Add conditional logic
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As a responder is going through your flow, you’ll likely learn information about them that will prompt you to show them a different experience. You can take responders through different paths of your flow by applying conditional logic at the question level, the step level, or the group level.
In Formsort, you add conditional logic to the question, step, or group that you want to be displayed to the responder who matches that criteria.
Take this design below. I want cat and dog owners to be shown the green step because they are eligible for my services, but other pet types to be shown a disqualification screen.
Sometimes, you’ll need to determine whether a responder meets your eligibility requirements—and if they don’t, stop them from proceeding through the rest of your flow. This is a common use case for conditional logic, and it allows you to tailor the experience for ineligible responders while collecting only the information you need.
Before building your disqualification logic, consider the following:
What are the qualification criteria for my service?
What information do I still want to collect from disqualified responders who may qualify in the future?
Where should disqualified responders go next—should they be redirected, emailed, or shown a custom message?
Determine your qualification criteria. Common criteria include age, location, or specific answers to questions like medical history or income range.
Collect the right data. Add the necessary steps and questions to your flow so you can evaluate each responder. For example:
Use a select question with a choice library to list all 50 U.S. states.
Ask a yes/no question to confirm a qualifying condition (e.g. “Are you 18 or older?”).
For more accuracy, calculate age from the responder’s date of birth using a calculated variable. Learn how to calculate age from date of birth →
Add a disqualification step or group. Create the step (or group of steps) that disqualified responders will see. This might be a simple message ending the flow, or a series of steps to collect follow-up info or offer alternative next steps.
Apply conditional logic. Add logic to the disqualification step or group so it only shows for responders who do not meet your criteria. Place this logic at the point in the flow where disqualification should occur.
Tip: If you're redirecting responders at this point, make sure they won’t hit later steps unintentionally.
Configure the end of the flow. Once responders reach the disqualification step, consider what you want to happen next:
Redirect to a help center or FAQ
Show a friendly message explaining why they aren’t eligible
Offer an email sign-up to notify them when they become eligible Learn more about finalizing flows →
If your eligibility logic is complex or subject to change, you can streamline it with more advanced tools:
Use a calculated variable Write a function that determines eligibility in one place, referencing multiple values (e.g. check if the responder’s state is in a list of eligible states).
Call your backend with an API variable Send responder data to your server and receive a response indicating whether the user is eligible. This allows you to centralize and update logic outside of the Formsort editor.
