Show Survey Pages Based on Merge Fields

When defining merge field conditions for page branching logic, complete these tasks first.

• Set the access level for merge fields.
  

  Note If you don't set the merge field access level, the branching logic condition validates at the User Context - Enforce all user permissions access level. If participants don't have access to a field due to the merge field’s access level, the branching logic condition validates against an empty value.
• Configure the merge field variables.

1. In the Survey Builder, click for the survey page to which you want to add branching logic.
2. In the Page branching logic window, select how you want participants to go to a particular page.
   • If you want participants to always go to a particular page, select Every time, and then select the page to view next.
   • If you want to define rules to determine the page that participants go to next, select Based on conditions, and then define the conditions.
   1. Select the page that participants view when the conditions are met.
   2. Select whether the page appears for all conditions or any conditions that you define.
   3. For Logic Type, select a merge field type.
      • Associated Record: The branching logic condition validates against the value of the merge field in the record that's associated with the survey invitation. If multiple records are associated with a survey invitation, the condition validates against the value from the most recently updated record.
      • Participant Record: The branching logic condition validates against the value of the merge field in the participant record that's associated with the survey invitation.
      • Org Variable: The branching logic condition validates against the value of the company information field.
      • Custom Variable: The branching logic condition validates against the value that you define.
   4. Select a merge field that defines the condition.
   5. Select an operator.
   6. Select or enter a field that validates the condition.
   7. To define another condition, click Add Condition.
   8. To save multiple conditions as a collection, click Create Rule. You can define multiple rules, each of which determines the page that participants go to next.
3. Save the logic, and then to apply it, save the survey.

Here's an example:

A survey gathers customer feedback after a case closes. The survey contains different questions for high-, medium-, and low-priority cases. The first question asks whether the customer is happy with the case resolution. The next three pages contain questions for each case priority.

Branching logic is added to the first page to determine the page that the participant goes to based on the priority of the participant's case record. The branching logic contains three rules, each of which has one merge field condition that's based on the Priority field. When a participant finishes the first page of the survey, the merge field condition checks the value of the Priority field in the participant's case record. If the Priority value in the related case is High, then participant goes to the survey page that contains questions for high-priority cases.