Survey Platform - Branch Logic | Qualtrics

Branch Logic

Introduction

Branches are useful when you want to send respondents down different paths in the survey. You can use Branch Logic to branch respondents to different Survey Flow elements based on variables like question responses or Embedded Data. It’s a bit like a choose your own adventure novel. Depending on how your respondents answer certain questions, they will take different routes through your survey.

Example: You can use Branches to show one block of questions to survey respondents who own your product and a different block of questions to respondents who don’t. You can also use Branches to tag users with Embedded Data labels.

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This survey uses Branch Logic to send e-Book reader owners to the e-Book Reader Satisfaction block and non-owners to the Customer Potential block.
Qtip: Branches are best for when you want to selectively show a whole block of questions. If you need to hide a small number of questions, consider using Display Logic. If you want to skip respondents to the end of a survey or to a question within the same block, consider using Skip Logic.

Adding a Branch

  1. Navigate to your Survey module and click Survey Flow.image08
  2. Click Add Below or Add a New Element Here.image01
  3. Choose Branch.image05
  4. Click Add a Condition and add a logic condition (conditions can be based on questions, Embedded Data, Device Type, Quotas, or GeoIP Location).image07
    Qtip: For more information on setting logic conditions, see Using Logic.
  5. Create a new element or move an existing one underneath the branch.
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    Participants who answer “Yes” to the question “Do you own an e-Book reader?” will be shown the e-Book Reader Satisfaction block.
    Qtip: Click the minus sign on the top left of the Branch to collapse the items beneath it and save space.

Understanding Branches

The Survey Flow represents the order that respondents will move through your survey. Each time someone takes the survey, they move through the flow top-to-bottom and left-to-right. When a respondent reaches a Branch in the Survey Flow, they will follow that branch until they reach a condition that they do not meet, or until they reach an End of Survey element.

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Each respondent taking this survey will start with the Introduction and Demographics blocks of questions. After, males who are under 18 years old will be directed out of the survey. Everyone else will then continue to the E-Book Current Customers block.

When a respondent reaches the end of a Branch that does not terminate in an End of Survey element, they will pick up with the next section of the survey.

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When a respondent reaches this point in the survey and clicks the next button, the Branch Logic condition will be assessed. If they meet the condition (they are male under 18 years old), they will be directed to the End of Survey element and their survey will terminate. Those who do not meet the condition will continue to the next element in the survey flow.

To add multiple items in a Branch

Sometimes you may want to nest multiple items under one branch or have a branch within a branch. To do this, add the items as normal and then move them under the desired branch.

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After viewing the Demographics block, any respondent who is male and under 18 will be shown a special Exit Block and then have their survey terminated.

You can also use a Branch to group items together. For more information on grouping items under a Branch, see the Using Branch Logic section in our Advanced Randomizer Options page.

Qtip: If you want to use the same set of questions in multiple branches, you can add the Block to the Survey Flow multiple times.