Page logic - Customize the survey experience for different participants

Page Logic enables you to present certain questions exclusively to participants who meet specific criteria, be it through their metadata, e.g. people who have an Internet subscription, or their answers to preceding questions. This ensures a more personalized and insightful feedback collection process.

IN THIS ARTICLE

1. What is page logic and why use it?
2. Where to find page logic?
3. Configure page logic
1. Nice to know
2. Page logic based on metadata (metadata logic)
3. Page logic based on previous answer (question logic)
4. Test your logic

1. What is page logic and why use it?

With page logic, you can make sure certain page are only shown to a certain group of people. There are two types of page logic:

• Page logic based on metadata: This allows you to determine which people can view the page based on the values of one or more metadata keys.

  For example: Show the page only if the "has_internet" metadata key is set to true.

  Page logic based on previous answers: This allows you to determine which page individuals will navigate to after providing specific answers.

  For example:

  • Question: Do you want to be contacted regarding your feedback?
    • Yes
    • No
  • People who answer "yes" go to the next page with open question: "Please leave your e-mail address and or / phone number so we can contact you."
  • For people who answer "no", the survey ends.

Page logic enables you to personalize the survey experience for your participants and to collect extra information regarding certain topics or answers.

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2. Where to find page logic?

Page logic is available for all touchpoints with at least two pages. You can configure page logic in the Questions & text block of the touchpoint settings.

Step 1: Go to touchpoint settings

• Option 1: from the homepage, click the touchpoint settings symbol

  

• Option 2:

  • Click on touchpoints in the left navigation menu

    

  • Select the touchpoint of your choice

Step 2: Edit Questions and text

Step 3: Click on page logic next to the page name for which you want to add logic. A pop-up will open where you can set up the rules.

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3. Configure page logic

3a. Nice to know

• Page logic is configured per page, so it's only possible to add page logic if the survey has more than one page.
• As discussed above, there are two types of page logic: based on metadata and based on previous answers. However, not all logic options are available for all survey pages:

  • For Page 0, which is the first page of your survey and always contains at least a focus question (NPS, CES or CSAT), only page logic based on previous answers is available. This page is mandatory for all participants, which makes page logic based on metadata unavailable.

    

  • For the last page of the survey, only metadata-based page logic is available, as there are no further pages to redirect participants to after their answers.

    

• The fundamental rule to remember when configuring page logic is that every participant sees every page unless specific rules dictate otherwise.

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3b. Page logic based on metadata (metadata logic)

When certain questions are only relevant to specific individuals, you can opt to display a page exclusively to those individuals who have certain values assigned to one or more metadata keys. This feature is known as metadata logic.

STEP 1: Select a metadata key from the dropdown menu. You can choose an existing metadata key from your environment or add a new one directly from the dropdown.

STEP 2: Specify the value for the metadata key and indicate whether this value must match exactly or be different from the specified value to access the page.

In case a participant does not have a value on the chosen metadata key:

• If the specified value must match exactly, the page will not appear.
• If the specified value can differ, the page will appear.

STEP 3: Add additional rules as needed. Define additional values for the same metadata key or for another one. Determine how these rules relate to each other.

• AND: All conditions must be met for the participant to access the page. This is useful when defining rules for different metadata keys, as each participant can only have one value per metadata key.

  Example: age = 18 AND gender = female: the page is only visible to female participants who are 18 years old.

• OR: At least one condition must be met for the participant to access the page.

  Example: age = 18 OR gender = female: the page is visible to all participants who are 18 years old, regardless of gender, and to all female participants, regardless of age.

If you no longer need a specific rule, simply click the trash can icon to delete it. You can also delete all metadata logic at once by clicking DELETE METADATA LOGIC at the top.

STEP 4: Save the rules. The selected rules will be displayed directly below the page name in the survey overview.

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3c. Page logic based on previous answers (question logic)

When you want to ask certain follow-up questions to people that gave a certain (combination of) answer(s) or if you want to skip certain questions for people with a certain (combination of) answers, you can use question logic.

STEP 1: Select the question for which you want to add logic from the question dropdown. If there is only one question on your page, the question text is shown by default. The input fields will vary depending on the question you choose.

STEP 2: Configure the condition of the rule. This will vary depending on the type of question:

Metric (NPS, CSAT and CES) and score (0-10 and 1-5) questions

Choose the score for which a rule applies:

• Equal to: when the answer exactly matches the defined score, the rule is applied.
• Not equal to: when the answer is anything except the defined score, the rule is applied.
• Smaller than: when the answer is less than the defined score, the rule is applied.
• Larger than: when the answer is greater than the defined score, the rule is applied.

The minimum and maximum in the score drop-down are adapted according to the score range of the selected question.

Single choice and yes/no questions

Choose whether the answer option of the participant needs to be equal to or not equal to the option you define for the rule to apply.

Multiple choice questions

For a multiple choice question, you can make define combinations of answer options or choose specific options that must be selected for the rule to apply. You can also make a combination of different values which will lead the participant to a certain page or the end of the survey.

Keep in mind that "equals to" requires an EXACT match.

Example: Multiple choice question on Page 1: If answer = "Option 1" then go to page "3"

• A participant selects "Option 1": there is an exact match with the condition, so participant goes to page 3.
• A participant selects both "Option 1" and "Option 2": there is no exact match with the condition, so participant goes to the next page of the survey which is page 2.

STEP 2: Define the page to which the participant is directed when the condition is met. 

• You can only choose pages that come after the current page, as backward navigation is not allowed.
• When selecting 'End', the submit button will become available to the participant as soon as their answer meets the specified criteria.

STEP 3: Add additional rules by clicking + ADD RULE. To remove a rule, click the trash can icon. To delete all question logic, click DELETE QUESTION LOGIC.

If you added a certain rule that is not necessary anymore, simply delete the trash can icon to delete this rule. It is also possible to delete all question logic in once by clicking DELETE QUESTION LOGIC on top.

STEP 4: Save the rules. The chosen rules will be displayed under the question to which they apply.

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4. Test your logic

After configuring the rules, it's crucial to ensure that the survey flows as intended. To facilitate testing of metadata logic, we've included a section above the preview where you can define metadata keys and values so you can test the survey as if you were a participant with these values. You can add as many metadata keys and values as necessary to thoroughly test your survey.

Don't forget to click 'Start Survey' after defining the metadata. This enables you to test the survey as a participant with the specified metadata values. Fill out the survey in the preview panel and verify that:

• The metadata logic is correctly applied .

  

• The question logic behaves as expected

  

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