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Conditional Logic

Updated over 3 weeks ago

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With Conditional Logic, you can make your flow smarter by letting it react dynamically to your users’ answers. Set up individual paths based on their responses, and personalize each flow experience. If a question is irrelevant to a user, they can skip it. For others, you can delve into more depth by showing them additional pages tailored specifically to them.

A smart and personalized flow demonstrates your genuine commitment to providing the best possible user experience for your respondents, resulting in higher conversion rates and more pre-qualified leads for your business.

Heyflow-Screenshot – bedingte Logik

🔎 Conditional logic is available for Picture Choice and Multiple Choice blocks.

💡 If you are using Conditional Logic to redirect your visitors to a "Thank you"- page, make sure to check out the article on System Label & Variables to learn how to personalize your "Thank you"-page with your visitor’s answers!


How to add Conditional Logic

Conditional Logic lets you personalize your flow by showing people only the questions that matter to them. For example, imagine you’re running a food survey: You start with the question, “Are you a pizza or a burger person?”

From there, pizza lovers will only see pizza-related questions, while burger fans will continue with burger-specific ones. This way, every user gets a relevant, streamlined experience.

Please note: Conditional navigation can only be applied to one block per page. The logic is evaluated immediately after that input, and it determines which page appears next. It's not possible to base navigation on answers from previous pages or to chain logic across multiple pages.

1. Set up your Block

Choose the block that will act as the trigger (Picture Choice or Multiple Choice Block). Add your options, give each one a clear name, and optionally customize it with an icon.

2. Define your Logic

Open the Navigation settings of your trigger block and select Conditional Logic as the navigation type. Here, you can create rules that define what happens based on the user’s input.

For example:

  • If the user selects Pizza, go to Page A

  • If the user selects Burger, go to Page B

Assign each answer to the relevant page by choosing it from the drop-down menu. You can also decide whether navigation should happen instantly with Navigate on option click, or only after the user clicks a button.

💡 Tip: Naming your pages in a meaningful way is very helpful for this step.

💡 We also recommend selecting the Navigate-on-option setting to avoid adding a Button to move on to the next page.

🔎 If set up in a Multiple Choice block, the 'Selection' setting for the block needs to be 'Single' (as opposed to 'Multiple'). If 'Multiple' is chosen, then only the first option from the top is taken into account in the Conditional Logic path.

3. Test your Logic

Switch to your live flow on the bottom to preview your flow and check if the conditional paths behave as expected. Make sure users are guided to the right screens and no dead ends occur. Now, no pizza lover will have to answer questions about burgers anymore!


Possible Use Cases

That was just an example, but of course you can do much more than categorize visitors into pizza or burger lovers. Conditional logic offers you a great number of possibilities; for example, Conditional logic is often used to pre-qualify leads or applicants.

🔎 Are you looking for more complex logic or lead scoring? Take a look at our article on calculations and formulas to learn how to use conditional logic to pre-qualify your leads.


Conditional Logic and Response Handlers

Once you have implemented your conditional logic and navigation into your flow, you may be wondering how this will affect your CRM tool (like HubSpot or Salesforce) or the response handler of choice and how to ensure that all your data is transferred. To ensure that all your entries are taken into account, you need to map all possible paths and input fields correctly.

Once you have linked your fields to the same CRM field, you may receive a notification warning of data loss. But don't worry, this won't affect you in this case, as your user will be navigated through your data flow on a specific path.


Troubleshooting

My Conditional Logic doesn't work

When Conditional Logic doesn't behave as expected, it's often related to conflicting navigation settings on the same page. For example, if you’re using a Navigation button (e.g. a Continue button) on a page where Conditional Logic is also applied to a Picture Choice or Multiple Choice block, make sure the Navigation setting of the button is also set to Conditional logic.​

Please note: The Navigation setting of the button will override the Conditional Logic of the choice block. If the button is set to Next page, your visitors will be taken to the next page regardless of the logic paths defined in the choice block.

To avoid this, select the button block in the builder, go to its Navigation setting, and change it to Conditional logic to ensure the flow behaves as intended.

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