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?
02. What are the logic types and how do I use them?
There are four types of logic that utilise a wizard:
- Skip Logic: When this question is answered go to...
- Branch Logic: If yes go to & If no go to...
- Branch on Range: If score is... then go to...
- 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:
- Create a gateway question (i.e. a "Pick one or other" that directs respondents).
- Create your branch option questions in consecutive blocks.
- While editing the survey click the "Logic" button for your gateway.
- Select your logic type.
- The wizard will display your options with a drop-down box for the possible questions to jump to.
- Select the appropriate question to jump to for each option.
- Save your logic rule.
- 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"
- Create your gateway question and its possible answers directly beneath it.
- Click the "Plugins" button in the toolbar at the top of the page.
- Click "Add New Plugin".
- Expand the "Logic, Quota and Randomisation" group.
- Click the "Insert" button for "Interactive Logic".
- 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
- In the second box, type the question number for the item you wish to reveal (e.g. Q2)
- Click "Save" to confirm your logic.
- 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?
- 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:
- Edit your question.
- Click the "Logic" button.
- Select "Advanced Logic".
- Click the "Add New" button under "Manage logic rules".
- 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.
- Click "Save" to confirm your changes.
- If you select "Advanced" Mode you can type your rules manually.
06. How do I use "Advanced Logic" using Advanced Mode?
- 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.
- 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?
- 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:
- Block 1: Holds all questions if a respondent says 'Yes'.
- Block 2: Holds all questions, including copied ones if a respondent says 'No'.
- 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?
- 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.