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 setting up scenarios such as event registration or exhibitor applications. When building these custom forms out, you might come across a situation where you have a lot of questions to ask but still want it to flow nicely for the end attendee. This is where we would recommend using the conditional questions feature. Please read below to learn more:

When to Use Conditional Questions

Conditional questions are used when you are gathering additional information depending on the recipients 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. 

  • Question A: Are you attending our breakfast on Thursday?
    • Answer A: Yes
    • Answer B
  • Question B: If so yes - what is your t-shirt size?

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 > Add Question. By the end of Step 1 - you should have all conditional and non-conditional questions in the custom form.
  2. Save changes and refresh your page. Afterwards, click into the question you would like to assign a conditional question too. There will be dropdown field entitled "Conditional Questions". Select all of the conditional questions you would like to be displayed after the appropriate selection. Please ensure you save your changes!
  3. Finally, it's time to test the conditional questions out.. Navigate to the respective form or application the custom form is associated to and attempt to complete a test. 
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