Conditional Logic V2 in Forms and Surveys!

Modified on: Wed, 8 Oct, 2025 at 5:19 AM

Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify leads, or jump to different slides — all based on how someone answers.

This guide explains how to use Conditional Logic, what’s new in version 2, and which fields are supported.

What Is Conditional Logic

Conditional Logic automates actions inside a form or survey based on user input.
You can define conditions like:

If the answer is “No,” show a message.
If the score is below 5, disqualify the lead.
If the date is within a range, redirect to another page.
In surveys, jump to a specific slide instead of showing all questions.

This creates a more personal and efficient experience for respondents.

TABLE OF CONTENTS

What is Conditional Logic in Forms
Key Benefits of Conditional Logic in Forms
How to Set Up Conditional Logic in Forms
Frequently Asked Questions

What’s New in v2

Simplified 3-Step Builder: Select Field → Select State → Provide Value
“Between” Operator: For numeric, date, score, and monetary fields
Survey Branching (Jump To): Create slide-to-slide jumps
Expanded Field Support: Checkboxes, multi-dropdowns, TnC1, TnC2, file uploads, and signatures
New Show/Hide Targets: Payment, text, HTML, image, and TnC elements
Rule List Filtering (Surveys): Filter rules by field or slide
Cycle Protection: Prevents loops (Slide A → Slide B → Slide A)
Localized & Accessible: Translated UI with keyboard navigation

Available Actions

When you open Conditional Logic, you’ll see four action types you can create:

Action	Description
Redirect to URL	Send users to a specific webpage after submission
Display Custom Message	Show a personalized message based on answers
Disqualify Lead	Automatically reject unqualified form submissions
Show/Hide Fields	Dynamically control which fields appear or hide

All conditions are executed in top-down order.
Later matching rules override earlier ones when applicable.

How to Set Up Conditional Logic

You can add and manage rules directly inside the Form or Survey Builder.

1. Open Conditional Logic

In the builder, click Conditional Logic in the top bar.
For surveys, you can also open it from a slide’s sidebar alert.

2. Add a New Condition

Click Add New Condition.
Choose an action (Redirect, Message, Disqualify, or Show/Hide).
The logic builder opens for that action.

3. Build the Rule

Follow the guided 3-step flow:

Select Field – Choose the form field or slide to base the rule on.
Select Field State – Pick the condition (e.g., is equal to, is empty).
Provide a Value – Enter the matching value (text, number, or date).

You can add additional conditions using AND or OR connectors.

Some operators don’t require values, like “is empty” or “is checked.”

4. Choose the Action Result

Depending on the action type:

Redirect: Add a valid URL (e.g., https://example.com)
Display Message: Enter your message text
Show/Hide Fields: Pick which fields appear or hide
Disqualify Lead: The form stops submission when matched
Jump To (Surveys only): Choose the target slide or question

5. Save

The Save button activates only after all required inputs are valid.
The system checks for missing values and prevents loops automatically.
Rules run top-down, and later matches override earlier ones.

Supported Fields

Conditional Logic v2 supports more field types than before.

Personal Info

First Name
Last Name
Email
Phone

Form Fields

Single Line
Multi Line
Number
Monetary
Score
Date Picker
Dropdown (Single)
Dropdown (Multi)
Radio Select
Checkbox
Terms & Conditions (TnC1 / TnC2)
File Upload
Signature

Content & Payment Elements

Text
HTML
Image
Payment

Note: Calendar fields are not yet supported.

Supported Operators by Field Type

Field Type	Operators
Text (single/multi line)	equal to, not equal to, contains, does not contain, starts with, ends with, is empty, is filled
Phone / Email	equal to, not equal to, contains, starts with, ends with, is empty, is filled
Number / Score / Monetary	equal to, not equal to, greater than, less than, between, is empty, is filled
Date	equal to, before, after, between, is empty, is filled
Dropdown (single)	is equal to, is not equal to, is empty, is filled
Multi Dropdown / Checkbox	is equal to {Option}, is not equal to {Option}, is empty, is filled
TnC1 / TnC2	is checked, is not checked
File Upload / Signature	is empty, is filled

Survey-Specific Features

Jump To Logic

IF Basis: Field or Slide
THEN Action: Jump to a slide or question
Evaluation: Happens when the user clicks “Next”
Conflict Handling: If multiple Jump To rules match, the first one runs
Protection: Prevents self-loops and slide-to-slide cycles automatically

Rule Filtering

In surveys, you can filter rules by:

Field: Show all rules related to a field
Slide: Show all rules that affect or belong to that slide

Behavior & Evaluation

Rules execute top-down in order.
For Redirect, Message, Disqualify, only the first matching rule runs.
For Show/Hide, later matches override earlier ones.
For multi-selects, “is equal to {Option}” checks if the option is selected.
Text logic ignores case and extra spaces.
Dates use the account’s timezone.

Tips

Use Between for number or date ranges (inclusive).
Try date presets like Today or This Week.
The “Radio Other” option appears only if enabled for that field.
Always preview the form or survey to verify rule behavior.

FAQs

1. Can I mix AND and OR in the same rule?
No. Each rule must use one type of connector — either AND or OR.

2. Can I have multiple rules in the same form?
Yes. Each rule works independently.

3. What happens if more than one condition matches?
For submission actions, the first match wins. For Show/Hide, later rules override earlier ones.

4. Can I create loops in Jump To logic?
No. The builder prevents loops and shows an error message if detected.