User Guide

Navigation (Branching Surveys)

In survey creation, it’s often helpful to be able to skip questions or go to different questions based on the participant’s previous answers. For instance, in a survey about smoking, you may wish to skip most of the questions if the participant says they have never smoked.

Understanding Navigation Rules

You can select from 3 options of where to go when the step is completed:

  • Go to the next step
  • Go to a specific step
  • Go to steps depending on previous answers

“Go to the next step” is the default for all steps and will send the participant to the next step in the sequence. “Go to a specific step” lets you choose a specific step to send the participant to.

“Go to steps depending on previous answers” lets you set up complex conditional logic to send them to steps depending on their answer to the current (or previous) questions. The rest of this document is about this functionality.

Adding Navigation Rules

To create a branching survey in the survey editor, go to the navigation tab for the step you would like to branch off of.

When you’ve selected “Go to steps depending on previous answers” you will be presented with a button that allows you to add a navigation rule. Clicking the button displays the “Edit Navigation Rule” dialog:

You can then set up a condition. For instance, if the step “E_SMOKE” has the answer “NO”, you can choose a step for the participant to go to if the condition is true—for instance, “INSTRUCTION_THANKYOU.”

This will send the user to the “INSTRUCTION_THANKYOU” step if the user has answered “NO” to the “E_SMOKE” question.

You can set up as many navigation rules as you want on a single step. The navigation rules will be evaluated in order until one evaluates to true. If none of the navigation rules evaluate to true, the user will be sent to the next step.

Compound Conditions

You are not restricted to a single conditional when editing a navigation rule. By clicking the “AND”, “OR” and “NOT” buttons you can combine or negate the various conditions.