceeding with an examination or checkup.

When you finish an exam, some clinics ask you to fill out a survey to get some feedback on your experience: 

  • If you’re satisfied with the staff
  • If you got to see the doctor on time 
  • If you’re inclined to refer the clinic to your friends

Etc.

As you can see, these two are very different in nature and serve different purposes.

Here are some examples of the questionnaires:

  • Product Use Satisfaction Questionnaire
  • Customer Service Satisfaction Questionnaire
  • Communications Evaluation Questionnaire
  • Suggestions and Improvement Questionnaire

How To Write A Good Questionnaire

Any set of questions is a questionnaire, but you need to think long and hard about what information you want to gather about the individuals you’re questioning. Additionally, the success of your questionnaire depends on the quality of the questions you ask. 

Another essential aspect you need to think about is the length of the questionnaire. Nobody wants to spend 30 minutes responding to inquiries, and as the number of questions increases – the completion rate frequently decreases. 

Our formula is – keep it simple. In most cases, your questionnaire should have around ten questions, and if you need to ask more – make sure it doesn’t take longer than 10 minutes. We believe this will significantly increase the completion rate and that you’ll receive the data you need.

Creating A Questionnaire

Adding a questionnaire to your website is done in three straightforward steps:

  1. Install & activating a Questionnaire  plugin
  2. Build your questionnaire
  3. Publish your questionnaire to your website

In this example, we’ll use the free Quiz And Survey Master plugin:

It’s a perfect plugin for questionnaires, quizzes, surveys, and it’s packed with features. It’s also very intuitive to use, so we decided to showcase it in this article.

Install & Activate The Quiz and Survey Master Plugin

Log in to your WordPress Dashboard, head to Plugins > Add New, fill in Quiz and Survey Master in the top-right search field, and click Install Now:

Next, click Activate to activate the plugin:

The plugin will then ask you if you allow gathering usage and statistics data (anonymous):

We’re okay with this, considering it’s a free plugin, but do whatever you think is best for you. The plugin author explains why they do this here, so feel free to read more about it.

Configure 

Next, head to QSM > Settings and configure the plugin to your liking:

Unless your website focuses on fun and educational quizzes – we recommend disabling searching through quiz posts and disabling the quiz archive. Please note that these are just the plugin-wide settings, and there are much more for each questionnaire individually.

Create Your Questionnaire

Now to the fun stuff! Head to QSM > Quizzes/Surveys and click Create New Quiz/Survey:

Next, enter the name and choose the Survey option:

Click Create Quiz to proceed further.

The plugin will take you to the Questions page, where you can add your questions:

Fill in the question name, and choose the question type. There are tons of options to use:

Once you choose the question type, it will dynamically change the question body. For example, when we choose the Vertical Multiple Choice question, we receive the ability to add answers in the body of the question:

Make sure to select Required under the Publish meta box if you want to make sure the user doesn’t ignore that question:

Each time you finish working on the question – click Save Question to save changes. Otherwise, they’ll be lost.

Additionally, you can save the question in a specific category and enable the comment field for each question:

Go ahead, and add all the questions you want in this questionnaire using the method we described above.

To create a new question, click Create New Question button at the bottom of the page:

At some point, you’ll want to re-use questions in your new surveys/questionnaires, and the plugin has a handy Add Question From Question Bank option where it allows you to insert any question you had used previously:

Here’s how it looks:

Configure Your Questionnaire

Next, you need to configure options for your new questionnaire. If you look at the top of the page, you’ll see a menu with available options:

Each of these allows you to configure a different aspect of your questionnaire:

Questions – add/change/remove questions.

Contact – This will add a field to your questionnaire where your users can insert their contact details.

Text – Here, you can customize each message’s text during the questionnaire and all button labels.

Options – Here, you can find advanced options for your questionnaire, such as a progress bar, if user login is required, questions per page, time limit, and more.

Emails – Here, you can configure conditions when emails are sent from your website. For example, each time someone completes the questionnaire – the plugin will send you an email notification.

Results Pages – Here, you can define if you want to show the result page to the user or if you’re going to redirect them after the questionnaire is completed.

Style – This is where you can choose from the six predefined styles/colors and use your custom CSS.

At all times, you can preview how your questionnaire looks by clicking on the monitor icon at the top-right corner:

Once you’ve finished configuring everything, click the Publish Quiz button in the top-right corner of the page:

Publish Your Questionnaire

To publish your new questionnaire, head back to QSM > Quizzes/Surveys, and click on the monitor icon under the Shortcode column:

This will reveal the shortcode which you need to copy:

Once copied, paste the shortcode into the editor body in your page or your post:

Click Publish to publish your new page, and voila!

Final Words

As you can see, creating a questionnaire on your website can be a piece of cake and doesn’t require much time. It also allows you to learn more about your audience and collect valuable information on what they like and what they want to improve regarding your website or service.