Today I’m going to introduce you to another add on: Gravity Forms Surveys.
Until now creating a survey for your site or on a client job would probably mean you’d look to dedicated tools (think Survey Monkey) but this job can now be attended to by this relatively new add on for Gravity Forms. In the same way as all of the extras for Gravity Forms work, it’s a separate plugin that you install that adds functionality to the main forms interface.
First things first – you’re going to need a copy of the Gravity Forms Plugin.
In the field editor Gravity Forms gives the field choices that you have grouped by type: standard fields, advanced fields and post fields. When activated the plugin give you just one new field type in the advanced section, don’t be put off by this there’s a lot of functionality in this new ‘Survey’ field.
Once you’ve found this new field type, building a survey is a matter of adding that field over and over to create the various questions that you’d like to ask your users.
This special survey field type allows you to choose from some standard options like: drop down menus, single line of text, paragraph of text but also provides three specific survey question formats:
One of the real features of this add on is the way that it just integrates with the main plugin. So as you’re adding survey fields, you continue to use many of the other features that Gravity Forms provides. All of these core features work just as well for surveys:
- Split forms (surveys over a number of pages)
- Conditional logic (user select XYZ in this field, show them a specific question)
- Set certain questions as required fields
- Limit the number of entries in a survey
- Embed hidden fields to collect extra data like the IP address, WordPress username, URL etc…
What does a survey look like?
Well I’ve build a fairly simple example to show you.
The way the results are presented is both slick and incredibly simple to use and understand. The best way that I can convey this is to just show you (Yes I have indeed sat here and filled in the survey a number of times so that I can show you!).
In the WordPress dashboard, you navigate in to the ‘Forms’ section and then ‘Entries’ as you normally do. Survey forms have a special option here though ‘survey results’. Clicking this reveals the results for your survey.
Depending on the field type the results are displayed in different ways.
Likert format questions
Radio button questions
These are listed so that you can review each of them
On the same interface there is also a filtering tool that allows you to view results based on the date that they were entered but also filter for responses that answer certain questions in a specific way.
Overall building a survey is very straight forward, if you’ve built any forms with Gravity you’re going to pick this up and create surveys with the same ease that you do other forms. New users don’t really face much of an additional learning curve for this add on, thanks to the seamless integration into the main plugin.
Have you used Gravity Forms to build a survey? What was your impression of the plugin? And if you have any tips for other users, be sure to share it in the comments below!