How-To: Adding/Using Conditional Logic

Written by Amy Jorgenson on May 19, 2014

Posted in Form Optimization

Shorter forms generally have a higher completion rate. Let’s be honest, no one likes to pop open a form and see a million questions staring at them! It’s a bit overwhelming to say the least, especially when all you want to do is place a single order and all the fields/questions aren’t applicable to you.

Let me share a quick and easy way to streamline your order forms to prevent frustration and promote conversion! Our use case for this will be pretty simple:

You are selling school supplies. You need a way for your customers to order these items and select quantities, but some people may only need a folder or two and you’d only like them to see one product/quantity field and others may be ordering multiple items and will need more fields to display. The person ordering one or two folders doesn’t need to see 25 item/quantity fields. So, you can set your form up with one product/quantity field automatically showing and then ask your customers if they want to order more products. If they check that they do, you can trigger additional fields to show.

To accomplish this, create all of your potential fields that you will want to offer. Then, apply Conditional Logic to the fields you want to show only if needed.

Let’s start with the fields…I used Select List fields for my supplies and quantities and Checkbox fields for my “Order another item” fields. To help myself organize my “Order another item” fields so that I don’t get confused as I start adding Logic based on them, I set the labels to “Another 1”, “Another 2”, and “Another 3” – I hid those labels via the checkbox next to the field Label so that my customers don’t see them, but I can still use them behind the scenes.

University-Form-Video-small

The text that shows on the form is the field Option – which are all the same: “Order another item”.

https://s3.amazonaws.com/uploads.hipchat.com/24541/188516/SzNvA8MW7xYYoj5/Screen%20Shot%202014-05-19%20at%2010.20.33%20AM.png.jpg

Now for the Logic….there will be no Logic set on the first three fields across the first row, but on the second row of fields you will need to set Logic so that the fields show if the first “Order another item” field (Another 1) is checked:

https://s3.amazonaws.com/uploads.hipchat.com/24541/188516/ZnoBWvQgu2sHVz5/Screen%20Shot%202014-05-19%20at%2010.21.06%20AM.png.jpg

The third set of fields will need similar Logic, but based on the “Another 2” field – the second “Order another item” field. And the fourth set of fields will all need Logic based on the “Another 3” field being checked. Once these are set, the form will flow as the gif shows above and your customers will see a concise form based on only the items they’d like to purchase! You can always add as many product/quantity fields as needed and keep applying the Logic! Just remember, you will need to add ALL potential fields to the backend to give this type of control and experience to the customer on the frontend.

Need more help or have questions? Check out our Product Knowledge Base or contact our Support Team at support@formstack.com and we’d be happy to help!