Knowledge

Logic & Branching

Using branching in Netigate

In Netigate it is possible to control the flow of the your questions and how they are shown to your respondents with the help of logic. To use the logic function you simply click the logic symbol that is shown in each question.

Note! We strongly recommend that you build your entire survey before you add the logic to your questions

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If you’ve already added logic to your questions the logic symbol will be shown in green to notify us of this, in addition to this the existing logic will be shown under “Current rules” after you’ve clicked the symbol. You can edit these by click them or delete them by clicking the trash can. If you do not have any logic in this question, click “Add new rule” and the window will change so we can add our own logic. We can now choose if we want to hide, notify, jump to question or jump to url from the dropdown menu at the top left corner followed by the set of rules that will decide when the logic should be used. An example of such set of rules could be if the respondent answer “Yes” on question 1 they will jump straight to question 3 and skip question 2. To add additional rules you click “Add condition +” you can also add a new group of conditions, to do that you click “Add group +” ones you’ve added your rules for the logic you click “Save”. You can now click “Close” and the logic symbol will be shown in green to notify us of the existing logic.

Note! We strongly recommend that you do not change the order of your questions after you’ve added logic, if you do. Make sure that the logic is still valid by testing the survey.

We’ll now go through a couple of examples of how to use logic in Netigate.

The most common type of logic are jumps where the respondents will jump from for example question 1 to 3 if the they leave a positive answer on the question: What do you think about Netigate as a survey tool? The reason for these kind of jumps are when we want to ask a follow up question to the respondents gave a negative answer to the question and ask them What can we do to improve? What’s important to think about here is that when we create our logic and jumps we do it for the respondents that shouldn’t answer the follow up question. The respondents that should answer the follow up question (question 2) will continue as normal through the survey when they answer Q1 and therefore we do not need to create a jump for them.

So let’s start by creation our questions and then clicking the logic symbol in the top right corner of the question.

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We add the logic by clicking add new rule. In this case when the respondents that give a negative answer (1 Very poor, 2 and 3) should get the follow up and the respondents that give a positive answer (4 and 5 Excellent) should skip past the follow up we add the jump in the following way: I want to jump to question 3 When the answer to question 1. What do you think about Netigate as a survey tool is greater than 3.

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Since we add the logic this way (greater than 3) we inclued both option 4 and 5 Excellent. So all the respondents that answer 4 or 5 Excellent will now jump straight to question 3. The respondents that answer 1 Very poor, 2 or 3 will continue to the next question (2. What can we do to improve?). So now we do not have to create a jump for them.

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At the red marking it is now shown that this question contains logic, the tab (1) will be highlighted and the logic symbol will turn green.

Now lets say we would want to add an additional follow up question to the respondents that give a positive answer (4 or 5 Excellent), we’ll make sure that this new follow up question is question 3 and what we need to do now is to make sure that the respondents that gave a negative answer do not get this follow up question.

What we need to do now is to create a jump on question 2. We’ll do just as before and click on add a new rule and add a jump to the end of the survey (since in this case we won’t be creating any more question) if the answer to question 1. What do you think about Netigate as a survey tool? is less than 4 which affects options 1 Very poor, 2 and 3.

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In this way we can create jumps/logic for our questions in the survey and make sure that the respondents are only shown relevant questions. In our example above we have only created direct jumps for follow up questions, but it is of course possible to jump later on in the survey, for example if the answer is No to question 1 the respondents should jump from question 10 to 14. The setup is exactly the same, we position ourselves on question 10 and create a new rule that states jump to question 14 if the answer to question 1 is No.

We can also use the logic function to hide parts of questions (for example specific options) based on answers given earlier in the survey.

Let’s say that we have a checkbox where the respondents have to say which TV channels they watch and then later on the in the survey ask them to grade the specific TV channels they said that they regularly watch. This means they will not have to grade TV channels they never watch and it makes it easier for them to answer the question.

To set this up we first of all have to create these two questions.

Let’s start by creating the checkbox, Please tick the boxes for the TV channels you regularly watch.

Now create the follow up question, I will in this case create a matrix with a scale of 1-5 and use our smiley function. Now click the lower logic symbol on question 2 (with the matrix) to create the logic that decides which row (TV Channels) should be shown for the respondents.

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When we add the logic we will now say that: “I want to: Hide, Channel 5. When: The answer on, Question 1 is different from channel 5. The reason for choosing is different from is that we can now very easily hide an option in this matrix when the respondents has not ticked the correlating box in question 1.

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