You don’t have to read minds to know what visitors think of your website… a WordPress popup survey plugin will do the trick! Start getting feedback now!
Approximate read time: 7 minutes
Can’t figure out why your bounce rate is so high or why sales are so low on your WordPress website? 🧐
A WordPress popup survey is just what you need! It’ll help you engage your audience and give them a better experience on your site.
Popup surveys are a great way to get feedback and learn more about your users so you can make data-driven decisions to increase conversions.
And with a 12% conversion rate, feedback popups are one of the most efficient survey tools!
So, how can you add a survey popup to a WordPress site? Let’s find out.
🤔 Why Use a Popup Survey?
Before we dive into doing, let's talk for a second about why a popup beats a plain old survey:
- Higher Response Rates 📈 Popup surveys are proven to have higher response rates than traditional surveys. People are much more likely to share their opinions on your website than a survey in their inbox.
- Better User Experience 😀 Popup surveys can appear at specific moments, helping find problems and finding out what visitors think! And by learning about your visitors and their behaviors, you can improve your website and keep them coming back for more!
- Improved Engagement and Conversion Rates 🤝 Engaging your visitors with interactive popup surveys increases their time on your site and boosts conversion rates. Not only do they feel involved, but you also build trust by listening to their feedback. And trust goes a long way toward making sales!
Those are some huge benefits, right?
But you’re probably thinking, “Ugh, popups! 😑 They’re so annoying!”
We get it.
Popups can be a pain when they’re done wrong. The good news is, it isn’t hard to do them right. Especially if you use a popup survey WordPress plugin.
Let’s get our hands dirty and help you make an effective popup survey to give you important insights while also getting visitors’ attention!
🛠️ How to Create a Popup Survey in WordPress
Why waste your time building a custom survey popup when there are plugins that can do it for you?
And forget coding!
There are tons of popup survey WordPress plugins for lead generation, contact forms, cart abandonment, or user feedback. However, most only let you make one type of form or popup. 😒
But with Formidable Forms and OptinMonster, you can create eye-catching popup surveys as well as other kinds of interactive content like quizzes, contact forms, and calculators.
Install these two plugins and poof 🪄, most of your work is done!
You’ll need three things to get started: Formidable Forms Pro, the OptinMonster WordPress plugin, and an OptinMonster account.
Got ‘em? Great, let’s go!
Step 1: Install and activate Formidable Forms
If you haven’t already, pick up a Formidable Forms license then head to the Plugins tab on your WordPress dashboard to install and activate Formidable Forms on your website.
Once you’ve activated the plugin, go to Formidable → Global Settings and click the Connect An Account button to enter your Formidable Forms account information.
Next, select Formidable → Add-Ons from your WordPress dashboard. On this page, search for, install, and activate the Surveys and Polls Add-On.
Only one more step and you’ll be all set up!
Step 2: Install and activate the OptinMonster Plugin
Back in the Plugins tab on WordPress, search for, install, and activate the OptinMonster plugin.
After it’s activated, open OptinMonster and enter the API Credentials for your OptinMonster account.
Don’t have an account yet? Create your OptinMonster account now.
Yay, we’re all done installing and activating! 🎉 Time to make some surveys.
Step 3: Make a WordPress survey form with Formidable Forms
Now that you have your WordPress survey tools, go to Formidable → Forms, then click +Add New to create a new form.
Use a template to make things extra easy — our Net Promoter Score (NPS) Survey Template is a favorite — or choose Blank Form to build your survey from scratch.
💡 Could you use a little inspiration? Check out these exit intent popup examples.
Creating surveys is simple thanks to Formidable’s drag-and-drop form builder. You can see exactly what your form will look like while you build it and you don’t need to know how to code. 👍
⬅️ On the left, you can choose from different form fields to add to your survey form including a text field, scale, star rating field, and more.
Click and drag a form field to the right part of the screen to add it to your form. ➡️
You can click on any field in your form to customize the field settings. 🧑🎨 This lets you change the field title, description, and fonts, as well as the size and layout of the field.
👉 Learn More: How to Create a Form in WordPress.
Once you have it looking the way you want, click Update to save your changes.
Awesome, almost done!
Next, head to the Settings tab above the form builder to configure the form actions.
You can connect your email marketing platform to automatically add contacts to your email list, or set up automated email notifications for your team whenever a survey form is submitted. 📩
Hit Embed then select Insert manually to find your form shortcode. Go ahead and copy the shortcode (in this example, it’s “[formidable id=27]”) — you’ll need it for the next step.
Step 4: Create a WordPress popup in OptinMonster
Now, we’re ready to create a popup form in OptinMonster!
From the WordPress dashboard, head to OptinMonster. Under Popup, click Create New.
Next, we’ll pick a template to use. Since we’re just pasting our survey form shortcode, let’s go ahead and select Basic.
Give your campaign a name, then hit Start Building 🏗️. This opens the builder on the OptinMonster website.
The first thing we want to do is delete all of the elements in the popup. Click on an element to highlight it in purple and click the 🗑️ in the top left corner to delete it.
Wiped the slate clean? 🧽 Cool! Let’s get our survey form into the popup. (Don’t worry, this bit’s super simple).
From the Blocks tab on the left side of the popup builder, drag the Embed Form block into your popup form.
Then, we’ll paste the shortcode from Formidable Forms into this block.
The popup shows your form shortcode for now, but when you preview or publish your popup, you’ll see your actual survey form in the popup.
All that’s left is to set up your popup display and targeting rules! ⚙️ Click Display Rules at the top of the screen to tell your popup survey when it should appear on your website.
You can choose to display your popup after a certain amount of time on page and pick which pages and posts should display your form.
And if you have a premium OptinMonster plan, you can even opt to show your popup on exit intent.
Then hit Save and you’re ready to preview and publish your popup form!
Step 5: Test and publish your popup survey
Before launching your survey, it’s a good idea to test it to make sure it works the way you want.
We recommend using the "Incognito" mode in your web browser, so you can get around those pesky cookie and cache problems 😖.
Ready to make your WordPress popup survey?
WordPress popup surveys are a great way to get valuable feedback from your website visitors. Thanks to high response rates and instant user feedback, they give you the data you need to efficiently improve the user experience on your website.
So what are you waiting for? Start creating your popup survey today to unlock important audience insights and boost your business! 📈
And grab a subscription to Formidable Forms to help your forms skyrocket your website growth! 🚀
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