Surveys in HoopAI are multi-slide experiences designed for collecting thoughtful, structured feedback across multiple questions. Unlike a form — which presents all fields on a single page — a survey displays one question or a small cluster of questions per slide, moving the respondent forward one step at a time.
This format reduces cognitive overload, encourages more complete and considered responses, and provides slide-level analytics so you can see exactly where respondents drop off.
| Feature | Form | Survey |
|---|
| Question layout | All fields on one page (or multi-step pages) | One question or theme per slide |
| Best for | Lead capture, intake, file collection | Feedback, onboarding, research |
| Progress indicator | Optional progress bar | Progress bar on by default |
| Jump logic | Redirect after submission | Route to a different slide mid-survey |
| Drop-off analytics | Overall completion rate | Per-slide drop-off data |
| Scoring | Not built-in | Available via rating fields and custom scoring fields |
When to use a survey
Surveys work best when you need to:
- Collect client feedback after a service, session, or purchase
- Onboard new clients by learning their goals, preferences, communication style, and history across ten or more questions
- Run research to understand your audience before creating a program, product, or offer
- Score sentiment using a rating field to measure satisfaction, likelihood to recommend, or perceived value
- Route respondents to different follow-up questions based on their answers using Jump To logic
Building a survey
Surveys use the same builder interface as forms. Navigate to Sites > Surveys > Builder to create a new survey. Each slide is a separate section in the builder. You add slides by clicking Add Slide at the bottom of the canvas.
Within each slide you can add any combination of field types — the same library of standard and custom fields available in forms. You can also add static content like headings and paragraph text to provide context before a question.
Rating fields and NPS
The Rating field is particularly useful in surveys. It lets respondents express a score using a visual icon scale — stars, hearts, thumbs-up, flags, or lightbulbs — with between 1 and 10 steps.
For NPS-style measurement, configure the rating field with 10 steps, add “Not at all likely” as the left label and “Extremely likely” as the right label, and use a neutral icon like a number scale or stars. The response is stored as a number, which you can use to segment contacts in automations or calculate average satisfaction scores over time.
Storing the rating value:
- Absolute value — the raw number selected (e.g., 8)
- Percentage — converted to a percentage of the scale (e.g., 80%)
- Fraction — stored as a fraction of the max (e.g., 8/10)
Map the rating field to a custom contact field so that each new survey response updates the contact’s score in the CRM.
Jump To logic
Jump To logic routes respondents to different slides based on their answer. This is the survey-specific equivalent of form conditional logic.
To configure Jump To logic on a multiple-choice or radio field:
- Click the answer option you want to route from.
- A Jump To dropdown appears next to that answer option.
- Select the slide the respondent should go to after choosing that answer.
For example: a satisfaction survey might ask “How would you rate your experience?” — contacts who select “Excellent” skip ahead to an open-text referral question, while contacts who select “Poor” are routed to a slide asking them to describe what went wrong.
HoopAI prevents infinite loops automatically — you cannot create a Jump To rule that sends a respondent back to a slide they have already completed in a way that creates a loop.
Survey-specific analytics
When you view analytics for a survey under Sites > Forms > Analytics, selecting a specific survey unlocks slide-level data:
- Views per slide — how many respondents reached each slide
- Drop-off count and percentage — how many respondents left the survey at each slide, shown as a count and a percentage of total views
This data identifies exactly which slide is causing the most abandonment. A slide with a high drop-off rate is a clear signal to review the question wording, reduce the number of required fields, or reconsider whether that information is necessary.
Automating based on survey responses
Surveys use the same Form Submitted workflow trigger as forms. You can set up a workflow that fires when a specific survey is submitted and then branches based on the submitted answers.
For example: after a post-session feedback survey submission, check the rating field value. If it is 8 or above, send an automated email asking the client for a Google review. If it is 5 or below, notify a team member to follow up personally.
Keep individual survey slides short — one to three questions maximum per slide. Slides that feel too long increase drop-off significantly. If you need to ask ten questions, spread them across seven or eight slides rather than two or three.
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