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How to Easily Create Post Purchase Surveys in WooCommerce

The right way to Simply Create Publish Buy Surveys in WooCommerce


Are you searching for one of the best ways to collect helpful suggestions about your WooCommerce retailer out of your lively prospects?

Person surveys can assist you get useful data so you need to use it to make data-driven selections. For instance, they can assist you learn the way to enhance your gross sales funnel or why your prospects purchased a selected product.

On this article, we are going to present you easy methods to simply create put up buy surveys in WooCommerce.

Why Use Publish Buy Surveys in WooCommerce?

In case you have a WooCommerce retailer, then you definately could also be questioning what your prospects consider your merchandise and on-line retailer. There’s no simple option to discover out with out really asking them.

Fortunately, you need to use a WordPress survey plugin to gather actual person suggestions shortly and simply. This suggestions will aid you uncover the ‘why’ behind each web site customer’s motion. That is one thing you possibly can’t be taught from Google Analytics alone.

When creating your buyer survey, be sure to don’t add any pointless questions. The questions you ask ought to get you essentially the most useful data and insights.

Listed below are some examples of questions you possibly can ask your prospects after checkout:

How lengthy have you ever been a buyer?

How did you uncover us?

Was our pricing web page simple to grasp?

Which of our merchandise have you ever used?

How happy are you with our merchandise?

Have you ever wanted to contact customer support?

Do you may have any further feedback or strategies?

By asking for person suggestions after every WooCommerce buy, you’ll be taught methods you possibly can enhance your gross sales funnel to spice up person expertise and enhance gross sales.

When you already know the why or the intent behind customers’ actions, you possibly can simply determine why your guests purchase or don’t purchase your merchandise.

With that being stated, let’s check out easy methods to simply create put up buy surveys in WooCommerce. We are going to cowl two completely different strategies:

Creating Publish Buy Surveys Utilizing UserFeedbackCreating Publish Buy Surveys Utilizing WPForms

Technique 1: Creating Publish Buy Surveys Utilizing UserFeedback

UserFeedback is an easy-to-use survey plugin by the MonsterInsights workforce. It allows you to ask your web site guests questions and acquire their suggestions in actual time. It additionally makes it simple so as to add the survey to particular WooCommerce pages, such because the order affirmation web page.

UserFeedback features a Publish Buy Evaluate template to present you a head begin in creating your survey. Plus, you possibly can customise how your popup surveys look in order that they fully match your model and web site design.

First, you must set up and activate the UserFeedback plugin. For step-by-step directions, you possibly can observe our tutorial on easy methods to set up a WordPress plugin.

Notice: There’s a free model of UserFeedback that you need to use to get began. Nonetheless, you have to the options of the Professional model to create a put up buy survey.

Setting Up the UserFeedback Plugin

As soon as the plugin is activated, the setup wizard will robotically launch. Click on the ‘Begin’ button to start the setup.

UserFeedback Setup Wizard

Subsequent, you can be prompted to create your first survey to indicate you what the plugin is able to.

We received’t be utilizing this instance survey, so you possibly can go forward and use the default solutions.

Choose question for your first UserFeedback survey

You possibly can select from a number of pre-written questions or create your personal query. Additionally, you will be capable to change your questions at any time.

For this tutorial, you need to merely click on the ‘Subsequent Step’ button to proceed.

Click on Next Step in the UserFeedback setup wizard

Subsequent, you will note the choice to allow particular UserFeedback options, relying in your license degree.

Go forward and allow the options you need or that your license degree permits.

Enable UserFeedback features

Upon getting finished that, you must click on the ‘Subsequent Step’ button on the backside of the web page.

Now, you possibly can enter the e-mail deal with the place you need the survey responses to be despatched.

Customize notifications for UserFeedback

Since we received’t be utilizing this survey, you don’t have to make any adjustments and might merely click on the ‘Subsequent Step: Publish’ button.

Within the ultimate step of the setup wizard, the options and addons you allow can be put in.

UserFeedback features and addons successfully installed

Then, you possibly can click on on the ‘Exit to dashboard’ button on the backside of the web page.

You will note the pattern ‘First Survey’ that you just created with the wizard.

Exit to UserFeedback dashboard

Now you possibly can unlock the Professional options of the plugin. You must enter the license key that was emailed to you while you bought a UserFeedback plan.

You’ll need to navigate to UserFeedback » Settings within the WordPress admin space. As soon as there, merely paste your license key into the sphere and click on the ‘Confirm’ button.

Paste Your UserFeedback License Key

Be sure you click on the ‘Save Settings’ button after you have finished this.

After that, you possibly can allow the Professional options by going to the UserFeedback » Addons web page.

For every addon, you have to to click on the ‘Set up Addon’ button, adopted by the ‘Activate’ button that seems.

Install the UserFeedback Addons

That is essential for the reason that Further Templates addon features a Publish Buy Evaluate template, and the Query Varieties addon permits you to add star rankings and extra. Different addons permit you to additional customise your survey type.

Now that you’ve efficiently put in the UserFeedback plugin and its addons, you’re able to create your put up buy survey.

Making a Publish Buy Survey Utilizing UserFeedback

To create a brand new survey, you must return to the UserFeedback » Surveys web page and click on the ‘Create New’ button.

Creating a New UserFeedback Survey

This can present you dozens of survey templates that you need to use as a place to begin.

You must scroll down till you discover the Publish Buy Evaluate template after which click on it.

Click the Post Purchase Review Template

A brand new survey can be created for you. Some useful questions have already been added.

You possibly can change any query’s sort and title by merely pointing and clicking.

Editing a Survey Question in UserFeedback

Every query has a Settings tab the place you possibly can set the query as ‘Required’. The Logic tab allows you to present or disguise the query based mostly on the shopper’s earlier solutions.

With UserFeedback, you possibly can ask limitless questions and obtain limitless responses. You possibly can ask all forms of questions, together with multiple-choice and free-form questions, and even seize emails and acquire star rankings.

You may like so as to add among the questions we listed initially of this text. So as to add a query to your survey, merely click on the ‘Add Query’ button after the final query.

Adding a New Question in UserFeedback

Whenever you select a query sort from the dropdown menu, a brand new query can be added.

After that, it is possible for you to so as to add a query title. Relying on the query sort, you possibly can then customise the query in different methods, equivalent to labeling checkboxes or radio buttons.

Customizing a UserFeedback Question

Tip: The ‘Preview’ hyperlink on the high of the web page doesn’t simply preview the shape but additionally permits you to customise its colours.

You too can create a customized thanks message and redirect customers after their submissions.

Customizing the UserFeedback Thank You Question

When you may have completed modifying your survey questions, simply hit the ‘Subsequent Step: Settings’ button. This can open the Settings web page, the place you possibly can customise your survey much more.

Within the ‘Monitoring’ part, you possibly can allow or disable Google Analytics monitoring in case you have MonsterInsights put in.

Subsequent, within the ‘Concentrating on’ part, you possibly can choose what forms of units and pages you need your survey to seem on. You possibly can show the survey on all system varieties or create completely different surveys that concentrate on desktop and cell customers.

Targeting Device Type in UserFeedback

Subsequent, you possibly can scroll right down to the Pages setting space. That is essential as a result of it permits you to select the place the survey can be displayed.

The default setting is ‘All Pages’. This can show the survey on each web page of your on-line retailer. Nonetheless, we solely need to survey prospects after they’ve made a purchase order.

On this case, we should always show the survey on the order affirmation web page that’s displayed after checkout. This web page is also called the WooCommerce thanks web page.

To focus on this web page, you have to to pick out ‘Web page url is’ from the dropdown menu. After that, you need to sort ‘order-received’ within the subsequent discipline.

Targeting the WooCommerce Order Confirmation Page in UserFeedback

This works as a result of the setting matches partial URLs. The complete URL will change with every transaction however will at all times include the characters ‘order-received’.

You too can scroll right down to the ‘Conduct’ part. Right here, you possibly can configure settings like:

Show Timing – When the survey will seem on the web page.

Show Size – How usually the survey will seem to web site guests.

Survey Run Time – How lengthy the survey will seem on the designated pages.

UserFeedback Behavior Settings

As well as, you possibly can allow or disable the ‘Begin Survey Minimized’ possibility.

