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Use conditional logic

Show participants only the questions that are relevant to them

Updated over 2 weeks ago

Conditional logic lets you jump participants to different steps based on their answers or actions. This means you can ask targeted follow-up questions, or take users through entirely separate branches of your study.

Using conditional logic shows participants only relevant steps, which leads to higher quality responses, a better experience for participants, and deeper insights for you.

How to set up conditional logic

  1. Add a series of steps to your study and enter your questions or prompts.

  2. Click Conditions on the top-right corner of the step you want to add logic to.

  3. Add rules that jump users to a particular step later in the study.

  4. To be more specific, you can add multiple conditions to a rule, linked by AND or OR clauses.

  5. At the bottom, set the otherwise go to destination for anyone who does not match your rules.

Note: If a participant’s answer matches multiple rules, they will only be routed by the first matching rule.

Rules available by step type

Step name

Rules available

  • Multiple choice

  • Yes or no

  • Tagline copy test

  • Image preference

  • is equal to

  • is not equal to

  • always go to / otherwise go to

  • Prototype task

  • hit the goal successfully

  • did not hit the goal

  • always go to / otherwise go to

  • Number

  • Rating scale

  • Date

  • is equal to

  • is not equal to

  • is less than

  • is greater than

  • is less or equal to

  • is greater or equal to

  • always go to / otherwise go to

  • Text question

  • Email

  • is equal to

  • is not equal to

  • contains

  • does not contain

  • always go to / otherwise go to

  • Legal step

  • Yes, I accept must be selected to proceed, no other rules are available

  • Instruction

  • Website task

  • 5 second test

  • First click

  • Prototype free roam

  • The always go to rule can be used to route all users to a specific step

The “always go to” and “otherwise go to” options

By default, steps without conditional logic take users to the next step in order. You can change this using these two options:

  • Always go to: Sends all participants to a specific step, regardless of their answer. This is important for keeping participants in a branch of follow-up steps, instead of them falling through to irrelevant questions. This option can be applied to steps that do not support any other conditional logic rules, except for the legal step.

  • Otherwise go to: Acts as a fallback. If a step already has conditional logic rules, this option sets the default destination for anyone who does not match any of the rules. It is useful for sending someone to the end of the session if no follow-up is needed.

Tips for setting up branching

  • Plan your branches on paper or in a diagram before building them in Ballpark.

  • Use the always go to option on the last step of each branch to prevent participants from accidentally landing on steps meant for a different path.

  • Test your logic thoroughly using Preview before sharing your study.

Next steps

Conditional logic works with most step types, including multiple-choice questions, yes/no questions, and rating scales. Make sure to preview your study before launching to verify all branches work as expected.

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