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With Conditional Logic, you can make your flow smarter by letting it react dynamically to your users’ answers. Set up individual paths based on their responses, and personalize each flow experience. If a question is irrelevant to a user, they can skip it. For others, you can delve into more depth by showing them additional screens tailored specifically to them.
A smart and personalized flow demonstrates your genuine commitment to providing the best possible user experience for your respondents, resulting in higher conversion rates and more pre-qualified leads for your business.
🔎 Conditional logic is available for Picture Choice and Multiple Choice blocks.
💡 If you are using Conditional Logic to redirect your visitors to a Thank you page, make sure to check out the article on System Label & Variables to learn how to personalize your Thank you page with your visitor’s answers!
How to add conditional logic to your heyflow
How do you set up your logic? An example: Let's survey people about their favorite food. We start with the first question, Are you a pizza or a burger person? People who select pizza will only be displayed pizza related questions after the first question, while burger people will only see burger specific questions going forward.
❗Please note: Navigation via conditional logic can only be applied to one block per screen. It also only works with answers that were given on the same screen – it is currently not possible to use answers from previous screens for navigation.
1. First, let’s drag the Picture Choice (or Multiple Choice) building block on the screen.
2. We will only provide visitors with two answer options, so let’s delete the two last options.
3. Now let’s name each option and add an icon to it.
4. As the next step, let’s select the Picture Choice building block and make sure that Conditional Logic is selected in Navigation at the menu on the left. This will enable us to select a subsequent screen for each answer.
💡 If set up in a Multiple Choice block, the 'Selection' setting for the block needs to be 'Single' (as opposed to 'Multiple'). If 'Multiple' is chosen, then only the first option from the top is taken into account in the Conditional Logic path. We also recommend selecting the Navigate-on-option setting to avoid adding a Button to move on to the next screen.
5. To ensure relevancy throughout the flow, let’s connect each answer with a relevant screen. This can be done by selecting the screen name from the drop-down menu.
💡 Labelling your screens in a meaningful way is very helpful for this step.
6. It's really that easy! Now, no pizza lover will have to answer questions about burgers anymore.
Possible Use Cases
That was just an example, but of course you can do much more than categorize visitors into pizza or burger lovers. Conditional logic offers you a great number of possibilities; for example, Conditional logic is often used to pre-qualify leads or applicants.
🔎 Are you looking for more complex logic or lead scoring? Take a look at our article on calculations and formulas to learn how to use conditional logic to pre-qualify your leads.
Conditional Logic and Response Handlers
Once you have implemented your conditional logic and navigation into your flow, you may be wondering how this will affect your CRM tool (like HubSpot or Salesforce) or the response handler of choice and how to ensure that all your data is transferred. To ensure that all your entries are taken into account, you need to map all possible paths and input fields correctly.
Once you have linked your fields to the same CRM field, you may receive a notification warning of data loss. But don't worry, this won't affect you in this case as your user will be navigated through your data flow on a specific path.
Troubleshooting
My conditional logic doesn't work
When Conditional Logic doesn't behave as expected, it's often related to conflicting navigation settings on the same screen. For example, if you’re using a Navigation button (e.g. a Continue button) on a screen where Conditional Logic is also applied to a Picture Choice or Multiple Choice block, make sure the Navigation setting of the button is also set to Conditional logic.
❗ Please note: The Navigation setting of the button will override the Conditional Logic of the choice block. If the button is set to Next screen, your visitors will be taken to the next screen regardless of the logic paths defined in the choice block.
To avoid this, select the button block in the builder, go to its Navigation setting, and change it to Conditional logic to ensure the flow behaves as intended.
