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.
In this article, you'll learn how to set up Survey logic in a Date question. If you want to set it up for different question types, visit one of the links below:
💡This feature is available for Email or Shareable link, Website or in-product, and Mobile surveys (starting from the SDK version 3.0.0).
If you want to learn how logic works for Intercom Messenger and Mobile app surveys, check the dedicated guide.
How to add logic
Step 1. Once you've started creating your survey and added a Date question, as well as the other survey questions, head over to the Logic tab of the question and click on + Add new logic.
In Mobile surveys, please go to Settings ➡️ Survey Experience and enable the Enhanced survey logic toggle to be able to set up Logic as described in this article:
Otherwise, by default, the Mobile survey will continue to have basic Logic settings available.
Step 2. Here, you'll see the If condition, letting you decide when to apply logic.
You can choose to apply logic if one, many, or any of the fields is filled in, is not filled in, or has any value.
You can select multiple values in the If field and choose what operator you would like to have among them - and/or.
💡Let's take a look at what the above possibilities mean:
is filled in - if you select just one possible answer here (eg. First name is filled in), this logic will work only when First name has something written in it.
If you select First name and Last name, this logic will work only when both those fields have something written in them.
If you select First name or Last name, this logic will work if any of those two fields has something written in it.
is not filled in - if you select just one possible answer here (eg. First name is not filled in), this logic will work only when First name is empty.
If you select First name and Last name, this logic will work only when both those fields are empty.
If you select First name or Last name, this logic will work if at least one of those two fields is empty.
has any value - this logic will work regardless of what answer the respondent provides (also if a user just skips a field or the whole question to which this condition is applied).
Step 3. For this example, let's choose is filled in.
After setting one conditional group, you can click the ⊕ sign to add another one. All conditional groups are joined together with the and operator by default. You can click it and change it to or. However, please note that you can have only one type of logical operator among all the conditional groups - either and or or.
📌 Any answer option not selected in the If condition will direct the respondents to the next question.
Step 4. In the then option, choose the next step, whether it's another question or the end of the survey.
In our example, because we have the or operator between the two If conditions, these logic settings should work for one of two cases:
“First name” and “Last name” are filled in
“First name” and "E-mail" are filled in
If you changed or between the conditions to and, then it will work for the cases when all “First name”, "Last name", and "E-mail" are filled in.
It's not possible to use Survey logic to direct the respondent to a previous question. To select the next step in the survey's path, it needs to be placed after the question in which you're currently setting up logic.
Step 5. You successfully added a new logic to your survey 🚀.
If you'd like to add another one to the same question, click on + Add new logic again and repeat the above steps.
If you changed your mind and would rather delete the logic, simply click on the ⊖ button.
Please note that if there is a conflict in your multiple logic settings, the survey behavior will be determined by the first true logic condition.
❗️Also, if you delete a question that is used in any logic settings in a survey, all the settings where it was used will be removed because they become invalid.
The same applies to the situation when you move a question above some other questions that have it in their logic settings - the logic becomes invalid and that's why we remove all logic settings that included the re-ordered question.
📌 Please remember that if you enable Enhanced Logic in your Mobile surveys, the survey will only appear in your mobile application if the SDK version you're using is not older than 3.0.0.
Best practices
Set up survey logic separately for each question in your survey
Without survey logic, the questions will be shown one after the other.
You can test the logic flow on the right side of the Create tab in the preview.
Include respondent attributes in the survey questions for a better survey experience
Find out here how to make your surveys more respondent-friendly by customizing them with personal information.
📞 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.