> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Surveys

> Create multi-slide surveys for feedback, research, and lead qualification in the Hoop platform.

Surveys let you collect structured feedback, qualify leads, and gather research data across multiple slides. Unlike forms — which are typically a single page — surveys are built as a sequence of slides that guide respondents step by step.

<Frame caption="Surveys builder — multi-slide survey editor with element panel, styles, and themes">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-funnels-steps-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=4a19af14f4e8d81741493d340e618c79" alt="Surveys builder" width="1134" height="444" data-path="images/sites-funnels-steps-1.png" />
</Frame>

## Creating a survey

<Frame caption="Adding elements to a survey slide by drag and drop">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-surveys-create-1.gif?s=ef7acab0a9c5328e150e232ac469fd16" alt="Creating a survey" width="1340" height="826" data-path="images/sites-surveys-create-1.gif" />
</Frame>

<Steps>
  <Step title="Navigate to Sites > Surveys">
    Click **Sites** in the left sidebar, then select **Surveys**. Click **+ Add Survey**.
  </Step>

  <Step title="Choose a starting point">
    Select **Start from Scratch** or pick a template to get a head start.
  </Step>

  <Step title="Add slides">
    Each slide is a page in your survey. Click the **+** button to add more slides. Rename each slide by clicking the three-dot icon and selecting **Settings**.
  </Step>

  <Step title="Add elements to each slide">
    Click the **+** icon in the top-left to open the elements panel. Drag and drop fields onto the slide:

    * **Quick Add** — standard fields (name, email, phone, etc.)
    * **Custom Fields** — fields mapped to contact or opportunity data in your CRM
      Click a field to open its settings, mark it as required if needed.
  </Step>

  <Step title="Apply styles and themes">
    Switch to the **Styles** tab to customize colors, fonts, and layout. Use the **Themes** tab to apply a preset design.
  </Step>

  <Step title="Configure survey settings">
    Switch to the **Options** tab to set the on-submit behavior, notification emails, sticky contact, timezone capture, and GDPR fonts.
  </Step>

  <Step title="Save and integrate">
    Click **Save**, then click **Integrate** to get the embed code for placing the survey on a funnel, website, or external page.
  </Step>
</Steps>

***

## Survey list and actions

The Surveys list shows the name, last-updated date, and the user who last edited each survey. Use the three-dot **Actions** menu to:

* **Edit** — open the survey builder
* **Preview** — view the survey as a respondent
* **View Submissions** — access all submitted responses
* **Duplicate** — copy the survey including all slides and settings
* **Upload to Survey Templates** — save the survey as a reusable template
* **Share** — share the survey to another CRM location
* **Move to Folder** — organize surveys into folders
* **Delete** — permanently remove the survey

***

## Analyzing survey responses

Click **Analyze Surveys** from the surveys list to view response rates, individual field completion, and aggregate answer distributions.

<Frame caption="Survey responses — view submission rates, field completion, and aggregate answer distributions">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-surveys-analyze-1.gif?s=ef427ea0615cf06c4689d15fbf0b15bd" alt="Survey analytics" width="1588" height="616" data-path="images/sites-surveys-analyze-1.gif" />
</Frame>

<Frame caption="Conditional logic — show or hide slides based on previous answers to keep surveys relevant">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-surveys-conditional-logic-1.gif?s=788f16f6d405eeb7c509158159bd1bdc" alt="Survey conditional logic" width="1320" height="694" data-path="images/sites-surveys-conditional-logic-1.gif" />
</Frame>

***

## Conditional logic in surveys

Show or hide slides or fields based on a respondent's previous answers:

1. Click a field or slide.
2. Open the **Conditional Logic** tab.
3. Set the condition (e.g. if answer to Question 1 is "Yes", show Slide 3; otherwise skip to Slide 5).

Conditional logic keeps surveys relevant and reduces abandonment by only asking questions that apply to each respondent.

***

## Customizing the survey footer

The survey footer appears at the bottom of each slide and contains the navigation buttons (Back / Next / Submit). Go to **Surveys > your survey > Styles** to customize the footer text, button labels, and colors.

<AccordionGroup>
  <Accordion title="Mobile progress bar">
    Enable a mobile progress bar to show respondents how far through the survey they are. Go to **Settings** inside the survey builder and toggle **Mobile Progress Bar** on.
  </Accordion>

  <Accordion title="Setting up auto responders">
    After a survey is submitted, you can automatically send a response email. Configure this in the **Notifications** section of the survey settings. Use merge fields to personalize the email with the respondent's answers.
  </Accordion>
</AccordionGroup>

<Tip>
  Keep surveys to 5 slides or fewer when possible. Shorter surveys have significantly higher completion rates. Use conditional logic to ask only the most relevant questions.
</Tip>