Display Logic

Updated 

Question-level display logic increases the flexibility and relevance of surveys by making certain questions appear based on respondents' answers to previous ones. This dynamic feature adapts the survey in real time, ensuring that participants only see contextually relevant questions. Customising the survey experience with display logic helps streamline data collection, reduce respondent fatigue and enhance the quality of feedback.

Adding Display Logic to a question lets you set conditional visibility based on:

  • Responses to earlier questions in the survey.

  • A Transaction Field value associated with the survey that matches a value you define.

You can also combine multiple conditions in a question to customise its visibility further.

Business Use Cases

  • Follow-up Questions: You can display targeted follow-up questions based on a respondent's specific answers, ensuring the survey remains relevant and personalized to each participant's responses.

    Example: If a respondent rates customer service as "Poor" in a CSAT survey, the survey dynamically displays a follow-up question asking for detailed feedback about their experience. This helps gather more context to identify specific issues and areas for improvement.

  • Demographic Filtering: You can display questions relevant to specific respondent demographics, ensuring the survey is tailored to their unique characteristics and providing more meaningful insights.

    Example: If a respondent selects "Age 18–24" in the age group question, the survey displays follow-up questions tailored to the preferences and needs of younger customers, ensuring more relevant and targeted feedback.

  • Interest-Based Customization: You can tailor questions based on respondents' interests or preferences, ensuring that the survey is more personalized and engaging for each participant.

    Example: If a respondent selects "Technology" as their area of interest, the survey displays follow-up questions related to tech products or services, ensuring the feedback collected is relevant and aligned with their preferences.

  • Error or Issue Resolution: You can display questions that address specific issues raised by respondents, allowing the survey to respond to their feedback and gather more relevant insights dynamically.

    Example: If a respondent reports a product defect, the survey displays additional questions to gather detailed information about the issue, helping teams diagnose the problem and take appropriate action.

  • Feedback on Optional Features: You can only show questions about additional features or services to respondents who indicate they've used them, ensuring that the survey remains relevant and focuses on their experience.

    Example: If a respondent indicates they’ve used a premium feature, the survey displays follow-up questions to assess their satisfaction and gather feedback on their experience with that feature.

  • Geographic Relevance: You can display location-specific questions based on respondent input or preloaded geographic data, ensuring the survey is relevant to the respondent's specific location or region.

    Example: If a respondent selects "Europe" as their region, the survey displays questions specific to the services or products available in Europe, ensuring the feedback is regionally relevant and actionable.

  • Conditional Offer Validation: You can display promotional or discount-related questions only to respondents eligible for specific offers, ensuring that the survey is tailored to those who qualify for the promotion.

    Example: If a respondent enters a specific promo code, the survey displays follow-up questions to verify their eligibility or collect feedback related to the promotion, helping ensure accurate insights and proper qualification.

Prerequisite

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 the Programs.

  • Edit: This permission gives you access to edit Programs.

  • Delete: This permission gives you access to delete Programs.

Setting Up Display Logic

  1. Go to Survey Builder and navigate to the question.

  2. Click Edit Logic on the question.

  3. Navigate to Display Logic.

  4. Fill details in Display Logic section:

    1. Data Field: The criteria can be determined by either Survey Questions or Transaction Fields, enabling visibility to be configured according to responses or transaction information.

    2. Condition: Specifies the particular component of the Data Field utilized to establish the condition, including a specific answer option, response tally, or other pertinent characteristic..

    3. Condition Type: Specifies the operators applied to the condition, such as equals, not equals, contains, does not contain, exists and missing.

    4. Value: Defines the specific value or range that the condition evaluates against, such as a particular option choice or set of criteria.

      Here is a detailed breakdown on the different kinds of values that Display Logic parameters can take.

