Conditional Logic in Surveys

Create dynamic, personalized surveys in HighLevel with the new Conditional Logic Feature. This guide covers the what, why, and how of setting up conditional logic in HighLevel surveys, combining official documentation with hands-on tutorials.

IMPORTANT - This Feature is available only for newly created or cloned surveys. Conditional logic will not get transferred when we create a snapshot of the account.

TABLE OF CONTENTS

• What Is Conditional Logic in Surveys?
• Why Conditional Logic Matters
• How to Access Conditional Logic in Surveys
• Available Conditional Logic Options
• Best Practices
• Frequently Asked Questions
• Related Articles

What Is Conditional Logic in Surveys?

Conditional Logic in Survey Builder allows you to set up rules that change the survey flow or content based on how users respond. By defining specific actions triggered by certain answers, you can personalize the survey journey, streamline data collection, and ensure only relevant questions are shown to each respondent. This feature is available for newly created or cloned surveys in HighLevel.

Example Scenario:  Imagine you ask, “What’s your budget range?” If a user selects “Enterprise,” you might want to:

• Show an extra set of enterprise-specific questions.
  
  

• Skip over small-business slides entirely.
  
  

• Redirect qualified leads to a booking page.

Why Conditional Logic Matters

Implementing conditional logic in your surveys helps you:

• Personalize the experience: Ask only relevant questions and keep respondents engaged.
  
  

• Improve data quality: Filter out or disqualify responses that don’t meet your criteria.
  
  

• Shorten surveys: Jump respondents past irrelevant sections to reduce abandonment.
  
  

• Drive actions: Redirect high-value leads to booking pages or custom thank-you screens.

How to Access Conditional Logic in Surveys

Get started by opening your survey in the builder. This section walks you through exactly where to find and enable conditional logic so you can begin creating dynamic, personalized survey flows.

Step 1: Open Your Survey Builder

1. Navigate to Sites → Surveys in your dashboard.
   
   

2. Create a new survey or edit an existing one.
   
   

3. Add at least one survey element (radio buttons, dropdown, etc.) to serve as a trigger.

Step 2: Open the Conditions Panel

1. In the survey builder toolbar, click the middle icon (conditional logic button). The Conditions panel will slide in from the right.
   
   

2. (Alternatively, click the “Conditional Logic” link in the right sidebar.)

Available Conditional Logic Options

HighLevel surveys offer five powerful conditional logic types—Show/Hide Fields, Jump To, Display Custom Message, Redirect to URL, and Disqualify Lead, that let you tailor every respondent’s journey. Here are the five available conditional logic options:

1. Show/Hide Fields
2. Jump To
3. Display Custom Message
4. Redirect to URL
5. Disqualify Lead

Whether you want to progressively reveal follow-up questions, branch users down different paths, surface context-aware messages, route qualified leads to custom pages, or automatically filter out unqualified prospects, there’s a rule type designed for the job.

Best Practices

• Plan your logic flow before building and diagramming complex paths.
  
  

• Use clear, descriptive field names so rules are easy to manage.
  
  

• Keep rules simple where possible; nest “And/Or” sparingly.
  
  

• Test in Preview mode after each rule is added.
  
  

• Use progressive disclosure: reveal only what’s necessary to reduce survey length.

Frequently Asked Questions

Related Articles

• How to Build a Survey in HighLevel
  
  
• Survey Builder: Field Types and Customization
  
  
• Using Logic in Forms vs. Surveys
  
  
• Managing Survey Responses and Analytics
  
  
• Cloning and Editing Surveys in HighLevel
  
  
• Best Practices for Lead Qualification in Surveys