Guide to conditional logic for forms and surveys

Table of contents

1. What conditional logic is
2. What's new in v2
3. Available actions
4. Conditional logic in calendar booking forms
5. How to set up conditional logic
6. 1. Open conditional logic
7. 2. Add a new condition
8. 3. Build the rule
9. 4. Choose the action outcome
10. 5. Save
11. Supported fields
12. Supported operators by field type
13. Survey-specific features
14. "Jump to" logic
15. Rule filter
16. Behaviour and evaluation
17. Tips
18. FAQ

What conditional logic is

Conditional logic helps you build 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 the answers given.

This guide explains how to use conditional logic, what's new in version 2 and which fields are supported.

With conditional logic you can automate actions inside a form or a survey based on user input. You can define conditions such as:

• If the answer is "No", show a message.
• If the score is lower than 5, disqualify the lead.
• If the date falls within a range, redirect to another page.
• In surveys, jump to a specific slide instead of showing every question.

This creates a more personal and efficient experience for respondents.

What's new in v2

• Simplified 3-step builder: Select field → Select state → Provide value
• "Between" operator: For number, date, score and monetary fields
• Survey branching (Jump to): Create jumps from one slide to another
• Support for more fields: Checkboxes, multiple dropdowns, Terms and Conditions 1 and 2, file upload and signatures
• New elements to show/hide: Payment, text, HTML, image and Terms and Conditions elements
• Rule list filter (Surveys): Filter rules by field or slide
• Loop protection: Prevents infinite cycles (e.g. Slide A → Slide B → Slide A)
• Localised and accessible: Translated user interface with keyboard navigation

Available actions

When you open Conditional Logic, you will see four types of action you can create:

All conditions are executed from top to bottom.
Later rules that match override earlier ones, where applicable.

Conditional logic in calendar booking forms

Conditional logic in forms also applies when a custom form is used inside a supported calendar booking flow. This gives you greater control over qualification and over the final confirmation experience.

In calendar bookings:

• Show/Hide logic updates fields dynamically as the user answers the questions.
• Lead disqualification logic is checked before the appointment is booked.
• If a lead is disqualified, the system does not create the appointment.
• If a lead is disqualified, the system does not take the payment.
• Redirects and custom messages can be used as part of the booking outcome.

If the calendar confirmation page is set to Use custom form rules, the system shows the form's redirect or custom message after submission. If the form includes neither, the booking uses the default confirmation page instead.

Note: the calendar support described here applies to supported booking flows that use custom forms. Services (v2) and rentals are not yet covered in this article.

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.

2. Add a new condition

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

3. Build the rule

Follow the guided 3-step flow:

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

You can add further conditions using the AND or OR connectors.

Some operators do not require values, such as "is empty" or "is ticked".

4. Choose the action outcome

Depending on the type of action:

• Redirect: Add a valid URL (e.g. https://example.com)

• Show Message: Enter the text of your message

• Show/Hide Fields: Choose which fields appear or are hidden

• Disqualify Lead: The form stops the submission when the condition is met
• Jump to (surveys only): Choose the destination slide or question

5. Save

• The Save button becomes active only once all required inputs are valid.
• The system checks for missing values and automatically prevents loops.
• Rules are executed from top to bottom and later matches override earlier ones.

Supported fields

Conditional logic v2 supports more field types than before.

Personal information

• First name
• Last name
• Email
• Phone

Form fields

• Single line
• Multiple line
• Number
• Monetary
• Score
• Date picker
• Dropdown (single)
• Dropdown (multiple)
• Radio select
• Checkbox
• Terms and Conditions (TnC1 / TnC2)
• File upload
• Signature

Content and payment elements

• Text
• HTML
• Image
• Payment

Note: calendar fields are not supported yet.

Supported operators by field type

Survey-specific features

"Jump to" logic

• IF basis: Field or Slide
• THEN action: Jump to a slide or a question
• Evaluation: Happens when the user clicks "Next"
• Conflict handling: If multiple "Jump to" rules match, the first one is executed
• Protection: Automatically prevents self-loops and cycles between slides

Rule filter

In surveys, you can filter rules by:

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

Behaviour and evaluation

• Rules are executed in order from top to bottom.
• For Redirect, Message, Disqualify, only the first matching rule is executed.
• For Show/Hide, later matches override earlier ones.
• For multiple selections, "is equal to {Option}" checks whether the option is selected.
• Text logic ignores upper/lower case and extra spaces.
• Dates use the account time zone.

Tips

• Use Between for ranges of numbers or dates (inclusive).
• Try date presets such as Today or This week.
• The "Other" option for radio buttons only appears if it is enabled for that field.
• Always preview the form or survey to check how the rules behave.

FAQ