What is Conditional Logic?
Conditional logic lets your Enroll Form react to answers in real time — showing follow-up questions only when they're relevant and hiding them otherwise. You can apply it to any Yes/No, Single-Select, or Multi-Select question, or to an entire block of related questions (such as emergency contacts). The result is a shorter, more personalized form for every enrollee.
To get started, open your form at My Company › Forms › Enroll Form.
On the Enroll Form Editor, you can see all your conditional logic questions at a glance as the responses appear in green, red, or blue.
How to Create a Conditional Field
Before a question can be conditional, it must be nested inside the question that controls it (the "parent"). Follow these four steps:
Select the field you want to make conditional. Click the up/down arrow on the left side of the field label. (See "Move field" tooltip in the screenshot below.)
Click the up/down arrow on the left side of the field label.
Then, choose the field you want to nest it inside by clicking the down arrow on the right (when you hover over it, you'll see "Move into the field").
This converts the field from an independent element into a child field within the parent field so that you can add a condition. For example, only show the child field if the Enrollee answers yes to the parent question.
If you have more fields to add, move them right under the nested field by clicking the "Move field" icon and selecting the up or down arrow.
Setting the Visibility Rule
Once you've done this, click the setting/gear icon on the child field, and you will see an option to "Only show if..." NOTE: If you don't check this box, then the child field will always be visible.
Yes/No Questions
For Yes/No conditional questions, check the box then mark whether the question shows up after the previous question is answered with a "Yes" or a "No." ln the example below, a follow-up question only appears if the parent question "Does your child have special needs?" is answered Yes.
Single or Multi-Select Questions
For Single or Multi-Select conditional questions, check the box then mark what the answer should be in the previous question from the choices. For example, if one of your options is "Other," then you can make a conditional question if the person marks "Other" as their answer, such as "Please describe" or "Explain," like this example:
In the above example, the next question after the Single-Select question is "Please specify," which will only show if the "Marital Status" question is answered with "Other." This is how the customer will see that question:
Be sure to click "Save" to save the changes.
Working with Blocks of Questions
You can also apply conditional logic to a group of related fields — for example, a set of emergency-contact details. Start with a base block such as:
Name
Relation
Phone
Email
Then add an "Add Another?" Yes/No question at the end of the block. Duplicate the original fields and nest the duplicates beneath "Add Another?" so they appear only when an enrollee chooses Yes.
Only the first Emergency Contact information on the Enroll Form will show with the question "Add Another." If that question is answered "Yes," then another contact will show, and so on. You can add as many "Add Another" questions as you need.
Full Example
Here is an example of how the above scenario would look on the Enroll Form:
