Conditional Logic and Settings
What is Conditional Logic?
Conditional Logic lets you control when, how, and whether a question appears—based on prior responses or system data. This allows you to create smarter, more personalized surveys that adapt to each participant’s journey.
Purpose
- Personalize surveys based on individual answers
- Skip irrelevant questions
- Drive dynamic follow-up logic (e.g., show open-ended fields only for dissatisfied responses)
- Reduce cognitive load for the user
Core Configuration Options
Option | Description |
---|---|
Yes, always ask | Always show the question and require an answer |
No, never ask | Hide the question for all participants |
Yes, if not pre-populated | Only show the question if there’s no prior data (e.g., metadata missing) |
Visible only in read-only mode | Show the question but disable editing |
How to Configure
- Apply visibility/editability controls under the question’s settings.
- Use Display Logic or Hide Logic to set conditional triggers.
- Choose the source field (prior question or metadata) and select your logic operator.
Display Logic
Purpose: Show this question only if a specific condition is met.
Use Case:
→ Only ask “Rate Feature X” if the participant said “Yes” to “Have you used Feature X?”
Hide Logic
Purpose: Remove this question from view if a certain condition is met.
Use Case:
→ Hide “Tell us why not” if the participant gave a satisfaction score ≥ 4
How to Add Logic
Click “Add Display Logic” or “Add Hide Logic” under the question settings. Then:
-
Select a source field:
- A previous question
- A metadata field (e.g., CASEID, CustName)
-
Choose an operator and a value (see below)
Supported Operators
Operator | Description |
---|---|
is | Triggers when the answer matches exactly (e.g., “Country is United States”) |
is not | Triggers when the answer does not match (e.g., “Response is not ‘No’”) |
less than | Triggers for numbers below a threshold (e.g., “Rating < 4”) |
less than or equal to | Triggers for numbers ≤ threshold (e.g., “Score ≤ 7”) |
greater than | Triggers for numbers > threshold (e.g., “Age > 18”) |
greater than or equal to | Triggers for numbers ≥ threshold (e.g., “Score ≥ 8”) |
between | Triggers for numeric ranges (inclusive), e.g., “Score between 3 and 5” |
Source Fields for Logic
When adding a Display or Hide rule, the logic can be based on:
1. Metadata Fields
These are hidden system values like:
CASEID
CustName
Language
UserType
Use when: you want to branch logic based on known attributes (e.g., user type, location, ID match).
2. Previous Questions
All questions you’ve added in the survey appear here—whether it’s:
- Rating: “How would you rate your experience?”
- Multiple Choice: “Which features did you use?”
- Open Ended: “Tell us what we can improve.”
- NPS: “How likely are you to recommend us?”
Just scroll and select the exact question text as the reference.
Example Scenarios
Scenario 1: Display Logic
Condition: Show “What didn’t work for you?"
If: Rating question “Rate your experience” is less than 4
Scenario 2: Hide Logic
Condition: Hide “Explain why you didn’t continue”
If: Multiple Choice “Did you complete the sign-up?" is “Yes”
Scenario 3: Metadata-Based Logic
Condition: Show “Please confirm your location”
If: Metadata fieldCity
is not populated
Best Practices
- Always test logic paths before launch
- Keep conditions simple and intuitive for the participant
- Use metadata when survey personalization depends on external data
- Avoid overlapping Display and Hide rules for the same question—they may conflict
This is part of the Survey Guide in Zykrr’s Documentation Hub.
Need help setting up logic trees, metadata triggers, or validation rules? Contact support@zykrr.com.