This article will show you how to build smarter, more dynamic surveys using the new Conditional Logic feature in HighLevel’s Survey Builder! You’ll learn how to personalize the survey experience, route users dynamically, and improve the quality of collected leads.

TABLE OF CONTENTS

• What is Conditional Logic?
• Key Benefits of Conditional Logic
• How To Configure Conditional Logic
• Conditional Logic Action Types
• Redirect to URL
• Display Custom Message
• Show/Hide Fields
• Disqualify Lead
• Jump To Slide (NEW!)
• Frequently Asked Questions

What is Conditional Logic?

Conditional Logic allows you to create adaptive survey experiences that respond in real time to how each participant answers your questions. You can guide users, display targeted messages, skip slides, or disqualify leads based on their responses — all without manual intervention.

By using Conditional Logic, you can deliver personalized survey paths, improve lead qualification, and reduce irrelevant data collection.

Key Benefits of Conditional Logic

Adding Conditional Logic helps you create surveys that are smarter, more personalized, and more effective at capturing the right data from the right audience.

• Personalize the survey experience for every respondent.

• Improve lead qualification by automatically disqualifying unfit leads.

• Reduce irrelevant data and improve reporting accuracy.

• Dynamically hide or show form fields based on user input.

• Seamlessly guide users through the most relevant survey path.

• Increase survey completion rates through more engaging experiences.

How To Configure Conditional Logic

Learn how to set up and use Conditional Logic in your surveys. You’ll discover how to add conditions, configure actions, and test your logic before publishing.

1. Go to Sites → Surveys and open or clone an existing survey.

   Note: Conditional Logic is only available in newly created or cloned surveys.

2. Open the survey in the builder.

3. Click the Conditions tab in the left panel.

4. Click + Add Condition.

5. Choose an Action Type:

   • Redirect to URL

   • Display Custom Message

   • Show/Hide Fields

   • Disqualify Lead

   • Jump To Slide

6. Define your logic using field selection, logical operators (AND/OR), and values.

7. Drag to reorder conditions — top-down order determines priority.

8. Click Save and Preview your survey.

9. Once ready, Publish the survey.

Conditional Logic Action Types

Conditional Logic offers five flexible action types that let you customize how the survey behaves based on responses. You can use one or combine multiple to create advanced flows.

Redirect to URL

Automatically send respondents to a different URL when they select certain answers. Perfect for routing leads to landing pages, product pages, or third-party forms.

Display Custom Message

Show a custom message when a specific answer is selected. You can use this to provide confirmations, guidance, next steps, or error notices.

Show/Hide Fields

Control field visibility dynamically to make your surveys cleaner and more personalized. Hide irrelevant questions or display additional questions based on earlier answers.

Disqualify Lead

Instantly disqualify respondents based on pre-defined criteria and display a disqualification message. This prevents low-quality or unqualified leads from proceeding.

Jump To Slide (NEW!)

Skip respondents to a specific slide or section of your survey based on their input. This creates more relevant and efficient survey experiences.

Supported Field Types: Jump To logic currently works with radio buttons and single dropdown fields.

Frequently Asked Questions

Q: Which field types support Jump To logic?

Jump To is supported for radio buttons and single dropdown fields.

Q: Can I add multiple conditions to one survey?

Yes — you can add as many conditions as needed. Conditions are executed from top to bottom, with the first valid rule being applied.

Q: What happens if two conditions overlap?

Only the first valid condition is executed. You can reorder conditions in the Conditions UI to control the priority.

Q: Is this feature available in existing surveys?

No — Conditional Logic is only available in newly created or cloned surveys.

Q: Can I combine different action types?

Yes — you can mix and match action types such as Redirect, Show/Hide, Disqualify, and Jump To within a single survey.

Q: How do I preview the logic?

Use the Preview button in the builder to test how your logic behaves before publishing the survey.

Next Steps

• Experiment with Conditional Logic on your next survey to create more personalized flows.

• Explore advanced combinations of Redirect, Disqualify, and Jump To to optimize your lead funnel.

• Connect your surveys to CRM pipelines and automations to trigger follow-ups based on survey outcomes.

• Review form analytics to measure the impact of Conditional Logic on survey completion rates.

• Consider exploring advanced survey features like advanced form/survey actions and survey reporting.