Creating a survey with routing

Here's how to use routing to tailor the questions to the answers the respondent has given, and make the survey more applicable to them.

Updated over a week ago

Routing lets you send respondents down different 'routes' of questioning, depending on the answer they gave to the previous question. 

To launch a survey that uses routing, login to Attest and start creating your survey from scratch. 

You can route respondents from their answers to single or multiple choice questions. In list view, select Route answers in the bottom right hand corner of your question card to open the Routing panel. Next to each answer you will be an Answer Route field. Here, you will select the question or text card to send that answer to from a drop down list.

In Map View, simply click the routing arrow icon next to the answer you would like to redirect. You will then select the destination card (question or text) itself. You'll see these cards joined by lines, indicating the route.

Note: in the list view the card you’re sending your routed answer to needs to exist for you to select it, so draft the destination card before you turn routing on. In the map view you can select the routing icon and then click a blank card space to add a destination card.

List view - Choose a question to route to within 'change routes'

Map view - Connect answers to questions with lines using the route icon next to the answer

To delete a route just hover over the Routing arrow icon and it’ll turn red and display a bin icon, click this and the route will be deleted. 

In the map view, you can create a new row for each separate route you want your respondents to go down, linked by the blue lines displaying the route each answer will follow. 

If you want to ask follow up questions about the answers selected in a multiple choice question, you can just use the Forward answers toggle to provide a refined list of answer options in follow-up multiple-choice, single-choice or grid questions based on the answer options previously selected. This saves you routing if you just want to offer the selected answer options again in a second question or as the subjects in a grid question.

If you want to bring your respondents from different routes back together at any point, you can route any card to one destination by clicking the routing icon at the top right of the card and selecting a destination card (from the drop down if you're in list view, or by selecting the destination card itself in map view). Every respondent who sees that card will then be sent to the destination card, whatever their response. 

We're always on-hand to give you a more thorough demo of routing, or help with any questions - just get in touch via the in-platform live chat and our team will be happy to help.

Bear in mind that using routing or display logic can affect how many overall responses you get. Find out more about routing and responses.

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