Survey Customization and Advanced Features

Survey Login

To create a more seamless and engaging user experience, you can fully customize the survey's appearance from beginning to end. Start by navigating to the toolbar menu at the top-left corner of your screen. Click on 'Survey Branding', and from the dropdown menu, select 'Survey Login'.

In this section, you can tailor the login screen that appears before respondents begin the survey. Customize text, font styles, background colors, or add visual elements such as logos and hyperlinks. This ensures that your organization's branding is reflected right from the start, offering a cohesive and professional first impression.

Designing Survey Flow

Logic Tab

The Logic tab displays and allows you to edit logical rules that specify the survey flow.

Add a New Rule

Click Add New Rule at the bottom of the Logic tab to display editors that allow you to specify conditions and select actions to perform when these conditions are met. Specify conditions (if-clauses) Select a question whose answer should be checked and a logical operation from the corresponding drop-down menus. Then, specify the answer that applies the rule. Some logical operations do not need an answer (for example, Empty or Not empty).

If the rule needs more than one condition, click the Add Condition button. You can use the AND or OR logical operator to combine the new and previous conditions.

Conditions that you specify in the UI are converted to logical expressions. If you prefer to enter the expressions directly, click the Manual Entry button on the Toolbar.

Specify the action (then-clause) Select one of the following actions from the drop-down menu:

• Show (hide) page
  • Makes the selected page visible. If you want to hide the page, invert the logic of your condition.
• Enable (disable) page
  • Makes the selected page editable. If you want to make the page read-only, invert the logic of your condition.
• Show (hide) question
  • Makes the selected question visible. If you want to hide the question, invert the logic of your condition.
• Enable (disable) question
  • Makes the selected question editable. If you want to make the question read-only, invert the logic of your condition.
• Make question required
  • Requires an answer for the selected question.
• Complete survey
  • Completes the survey.
• Set answer
  • Sets a specified answer to the selected question.
• Copy answer
  • Copies the answer from the selected question to a target question.
• Skip to question
  • Navigates the survey to the selected question.
• Run expression
  • Runs a custom expression on the selected question.
• Set "Survey Complete" page markup
  • Specifies custom HTML markup for the Survey Complete page.

Edit a Rule

Click a rule to expand it and use UI elements to edit the rule. Click Done to save your changes. How to: Filter rules Use the Question Filter to filter rules by a specific question. You can also use the Action Type Filter to view only rules for the selected action type:

Skip Logic

Skip logic is a dynamic feature that allows you to control the flow of your forms based on respondents' answers. It ensures that your respondents are always prompted to answer the most relevant questions and complete surveys more quickly, providing a personalized survey experience.

An Overview on How it Functions

Question ID
Every input field added to your Survey Builder form is automatically assigned an ID. You can change this ID in the General settings of a question by entering a new value in the Question name property. This ID is not visible to respondents and is used in various form configurations, including skip logic setup.

If you choose to enter conditional rules and expressions manually, and they involve the value of a certain trigger question, use curly brackets to reference the question ID whose value you want to access, e.g., {driving-license} = true, where driving-license is the ID of the trigger question. Otherwise, use the graphical user interface (GUI) described below to set up your conditional logic without manual entry.

Triggers
A trigger is an event or condition that is based on an expression. Once the expression evaluates to true, a trigger sets off an action. Such an action can optionally have a target question it affects. In Survey Builder Form, two types of triggers allow you to set up skip logic in a form:

• Skip to question - Takes a respondent to a target question if a specified expression evaluates to true.
• Complete survey - Triggers survey completion if a specified expression evaluates to true.

Skip Logic Directions

Skip logic can be used to send respondents both forward and backward in the survey. By applying skip logic in reverse, participants can backtrack and provide answers to earlier sections or questions they initially left unanswered without navigating through the entire survey again.

Skip Logic Destinations

Based on a respondent's answer to the current question, Survey Builder allows you to redirect them to the "Thank you" page or one of the following destinations:

• A specific question within the same section (in Survey Builder referred to as a panel).
• A specific question within the same page.
• A specific question within a different section on the same page.
• A specific question within a different section on a different page.
• The "Thank you" page.

