Template library overview
Access the template library when creating a new survey. Navigate to Sites > Surveys, click Create Survey, and browse the available templates. Each template includes:- Pre-configured slides with appropriate question types
- Suggested question text you can edit
- Rating scales already set to the appropriate range
- Submission settings with sensible defaults
The template library is updated periodically. If you do not see a template for your use case, you can build a custom template and save it for reuse.
Available templates
- Feedback & Satisfaction
- Events & Training
- Research & Onboarding
| Template | Description | Key fields |
|---|---|---|
| NPS Survey | Net Promoter Score with 0-10 rating and open-text follow-up | Rating (10-step), Long Text |
| CSAT Survey | Customer satisfaction with 1-5 scale | Rating (5-step), Long Text |
| CES Survey | Customer Effort Score measuring ease of interaction | Rating (7-step), Long Text |
| Post-Purchase Feedback | Collect feedback after a sale or order | Rating, Multiple Choice, Long Text |
| Support Ticket Feedback | Rate the quality of a support interaction | Rating, Radio, Long Text |
Customizing a template
After selecting a template, the survey builder opens with all pre-configured slides loaded. You can modify every aspect of the template.Edit question text
Click any question to update the wording. Tailor it to your brand voice and the specific context of your survey (e.g., replace “our service” with your actual service name).
Adjust rating scales
Change the number of steps, icon style (stars, hearts, numbers), or endpoint labels on any Rating field.
Add or remove slides
Click Add Slide to insert new questions, or delete slides that are not relevant to your use case. Reorder slides by dragging them in the slide panel.
Configure field mapping
Map response fields to custom contact fields in the CRM so answers are saved on the contact record for segmentation and automation.
Update branding
Add your logo, set brand colors, and configure the thank-you message or redirect URL.
Creating custom templates
If none of the built-in templates fit your needs, create your own reusable template.Build your survey
Create a new survey from scratch with all the questions, slides, logic, and branding you want to reuse.
Test the survey
Submit a few test responses to confirm the flow, field mapping, and any Jump To logic work correctly.
Sharing templates
Templates can be shared within your HoopAI account in several ways:Duplicate and assign
Duplicate a survey template and assign it to a specific team member or campaign. Each copy can be customized independently.
Snapshot export
If you use HoopAI snapshots, surveys are included in the snapshot export. This lets you share your survey templates across sub-accounts.
Team access
All team members with survey permissions can view and duplicate existing surveys. Use naming conventions to keep templates organized.
Workflow recipes
Include the survey as part of a workflow recipe. When the recipe is imported, the associated survey template is created automatically.
Best practices
Start with a template whenever possible
Start with a template whenever possible
Templates are pre-tested structures. Starting from a template saves time and reduces the chance of design mistakes like missing field mappings or broken logic.
Maintain a template library
Maintain a template library
Keep a folder or naming convention for your custom templates (e.g., “TEMPLATE - Post-Service CSAT”). Review and update them quarterly.
Version your templates
Version your templates
When you make significant changes to a template, create a new copy rather than editing the original. This lets you compare performance across versions.