Applying Conditional Logic to your Research Studies

Conditional Logic is a powerful feature within the "Research Studies" section, enabling users to create dynamic question flows by displaying questions based on participants’ responses to previous questions. This functionality ensures that participants only see questions relevant to their answers, enhancing the efficiency and relevance of your research studies. This guide provides clear instructions, limitations, and best practices for applying conditional logic in Crowd.

1. When to Use Conditional Logic

Conditional Logic is beneficial in the following scenarios:

• Personalized Questioning: Display follow-up questions based on a participant’s response (e.g., "If you answered Yes to usability, explain why").

• Streamlined Surveys: Skip irrelevant questions to improve the participant experience and reduce completion time.

• Targeted Feedback: Gather specific insights from subgroups based on their answers (e.g., advanced users vs. beginners).

• Efficient Testing: Optimize research studies by tailoring content to individual participant profiles.

2. Types of Conditional Logic

Crowd currently supports one type of conditional logic:

• Show Conditional Logic: Displays a subsequent question only if a specific condition is met based on a previous question’s response. This type is limited to certain answer formats and cannot be applied to the first question in a block.

3. Creating and Administering Conditional Logic

3.1 Initiating a Research Study

• Navigate to the "Research Studies" page in your Crowd dashboard.

• Click "Create New Test" and choose to use a template or start from scratch. see Creating Your First Research Study in Crowd.

• Name your project (e.g., "Conditional Logic Survey - Usability Test") and provide a description (e.g., "Evaluating usability with conditional follow-ups").

3.2 Adding Questions with Conditional Logic

• Click "Add New Question" within your research study setup to add questions to a block.

• Ensure the first question in a block does not use conditional logic, as it requires a preceding question to reference.

3.3 Configuring Conditional Logic

• Enable Conditional Logic:

  • Locate the specific question you want to apply logic to (must be a subsequent question in the block).

  • Toggle the "Conditional Logic" function to on.

  • [Insert Screenshot 1: Conditional Logic Toggle Interface]

• Set the Condition:

  • Select the "Show" logic type.

  • Choose a previous question from the dropdown menu (e.g., "Question 1: Rate usability").

  • Specify the condition by selecting "this question if", then choose a "value is" option from the possible answers (e.g., "4 or 5" for an opinion scale).

  • You can add as many conditions as required.

    

• Supported Answer Types:

  • Conditional logic is applicable only to yes/no, single choice, multiple choice, and opinion scale answer types.

  • It cannot be used with short text, long text, or verbal responses due to the lack of selectable options.

• Preview Logic:

  • Use the "Preview" button to test the logic flow and ensure questions display correctly based on responses before launching the survey.

• Delete Logic:

  • To remove conditional logic, toggle it off or delete the question and recreate it if needed.

3.4 Administering the Test

• Publish the research study and invite participants via the recruitment tools. See the article on recruiting testers here.

• Ensure instructions clarify the dynamic nature of the survey (e.g., "Answer each question to proceed to relevant follow-ups").

4. Best Practices for Conditional Logic

• Logical Flow: Design conditions that are intuitive and avoid overly complex branching.

• Supported Types: Use only compatible answer types to prevent configuration errors.

• Clear Instructions: Guide participants on how to proceed based on their answers.

• Testing Logic: Preview and test the survey to confirm conditional logic works as intended.

• Ethical Standards: Obtain consent and ensure participant data is handled securely.

5. Troubleshooting Common Issues

• Logic Not Applying: Verify the question is not the first in the block and uses a supported answer type; reconfigure if necessary.

• Preview Errors: Check for misconfigured conditions and adjust the "value is" selection.

• Low Engagement: Simplify conditions or provide clearer instructions to maintain participant interest.

6. Related Documents

Enhance your research studies with these related guides:

• Get High-Quality Participants with Screener – Learn how to pre-qualify testers for targeted feedback.

• How to Invite Participants to Your Study via Email – Discover how to recruit testers through email invitations.

• Web Evaluation Test – Explore another test type for assessing website performance.

For support, contact our team via in-app chat or email support@crowdapp.io.