Skip Logic Examples

Example #1
In the example below, we are using a built-in age function that calculates respondents' age at runtime based on the date they set in an input field with an ID birthday. If a respondent's age is less than 16 years, the expression will evaluate to true, and the next two questions—"Do you have a driving license?" and "How many years of driving experience do you have?"—will be skipped. Such a respondent will then be prompted to the next page question with an ID contact-information.

Example #2
In the next example, if a user replies "No" to the "Would you like to provide your emergency contact?" question, they are redirected to the question with an ID order-receipt, leaving out an entire question group with a title "Emergency contact information". The image below shows a drop-down menu with a selected target question and a GUI for building a conditional expression, which is activated by a click on the magic wand icon.

Example #3
In the following example, we are using the "Complete survey" trigger. Once a conditional expression it's based on evaluates to true (i.e. a respondent replies "No receipt" to the "Where would you like us to send the order receipt?" question), it'll initiate survey completion. Such a respondent will then be prompted to submit the survey.

How to Add Skip Logic

Skip to Question
To redirect a respondent to a specific question in a form, follow the steps below:

1. In the top right corner of the Property Grid, select Survey to switch to the survey-level settings.
2. Under Conditions, locate a subsection called Triggers and click the Plus icon to add a new trigger.
3. In the trigger drop-down menu, select Skip to question.

4. Click the Pen icon to expand the trigger settings.
5. Use one of the following ways to specify an expression that, when evaluates to true, will take a respondent to the target question (the destination you want to direct a respondent to).
   • Enter the expression in the Expression field.
   • Click the Magic wand icon to open a popup and build the expression using a GUI. Click Apply when you finish.
6. Select a target question using the drop-down menu of the Question to skip to property.

Complete Survey
To automatically complete a survey based on a user response, follow the steps below:

1. In the top right corner of the Property Grid, select Survey to switch to the survey-level settings.
2. Under Conditions, locate a subsection called Triggers and click the Plus icon to add a new trigger.
3. In the trigger drop-down menu, select Complete survey.

4. Click the Pen icon to expand the trigger settings.
5. Use one of the following ways to specify an expression that, when evaluates to true, will activate survey completion.
   • Enter the expression in the Expression field.
   • Click the Magic wand icon to open a popup and build the expression using a GUI. Click Apply when you finish.

Display Logic

Display logic, also known as conditional logic, is a feature that allows you to dynamically show or hide certain form fields or sections based on predefined conditions. Instead of displaying all questions or options at once, display logic enables the form content to adapt in real-time according to the user's input and show only relevant information. This makes the form more user-friendly and ensures that users can complete it more efficiently.

An Overview on How it Functions

Every element you add to your Survey Builder form is automatically assigned an ID. This ID is not visible to respondents and is used in various form configurations, including display logic setup. By using element IDs, you can configure display logic on any form page, section, input field, or choice option.

Question ID
You can change the question ID in the General settings of a question by entering a new value in the Question name property.

Similar properties are used to set an ID for a page or panel (a container element that allows you to group and manage several questions together): Page name and Panel name.

Choice Option ID
Choice options in single- and multi-select questions (Radio Button Group, Dropdown, Ranking, etc.) use the Value property to specify option IDs. To update the default choice option ID, select the question, and under Choice Options, enter a new ID in the left column. The right column values serve as display values that are visible to respondents.

Item ID
Certain multiple entry questions, such as Multiple Textboxes, use items instead of choice options. In order to manage the visibility of individual items or use them as trigger elements, item IDs are used. To change a default item ID, select the question, locate the Items table, and enter a new item ID in the Name column on the left.

If you want to manually enter conditional rules and expressions that define display logic, make sure to use curly brackets for referencing the question ID whose value you want to access and use as a trigger element, e.g., {nationality} = ‘United States’, where nationality is a trigger question ID. Similarly, by appending a path to the value, you can access and use as a trigger a specific question item: {contact-details.email} notempty, where contact-details is a question ID to which an item belongs and email is the ID of the item itself. Otherwise, use the graphical user interface (GUI) described below to set up your display logic without manual entry.

