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Tutorial 12 · Personalization

Carry selected choices

Ask a follow-up using only the choices the respondent selected earlier.

Step-by-step guideSetup · Flow · Test

1. Prepare the survey

Open a practice survey from Home and click Edit. Add these pages and questions in the order shown. Click a question type in the builder palette, then select the question to edit its label and choices. Use Add Page for later pages.

PageQuestionType and setup
ProductsWhich products have you tried?Multiple choice · Optional initially · Choices: Alpha, Beta, Gamma
Follow-up choicesWhich product would you discuss next?Single choice · Optional initially · Choices: Placeholder · Its own choices will be replaced by carried choices

2. Configure the logic

  1. Choose a source question

    Choose Carry choices into another question. Select Which products have you tried? and click Next. Use a multiple-choice source so respondents can select several products.

  2. Choose the target

    Select Which product would you discuss next? on the later page. This target must be a single-choice, multiple-choice or dropdown question.

  3. Carry selected choices

    Set Choices to carry to Selected choices. Click Next and confirm the flow names both questions.

  4. Save the choice relationship

    Save logic and publish. The target list is populated from the source selections; its placeholder choice is replaced.

In the app. Choose the earlier answer that will supply this personalization.Click the screenshot to enlarge it. Press Escape to close.
In the app. Set the later question and the text or choice list it should receive.Click the screenshot to enlarge it. Press Escape to close.

3. Review the logic flow

Read the final flow before saving. For conditional rules, YES means the condition matches and NO means it does not. An unanswered source can leave the rule waiting. Use Try answers when it is available, or Back to adjust the setup. View full survey flow provides the surrounding page order and saved rules.

In the app. The final flow review for carry selected choices, before Save logic.Click the screenshot to enlarge it. Press Escape to close.

4. Save and publish

  1. Save the reviewed logic

    On the final wizard step, click Save logic. Your changes join the survey draft. If the tutorial creates more than one rule or setting, complete and save every part before publishing.

  2. Confirm the draft is saved

    Close Logic. Wait for the builder’s save/sync status to complete. You can reopen Logic to check the saved rule or setting. Save logic does not by itself update the public survey.

  3. Publish the survey

    Click Publish in the builder, then Publish Now in the confirmation. Use the public link to test the published survey. After later edits, publish again before checking the live result.

  4. Test in a fresh respondent tab

    Start with a fresh public survey tab. If you already had an older published version open, reload and start a new response. Use a practice survey for test submissions.

5. Test the respondent experience

Run both the matching and alternative cases. Change answers and revisit earlier pages where the test asks you to, rather than testing only one path.

Try thisExpected result
Select Alpha and Beta, then NextThe follow-up offers Alpha and Beta, with Gamma omitted.
Back, deselect Alpha, then NextOnly Beta is offered. A stale Alpha answer in the target is cleared.
Select no productsThe carried list is empty. Require the source or choose a suitable separate path if a follow-up answer is mandatory.
In the app. Selecting Alpha and Beta offers only those products in the follow-up.Click the screenshot to enlarge it. Press Escape to close.

Common mistakes and useful limits

  • Keep the source before the target in the page/question order.
  • Do not make an empty carried-choice question required without planning what happens when the source is unanswered.
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