Conditional Logic in Surveys (v2)

Conditional Logic v2 helps you create smarter, more dynamic surveys in HighLevel.
It lets you show or hide slides, display messages, redirect users, disqualify responses, or jump between slides — all based on how someone answers.

This guide explains how to use Conditional Logic in surveys, what’s new in v2, and which fields are supported.

⚠️ IMPORTANT

Conditional Logic v2 is available only for newly created or cloned surveys.
Logic rules do not transfer when an account snapshot is created.

TABLE OF CONTENTS

• What Is Conditional Logic in Surveys
• What’s New in v2
• Available Actions
• How to Set Up Conditional Logic in Surveys
• Supported Fields
• Supported Operators by Field Type
• Survey-Specific Features
• Behavior & Evaluation
• Tips
• FAQs
• Related Articles

What Is Conditional Logic in Surveys

Conditional Logic automates actions inside your survey based on user input.
You can define conditions like:

• If the answer is “No,” show a custom message.

• If the score is below 5, disqualify the lead.

• If the date is within a range, redirect to another page.

• Jump users to a specific slide instead of showing all slides.

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

What’s New in v2

• Simplified 3-Step Builder: Select Field → Select State → Provide Value

• “Between” Operator: For number, score, monetary, and date fields

• Jump To Branching: Create slide-to-slide jumps inside surveys

• Expanded Field Support: Checkboxes, multi-dropdowns, TnC1/TnC2, file uploads, signatures

• New Show/Hide Targets: Text, HTML, Image, TnC elements

• Rule List Filtering: Filter rules by field or slide

• Cycle Protection: Prevents loops (Slide A → Slide B → Slide A)

• Localized & Accessible: Keyboard navigation and translated labels

Available Actions

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

Rules are executed top-to-bottom.
Later matches override earlier ones when 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 right-sidebar Conditional Logic link.

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 opens.

3. Build the Rule

Follow the guided flow:

1. Select Field – Choose the survey field or slide to base the rule on.

2. Select State – Pick the operator (e.g., is equal to, is empty).

3. Provide Value – Enter the value (text, number, date, option).

You can add multiple conditions in the same rule using AND or OR connectors.

• AND = all conditions must be true.

• OR = any condition can be true.

Switching between AND and OR updates all conditions in the block.

Some operators don’t require values (e.g., is empty, is checked).

4. Choose the Action Result

Depending on your selection:

• Redirect to URL: Enter a valid link (e.g., https://example.com)

• Display Message: Add your custom message text

• Show/Hide Fields: Select fields to display or hide

• Disqualify Lead: Automatically stop submission

• Jump To (Surveys only): Select the target slide or question

5. Save the Rule

• The Save button activates only after all required inputs are filled.

• The system checks for missing values and prevents looping logic.

• Rules run top-down in the list.

Supported Fields

Conditional Logic v2 supports a wide range of survey fields.

Survey Fields

• Single Line

• Multi Line

• Number

• Monetary

• Score

• Date Picker

• Dropdown (Single)

• Dropdown (Multi)

• Radio Select

• Checkbox

• Terms & Conditions (TnC1 / TnC2)

• 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 Basis: Field or Slide

• THEN Action: Jump to a slide or question

• When It Runs: On click of Next

• Conflict Handling: If multiple Jump To rules match, the first runs

• Protection: Prevents loops (Slide A ↔ Slide B)

Rule Filtering

In surveys, filter rules for easier editing:

• By Field: Shows rules linked to a specific field

• By Slide: Shows rules that affect or target a selected slide

Behavior & Evaluation

• Rules run top-down in order.

• Redirect / Message / Disqualify: Only the first matching rule executes.

• Show/Hide: Later rules override earlier ones.

• Jump To: Evaluated on slide transition (Next button).

• Text matching is case-insensitive and ignores extra spaces.

• Date logic uses the account timezone.

Tips

• Use Between for numeric or date ranges (inclusive).

• Try quick date presets like Today or This Week.

• “Radio Other” appears only if custom input is enabled.

• Always preview your survey to verify logic and Jump To flow.

FAQs

1. Can I mix AND and OR in the same rule?
No. Each rule must use only one type of connector.

2. Can I have multiple rules in the same survey?
Yes. Each rule runs independently.

3. What happens if more than one condition matches?
For Redirect, Message, or Disqualify actions, the first match wins.
For Show/Hide, later rules override earlier ones.

4. Can I create loops in Jump To logic?
No. The builder blocks loops and displays a warning if detected.

5. Why can’t I select fields in the IF dropdown?
Check that each survey field has a unique Query Key, then refresh the panel.

Related Articles

• Math Calculations in Forms/Surveys
• Survey Create Contact on Partial Completion
• Workflow Trigger - Survey Submitted