This feature is included in all plans. Some advanced parts of the feature are only available on higher level plans, which will be indicated in the text.
Question logic is a highly effective way to improve the flow of your questionnaire and tailor it to make it relevant to respondents.
Question logic allows you to specify which question to go to or go to the end of the questionnaire, based on the answer to a preceding question, quiz score or contact data. Alternatively, you can decide to show or hide certain questions based on the criteria you set.
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There are a few steps to create your logic, and you need to have a good understanding of how it all works. Here's what this guide will cover:
- How does question logic work?
- Add a new logic rule
- Write logic rule using answer on question criteria
- Write logic rule with other criteria
- Inspiring your THEN options
- Save your changes
1 How does question logic work?
The way to build a logic rule is by first specifying your criteria (IF) and then specify what action should be taken (THEN).
Let us talk through the example displayed in the image below to make this clearer. IF the respondent chooses answer A, younger than 35, THEN they are asked a question for this group and afterwards continue with the rest of the questionnaire. IF the respondent chooses anwer B, they are older than 35, THEN they are asked two questions and then continue with the questionnaire.
When you are building your rule, you can choose your criteria (IF) from any of the following items (or a combination of these items):
- Answer on question
- Quiz score
- Response on into field
When the criteria is matched, specify what action will be taken (THEN). The actions can be chosen from the following list:
- Skip to question
- Skip to end
- Hide questions
- Hide answers
- Show following answers
- Make question mandatory
So, now you know the theory, let's see how to put it into practice. Have no fear, it's way more intuitive than you think! Let us dive right in...
2 Add a new logic rule
Start by logging in and then going to the Extra Options tab.
Now choose Question logic, the first option in the section of Question Logic.
Click Create rule and you will now see the screen below. Look how you first specify your IF criteria, and THEN you specify what should happen.
3 Write the logic rule using answer on question criteria
We'll go through in detail how to create your first rule, using the answer on question criteria. Read through this carefully to understand how the logic rules are built, and then if you want to use different criteria, check out the later section of this guide.
3.1 Build the IF part of the rule
Start by selecting the first choice, answer on question. This allows you to specify which question you want to be answered a certain way in order to activate the rule.
Now you can choose the question you want to use for this rule. Any questions that are grayed out cannot be selected as the question format is not compatible with creating a logic rule.
An example will make everything clearer. We're going to use Question 3 of our questionnaire, "How would you rate our product?". We want to create a rule to ask those who rate our product as amazing, to answer an open-ended question reviewing the product. Everyone else will skip this question and continue to the rest of the questionnaire.
When you have selected your question, now you have to specify when the rule should be applied. It can be applied if the answer is equal to a specific value, not equal to a specific value, or is anything (you don't need to specify how the question has been answered).
Now in our example, we only want those who answer the top choice to be asked the next question, and everyone else will skip this question and go to question 5. So we'll choose the is not equal to option for our purposes.
Time to choose which of the answer options the rule applies to. We'll choose answer 3. We want respondents who did not select answer 3 to skip the review product question.
So in summary, our IF condition refers to those who did not choose "amazing" in answer to question 3.
You can also apply logic to intro field responses. Intro fields can be added to the questionnaire Intro screen and are usually used to gather demographic data, such as name, company department, date or ID. You can have a few Intro fields on the initial screen which makes it quick for respondents to answer. When you view the results by respondent, answers to the Intro fields will be shown in columns, making it easy to find specific results.
To apply question logic to intro field responses, choose response on intro field from the drop-down list of logic criteria. In the example here, we have set the logic condition that if intro field 1, company department = Finance, skip to question 2. Your criteria could also be based on a numeric answer, for example, requiring an answer less than or greater than a particular value.
Tip (Enterprise and ReportR plan): You can add more criteria to this rule by clicking the purple + sign. For example, if you ask customers to rate two products and you only want to ask for product reviews from customers who rate both products very highly. This criteria can be in addition to (AND) the other criteria, or instead of (OR).