      Data Field 

      Question Type  

      Condition 

      Condition Type  

      Value 

      Survey Question 

      MCQ 

      Choice 

      Contains 

      Option 1 

      Option 2 

      Option N 

      Count of the Choice 

      Equals 

      User-defined value of count of options selected by the respondent 

       

       

      Value cannot be more than the total number of option choices available in the MCQ question 

       

      Not Equals 

       

       

      Less Than 

       

       

      Less Than or Equal To 

       

       

      Greater Than 

       

       

      Greater Than or Equal To 

       

       

      Text Field 

      Text  

      Equals 

      User-defined response value 

      Not Equals 

      Containing 

      Does Not Contain 

      Exists 

      Missing 

      Text (Case Sensitive) 

      Equals 

      User-defined response value 

      Not Equals 

      Containing 

      Does Not Contain 

      Exists 

      Missing 

      NPS Rating 

      Choice 

      Equals 

      User-defined response value 

       

       

      User-defined response value cannot take a value more than 10 

       

      Not Equals 

       

       

      Less Than 

       

       

      Less Than or Equal To 

       

       

      Greater Than 

       

       

      Greater Than or Equal To 

       

       

      CSAT Rating 

      Choice 

      Contains 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Does Not Contain 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Slider 

      Choice 

      Equals 

      Statement 1 

      Response Value 

      Not Equals 

      Less Than 

      Statement 2 

      Response Value 

      Less Than or Equal To 

      Greater Than 

      Statement N 

      Response Value 

      Greater Than or Equal To 

      Rating Scale 

      Choice 

      Contains 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Does Not Contain 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Rank Order 

      Option 1 

      Ranked As  

      Rank Value 

      Ranked More Than 

      Ranked Less Than 

      Ranked Above 

      Ranked Below 

      Option 2 

      Ranked As  

      Rank Value 

      Ranked More Than 

      Ranked Less Than 

      Ranked Above 

      Ranked Below 

      Option N 

      Ranked As  

      Rank Value 

      Ranked More Than 

      Ranked Less Than 

      Ranked Above 

      Ranked Below 

      Matrix 

      Choice 

      Contains 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Does Not Contain 

      Statement 1 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement 2 

      Scale Value 1 

      Scale Value 2 

      Scale Value N 

      Statement N 

      Scale Value 1 to N 

      Text/Media 

      Text and Media 

      Exists 

      NA 

      Missing 

      NA 

      File Upload 

      Uploaded File 

      Exists 

      NA 

      Missing 

      NA 

      Heat Map 

      Heat Map 

      Exists 

      NA 

      Missing 

      NA 

      Heat Map Region 

      Equals 

      Region 0 

      Region 1  

      Region 2  

      Region N 

      Not Equals 

      Region 0 

      Region 1  

      Region 2  

      Region N 

      Transaction Field 

      Use the search bar to select a Transaction Field 

      Text  

      Equals 

      User-defined Transaction Field value 

      Not Equals 

      Containing 

      Does Not Contain 

      Exists 

      Missing 

      Text (Case Sensitive) 

      Equals 

      User-defined Transaction Field value 

      Not Equals 

      Containing 

      Does Not Contain 

      Exists 

      Missing 

       

  5. Click the + Condition Group button to combine multiple such conditions in a single question to further customize question visibility. You can add another condition in the new fields for Display Logic parameters and define the logic for combining these conditions using the AND or OR dropdown. This allows you to refine the visibility of questions by setting more specific rules based on multiple criteria.

  6. Check Dynamic Appearance to ensure no page break is added to the survey (a page break will be created after the question nonetheless). Dynamic Appearance prevents a page break from being added before the question in the survey; however, a page break will still be inserted after the question.

  7. Click Save.

  8. Inorder to view all the Display Logics applied in the single survey click Logics (right sidebar button) to view all the Display Logics in the survey.

Note: Display Logic conditions can only be applied to Survey Questions and Transaction Fields.

To view all the Display Logics applied in a single survey

  • You can click on the Branch button on the top Survey Builder menu bar button to view all the Logics in the survey.

  • If there are no logics set up in the survey, the following modal opens upon clicking any question:

  • Click on the Logics right sidebar button to view all the Display Logics in the survey.

Preview

You can click the Preview button(at the top menu of the Survey Builder) to see how the Display logic will appear.

You can use the respondent view to respond to the survey questions, and observe how the Display Logic conditionally displays the questions on which it is applied.