Category
Forms & Surveys
Date Published or Modified

Feb 05,2022

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Creating Basic Surveys or a Surveys with Conditional Logic

Two type of form,

1. regular Survey form

2. Conditional Logic

Here is a video example → https://www.loom.com/share/57e684e3ceff44029690e747a03227e1

Takeaways:

Options > Make sure 'One field at a time' under 'Survey fields settings' is turned Off

Use Custom Fields for conditional logic questions

These are the Custom Field Types that use conditional logic:

  • Checkbox
  • Single Option
  • Radio

Do not use the 'Allow Add Custom Options' feature with the Radio custom field type. You cannot redirect if the lead chooses to add a custom option

Custom fields with conditional logic must be the only field on a slide for the redirect to work. Do not combine conditional logic custom fields with ANY other fields (including basic Text field)

Use 'Disqualify immediately' if you are planning to disqualify a lead based on an answer. Disqualify after submit will still force the lead to go through the entire survey which you do not want in conditional logic surveys