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How do I add logic and branching?

Send respondents to different sections based on their answers, end the survey early, or show a question only when it applies.

Logic lets your survey react to answers, so people only see what is relevant to them. Surbee has two kinds:

  • Branching decides which section a respondent goes to next.
  • Conditional questions show or hide a single question based on an earlier answer.

Branching between sections

Branching rules belong to a section. They are checked when a respondent clicks to move on from that section.

  1. Make sure your survey has the sections you want to send people to. See The editor.
  2. On the section that contains the question, open the section menu (the three dots next to Section 2, Section 3 and so on) and choose Add branching.
  3. In the Page Logic window, click + Add branching rule.
  4. Build the rule:
    • When: pick a question from this section.
    • Pick a condition: equals, does not equal, contains, is answered, is not answered, is greater than or is less than.
    • Type the value to compare against, unless the condition is is answered or is not answered.
    • Then: choose Go to page or Skip to page and pick a section, or choose End survey.
  5. Add more rules if you need them, then click Save Logic.

How rules are applied

  • Rules are checked from top to bottom, and the first one that matches wins.
  • If no rule matches, the respondent goes to the next section in order.
  • For choice questions, type the option as it appears, for example Not satisfied. Matching ignores capitals and punctuation.
  • For number questions such as Rating, Slider or Net Promoter Score, use is greater than or is less than. For example, "When How likely are you to recommend us? is less than 7, then Go to page Follow-up".
  • On Checkboxes, equals and contains match when the respondent ticked that option, whatever else they ticked.

Ending the survey early

Choose End survey as a rule's action to stop the survey for people who should not continue, such as anyone who does not give consent or who falls outside your target group.

When an End survey rule fires, the response is submitted with what the respondent answered so far. If your survey has an ending page, they see it. Otherwise they see Surbee's standard completion screen. See Create an ending page.

In your results, responses that ended this way are marked Declined or Screened out, so you can tell them apart from people who finished.

Showing a question only when it applies

A conditional question appears only when an earlier answer matches. For example, show "What could we have done better?" only to people who rated you 3 or lower.

Set these up by asking Surbee's AI in the chat:

  • "Only show question 5 if the answer to question 4 is Yes."
  • "Show the follow-up about pricing only to people who chose Too expensive."

A conditional question can depend on an answer from the same section or an earlier one. It appears as soon as the answer it depends on matches.

Test every path

Logic is the easiest part of a survey to get wrong. After you add rules, click Preview and take each path: answer the deciding question one way, check where you land, then restart and answer it the other way. Conditional questions are best checked on the live survey. See Preview and test your survey.

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