Use skip logic to customize the screener experience for participants. Skip logic helps you create branched paths so participants see questions dependent on previous responses. Take advantage of skip logic if you're recruiting for multiple personas or user groups, or want to "Finish" the screener for participants who, based on their responses, aren't a good fit.
How do I add skip logic to a screener survey?
1. When building your screener from the Recruitment tab of the Research Design section. Click the blue "Add skip logic" text at the bottom of a page.
2. The skip logic module will pop up. Complete the fields to add skip logic. Please note that you cannot apply skip logic to questions on the same page!
3. Click "Done" to save skip logic. You'll notice the blue "Add skip logic" text will change to "Edit skip logic" if there is any skip logic on that page. Each question with skip logic will also have a grey "Applied skip logic" message so you can easily see where skip logic is.
What types of logic can I use?
Skip logic can be as simple or complex as you want! Check out our best practices tips for getting the most out of skip logic.
You can trigger logic statements based on "Pick Any" and "Pick One" question types. You'll see different logic options based on the question type.
Pick Any questions
To apply skip logic to pick any questions:
- Choose the question you'd like to apply logic to.
- Pick the answer option.
- Select "is chosen" or "is not chosen"
- Pick where the logic should lead, either a specific page or "Finish".
Pick One questions
To apply skip logic to pick one questions:
- Choose the question you'd like to apply logic to.
- Pick "is" or "is not".
- Select an answer.
- Pick where the logic should lead, either a specific page or "Finish".
Where can logic skip to?
For both "Pick Any" and "Pick One" question types, you must select where you want participants to be directed depending on how they answer a question where skip logic is applied.
Skip to a page
This option sends applicants who meet your skip logic conditions to that page, skipping over any pages in between. Skipping over pages can be handy if your skip logic has multiple branches for different answer selections.
Skip to finish
This option sends applicants who meet your skip logic conditions to the end of your survey. Participants will not see additional pages. Please keep in mind skip logic is recognized on the page level, so participants will answer all questions on a page before logic is applied. Finish logic is most commonly used to stop the screening process for participants you know do not qualify. Rejecting answer options will not prevent participants from continuing in your screener.
Sending participants to finish will not automatically disqualify them. If a participant has not selected a "Reject" screener response and is sent to finish, they can still come in as Qualified if they meet all other criteria.
How do "AND" and "OR" logic work?
"AND" logic
An "and" statement is one in which multiple statements must all be true in order to trigger the skip logic statement.
"OR" logic
When combining two pieces of logic, "OR" signifies that only one condition must be met for the skip to occur.
How do I add multiple logic statements for a page?
You can trigger multiple logic statements from the same page. Simply select "+ Add new logic statement" to add additional logic. While you can add as many logic statements as you want, we recommend adding more pages and having single skip logic statements for a page vs. creating pages with lots of questions and therefore lots of skip logic statements. Skip logic can get complicated, so when in doubt, add more pages!
How can I preview skip logic?
From the builder
You can preview all intended skip logic paths right from the project builder!
1. When the screener drawer is open, select "Save and preview screener" at the bottom of the page. Please note that because we save your screener prior to showing the preview (we don't want you to lose your work, after all!), it may take a moment for the screener preview to pop up.
2. The screener preview will open in a new tab. Notice the blue banner at the top—you're viewing the preview version of your screener.
3. Click through a screener path to test the logic. When you reach the end of the screener according to that skip logic, you'll see this page.
4. To test additional screener paths, click "Go back to start". If you're all set, go back to your draft and continue building your project. If you need to edit any skip logic, you can return to the screener draft in the Recruitment tab of the project.
From a launched project
1. After the project has launched, you can continue to preview and edit your screener. Click "Edit" under Screener Survey in the Recruitment tab of the Project Design section of the project to open the drawer. Then click "Preview Screener" in the upper right corner . Please note that because we save your screener prior to showing the preview (we don't want you to lose your work, after all!), it may take a moment for the screener preview to pop up.
2. The screener preview will open in a new tab. Notice the blue banner at the top—you're viewing the preview version of your screener.
3. Click through a screener path to test the logic. When you reach the end of the screener according to that skip logic, you'll see the "You've reached the end of the screener survey preview" page.
4. To test additional screener paths, click "Go back to start". If you need to edit any skip logic, go back to Screener drawer and select "Edit" at the top right to make changes.
Q&A
I update skip logic on my draft, but I'm not seeing those changes applied in the preview. Why?
Make sure you've clicked "Preview screener" AFTER you've made changes. Changes will only be applied in the screener once that button has been selected.
I'm getting a server error message on the screener preview. What happened?
If the skip logic is broken, you'll see this message. Go back to the screener, fix the error, click "Preview screener", and try again.
Can I apply skip logic to short and long answer question types?
No. Since skip logic is based on answering a question in a specific way, skip logic can only be applied to "Pick Any" and "Pick One" questions since they have predetermined answers.
The screener preview is not opening. What's going on?
The screener preview may take moment. to open, as we're saving your screener before opening the preview. If it has been more than 5 seconds and the screener preview has not opened in a new tab, check your pop-up blocker! Likely the pop-up blocker has prevented the preview.
Why are participants coming in as Qualified without completing the screener?
Skip logic determines how participants navigate the screener, but does not determine qualification. If you've applied skip logic to send participants to finish without also setting the response(s) to "Reject" participants can come in as Qualified without having completed the full screener. Please be sure to update unwanted responses to reject in addition to adding skip logic if you'd like those participants to end the screening process and show as Unqualified!
