Conditional Logic V2 in Forms and Surveys!

Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify leads, or jump to different slides — all based on how someone answers. This guide explains how to use Conditional Logic, what’s new in version 2, and which fields are supported. What Is Conditional LogicConditional Logic automates actions inside a form or survey based on user input.

You can define conditions like: If the answer is “No,” show a message. If the score is below 5, disqualify the lead. If the date is within a range, redirect to another page. In surveys, jump to a specific slide instead of showing all questions.

This creates a more personal and efficient experience for respondents.

What is Conditional

Logic in FormsKey Benefits of Conditional Logic in FormsHow to Set Up Conditional Logic in FormsFrequently Asked QuestionsMore Tutorials From the Communityhttps://www.youtube.com/watch?v=mwtDrNimU5oWhat’s New in v2Simplified 3-Step Builder: Select Field → Select State → Provide Value“Between” Operator: For numeric, date, score, and monetary fieldsSurvey Branching (Jump To): Create slide-to-slide jumpsExpanded Field Support: Checkboxes, multi-dropdowns, TnC1, TnC2, file uploads, and signaturesNew Show/Hide Targets: Payment, text, HTML, image, and TnC elementsRule List Filtering (Surveys): Filter rules by field or slideCycle Protection: Prevents loops (Slide A → Slide B → Slide A)Localized & Accessible: Translated UI with keyboard navigationAvailable ActionsWhen you open Conditional Logic, you’ll see four action types you can create: ActionDescriptionRedirect to URLSend users to a specific webpage after submissionDisplay Custom MessageShow a personalized message based on answersDisqualify LeadAutomatically reject unqualified form submissionsShow/Hide FieldsDynamically control which fields appear or hideAll conditions are executed in top-down order.

Later matching rules override earlier ones when applicable.

How to Set Up Conditional Logic

You can add and manage rules directly inside the Form or Survey Builder. 1. Open Conditional LogicIn the builder, click Conditional Logic in the top bar. 2.

Add a New ConditionClick Add New Condition. Choose an action (Redirect, Message, Disqualify, or Show/Hide). The logic builder opens for that action. 3.

Build the RuleFollow the guided 3-step flow: Select Field – Choose the form field or slide to base the rule on. Select Field State – Pick the condition (e.g., is equal to, is empty). Provide a Value – Enter the matching value (text, number, or date). You can add additional conditions using AND or OR connectors.

Some operators don’t require values, like “is empty” or “is checked.”4. Choose the Action ResultDepending on the action type: Redirect: Add a valid URL (e.g., https://example.com)Display Message: Enter your message textShow/Hide Fields: Pick which fields appear or hideDisqualify Lead: The form stops submission when matchedJump To (Surveys only): Choose the target slide or question5.

SaveThe Save button activates only after all required inputs are valid. The system checks for missing values and prevents loops automatically. Rules run top-down, and later matches override earlier ones. Supported FieldsConditional Logic v2 supports more field types than before.

Personal InfoFirst NameLast NameEmailPhoneForm FieldsSingle LineMulti LineNumberMonetaryScoreDate PickerDropdown (Single)Dropdown (Multi)Radio SelectCheckboxTerms & Conditions (TnC1 / TnC2)File UploadSignatureContent & Payment ElementsTextHTMLImagePaymentNote: Calendar fields are not yet supported. Supported Operators by Field TypeField TypeOperatorsText (single/multi line)equal to, not equal to, contains, does not contain, starts with, ends with, is empty, is filledPhone / Emailequal to, not equal to, contains, starts with, ends with, is empty, is filledNumber / Score / Monetaryequal to, not equal to, greater than, less than, between, is empty, is filledDateequal to, before, after, between, is empty, is filledDropdown (single)is equal to, is not equal to, is empty, is filledMulti Dropdown / Checkboxis equal to {Option}, is not equal to {Option}, is empty, is filledTnC1 / TnC2is checked, is not checkedFile Upload / Signatureis empty, is filledSurvey-Specific FeaturesJump To LogicIF Basis: Field or SlideTHEN Action: Jump to a slide or questionEvaluation: Happens when the user clicks “Next”Conflict Handling: If multiple Jump To rules match, the first one runsProtection: Prevents self-loops and slide-to-slide cycles automaticallyRule FilteringIn surveys, you can filter rules by: Field: Show all rules related to a fieldSlide: Show all rules that affect or belong to that slideBehavior & EvaluationRules execute top-down in order.

For Redirect, Message, Disqualify, only the first matching rule runs. For Show/Hide, later matches override earlier ones. For multi-selects, “is equal to {Option}” checks if the option is selected. Text logic ignores case and extra spaces.

Dates use the account’s timezone. TipsUse Between for number or date ranges (inclusive). Try date presets like Today or This Week. The “Radio Other” option appears only if enabled for that field.

Always preview the form or survey to verify rule behavior. FAQs1. Can I mix AND and OR in the same rule? No.

Each rule must use one type of connector — either AND or OR. 2. Can I have multiple rules in the same form? Yes.

Each rule works independently. 3. What happens if more than one condition matches? For submission 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 prevents loops and shows an error message if detected.