This shows a much less seen model of your survey as an alternative of robotically opening the primary query.

Enable minimized survey option

As soon as you’re finished altering the settings, you possibly can click on the ‘Subsequent Step: Notifications’ button.

This can take you to the Notifications web page, the place you possibly can select to ship your self an electronic mail with every new response to the survey. Merely depart the ‘Ship E mail’ toggle switched on after which enter a number of electronic mail addresses.

UserFeedback Notifications Settings

You too can allow conditional logic to set off electronic mail notifications when guests reply to your questions in a sure manner.

For instance, you may solely need to obtain an electronic mail if the person checks a field labeled ‘Would you like a callback?’

For this to work, your survey must include not less than one query with a radio, checkbox, NPS, or star score query.

After that, click on on the ‘Subsequent Step: Publish’ button to proceed.

Publish Your Survey

Lastly, there’s an choice to schedule the survey for a later date and time.

In case you are able to publish your survey instantly, then go forward and click on the ‘Save and Publish’ button.

Save and publish the UserFeedback survey

That’s it! You’ve efficiently created a survey type.

Now when your prospects buy gadgets out of your retailer, your survey will pop up on the order affirmation web page.

UserFeedback Survey Preview

Tip: It’s possible you’ll not see the shopper survey if you end up logged into WooCommerce. You’ll need to open your on-line retailer in a brand new incognito window or a unique internet browser.

Viewing Your Survey Type Outcomes

When you begin getting responses, you possibly can analyze them proper out of your WordPress admin dashboard utilizing easy-to-read stories.

Merely navigate to UserFeedback » Outcomes to see the whole responses, impressions, and extra particulars.

UserFeedback survey reports

Technique 2: Creating Publish Buy Surveys Utilizing WPForms

WPForms is the finest WordPress contact type plugin in the marketplace. It comes with a strong surveys and polls addon, which lets you shortly create highly-engaging survey kinds.

It allows you to mix the Surveys and Polls addon with highly effective WPForms options like conditional logic, multi-page kinds, customized notifications, electronic mail integrations, and extra.

Notice: You’ll need the Professional plan as a result of it consists of the WPForms Surveys and Polls addon. WPBeginner customers can use our WPForms coupon to get 50% OFF on all WPForms licenses.

Setting Up the WPForms Plugin

The very first thing you must do is set up and activate the WPForms plugin. For extra particulars, see our step-by-step information on easy methods to set up a WordPress plugin.

As soon as the plugin is activated, you must go to the WPForms » Settings web page and enter your license key. You will see that this data in your account on the WPForms web site.

Entering the WPForms license key

Don’t overlook to click on the ‘Confirm Key’ button.

Upon getting finished that, you need to head over to the WPForms » Addons web page and scroll right down to the Surveys and Polls addon.

Go forward and click on on the ‘Set up’ addon button to put in and activate the addon.

Install surveys and polls addon

Now you’re able to create the put up buy survey type.

Making a Publish Buy Survey Utilizing WPForms

You must go to the WPForms » Add New web page to create a brand new type. This can launch the WPForms type builder interface, and you may select from completely different pre-built type templates.

First, you need to present a title to your survey type on the high of the web page.

After that, you must select a template. Begin by clicking on ‘Addon Templates’ to record templates which can be suitable with the Surveys and Polls addon.

Select the Survey Form Template in WPForms

Then you must click on the ‘Use Template’ button on the Survey Type template. This can load a pattern buyer suggestions type template with a number of fields already added to it.

You possibly can simply level and click on to edit the fields, rearrange them with drag and drop, or take away them from the shape. You too can add new type fields from the left column.

The WPForms Form Editor

WPForms helps all commonly-used type fields, together with dropdown, radio buttons, checkboxes, Likert scale, textual content enter, score scale, and lots of extra. This makes it tremendous simple so that you can construct highly-interactive survey kinds.

There’s some conditional logic already constructed into the shape. For instance, the ‘How can we enhance?’ discipline will solely seem if a person selects 1 or 2 stars within the ‘Your Expertise’ discipline.

Add conditional logic to survey form

You possibly can see this by deciding on the ‘How can we enhance?’ discipline after which clicking the ‘Subject Choices’ tab on the left, as seen within the picture above.

