The SurveyGizmo WordPress Survey Plugin

Updated 06/10/2013

Overview

Click here to download the updated (April 1, 2013) SurveyGizmo 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 distribution links.

Requirements

• A 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+ (it 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.
• If your survey is already embeded and updates are made to the theme, you'll need to re-embed your survey in WordPress to display the updated theme.

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

1. Go to your login page, then Login to WordPress
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.  3. Click Upload
4. Upload your WordPress SurveyGizmo Plugin (found above)  5. Click Install Now
6. Click Activate Plugin

Installing Part 2: Authenticate your SurveyGizmo Account

After you install your SurveyGizmo WordPress Plugin, you'll need to authenticate your account.

1. Go to your Dashboard > Settings  2. Select SurveyGizmo from the list
PLEASE NOTE: If you receive the following error, this means your oauth.php plugin is out of date or not installed and you'll need to do that first (please see OAUTH.PHP on how to install it).  3. Click Authenticate With SurveyGizmo
4. You will be asked to log in to SurveyGizmo. Enter your login credentials  5. Click Authenticate
Next, you'll be asked to approve access to your account.  6. Go ahead and Click "Approve"
If it's been added properly, you should see the message to the right.

Installing Oauth.php

If you find that you receive the following error when trying to authenticate your SurveyGizmo account with your wordpress plugin, it means your oauth is either out of date, or not installed:

Fatal error: Class 'OAuthConsumer' not found in /html/wp-content/plugins/surveygizmo/options-general.php on line 226

If you have an oauth.php installed and you're getting the error, this means it's out of date and before you follow the steps below you'll need to go to your Plugins-->Installed Plugins and deactivate, then delete your Oauth.php plugin before moving forward.

1. Go to Plugins-->Add New
2. In the search field, search for 'Oauth.php'
3. Under Oauth.php, click "Install Now"
4. If it's installed correctly, click 'Activate Plugin'  5. Return to Authenticate your SurveyGizmo Account

Installing Part 4: 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!

1. Click "New" then Post or Page, whichever you prefer
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  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.
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 in an Open Status. Only Open 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.  5. Finish customizing your post then click "Publish"

Troubleshooting

Oauth Error Messaging

If you experience the following error message: Fatal error: Class 'OAuthConsumer' not found in /html/wp-content/plugins/surveygizmo/options-general.php on line 226, then it means your oauth plugin is out of date or may need to be reinstalled. To learn how to do this, please visit Installing OAuth.php

SurveyGizmo Plugin Pop Up issues:

If you cannot get the pop up to appear, it mean that another 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.

Have questions? Want to comment on this? Join the discussion on our SurveyGizmo Support site.