> ## 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 overview

> Learn how HoopAI surveys work, what makes them different from forms, and how to use rating scales, NPS questions, and multi-slide logic.

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.

## How surveys differ from forms

| 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:

1. Click the answer option you want to route from.
2. A **Jump To** dropdown appears next to that answer option.
3. 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.

<Tip>
  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.
</Tip>