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Logic FAQ

This page provides a number of frequently asked questions concerning Key Survey's use of logic and its special rules. This page will be updated as new popular questions arise.

01. Can I branch backwards in my survey?

No - Key Survey will only allow you to branch or skip forwards through your survey.

02. What are the logic types and how do I use them?

There are four types of logic that utilise a wizard:

  1. Skip Logic: When this question is answered go to...
  2. Branch Logic: If yes go to & If no go to...
  3. Branch on Range: If score is... then go to...
  4. Advanced Logic: For complex logical rules (e.g. If this and this or this then go to...)

The first four logic types use the "Logic" button to execute:

  1. Create a gateway question (i.e. a "Pick one or other" that directs respondents).
  2. Create your branch option questions in consecutive blocks.
  3. While editing the survey click the "Logic" button for your gateway.
  4. Select your logic type.
  5. The wizard will display your options with a drop-down box for the possible questions to jump to.
  6. Select the appropriate question to jump to for each option.
  7. Save your logic rule.
  8. If your respondents are only supposed to see one of your question blocks:
    • Go to the last question in the first option block.
    • Click the "Logic" button and select "Skip" logic.
    • Use the drop-down box to select the first commonly asked question.
    • Click "Save" to confirm your new rule.

The fifth logic type (Interactive Logic) uses a plug-in to display answers immediately when a choice is made.

03. What is Interactive Logic and how do I use it?

Interactive Logic is a plug-in that automatically displays new questions based on their choices.

  • Interactive logic requires a plug-in to execute.
  • Your gateway question and its possible follow-ups must all sit on the same page.
  • Your logical questions must be set to "Allow to Skip"
  1. Create your gateway question and its possible answers directly beneath it.
  2. Click the "Plugins" button in the toolbar at the top of the page.
  3. Click "Add New Plugin".
  4. Expand the "Logic, Quota and Randomisation" group.
  5. Click the "Insert" button for "Interactive Logic".
  6. In the first box, use Key Survey Advanced Logic language to refer to your gateway question:
    • e.g. if you placed your question at the very beginning of your survey with "Yes" and "No" as options you would write:
    • Q1.A1 for Yes; OR
    • Q1.A2 for No
  7. In the second box, type the question number for the item you wish to reveal (e.g. Q2)
  8. Click "Save" to confirm your logic.
  9. Repeat Step 2 onwards if you wish to add another plug-in for your second option.

04. How do I apply "branch logic" to a "Rate Scale" question?

You will need to use "Advanced Logic" to apply a branch to "Rate Scale" questions:
  • NOTE: Key Survey cannot apply any type of logic to a "Rate Scale" except "Advanced logic".

05. How do I use "Advanced Logic"?

Advanced Logic is wizard driven and can be set up a lot like the other forms of logic.

Set up Advanced Logic:

  1. Edit your question.
  2. Click the "Logic" button.
  3. Select "Advanced Logic".
  4. Click the "Add New" button under "Manage logic rules".
  5. You will see three or four drop-down boxes:
    • Select the question that you wish to apply logic to.
    • Select the answer label row that holds your option choice.
    • If you are using a 3D Matrix or Rate Scale question select your check/column option.
    • Choose "Selected" or "Not Selected".
    • OPTIONAL: If you wish to add more logical rules, click the "Add Group" link and repeat the previous steps.
  6. Click "Save" to confirm your changes.
  7. If you select "Advanced" Mode you can type your rules manually.

06. How do I use "Advanced Logic" using Advanced Mode?

If you choose "Advanced Mode" you will need to create a rule for each branch in your question. Advanced logic follows a Qx.Ay.Cz format:
  • Qx: Refers to your Rank Scale's question number [Q = Question].
  • Ay: Refers to the question/item that a respondent ranks [A = Answer label].
  • Cz: Refers to the actual rank number that a respondent checks [C = Check number].
  • EXAMPLE: Q1.A1.C3 means that I want to apply logic to the third rank for the first item in my first question.
  • NOTES:
    • Cz does not apply to questions that don't use check/radio buttons (e.g. "Single Line with Pre-format Options").
    • If you are using "Advanced Logic" you must create a logical rule that covers all branching possibilities.
    • This also includes all possible combinations that a respondent can make in your question.
    • It is recommended that you plan your logic combinations before creating your rules in Key Survey.

07. Is it possible to randomly send respondents to a particular survey?

Yes - You can combine forwarding rules and plug-ins to randomly send respondents to specific surveys:
  • On your "Plug-ins" page you can add a plug-in called "Section Randomisation":
    • "Section Randomisation" allows you to randomly display a question in your survey.
    • You can create a number of questions with different survey addresses.
    • The plug-in can randomly display one and hide the rest.
  • You can also use the "Logical Redirect" plug-in and a forwarding rule on your "Settings" page.

08. Can I use logic to go through a scattered sequence of question numbers?

Yes, but only if you are using Interactive Logic:

  • Provided that all of your questions are on the same page you can reveal them in any sequence of your choosing.
  • Interactive Logic does have limits so you may wish to emulate a sequence using the "Logic Wizard".

If you wish to use the "Classic Logic Wizard":

  • You can create a logical "scattered sequence" by copying those questions and creating blocks that you can branch to.
  • EXAMPLE: You can create two question blocks:
    1. Block 1: Holds all questions if a respondent says 'Yes'.
    2. Block 2: Holds all questions, including copied ones if a respondent says 'No'.
  • NOTES:
    • Your questions are limited by default, to discourage users from creating long surveys.
    • For surveys requiring a lot of logic questions, you can request a free limit break by contacting Survey Support.
    • You will then be able to copy questions that you need for each block.
    • It is recommended that you create section headings (hidden if you wish) for each logical branch to help you identify them.

09. What is "Branch on Range" and how does it work?

"Branch on Range" assigns number values to your question choices and sends respondents to specific questions based on their 'score':
  • EXAMPLE: A "Check all that applies" question allows you to pick up to five items.
  • "Branch on range" allows you to set a number value for each item (e.g. each item could have a value of one).
  • If a respondent achieves a score based on their choices, you can redirect them to a specific question.
  • NOTE: These scores can also be used to calculate totals for quiz-based surveys and tests.

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