Types of Display Logic

Conditional Visibility
Conditional visibility determines whether an input field, choice option, section, or the entire page of your form is displayed to the user based on specified conditions. For instance, in an online shopping checkout form, additional shipping address fields might only become visible if the user selects a different shipping address from their billing address.

Conditional Read-Only Mode
Conditional read-only mode logic controls whether a survey element is editable or in read-only state based on certain conditions. For example, in a survey form asking about age, the field for "Parent Name" might only be editable if the respondent indicates they are under a certain age.

Page Display Logic
Page display logic is used to dynamically control the visibility and read-only state of form pages based on predefined conditions that include user input. To set up a display logic on a page, follow these steps:

1. Select the page for which you want to create a conditional rule.
2. Under the Conditions category, locate the Make the page visible if (if you want to conditionally hide the page) or Disable the read-only mode if property (if you want to conditionally restrict page editing).
3. Click the Magic wand icon on the right of the property you want to configure. This action opens a popup with a GUI for setting up display logic.
4. In the popup, select the trigger element ID.
5. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to.
6. Type in or select the triggering answer.
7. Click Apply.

Section Display Logic
In the Survey Builder Form, a section of a form is referred to as a panel. It functions as a container that can be populated with various input fields and other panels to easily manage all nested elements at once. To set up a display logic on a panel, follow these steps:

1. Select the panel for which you want to create a conditional rule.
2. Under the Conditions category, locate the Make the panel visible if (if you want to conditionally hide the panel) or Disable the read-only mode if property (if you want to conditionally restrict panel editing).
3. Click the Magic wand icon on the right of the property you want to configure. This action opens a popup with a GUI for setting up display logic.
4. In the popup, select a trigger element ID.
5. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to.
6. Type in or select the triggering answer.
7. Click Apply.

Question Display Logic
Question display logic allows you to dynamically manage the visibility and read-only state of form questions based on predefined conditions. To configure a display logic for a question, follow the steps below:

1. Select the question or input field for which you want to create a conditional rule.
2. Under the Conditions category, locate the Make the question visible if (if you want to conditionally hide the question) or Disable the read-only mode if property (if you want to conditionally restrict question editing).
3. Click the Magic wand icon on the right of the property you want to configure. This action opens a popup with a GUI for setting up display logic.
4. In the popup, select a trigger element ID.
5. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to.
6. Type in or select the triggering answer.
7. Click Apply.

Choice Option Display Logic
Choice option display logic is used to determine the visibility and read-only state of specific options within a multiple-choice question based on a predefined condition. To set up a display logic on a choice option, do the following:

1. Select a question to which a dependent choice option belongs to.
2. Under the Choice Options category, locate the dependent choice option and click the Pen icon to expand its individual settings.
3. Locate the Make the option visible if (if you want to conditionally hide the option) or Make the option selectable if property (if you want to conditionally disable the option).
4. Click the Magic wand icon on the right of the property you want to configure. This action opens a popup with a GUI for setting up display logic.
5. In the popup, select a trigger element ID.
6. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to.
7. Type in or select the triggering answer and click Apply.

In the example below, the trigger element ID is contact-information.phone-number, where contact-information is the ID of the Multiple Textboxes question and phone-number is the ID of its item. The condition specifies that the item should not be empty, which means a user must provide an answer to this item.

Edit and Remove Display Logic in the GUI

Survey Builder Form features a Conditions section in the Property Grid for all form elements and a dedicated Logic tab. This flexibility allows users with varying technical expertise to easily set up display logic on any form element through a GUI. The Logic tab consolidates all conditional rules created in individual Conditions sections of the Property Grid. Through the Logic tab, you can quickly access and edit existing rules in one centralized location without the need to navigate to specific form elements.

To remove a conditional rule, follow these steps:

1. Navigate to the Logic tab.
2. Locate the conditional rule you want to remove and click the Bin icon that appears as you hover over the rule.

The default settings of the form builder do not offer a confirmation message upon deletion. The deleted conditional rule cannot be restored.

