Using Smart Routing to Display Different Messages Based on Form Responses

Written by Formstack on July 20, 2011

Posted in Form Hacks

Today we are going to make a survey that will display different products based on the answers the user chooses.

We will be using the pre-built Alumni Survey to recommend different job sites to recent graduates.  First create a new form, and select Alumni Survey in the Pre-Built form drop-down list.

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I am going to keep it the way it is, for demonstration purposes, but you can change it up any way you want.

After you have the form set to your liking, you can start setting up the different custom messages based on the user’s selected answers.

So lets say we want to recommend a job search website called “monstrosity.com” if the user of the form chose the answer “staff level” as his last position and the site “CEOjobs.com” if they chose “executive director”.

We go to Settings > Emails & Redirects > After the Form is Submitted > Click here to change.

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Now click “Display Custom Message” and in the text box enter in all of your super convincing information to entice the user to go to the appropriate website.

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Now that we have a sweet message for the user, we need to set up our “Smart Routing” to make sure they get this message. So we’re going to click on “Use Smart Routing”.

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Then we are going to set the “smart routing” to use the “last position” question and the answer “staff level”. That way, when the “last position” question is answered this way,  the user will see this message.

Now we just set multiple separate submit actions for all the different products we want to suggest.

Like this, four options, four actions:

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And DONE!  So now we get to test it. Check out the finished form below: