Conditional Logic in Surveys (v2)

Conditional Logic v2 helps you build smarter, more personalized surveys by changing what respondents see and where they go based on their answers. Create dynamic experiences by showing or hiding fields, displaying custom messages, redirecting users, disqualifying responses, or sending respondents to different slides—all without creating multiple surveys.

• Conditional Logic v2 is available only for.
• Conditional Logic rules.

What Is Conditional Logic in Surveys?

Conditional Logic automatically performs actions based on a respondent’s answers. Instead of showing every question to every respondent, you can create personalized survey experiences that adapt in real time.

For example, you can:

• Display additional questions based on previous answers.
• Skip irrelevant sections.
• Show personalized messages.
• Redirect respondents to another webpage.
• Disqualify respondents that don’t meet your criteria.
• Jump respondents directly to another slide.

Key Benefits

Conditional Logic helps you create more intelligent survey experiences while reducing unnecessary questions.

• Display only questions relevant to each respondent.
• Skip unnecessary questions and shorten surveys.
• Identify qualified and unqualified respondents instantly.
• Send respondents to different slides based on their answers.
• Automatically perform actions instead of reviewing responses later.
• Combine multiple rules for dynamic experiences.

What’s New in v2

Conditional Logic v2 introduces several improvements:

• Simplified three-step rule builder
• operator for numbers, scores, monetary, and date fields
• Jump To slide branching
• Expanded support for additional field types
• Show or hide Text, HTML, Images, and Terms & Conditions elements
• Rule filtering by field or slide
• Loop protection to prevent circular routing
• Improved accessibility and localized labels

Available Actions

Conditional Logic supports the following actions.

Action | Description

Show / Hide Fields | Display or hide fields, questions, or slides.

Display Custom Message | Show personalized messages based on responses.

Redirect to URL | Send respondents to another webpage after submission.

Disqualify Lead | Automatically mark respondents as unqualified.

Jump To | Skip directly to another slide or question within the survey.

How to Set Up Conditional Logic

Conditional Logic rules are created directly inside the Survey Builder after your survey questions and slides have been added.

Step 1: Open the Survey Builder

From the account dashboard, navigate to Sites, open Surveys, and select an existing survey or create a new one.

Step 2: Review Your Survey Structure

Before creating logic, verify your survey contains all required questions, slides, and outcome pages.

For example, you may want separate slides for:

• Qualified respondents
• Disqualified respondents
• Booking appointments
• Thank-you pages

Step 3: Open Conditional Logic

Click Conditional Logic from the Survey Builder toolbar or open it from the right-side panel.

Step 4: Create a Rule

Select Add New Condition.

Choose the action you want to perform:

• Show or Hide Fields
• Display Message
• Redirect to URL
• Disqualify Lead
• Jump To

Step 5: Configure the Logic

Build your rule using the three-step builder.

Select Field

Choose the question or slide that will trigger the rule.

Select State

Choose an operator such as:

• Is Equal To
• Contains
• Greater Than
• Between
• Is Empty

Provide Value

Enter or select the value that must match before the rule runs.

You can also combine multiple conditions using:

• — every condition must be true.
• — any condition can be true.

Step 6: Configure the Action

Depending on the selected action, configure one of the following:

• Select fields to show or hide.
• Enter a custom message.
• Enter a redirect URL.
• Select the destination slide.
• Mark the respondent as disqualified.

Step 7: Save and Preview

Save the rule and preview your survey to verify every response path behaves as expected before publishing.

Creating Multiple Survey Outcomes

Conditional Logic allows one survey to produce multiple outcomes depending on how respondents answer.

For example:

Qualified Path

If a respondent meets your qualification criteria:

• Continue to the next questions.
• Jump directly to a booking slide.
• Display a qualified thank-you message.

Disqualified Path

If a respondent doesn’t qualify:

• Display a custom message explaining they aren’t eligible.
• Jump directly to a disqualification slide.
• Stop asking unnecessary questions.

Temporary Branches

You can temporarily send respondents to another slide to collect additional information before continuing with the survey.

Example:

Question 3

↓

Additional Information Slide

↓

Return to Slide 5

Supported Fields

Conditional Logic supports the following survey fields.

• Single Line Text
• Multi Line Text
• Number
• Monetary
• Score
• Date Picker
• Dropdown (Single)
• Dropdown (Multiple)
• Radio Select
• Checkbox
• Terms & Conditions
• File Upload
• Signature
• Text
• HTML
• Image

Supported Operators by Field Type

Field Type | Supported Operators

Text | Equal To, Not Equal To, Contains, Starts With, Ends With, Is Empty, Is Filled

Number, Score, Monetary | Equal To, Greater Than, Less Than, Between, Is Empty, Is Filled

Date | Equal To, Before, After, Between, Is Empty, Is Filled

Single Dropdown, Radio | Equal To, Not Equal To, Is Empty, Is Filled

Multi Dropdown, Checkbox | Equal To, Not Equal To, Is Empty, Is Filled

Terms & Conditions | Is Checked, Is Not Checked

File Upload, Signature | Is Empty, Is Filled

Survey-Specific Features

Jump To

Jump respondents directly to another survey slide based on their answers.

• Triggered when respondents select
• Supports branching within surveys
• Prevents circular routing

Rule Filtering

Filter rules by:

• Field
• Slide

This makes complex surveys easier to manage.

Rule Behavior & Evaluation

Understanding how rules are evaluated helps prevent unexpected behavior.

• Rules are evaluated from top to bottom.
• Redirect, Display Message, and Disqualify execute only the first matching rule.
• Show/Hide rules can override previous rules.
• Jump To evaluates when respondents move to the next slide.
• Text comparisons ignore capitalization and extra spaces.
• Date comparisons use your account’s timezone.

Best Practices

Following these recommendations helps create predictable survey experiences.

• Create all slides before adding Conditional Logic.
• Give every survey field a unique Query Key.
• Keep rule logic as simple as possible.
• Test every possible survey path.
• Use for numeric and date ranges.
• Preview every Jump To path before publishing.
• Avoid creating unnecessary or overlapping rules.

Frequently Asked Questions

Q: Can I mix AND and OR within the same rule?

No. Each rule supports either AND or OR logic.

Q: Can I have multiple Conditional Logic rules?

Yes. Each rule runs independently according to its position in the rule list.

Q: How can I create different outcomes for qualified and disqualified respondents?

Create separate slides for each outcome, then use Jump To, Display Message, or Disqualify Lead actions to

send respondents to the appropriate path based on their answers.

Q: Can I send respondents to another slide and then continue the survey?

Yes. Use Jump To to branch respondents to another slide before continuing to the remaining survey questions. Circular routing is automatically prevented.

Q: What happens if multiple rules match?

Redirect, Display Message, and Disqualify execute the first matching rule. Show/Hide actions continue evaluating and may override earlier rules.

Q: Why don’t fields appear in the Conditional Logic dropdown?

Verify that every survey field has a unique Query Key, then refresh the Conditional Logic panel.