How to Use Conditional Logic in Forms

Overview

Conditional logic in PXME forms is a powerful feature that lets you automate actions and create dynamic, personalized form experiences. With conditional logic, you can show or hide fields, redirect users to different pages, display custom messages, or even disqualify leads — all based on their responses.

This helps you collect higher-quality data while ensuring your forms stay efficient, user-friendly, and tailored to each respondent.

Step 1: Create or Edit Your Form

1. Navigate to Sites > Forms

2. Create a new form or select an existing one to edit

Step 2: Create Your Conditional Logic

1. In the Form Builder, open the Conditional Logic section (under the secondary header bar)

2. Select the type of logic you want to configure:

• Redirect to URL – Send the user to a specific page if conditions are met

  • Example: If a phone number includes a certain country code, redirect to a region-specific page

• Display a Custom Message – Show a tailored message based on input

  • Example: If a lead selects a certain service, display a message with more details

• Disqualify Leads – Filter out leads that don’t meet your criteria

  • Example: Disqualify if the user’s budget falls below a threshold

• Show/Hide Fields – Dynamically reveal or hide fields

  • Example: If “New York” is entered as the city, display an “Organization” field that was hidden before

Notes on Logic Behavior

• You can switch between AND/OR conditions for precise control

• Only relevant fields you’ve added to the form will appear as filter options

• Conditional logic overrides on-submit actions (thank-you messages, redirects, etc.)

• Checkbox and multi-select fields are not currently supported for conditional logic

Using Conditional Payment Elements

Conditional logic can also be applied to payment fields, giving you flexibility in when and how payments are requested.

How to Set It Up:

1. Open the form in Form Builder

2. Add a Logic Rule (e.g., “Do you want to subscribe?”)

3. Drag in the Payment Element

4. Configure its visibility:

   • If Yes → Show the payment field

   • If No → Keep it hidden

5. Save and Test – Preview the form to confirm behavior

FAQs

Q1: What is conditional logic in forms, and why is it useful?
Conditional logic makes forms dynamic by adjusting based on user input, improving experience and ensuring only relevant data is collected.

Q2: Can I use conditional logic with any type of field?
Most fields are supported, but checkbox and multi-select fields are excluded.

Q3: How do I set up conditional payment elements?
Drag the payment element into your form, then configure it to show/hide based on a field response.

Q4: What happens if my form has both conditional logic and on-submit actions?
Conditional logic takes priority over on-submit actions like redirects or thank-you messages.

Q5: Can I switch between AND/OR conditions?
Yes. You can freely switch between them, and all logic updates automatically.