Adding Logic to Questions

In this article:

Suggested next articles: Editing Surveys and AI Recommended Questions.


Introducing logic

Logic lets you create questions that will branch respondents to unique follow-up questions based on their selections.

For example, with a 5 star satisfaction question, you can:

  • Direct unhappy respondents (1-3 stars) to a follow-up text question
  • Allow mostly satisfied respondents (4 stars) to land on a Thank you 
  • Send super satisfied respondents (5 stars) to a testimonial request

Hovering over logic icons — so you don't get lost

A logic icon will tag the upper corner of every branched question in your survey. The icon will help you remember that it's tied to a logic-triggering question above it in the survey flow.

Hover over the icon to read the conditional question. Clicking on this icon will take you directly to the logic-triggering question so you can inspect it.

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Setting up your logic — now or later?

Without logic, everyone sees the same questions. If you want to mix things up for a group of differentiated participants, then conditional logic is your play.

Logic can be triggered by answers to numeric scale, graphic scale, and multiple choice questions.

To set up your logic, either:

1 Start with logic
  • Write your logic question first
  • Add your logic
  • Create your follow-up questions
2 Add logic later
  • Build your survey
  • Write or pick a logic question
  • Add your logic
  • Reposition your questions as needed               

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1. Starting with logic

To apply your logic right on the spot:

1
Create a question that will trigger your logic → (ex. 5 star, "How helpful was your agent?")
2
Pick "Add condition"
3
Choose your "From" and "To" triggering logic from the dropdown menus → (ex. "1 star" to "3 stars")

To add your follow-up question → (ex. for "1-3 star"):

1
Choose "Add new question" → from the Display dropdown
2
Create a new target question → and be sure to "Save" it! (See image below)
3
Wait briefly as you are returned to your original logic-triggering question → where you will see your new follow-up question in the logic flow
4
Important: Click "Save question" again! 
This save updates your original logic-triggering question and links it to your new follow-up question → thus defining the branch

To add additional branches to your logic question:

1
Pick "Add condition"
2
Select your "From" and "To" triggering logic → (ex. "5 stars" to "5 stars")
3
Choose "Add new question" → from the Display dropdown
4
Create your second follow-up question → and "Save" it!
5
Wait briefly to be returned to your original logic-triggering question → where you will see your second question in the logic flow
6
Click "Save question" once again → to link you new question, thus creating your second branch. 

Add more branches and follow-up questions if you wish by repeating steps 1-6.

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2. Adding logic later

To create all of your questions first and then set up your conditional logic later:

1
Create your survey's questions first
2
Decide on (or create) a question that will trigger your logic → (ex. "How helpful was your agent?")
3
Move all of your follow-up question(s) → below your logic-triggering  question selected in step 2
4
Scroll down to the logic section → and click “Add condition” (See the image below)
5
For a scale question, click “From” to choose the start value and “To” to choose the end value → (ex. "1-3")
5
Click Display to choose the question you wish to show → or select "Skip to the Thank you message" to screen out respondents
6
Click "Save question"

Applying logic to multiple choice questions

For a multiple choice question, click "With response of" and choose the triggering answer choice — (ex. Instagram).

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Deleting logic conditions

To delete a logic-triggering condition:

1
Decide which link you wish to break → (ex. Instagram)
2
Open the editing portion of your conditional triggering question
3
Scroll down to the "Logic" section → found at the bottom of your question
4
Click the "X" → to the right of the condition
5
Click "Save question"

Can I delete the logic-triggering question?

Yes. But . . . 

. . . if you delete a question that triggers your conditional logic, all the conditional links tied to it will be deleted as well!

However, the associated questions will not be deleted and will be shown to everyone! This may not be the result you want, so consider deleting the associated questions at the same time.

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Combining logic & AI Recommended Questions for a drill down analysis

Let's put both conditional logic and AI Recommended Questions through their paces with a simple — dare we say obscure — use case.

Use case: Drill-down analysis

Using a drill-down questioning technique, we'll delve into customer likes and dislikes around a new product — the Amazing Potato Peeler. To get to the bottom of user satisfaction and preferences, we'll use a Yes/No conditional logic question to begin our 3 x 3 drill-down.

1
Ask a conditional logic question to filter relevant follow-up inquiries. Be specific. Be clear with the filtering condition and the name of your product or brand.
For example: 
"Did you buy the new Amazing Potato Peeler?" " Yes" or "No"
  • Trigger 3 follow-up questions for those selecting "Yes"
  • Trigger 3 different questions for those answering "No"

2
Brainstorm your first follow-up question →  (ex. "How satisfied are you with your purchase?")
Ask a targeted question to  provide context for AI. (The keywords here are "satisfied" and "purchase.")

Our AI Recommended drill-down results

When we ran AI Recommended Questions, we landed on these alternatives for our Yes/No conditional logic drill-down:

Yes

For the Amazing Potato Peeler buyers (Yes) we set the context by changing key terms in our first two questions to gauge satisfaction, elicit feedback, and understand usage. 

1. Gauge satisfaction:

  • How satisfied are you with your purchase?
  • How satisfied are you with the performance of the Amazing Potato Peeler on a scale of 1-5?
  • What features of the Amazing Potato Peeler do you find most valuable?

2. Elicit feedback:

  • How would you rate the quality of your purchase?
  • Would you recommend the Amazing Potato Peeler to others? Why or why not?
  • Is there anything we could do to improve the Amazing Potato Peeler?

3. Understand usage:

  • Have you used any other potato peeler before?
  • How often do you typically use the Amazing Potato Peeler?
  • For what types of potatoes do you primarily use the Amazing Potato Peeler?

No

For negative (No) answers, we targeted the reasons respondents didn't buy, gauged future interest, and assessed alternative potato peeler preferences.

1. Understand why not:

  • What prevented you from purchasing the Amazing Potato Peeler?
  • Was there a specific feature you were looking for that the Amazing Potato Peeler lacked?
  • What features do you look for in a kitchen gadget?

2. Gauge interest:

  • Would you consider purchasing the Amazing Potato Peeler in the future?
  • What price range would make you more likely to consider purchasing the Amazing Potato Peeler?
  • Are you currently looking for a new potato peeler?

3. Gather alternative preferences:

  • What potato peeler do you currently use?
  • What features are most important to you in a potato peeler?
  • What features would you like to see improved in the Amazing Potato Peeler?

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Nesting logic — inserting multiple logic questions in a survey

Logic is easy to set up when there is only one conditional question to worry about. But what happens when you have multiple conditional logic questions chained together in the same survey flow? 

Consider this example

Imagine that I want to gauge the efficiency of a new product — our absolutely amazing potato peeler:

1
I'll start with my first conditional question:
  • "Did you try our amazing new potato peeler?" (Yes & No)
2
If the answer is " Yes," I'll show a second conditional question:
  • "Has your efficiency increased as a result of our new potato peeler?" (Yes & No)
3
If they say " Yes" once again, I'll ask:
  • "How much has your efficiency improved? (10%, 20%, 30%, more?)

Creating this logic flow is a two-part process:

Part 1: Use the Start with logic steps to link the first and second conditional questions:

1
Create the first question that will begin your logic flow → (ex. "Did you try our amazing new potato peeler?")
2
Add your responses → (ex. "Yes" & "No")

3
Choose "Add condition"  
4
Pick your condition → (ex. "Yes")
5
Select "Add new question"
6
Create your second conditional question → (ex. "Has your efficiency increased as a result of our new potato peeler?" "Yes" & "No") 
7
Important: Click  "Save question" → then, upon returning to the first question, "Save again" 

Save the changes to both questions!

Part 2: Repeat the process to link the third question in your logic chain:

1
Open the second conditional question → (ex. "Has your efficiency increased as a result of our new potato peeler?" "Yes" & "No") 
2

Choose "Add condition"   

3
Pick your condition → (ex. "Yes")
4
Select "Add new question"
5
Create your third question → (ex. "How much has your efficiency improved?" 10%, 20%, 30%, more)
6
Important: Click "Save question" → then, upon returning to the second conditional question, "Save" again! Remember, save both questions to record their updated relationship!
7
Repeat steps 1-6 for as many conditional questions as you need to ask!

An alternative approach

You can create all of your questions in advance and use the "Adding logic later" approach to link in the subordinate questions to their respective conditional questions. The only downside is that you may need to move questions around quite a bit to ensure that your logic chain remains intact.

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