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
- 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 Type | Supported |
|---|---|
| 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
| Condition | Description | Use Case |
|---|---|---|
| If user answers this question | Any answer selected | Show follow-up for engaged users |
| If user does not answer | Question skipped (non-mandatory) | Handle opt-outs |
| If user selects [specific answer] | Exact answer match | Branch based on specific choice |
| If user does not select [specific answer] | Answer not chosen | Exclude 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
- Navigate to Components → Community Surveys → Surveys
- Click Edit Questions on your survey
- Add or select a question that will trigger the rule
- Click the Conditional Rules tab on the question
- 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:
- Click Add Rule to create additional rules
- Configure each rule independently
- Click the red delete icon to remove a rule
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:
- If user selects "Dissatisfied" → Show question "What went wrong?"
- 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:
- If user selects "Student" → Skip to Page 2 (Student Questions)
- If user selects "Professional" → Skip to Page 3 (Professional Questions)
- 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:
- If user selects "None of the above" → Skip to Page 5 (Why not using features?)
- If user selects "Feature A" → Show question "Rate Feature A"
- If user selects "Feature B" → Show question "Rate Feature B"
Result: Users only rate features they actually use.
Best Practices
Design Tips
- Plan your flow first — Sketch the branching logic before building
- Keep it simple — Complex logic is hard to maintain and debug
- Test thoroughly — Walk through all possible paths
- Use page breaks strategically — Group related conditional questions
Common Patterns
| Pattern | Implementation |
|---|---|
| Screening | Qualification question → Finalize if not qualified |
| Progressive Detail | High-level question → Show detailed follow-ups |
| User Segmentation | Role/type question → Skip to segment-specific pages |
| Optional Sections | Interest question → Skip section if not interested |
Avoiding Pitfalls
- 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
- Save all questions and rules
- Click Preview to test the survey
- Select different answers to verify each path
- 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