You may wonder what conditional logic is, and if that’s the case, this guide will definitely come in handy for increasing the quality of your forms.
Conditional logic, most commonly known as rules, is a feature that allows you to do a specific action based on certain behavior of the form visitor. What does that mean? Well, the most common scenario is to show or hide certain parts of the form when the user selects certain options. So, why are rules important, and how can they be effectively used by your business?
Forms are a very important part of any website and, even though they might not always come straightforward, you will find them present on every site out there. Regardless if you are selling a physical product or providing a service, you’re going to need your salespeople to set your prospects on a specific path, in order to convert them to clients. A smart sales funnel will always be as personal as possible. To be able to do that, you can use rules in order to send your prospects through the most relevant path for them, based on the information you can collect. This will not only increase your conversion rates, but also your customers’ satisfaction. Then, how do you can collect information based on your clients’ choices to provide an offer that fits them best?
Let’s imagine a simple scenario, where you are the owner of a restaurant and you are taking online orders. In addition to pizza, you also offer pasta and salads. So let’s give your customers the possibility of choosing one of the above. Start by adding a standard multiple-choice field to your form, and add all the options to it:
Now, to provide specific options in each case, we need to add 3 other multiple-choice fields (one for each of our categories). We will set up a rule that will show these fields when their respective category is selected. So we go to our SETTINGS tab, and from the Rules section we make the rule as follows:
As people usually prefer adding extra ingredients to their pizza, you can give them that option as well by adding a ‘Text Box’ field, and naming it “Extra Condiments”. After you added the field to your form and made sure it’s placed where you want it, go back to Rules, and set up a rule like this:
The reason we structured our rule with OR instead of AND, is because we want the Extra field to show up when any of the pizza types is selected (not only all of them at the same time).
Voilà! Your form is ready to go, and it will only show your customers different pizza options when they specifically want to order pizzas! You can apply this logic in many other ways and use rules to show your customers different colors of an item selected, further questions about a certain topic in a survey, and many other things to make the form more custom and interactive. Check the following section to learn about some more uses of rules.
Different Types of Rules
But let’s go a little bit beyond. In the Rules section you will see 3 different tabs: Field Rules, Autoresponder Rules and Form Rules. Use Field Rules when you want to show or a hide a specific field, depending on what a user selected or wrote on the form, as we explained before. Use Form Rules when you want to send your users to specific pages, based on their selections on the form (redirect to a certain page, that matches their interests, for example)
Finally, use Autoresponder Rules, if you want to send a different email to your users depending on their form input (for instance, sending a different email depending on their final score on a quiz, or a custom marketing offer according to their selection on a survey!).
In the end, using different kinds of rules will allow you to be more professional, having personalized offers content based on users’ interest, making a better user interaction with your form, as well as having more clear reports to take better decisions!
Three Golden Rules of using Conditional Logic
That’s it about rules, but having these 3 tips in mind will make your rules journey much simpler!
1. The same field cannot be shown/hidden by more than one rule (that is to say, appear after “THEN” in more than one rule). If that happens, then that field is shown only if the conditions of the last rule affecting it are met.
2. The field that comes after “show” is shown only if the condition in the rule is present/met, otherwise it will stay hidden automatically (without being necessary to create another rule to tell the form when to hide it).
3. It is more recommended to set rules that tell the form when to show a field rather than when to hide a field (because it’s easier to set and it will not lead to conflicts about different rules affecting the same field – see number 1).
That’s it! Was it helpful? What do you plan to use your rules for? Comment below!