Survey Logic empowers you to create more dynamic and tailored surveys by setting rules that determine which questions respondents will see based on their previous answers. In this article, we will walk you through the basics of Survey Logic and how to use it effectively.
Getting Started with Survey Logic
To begin using Survey Logic, follow these steps:
Create a New Survey:
Start by creating a new survey. For this demonstration, we are creating a Net Promoter Score (NPS) survey.
Access Logic Rules:
Once you've set up your survey, you'll find the Logic section. This is where you can define the logic for each question.
How Survey Logic Works
Survey Logic operates on a simple principle: the rules you set for a question will determine which action follows it. Here's how it works:
Rules for a question are processed in the order they appear. The top rule has the highest priority and is evaluated first. If no rules apply, the next question in line will be displayed.
When defining a rule for a question, you'll specify a condition based on the answer to a previous question.
For example, you can set a rule to show a specific question only if the respondent's answer to the previous question is less than five.
Let's create an example rule to understand the process better:
We will show a follow-up question for respondents who scored less than five on the initial question.
Click on "+ Logic Rule" for the question you want to apply logic to.
Define the condition: In this case, the condition is "If the answer to this question is less than five."
Specify the action: Choose "Go to Question," which allows you to select the next question to display.
Choose the follow-up question that you want to display for respondents who meet the condition.
You can also add multiple rules for a question, setting different conditions and actions based on various answers.
Editing and Prioritizing Rules
After defining your rules, you can easily edit them or change their priority:
Click on the "Logic" section for the question.
Review and edit existing rules or change their order of priority as needed.
Exploring Rule Conditions and Actions
Rule conditions: Specify when a rule applies.
Rule actions: Determine what happens based on the rule.
For NPS-type questions, conditions include the below options:
Actions include "Go to question" (direct respondents to a specific question) and "Go to next question" (end the survey after this question).
Other actions include "End Survey," "Go to URL," "Trigger guide," "Trigger survey," "Launch checklists," and "Launch resource center."