How to Create a Customer Satisfaction Survey in WordPress (4 Easy Steps) - Banner

Do you want to know how your users feel about your service? A customer satisfaction survey is a great way to get feedback. With a well-designed survey, you can collect customers’ information, their opinions, and feedback. 

You can use that information for improving and creating new marketing strategies and to improve your service.

Why Do You Need a Customer Satisfaction Survey?

1. To Know Customers’ Expectations:

Customers have very high expectations when they buy any service. You can create surveys and run campaigns to know that you are meeting their expectations. 

2. To Know Customers’ Experience:

Any business needs to focus on their unhappy customers as much as they do on their happy customers. One should make sure that unhappy customers are contacted in person to detect the problem and fix it. For a good customer experience, you can use a customer feedback survey. 

3. To Strengthen Your Relationships With Customers:

You need to make sure that your customers know who you are. Customer satisfaction surveys help you build loyalty and as they engage people, it also helps you in increasing popularity.

Here, we’ll show you 4 easy steps on how to create a customer satisfaction survey using Quiz and Survey Master – WordPress Survey Plugin.

Step 1: Create a New Form

Once you install and activate Quiz and Survey Master plugin in WordPress, navigate Quizzes/Survey under QSM in the WordPress sidebar. Click on “Add New” to create a new form.

Select theme as per your preference and give your name to the form. In the “Form Type” field, out of the three types, Quiz, Survey, and Simple Form select “Survey”.

Create a customer satisfaction survey- Add new form

Now, select “Time Limit” for the survey. By default, there will be a value of 0, indicating no time limit for the survey.

If you want your users to log in to the site before taking a survey, select yes in the “Require User Login” field.

Also Read: Create a Quiz Using WordPress Quiz Plugin and Offer Certificates

The main ‘Quiz and Survey Master’ works for most of the users. But there are some special advanced features that some users might need. Quiz and Survey Master has 40+ addons. You can choose any add-on that fits your needs.

For more information on addons, read How to Install Addons.

Click on “Create Quiz” to create a new quiz.

Step 2: Add Questions

Now, it’s time to add questions to your survey. First, select a question type that goes with the requirement of your customer satisfaction survey.

Quiz and Survey Master has 15 different types of question in question types like a vertical multiple-choice, horizontal multiple-choice, paragraph, and 12 more. You can choose any type of question you require for your survey.

Then, type your question in the Question field and add a description to it, if needed.

Create a customer satisfaction survey- Add questions

For details of question types, read Question Types (Overview).

After adding a question, select answer type from the dropdown menu of “Answer Type”. There are three options for that as well. Select one. Now add answers to the survey. You can add as many options as you want.

You can even add answers’ descriptions by clicking on “Add Correct Answer Info”. This will show at the end of the survey, giving your users a detailed explanation of the answers.

If you want to categorize your options about customers’ experience, you can do that using Quiz and Survey Master. Click on “Select Category”. You can even add different categories to the same form. Click on “Add New Category”, to add a new category.

Add a featured image by clicking on “Add Image”.

After completing all these save your question by clicking on “Save Question”. Click on “Create New Questions” to add new questions, repeat the same procedure to make a customer satisfaction survey.

Also read: Create a Quiz Using WordPress Quiz Plugin and Offer Certificates (4 Easy Steps) – Quiz And Survey Master

Step 3: Customize Your Survey With Various Options

Quiz and Survey Master offers you various options to customize your customer satisfaction survey. Below, there is a detailed breakdown of that.

1. Contact Field:

If you want to collect your users’ data, you can use it by clicking on the “Contact” tab.

Create a customer satisfaction survey- Create contact

First, select a “Field Type” for your survey.

The “Label” field is used to label the field by providing text which will appear above the field.

Also Read: Create a BuzzFeed Style Quiz on WordPress with 8 Simple Steps

The next option is “Used For” which is used to collect user’s information like email address, business, and phone number.

If you want to force your users to give their details, check the “Required” option. By this, you can collect their information before the survey.

