Conditional logic lets you create dynamic forms that change based on the user's input. It can be used for:

  • Qualifying or disqualifying leads: Based on the answers provided, you can automatically segment leads into different categories, helping your team focus on the most promising prospects.
  • Redirecting users or displaying custom messages: After form submission, users can be directed to specific pages or shown tailored messages based on their responses.

Read on to learn how to implement conditional logic in forms.

Access the Form Builder

First, navigate to the Sites section and select the Form Builder. Choose to create a new form from scratch or edit a form in your list.

Customise Your Form

Customise the form to suit your needs by including fields for full name, phone number, and email. Make sure essential fields are marked as required to capture user input.

You can also add custom fields to extend the form's functionality. If you haven't created the custom field yet, you can do so in this section. Use dropdown menus, checkboxes, or other input types that support binary or multiple-choice answers. For example, you might add a dropdown asking if the user has already scheduled an appointment, with 'Yes' and 'No' as options.

Set Up Conditional Logic

Once you've added the field that should trigger the conditions, click the Add Conditional Logic button on the upper left-hand panel.

You'll then see options to redirect users to different URLs, display custom messages, show or hide fields, or disqualify leads based on their answers.

Each option requires you to select the field from the dropdown menu, select an operator, and insert a value if required.

Check for multiple criteria using the And/Or operations, then finish configuring the condition to your preferences.

Save the condition once you're happy with it, then add more criteria if needed.

📌Note: Conditions will be executed in a top-down order and can be modified or deleted at any time.

Once you're done, remember to save and test your form. This feature is great for qualifying leads and segmenting them based on their responses, allowing for more targeted follow-up.

Troubleshooting Tips

My conditional logic isn't working as expected. What should I do?

  • Ensure all conditions are correctly set and that there are no conflicting rules. Review each step to confirm that the logic matches your intended outcome.