Conditional logic in surveys

Table of contents

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

Conditional logic in surveys

Conditional logic helps you build smarter, more dynamic surveys in Futuria CRM. It lets you show or hide slides, display messages, redirect users, disqualify responses or jump between slides, all based on how a user answers.

This guide explains how to use conditional logic in surveys, what is new in the latest release and which fields are supported.

⚠️ IMPORTANT

Conditional logic is available only for recently created or cloned surveys.

What conditional logic in surveys is

Conditional logic automates actions inside your survey based on user input. You can define conditions such as:

• If the answer is "No", show a custom message.
• If the score is below 5, disqualify the contact.
• If the date falls within a certain range, redirect to another page.
• Make users jump to a specific slide instead of showing every slide.

This makes your surveys more interactive, more relevant and more efficient.

What is new in the latest release

• Simplified 3-step builder: Select Field → Select Condition → Provide Value
• "Between" operator: For number, score, monetary and date fields
• Jump To logic: Create jumps from one slide to another within surveys
• Support for more fields: Checkboxes, multiple drop-downs, Terms and Conditions, file upload, signatures
• New elements to show/hide: Text, HTML, Image, T&C elements
• Rule list filter: Filter rules by field or by slide
• Loop protection: Prevents infinite loops (Slide A → Slide B → Slide A)
• Localised and accessible: Keyboard navigation and translated labels

Available actions

When you open Conditional Logic, you will see the available action types:

Rules run from top to bottom.
Later matches overwrite earlier ones, where applicable.

How to set up conditional logic in surveys

You can add and manage rules directly inside the survey builder.

1. Open conditional logic

• In the survey builder, click Conditional Logic in the top bar.
• Or open it from the Conditional Logic link in the right-hand sidebar.

  

2. Add a new condition

• Click Add New Condition.
• Choose an action (Show/Hide, Message, Redirect, Disqualify or Jump To).
• The 3-step logic builder will open.

  

3. Build the rule

Follow the guided flow:

1. Select Field – Choose the survey field or slide the rule is based on.
2. Select Condition – Choose the operator (e.g. is equal to, is empty).
3. Provide Value – Enter the value (text, number, date, option).

You can add several conditions to the same rule using the AND or OR connectors.

• AND = all conditions must be true.
• OR = any one of the conditions can be true.

Switching from AND to OR updates every condition in the block.

Some operators do not require values (e.g. is empty, is ticked).

4. Choose the action outcome

Depending on your selection:

• Redirect to URL: Enter a valid link (e.g. https://example.com)
• Show Message: Add the text of your custom message
• Show/Hide Fields: Select the fields to display or hide
• Disqualify Contact: Automatically stops the submission
• Jump To (surveys only): Select the destination slide or question

5. Save the rule

• The Save button becomes active only once you have completed all the required fields.
• The system checks for missing values and prevents looping logic.
• Rules run from top to bottom in the list.

Supported fields

Conditional logic supports a wide range of survey fields.

Survey fields

• Single line
• Multiple line
• Number
• Monetary
• Score
• Date picker
• Drop-down (single)
• Drop-down (multiple)
• Radio selection
• Checkbox
• Terms and Conditions (T&C1 / T&C2)
• File upload
• Signature

Static elements

• Text
• HTML
• Image

Note: Calendar fields are not supported in conditional logic.

Supported operators by field type

Survey-specific features

"Jump To" logic

• IF condition: Field or Slide
• THEN action: Jump to a slide or a question
• When it triggers: On clicking Next
• Conflict handling: If several "Jump To" rules match, the first one runs
• Protection: Prevents loops (Slide A ↔ Slide B)

Rule filter

In surveys, you can filter the rules for easier editing:

• By Field: Shows the rules linked to a specific field
• By Slide: Shows the rules that affect or target a selected slide

Behaviour and evaluation

• Rules run in order from top to bottom.
• Redirect / Message / Disqualify: Only the first matching rule runs.
• Show/Hide: Later rules overwrite earlier ones.
• Jump To: Evaluated when the slide changes (Next button).
• Text matching is not case sensitive and ignores extra spaces.
• Date logic uses the account's time zone.

Tips

• Use Between for number or date ranges (inclusive).
• Try the quick date presets such as Today or This Week.
• The "Other" option for radio fields appears only if custom input is enabled.
• Always preview your survey to check the logic and the jump flow.

FAQ