What is survey logic and how does it work?

Survey logic allows you to control the flow of your survey by showing, hiding, or skipping questions based on specific answers, scores, or conditions. If you want to customize the order of questions or skip questions based on specific answers, survey logic is the right solution. 

Survey logic can be applied in different ways, depending on what should trigger the rule. The source defines what activates the logic and what the rule reacts to. The available source types are Question, Score, Metadata, and Chance. Each option serves a different purpose and is explained in detail below.

Question

Select Question as the source if you want the logic to react to a specific survey question. This is commonly used to control the flow of questions based on a respondent’s answer.

Example

If you select ‘Yes’, you will skip to the last question. Otherwise, you will proceed to the next question.

Configuration

Question Logic Configuration
Score

Select Score as the source if you want the logic to react to a calculated score. This is useful when survey questions contribute to a total or category score.

Example

You can route respondents to different questions or outcomes depending on whether their score is above or below a defined value.

Configuration

Score Logic Configuration

This logic will hide the specified question if the score is less than or equal to the defined value.

Metadata

This option is more advanced. To use Metadata as a logic source, you must first set up metadata.

What is metadata?

Metadata functions as variables that store additional information about respondents or the survey context. For example, you could create a metadata field called Agents that contains information about the agents in your company. When a user selects a specific agent, all responses associated with that metadata value will be stored and processed only within the data set filtered for that specific agent.

Example

If a respondent selects a specific value (such as an agent), you can use this to hide or show follow-up questions.

Configuration

Metadata Logic Configuration
Chance

Select Chance as the source if you want to trigger logic based on probability.

Example

Use chance-based logic to control which respondents see certain questions or flows.