Survey Platform - Using Logic | Qualtrics

Using Logic

Introduction

“Logic” refers to any part of Qualtrics where you set conditions for an action. For example, you may want to show a question (action) only to those who are above the age of 18 (condition) by using Display Logic. Alternatively, you may need to send an email (action) to every respondent who scores above an 80% on your exam (condition) using Email Triggers.

Each of the following features in the Qualtrics uses logic in some way:

  • Branch Logic for showing a block of questions conditionally.
  • Display Logic for showing a single question conditionally.
  • Email Triggers for conditionally sending an email upon survey completion.
  • Contact List Triggers for conditionally adding a respondent to a contact list upon survey completion.
  • Quotas for determining which respondents should count toward a response limit you set.
  • Custom Validation for requiring respondents to meet certain answer requirements before proceeding in a survey.

Similar logic options are also available for filtering your Reports and Data and Analysis, as well as for creating samples of contact lists.

Working with Conditions

Logic in Qualtrics allows you to conditionally perform actions. As such, logic is based on conditions, and there are different types of conditions that you can set. Whenever you are presented with a logic window in Qualtrics (such Display Logic or Branch Logic), you will see a series of dropdown menus—these menus determine the condition parameters. Each menu specifies the logic condition further until you have a full statement.

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This question will display (action) IF a respondent selects Freshman from the question “What is your year in school?” (condition).

When the condition is met, the desired action (whether it be incrementing a Quota or displaying a question) will take place.

Working with Multiple Conditions

Sometimes the logic you want to create requires multiple conditions. These multiple conditions can be connected with an AND conjunction or with an OR conjunction. Conditions linked by AND are evaluated first, followed by conditions linked by OR.

Example: Jared’s dog Barnaby gets a treat (action) IF he behaves himself (first condition) AND comes to the office (second condition).

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This question will display (action) IF the respondent is a freshman (first condition) AND the respondent lives in student housing (second condition).

To add a new condition

  1. Click the plus sign to the right of an existing condition.
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  2. Select whether your new statement should be an And statement or an Or statement (Logic Sets are discussed in the next section).
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  3. Repeat steps 1–2 until all necessary statements have been added.
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Working with Logic Sets

As your logic becomes more advanced and includes more conditions, you may need to start using Logic Sets. A Logic Set is a group of conditions that are evaluated together. Similar to statements, Logic Sets can be linked with an AND conjunction or with an OR conjunction.

Example: Barnaby goes to the dog salon (action) IF he is dirty AND Jared has time (first Logic Set) OR IF it has been a month since the last visit AND Eldon has time (second Logic Set).

Logic Sets allow you to say that if one whole group of statements is true AND/OR IF another whole group of statements is true, then perform the action.

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In this example, the question will only be displayed (action) if the respondent is 18–24 years old AND from the US (first Logic Set) OR IF the respondent is 25–34 years old AND from Canada (second 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. The remaining sections discuss how to base your logic off different items, such as survey questions and Embedded Data.

Question Logic

You can set logic based on answers respondents give to questions. Depending on the type of question, you’ll encounter different logic options. There are two main types of logic options you’ll see: choice selection and free response.

Choice selection questions are any questions where the respondent selects from a range of predetermined options (e.g., Multiple Choice, Matrix, Slider). Free response questions are any questions where the respondent inputs a free-form answer (Text Entry, Constant Sum, Rank Order).

Qtip: When basing logic on a question, make certain that question appears to the respondent before they encounter the logic.

To set logic based on choice selection question

  1. Choose Question from the first dropdown.
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  2. Choose the specific question from the second dropdown.
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  3. Choose the specific answer choice from the third dropdown.
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  4. Choose how the respondent should interact with the choice from the fourth dropdown.
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  5. Click Save.
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    A question with this logic will only display to respondents who indicate they use Qualtrics.

To set logic based on a free response question

  1. Choose Question from the first dropdown.
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  2. Choose the specific question.
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  3. Choose the specific answer choice.
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  4. Enter a value to use for your logic (select Ignore Case if you don’t want capitalization to affect the logic).
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  5. Choose how the respondent’s entered value should compare to the value you specified.
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  6. Click Save.
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    A question with this logic will only display to respondents who have “@qualtrics.com” as part of their email address.

Embedded Data Logic

Embedded Data fields connect additional information to each response, such as an ID number or a supervisor name.

Qtip: When basing logic on Embedded Data, make certain that the Embedded Data is set in the Survey Flow before the respondent encounters the logic.

To set logic based on Embedded Data

  1. Choose Embedded Data from the first dropdown.
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  2. Enter the name of the Embedded Data field you would like to use in your logic.
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    Qtip: Make certain the Embedded Data field is spelled here exactly the same way as it is in your Survey Flow.
  3. Enter a value to use for your logic.
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  4. Choose how the respondent’s Embedded Data value should compare to the value you specified.
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  5. Click Save.
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    A question with this logic will only show to those whose Embedded Data field Supervisor is equal to Ryan.

Contact List Logic

If you’re planning to distribute your survey using a contact list, information from that list (such as name and email address) can be used in logic conditions.

To set logic based on a contact list

  1. Choose Contact List.
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  2. Choose the desired contact list field (e.g., First Name or Email).
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  3. Enter the value to be used for your logic.
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  4. Choose how the respondent’s contact list value should compare to the value you specified.
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  5. Click Save.
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    A question with this logic will only display to those respondents with a qualtrics.com email address.

Quota Logic

Quotas allow you to keep track of how many respondents in certain groups have completed your survey. Logic conditions can be based on whether or not a specific Quota has been met, as well as what the value of the Quota currently is.

To set logic based on a Quota

  1. Choose Quota from the first dropdown.
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  2. Choose which quota you want to base your logic on.
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  3. Choose whether to act if the quota Has been met or Has not been met or choose to enter a numeric value.
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  4. Click Save.
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    A question with this logic will display until the Qualtrics Users quota has been met.

GeoIP Location Logic

Qualtrics can use the respondent’s IP address to estimate their location. This information can be used in your survey logic.

Qtip: GeoIP Location data is not 100% accurate. It is an estimation of the respondent’s location based on their IP address. Any respondent who is hiding their IP address, using a remote access tool, or using more general addresses will provide less accurate GeoIP estimations.

To set logic based on GeoIP Location

  1. Choose GeoIP Location from the first dropdown.
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  2. Choose the location category.
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  3. Enter the location identifier value to be used for your logic.
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  4. Choose how the respondent’s location identifier value should compare to the value you specified.
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  5. Click Save.
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    A question with this logic will not be shown to respondents in the 84601 area code.

Filters in Reports and Data and Analysis

The logic used for filters in your Reports and Data and Analysis modules is different than the logic in other Qualtrics features. For more info on using these filters, visit our Filtering Reports page.