Using advanced conditional logic in CrocoClick forms & surveys

Conditional logic allows you to make your forms, surveys, and quizzes intelligent: conditional
questions, messages, and redirects automatically adapt based on the user's responses.

With conditional logic, you can, for example:

• Display only relevant questions,

• Create multiple paths within the same survey,

• Display personalized messages,

• Redirect to different URLs after submission,

• Automatically disqualify irrelevant leads.

1. Where can you find conditional logic?

You can use conditional logic in:

• Forms

• Surveys

• Quizzes

To access it:

1. Open your form/poll in the CrocoClick editor.

2. At the top left, click on the "Conditional Logic" icon (the central icon shaped like a path).

From this panel, you can create, modify, and organize all your rules.

2. What conditional logic allows you to do

Conditional logic always works on the principle:

IF a condition is true → THEN apply an action.

The possible actions are:

1. Show/hide fields

2. Jump to a page/slide (Jump To)

3. Display a custom message

4. Redirect to a URL (including after submission)

5. Disqualify a lead

You can create as many rules as necessary.

3. Types of actions in detail

3.1 Show/hide fields

Purpose:
Show only questions that are relevant based on previous answers.

Examples:

• If "Interest = Premium Offer" → display an "Advanced Questions" section.

• If "Customer type = B2B" → display "Company name" and "Team size."

• If "Answer = No" → hide questions that are no longer relevant.

You can target:

• individual fields (text, dropdown, radio, checkbox, etc.),

• static elements (text, image, HTML block, payment, T&C),

• groups of fields according to your design.

3.2 Jump to a page/slide (Jump To – surveys)

Purpose:
Create different paths in a survey or a long multi-page form.

Examples:

• If "Are you already a customer? = Yes" → jump directly to the "Existing customer questions" page.

• If "Score < 5" → send to a "Detailed Feedback" page.

The jump is evaluated when the user clicks on "Next."

3.3 Display a personalized message

Purpose:
Display a conditional message without changing pages.

Examples:

• If "Satisfaction < 3" → display: "
  Thank you for your honesty, an advisor will analyze your response."

• If "Budget < $1,000" → display an educational message rather than a premium offer.

• If "No" to a mandatory qualification question → warning or explanatory message.

Useful for:

• reassuring,

• inform,

• realign expectations.

3.4 Redirect to a URL (including after submission)

Purpose:
Adapt the landing page based on the user's responses.

You can:

• redirect immediately from a survey,

• or redirect conditionally after the form is submitted.

💡 This allows you, for example, to send the user to page A or page B based on their responses as soon as they validate the form.

Examples:

• If "Budget > $10,000" → redirect to a demo/appointment booking page.

• If "Profile = Beginner" → onboarding page.

• If "Profile = Advanced" → case study page.

• If "Choice = Option A" → /merci-option-a

• If "Choice = Option B" → /merci-option-b

You can create multiple redirection rules. CrocoClick will then apply the first rule that matches.

3.5 Disqualify a lead

Purpose:
Automatically filter responses that do not meet your criteria.

Examples:

• If “Budget < $5,000” → mark the lead as disqualified.

• If "Country" is not part of your service area → disqualify.

• If certain mandatory questions are not filled in → reject the submission.

You can combine this with tags or workflows to adapt the rest of the journey.

4. Create a conditional logic rule step by step

The builder always follows the same 3-step principle.

Step 1 — Choose the action

1. In the editor, click on "Conditional Logic."

2. Click on "Add a rule."

3. Choose the action:

   • Show/hide fields

   • Jump to a page

   • Display a message

   • Redirect to a URL

   • Disqualify a lead

Step 2 — Define the condition (IF...)

A condition is always based on:

• a field (or a slide for polls),

• a status (e.g., is equal to, contains, is greater than, is empty, etc.),

• a value (text, number, date, option).

Examples of conditions:

• If "Budget" is greater than 10,000

• If "Level" is equal to "Beginner"

• If "Satisfaction" is less than 3

• If "Email" is empty

• If "Country" contains "France"

You can add multiple conditions in the same rule with:

• AND → all conditions must be true

• OR → at least one condition must be true

Step 3 — Define the result (THEN...)