Tip: If you have allowed multiple answers to be selected, then you must add extra specifications to your conditions. So you may need 3 parts to your IF condition, for example if you want the logic to be applied only when answer 1 is chosen, and not answers 2 and 3. The first part of the condition will say which answer should be equal to (answer 1), and the next two conditions will need to state that the answer should not be equal to answers 2 and 3. Here's how your conditions would look:
3.2 Define what happens THEN
Now it's time to specify what happens THEN. We want people who did not recommend the product highly to skip to question 5.
Finally you can choose where to skip to - here it will be question 5.
Now click Apply to save the rule you've created.
Tip (Professional, Enterprise and ReportR plan): Click the purple circle with a + sign to add extra conditions. For example, specify answers to two questions instead of only one for the THEN action to be followed.
You could stop here, but why not check out section 5 for some inspiration as to how to use the THEN action?
4 Write logic rule with other criteria
Now you know the basics of creating a rule. Let's have a look at other ways you can create the IF criteria.
4.1 Quiz score
There are three types of quiz scores you can use for the IF criteria:
- Quiz score on questionnaire - take a specific action depending on quiz score received on all questions of the questionnaire
- Quiz score on question block - take a specific action depending on quiz score received for a specified group of questions (question block)
- Quiz score on question - take a specific action depending on the quiz score received for just a single question
If you want the logic rule to be applied to the quiz score received for a question block or specific question, you will be given the option to choose which question block or question.
Next, for all three types of quiz scores, you will be able to choose what the score should be, from a whole range of options including equal to, greater than, between and others - see the image below for the full list.
Once you have specified all the conditions for the IF criteria, now choose what action should be taken (THEN). For example, you might want respondents who score very high or very low on a certain question to skip to the end of the questionnaire.
One final way to build your IF criteria can be based on the contact data. This can be any of the following data: email, unique identifier or personal ID.
For example, you may want to hide a question to a specific respondent, so if you have sent them a questionnaire with a personalized link (by email invitation or by customizing the link), you can make a rule that this respondent will not see a certain question.
You can build the rule in exactly the same way as we have seen so far. Let's run through the steps quickly...
First specify your IF criteria, here it will be an email address contains a certain name, and then specify what happens THEN (we do not want to show him question 6).
5 Inspiring your THEN options
As we mentioned right at the beginning of this guide (do you still remember?!), you have up to six possibilities (depending on your plan) to choose from for what will happen when your IF criteria is satisfied (THEN):
- Skip to question
- Skip to end
- Hide questions (Professional, Enterprise and ReportR plans)
- Filter answers (Enterprise and ReportR plans)
- Show following answers (Professional, Enterprise and ReportR plans)
- Make question mandatory (Enterprise and ReportR plans)
We've seen how the logic rules are built and given you some ideas as to how they can be used in practice. So let's just summarize what possible actions you might want to take and some parting ideas before we finish:
- Skip to question - take respondents directly to a different part of the questionnaire based on the answer they gave to the question. E.g. if the respondent does not work out at all, don't bother asking them what sort of exercise they do!
- Skip to end - not interested in the respondent continuing once they have answered a certain way? Don't waste their time or yours, just take them straight to the end of the survey. For example, if they have never bought your product, or bought it but not yet used it, be sure not to ask them to rate it!
- Hide questions - you can choose to hide any number of questions. Maybe you want all respondents who are using their work email address to answer some questions, and otherwise you will hide those questions from everyone else.
- Filter answers - set your questionnaire to hide answers that are not relevant to the respondent. For example, if you have a text choice question with multiple answers enabled, and you want to ask what food groups people like. You can choose to filter out and hide the answers in your next question which asks to choose favorite foods from a list.
- Show following answers - this can be a useful tool in a quiz or assessment. How about making harder questions for those who already achieved a high score in one part of the questionnaire? You can choose for a later question to show them more answer options to make it harder to answer.
- Mandatory - require respondents to choose the correct answer. You could set your condition "if answer on question x is not correct then mandatory".
6 Save your changes
You've just worked long and hard on those logic rules - make sure to save your work.
Click Apply then give yourself a pat on the back for creating a great personalized questionnaire that your respondents will surely thank you for! Make sure to also click save changes in your questionnaire - the apply for question logic doesn't count as a full save.