The SurveyGizmo WordPress Survey Plugin

Available to All Account Levels.

Overview

You can access the SurveyGizmo WordPress Plugin at anytime by downloading it here: WordPress Plugin

SurveyGizmo’s survey plugin for WordPress gives you the best of both worlds. Use SurveyGizmo to build powerful, sophisticated and custom-styled surveys, but stay in WordPress to monitor responses. The survey plugin also makes it easy to quickly edit, preview, or grab your publishing links.

Requirements

• A Free SurveyGizmo Account – Need one? Get it here.
• A server supporting PHP, and CURL or fopen (note: works with Windows servers as of 1.0.1)
• WordPress 3.0 and above (may work on 2)

What can you do with SurveyGizmo and WordPress

• Run everything from polls to multi-page surveys right from within your WordPress posts and pages
• Build a custom and full-featured contact form or lead generation form for your “Contact Us” page
• Take results from a survey/form and post them to another API, such as Constant Contact, Sales Force, Aweber, etc (by embedding a survey that has Salesforce, ExactTarget or HTTP POST actions attached to it).
• Basically, if you need a form on a web page, SurveyGizmo can help you build it

Styling your Survey

If you’re going to be using tables in your survey and you plan on embedding it in WordPress we suggest making sure you use a theme with dark text. Otherwise the table headers will not show up on the white WordPress Background.

Installing

Part 1: How do I install the plugin provided above?

SurveyGizmo WordPress Plugin

Step 1: Go to your login page, then Login to WordPress
Step 2: Click on Plugins and then click “Add New” at the top of the screen
The WordPress plugin should be available in the WordPress plugin page, however if you do not see it, you can easily download it above and use the Upload option pictured to the right. Step 3: Click Upload
Step 4: Upload your WordPress SurveyGizmo Plugin (found above) Step 5: Click “Install Now”
Step 6: Click “Activate Plugin”

Part 2: WordPress Oauth Plugin

After you install your SurveyGizmo WordPress Plugin, you’ll need to set up your Oauth.

Step 1: Go to your Dashboard –> Settings Step 2: Select “SurveyGizmo” from the list
Step 3: Right Click “Register your application” and open it in a new tab NOTE: Before clicking “Register your application” please be sure you are logged into your SurveyGizmo account
Step 4: Fill in your registration information (You only need to fill in your Name and Email, you can disregard the rest), then click “Generate”. You will then be provided two keys: Consumer Key Consumer Secret
Step 5: Go back to your WordPress tab, and fill in the Consumer Key and Consumer Secret you were provided Step 6: Click “Save Changes”
Step 7: Click “Get Access Token“ Step 8: It will ask you to login to SurveyGizmo, go ahead and do so.
If it’s been added properly, you should see the message o the right.

Part 3: Setting up your SurveyGizmo page in WordPress

Now that you’ve installed and configured your plugin, you probably are looking how to go ahead and add it to your page! Follow the simple steps below, and you’ll be all set!

Step 1: Click “New” then Post or Page, whichever you prefer
Step 2: Name your post NOTE: If you do not do so now, when you get to your SurveyGizmo pop up, it will provide you an error and not allow you to move forward until you add the title to your post Step 3: Click on the small SurveyGizmo icon NOTE: If you cannot see the icon, try uninstalling and re-installing the plugin, this should fix the problem.
Step 4: Double click the survey name you’d like to embed in your WordPress blog. To find your survey, you can use the search bar in the upper right hand corner and it will search for your survey by title. NOTE: If you cannot see your survey in the list, double check to make sure your survey is launched. Only Launched surveys will show up in the Insert a Survey list.
You’ll notice that the embed code for your survey will appear in the body of your post. Step 6: Finish customizing your post then click “Publish”

Troubleshooting

Oauth Error Messaging

If you experience the following error message, then it means your oauth plugin is out of date or may need to be reinstalled. You can do this by going to your Plugins page–>Add New, and then searching for oauth in the search field.

SurveyGizmo Plugin Pop Up issues:

If you cannot get the pop up to appear, it mean that a plugin you have that installs extra modules on the post/page may be interfering with the functionality. You may need to go to your Plugins tab and systematically deactivate all plugins and reactivate them one by one to see which one may be interfering.

Related Articles

Feature: WordPress Survey Plugin: http://www.surveygizmo.com/survey-features/wordpress-survey-plugin/

UPDATED: 05/01/2012