Adding Branching Logic to Surveys
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Adding Branching Logic to Surveys

Branching logic lets you create surveys that respond dynamically to respondent answers. There are two methods of branching, simple and advanced.

Add logic after all pages have been added and arranged. Rearranging pages containing branching logic may cause problems.

Simple Branching

Simple branching allows you to skip respondents from one page to another or terminate or finish the survey based on their answer to a single question. For example, if a respondent answers “Yes” to a question, they are sent to Page 3, if they answer “No,” they are be skipped straight to Page 4.

Click below to learn how to add simple branching:

Adding Simple Branching

Simple branching can be triggered with the following question types:

VIDEO: Simple Branching

To branch of off a Yes/No question:

  1. Add a Yes/No question to your survey.
  2. Click Options and select which page you want the “Yes” and “No” answer to skip to. If you do not select a page to skip to for an option, the respondent will continue to the next page in the survey.
  3. Save your survey and click the preview icon preview icon to test out your logic.

To branch off of a dropdown or multiple-choice question:

  1. Add a multiple choice or drop down question to your survey.
  2. Click on the choice you want to branch off of and select the page you want to branch to when the answer is chosen in the Branch to drop down.
  3. Repeat for all choices you want to branch off of. If you do not select a page to branch to for an answer choice, respondent who choose it will move to the next page in the survey.
  4. Save your survey and click the preview icon preview icon to test out your logic.

To branch off of a drill Down question:

  1. Add a drill down question to your survey.
  2. Click a category and then the choice in that category you want to branch off of.
  3. Select the page to branch to when the answer is chosen from the Branch to drop down.
  4. Repeat for all choices in all categories you want to branch off of. If you do not select a page to branch to for an answer choice, respondent who choose it will move to the next page in the survey.
  5. Save your survey and click the preview icon preview icon to test out your logic.
 

Advanced Branching

Advanced branching allows you to branch or trigger various other actions based on answers to one or more questions or a variety of meta variables. For example, if a respondent is on an Android device and answers “Yes” to a question asking if they have downloaded apps in the last year, they are shown a page asking more about their use of apps. If they answer “No” they are skipped past this page.

Use advanced branching to:

  • Hide or show questions.
  • Complete or terminate the survey, or redirect the respondent.
  • Disable questions or mark them as invalid or complete.
  • Send an email.
  • Show different versions of a survey, randomly distribute versions to respondents.
  • Randomize the order of blocks of your survey.
  • Branch based on the answers to most question types.

Click below to learn how to add advanced branching logic:

Adding Advanced Branching

Advanced branching lets you define a set of rules that will trigger your branching actions. You can combine rule conditions with the Boolean operators AND or OR to create more complex conditions.

  • Use the AND operator to set up logic where every condition must be met in order to trigger actions.
  • Use the OR operator to set up logic where only one of the conditions must be met to trigger actions.
  • Use Negation to invert the logic of your rules, to create a NOT situation.

To apply advanced branching:

  1. Add the questions or meta variables that you want to trigger your branching logic.
  2. Select the Page tab on the palette.
  3. Select Advanced Branching Wizard.
  4. Click + Add Branching Rule.
  5. Click Add a condition? and select a question that you want to trigger logic.
  6. In the drop down that appears, select the answer condition you want to trigger the logic.
  7. Click Add Rule.
  8. Toggle between AND or OR by clicking on the operand that appears.
  9. Continue to add additional question and answer conditions until you’ve set up the rule conditions you want.
  10. Select an action from the drop down under Rule Actions. Add as many actions as you want the conditions to trigger.
  11. Click Save Rule

NOTE: You can combine as many questions as you want to trigger your actions, but all conditional questions must be combined with the same operator.

