HoopAI gives you three distinct tools for collecting information from contacts and leads: forms, surveys, and quizzes. While they share a common drag-and-drop builder and integrate with the same automation workflows, each serves a different purpose and produces a different kind of experience for the person filling it out.
A form is the most straightforward data collection tool. It presents all fields on a single page (or across multiple pages for longer inputs) and submits everything at once. Forms are best for:
- Lead capture — collecting a name, email, and phone number from a website visitor
- Contact requests — letting prospects book a call or ask a question
- Intake questionnaires — gathering information before an appointment
- Event registrations — signing up contacts for a webinar or workshop
- File collection — receiving uploaded documents, photos, or signed agreements
Forms don’t have built-in scoring and aren’t designed to branch heavily based on answers, though conditional logic lets you show or hide fields based on what someone enters. The contact is created or updated in your CRM the moment the form is submitted.
Surveys
A survey is a multi-slide experience where each screen typically contains one question or a small cluster of related questions. Contacts move through the slides one at a time, which reduces cognitive load and makes it easier to collect thoughtful answers to multiple questions.
Surveys are best for:
- Feedback collection — asking clients about their experience after a service
- Onboarding questionnaires — learning about a new client’s goals and preferences before a first session
- NPS-style sentiment tracking — using the rating element to measure how likely someone is to recommend you
- Branching questionnaires — routing respondents to different follow-up questions based on their answers using Jump To logic
Surveys support slide-level analytics that show you exactly where respondents drop off, making it easy to identify friction points in longer sequences.
Quizzes
A quiz is a scored assessment. Each answer option is assigned a point value, and the total score is used to place the respondent into a result tier. Quizzes are best for:
- Lead qualification — segmenting prospects by knowledge level, budget, or readiness
- Educational assessments — testing what a student or member has learned
- Personality or style assessments — assigning contacts to a profile or program tier
- Audience segmentation — mapping quiz outcomes to custom contact fields and triggering different automations for each tier
Quiz results pages are fully customizable per tier, so a contact who scores in the “Beginner” range sees different messaging and a different call to action than someone who scores in the “Advanced” range.
| Goal | Best tool |
|---|
| Capture a lead’s contact details | Form |
| Collect files or a signature | Form |
| Ask 10+ questions without overwhelming | Survey |
| Route contacts to different follow-ups based on answers | Survey |
| Score and segment contacts by readiness or knowledge | Quiz |
| Show different results pages based on score | Quiz |
| Embed on a website or funnel page | Form or Survey |
| Post in a link via SMS or email | Any |
If you are unsure which tool to start with, use a form. Forms are the fastest to build, the simplest to embed, and handle the majority of lead-capture and intake use cases without any additional configuration.
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