How to make an interactive Survey Popup for your WordPress website

Are you trying to receive feedback about your services or website? Then a survey is just what you need!

Customer opinion is the biggest incentive for game-changing progress in any business. And a WordPress Survey Maker by AYS is a perfect technique to figure out what your users like and dislike about your products. It gives you tips for improving your business and user experience. If something doesn’t live up to customers’ expectations, there will only be a few people expressing their complaints. But what about those that stop using your services without any feedback? Their experience is also important, right?

That’s when a survey comes into play. Asking what the issue is all about instead of guessing would give you a greater knowledge of what you need to improve. Surveys do encourage people to share their feelings about what you offer. In today’s article, you are going to learn how to build a form in WordPress and insert it into a popup without effort. But first, let us point out the reasons why you need to implement popup surveys on your site.

Why Do You Need a Survey Popup?

A survey popup is valuable for many reasons. To begin with, it helps you understand who your customers are, what they need, and what you can do for them. It is necessary if you want to capture insights from users and make changes in your business strategies according to them. This also refers to detecting the problems that concern sales and goal completions.

Key Benefits of Survey Popups:

• Higher response rates compared to embedded forms
• Better customer segmentation opportunities
• Increased user engagement
• Reduced page abandonment
• Easier feedback collection in real time
• More control over popup timing and placement

With all that being said, let’s get acquainted with those survey and popup maker plugins that will help you accomplish your seemingly unrealistic goals.

Which Popup and Survey Tools Will Serve You the Best?

Among hundreds of tools intended for surveys and popups, I’m super happy to introduce the ones that are completely free for building popup surveys. With the Survey tool, you can create entertaining content for your WordPress website. Create surveys with logic jumps, build advanced level surveys with different types of questions. The WordPress Survey Maker plugin, together with the Popup Box plugin, is the best combination for your WordPress website.

Survey creation features

• Unlimited surveys and questions
• Multi-page surveys
• Advanced question types
• Logic jump functionality

Marketing and integrations

• MailChimp integration
• Campaign Monitor support
• Email notifications
• Real-time analytics

In order to be sure about all the information listed above, I suggest you read the article about 5 best WordPress Survey plugins.

Building popup surveys may seem lengthy to you because you have to deal with two plugins at the same time, but, in fact, it’s a super-fast process. Now, it’s time to learn how to create one in minutes.

How to Create a Survey Popup for Your WordPress Site

1. Create your survey

First, you need to create a survey using the Survey Maker by AYS plugin.

Go to your WordPress dashboard and:

• Install and activate Survey Maker
• Navigate to Surveys → Add New
• Add survey title and a short description of its purpose
• Start adding questions (name, email, multiple choice, rating, etc.)

2. Build your survey structure

• Add questions using the “+” button
• Create sections/pages for multi-page surveys
• Keep the survey short and focused for popup use

Note: Avoid too many questions or pages, as popup surveys should be quick and easy.

3. Configure survey settings

• Mark important questions as required
• Add an open-text field for detailed responses
• Create a Thank You message in Results Settings
• Make it engaging and appreciation-focused
• Save your survey

4. Copy your survey shortcode

After saving, copy the shortcode: [ays_survey id="your survey id"]

5. Create a popup in Popup Box Plugin

• Install and activate WordPress Popup Box Plugin
• Go to Popups → Add New
• Select Shortcode type popup

6. Insert your survey into the popup

• Paste your survey shortcode into the Shortcode field
• Choose display settings (all pages or specific pages)
• Enable or disable popup visibility

7. Customize popup behavior

• Set popup delay timing
• Configure auto-close options
• Add scheduling rules
• Set redirect URL after submission

8. Design and finalize your popup

• Customize popup layout
• Adjust box size
• Style visual elements
• Save popup settings

Result

You now have a fully functional survey popup that collects real-time user feedback, works inside a modal window, and can be customized for targeting, timing, and design.

Now it’s your turn to set the ball rolling with your ideal survey popups!

Optimal Use Cases for Using Survey Popups on WordPress Sites

Using surveys through popup forms on a WordPress site is way beyond just getting the replies from the forms. Popup surveys will not only aid in increasing the conversion rate but will also help in understanding user behavior, getting the response from customers, and figuring out what users expect from your website. Conducting proper surveys will definitely reap dividends in terms of decision-making.

The following are some of the best use cases for survey popups:

7 Tips for Building and Using the Most Effective Survey Popups

We can’t escape the truth — most people are not willing to fill out surveys. But whatever the case is, some proven techniques will encourage them to take action. Let’s go and find out those techniques together!

1. Know the Reasons for Conducting a Survey: Surveys help you gather different perspectives from your audience. However, before you proceed with carrying out a survey among your audience, it is essential to know what kind of information you intend to gather through the survey. For example, you may need to know why your visitors cannot be considered your potential customers, what is lacking on your site, and other similar factors.
2. Simplicity is Key: It is a fact that complex formats cannot be utilized in surveys that appear using popup windows. But then, what would you usually do when you have to encounter such surveys? How can you prevent yourself from having such an approach toward it? One thing is for sure, it is essential that you let your participants know the reason why you are doing the survey. In addition, you have to make it brief.
3. Time It Appropriately: Don’t let your visitors face a popup from the very beginning they come to your site. Instead, allow them the rare pleasure to go through your website for a while and find something interesting. You may even try to delay your popup surveys till they leave your website.
4. Design It to Match Your Website: The appearance of a popup form should not be underestimated. Quite the reverse, it can really make people go and fill out the form. Adjust its style to that of your website, cut out any unnecessary design element to get the most professional view possible.
5. Know Your Target Audience: Prior to conducting a survey, make sure you have segmented your target audience, and define who you want filling out your form. If, for example, you require information regarding some problems that the user encountered when using your product, then your only target should be those users who have already used your services.
6. Testing Is Key Prior to Launching: Another key point worth considering prior to rolling out a form is testing. Make sure it works without any errors. Besides, take your time to see if it functions properly both on mobile and desktop. It would also be great if you proofread the content carefully.
7. View the Reports and Act upon the Received Data: It’s not only enough to simply run a survey. Keep in mind why you have made so much effort for it. Read the reports periodically, distinguish those entries that correspond to your goal, and move your business toward that very direction.

Success Is Closer Than You Might Think

The secret to business growth is one — make your users feel like insiders. Your business just wouldn’t survive without them. And here’s where survey popups help. Concentrate all your efforts on creating the most engaging and suitable popup surveys to gain valuable insights into your customers’ needs.

Hopefully, I could help you with choosing the most fitting survey and popup maker plugins for your site. Follow the links to the Survey Maker by AYS demo and Popup Box demo and find out what they offer. Also, head to the free support forums of Survey Maker by AYS and Popup Box in case of any questions.

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Frequently Asked Questions

How do I create an embedded survey in a popup?

First, create the survey, and then navigate to the Popup Survey tab. Click Add New, choose Survey Type, select the previously created survey, and customize your popup survey settings.

How do I create a start page for my popup survey?

To add a start page, install the WordPress Survey plugin. Then go to Surveys → select your survey → Start Page tab → enable the start page option.

How can I schedule my popup survey?

To schedule a popup survey, install and activate the WordPress Survey plugin. Then go to Surveys → select your survey → Settings tab → configure the scheduling options.