To edit a conditional rule, do the following:

1. Navigate to the Logic tab.
2. Locate the conditional rule you want to edit and click the Expand icon that appears as you hover over the rule.
3. Make necessary adjustments.
4. Click Done to save changes.

If you're managing complex conditional rules, you can input them manually. To activate manual entry mode, expand a logic rule and click Manual Entry in the top right corner of the Logic tab.

Branching Logic

Branching logic, also known as branch logic or form branching, refers to the practice of designing forms that allows you to direct respondents along different conditional paths based on their responses to preceding questions. With branching logic in place, your form can automatically skip irrelevant questions, reveal or hide certain sections, or even prompt a respondent to the survey completion page. This dynamic approach enables forms to adapt to individual inputs and ensures that respondents are presented with only the most relevant content, thereby increasing completion rates and data accuracy. For example, consider a customer satisfaction survey for a software product. If a respondent indicates that they are satisfied with the product's performance, branching logic might direct them to a follow-up question asking for additional feedback. However, if the respondent expresses dissatisfaction, the logic might skip the follow-up question and instead prompt them to indicate specific areas of improvement.

Types of Branching Logic

Skip Logic
Skip logic is a form of branching that allows respondents to skip certain questions or sections based on their responses to previous questions. For instance, if a respondent indicates they do not own a car, skip logic might bypass questions related to car ownership and proceed to the next relevant section.

Show/Hide Logic
Show/hide logic, also known as display logic, involves revealing or concealing specific questions or sections based on predefined conditions. For example, if a respondent selects “Yes” to a question about owning a pet, show/hide logic might display additional questions related to pet ownership while hiding them if the respondent selects “No”.

Complete Survey Logic
In more complex scenarios, branching logic can direct respondents to the “Thank You” page based on how they responded to a trigger question. For example, if a respondent answers “Yes” to a question about experiencing a particular issue, they might be directed to a follow-up section with more detailed questions about that issue. On the other hand, if they answer “No”, they might be directed to the survey completion page because all further questions are not relevant to them due to the absence of any encountered issue.

How to Set Up Branching Logic

Skip to Question
To guide a respondent to a specific question further down the line based on their response to a current question, you can implement an expression-based event called "trigger". When the expression evaluates to true, the trigger initiates an action. One such trigger type is "Skip to question". It takes a respondent to a target question. To set up branching logic that redirects a respondent to a specific form question, follow these steps:

1. In the top right corner of the Property Grid, select Survey to switch to the survey-level settings.
2. Under Conditions, locate a subsection called Triggers and click the Plus icon to add a new trigger.
3. In the trigger drop-down menu, select Skip to question.

4. Click the Pen icon to expand the trigger settings.
5. Use one of the following ways to specify an expression that, when evaluates to true, will take a respondent to the target question (the destination you want to direct a respondent to).
   • Enter the expression in the Expression field.
   • Click the Magic wand icon to open a popup and build the expression using a GUI. Click Apply when you finish.
6. Select a target question using the drop-down menu of the Question to skip to property.

Show/Hide Questions
The simplest way to incorporate branching logic in a form is by displaying certain questions to some of your respondents while hiding them from others based on their answers. This approach is particularly convenient when you need to target specific form elements. With Survey Builder, you can set up display logic on individual questions, sections (in Survey Builder referred to as "panels"), or the entire page. To create a conditional rule that determines the visibility of a question, panel, or page, do the following:

1. Select the dependent element you want to dynamically hide.
2. Expand its Conditions category in the Property Grid and locate the Make the question/panel/page visible if property.
3. Click the Magic wand icon on the right of the property. This action opens a popup with a GUI for setting up display logic.
4. In the popup, select the trigger element ID (its Question name property value).
5. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to.
6. Type in or select the triggering answer.
7. Click Apply.

Complete Survey
To automatically complete a survey based on a user response, perform the following steps:

1. In the top right corner of the Property Grid, select Survey to switch to the survey-level settings.
2. Under Conditions, locate a subsection called Triggers and click the Plus icon to add a new trigger.
3. In the trigger drop-down menu, select Complete survey.

