February 14, 2019|Getting Started, Survey Logic, Merging & Actions|

What are Conditions?

Conditions are rules that are applied to questions, display items, action items, or entire survey pages. The rules, or conditions, that you add determine when those questions, items or pages should be shown to the respondent. Conditions can be based on answers to previous questions, known data about your Contacts (respondents), or response properties such as the current date or survey score.


How to Add a Condition to a Question or Item

1. Add a condition based on a previous question

  • Edit your question or display/action item and expand the Conditions section
  • Choose “Question” as your Source Type
  • Select the question you want to base your condition on, e.g “How was your recent experience.”
  • Select the conditions on which you want your follow-up question or item to be displayed, e.g “Is less than or equal to 2.”

 

2. Add a condition based on Contact Profile information

  • In order to base a condition on a Contact Profile Property, which is information that’s known about your respondent, Checkbox must be able to link the survey response to your Contact. This means that you must either send your survey to that Contact via Checkbox email invitation or that respondent must manually log in to take your survey.
  • Edit your question or display/action item and expand the Conditions section
  • Choose “Contact Attribute” as your Source Type
  • Select the attribute you want to base your condition on, e.g “Country”
  • Select the conditions on which you want your follow-up question or item to be displayed, e.g “Is equal to United States”

 

3. Add a condition based on information about that survey response (e.g. survey score, response date, language)

  • Conditions based on response information are less commonly used, but can be very helpful in certain situations, such as basing conditions on a survey score.
  • Edit your question or display/action item and expand the Conditions section
  • Choose “Response Property” as your Source Type
  • Select the attribute you want to base your condition on, e.g “Current Survey Score”
  • Select the conditions on which you want your follow-up question or item to be displayed, e.g “Is less than or equal to 80”

 

4. Adding more than one condition

  • Use the “Add ‘And’ Condition” and “Add ‘Or’ Condition buttons to add more than one condition to your survey question or item
  • Adding “And” conditions means that all conditions must be met in order for the question or item to display
  • Adding “Or” conditions means that at least one condition must be met in order for the question or item to display
  • You can also set up more complex, nested set of conditions using the “And” and “Or” options. For example, you could set up something like this:
    “User Attribute Gender is equal to Female AND User Attribute Age is greater than 18”
    OR
    “User Attribute Gender is Equal to Male AND User Attribute Age is greater than 25”