Using Skip and Display Logic on Engage

Welcome to our guide on using Skip and Display Logic on Engage. Display Logic allows you to control whether a question or block is visible to participants based on specific conditions, such as previous answers. Skip Logic directs participants to different sections of your survey based on their answers, essentially skipping over irrelevant questions.

1. Locate Design Page

Navigate to the design page on your Engage project.

Locate Design Page

2. Add Skip Logic or Display Logic to questions or blocks

Add skip logic or display logic on the question level or the block level. To configure either option, select the target block or question where you want to implement the logic. Then, click on the "More Options" menu (three dots icon).

Add skip or display logic to questions

Add skip or display logic to blocks

4. Choose your logic type

From the options menu, select either "Skip Logic" or "Display Logic" based on your requirements.

Select display or skip logic

5. Remove Logic Configuration

To remove previously configured logic, click the "X" button next to the logic type indicator.

Remove Display Logic

6. Configure Display Logic

Display Logic appears above questions in the design interface and controls element visibility based on participant responses. Click "Add Display Logic" to begin configuration.

Configure Display Logic

7. Select "Show" or "Hide"

Specify whether the question or block should "Show" or "Hide" when the defined criteria are satisfied.

Select 'Show' or 'Hide'

8. Set condition matching parameters

Define how the conditions should be evaluated by selecting from: "All," "Any," "None," "At least," "Exactly," or "At most" of the defined rules.

Specify the conditions matching

9. Establish the primary criteria rule

Configure the first criteria rule that will determine when the display logic should be activated.

Configure first criteria rule

10. Select the reference question

Choose a previous question from your survey that will serve as the basis for the logic evaluation.

Select Question to Evaluate

11. Define the matching condition

Specify the condition that must be met for the logic to activate. For open-ended questions, the available conditions typically relate to whether the question was displayed or answered.

Select condition to match

12. Configure response-based conditions

For multiple-choice questions, you can create conditions based on specific participant responses using the "is selected" parameter.

Click 'is selected'

13. Implementation example

For example, to display a question only to female participants, select the "What is your gender?" question and choose the "Female" response option. This configuration ensures that the conditional question will appear only when "Female" was selected in the gender question.

Example

14. Save your configuration

Click "Apply" to save and activate your display logic configuration.

Click 'Apply'

15. Modify Display Logic

You can return to edit or modify previously configured display logic rules at any time.

Edit Display Logic

16. Add additional rules

Click "Add Rule" to create additional conditions within the same display logic block, enabling more complex logic scenarios.

Click 'Add Rule'

17. Introduction to Skip Logic

Now, let us demonstrate how Skip Logic functions within your survey design.

Add Skip Logic

18. Initialize Skip Logic configuration

Begin by clicking "Add Skip Logic" from the options menu.

Click 'Add Skip Logic'

19. Define the Skip Destination

Specify the destination where participants should be redirected when the skip logic conditions are satisfied.

Specify Skip Destination

20. Select skip target options

Choose from various skip destinations: a specific question, a particular block, the end of the current block, or the end of the entire survey.

Click 'End of Block'

21. Specify the target question

When skipping to a specific question, select the exact question where participants should be redirected from the available options.

Click 'Q9. In what state do you currently reside?'

22. Configure Skip Criteria

Establish the conditions that will activate the skip logic. For example, configure a rule where all specified conditions must be met, then select a reference question such as "What is your gender?" and specify the triggering response such as "Non-Binary." This configuration would redirect participants who selected "Non-Binary" to the designated skip destination.

Configure Skip Criteria

23. Apply the logic configuration

Click "Apply" to save and activate your skip logic configuration.

Apply Logic

24. Edit or Delete Logic Rules

Edit or delete any logic configurations previously made.

Edit or Delete

Thank you for watching! If you have any additional questions, feel free to watch out other guides or reach out to our support team.

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