In editing your survey, you may want to ask questions with logic based on previous answers or redirect to a question based on how they answer a certain question. Adding QUESTION LOGIC, allows the user to control the questionnaire flow/routing in the Question Builder.
There are two types of logic -
PRE-CONDITION can be used to create a survey that is customized to each participant. When a specific question pertains only to certain participants, you can set a Pre-condition on it so that it shows conditionally, based on previous information. The ability to conditionally display questions allows you to create a survey that dynamically adapts to your participant’s answers.
POST CONDITION allows you to send participants to a future point in the survey based on how they answer a question. Please note that Post-condition can only be used to send participants forward in the survey, not backward.
HOW TO SET UP A PRE-CONDITION
1. In the Question Builder Page, select the question in which you will apply the logic then click the Question Logic tab click+ Add Conditions
2. Select/Tick PRE-CONDITION
3. Click +Add rule
4. Select the SOURCE question (labelled in the box as Display if). When applying pre-condition to a question, you can only choose the SOURCE question that comes before the question to which you will apply logic.
(For example, Question 5 is where you will apply pre-conditions, so the condition logic will only work if the SOURCE question is from any of the Questions 1, 2, 3, 4)
5.Then select the CONDITION you want to apply then click ADD RULE.
Note: The conditions vary per question type. (See further below for the different conditions).
6. If you are going to add another rule, click ADD rule again, if not click DONE. Once you've confirmed your condition, a LOGIC icon will appear at your question.
7.If adding multiple rules in one Pre-condition, then the relationship between rules is AND. For example, you want ask an open end question among female Lidl shoppers. In this scenario, the question logic should have 2 rules:
Add PRE-CONDITION 1: Those who are have shopped at Lidl and then click DONE
Add PRE-CONDITION 2: Those who are open to visit Lidl in the future then click DONE
HOW TO SET UP A POST-CONDITION
1. In the Question Builder Page, select the question in which you will apply the logic then click the Question Logic tab
2. Select/Tick POST-CONDITION
3. Click +Add rule
4. The SOURCE question (labelled in the box as Display if) you will be automatically selected in drop down
5. Then select the CONDITION you want to apply then click ADD RULE.
Note: The conditions vary per question type. (See further below for the different conditions).
6. Select the question to which the participant will be redirected (labelled in the box as Then, jump to) then click DONE.
For example, you want to ask a Treeman question in Q9 but you want to skip the questions in between Q3 to Q8 among those who said "None of these" in Q3 Brand Ever Tried
To do this, use Post-Condition logic in the first question Q3 then set your condition (Include None of these) then select the question it will jump to (Q9 Treeman)
7. Similar to the Pre-condition, if adding multiple rules in one Post-condition, then the relationship between rules is AND. Each condition is independent, so now, if we have two Post-conditions, then the relationship between those two Post-conditions is OR.
CONDITIONS PER QUESTION TYPE
a. If the source question is a Single Choice and similar questions, then the default conditions are:
| Single Choice Also for Rating/Scale/Map/Single Choice Popup Cards/Tradeoff Ranking/Treeman/NPS Plus | LOGIC |
| INCLUDES | If choosing the defined options from the source question |
| does not INCLUDES | If NOT choosing the defined options from the source question |
| is Displayed | if the question is displayed/asked |
| is NOT Displayed | If the question is NOT displayed/asked |
Please note in the Tradeoff Ranking Question, that INCLUDES and does not INCLUDE applies to the Top Choice only. For example, the user can set up a logic where a Tradeoff Ranking Question INCLUDES Idea 1 or Idea 2 in the Top Choice.
b. If the source question is an Multiple-Choice and similar questions, then the conditions are
| Multiple Choice Also for Rank Order /Multiple Choice Popup Cards / Virtual Question / Image Hotspot | LOGIC |
| INCLUDES | If choosing the defined options from the source question |
| does not INCLUDES | If NOT choosing the defined options from the source question |
| number of selected values GREATER THAN | If the number of selected options is greater than the custom value |
| number of selected values EQUALS to | If the number of selected options is the same as the custom value |
| number of selected values LESS THAN | If the number of selected options is less than the custom value |
| is Displayed | If the question is displayed/asked |
| is NOT Displayed | If the question is NOT displayed/asked |
Please note in the Rank Order Question, the user can specify a specific rank order after INCLUDES and does not INCLUDE the options. For example, the user can set up a logic where a Rank Order Question INCLUDES Option B in the 1st rank. They can also set up a logic where a Rank Order Question INCLUDES Option B in ANY rank order.
c. If the source question is an Open-ended or Numeric mention, then the applicable conditions are:
| Open-end/Numeric Question | LOGIC |
| Contains [text] | If the answer mentions the custom word/value |
| does not Contains [text] | If the answer does NOT mention the custom word/value |
| Equals [text] | If the exact answer is only the custom word/value |
| does not Equals [text] | If the exact answer is NOT the custom word/value |
| Greater than [numeric] | If the answer is greater than the custom value |
| Greater than OR EQUALS [numeric] | If the answer is greater than or EQUALS the custom value |
| Equals [numeric] | If the exact answer is a custom value |
| does not Equals [numeric] | If the exact answer is NOT the custom value |
| Less than [numeric] | If answer is less than the custom value |
| Less than OR EQUALS [numeric] | If answer is less than or EQUALS the custom value |
| is Displayed | If the question is displayed/asked |
| is NOT Displayed | If the question is NOT displayed/asked |
d. If the source question is System Metadata (includes Language, Self-provided Panel, and Device Type), then the conditions are
| System Metadata | LOGIC |
| INCLUDES | If including the defined options from the system metadata |
| does not INCLUDES | If NOT including the defined options from the system metadata |
e. If the source question is URL Metadata (please see more details about URL Metadata here)
| URL Metadata | LOGIC |
| Contains [text] | If the URL metadata mentions the custom word/value |
| does not Contains [text] | If the URL metadata does NOT mention the custom word/value |
| Equals [text] | If the exact URL metadata is only the custom word/value |
| does not Equals [text] | If the exact URL metadata is NOT the custom word/value |
| Greater than [numeric] | If URL metadata is greater than the custom value |
| Greater than OR EQUALS [numeric] | If URL metadata is greater than or EQUALS the custom value |
| Equals [numeric] | If the exact URL metadata is a custom value |
| does not Equals [numeric] | If the exact URL metadata is NOT the custom value |
| Less than [numeric] | If URL metadata is less than the custom value |
| Less than OR EQUALS [numeric] | If URL metadata is less than or EQUALS the custom value |
Please note that Piped options work the same as other options and can be included in the logic system.