4. Click the Pen icon to expand the trigger settings.

5. Use one of the following ways to specify an expression that, when evaluates to true, will activate survey completion.
   • Enter the expression in the Expression field.
   • Click the Magic wand icon to open a popup and build the expression using a GUI. Click Apply when you finish.

Managing Data Transfer

How to Carry Forward Responses

Carry Forward is a survey technique that takes selected responses from one question and copies them to a subsequent question. This method ensures that follow-up questions are directly relevant to the respondent’s previous answers. You can use the feature for follow-up questions that require only the items selected from a previous question or, conversely, only the items that were not selected.

Supported Question Types

Any multi-select question type from the list below can be used as both a source and a target question:

• Checkboxes
• Dropdown
• Tag Box
• Image Picker
• Radio Group
• Ranking

Types of Choices to Carry Forward

The Which choice options to copy property allows you to select what choices of a source question you want to use in the follow-up question:

• All - Copies all choice options from the selected source question.
• Selected - Dynamically copies only selected choice options.
• Unselected - Dynamically copies only unselected choice options.

The None and Other choice options are passed by default if enabled in the source question.

Limitations
When choosing the source and target question types for Carry Forward, take into account the following factors:

• Radio Button Group and Dropdown questions do not support multiple selections; they can pass only one selected choice. For this reason, it's recommended to use them as source questions only if unselected or all choices are required for the follow-up question.

• An Image Picker question passes selected, unselected, or all image/video files if the follow-up question is also an Image Picker type. Otherwise, it passes image/video captions. You can change the selection type—single or multiple—by using the Allow multiple selection checkbox.

  

• A Ranking question can be used as a source of all choices only, unless the Allow selective ranking property checkbox is selected.

  

• Checkboxes and Multi-Select Dropdown (Tag Box) can pass one or multiple selected choices, depending on the value set for the Maximum choices to select property.

  

Examples
Carry Forward Selected Responses from a Tag Box to a Dropdown

1. Add a Multi-Select Dropdown question to the design surface.

2. Assign it a Question name (ID) and a user-friendly Question title.

   

3. Under Choice Options, populate the Tag Box with choices.

4. Add a Dropdown question to the design surface.

5. Under Choice Options, locate the Copy choices from the following question setting and select a source question ID (Question name value) from the drop-down list of available questions.

6. Locate the Which choice options to copy setting and click Selected.

   

7. Switch to the Preview tab to test the configuration.

   

Carry Forward Selected Responses from Checkboxes to a Radio Button Group

1. Add a Checkboxes question to the design surface.

2. Assign it a Question name (ID) and a user-friendly Question title.

   

3. Under Choice Options, populate the Checkboxes question with choices.

4. To restrict the number of items a respondent can select, under Choice Options, locate the Minimum choices to select and Maximum choices to select settings and enter the required values.

   

5. Add a Radio Button Group question to the design surface.

6. Under Choice Options, locate the Copy choices from the following question setting and select a source question ID (Question name value) from the drop-down list of available questions.

7. Locate the Which choice options to copy setting and click Selected.

   

8. Switch to the Preview tab to test the configuration.

Carry Forward Selected Responses from Checkboxes to a Radio Button Group

1. Add a Radio Button Group question to the design surface.

2. Assign it a Question name (ID) and a user-friendly Question title.

3. Under Choice Options, populate the Radio Button Group with choices.

4. Add another Radio Button Group question to the design surface.

5. Under Choice Options, locate the Copy choices from the following question setting and select a source question ID (Question name value) from the drop-down list of available questions.

6. Locate the Which choice options to copy setting and click Unselected.

   

7. Switch to the Preview tab to test the configuration.

   

Carry Forward Selected Responses from a Tag Box to a Ranking Question

1. Add a Multi-Select Dropdown question to the design surface.

2. Assign it a Question name (ID) and a user-friendly Question title.

3. Under Choice Options, populate the Tag Box with choices.

4. Optionally, specify the Choice Options > Maximum choices to select setting to limit the number of choices a respondent can select.

   

5. Add a Ranking question to the design surface.

6. Under General, select the Allow selective ranking checkbox.

7. Under Choice Options, locate the Copy choices from the following question setting and select a source question ID (Question name value) from the drop-down list of available questions.

