February 8, 2019|Survey Logic, Merging & Actions|

What are Conditions and Branching?

Conditions and Branching (often called skip-logic) are both types of survey logic that can determine which pages and questions of the survey are shown to certain responses, allowing for a more customized survey experience.


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.


Branching or skip-logic
is another type of survey logic that allows respondents to skip over pages of a survey or even all the way to the end of the survey. When adding a branch, you have to specify two things – where you want the respondent to branch to (e.g. page 6 or the end) and under what conditions you want the respondent to be branched there.

 


I. 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”

How to Add a Condition to a Page

1. Choose your page

  • In the survey editor, select the page in your survey that you’d like to add your condition(s) to
  • Click the logic icon next that page number, then select Page Conditions

 

2. Follow the steps in section I above for adding a condition to an item or page – page conditions work exactly the same way

 


How to Add Branching (Skip Logic)

1. Choose the page to add your branching logic

  • You want to always add your branching/skip logic to the page you are branching FROM
  • Next to the page number, click the logic icon, then select Page Branching

 

2. Select the page you’d like to branch/skip to

  • When setting up your branching or skip logic, you first have to specify the page you want to branch or skip to.
  • Branching is always at the page level. If you’d like to skip a respondent to a certain question, you can use a combination of branching and item conditions.

 

3. Set up the condition(s) under which you’d like your respondents to branch or skip to that page

  • Branching/skipping based on the answer to a previous question
    • 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 condition(s) under which you’d like your respondents to be branched/skipped to the page you designated in step 2, e.g. “Was not answered”
  • Branching/skipping 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.
    • Choose “Contact Attribute” as your Source Type
    • Select the attribute you want to base your condition on, e.g “Country”
    • Select the condition(s) under which you’d like your respondents to be branched/skipped to the page you designated in step 2, e.g “Is equal to United States”
  • Branching/skipping based on information about that survey response (e.g. survey score, response date, language)
    • Choose “Response Property” as your Source Type
    • Select the attribute you want to base your condition on, e.g “Current Survey Score”
    • Select the condition(s) under which you’d like your respondents to be branched/skipped to the page you designated in step 2, e.g “Is less than or equal to 80”

 

4. Add additional branches (optional)

  • Use the “Add Branching Rule” button if you’d like to branch respondents to different pages based on different conditions