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Conditional Logic & Branching

Community Surveys includes powerful conditional logic that allows you to create dynamic, personalized survey experiences. Skip irrelevant questions, show follow-up questions based on answers, or end the survey early based on responses.

Overview

Conditional rules enable you to:

  • Skip to specific pages based on answers
  • Show/hide questions dynamically on the same page
  • End the survey early when certain conditions are met
  • Create branching paths for different respondent types
When to Use Conditional Logic
  • Screening questions that determine eligibility
  • Follow-up questions that only apply to certain answers
  • Different question paths for different user segments
  • Early exit for disqualified respondents

Supported Question Types

Conditional rules can be configured on:

Question TypeSupported
Radio Button
Checkbox
Dropdown
Grid (Radio)
Grid (Checkbox)
Image Choice
NPS
Likert Scale
Slider
Text Questions
Special Questions

Trigger Conditions

Rules are triggered based on how respondents answer questions:

Answer-Based Conditions

ConditionDescriptionUse Case
If user answers this questionAny answer selectedShow follow-up for engaged users
If user does not answerQuestion skipped (non-mandatory)Handle opt-outs
If user selects [specific answer]Exact answer matchBranch based on specific choice
If user does not select [specific answer]Answer not chosenExclude specific segments

Grid Question Conditions

For grid questions, you can trigger rules based on:

  • Selection in a specific row
  • Selection of a specific column value
  • Combination of row and column

Available Actions

When a condition is met, you can trigger these actions:

Skip to Page

Jump directly to a specific page in the survey.

Use cases:

  • Skip irrelevant sections
  • Create different paths for different audiences
  • Jump to specific question groups

Example:

If user selects "No" on "Do you own a car?", skip to Page 5 (Public Transport section)

Show Question

Reveal a hidden question on the same page when conditions are met.

Use cases:

  • Follow-up questions ("Please explain...")
  • Conditional detail fields
  • Progressive disclosure

Example:

If user selects "Other" on preferences, show "Please specify" text field

Finalize Response

End the survey immediately and show the completion message.

Use cases:

  • Screening/qualification questions
  • Early exit for ineligible respondents
  • Conditional survey completion

Example:

If user selects "Under 18" for age, finalize response (with appropriate message)


Creating Conditional Rules

Step-by-Step Guide

  1. Navigate to Components → Community Surveys → Surveys
  2. Click Edit Questions on your survey
  3. Add or select a question that will trigger the rule
  4. Click the Conditional Rules tab on the question
  5. Configure your rule:

Rule Configuration

Basic Rule Setup

IF [condition] THEN [action]

Condition options:

  • User answers this question
  • User does not answer this question
  • User selects [specific answer]
  • User does not select [specific answer]

Action options:

  • Skip to page [number]
  • Show question [select question]
  • Finalize response

Adding Multiple Rules

You can add multiple rules to a single question:

  1. Click Add Rule to create additional rules
  2. Configure each rule independently
  3. Click the red delete icon to remove a rule
Rule Priority

Rules are evaluated in order from top to bottom. The first matching rule wins — subsequent rules are ignored once a match is found.


Rule Examples

Example 1: Screening Question

Scenario: Only allow respondents who are customers to continue.

Question: "Are you a current customer?"

  • Option A: Yes
  • Option B: No

Rule:

  • Condition: If user selects "No"
  • Action: Finalize response

Result: Non-customers see the thank you message immediately.


Example 2: Conditional Follow-up

Scenario: Ask for details only when user reports a problem.

Question: "How satisfied are you with our service?"

  • Very Satisfied
  • Satisfied
  • Neutral
  • Dissatisfied
  • Very Dissatisfied

Rules:

  1. If user selects "Dissatisfied" → Show question "What went wrong?"
  2. If user selects "Very Dissatisfied" → Show question "What went wrong?"

Result: The "What went wrong?" question only appears for unhappy customers.


Example 3: Branching Paths

Scenario: Different question paths for different user types.

Question: "What is your role?"

  • Student
  • Professional
  • Educator

Rules:

  1. If user selects "Student" → Skip to Page 2 (Student Questions)
  2. If user selects "Professional" → Skip to Page 3 (Professional Questions)
  3. If user selects "Educator" → Skip to Page 4 (Educator Questions)

Result: Each user type sees only relevant questions.


Example 4: Multi-Select Logic

Scenario: Show follow-up based on checkbox selections.

Question: "Which features do you use?" (Checkbox)

  • Feature A
  • Feature B
  • Feature C
  • None of the above

Rules:

  1. If user selects "None of the above" → Skip to Page 5 (Why not using features?)
  2. If user selects "Feature A" → Show question "Rate Feature A"
  3. If user selects "Feature B" → Show question "Rate Feature B"

Result: Users only rate features they actually use.


Best Practices

Design Tips

  1. Plan your flow first — Sketch the branching logic before building
  2. Keep it simple — Complex logic is hard to maintain and debug
  3. Test thoroughly — Walk through all possible paths
  4. Use page breaks strategically — Group related conditional questions

Common Patterns

PatternImplementation
ScreeningQualification question → Finalize if not qualified
Progressive DetailHigh-level question → Show detailed follow-ups
User SegmentationRole/type question → Skip to segment-specific pages
Optional SectionsInterest question → Skip section if not interested

Avoiding Pitfalls

Common Mistakes
  • Circular logic — Rules that skip to pages that skip back
  • Orphaned questions — Questions only reachable through broken rules
  • Conflicting rules — Multiple rules that contradict each other
  • Missing paths — Answer options without corresponding rules

Testing Conditional Logic

Preview Mode

  1. Save all questions and rules
  2. Click Preview to test the survey
  3. Select different answers to verify each path
  4. Document the expected flow for each scenario

Checklist

  • All answer options have appropriate rules
  • No circular references between pages
  • Finalize actions show appropriate end messages
  • Hidden questions appear when expected
  • All paths lead to survey completion

Troubleshooting

Rule Not Triggering

  • Verify the question is a supported type (choice/grid)
  • Check that the correct answer option is selected in the rule
  • Ensure rules are saved (click Save on the question)

Wrong Page Displayed

  • Check rule order — first match wins
  • Verify page numbers are correct
  • Look for conflicting rules on the same question

Hidden Question Not Showing

  • Ensure the target question is on the same page
  • Verify the trigger condition is correct
  • Check that the target question exists and is saved