Conditional Logic V2 in Forms and Surveys!

Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify leads, or jump to different slides — all based on how someone answers.

This guide explains how to use Conditional Logic, what’s new in version 2, and which fields are supported.

What Is Conditional Logic

Conditional Logic automates actions inside a form or survey based on user input.
You can define conditions like:

• If the answer is “No,” show a message.

• If the score is below 5, disqualify the lead.

• If the date is within a range, redirect to another page.

• In surveys, jump to a specific slide instead of showing all questions.

This creates a more personal and efficient experience for respondents.

TABLE OF CONTENTS

• What is Conditional Logic in Forms
• Key Benefits of Conditional Logic in Forms
• How to Set Up Conditional Logic in Forms
• Frequently Asked Questions

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What’s New in v2

• Simplified 3-Step Builder: Select Field → Select State → Provide Value

• “Between” Operator: For numeric, date, score, and monetary fields

• Survey Branching (Jump To): Create slide-to-slide jumps

• Expanded Field Support: Checkboxes, multi-dropdowns, TnC1, TnC2, file uploads, and signatures

• New Show/Hide Targets: Payment, text, HTML, image, and TnC elements

• Rule List Filtering (Surveys): Filter rules by field or slide

• Cycle Protection: Prevents loops (Slide A → Slide B → Slide A)

• Localized & Accessible: Translated UI with keyboard navigation

Available Actions

When you open Conditional Logic, you’ll see four action types you can create:

All conditions are executed in top-down order.
Later matching rules override earlier ones when applicable.

Conditional Logic in Calendar Booking Forms

Conditional logic in forms also applies when a custom form is used inside a supported calendar booking flow. This gives you more control over qualification and the final confirmation experience.

In calendar bookings:

• Show/Hide logic updates fields dynamically as the user answers questions
  
  
• Disqualify lead logic is checked before the appointment is booked
  
  
• If a lead is disqualified, the system does not create the appointment
  
  
• If a lead is disqualified, the system does not collect payment
  
  
• Redirects and custom messages can be used as part of the booking outcome

If the calendar confirmation page is set to Use custom form rules, the system shows the form’s redirect or custom message after submission. If the form does not include either one, the booking uses the default confirmation page instead.

Note: Calendar support described here applies to supported booking flows that use custom forms. Services (v2) and Rentals are not included in this article yet.

How to Set Up Conditional Logic

You can add and manage rules directly inside the Form or Survey Builder.

1. Open Conditional Logic

• In the builder, click Conditional Logic in the top bar.

  
  

  
  
  

2. Add a New Condition

• Click Add New Condition.

• Choose an action (Redirect, Message, Disqualify, or Show/Hide).

• The logic builder opens for that action.
  
  

3. Build the Rule

Follow the guided 3-step flow:

1. Select Field – Choose the form field or slide to base the rule on.

2. Select Field State – Pick the condition (e.g., is equal to, is empty).

3. Provide a Value – Enter the matching value (text, number, or date).

You can add additional conditions using AND or OR connectors.

Some operators don’t require values, like “is empty” or “is checked.”

4. Choose the Action Result

Depending on the action type:

• Redirect: Add a valid URL (e.g., https://example.com)

• Display Message: Enter your message text

• Show/Hide Fields: Pick which fields appear or hide

• Disqualify Lead: The form stops submission when matched

• Jump To (Surveys only): Choose the target slide or question

5. Save

• The Save button activates only after all required inputs are valid.

• The system checks for missing values and prevents loops automatically.

• Rules run top-down, and later matches override earlier ones.

Supported Fields

Conditional Logic v2 supports more field types than before.

Personal Info

• First Name

• Last Name

• Email

• Phone

Form Fields

• Single Line

• Multi Line

• Number

• Monetary

• Score

• Date Picker

• Dropdown (Single)

• Dropdown (Multi)

• Radio Select

• Checkbox

• Terms & Conditions (TnC1 / TnC2)

• File Upload

• Signature

Content & Payment Elements

• Text

• HTML

• Image

• Payment

Note: Calendar fields are not yet supported.

Supported Operators by Field Type

Survey-Specific Features

Jump To Logic

• IF Basis: Field or Slide

• THEN Action: Jump to a slide or question

• Evaluation: Happens when the user clicks “Next”

• Conflict Handling: If multiple Jump To rules match, the first one runs

• Protection: Prevents self-loops and slide-to-slide cycles automatically

Rule Filtering

In surveys, you can filter rules by:

• Field: Show all rules related to a field

• Slide: Show all rules that affect or belong to that slide

Behavior & Evaluation

• Rules execute top-down in order.

• For Redirect, Message, Disqualify, only the first matching rule runs.

• For Show/Hide, later matches override earlier ones.

• For multi-selects, “is equal to {Option}” checks if the option is selected.

• Text logic ignores case and extra spaces.

• Dates use the account’s timezone.

Tips

• Use Between for number or date ranges (inclusive).

• Try date presets like Today or This Week.

• The “Radio Other” option appears only if enabled for that field.

• Always preview the form or survey to verify rule behavior.

FAQs

1. Can I mix AND and OR in the same rule?
No. Each rule must use one type of connector — either AND or OR.

2. Can I have multiple rules in the same form?
Yes. Each rule works independently.

3. What happens if more than one condition matches?
For submission actions, the first match wins. For Show/Hide, later rules override earlier ones.

4. Can I create loops in Jump To logic?
No. The builder prevents loops and shows an error message if detected.