Embedding a Survey with Conditional Logic
How to create a survey question that filters another question. The example uses counties and zipcodes.
1. Define the Use Case 0:17
2.Plan your approach
Example scenario: Filtering zip codes based on the selected county or island for a contact list.
3. Prepare Source Data 0:30
Create a list of zip codes and counties.
Ensure the data is organized in a spreadsheet.
4. Create County Template 0:48
Upload the spreadsheet containing the counties.
Name the template 'counties'.
Check and confirm the field settings.
5. Import County Data 1:28
Select the appropriate columns from the spreadsheet.
Evaluate and import the county data into the survey.
6. Create Zip Code Template 1:49
Upload the spreadsheet containing zip codes.
Name the template 'zip codes'.
Ensure the field types are correct (numeric or text).
7. Link Zip Codes to Counties 3:02
Set the county name field to source from the counties template.
Save the zip code template.
8. Import Zip Code Data 3:49
Evaluate and import the zip code data, ensuring it connects to the county list.
9. Create Contact List Template 4:36
Manually create a new template for contacts.
Add fields for name, phone number, email, county, and zip code.
10. Set Up County Selection 5:13
Configure the county field to select from the counties template.
11. Set Up Zip Code Selection 5:37
Configure the zip code field to select from the zip codes template.
12. Implement Conditional Logic 6:31
Set up conditional logic to filter zip codes based on the selected county.
Ensure that the county name is included in the list for filtering.
13. Test the Setup 7:44
Open the contact list in a new window.
Verify that selecting a county filters the zip codes accordingly.
Link to Loom