Depending on the action chosen:

• Show/hide fields → select the fields/elements to show or hide.

• Jump to a page/slide → choose the target page or slide.

• Display a message → write the message text.

• Redirect to a URL → enter the full URL (internal or external).

• Disqualify a lead → the form/survey is blocked or the contact is marked as unqualified.

Don't forget to save the rule at the end.

5. Examples of common scenarios

5.1 Path based on budget

• Question: "What is your monthly budget?"

• Rules:

  • If Budget < $1,000 →

    • Skip advanced questions

    • Display an educational message

  • If Budget > $10,000 →

    • Display advanced questions

    • Redirect to a demo page after submission

5.2 Existing vs. new customers

• Question: "Are you already a customer?" (Yes/No)

• Rules:

  • If Yes → skip to the "Existing customer questions" page.

  • If No → stay on the standard path (discovery questions).

5.3 Satisfaction & follow-up

• Question: "On a scale of 1 to 10, how satisfied are you?"

• Rules:

  • If Satisfaction ≤ 3 →

    • Display “Thank you for your honesty, we will analyze your feedback.”

    • (Optional) Tag for manual follow-up later.

  • If Satisfaction ≥ 8 →

    • Display a message inviting the user to leave a testimonial.

5.4 Conditional redirection after submission

Objective: send the user to a different page once they have validated the form.

• Question: "What type of support are you interested in?" (Option A / Option B)

• Rules:

  • If Option A → redirect to /merci-accompagnement-a

  • If Option B → redirect to /merci-accompagnement-b

CrocoClick automatically applies the redirection corresponding to the answer given.

6. Supported fields and operators

Compatible field types

• Text (single line, paragraph)

• Number, score, amount

• Date

• Dropdown (single or multiple)

• Radio buttons

• Checkboxes

• Terms & Conditions (T&C)

• File upload

• Signature

• Static elements: text, HTML, image, payment

ℹ️ Fields of the "Calendar" type are not taken into account in conditional logic.

Main operators available

Depending on the field type, you can use, for example:

• Text: equals, contains, starts with, ends with, is empty, is filled

• Number/Score/Amount: equal to, greater than, less than, between, is empty, is filled

• Date: before, after, between, is empty, is filled

• Dropdown/radio: equals, does not equal, is empty, is filled

• Checkbox/multi-dropdown: contains {option}, does not contain {option}, is empty, is filled

• T&C: checked / unchecked

• Upload/Signature: empty/filled

7. Rule behavior (order & priorities)

Some important points to know:

• Rules are read from top to bottom.

• For Redirection / Message / Disqualification actions:
  → only the first matching rule is executed.

• For Show/Hide fields:
  → rules can overlap, and the last ones take precedence.

• For surveys, Jump To rules are evaluated when the user clicks Next.

• Text comparisons ignore case (upper/lower case) and extra spaces.

8. Best practices & troubleshooting

If a field does not appear in the list of conditions (IF)

• Check that the field has been created.

• Click Save in the editor.

• Refresh the page, then reopen the conditional logic panel.

To keep forms readable

• Avoid putting everything on a single page: use several steps instead.

• Use conditional logic to shorten the journey for less qualified leads.

• Always test your form/survey in preview mode before publishing it.

To avoid unexpected behavior

• Place the most "general" rules at the bottom of the list.

• Group similar actions (e.g., all redirects) in the same place.

• Document complex logic (e.g., screenshot + text in your internal SOPs).

9. FAQ

Can I apply multiple rules to the same field?
Yes. Each rule is independent. CrocoClick evaluates them in order.

What happens if several redirection conditions are true?
The first matching rule (in the order of the list) is applied.

Can I combine disqualification and redirection?
Yes, by combining conditional logic + tags + workflows.
For example: mark the contact as "Disqualified" and redirect them to a suitable page.

Does conditional logic also work on mobile?
Yes, the behavior is identical on desktop and mobile.