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Surveys

How to create a survey with questions that change based on answers

Go to Sites › Surveys, create the survey, organize questions into slides and open Conditional Logic. Under Add New Condition, choose the action (show/hide, message, redirect, disqualify or jump to), set the field, state and value, then save and preview.

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Before you start

  • You need access to Sites in your account.
  • Plan the path first: which questions you'll ask, which answers qualify someone, and what happens to people who don't.
  • The conditional logic described here is available in newly created or cloned surveys.
Where to find it

Sites › Surveys › (open the survey) › Conditional Logic

Step by step

Create the survey and questions

  1. In the left menu, open Sites and click Surveys.
  2. Create a new survey (from scratch or a template) and give it a name.
  3. Organize the questions into slides (each slide is one screen). Drag questions and fields onto each one.
  4. Also create the destination slides you'll need, for example "Qualified – book a visit" and "Not qualified".
  5. Click Save.

Create a rule

  1. Click Conditional Logic in the builder toolbar (or in the right panel).
  2. Click Add New Condition.
  3. Choose the action:
    • Show/Hide Fields: show or hide questions, fields or slides.
    • Display Message: show a custom message.
    • Redirect to URL: send the person to another page after submitting.
    • Disqualify Lead: mark the person as not qualified.
    • Jump To: take the person straight to another slide.
  4. Choose the field (the question that triggers the rule).
  5. Choose the state (for example Is Equal To, Contains, Greater Than, Between, Is Empty).
  6. Enter or select the value that must match.
  7. To combine several conditions, use AND (all must be true) or OR (any one is enough). A single rule can use one or the other, not both.
  8. Set up the action: the fields to show, the message, the URL or the destination slide.
  9. Save the rule.

Test and publish

  1. Click Preview and go through the survey along every possible path (qualified, not qualified…).
  2. Fix any rules that don't behave as expected.
  3. Save and share the survey by link, or embed it on your website.

Tips

  • Rules are evaluated top to bottom. If several show/hide rules apply to the same field, the last one wins.
  • Use Jump To to shorten the survey: people who don't need a section skip it.
  • Responses are in Sites › Surveys › Submissions.

Common problems

  • I don't see Jump To or the Between operator → The survey was created before this version of conditional logic. Clone the survey and build the rules on the copy.
  • The rule doesn't work → Check you picked the right field and the value matches the answer option exactly. Test it in preview.
  • A field shows up when it should be hidden → Another show/hide rule further down is overriding the first one. Review the rule order.
  • The survey loops between slides → Circular paths are blocked. Review your Jump To rules so none send people back to an earlier slide with no way out.

Frequently asked questions

What's the difference between a form and a survey?

A form shows all fields on one screen. A survey splits questions across several slides and can change the path based on answers.

Does whoever answers the survey become a contact?

Yes. Anyone who submits a survey becomes a contact in Elooo System.

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