Click to see Rule Action Options in Detail:

Rule Actions
OptionWhat happens when conditions are met?Example
skip to pageSkip the respondent to a specified page.If a respondent answers no to a question asking if they go to the movies, they are skipped over a section of the survey asking about movies.
complete the SurveySends the respondent to the finish page. Sets the response status to Complete.A survey targeting teenage girls begins with a questions about the respondents age and gender, a respondent answers that they are a 17 year old male and are taken to the survey completion page.
terminate the SurveySends the respondent to the termination page. Sets the response status to Terminated.A survey begins with a question asking if a respondent consents to taking a survey. They answer “no” and are taken to the survey termination page.
skip to a random pageShows the respondent a random set of pages. See VIDEO: Skip to Random Page.A survey is set up with a demographic questions on the first page and the following pages each contain different versions of the same survey. A respondent is randomly shown a version of the survey after finishing the first page.
hide a questionHides a question. See Hiding or Showing Questions Using Advanced Branching.A survey asks a respondent if they watch sports, if they answer “no” question on later pages about sports are hidden.
show a questionShows a question. See Hiding or Showing Questions Using Advanced Branching.A respondent is asked if they have purchased electronics recently. If they answer “yes” they are shown questions asking about their purchases.
disable a questionPrevents a respondent from selecting or entering answers to all or part of a question. See VIDEO: Disable/EnableA survey asks a respondent if they are currently employed, if they answer “No” a following question asking which industry they work in will not let them select an answer.
mark as an invalid questionMakes a particular question or answer choice invalid and displays a specified message to the respondent requiring them to correct the survey.A survey asks a respondent questions about where they live. If a respondent selects a Canadian province from a drop down, this invalidates any answer to a previous question that is not “Canada” and shows the respondent a custom error message. The respondent will not be able to continue the survey until they fix their answers.
hide a pageHides a specified page.A survey asks if the respondent has children. If they answer “No,” a page asking parenting questions is hidden.
redirect to a ULR(Online Only)Redirects the respondent to a specified URL. Not available in offline mode.A survey asks if a respondent has read a privacy policy, if they answer no they are redirect to a website containing the policy.
randomly traverse a page rangeDisplays sections of the survey in a random order.A survey asks about consumer preferences. Questions are grouped by product category and each respondent should take every section. Sections are presented to different respondents in different order to avoid question order influencing data.
mark the response as completedMarks the response as complete without them having to submit the survey. Does not take the respondent to the finish page.A survey is marketed as a prerequisite for an online sale. When a respondent answers a final question, the survey is marked as completed and redirects to a URL where the respondent is offered the sale.
send an emailSends a custom email to specified recipients.A student housing survey asks respondents if they would like to be contacted about volunteer opportunities. An email is sent to the survey’s creator notifying them every time a student answers “Yes” to this question.
Duplicating Branching Rules

If you have a complex surveys that require a lot of similar branching logic per page you can duplicate an existing rule and edit it as needed.

To duplicate a branching rule:

  1. Click on a question and select the “Page” tab.
  2. Click the Advanced Branching Wizard button.
  3. Click the duplicate icon duplicate icon on the branching rule you want to duplicate. This will duplicate the rule into a new line in the wizard.
  4. Click on the newly created rule to edit it as needed.
VIDEO: Duplicate Branching Rule
Showing Branching Rules to Respondents

Respondents do not know that there is branching logic on a page unless you enable the option to show it. This option will show all branching rules to your respondents at the top of any page containing them. For example, “If Question 5 = Yes then Terminate survey.” This option can be helpful when you are testing your survey’s branching logic.

To show branching logic to respondents:

  1. Select the Survey tab in the palette.
  2. Select Show branching/skipping info.
  3. Save your survey.
VIDEO: Show Branching Info to Respondents
Video Tutorials
VIDEO: Using Unconditional Branching
VIDEO: Branching on Invite Email
VIDEO: Branching on Survey Language
VIDEO: How to Disable or Enable Questions with Advanced Branching
VIDEO: Trigger Emails from the Advanced Branching Wizard
VIDEO: Filter Respondents By IP Address with the Branching Wizard
VIDEO: Branching on Current Score
VIDEO: How to Use Branching to Terminate Responses