What can I learn from this page? | Guidance on how to set up a demographic branching rule |
Who is this guide for? | Account Admins, Survey Admins, Survey Creators |
Demographic branching rule provides a personalized survey experience by allowing you to customize which questions are displayed to different participants depending on their demographics.
There are cases where you may want to show or hide questions to a specific group, for example only show a question to Managers in the Finance team, this support guide provides instructions on how to do that.
How to add demographic branching rule in the new survey designer?
1.) Expand question and click Display Rule
2.) A modal will appear where you can add rule to show/hide that specific question
3.) To add multiple conditions click Add Demographic Rule
Note: When adding multiple rules, the rules for each demographic must all be met in order for the dependent question to be displayed.
In the example above, the question will show ONLY for participants who are in Age: 25-34 AND Department: Engineering AND Country: United States. This means that if a participant has Age of 25-34 years old, and is from the Engineering department, but is not from the United States, the question will not show to that user.
4.) Upon hitting done, the modal will close and the page will refresh giving you an indication that the rule has been successfully added
Example scenarios of what you want to achieve and what rules to add
Scenario | Example Rules | Result |
I want to show this question only to Finance department. | Department is Finance | Question will show only for users who are in Finance department at the time of survey launch. |
I want to hide this question for Finance department | Department is not Finance | Question will show only for users who are not in the Finance department. |
I want to show this question either to Engineers OR female employees only | *Currently, we do not support OR between conditions. This is not possible unless you create hybrid demographics containing all the options in a single demographic* | This is not possible. |
I want to show this question for employees in Australia or New Zealand, who are Senior managers and have been in the company for 1-2 years. | Country is Australia, New Zealand
AND
Manager level is Senior
AND
Tenure is 1-2 years | Question will show for users who are in Australia OR New Zealand
AND Manager level is Senior only
AND Tenure is 1-2 years |
FAQS
What if I need to change my branching question after the survey launch?
Changing the rule or changing the demographic value assigned to the user will not have any effect on what the participant sees. You will need to reach out to support letting them know what changes have been made so that we can update your survey. Please note that updating the survey will update the questions shown to participants who have not answered the survey. The update will also move the response participants have submitted to the question to their new demographic value if this has changed since the survey launched.
💬 Have any questions? Just reply with “Ask a Person” in a Support Conversation to speak directly with a Product Support Specialist.