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The Form / Survey Builder section covers shared capabilities that apply to both forms and surveys across the Hoop platform. This includes embed options, reusable elements, advanced field types, and integrations available in both builders.
Form survey builder

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Getting the embed code

To embed a form or survey on an external website or a page outside the builder:
1

Open the form or survey

Navigate to Sites > Forms or Sites > Surveys and click on the form or survey name to open it.
2

Click Integrate

Click the Integrate button in the top-right corner of the builder.
3

Copy the embed code

For surveys, click the copy icon to copy the iframe embed code.For forms, choose the embed layout type (Sticky Sidebar, Slide-In, Popup, or Inline), set trigger and activation options, then click Copy embed code.
4

Paste into your page

Paste the code into your website or page builder’s HTML/custom code section.
Form embed options

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Advanced shared elements

Add a signature field to a form or survey for e-signature capture. Useful for consent forms, service agreements, and onboarding documents.
Allow respondents to upload files directly in the form or survey. Useful for collecting portfolios, documents, or images. Uploaded files are stored in the contact’s record.
Add a checkbox with a custom terms and conditions message. The respondent must accept the terms before submitting. Required for compliance when collecting sensitive data.
Insert an image into the form or survey canvas. Use this to add logos, product photos, or instruction graphics between fields.
Add a scoring field that assigns a numeric value based on the respondent’s answer. Scores accumulate across multiple score elements and can be used to segment or qualify contacts.
Add a star or emoji rating scale. Commonly used for customer satisfaction surveys and NPS-style questions.
Add a structured address field with sub-fields for street, city, state, ZIP, and country. Maps directly to the contact’s address record.
Add static descriptive text to the form or survey canvas — used for instructions, section headers, or introductory copy between questions.

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Advanced tab settings

Inside any form or survey, the Advanced tab controls:
  • Label and placeholder text for each field
  • Border and styling for individual form components
  • Required field toggle — mark fields as mandatory before submission
  • Hidden fields — pre-populate fields silently using URL parameters

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Sticky contact

The Sticky Contact feature pre-fills form and survey fields for returning visitors using browser cookies. When a known visitor opens a form, their previously entered information is automatically filled in. To enable sticky contact:
  1. Open the form or survey builder.
  2. Switch to the Settings tab.
  3. Toggle Sticky Contact on.
  4. Click Save.
Sticky Contact uses browser cookies. Team members entering data for different contacts should use incognito mode or clear their browser cookies between entries to prevent overwriting one contact’s data with another’s.
Sticky contact setting

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Integrating payments

Both forms and surveys support payment collection:
  1. Add a Products element to the form or survey canvas.
  2. Select the products to offer at submission.
  3. The checkout step is presented at form submission using your connected payment integration.
Supports one-time purchases, subscriptions, and recurring donations.

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Organizing with folders

Create folders in Forms or Surveys to group related assets:
  1. Click Create Folder and give it a name.
  2. Drag forms or surveys into the folder, or use the Move to Folder option in the three-dot Actions menu.
Deleting a folder permanently deletes all forms or surveys inside it. Move items out of a folder before deleting the folder if you need to retain them.
Use the Version History feature in the form or survey builder to review previous saved versions and restore an earlier state if a recent edit caused unexpected behavior.
Last modified on March 4, 2026