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Set up survey logic

Provide a personalized survey experience by routing your respondents to different questions based on their answers by creating branches.

Agnieszka avatar
Written by Agnieszka
Updated yesterday

Survey logic makes creating various paths for respondents easy by skipping specific questions based on previous responses. You can design the survey experience by adding a customized question flow and segmenting users based on their feedback.

With this feature, you can:

  • Create your survey flow for your surveys;

  • Skip irrelevant questions for a specific segment of customers;

  • Increase your response rate by making your survey more personalized or shorter;

  • Display actions suitable for the precise group of customers based on their previous answers using call-to-action buttons.

Branch logic and Display logic

In Survicate surveys, you can add Branch logic, and in Email or Shareable link and Website or in-product surveys, also Display logic, or both, to your questions.

Branch logic

Branch logic lets you decide which questions should be displayed next when the respondent selects a specific answer option in the current question.

For example, in a 5-point Smiley scale, you can use Branch logic to direct unhappy respondents (who answered 1 or 2) to a follow-up question asking them about their reasons for the low rating, and happy respondents (who selected 4 or 5) to a Thank you screen asking them to leave a review for your product:

You can use Branch logic on almost every question type (excluding the Welcome message and Thank you screen), except the last question in the survey.

❗️ Branch logic only influences one next step in the survey for the respondent.

Display logic

Display logic is available for Email or Shareable link and Website or in-product surveys. Even though it also allows you to create a custom survey experience for each respondent, needs to be set up differently than Branch logic.

This feature lets you decide in each question (apart from the 1st question of the survey) whether a respondent should see it based on their answers to the previous question or questions.

It gives you a lot of options and flexibility, taking into account not only the answer from one previous question but from any question or questions that were answered earlier in the survey.

For example, let's say your survey has a 5-point Smiley scale, a Text-answer question, and a Thank you message. In the Thank you message's Display logic, you can choose to only show it if the respondent rated the 1st question as 4 or 5 and left any response in the open-text question:

The operator between the Logic conditions can be either and or or.

If the operator is and, then both conditions must be met for the Logic to work.

If the operator is or, only one of them needs to be true for the Logic to work.

🚀 Keep reading to learn how to create a survey with Branch logic and Display logic.

Step 1. Create a survey and add questions

Start by creating your survey. Before proceeding to the next steps, please add all questions you want to include in your survey to properly set up the logic.

Add all the questions you'd like to your survey, and then move to the next steps.

Step 2. Set up the logic flow

Almost each question in your survey should have the Logic tab:

After accessing it, you will see two options: Branch logic and Display logic:

Branch logic lets you specify which question a respondent should see next based on their answer to this question.

Display logic allows you to decide whether this question should be shown, based on the answers to the previous questions.

You are welcome to set up both types of logic in your survey questions.

Both Branch and Display logic settings depend on the question type, but there is a difference. Available Branch logic settings depend on the question type of the question you are applying it to, while available Display logic settings depend on the question type of the previous question selected by you in the 1st Display logic field.

To help you understand those available settings better, we described the process of applying Branch logic to all question types in respective articles. Those guides will help visualize the settings for Display logic as well:

To learn how logic can be set up in Mobile app surveys and Intercom Messenger surveys, please check out this guide.

Troubleshooting

I can't see Branch Logic in my question
Make sure you are not looking at the last question of your survey. There has to be at least one following question to see Branch logic in the Logic tab.

Best practices


Use the templates library to speed up the process of survey creation

You can check out our templates library and use one of the prepared surveys. It's possible to modify the design and delete/add questions.

Engage your respondents by redirecting them to external URLs or your Social Media pages
Add a CTA screen to increase engagement on your pages, or ask the Promoters to leave a review!

📞 If you have any questions or need help setting question logic, please contact our team at support@survicate.com or initiate a chat conversation!


Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.


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