Conditional Logic in Surveys (v2)

Conditional Logic v2 helps you create smarter, more dynamic surveys in Enrollio. Show or hide questions, display custom messages, redirect parents to different pages, disqualify responses, or jump between slides — all based on how families answer your survey.

This guide explains how to use Conditional Logic in surveys, what's new in v2, and which fields are supported.

What Is Conditional Logic in Surveys

Conditional Logic automates actions inside your survey based on user input. You can define conditions like:

• If the answer is "No," show a custom message
• If the score is below 5, disqualify the prospective family
• If the date is within a range, redirect to another page
• Jump parents to a specific slide instead of showing all slides

This makes your surveys more interactive, relevant, and efficient — perfect for enrollment applications, parent satisfaction surveys, or tour feedback forms.

What's New in v2

Conditional Logic v2 brings powerful improvements to make building smarter surveys easier:

• Simplified 3-Step Builder: Select Field → Select State → Provide Value
• "Between" Operator: For number, score, monetary, and date fields
• Jump To Branching: Create slide-to-slide jumps inside surveys
• Expanded Field Support: Checkboxes, multi-dropdowns, terms & conditions, file uploads, signatures
• New Show/Hide Targets: Text, HTML, Image, and Terms & Conditions elements
• Rule List Filtering: Filter rules by field or slide
• Cycle Protection: Prevents loops (Slide A → Slide B → Slide A)
• Localized & Accessible: Keyboard navigation and translated labels

Available Actions

When you open Conditional Logic, you'll see these action types:

How to Set Up Conditional Logic in Surveys

You can add and manage rules directly inside the Survey Builder.

1. Open Conditional Logic

In the survey builder, click Conditional Logic in the top bar. You can also open it from the right-sidebar Conditional Logic link.

2. Add a New Condition

Click Add New Condition. Choose an action (Show/Hide, Message, Redirect, Disqualify, or Jump To). The 3-step logic builder opens.

3. Build the Rule

Follow the guided flow:

1. Select Field – Choose the survey field or slide to base the rule on
2. Select State – Pick the operator (e.g., is equal to, is empty)
3. Provide Value – Enter the value (text, number, date, option)

You can add multiple conditions in the same rule using AND or OR connectors:

• AND = all conditions must be true
• OR = any condition can be true

Switching between AND and OR updates all conditions in the block.

4. Choose the Action Result

Depending on your selection:

• Redirect to URL: Enter a valid link (e.g., https://example.com)
• Display Message: Add your custom message text
• Show/Hide Fields: Select fields to display or hide
• Disqualify Lead: Automatically stop submission
• Jump To (Surveys only): Select the target slide or question

5. Save the Rule

The Save button activates only after all required inputs are filled. The system checks for missing values and prevents looping logic.

Rules run top-down in the list.

Supported Fields

Conditional Logic v2 supports a wide range of survey fields:

Survey Fields

• Single Line
• Multi Line
• Number
• Monetary
• Score
• Date Picker
• Dropdown (Single)
• Dropdown (Multi)
• Radio Select
• Checkbox
• Terms & Conditions (TnC1 / TnC2)
• File Upload
• Signature

Static Elements

• Text
• HTML
• Image

Supported Operators by Field Type

Survey-Specific Features

Jump To Logic

• IF Basis: Field or Slide
• THEN Action: Jump to a slide or question
• When It Runs: On click of Next
• Conflict Handling: If multiple Jump To rules match, the first runs
• Protection: Prevents loops (Slide A ↔ Slide B)

Rule Filtering

In surveys, filter rules for easier editing:

• By Field: Shows rules linked to a specific field
• By Slide: Shows rules that affect or target a selected slide

Behavior & Evaluation

Understanding how rules run helps you build effective logic:

• Rules run top-down in order
• Redirect / Message / Disqualify: Only the first matching rule executes
• Show/Hide: Later rules override earlier ones
• Jump To: Evaluated on slide transition (Next button)
• Text matching is case-insensitive and ignores extra spaces
• Date logic uses your account timezone

Tips

FAQs

1. Can I mix AND and OR in the same rule?

No. Each rule must use only one type of connector.

2. Can I have multiple rules in the same survey?

Yes. Each rule runs independently.

3. What happens if more than one condition matches?

For Redirect, Message, or Disqualify actions, the first match wins. For Show/Hide, later rules override earlier ones.

4. Can I create loops in Jump To logic?

No. The builder blocks loops and displays a warning if detected.

5. Why can't I select fields in the IF dropdown?

Check that each survey field has a unique Query Key, then refresh the panel.

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