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How to set your survey logic for best results
How to set your survey logic for best results

Learn how to correctly use logic — an important feature that allows you to display, skip, disqualify, or redirect respondents.

L
Written by Laura Mallon
Updated over a week ago

Logic is an important survey feature that allows you to display, skip, disqualify, or redirect respondents based on a set of conditions. It’s important to think about why you’re setting logic and who it’s for.

Logic should be tied to the specific question you want your condition to apply to rather than the survey as a whole.

Here are some basic terms to understand:


Display logic

If you want to show a question to a particular set of respondents, use display logic. Logic should be tied to the specific question you want your condition to apply to rather than the survey as a whole.

For example: let’s say you’ve asked people whether or not they’d return to a store after a visit. If someone says no, you want to know why — so you’d apply display logic to this specific question. Here’s how:

  1. Navigate to Toolbar > Basic options > Logic > Display.

  2. Click “Add.”

  3. Select your subject type (on this occasion, it would be “Question”).

  4. Select your subject (Q5 here: Would you return to <store> based on your previous visit?).

  5. Instruct to display if a particular answer option is selected.

  6. Choose your value/s (No in this example).

  7. Save.

In another scenario, I'm surveying both my customers from a list and non-customers from the Yabble marketplace. I know if my customers have made a purchase from my brand in the last 3 months, so I don’t need to ask them again — but I’m interested to know if those from the marketplace have purchased from my brand recently. I’ll display a question that shows only to the marketplace group.

  1. Make sure your audience sample cards are set up and appropriately named.

  2. Navigate to Toolbar > Basic options > Logic > Display.

  3. Click “Add.”

  4. Select your subject type and subject (“Sample” and “Is selected/Includes”).

  5. Choose your value (“Marketplace sample”).

  6. Save.

Why should I use display logic over skip logic?

Display logic is generally the most appropriate type of logic to use. It doesn’t interrupt the default flow of the survey, as you’re only displaying questions if X condition is met.

Skip logic is better used when you need to send respondents to a future place in the survey.


Skip logic

Skip logic works in the reverse of display logic. It’s often used to filter someone to a future question in the survey. This can be based on answers to a previous question, a sample source, or variables.

Logic should be tied to the specific question you want your condition to apply to rather than the survey as a whole.

For example: I might want a respondent to skip a set of questions if they haven’t seen any of my recent advertising.

  1. Navigate to Toolbar > Basic options > Logic > Skip.

  2. Click “Add.”

  3. Select your subject type (on this occasion, it would be “Question”).

  4. Select your subject (Q5 here: Do you recall seeing or hearing any advertising for X brand?)

  5. Instruct to display if a particular answer option is selected.

  6. Choose your value/s (No in this example).

  7. Save.


Disqualify logic

It’s common practice to disqualify respondents who don’t meet certain criteria for your survey audience. Whenever possible, disqualification should happen at the beginning of a survey.

Unlike display and skip logic, disqualify logic should be applied to the particular question where the disqualifying criteria is determined.

For example: if your survey is about alcohol, you should disqualify those aged under the legal drinking limit for your country.

  1. Navigate to Toolbar > Basic options > Logic > Disq.

  2. Click “Add,” then select “Is selected/includes.”

  3. Input the relevant answer option.

You’ll notice under your conditions that there’s a place to “Enter redirect link.” If you’re using an external panel source for your survey, you can enter redirects here.

If you’re using another audience type, like Marketplace or your own sample, you can enter a custom thank you message.

Click the “Redirect’ button to change to a thank-you page message.

Another example that shows when to use the “Is not selected/doesn’t include” option: say we’re looking for people who’ve visited a particular supermarket in the last 4 weeks. Respondents can select multiple answer options. If they haven’t visited Supermarket X in the last 4 weeks, we’ll disqualify them.

  1. Navigate to Toolbar > Basic options > Logic > Disq.

  2. Click “Add,” then select “Is not selected/doesn’t include.”

  3. Input the relevant answer option.

  4. Click “Redirect” to change to a thank-you page message.


Redirect logic

Our final piece of logic allows you to redirect respondents to another page at any point during the survey.

For example: we’re asking respondents if they’re interested in signing up to be part of an online customer community. If they say yes, we’ll redirect them to that sign-up page on completion of the survey.

  1. Navigate to Toolbar > Basic options > Logic > Redirect.

  2. Click “Add,” then select “Is selected/includes.”

  3. Input the relevant answer option.

  4. Enter the URL they should be redirected to.

  5. Select “Only redirect at the end of the survey” if that’s what you’d like; otherwise, they’ll be redirected immediately.


Tips for building advanced logic

You may sometimes need to build in logic that takes into account multiple pieces of information (e.g. more than 1 question, or your sample source as well as a question from within the survey).

Scenario 1:

You’re surveying from a customer list and the marketplace. You need to ask a question about the experience of respondents who meet the following conditions:

  • Have visited Supermarket X in the last 4 weeks; OR

  • They’ve purchased from Category 2 in the last 4 weeks; AND

  • They’re from your customer list.

  1. Add display logic to my follow-up question.

  2. Subject type > question.

  3. Subject > Q10 > Supermarket X.

  4. Add a new line: The operator on the new line should be OR.

  5. Subject type > question.

  6. Subject > Q11 > Category 2.

  7. Add a new line: The operator should be AND.

  8. Subject type > sample > customer list.


Which types of questions can I use logic on?

Display and skip logic can be applied following this question type.


Disqualify and redirect can be applied to the question type.

For example: I can disqualify someone based on their answer to a single-choice question, but I can’t display a question based on what someone writes in a text question.

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