If a few of your prospects log in to your on-line retailer, then you may make their life simpler by auto-filling a few of their data from their person profiles.

For instance, to auto-fill their electronic mail deal with, you must click on on the E mail discipline, then click on the ‘Subject Choices’ tab on the left. As soon as there, simply click on on the ‘Superior’ tab to indicate the superior discipline choices.

The Advanced Field Options in WPForms

You’ll discover a discipline the place you possibly can set a Default Worth for the e-mail discipline.

You possibly can enter data from their profile robotically by clicking on ‘Present Good Tags’.

Entering the User Email Smart Tag in WPForms

Now you merely click on the ‘Person E mail Record’ possibility, and the {user_email} good tag can be entered into the sphere. This can robotically add the e-mail deal with for logged-in customers.

You too can simply take away any fields that you just don’t want on the shape.

For instance, if you need to take away the ‘Title’ discipline, then you need to level at that discipline together with your mouse after which click on the crimson Trash icon that seems on the high proper of the sphere.

Deleting a Field in WPForms

If you want so as to add extra questions, equivalent to those we listed initially of this text, merely drag a brand new discipline onto the web page after which customise it.

Upon getting created the shape, you must click on the orange ‘Save’ button on the high of the web page to retailer your type settings.

Subsequent, you possibly can go to the Settings tab and choose ‘Confirmations’ within the WPForms type builder.

Edit survey form confirmation settings

Right here, you possibly can select whether or not to indicate a message or a web page and even redirect customers to a URL after they submit the survey type.

In addition to that, the WPForms Notifications tab allows you to edit the notification settings so that you just get electronic mail alerts when a person fills out your survey.

Edit notification settings

Now you can click on on the shut button to exit the shape builder.

Including the Survey Type to a Customized Thank You Web page

In case you have gone by the difficulty of making a customized WooCommerce thanks web page, then you possibly can simply add your put up buy survey to it utilizing a shortcode or a block.

Notice: Whether or not you’re utilizing the default thanks web page or a customized one, you can too show the survey as a popup utilizing a plugin. See the following part for particulars.

You will see that the shortcode you want by visiting the WPForms » All Kinds web page.

Finding the Survey Shortcode in WPForms

You possibly can then use the shortcode so as to add the shape to your customized thanks web page by following our information on easy methods to add a shortcode in WordPress.

Alternatively, for those who created your customized thanks web page utilizing the block editor or a web page builder plugin like SeedProd, then all you must do is drag the WPForms widget onto the web page after which decide the survey type you simply created from a dropdown menu.

Dragging the WPForms Widget Onto a Page in SeedProd

Upon getting saved your customized thanks web page, your prospects will see the survey after trying out.

Mechanically Displaying a Survey Popup Utilizing OptinMonster

You may choose to have the survey pop up robotically over the order affirmation web page, just like what occurs with the UserFeedback plugin in Technique 1.

The very first thing you must do is set up the free OptinMonster plugin. For extra particulars, see our step-by-step information on easy methods to set up a WordPress plugin.

Notice: On this tutorial, we are going to use the free OptinMonster plugin as a result of it does the whole lot we want. Nonetheless, with a Progress subscription, the premium model of OptinMonster has a lot stronger integration with WooCommerce.

Upon activation, the OptinMonster setup wizard will begin.

Merely observe the onscreen directions to arrange OptinMonster in your web site and create a free account.

The OptinMonster Setup Wizard

When you full the setup, you will discover your self on the OptinMonster dashboard.

You will note a welcome message, a hyperlink to the OptinMonster person information, and a video that can assist you get began.

The OptinMonster Dashboard

Now you have to to scroll down till you discover a field the place you possibly can create a brand new popup.

Merely click on the ‘Create New’ hyperlink.

Create a New Popup in OptinMonster

You’ll now see a group of popup templates. Since our popup will simply include our put up buy survey, we are going to use the minimal Canvas template.

You’ll find this template by typing ‘canvas’ into the search discipline.

Search for the Canvas Template in OptinMonster

Whenever you level your mouse over the Canvas template, two buttons will seem.

You possibly can create your popup by clicking the ‘Use Template’ button.

