How to Create Conditional Questions

In PheedLoop you might be familiar with our custom forms feature found within the advanced section of the dashboard. This feature is commonly used when asking a follow up question based on the respondent's answer. To avoid disrupting the flow of your form, conditional questions will only appear when the prerequisite answer is selected on the question.

When to Use Conditional Questions

Conditional questions are used when you are gathering additional information depending on the recipient's answer to a main question. You can create as many conditional questions as you please, and each one can be tied to a main question. This will help you narrow down the information you are collecting, while also making the custom form more visually appealing.

With conditional questions, question B can appear if Answer A is selected from Question A. 

• Question A: Are you attending our breakfast on Thursday?
  • Answer A: Yes
  • Answer B: No
• Question B: If so yes - what is your t-shirt size?
  • Answer A: Small
  • Answer B: Medium
  • Answer C: Large

How to Create Conditional Questions

1. To use the condition questions feature you must first create your conditional question exactly how you’d create your ‘main question.’ You can do this by navigating to Advanced > Custom Forms. Select or create your form and select Add Question to create your questions. Once you are done adding all of your questions, select Save Changes to save your progress By the end of Step 1 - you should have all conditional and non-conditional questions in the custom form.

2. Save your changes and refresh your page. Afterwards, click into the question you would like to assign a conditional question too. There will be a dropdown field entitled Conditional Questions. Select all of the conditional questions you would like to be displayed after the appropriate selection. Once all conditional questions are assigned, select Save Changes to save your progress.

3. As the final step, we recommending testing the conditional questions to ensure it behaves as intended.