Display Logic at Answer Choice or Statement Level
Updated
Answer-choice/Statement-level Display Logic offers enhanced survey customisation by showing specific answer choices or statements based on respondents' previous responses. This ensures that participants only see relevant options, creating a more personalised and efficient survey experience. By tailoring questions this way, survey creators can optimise data collection, minimise respondent effort and obtain higher-quality insights.
This feature allows you to define conditional visibility for a question's answer choices or statements (depending on the question type) based on:
Responses given to previous questions in the survey.
A Transaction Field value linked to the survey that meets a predefined criterion.
Additionally, you can combine multiple conditions to further customise the visibility of answer choices.
Business Use Cases
Personalizing Survey Options: Helps to display specific answer choices based on previous responses to personalise the survey experience according to the respondent's context.
Example: If a respondent selects "Product A" in the initial question of the product feedback survey, then only show follow-up questions related to Product A, such as features, usage, and satisfaction, while hiding questions about other products like Product B or Product C.
Dynamic Follow-Up Options: This feature helps provide targeted options based on earlier responses to collect more accurate and relevant feedback.
Example: If a respondent gives a low rating in a Customer Satisfaction (CSAT) question regarding customer service, display follow-up options such as "Agent professionalism," "Resolution time," or "Clarity of communication" to help identify the reason for their dissatisfaction.
Relevance in Multi-Topic Surveys: Show answer choices tailored to specific demographics or interests, ensuring respondents only see relevant questions.
Example: In an employee engagement survey, if a respondent identifies their role as "Manager," display follow-up questions related to team management, such as leadership support or team dynamics, while hiding questions focused on individual tasks that are more relevant to non-managerial roles.
Language or Regional Customization: Display region-specific or culturally relevant answer choices based on location or preferred language criteria.
Example: If the survey detects that the respondent's location is Canada, display region-specific answer choices such as "CAD Pricing" and hide options like "USD Pricing" that are not relevant to their location.
Transactional Context: Tailor answer choices based on metadata or transaction-specific details linked to the respondent.
Example: If a respondent’s transaction status is "Order not delivered," display follow-up support options such as "Request refund" or "Reschedule delivery" to address the issue appropriately.
Progressive Disclosure: Gradually reveal answer choices as respondents satisfy predefined conditions to maintain a concise and focused survey experience.
Example: In a satisfaction survey, first ask the respondent "Are you satisfied?" If they answer "No," display follow-up options to capture the reason for dissatisfaction, such as "Pricing," "Support delay," or "Product quality."
Pre-requisites
Access to this module requires the Program Level View, Edit, and Delete permissions, which are available under the CFM App under roles:
View: This permission gives you access to view Programs.
Edit:This permission gives you access to edit Programs.
Delete: This permission gives you access to delete Programs.
Setting Up Display Logic at Answer Choice or Statement Level
Let's have a look at the navigation steps:
Go to Survey Builder.
Navigate to the question where Display Logic needs to be applied.
Click Edit Logic.
Navigate to Answer Logic section.
Scroll to the specific Statement for which Display Logic is set up.
Configure Display Logic Parameters for statements by selecting values for:
Data Fields: Represents the area utilized as the foundation for the chosen condition (Survey Questions or Transaction fields)
Condition: Represents the particular element of the Data Field that will serve as the foundation for the condition. (e.g., answer choice, answer count, etc)
Condition Type: Represents the type of condition will consist of different operators. (equal, not equals, less than, less than or equal to, greater than and greater than or equal to).
Value: Represents the particular value or range that the Condition assesses. (e.g., specific option choices, etc).
Click Save.
Click + Condition Group to combine multiple such conditions in a single answer-choice or statement to further customize question visibility. Adding another condition in the new fields helps in displaying logic parameters.
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Note: You can define the logic for these conditions using AND or OR operators.You can incorporating an additional condition into the new fields for Display Logic parameters.
You can establishing the rationale for merging these conditions through the AND/OR dropdown.
If there are no logics set up in the survey, the following modal opens upon clicking any question:
You can also verify the logic by clicking on the Branch button located in the top menu bar of the Survey Builder to see all the Logics in the survey.
Preview
Click the Preview button on the top menu in the Survey Builder. Switch to the respondent view to experience the survey as a participant. As you go through the questions, observe how Answer-Choice or Statement-Level Display Logic dynamically shows or hides options based on the conditions you’ve configured.
Key points to note
Currently, Display Logic conditions can be applied only to Survey Questions and Transaction Fields.
Answer-choice/Statement-level Display Logic is only supported for the following question types:
Multiple Choice Questions
CSAT Rating
Slider
Rating Scale
Rank Order
Matrix