Contact and Registration Forms and Surveys

Conditional logic: showing fields, jumping slides, disqualifying responses

Quick answer: Conditional logic lets your form or survey react to what visitors enter — show or hide fields, redirect to a URL, display a custom message, jump to a different slide, or disqualify a response entirely.

What it does

Conditional logic automates actions inside a form or survey based on the visitor's input. Common examples:

• Show or hide fields: "If the visitor says they're interested in summer camp, show the camp-specific questions."
• Redirect to URL: "If the visitor's child is older than our maximum age, redirect them to a sister school's website."
• Display a custom message: "If the visitor selects a grade we don't offer, show them a message explaining."
• Disqualify a lead: "If the visitor lives outside our service area, end the form without saving."
• Jump to a slide (surveys only): "If the visitor says yes to financial aid, jump to the aid-specific slide; if no, skip those slides entirely."

Step-by-step

1. Open conditional logic

In the form or survey builder, click Conditional Logic in the top bar. For surveys, you can also open it from a slide's sidebar alert.

2. Add a new condition

Click Add New Condition. Choose what action this condition should trigger:

• Redirect to URL
• Display Custom Message
• Disqualify Lead
• Show/Hide Fields
• Jump To (surveys only)

3. Build the rule

Use the 3-step flow:

1. Select Field — pick the form field the rule depends on.
2. Select Field State — pick the condition (is equal to, is not equal to, contains, is empty, etc.).
3. Provide a Value — enter what you're comparing against.

You can add additional conditions to the same rule using AND or OR connectors. Each rule uses one type of connector — not both — so plan accordingly.

4. Choose the action result

Depending on which action you picked:

• Redirect — enter the URL to send the visitor to.
• Display Message — enter the message text.
• Show/Hide Fields — pick which fields to show or hide when the condition matches.
• Disqualify Lead — no extra setup; the form just stops on submission.
• Jump To (surveys only) — pick the slide or question to jump to.

5. Save

Click Save. The Save button only activates when all required inputs are valid, and the system checks for missing values and prevents loops automatically.

Operators you can use

Available operators depend on the field type:

• Text fields: equal to, not equal to, contains, does not contain, starts with, ends with, is empty, is filled
• Phone / Email: equal to, not equal to, contains, starts with, ends with, is empty, is filled
• Number / Score / Monetary: equal to, not equal to, greater than, less than, between, is empty, is filled
• Date: equal to, before, after, between, is empty, is filled
• Dropdown (single): is equal to, is not equal to, is empty, is filled
• Multi Dropdown / Checkbox: is equal to (option), is not equal to (option), is empty, is filled
• Terms & Conditions: is checked, is not checked
• File Upload / Signature: is empty, is filled

How rules are evaluated

• Rules run top-down in the order you've defined them.
• For Redirect, Message, and Disqualify actions, only the first matching rule runs.
• For Show/Hide rules, later matches override earlier ones.
• Text comparisons ignore case and extra spaces.
• Dates use your account's timezone.

A school example

Imagine a tour request form with a "What grade is your child entering?" dropdown. You want to:

1. If they pick Pre-K, show an extra question about specific Pre-K interests.
2. If they pick a grade outside your offerings (e.g., 12th if you go through 8th), display a message and don't save the response.

Set up two rules:

• Rule 1: Show/Hide. Field is "Grade", state is "is equal to Pre-K". Action: show the Pre-K-specific question.
• Rule 2: Display Custom Message. Field is "Grade", state is "is equal to 12th". Action: show a message: "We currently serve grades Pre-K through 8th. Please contact us if you'd like a referral to local high schools."

Tips

• Use Between for ranges. Number, date, and score fields all support the Between operator for inclusive ranges.
• Always preview after adding rules. Open the preview and test that the rules behave as expected.
• Surveys: keep Jump To rules simple. The builder prevents loops automatically, but complex branching can still get confusing. Diagram your survey flow before building it.

Related articles

• How to create a contact form
• How to create a survey
• Form and survey field types