Click the Use Template Button in OptinMonster

You will note a popup asking you to present the marketing campaign a reputation.

You possibly can sort in ‘Publish Buy Survey’ after which click on the ‘Begin Constructing’ button.

Name the New Campaign in OptinMonster

The OptinMonster builder will open together with your chosen template. You possibly can see a preview of the popup on the precise, and there are blocks on the left you can add to the popup.

You must discover the WPForms block and drag it onto the web page.

Drag the WPForms Block Onto the Page

Now you can choose the survey you need to add.

Merely click on on the identify of the WPForms put up buy survey that you just created earlier. The WPForms shortcode can be added to your popup.

Select the WPForms Survey You Created Earlier

There’s nonetheless a placeholder picture and textual content block on the web page. These will be safely deleted.

Whenever you hover your mouse over the picture, a purple toolbar will seem. You possibly can delete the picture by clicking the Trash icon. You can be requested to verify the deletion.

Deleting an Image in OptinMonster

You possibly can delete the textual content block that claims ‘Drag blocks and parts to start out constructing your marketing campaign’ in the identical manner.

Your completed popup ought to embrace simply the WPForms shortcode. It is a good time to avoid wasting your work by clicking the ‘Save’ button on the high of the display screen.

Save the Popup in OptinMonster

Your subsequent job is to click on the ‘Show Guidelines’ tab and set how and the place the popup can be displayed.

The primary rule determines when the popup can be proven. The default worth is after you may have been on the web page for five seconds. This can work for many on-line shops, however you possibly can change the worth for those who like.

OptinMonster Time on Page Setting

Now you must scroll right down to the second rule, which you will discover slightly below the ‘AND’ label.

The default worth is to show the popup on each web page of your WordPress web site. You must change this in order that it solely shows the put up buy survey on the order affirmation web page.

The Current URL Path Setting in OptinMonster

To do that, you must click on the dropdown menu for ‘is any web page’ and choose ‘accommodates’ as an alternative.

One other discipline will seem, and you must sort ‘order-received’ right here.

The Current URL Path Matches When Contains Order-Received

This rule will match the affirmation web page URL. Though the URL adjustments with each transaction, it’s going to at all times include the characters ‘order-received’.

Now you possibly can click on the ‘Subsequent Step’ button to find out what occurs when the situations in these two guidelines are met.

OptinMonster Then Rules

The default settings right here will show the popup with none results or sound. If you want so as to add an impact or sound, simply use the dropdown menus.

As soon as you’re completed, you must click on on the ‘Subsequent Step’ button. You will note a abstract of the show guidelines you simply created.

Summary of Display Rules in OptinMonster

Be sure you click on the ‘Save’ button to retailer your settings.

Lastly, you possibly can click on the ‘Publish’ tab on the high of the display screen after which click on the ‘Publish’ button below ‘Publish Standing’. This can push the popup reside in your on-line retailer.

Publishing Your OptinMonster Popup

Now you can shut the OptinMonster builder by clicking the ‘X’ icon within the high proper nook.

Your prospects will now see the put up buy survey each time they end trying out. Right here’s the way it seems to be in our demo retailer.

WPForms Post Purchase Survey Preview

Viewing Your Survey Type Outcomes

WPForms reveals survey leads to lovely charts and graphs. You too can print survey outcomes and export them to your favourite spreadsheet software program.

To view your survey outcomes, you must go to the WPForms » All Kinds web page and click on on the ‘Survey Outcomes’ hyperlink under your survey type.

Click the Survey Results Link

On the outcomes web page, you will note your survey responses displayed in an interactive chart and tables.

You possibly can export responses to a single query and the whole survey.

Export survey results

On the highest, you will note choices to modify to completely different chart varieties and export choices.

It can save you particular person survey leads to JPEG, PDF, and Print codecs to simply share them on presentation slides, weblog posts, or social media.

We hope this tutorial helped you learn to create put up buy surveys in WooCommerce. You might also need to see our information on easy methods to create good coupons in WooCommerce or our knowledgeable picks for the most effective WooCommerce plugins to your retailer.

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The put up The right way to Simply Create Publish Buy Surveys in WooCommerce first appeared on WPBeginner.

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