Use “Delete” or “Duplicate” to delete or duplicate the fields by clicking on the respective buttons. Click on “Add New Field” to generate a new field from the scratch.

Click on “Save Contact Field” to save all the fields.

2. Text:

There are different options when you can provide your users with some text in a customer satisfaction survey. Click on the dropdown button. You will see around 11 such options.

Every option has a different purpose. Select one according to your needs. There are also some variables allowed which you can use to generate text. You can see those in “Allowed Variables” on the right side.

Create a customer satisfaction survey- Edit text

 “Customize labels” allows you to change the default text that appears on the Survey Navigation Button, validation messages, and some other options.

3. Options:

Under the ‘Options’ tab, you get access to various field which you edit.

Create a customer satisfaction survey- Customize options

You can control your user’s activity and how you want your users to take the survey using this option. You can edit it according to your needs.

For more information on the Options tab, read the Options Tab.  

4. Emails:

After your users take the survey, you might need to send them a mail regarding their results or to just let them know that they have submitted the survey.

Create a customer satisfaction survey- Create emails

Quiz and Survey Master gives you access to edit an email using various “Template Variables”. Simply copy the variables from the “Insert Template Variable” option in the bottom-right corner. You can customize your email subject and content as per your preferences using template variables.

Click on “Add Additional Conditions” to add additional conditions on when the email should be sent.

After doing all these save the email by clicking on the “Save Emails” button. An email will be sent to the users once they finish the survey.

For creating a new email for a different purpose, click on “Add New Mail” and repeat the same steps.

5. Result Page:

You can create a result page for your users which will show at the end of the customer satisfaction survey. Clicking on the “Result Page” tab.

Create a customer satisfaction survey- Create result pages

On the “Result Page” tab, you can “Insert Template Variables” to customize your result page. By default, there are only two variables present, but you can add content like users’ names, their performance, email, and so on, using template variables.

If you feel like showing different result pages according to the user’s performance, click on “Add New Result Page”. You will again find various options to create another result page, customize it and save it by clicking on ‘Save Result Pages’.

6. Styles:

Now to make your survey look good appearance-wise, you will have to select a theme for it.

Create a customer satisfaction survey- Customize style

There are some predefined themes from which you can choose for your survey and also there is an option called ‘Custom Style CSS’ from which you can create a theme that fits your need. Create a perfect theme for your customer satisfaction survey, so that you can engage your users.

Step 4: Preview and Publish

Once done with adding questions, answers, and editing, it’s important to preview your survey.

Create a customer satisfaction survey- Preview and publish

On the top-right corner of the interface, find an icon for preview. Click on that and verify all the things in your survey are correct. If not, you can always go back and customize the options you feel need changes.

After proofreading, once you are satisfied with the customer satisfaction survey you can publish it by clicking the ‘Publish’ button on the top-right corner.

To know more about basic survey settings, read Quiz and Survey Settings.

Why You Should Collect Users’ Information?

1. To Increase Engagement:

Once you conduct surveys, you will know your users’ experience and it will help you to make strategies to engage them.

2. To Grow Your Database:

Every single person that comes to your business is a huge marketing opportunity for your brand. By collecting users’ information you will grow your database, which in the future will help you to send emails and messages to market your products.

3. To Understand Your Audience:

Collecting users’ information will help you understand your audience’s interest and their understanding of your brand. Understanding your audience correctly can help you generate leads

Conclusion

We hope that this article helps you in creating an amazing customer satisfaction survey.

Quiz and Survey Master is a great WordPress Survey plugin for making surveys, quizzes, polls, or other types of Question Answer Forms. You can collect your user’s information and engage with your visitors with some great customer satisfaction surveys.

QSM has many useful addons and third-party integrations that could help you in making the most of the Quizzes and Surveys. PayPal and Stripe Integration is one such addon.

Now that you know how easy it is to create surveys online, consider trying Quiz and Survey Master Pro. It includes many stunning addons that will enhance your customer satisfaction surveys by several times.

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