What’s a Smart Form?
In the most basic sense, smart forms are dynamic. Instead of static words on a screen, smart forms can change based on how a user answers a question using conditional logic. Want to segment questions to different types of users? Perform complex calculations? Smart forms get the job done.
Smart forms function according to if/then conditions, for instance, if a user is paying for a subscription, then they will be asked about their usage; if a user is not paying for a subscription, then they will be asked if they want to sign up for one.
Here are some use case scenarios:
🔘Sending emails to different addresses according to user answers
🔘 Showing additional questions when a user chooses a specific answer
🔘 Skipping pages in a multipage survey depending on user answers
🔘 Offering different PDF downloads depending on the user’s choice
🔘 Showing a different Thank-You message based on user answers to a quiz
🔘 Password protecting a form
🔘 Not showing the submit button until the user makes a particular choice
How do I set up conditions on my forms?
Just follow the “Conditions Wizard” to smarten up your form.
1. ACCESS THE CONDITIONS WIZARD
Click SETTINGS in the top menu, then CONDITIONS in the left menu.
2. SELECT A CONDITIONAL LOGIC OPTION
Select the condition you need.
What each conditional logic option does
SHOW / HIDE FIELD
The Show/Hide field shows or hides a field when a specified condition is met. For example, if a user answers “Did you use our product?” with “Yes,” then the form will show “How would you rate it?” If a user answers “Did you use our product?” with “No,“then the form will hide “How would you rate it?“
Here are some guides related to this function:
UPDATE / CALCULATE FIELD
You can create conditional logic rules to perform calculations. Let’s say you want to add values from two different fields and have the solution appear in a text box labeled “Total.” You can specify the fields to be added and when they should be added.
Check out the guides below to learn more about this conditional logic option:
ENABLE / REQUIRE FIELD
This option allows you to set a form field as REQUIRED or NOT REQUIRED depending on the user’s input. You can also ENABLE or DISABLE form fields. This option can be used to conditionally set or change a field’s Content Mask. The Content Mask helps users enter data by ensuring a predefined format, such an international phone number, will be followed.
Here are some guides related to this conditional logic option:
SKIP TO / HIDE A PAGE
It is also called skip logic. It allows you to skip or hide pages based on a user’s answers. You can ask additional questions on a new page or simply end the form.
Below is a guide with more details on how to use this feature:
CHANGE “THANK-YOU” PAGE
In this option, you can redirect to a different Thank-You page according to the form submission. Let’s say you list your white papers in a dropdown list and prompt the user to select one. After the form is submitted, the user will be redirected to the white paper they selected.
You can also display a customized Thank-You page according to the form response. If your form is a quiz and the user’s responses for the quiz are not correct, it might be useful to provide the answers or additional resources on the next page.
Here are some guides that might help you with this feature:
CHANGE EMAIL RECIPIENT
Send different email alerts based on your users’ responses. Let’s say you have a dropdown question with options like “Sales“, “Support“, etc. If a user selects “Sales,” then a response will be sent to the sales department.
Here’s a comprehensive guide on how to set up email alerts with conditions:
3. SETTING UP A CONDITION
This screen is a dynamic form. The fields you’ve added and the choices you have set determine the IF / THEN fields. For example: If the department field is equal to sales, then the notification email goes to email@example.com.
Once you complete a condition, save and test your interactive form. Make sure that the condition is working properly before adding more conditions or your smart form will turn out to be not so smart.
How’d you do? Did you have any difficulties understanding this guide? Please share your thoughts in the comments section below.