How to Set Up Conditional Logic in Surveys

Overview

Conditional logic in PXME surveys allows you to customize the flow of questions based on a respondent’s answers. This creates a more dynamic, personalized experience while ensuring you collect only the most relevant data for your goals. With conditional rules, you can direct participants to specific slides, skip irrelevant questions, or disqualify leads automatically.

How to Use Conditional Logic in Your Survey

1. Create or Edit Your Survey

• Navigate to Surveys > Builder

• Create a new survey or open an existing one to edit

2. Add Basic Fields

• Add standard fields such as First Name, Last Name, Phone, Email

• Arrange these fields in the order you want them to appear

3. Add a Custom Field (Example: Radio Button)

• Click Add Field and select Radio Button

• Enter your response options (e.g., Option 1, Option 2)

• Save the field under Additional Info

4. Set Conditional Logic for the Custom Field

• Select the custom field you created

• Scroll down to the Conditional Logic section

5. Define Survey Flow with Logic Rules

Choose how the survey progresses based on responses:

• Go to a Specific Slide – Direct respondents to a specific question or slide depending on their answer

• Disqualify Respondents

  • Disqualify Immediately – Ends the survey as soon as the user selects that option

  • Disqualify After Submit – Allows the respondent to finish, then disqualifies them upon submission

6. Save and Test Your Survey

• Save your changes

• Use Preview to test the flow

• Complete the survey as a user to confirm the logic works correctly

Key Benefits of Using Conditional Logic

• Dynamic Flow – Personalized experiences tailored to each respondent

• Efficient Data Collection – Capture only the information that matters

• Increased Engagement – Keep respondents engaged with relevant questions

FAQs

Q1: Can I set up multiple conditions for one question?
Yes. Multiple logic rules can be applied to a single question, each tied to different response options.

Q2: Can I disqualify users at any point in the survey?
Yes. You can disqualify respondents immediately or after submission.

Q3: What happens if a user is disqualified?
They can either be redirected to another page or shown a custom disqualification message.

Q4: How can I customize the disqualification message?
In the conditional logic settings, use the Message field to write your own note for disqualified respondents.

Q5: How do I test the logic before going live?
Use Preview Mode in the survey builder and complete the survey as if you were a respondent.