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Applying logic to a survey

In the NewZapp survey suite you are able to apply logic to your questions. This way questions might only appear when particular answers are provided. Applying logic to surveys can be a bit tricky so always make sure you test the logic before you send out the survey.

I've created this survey so far, asking one question: How did we do?

Survey logic 1

I want to apply logic here to so that depending on the answer I'm given the participant will receive a different follow up question. To do this there are a few simple steps I need to complete.

1 - Setting up the follow up questions

2 - Setting up the logic for these questions

3 - Testing the logic in Preview

 

1 - Setting up the follow up questions

Before we can start we need to create all of the possible follow questions that might show up depending on the answer provided. You can do this by either dragging the question type you want over from the left hand side and putting it beneath the existing question, or by clicking the Add question. Once you have done this you'll have something like this.

Survey logic 2Currently all of these questions will be visible in the survey so it's time to apply some logic!

2 - Setting up the logic for these questions

There are two places where you can add logic for your questions. I think the easiest way to do this is in the Designer section of the survey. Select the question you'd like to apply logic to and open up the Conditions section on the right-hand side. There are a series of pre-prepared rules in place here ready for you to use.

Have a look through the condition types you want and then click the magic wand in the top right corner to open the condition editor. For my survey I'm going to select the "Make the question visible if" option. If you're unsure of what these conditions mean you can press the question mark icon to reveal a brief description.

Survey logic 3

In the window that opens up change the Select option to the question that will act as a trigger for and change Equals to the condition that will show this new question. For example, in my survey I've changed Select to be the "How did we do?" question and changed Equals to be "Greater than or equal to" and then select 8.

Survey logic 4

This means that now whenever answers my "How did we do?" question with an 8 or above a follow up question will now appear asking for more feedback. On the right hand side you can now see what that rule that has been put in place for this question, so you can see what you've set up without needing to edit the rules.

Survey logic 5

For one of my follow up questions, I only want it to show up if the participant selects 5-7, so this will require two conditions. Again I've gone into the "Make the question visible if" question and added a condition so that the question appears when the participant selects 5 or above, but this means that if they select 9, they'll get this question and I don't want that, so I've added a second condition by clicking the "Add Condition" button at the bottom. I've put in a second condition so that the question only appears now when the participant selects 7 or lower. These two pieces of logic combined mean that this particular question will now only appear when an answer of 5-7 is given.

Survey logic 6

And again this is set on the right-hand side so I can see the conditions applied to this question.

Survey logic 7

At the top of the screen there is an option for Logic and if you click here you can see all of the logic rules that you've set up for your survey.

Survey logic 8

You can also add conditions here as well, but its a bit tricker than doing so from within the designer. The only sort of rule you can't set within the designer would be to set a custom "Thank You" page. Below is a rule I've added here, so if someone provides some feedback then they'll get this custom message.

Survey logic 9

3 - Testing your logic

So now you have a survey with conditional rules in place that will trigger a secondary action when an answer is provided, but we need to check that this logic works before we send the survey out. To do this click on the Preview at the top of the screen and you can see the survey as if you're taking part (Don't worry. Any answers here aren't recorded!).

In here I can see that the secondary questions shows up only when the first question is answered. and the secondary question changes depending on the answer I give.

Survey logic preview 1

Survey logic preview 2

Survey logic preview 3

Survey logic preview 4

I can also see test the thank you rule that I put in place is working by seeing what happens when I do and then when I don't add an answer to the second question. 

Survey logic preview 5

Survey logic preview 6

When testing the logic of a survey it is important that you test everything that a participant COULD do in the survey, not just the way they should complete it. For example, if someone answers a question and that then loads a second question, does the second question go away again if they then go back and change their original answer?

For more information on using the survey suite, check out these articles!

Creating a Survey

Changing the style of a survey

Sending out a survey

Survey results

Survey dashboard