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Adding Routing Logic to your Study
In Upsiide, Logic is made up of Logic blocks. These blocks help you route respondents through your study depending on their questions response, screener response or demographic information. Study flow is treated linearly, so study elements are executed in the order they are programmed in.
Here is a video demo of how to add routing logic to your study:
Configuring Routing Logic
Upsiide has extensive configurability in its routing logic, enabling you to set parameters based on demographics, screener responses, and study answers, along with multi-condition logic. This flexibility allows you to effectively guide respondents through your study.
Routing logic can be configured based on:
Study - Respondent answers from earlier in the study
Screener - Respondent answers from the pre-study screener
Demographics - Respondent demographics
Condition - Choose your initial condition, it can be a Study Question, Screener Question, or Demographic
Logic - Choose your logic 'Is/Is not', and if you add multiple options on the first condition you can add an 'And/Or'
Multi-condition logic - Select the '+' sign and choose whether it's 'And if' or 'Or if'. You can use this to combine multiple conditions, whether Study Question, Screener Question, or Demographic
Destination - Choose where you want the respondents who meet the conditions to be routed to
Understanding the Rules of Logic
For best practices and efficient use of logic in Upsiide, it is important to understand the root functions.
1. Upsiide's Default
By default, Upsiide routes respondents sequentially through a study - from one section to the next. This means you don’t need to program logic that simply moves respondents from Question A to Question B. That happens automatically.
The main use of logic is to redirect respondents away from the default sequence. This can happen in two ways:
If a respondent selects a specific option, they can be routed to a different question or section.
If a respondent does not select an option, they can be routed to a different question or section.
Rule of thumb: Unless otherwise specified, respondents will always proceed to the next sequential question.
2. Logic to Logic Routing
Sometimes studies require more advanced rules - beyond “if X, then go to Y.” For these cases, Upsiide supports logic-to-logic routing, which links multiple logic conditions together.
This allows you to build chains of conditions where respondents are shown only the questions that apply to them.
A use case for logic to logic routing would be follow-ups to multi-select questions.
Example: You ask respondents which fast food restaurants they have visited, then route them through a logic chain so they only see the follow-up questions related to the restaurants they selected.
How to set up logic to logic routing
Program each logic block before the question/section it controls.
In the Destination field, select the next logic block in the sequence.
Repeat for each block until your chain is complete.
Double-check by hovering over each logic block - arrows will show the routing paths.
3. Avoiding Redundancies in Logic Programming
When setting up logic, keep in mind that some conditions are already covered by defaults. Over-programming can make your logic harder to manage without adding value.
You do not need to use logic to route respondents to the next question - this happens by default.
If you’ve set up logic to route respondents who selected A or B away from a section, you do not need to create additional logic routing those who selected C or D back into that section.
In screening questions, avoid duplicating conditions by using both easy logic and routing logic for the same rule. One is enough.
If you use the condition “is not” in routing logic, you do not need to separately program the “is” condition - it is already implied.
FAQ
I can't find the skip logic function, where is it?
We no longer support skip logic, as the logic is no longer attached to the question. Instead, you can use 'go to' logic before the question and select the following question and your respondents will skip the question!
Can I add logic within a question group?
Yes, logic can be added anywhere in the study. This is one of the main benefits of logic being its own block.
Can I add logic based on multiple questions?
Yes, you can add logic based on multiple questions. Simply select the '+' button in the logic block.
Can I add logic based on demographic or screener questions information?
Yes, you can add logic based on demographic information and screener questions. Simply select 'Demographics' or 'Screener in the logic block.