A survey does not have to ask everyone the same questions. Under every question in the survey builder, two buttons change who is asked what:
- + Ask only when… — the question is asked only when its conditions hold. Everyone else skips it.
- + End the survey here when… — after this question, the survey ends for the visitors whose answers match, with a thank-you line of its own.
And under each text — the question, its line, each choice — Insert dynamic value puts an earlier answer, or something known about the visitor, into the words.
Ask only when…
Click + Ask only when… under a question. A box opens with one condition filled in — on the answer to the question before it, or, on a first question, a value of the visitor. Change it, add more, and click Done. Shut, the box reads as one sentence, with Edit and Remove beside it:
Asked only when “What’s holding you back?” is The price is too high
A visitor the conditions do not hold for skips the question: it is not required of them, and not counted as unanswered.
Start differently for different visitors
+ Ask only when… works on the first question too. The survey then starts at the first question whose conditions hold — so several first questions can each speak to their own visitors: one for visitors from a paid search ad, one for visitors whose industry is Retail, and one with no condition for everyone else.
End the survey here when…
After this question, the survey ends for the visitors whose answers match: their answers are sent, and they see the thank-you. Thank-you line for them (optional, e.g. “Thanks – enjoy looking around!”) replaces the design’s thank-you text for those visitors; left empty, they get the usual one. An end rule can read the answer to this question and to the ones before it. Shut, it reads Ends the survey here when “…” is Just looking for now.
Conditions
+ Add a condition adds up to 5 to a rule. With two or more, choose All of these must hold or Any one of these is enough. A condition reads one of:
- An earlier answer — any question before this one; for an end rule, this question too.
- Who the visitor is — Country, Region, City, Traffic source (Direct, Organic search, Paid search, Social, Email, AI assistant, Referral, Internal), Visits so far, Search words, Device (Desktop, Tablet, Mobile), Page language, Page address, Came from, the URL parameters utm_source, utm_medium, utm_campaign, utm_term and utm_content (or any other, typed by its name), and every one of the account’s visitor attributes — industry, company, plan, anything imported from a CRM.
A visitor value is what Personyze knows when it shows the survey — from the visitor’s profile, this visit or the page.
What a condition can ask
| It reads | It can ask |
|---|---|
| One choice | is any of, is none of, is answered, is not answered |
| Several choices | includes any of, includes all of, includes none of, is answered, is not answered |
| Rating 1-5, Scale 0-10 | is, is not, is less than, is at most, is more than, is at least, is between, is answered, is not answered. On a 0–10 question, one click sets Detractors 0-6, Passives 7-8 or Promoters 9-10. |
| Short answer, Long answer | contains, does not contain, is answered, is not answered |
| A visitor value | The same, by the kind of value — words, a number, or one of a list — with is known and is not known in place of answered. Several words are separated by ;, e.g. Retail; Software Development. |
Skipped questions and unknown values
Two rules decide who a condition catches:
- A condition on an answer needs an answer. It is false for a visitor who skipped that question or was never asked it — even is none of or is not. To catch them, use is not answered.
- A condition on a visitor value needs a value. Every operator is false on an empty value except is not known. So “Industry is none of Retail” does not match a visitor whose industry is unknown — which is most visitors. To include them, add “Industry is not known” and choose Any one of these is enough.
What the builder keeps right
- Renaming a choice renames it in every rule; removing one takes it out of them. Removing a question other questions read asks first, then takes those conditions out with it.
- What cannot work is said in red where it is: a condition on a question that now comes after this one, a rule no visitor can meet (“…so nobody is asked it”), an end that never ends the survey.
- A question only some visitors reach is marked “· only for some” in the Preview screen list.
Dynamic values in the words
Insert dynamic value sits under the question, under its line, under each choice, and under an end rule’s thank-you line. The picker — “An earlier answer, or what is known of the visitor, their visit or the page.” — has a search box and four groups:
| Group | What it holds |
|---|---|
| Earlier answers | The answers to the questions before this one only. On a first question: “None yet – only the answers to questions before this one can go here.” |
| Who the visitor is | The account’s visitor attributes: first name, company, industry and every other. |
| This visit | Country, Region, City, Traffic source, Visits so far, Search words. |
| This page | Device, Page language, Page address, Came from, the utm parameters, and Another URL parameter, by its name. |
If unknown, show: is what a visitor with no value reads. It is prefilled where a phrase is obvious — “your city”, “there” for a first name — and can be changed or cleared. Insert puts the value in at the caret, written as {{key|fallback}}. Under the field the builder shows Visitors read: and, where there is a fallback, With nothing to fill in:.
Example: What brought you here from {{visit.city|your city}}? reads “What brought you here from Lyon?”, or “…from your city?” when the city is not known. Where some visitors will have no value and there are no words to show instead, the builder asks for them in red.
Previewing every screen
Above the preview in step 1, the Preview screen bar has a dropdown and ‹ › arrows:
- As a visitor meets it (the default) — the preview works like the live survey: answer it, and the rules decide what comes next.
- Questions — every question, whatever its rule. The ones only some visitors reach are marked “· only for some”.
- Thank-you screens — Thank-you, and After question {n}: “…” for each early end with a thank-you line of its own.
Picking a screen shows it at once, with the note “Rules are set aside here, so every screen can be checked – including the ones only some visitors reach. Pick “As a visitor meets it” to answer it for real.” Nothing is saved by picking a screen.
Related
- Surveys — building the questions
- Where survey answers go — send a lead only when it is one
- Worked example: an exit survey on a pricing page — every rule on this page in one survey
- Targeting rules — the same visitor values, for campaigns
- Troubleshooting — a question that never shows