Skip Logic

Updated 

Skip Logic improves the flexibility and relevance of surveys by directing respondents to specific questions or sections based on their previous answers. This dynamic approach tailors the survey experience, ensuring participants only see questions that are relevant to them. By personalizing the survey flow, skip logic helps streamline data collection, reduce respondent fatigue, and enhance the quality of feedback.

Adding Skip Logic to a question lets you conditionally skip to later survey parts based on the response provided. The types of Skip Logic conditions that can be applied depend on the question type. Additionally, you can combine multiple conditions for the skip logic of a single question to further customize the survey flow.

Note: Skip Logic can only be defined for a survey question.

Business Use Cases

  • Customer Feedback Segmentation: Skip Logic allows you to send a post-purchase survey asking respondents to rate their satisfaction with the product or service they received.

    Example: For instance, if a customer rates their satisfaction as 9 or 10, the survey skips to a question asking for a testimonial. If the rating is between 6 and 8, it directs them to provide suggestions for improvement. And if the satisfaction score is below 6, the survey prompts the customer to describe specific issues they encountered. This approach helps gather targeted feedback based on the customer’s experience.

  • Product Interest Surveys: Skip Logic allows you to guide respondents based on their interests.

    Example: Respondents are directed to specific sections, such as electronics, apparel, or home goods, based on their selection. The survey then presents questions relevant to the chosen category while skipping irrelevant ones, ensuring a more personalized and efficient experience.

  • Eligibility Screening: Skip Logic enables you to design a targeted survey by ensuring only relevant participants proceed. Based on predefined criteria, respondents are either guided through the survey or redirected to the end if they don’t meet the necessary conditions.

    Example: Individuals 18 years or older, or those residing in a specific city, are eligible to participate. Those who do not meet these conditions are automatically directed to the end of the survey.

  • Employee Engagement Survey: Skip logic guides respondents to questions relevant to their department while automatically skipping over sections that do not apply to them, based on their selections.

    Example: Employees are asked to identify their department (e.g., HR, Sales, IT). Based on their selection, respondents are guided to answer department-specific questions, while irrelevant sections are skipped automatically to create a smoother and more relevant survey experience.

  • Event Feedback Surveys: Skip Logic directs post-event survey respondents to relevant questions based on their participation in specific sessions or workshops.

    Example: If a respondent attended a specific workshop, they are directed to provide detailed feedback about that session. If they did not attend, the survey automatically skips those questions and moves to the next section.

  • Health and Wellness Surveys: Skip logic allows respondents to be directed to customized questions that cater to their particular needs and experiences, based on the goal they have chosen, while automatically bypassing any sections that are not relevant.

    Example: In a wellness program survey, respondents are first asked to identify their primary health goal, such as weight loss, stress reduction, or fitness improvement. Based on their selection, they are then directed to targeted questions tailored to their specific needs and experiences, while unrelated questions are skipped to ensure the survey remains focused and relevant.

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 Skip Logic

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

  2. Click Edit Logic at the bottom of the question.

  3. Go to the Skip Logic section. In the Question Logics modal that appears, scroll down to locate the Skip Logic settings

  4. Fill details in the Skip Logic section:

    1. Condition: You can define the specific component of the question such as an answer choice, response count, or another relevant attribute that serves as the basis for the condition.

    2. Condition Type: You can specify the operators applied to the condition, such as equals, not equal, contains and others, to define how the data is evaluated in relation to the condition.

    3. Value: You can define the specific value or range that the condition evaluates, such as particular option choices, numerical values or predefined criteria. You can select multiple values at the same time.

      A unique combination of values for these parameters creates a single Skip Logic condition. Here is a detailed breakdown on the different kinds of values that Skip Logic parameters can take for each question type:

      Question Type  

      Condition 

      Condition Type  

      Value 

      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 

  5. Define the Survey Question/End of Survey to skip to if the specified Skip Logic condition is met:

  6. Click + Logic to add additional logics to a single question to further customize question visibility. You can add another condition in the new fields for Skip Logic parameters

  7. Click Save.

  8. To view all Logics (both Skip Logic and Display Logic) applied to a question, click the Logics button located in the right-hand menu bar of the Survey Builder.

Note:

  • Skip Logic conditions can solely be defined based on the answers provided to questions.

  • It is not possible to incorporate logics to display various ending pages.

  • Logics cannot be incorporated to display various styles.

Manage Skip Logic

Skip Logic

Click the Survey Logic option in the top Survey Builder menu to view and edit all the logic applied in the survey.

Use the respondent view to answer the survey questions and see how Skip Logic conditionally navigates to specific sections based on your response to the question where the logic is applied.

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

If you rearrange the order of questions after setting Skip Logic, you will receive the following warning. If you click “Move Anyway”, the Skip Logic shall be deleted.

Preview

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

You can use the respondent view to answer the survey questions and see how Skip Logic works by skipping to specific sections based on your response to the question where the logic is applied.