Survey logic makes creating various paths for respondents easy by specifying what questions they will see next if they meet some conditions.
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 matrix 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 and Website or in-product surveys!
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 matrix question, as well as the other survey questions, head over to the Logic tab of the question and click on + Add new logic.
Step 2. Here, you'll see the If condition, letting you decide when to apply logic.
You can choose to apply logic if the response is, is not equal, is between the answer choices, or when it has any value. You can also switch the operator between the answer choices from and to or.
💡Let's take a look at what the above possibilities mean:
is - if you select just one possible answer here (eg. Ease of use is Dissatisfied), this logic will work only when Ease of use is ranked as Dissatisfied.
If you select Ease of use or Design is Dissatisfied, this logic will work for the respondents when either Ease of use or Design is ranked as Dissatisfied.
is not - if you select just one possible answer here (eg. Ease of use is not Dissatisfied), this logic will work only when Ease of use is ranked as anything other than Dissatisfied.
If you select Ease of use or Design is Dissatisfied, this logic will work for the respondents when at least one of Ease of use or Design is ranked as anything other than Dissatisfied.
is between - if you select just one possible answer here (eg. Ease of use is between Dissatisfied and Very dissatisfied), this logic will work only when Ease of use is ranked as either Dissatisfied or Very dissatisfied.
If you select Ease of use or Design is between Dissatisfied and Very dissatisfied, this logic will work for the respondents when at least one of Ease of use or Design is ranked as either Dissatisfied or Very dissatisfied.
has any value - this logic will work regardless of what answer the respondent chooses.
Step 3. For this example, let's choose is.
What you'll see as the next step is the possibility of selecting one or several options of the possible answers.
Choose the desired option(s) simply by clicking on the answer choices.
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. Now, you can decide what question the respondent should see next.
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 and operator between the two if conditions, these logic settings should work for this case:
“Ease of use” and “Design” are rated as either "Very dissatisfied" or "Dissatisfied"
and
"Variety of choice" is rated as either "Satisfied" or "Very satisfied"
If you change and in the first field to or ("Ease of use" or "Design"), then it will work for the cases when at least one of “Ease of use” or "Design" is rated as "Very dissatisfied" or "Dissatisfied".
If you change and between the condition groups to or, then it will work for the following conditions:
“Ease of use” and “Design” are rated as either "Very dissatisfied" or "Dissatisfied"
or
"Variety of choice" is rated as either "Satisfied" or "Very satisfied"
Here, the respondent will be directed to the next step you choose if they meet the if conditions.
If they select any of the other possibilities, this logic will not be applied to them.
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.
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.
Wondering how the results to your matrix questions will be displayed?
Check out this article to learn how we count and analyze matrix questions.
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.
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