Using Conditional Logic in Forms

What is Conditional Logic?

Conditional logic is a tool that allows forms to adapt dynamically based on the responses provided by users. This can be especially helpful for:

• Lead Qualification or Disqualification: By analyzing user responses, you can automatically categorize potential leads, enabling your team to focus on the most qualified prospects.

• Custom Messages and Redirects: Users can be shown specific messages or directed to unique pages based on how they fill out the form.

How to Implement Conditional Logic in Forms

Step 1: Access the Form Builder

To get started with adding conditional logic to your forms:

1. Go to the 'Sites' section and click on 'Forms'.

2. You can either build a new form from scratch or use an existing template.

Step 2: Customize the Form

Begin by tailoring the form to suit your specific needs. For example, if you’re designing a form for a health insurance company, you might add fields like full name, phone number, and email. Make sure the essential fields are set as required.

You can also adjust the form's visual design, such as changing the text color for better readability.

Step 3: Add Custom Fields

Next, introduce custom fields that will work with conditional logic. These can be dropdowns, checkboxes, or any input fields that allow users to make binary or multiple-choice selections.

For instance, you might include a dropdown menu asking whether the user has been diagnosed with a particular condition, with options like 'Yes' and 'No'.

Step 4: Configure Conditional Logic

Once your questions are ready, click the "Add Conditional Logic" button, usually found in the top-left corner of the form builder.

From there, you can:

• Redirect users to specific URLs.

• Display customized messages based on user input.

• Hide or reveal certain fields.

• Automatically disqualify leads depending on their answers.
  
  

Examples of Conditional Logic in Action

• Redirecting Users: If a user indicates they have been diagnosed with a condition, you could send them to a page with detailed information about it.

• Custom Messaging: If a user selects 'No' for certain questions, you could display a message crafted specifically for that answer, enhancing the user experience.

Troubleshooting and FAQs

• Why isn’t my conditional logic functioning as expected? Double-check that your conditions are set up correctly and ensure there are no conflicting rules. Verify that each condition matches your desired outcome.

• Can I use conditional logic for lead segmentation? Yes! Conditional logic is an excellent tool for qualifying leads and organizing them based on their responses, which allows for more targeted follow-up.