I would like to know if there's a solution to help me with a sales process please.
I want to give our sales team a simple survey to complete where they will mark off what services the customer wishes to proceed with in their initial meeting.
We then send the customer a much more detailed questionnaire asking for more details to progress their order.
Ideally, i only show them the relevant sections, so if they don't want website design then I don't ask for information about that. So essentially after a logic flow between surveys.
Eg, if customer wants services A,B,E then send next survey hiding sections C & D.
I am comfortable with Zapier if that's an option.
Cheers, Brendan
Best answer by Liz
Hi @BSh5p Happy Friday! This can definitely be done using logic jumps and/or hidden fields.
In general, you’ll want to use this process here to setup logic jumps to only show questions if they apply based on the answers they’ve provided.
If you want to use two different forms but only show the questions that apply on the second form, I would suggest using hidden fields to pass in information and use that information to then jump to the corresponding question based on the hidden field.
To pass the data into the hidden field, you’d probably need to enter it manually like:
Hi @BSh5p Happy Friday! This can definitely be done using logic jumps and/or hidden fields.
In general, you’ll want to use this process here to setup logic jumps to only show questions if they apply based on the answers they’ve provided.
If you want to use two different forms but only show the questions that apply on the second form, I would suggest using hidden fields to pass in information and use that information to then jump to the corresponding question based on the hidden field.
To pass the data into the hidden field, you’d probably need to enter it manually like:
Would logic jump still work to show questions that are not in a row, like showing questions A,B,E or will it only allow me to skip to a question in the first instance then continue the rest?
Hopefully it's obvious that I want one survey with sections A through F for each service rather creating 6 surveys, and customers may have all services or any random mix.
Hi @BSh5p Apologies for the delay - I’ve been out on holiday.
I would suggest having the questions you want to show in chronological order because our jumps won’t function correctly if you’re moving backwards and forwards in the form. (It only works moving forward.) Though, you can skip questions continually throughout the form, even if they aren’t in the first group.
I hope this helps! Let me know if you think of any other questions.
When using the logic I am prompted to select to “jump to” a given question or statement.
What I am looking to do is hide or remove a given question group based on preliminary questions.
ie. If someone says they are “male” they will not be asked certain questions, which a female would answer.
This will also apply to multiple selection questions…
ie. What other health concerns would you like us to look at?
bone health
gut health
liver health
energy
cognition
If the user selects Bone Health and Energy how do we ensure the other question groups are hidden and they only answer question in the Bone Health and Energy subsections?
Hi @Cameron C Feel free to post any other questions you have here or in a new thread! If it’s about a different topic, it may make sense to post a new thread (in case anyone else has the same question).
Hello, I’m looking to do the same thing as Cameron C. I do not see the here -- “added your question here where we have the answer” Jump logic is not going to work as I’m looking to hide a question based on the answers a few questions back.
When using the logic I am prompted to select to “jump to” a given question or statement.
What I am looking to do is hide or remove a given question group based on preliminary questions.
ie. If someone says they are “male” they will not be asked certain questions, which a female would answer.
This will also apply to multiple selection questions…
ie. What other health concerns would you like us to look at?
bone health
gut health
liver health
energy
cognition
If the user selects Bone Health and Energy how do we ensure the other question groups are hidden and they only answer question in the Bone Health and Energy subsections?
Hi @kitty I can’t quite see the logic jump set up in your screenshot since it’s cut off, but you would basically want to add this logic jump on question #6. Then, the respondent won’t skip the 6th question and after they answer it, they’ll either skip over 7 or be shown 7 based on their answer to #5.
Let us know if you have any trouble setting that up.
@Liz thanks for your response. It doesn’t work to have the logic on question #6 as the female/male question needs to be on #5 for the survey flow. It doesn’t work to make that question #6. But you answered my question. There is no “Hide” logic on Typeform, only Jump logic.
Ah yes, that’s correct, @kitty ! Let us know if you think of any other questions.
Hi, Liz! Will the functionality to hide certain questions be added in the near future? It’s an important piece of logic in my opinion. I have the same problem with a survey I’m working on.
Hi - I just wanted to echo Jim36, Cameron C, and others. We’re evaluating a move to Typeform from another platform, and I’m now testing logic capabilities. My aim is to hide certain questions that aren’t relevant, based on responses earlier in the survey. Currently, I’m at a standstill to see if this is really going to work without significant reworking. I’m going to give some branching and grouping a try, but it would be MUCH faster to simply hide questions based on conditions. Thanks!
