With Optimal’s logic capabilities, you can create dynamic survey experiences that feel personal, not repetitive. Logic ensures each participant sees only what matters to them, helping you get higher-quality data, reduced drop-off rates, and more targeted insights.
Logic capabilities available in Optimal:
1. Display logic
Use display logic to show or hide questions or answer options based on participants’ earlier responses to Radio, Likert, and Dropdown questions.
Show/hide any question or answer, regardless of type.
Combine multiple display logic conditions to one question.
Note: Display logic is not available for post-task questions
Example:
Q1: Do you own a pet? Yes / No
Q2: What kind of pet do you own? (This question only appears if the participant answered “Yes” to Q1)
To begin, click on the question you would like to apply logic to under Setup > Study Flow. Then, click on Add display logic on the bottom of the right side.
There are a few important behaviors and limitations to keep in mind when setting display logic up in your study. To learn more and get tips on best practices, please reference this help doc.
2. Branching or skip logic
Branching logic lets you guide participants through your study by directing them to specific questions, ending the study, or rejecting participants based on their answers. Branching logic is available based on responses to Radio, Likert, and Dropdown questions.
To begin, click on the question you would like to apply logic to under Setup > Study Flow. Then, click on Add branching logic under your answer options.
You can set what happens after an answer in:
Screener questions: Next question, Reject, or Go to study
Pre-study questions: Next question, Go to a specified question, Go to study
Post-study questions: Next question, Go to a specified question, End study
Survey questions: Go to next question, Go to a specified question, or End study
You cannot jump backwards to earlier questions (e.g., from Q2 to Q1).
Branching logic is not available for post-task questions
Note: If you add logic to your study, you won’t be able to randomize your study questions.
Example:
Q1. Have you traveled internationally in the last year?
Yes → Go to Q2
No → End study
Please note that the following logic capabilities are not yet available in Optimal.
1. Carry forward or answer piping
Currently, you cannot carry answers from one question into following questions.
Example Q1. Which shoe brand have you purchased the most in the past 12 months?
Nike
Adidas
Puma
Q2: (Only show brand selected in Q1) How satisfied were you with your Adidas purchase experience?
2. Quota
Quota limits control how many participants qualify for certain survey paths based on criteria, such as geographic location. For example, you could set a quota of 50 participants from Canada. Once the quota is full, additional participants who meet that criteria can be redirected, disqualified, or shown different questions.