Branching Logic & Actions
Route customers by their answers — and trigger emails and tags — with worked examples.
How logic works
Branching logic makes the survey react to each answer. A rule = a condition about the answer + an action that fires when it matches. Rules are built visually in the survey's workflow tab, per question. Without rules, the survey simply runs page by page.
Where to find it
In the survey builder, click the Workflow tab. Each question appears as a card. Click a card, then click Add new logic
What a logic rule has
Part | What it does |
|---|---|
Conditions | When the rule runs — for example, when the rating is Less than 3. |
Navigation Action | Where the customer goes next: Continue to next question, Go to specific question or End survey. |
Additional Actions | Optional: Add customer tag or Add order tag to tag the customer or order in Shopify. |
The available conditions depend on the question type.
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