Wordpress

Connect SurveyTale with your WordPress page

If you want to run a targeted survey on your WordPress website, SurveyTale is the way to go! With our generous free plan and open source tech, you get everything you need to get started and keep full control over your data.

TLDR

1. Install the SurveyTale WordPress plugin

2. Create a free SurveyTale account

3. Find and copy the environment id

4. Copy the environment id into the right field in the plugin settings

5. Create survey on trigger “New Session” to test it

Step 1: Install the SurveyTale WordPress plugin

As long as the SurveyTale plugin is in review, please download it from our GitHub repository directly.

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Step 2: Create a SurveyTale Account

This is super straight forward: Go to app.surveytale.com/auth/signup, create the account, verify your email and you’re in!

When you see this screen, you’re there:

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Step 3: Find and copy the environmentId

Go to Settings > Setup Checklist where you’ll find your environmentId:

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Step 4: Copy the environmentId to the WordPress Plugin Settings

In your WordPress instance, go to the SurveyTale Plugin settings and copy the environmentId in the correct field:

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Then click the button at the bottom to see if the connection worked.

If you don’t use our Cloud, you also have to update the API Host

Great!

Step 5: Create survey on trigger “New Session”

Now that all is setup, we create a survey to display an example survey. Pick any template here:

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Keep the content for now, click on the Settings tab:

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Here we do three things:

1. Change survey type to App Survey or Website Survey (for public facing)

2. Select trigger “New Session”

3. Publish

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When you see this page, you did it!

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Step 6: Reload your page to check out your survey ?

You did it! Reload the WordPress page and your survey should appear!