Who This Is For / When to Use
Use conditional logic if you need to:
Show or skip questions based on a specific answer.
Route respondents to different slides.
Disqualify respondents based on eligibility criteria.
Create or Open a Survey
You must be inside the Survey Builder to configure conditional logic.
Steps:
Navigate to Surveys.
Click Add Survey or open an existing survey.
Add Base Survey Fields
Start by adding standard contact fields.
Common fields:
First Name
Last Name
Phone
Email
These fields are added from Quick Add.
Create a Custom Field for Logic (Radio Select)
Conditional logic works best with single-choice fields.
Steps:
Open Custom Fields.
Click + Add.
Select Radio Select.
Configure the Custom Field Options
Each option can control survey behavior.
Steps:
Enter a field name.
Choose the Contact object.
Assign the field to a group (example: Additional Info).
Add option names.
Save the field.
Add the Custom Field to the Survey
Once saved, the field becomes available in the builder.
Steps:
Open Custom Fields.
Locate the new field.
Drag it onto the survey slide.
Open Conditional Logic Settings
Logic is configured from the field’s settings panel.
Steps:
Click the custom field in the survey.
Open the Options tab on the right.
Scroll to the Logic section.
Set Logic Rules for Each Option
Each option can trigger a different action.
Available actions:
Go to a specific slide
Disqualify immediately
Disqualify after submit
Example:
Option 1 → Go to Slide 1
Option 2 → Disqualify immediately
Save and Test the Survey
Always test logic before publishing.
Steps:
Click Save.
Use Preview mode.
Select different options to confirm correct behavior.
Common Issues and Fixes
Logic not triggering
Ensure the field is single-choice (Radio Select).
Respondent routed incorrectly
Recheck slide numbers assigned in logic rules.
Disqualification not working
Confirm whether the action is set to immediate or after submit.
FAQ
Can I apply multiple logic rules to one question?
Yes. Each option within the same field can have its own logic action.
What field types support conditional logic?
Single-choice fields such as Radio Select and single-select dropdowns work best.
What is the difference between disqualify immediately and after submit?
Disqualify immediately stops the survey as soon as the option is selected. Disqualify after submit allows completion before disqualification.
Can I use conditional logic across multiple slides?
Yes. You can route respondents to any slide in the survey.