Articles in this section

See more

How to use Conditional Forms

Avatar
Niall Byrne
Updated
Follow
The conditional forms question is a dropdown-style question for the feedback button that lets your visitors select the subject of their feedback. It allows you to show them relevant follow-up questions based on their answer.
 
The advantage of using the Conditional Forms is twofold. Firstly, your users are shown a relevant feedback form. Secondly, you're able to automatically categorize your incoming feedback based on their answer.
 

Setting up Conditional Forms

In order to set up Conditional Forms for your Feedback Button, you'll need to go to the "Buttons & Forms" setup page. In the "Setup" page navigate to the Feedback form for which you want to set up the Conditional Forms and click on "Edit Feedback Form".
After clicking you'll be redirected to the "Feedback Form Editor" for the feedback form where you'll be adding the Conditional Forms question too. To add the Conditional Forms question to your feedback form, click "Drop down" button found on the right-hand side in the Conditional forms block.



After adding the drop down to your feedback form, you will be presented with the drop down editor. Here you can add

  • The title, describing the visitor of your website what the drop down does.
  • The field name, that will be used as the column name when exporting your feedback data.
  • The empty value for when no choice is selected.
  • The conditions you want to appear in the drop-down.

For each condition, you may also add labels. Adding the labels allows you to automatically add labels to the feedback back items based on the answer in the dropdown given by the visitor. Adding labels allows you for easier feedback management and segmentation.

Once you’ve added your conditions click on on the "Ok" button at the bottom of the modal and close the Conditional Forms element editor. Doing so will return you to the feedback form again. You will notice that your feedback form will now have tabs added at the top of the form for each of your added conditions

Each of these tabs is, effectively, an independent Feedback Form where you can ask questions and gain feedback relevant to the condition. When a visitor chooses a Conditional Forms, they are presented with the appropriate form to fill out when leaving feedback. Once you've edited all the forms to how you need them, save your newly edited form.

Using Conditional Forms especially comes in handy when you want to ask very specific questions regarding the subject. For example, asking the user when he leaves feedback regarding a bug if it has happened before. Or asking a visitor leaving a compliment if he wants to be contacted for a testimonial.

Now, whenever the relevant button is used, the visitor can make a choice of conditions to base their feedback on.

Related articles