> ## 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.

# Survey Templates

> Browse, customize, and create reusable survey templates in HoopAI to launch feedback collection quickly.

Survey templates in HoopAI provide pre-built survey structures that you can customize and deploy in minutes. Instead of building every survey from scratch, start with a template that includes the right question types, slide layout, and scoring logic for common feedback scenarios.

## 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

<Note>
  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.
</Note>

## Available templates

<Tabs>
  <Tab title="Feedback & Satisfaction">
    | 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           |
  </Tab>

  <Tab title="Events & Training">
    | Template                  | Description                                          | Key fields                         |
    | ------------------------- | ---------------------------------------------------- | ---------------------------------- |
    | **Event Feedback**        | Post-event satisfaction and suggestions              | Rating, Checkbox, Long Text        |
    | **Webinar Feedback**      | Rate webinar content, speaker, and format            | Rating (multiple), Radio           |
    | **Training Evaluation**   | Assess training effectiveness and instructor quality | Rating, Multiple Choice, Long Text |
    | **Workshop Registration** | Collect attendee preferences and dietary needs       | Short Text, Radio, Checkbox        |
  </Tab>

  <Tab title="Research & Onboarding">
    | Template                  | Description                                             | Key fields                           |
    | ------------------------- | ------------------------------------------------------- | ------------------------------------ |
    | **Market Research**       | Understand audience preferences and behaviors           | Multiple Choice, Checkbox, Long Text |
    | **Client Onboarding**     | Gather goals, preferences, and history from new clients | Short Text, Radio, Long Text, Date   |
    | **Employee Satisfaction** | Internal team satisfaction and engagement               | Rating, Radio, Long Text             |
    | **Product Feedback**      | Feature requests and product improvement ideas          | Rating, Checkbox, Long Text          |
  </Tab>
</Tabs>

## 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.

<Steps>
  <Step title="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).
  </Step>

  <Step title="Adjust rating scales">
    Change the number of steps, icon style (stars, hearts, numbers), or endpoint labels on any Rating field.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Update branding">
    Add your logo, set brand colors, and configure the thank-you message or redirect URL.
  </Step>

  <Step title="Set up Jump To logic">
    Add conditional routing so respondents see different follow-up questions based on their answers.
  </Step>
</Steps>

## Creating custom templates

If none of the built-in templates fit your needs, create your own reusable template.

<Steps>
  <Step title="Build your survey">
    Create a new survey from scratch with all the questions, slides, logic, and branding you want to reuse.
  </Step>

  <Step title="Test the survey">
    Submit a few test responses to confirm the flow, field mapping, and any Jump To logic work correctly.
  </Step>

  <Step title="Save as a template">
    Once you are satisfied with the survey, save it. When you need to create a similar survey in the future, duplicate this survey and modify the copy rather than starting from scratch.
  </Step>
</Steps>

<Tip>
  Create a "master" version of each survey type you run regularly (e.g., post-session CSAT, quarterly NPS, event feedback). Name them clearly with a "TEMPLATE" prefix so your team knows not to distribute the master copy.
</Tip>

## Sharing templates

Templates can be shared within your HoopAI account in several ways:

<CardGroup cols={2}>
  <Card title="Duplicate and assign" icon="copy">
    Duplicate a survey template and assign it to a specific team member or campaign. Each copy can be customized independently.
  </Card>

  <Card title="Snapshot export" icon="camera">
    If you use HoopAI snapshots, surveys are included in the snapshot export. This lets you share your survey templates across accounts.
  </Card>

  <Card title="Team access" icon="users">
    All team members with survey permissions can view and duplicate existing surveys. Use naming conventions to keep templates organized.
  </Card>

  <Card title="Workflow recipes" icon="diagram-project">
    Include the survey as part of a workflow recipe. When the recipe is imported, the associated survey template is created automatically.
  </Card>
</CardGroup>

## Best practices

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>