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:

      Data Field

      Question/Data Type 

      Condition

      Condition Type 

      Value

      Survey Question

      MCQ

      Choice

      Contains

      Option 1

      Option 2

      Option N

      Does Not Contain

      Option 1

      Option 2

      Option N

      Is Not Empty

      Is Empty

      Count of Choice

      Equals

      User-defined value of count of options selected by the respondent (Cannot be more than the total number of option choices available in the MCQ question)

      Does Not Equal

      Less Than

      Less Than or Equal To

      Greater Than

      Greater Than or Equal To

      Text Field

      Text 

      Equals

      User-defined response value

      Does Not Equal

      Contains

      Does Not Contain

      Is Not Empty

      Is Empty

      Text (Case Sensitive)

      Equals

      User-defined response value

      Does Not Equal

      Contains

      Does Not Contain

      Is Not Empty

      Is Empty

      NPS Rating

      Choice

      Equals

      User-defined response value (cannot be more than 10)

      Does Not Equal

      Less Than

      Less Than or Equal To

      Greater Than

      Greater Than or Equal To

      Is Not Empty

      Is Empty

      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

      Is Not Empty

      Is Empty

      Slider

      Choice

      Equals

      Statement 1

      Response Value

      Does Not Equal

      Less Than

      Statement 2

      Response Value

      Less Than or Equal To

      Greater Than

      Statement N

      Response Value

      Greater Than or Equal To

      Is Not Empty

      Is Empty

      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

      Is Not Empty

      Is Empty

      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

      Is Not Empty

      Is Empty

      Text/Media

      Text and Media

      Is Not Empty

      Is Empty

      File Upload

      Uploaded File

      Is Not Empty

      Is Empty

      Heat Map

      Heat Map

      Is Not Empty

      Is Empty

      Heat Map Region

      Contains

      Region 0

      Region 1 

      Region 2 

      Region N

      Does Not Contain

      Region 0

      Region 1 

      Region 2 

      Region N

      Custom Fields

      Profile Fields
      Case Fields
      Transaction Fields
      Response Fields

      Single Line Text,
      Multi Text

      Text 

      Equals

      User-defined Field value

      Does Not Equal

      Contains

      Does Not Contain

      Is Not Empty

      Is Empty

      Text (Case Sensitive)

      Equals

      User-defined Field value

      Does Not Equal

      Contains

      Does Not Contain

      Is Not Empty

      Is Empty

      Number

      Number

      Equals

      User-defined Field value

      Does Not Equal

      Less Than

      Less Than or Equal To

      Greater Than

      Greater Than or Equal To

      Is Not Empty

      Is Empty

      Single Select,
      Multi Select

      Choice

      Contains

      Option 1

      Option 2

      Option N

      Does Not Contain

      Option 1

      Option 2

      Option N

      Is Not Empty

      Is Empty

      Date

      Date

      Equals

      User-defined Date value

      Does Not Equal

      User-defined Date value

      Less Than

      User-defined Date value

      Less Than or Equal To

      User-defined Date value

      Greater Than

      User-defined Date value

      Greater Than or Equal To

      User-defined Date value

      Response Metadata → Browser Metadata

      Browser Name

      Choice

      Contains

      Google Chrome

      Mozilla Firefox

      Vivaldi

      Opera

      Apple Safari

      Microsoft Edge

      Does Not Contain

      Google Chrome

      Mozilla Firefox

      Vivaldi

      Opera

      Apple Safari

      Microsoft Edge

      Operating System

      Choice

      Contains

      MacOS

      Microsoft Windows

      Linux

      Android

      iOS

      Does Not Contain

      MacOS

      Microsoft Windows

      Linux

      Android

      iOS

      Device Type

      Choice

      Contains

      Mobile

      PC/Laptop

      Tablet

      Does Not Contain

      Mobile

      PC/Laptop

      Tablet

      Response Metadata → Survey Response Standard Fields

      Respondent Time

      `

      Equals

      User-defined Date value

      Does Not Equal

      User-defined Date value

      Less Than

      User-defined Date value

      Less Than or Equal To

      User-defined Time value

      Greater Than

      User-defined Time value

      Greater Than or Equal To

      User-defined Time value

      Survey Type 

      Choice

      Equals

      Standard 

      Conversational 

      Day of Week

      Choice

      Contains

      User-selected Day of Week (Monday, Tuesday…Sunday)

      Does Not Contain

      User-selected Day of Week (Monday, Tuesday…Sunday)

      Date of Month

      Choice

      Contains

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Does Not Contain

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Less Than

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Less Than or Equal To

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Greater Than

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Greater Than or Equal To

      User-selected Date of Month (1, 2, …31, Last Day of Month (dynamic))

      Response Metadata → Website URL

      Website URL Text

      Text or Text (Case sensitive)

      Equals

      Does Not Equal

      Contains

      Does Not Contain

      Is Not Empty

      [26.7.1 Release Update] Setup the website URL based logic to control survey content visibility based on the webpage on which the survey is opened. (For Website based surveys).

      Distribution Metadata

      Channel Type 

      Choice

      Contains

      Whatsapp

      Anonymous Link

      Personalised Link

      SMS

      QR Code

      Social Media

      Website

      In-App

      Does Not Contain

      Whatsapp

      Anonymous Link

      Personalised Link

      SMS

      QR Code

      Social Media

      Website

      In-App

  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.