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Advanced Conditional Navigation (Rules)

Updated over 3 weeks ago

⭐️ Beta feature: Available by request only.

❗ Note: Some features are still in progress. We’re excited to hear your feedback!

With Advanced Conditional Navigation (Rules), you can send each visitor to the most relevant page, question, or outcome based on their answers and selections.

Instead of building multiple versions of the same funnel, you can design a single, dynamic experience that adapts in real time. Rules let you:

  • Personalize the journey for every visitor.

  • Show only the questions that matter.

  • Turn simple quizzes into powerful lead capture tools.

  • Increase conversions by guiding users to the right next step automatically.

Think of it as building smart shortcuts inside your funnel—so users only see what’s relevant, and you capture higher-quality leads with less effort.

🔎 This feature is available for Picture Choice, Multiple Choice, all Buttons and Loader Blocks.


Setup

❗ All inputs that you want to use in your rules need to have a System Label set.

Step 1: Set up the navigation

  1. Select the block where you want to configure Advanced Logic, e.g. Picture Choice, Multiple Choice, a button or Loader Block.

  2. In the Settings under Navigation, switch the navigation type to Advanced Logic.

  3. After that, you can view existing rules or add a new one.

Step 2: Create your rules

  1. Add your conditions. First, select a block. You can use inputs from the following block types: Image Choice, Multiple Choice, Input Field, Slider, Scale, Icon Rating, Select Block

  2. Depending on the block type, you can choose from the following operators:

    • Equals: Checks if the input exactly matches the selected value

    • Not equals: Checks if the input does not match the selected value

    • Contains: Checks if the input contains the selected value

    • Does not contain: Checks if the input does not contain the selected value

    • Less than: Checks if the input is smaller than the selected value

    • Less than or equal to: Checks if the input is smaller than or equal to the selected value

    • Greater than: Checks if the input is greater than the selected value

    • Greater than or equal to: Checks if the input is greater than or equal to the selected value

  3. Then, select a value, for example, from a list of options or a value you define. If no options are provided, you can leave this field empty.

  4. You can also set a condition group using the plus sign.

    This allows you to adjust the conditions within a group.

  5. Optionally, add more conditions. You can combine them with:

    • AND: All conditions must apply

    • OR: At least one condition must apply

  6. Next, define what should happen if the conditions are met. You can choose between:

    • Page: Navigate to a specific page

    • Next Page: Navigate to the next page

    • URL: Redirect to another website

  7. Give your rule a name by clicking on the rule name or the three dots menu. Here, you can also duplicate or delete a rule.

  8. Add more rules as needed. Use the back icon to return to your rule overview, where you can duplicate rules or add new ones at the top.

Step 3: Set up fallback navigation

In your rule overview, define which page users should be redirected to if none of the rules apply.

Step 4: Test your rules

Make sure your rules work as expected by testing them in Preview. In your rule overview, you can also expand the rules to review them at a glance.


Possible Use Cases

Advanced Conditional Navigation offers you a great number of possibilities; for example, rules are often used to pre-qualify leads or applicants

  • Insurance: Suggest tailored tariffs by combining key inputs such as age, family status, and coverage needs.

  • Recruiting: Match applicants to the right jobs by combining multpile criteria - faster hiring, better experience.

  • Real Estate: Show only relevant properties by filtering for budget, city, and must-have features.

  • Financial Services: Guide users to the best loan, insurance, or investment by combining income, risk, and goals.

  • Legal Services: Direct clients to the right consultation by combining topic, case type, and urgency.

  • Energy & Solar: Recommend the ideal product setup by layering answers like home size, heating type, and budget.

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