Conditional surveys are surveys where the answer of one question determines what the next question is. IntelliBrand allows you to create conditional surveys by adding Logic to your questions in the Survey Designer Form.


However, creating conditional surveys requires some planning. You need to create all questions before adding Logic to them and you need to prepare for all possible scenarios. The example below shows you how to set up a simple conditional survey.


We build a survey that is intended to capture information about the alcohol selection in a store and asks the rep if they offered the new wine, beer and spirit selection.


The survey contains the following Questions:

  1. Is there an off-licence section in the store? Yes/No
  2. What types of alcohol are they selling? Wine Only / Beer & Wine / Beer, Wine & Spirits
  3. Did you offer our new wine selection? Yes/No
  4. Did you offer our new beer selection? Yes/No
  5. Did you offer our new spirit selection? Yes/No 


We have the following conditions:

  1. If the answer to Q1 is No then the survey should end.
  2. If the answer to Q1 is Yes then the survey should go to Q2.
  3. After answering Q2 the survey should go to Q3.
  4. After answering Q3 the survey should end if the answer to Q2 was Wine Only otherwise it should go to Q4.
  5. After answering Q4 the survey should end if the answer to Q2 was Beer & Wine otherwise it should go to Q5.
  6. The survey ends after answering Q5.


This may sound a little complicated but please take a look at Figure 1 below - the flow chart is a great visual tool to help you understand this.



We need to create a new Survey with the questions on Figure 2. If you are not familiar with the Survey Designer or you don't know how to create a Survey then please go to our Surveys - Creating and Maintaining article.



After the survey is set up we can start to add our Logic and Rules. Click on the Logic Builder icon of the first question - highlighted on Figure 3 - to open the Logic Builder.



Click on the Add Rule dropdown and select Add If/Else Rule. 



Two Rules are added to the screen as default - Rule #1 and a Final Rule. Rules are conditions and they are checked sequentially from top to bottom by the survey. You can add more Rules if necessary and you can delete a Rule by clicking on the red X button in their header. Please note the Final Rule has no condition - it's also called an 'otherwise' rule because it takes the survey to the question specified by this Rule if all previous Rules fail to meet their conditions.

 
In this case we need to add the following conditions:

  • If the answer to this THIS QUESTION is YES then go to 'What types of alcohol are they selling?'
  • Otherwise go to the End of the Survey

Figure 5 below shows the options you need to select. Click on Save & Close to save your changes and close the Logic Builder of the first question.



Next, we need to tell our survey to go to Question 3 after answering Question 2. This step can be achieved by using the Change Next Question function in the Logic Builder. Click on the Logic Builder button on Question 2 and select the Change Next Question option from the Add Rule dropdown.



A Next Question section will appear. Select the Did you offer our new wine selection? question from the dropdown and click on Save & Close.



Next we need to add an If/Else Rule to the Did you offer our new wine selection? question. 

To achieve this, open the Logic Builder by clicking on the Logic Builder button of this question. Click on the Add If/Else Rule in the Add Rule dropdown and set the conditions shown on Figure 8.

  • If the answer to What types of alcohol are they selling? is Wine Only then go to End of Survey
  • Otherwise go to Did you offer our new beer selection? question

Click on Save & Close to close the Logic Builder.



Similarly, we need to add a Rule to the Did you offer our new beer selection? question. Figure 9 shows the conditions that needs to be set up.

  • If the answer to What types of alcohol are they selling? is Beer & Wine then go to the End of the Survey
  • Otherwise go to Did you offer our new spirit selection? question



Our conditional survey is now complete. We don't need to add any Rules to the last question as our survey ends after answering it.


Setting up conditional surveys can be a difficult task. It requires planning and setting up your Rules in the correct way. Our designer was built in a way it helps you avoid common mistakes e.g. setting up loops in your surveys. 


If you would like to test your survey then click on the Test Survey button - shown on Figure 10. This will open a dialog with your survey and you can step through each question and confirm the Rules are working as intended. We recommend testing all possible scenarios and only setting your Survey active when you ensured your survey works correctly.