Whether you’re setting Display Logic on a question, Branch Logic in the Survey Flow, or even conditions for Email Triggers, understanding how to implement logic is the key to creating conditional actions.
Logic is used with the following features in the Research Suite:
Logic is based on conditions. A condition is built using a series of drop-down menus, like this:
This question will display if a respondent selects Male from the question What is your gender?
When the condition is met, an action will take place. This action can be anything from incrementing a Quota (for Quota logic) to displaying a question (for Display Logic).
Sometimes the logic you would like to create will require multiple conditions. These conditions can be connected with And conjunctions or with Or conjunctions. And conjunctions connect statements, while Or conjunctions separate them.
All females can view this question, while males can only view it if the male Quota has not been met.
With Logic Sets, you can take this one step further and define multiple groupings of logic statements.
In this example, not only do participants have to match one of the two conditions specified in the first Logic Set (male and the Quota has not been met, or female), but they must also be the primary decision maker.
Click the + button to the right of an existing condition.
Select whether your new statement should be an And statement, an Or statement, or part of a new Logic Set.
Now that you have learned the basics of how logic works in Qualtrics, we can dive into the specific types of logic available. Continue reading to learn how to base your logic off of different items such as survey questions and Embedded Data.
To set logic based on a question, do the following:
A question with this logic will only display to those who indicate they use Qualtrics.
Embedded Data fields connect additional information to each response, such as an ID number or a supervisor name.
To set logic based on Embedded Data, do the following:
A question with this logic will only show to those whose Embedded Data field Age is equal to 27.
If you’re planning to distribute your survey using a Panel, Panel information such as name and email address can be used in logic conditions.
To set logic based on a Panel Field, do the following:
A question with this logic will only display to those participants with a qualtrics.com email address.
Quotas allow you to keep track of how many participants in certain groups have completed your survey. Logic conditions can be based on whether or not a specific Quota has been met.
To set logic based on a Quota, do the following:
A question with this logic won’t be displayed until the Males quota has been met.
Using the respondent’s IP address, Qualtrics can estimate their location. This information can be used in your survey logic.
To set logic based on GeoIP Location, do the following:
A question with this logic will not be shown to participants in the 84601 area code.
Reporting filters are set up similarly to traditional logic. These filters can be based on questions and Embedded Data, as well as a few additional fields: