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Add Logic to Your Survey

Learning Objectives

After completing this unit, you’ll be able to:

  • Add a page branching logic to your survey.
  • Add a question display logic to a survey page.

Personalize Your Participants’ Experience

Erin wants to provide a personalized experience to her participants by showing only the most relevant pages and questions. Here’s her wishlist.

  • On the Solar Panel Installation page, she only wants to show the second question (Tell us what didn’t go well with the installation.) to participants who have rated the installation experience 3 stars or less.
  • She wants to show the Low Score Details page only to participants who have scored the solar panels 2 or less. Others should directly skip to the Rank and Recommend page.
  • She wants to let the participants who have rated the solar panel installation as 5, scored the solar panels as 5, and provided a score of 10 for the NPS question to directly submit the survey and move to the Thank You page.

Salesforce Surveys is not just easy to use, but is smart as well! Erin has a quick chat with Maria and learns that she can use question display logic and page branching logic to meet her requirements.

Add Question Display Logic

Erin can use question display logic to decide if a question is displayed on a page based on the responses to previous questions on the same page.

  1. Open the Solar Panel Installation page.
  2. Click Display Logic above the Tell us what didn’t go well with the installation question.
  3. Define the following condition:
    • Select Condition: All the conditions are met
    • Select Question: Rate your experience with solar panel installation.
    • Select Operator: is less than or equal to
    • Response: 3
  4. Click Save Logic.
  5. Click Save.
Question display logic modal in which the display logic for a question is defined

One logic down, two more to go!

Add Page Branching Logic

Erin can also use page branching logic to decide which page participants views next based on the participants’ previous responses. Erin needs to add page branching logic to two pages. First one on the Solar Panel Score page, that decides if the participants view the Low Score Details page. Another one on the Rank and Recommend page that decides if the participants view the Other Improvement Areas page.

  1. Click Page branching logic icon on the Solar Panel Score page.
  2. Depending on how you define it, a page branching logic can either allow participants to move to a specific page every time, or move to a specific page based on conditions. Select Based on conditions.
  3. Define the following condition:
    • Select Page: Rank and Recommend
    • Select Condition: All the conditions are met
    • Select Question: Score our solar panels.
    • Select Operator: is greater than or equal to
    • Response: 3
    Page branching logic modal in which the branching logic for a page is defined
  4. Click Create Rule to save your condition.
  5. Click Save Logic.
  6. Click Page branching logic icon on the Rank and Recommend page.
  7. For Go to a Page, select Based on conditions.
  8. For Select Page, select Thank You Page.
  9. For Select Conditions, select All the conditions are met.
  10. Define the first condition:
    • Select Question: Rate your experience with the solar panel installation.
    • Select Operator: equals
    • Response: 5
  11. Click Add Condition.
  12. Define the second condition:
    • Select Question: Score our solar panels.
    • Select Operator: equals
    • Response: 5
  13. Click Add Condition.
  14. Define the third condition:
    • Select Question: Would you recommend our solar panels to your friends and family?
    • Select Operator: equals
    • Response: 10
  15. Click Create Rule to save all your conditions.

    Page branching logic modal in which a branching logic for a page is already saved.

  16. Click Save Logic.
  17. Click Save.

See the Magic at Work

Erin saves the survey and previews it. It’s now time for her to test the logic she added behind the scenes. She rates the solar panel installation as 1. The display logic is triggered and the next question on the page appears. On the Score Solar Panel page, she scores the panel 2. As expected, the branching logic on this page takes her directly to the Low Score Details page.

To test the second branching logic, she has to provide high scores and positive feedback, she hopes most participants will too! She goes back and provides a 5 out of 5 rating for the installation, and automatically skips the Low Score Details page. Next, she scores the solar panel 5, and skips to the Rank and Recommend page. Finally, when she provides a 10 in the NPS question, the survey is directly submitted, and she moves to the Thank You page.

Erin is very happy with how the survey has turned out, she doesn't want to make any other changes. She activates the survey.