Survey response dashboard
Access survey analytics by navigating to Sites > Surveys and selecting a specific survey. The analytics tab provides an at-a-glance summary of key metrics:- Total responses — the number of completed survey submissions
- Response rate — completed submissions as a percentage of total survey views
- Average score — the mean rating across all responses (for surveys with rating fields)
- NPS / CSAT score — calculated loyalty or satisfaction score (if applicable)
- Completion rate — the percentage of respondents who finished every slide
Analytics update in near real-time. New submissions typically appear in the dashboard within a few minutes.
Response rates and trends
Understanding how your response rate changes over time helps you optimize distribution timing and survey design.- Response volume
- Response rate trends
- Channel comparison
A time-series chart showing the number of responses received per day, week, or month. Use this to identify:
- Spikes from email or SMS campaigns
- Drop-offs after initial distribution
- Seasonal patterns in engagement
Score breakdowns
For surveys with rating or NPS fields, the score breakdown section shows how responses distribute across the scale.NPS breakdown
| Segment | Score range | Count | Percentage |
|---|---|---|---|
| Promoters | 9 — 10 | Shown | Shown |
| Passives | 7 — 8 | Shown | Shown |
| Detractors | 0 — 6 | Shown | Shown |
CSAT breakdown
A bar chart or pie chart showing the number of responses at each rating level (e.g., 1 through 5). The CSAT percentage is calculated from the top two ratings.Per-question analysis
If your survey has multiple rating questions, each one gets its own score summary. This lets you compare satisfaction across different aspects (e.g., product quality vs. support experience vs. delivery speed).Filtering by date, segment, and channel
Narrow your analytics view using filters to find patterns in specific subsets of your data.Date range filter
Select a predefined range (last 7 days, last 30 days, this quarter) or set a custom date range. Date filters apply to all charts and metrics on the page.
Contact segment filter
Filter by contact properties such as tags, smart list membership, assigned user, or custom field values. This helps you compare satisfaction across customer segments.
Channel filter
Filter by distribution channel to compare how respondents from email, SMS, or web embeds rate their experience differently.
Per-slide drop-off analysis
Survey analytics include slide-level engagement data that reveals exactly where respondents abandon the survey.- Views per slide — how many respondents reached each slide
- Drop-off rate — the percentage of respondents who left at each slide
- Completion funnel — a visual funnel showing how many respondents progressed from slide 1 through the final slide
- Too many required fields on a single slide
- A question that feels too personal or invasive
- A confusing question that respondents cannot easily answer
- The survey is too long and respondents lose interest
Exporting survey data
Export your survey data for external analysis, reporting, or record-keeping.CSV export
Download all survey responses as a CSV file. Each row represents a submission and includes the contact name, email, timestamp, and all field responses.
Filtered export
Apply date, segment, or channel filters before exporting. The CSV will only include responses that match your active filters.
Individual responses
Click into any individual response to view the full submission. From there, navigate directly to the contact record in the CRM.
Scheduled exports
Use workflow automation to export and email survey data to stakeholders on a recurring schedule (weekly, monthly).
Using survey data in reports
Survey data can be incorporated into your broader reporting strategy within HoopAI.Dashboard widgets
Dashboard widgets
Add survey metrics to your custom dashboards. Display NPS trends, CSAT scores, or response counts alongside other KPIs like revenue and appointment volume.
Contact-level insights
Contact-level insights
Because survey responses are mapped to custom contact fields, you can use them in smart lists, workflow conditions, and contact reports. For example, create a smart list of all contacts with a CSAT score below 3 for targeted outreach.
Trend comparisons
Trend comparisons
Compare survey scores across time periods (month over month, quarter over quarter) to measure the impact of operational changes on customer satisfaction.
Team performance
Team performance
If you tag survey responses with the assigned team member, you can compare satisfaction scores by team member to identify training opportunities or recognize top performers.