Surveys with Conditional Logic
In this article, you will learn how to create a survey using conditional logic. Learn how to set the logic, how and when to immediately disqualify a user, and how to set the on-submit action.
What you will need:
Your survey questions ready to go
Step 1
Click on "Marketing" and then "Survey Builder"
Step 2
Click on "Create New Survey"
Step 3
Start Adding Your Basic Questions
Step 4
Add Your Conditional Question by Clicking on "Add Custom Field"
Step 5
Create Your Custom Question
Step 6
Drag Your Custom Question in Place
Step 7
Click on Your Custom Question and Reference "Logic" on the Right Panel
Step 8
Select Your Logic
Step 9
Repeat Steps 4-8 For More Questions
Step 10
Complete Your Options
Other Considerations:
Options > Make sure 'One question at a time' under 'Survey fields settings' is turned Off
Conditional logic can only be used with one of these-
Use Custom Fields for conditional logic questions
These are the Custom Field Types that use conditional logic:Do not use the 'Allow Add Custom Options' feature with the Radio custom field type. You cannot redirect if the lead chooses to add a custom option
Custom fields with conditional logic must be the only field on a slide for the redirect to work. Do not combine conditional logic custom fields with ANY other fields (including basic Text field)
Use 'Disqualify immediately' if you are planning to disqualify a lead based on an answer. Disqualify after submit will still force the lead to go through the entire survey which you do not want in conditional logic surveys
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