One of the more advanced features of survey configuration, Skip / Branch Logic screen allows you to configure the flow of the survey based on how the users respond to certain questions.
NOTE:If you enable Skip / Branch Logic, the following survey options be automatically set to 'No' (or 'Off'):
* Randomize Order of Sections in the Survey
* Show Entire Survey On One Page
This is required in order to properly apply skip / branch conditions.
All pages in your survey should be numbered uniquely in ascending order. When a respondent enters the survey, the page with the lowest display order gets rendered first. Once the respondent provides the answers and clicks on 'Next' button, the system checks to see if there are any branching conditions associated with that page (section). If no, the flow goes to the page with the next highest display order number. If branching conditions are defined, the system loops through all specified conditions to determine if a match exists. If a match is found, the respondent is taken to appropriate page as defined by that condition. If no match is found in all conditions, the respondent is taken to the next page in order.
1. Go Directly To Section - takes the respondent directly to the section specified when current section is finished. This is useful when creating branches.
2. Go To Specific Section Based on Answers - allows you to change the flow of the survey based on answers provided by the user. Only works for "multiple choice" (radio buttons, drop downs, checkboxes) fields and NOT on free text entry. Useful if you need to request additional information based on the answers given.
3. Go To End of Survey - similar to 'go to section', allows you to take the user to the end of the survey (thank you page, as configured in your settings). This option is also useful when creating branches.
4. Disqualify Based on Answers - allows you to end the survey and present the user with a 'disqualification' message should a certain condition be met. For example, you might create a condition to 'disqualify' anyone who is under 21 or not from the state of Massachusetts.
You will see all of your active sections listed on this page in ascending display order. To create a new condition, click on the plus (+) image in the Skip Logic column next to the desired section and select appropriate options. To edit an existing condition, click on the pencil image next to that condition. To permanently delete condition, click on the trashcan image in the same row.
You can create as many skip / branch conditions for each section as you'd like. The system will evaluate each condition in order and apply the first one that matches.
You can create unlimited number of skip / branch conditions but please take care not to create circular references. Otherwise, your respondents will never finish the survey. Circular reference means if a condition in Section 1 is met, go to Section 2. If a condition in section 2 is met, go to Section 1.
Example below illustrates the use of all branching conditions. Our hypothetical survey is geared towards college students so anyone who is not in college should get disqualified. Additionally, if the person is a senior, we will ask him/her additional questions.
The way to implement the above flow would be like follows.
Create all 'regular' sections that you expect everyone to fill out. Number them in ascending order. The first section would contain question asking if the person is currently in college (Yes/No). For the sake of the exercise, section 4 would determine if the person is a senior. Your sections would look something like:
1. Section 1 - Are you in college?
2. Section 2 - any questions
3. Section 3 - any questions
4. Section 4 - Are you a Senior?
5. Section 5 - Any questions
Create additional sections that deal with any questions you want to ask the seniors. Number them in ascending order also but start the numbers higher to separate from the main branch. Any number would do, as long as they are unique. For now, let's pick the following:
21. Section 6 - Do you have a job lined up
22. Section 7 - Are you happy you went to college
23. Section 8 - Would you stay for another 4 years?
Create branch conditions. The first one you create would be for section 1.
Condition 1. Click on the plus image next to section 1 and choose 'Disqualify Based on Answers'. Select the question 'Are you in college?' and pick No. Add the message you want to display to participants (ex: "Sorry, this survey is only for college kids"). Click Save. This will ensure that anyone who answered No, will not proceed with the survey.
Condition 2. Click on the plus image next to section 4 and choose 'Go To Specific Section Based on Answers'. Select the question 'Are you a Senior?' and pick Yes. Then select Section 21 as the destination section. Click Save. This will redirect the respondent to the alternate flow that you created but only if they answer Yes about being a Senior.
Condition 3. Click on the plus image next to section 5 and choose 'Go To End of Survey'. Click Save. This ensures that after respondent finishes Section 5, he/she is taken to the end of survey (thank you page) and not Section 21, which is the next highest display order
Condition 4. Click on the plus image next to section 23 and choose 'Go Directly to Section' and select Section 5. Click Save. This ensures that after a Senior finishes all sections in a second branch, he/she is taken back to the next section in the original flow. Alternatively (based on your set up), you could end the survey here also.