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Tutorial 13 · Personalization

Carry unselected choices

Follow up on choices a respondent did not select, such as products they have not tried.

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 carry-forward

    Choose Carry choices into another question. Select Which products have you tried? and click Next.

  2. Set the target and mode

    Choose Which product would you discuss next? on the later page. Set Choices to carry to Unselected choices.

  3. Check the opposite list

    Click Next. Confirm the flow says unselected choices, then Save logic and publish. The list is the source’s available choices minus the current selections.

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 unselected 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 BetaThe next question offers Gamma.
Select only AlphaThe next question offers Beta and Gamma.
Select all productsThe next question has no available choices. Plan a skip or ending for this situation if needed.
In the app. Selecting Alpha and Beta leaves only Gamma in the unselected-choice follow-up.Click the screenshot to enlarge it. Press Escape to close.

Common mistakes and useful limits

  • Selected and Unselected modes create opposite lists; check the mode before saving.
  • An unanswered source currently leaves all source options unselected. Add a source requirement if that is not the intended experience.
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