8. Locate the Which choice options to copy setting and click Selected.

   

9. Set a required value in the Maximum choices to select input field.

   

10. Switch to the Preview tab to test the configuration.

How to Pipe Selected Choices to a Dynamic Matrix

About Text Piping

Text piping is a feature used in forms and surveys to dynamically insert (or "pipe") specific information entered or selected by a user into subsequent questions, text fields, or the "Thank You" page. This allows you to create personalized and context-sensitive content and improve overall user experience by making the form or survey feel more tailored to the individual's responses.

This guide shows how to pipe selected choice options of a multi-select question to rows of a Dynamic Matrix.

Supported Source Question Types

You can use Checkboxes or Multi-Select Dropdown (Tag Box) as a question that provides choice options to the rows of a Dynamic Matrix. In the instructions below, we will be using a Checkboxes question. The same steps apply to a Multi-Select Dropdown as well.

Configurations
In order to pipe selected choices to a Dynamic Matrix, follow these steps:

1. Add a Checkboxes question to the design surface.

2. Under General, assign a Question name and a user-friendly Question title to it.

3. Under Choice Options, populate the question with Choices.

4. Under Data, locate the Join identifier property and assign any unique value to it.

5. Locate the Store values in the following property field and enter another unique value into it.

   

6. Add a Dynamic Matrix to the design surface.

7. Under Conditions, locate the Make the question visible if property to make the matrix visible only when at least one checkbox of the source question is selected.

8. Click the Magic wand icon on the right of the property. This action opens a popup with a GUI for setting up display logic.

9. In the popup, select the source question ID (its "Question name" property value you assigned in step 2).

10. Select the Not Empty condition from the drop-down menu and click Apply.

11. Under Data, locate the Join identifier property and set it to the same value you have used for this property of the Checkboxes question in step 4.

12. Select the column of the matrix to which you want to pipe selected choices. This action will display the settings of the column.

13. Under General, locate the Column name field and enter the value you used for the Store values in the following property field of the Checkboxes question in step 5.

14. Set the Cell input type to Expression (read-only).

15. Configure the remaining columns of the matrix.

How to sync data within a form using a Join Identifier

At its core, the join identifier is a custom ID that can be assigned to several questions within a survey or form. This identifier acts as a key or data point to identify related questions, link them together, and synchronize a common value within a single object or merge related entries into an array of objects.

For instance, you can use this functionality to enable respondents to list places of education as a part of an application process. Once a new place is added to the list, this entry can be used as a header of a panel that contains further details of the place, such as address and dates of attendance as shown in the image below. The panel and details-related questions within it form a panel template. Each new entry initiates the creation of a new duplicate of this panel template titled as the referenced entry.

How it Functions

The join identifier is configured using the valueName property for each question you want to link. Unlike the name property, which needs to be unique for every question in a form, the valueName property is shared across all the questions and panels you are linking. This ensures that data from these linked questions can be treated as part of the same group. The valueName can be specified in a designated field within the Property Grid of the Survey Builder UI, as shown in the following image.

This setup allows multiple questions to share the same identifier, making it easier to track and analyze responses from related questions across the survey.

Quota Management

This feature is used when your survey requires a fixed number of responses. Once the target number of respondents is reached, the survey will automatically close to prevent additional participation. To display a customized message when this quota is met, use the Quota Management feature.

To enable this, navigate to the toolbar menu at the top left of your screen, select 'Survey Branding', and choose 'Quota Management' from the dropdown.

Within the Quota Management module, you'll find a text box where you can write your custom message. This message will be shown to users attempting to access the survey after the quota has been fulfilled. Click 'Save' once you've finalized your message.

Survey Closed message

This feature allows you to communicate with users who try to access a survey that has been manually closed. Once the survey is no longer accepting responses, users will receive a notification.

To configure this, navigate to the 'Survey Branding' menu in the top left toolbar, then choose 'Survey Closed' from the dropdown list.

In the 'Survey Closed' module, you can write and format a custom message that explains the survey is no longer available. Click 'Save' to apply your message.