Topic: Survey setup

Basics of filters and jumps


You can use filters and jumps to guide your survey participants in a targeted manner.

This makes it easy to distinguish between different target groups and show each participant only the questions that are relevant to them.

The advantage: Your survey becomes more efficient and clearer, and offers participants a personalized experience, which significantly improves the quality of the responses.


Example

You’re conducting a company-wide employee survey. However, you’d like to receive different feedback for each department.

In this case, a filter/jump is ideal for separating the departments and recombining them later.


Procedure

Create a closed-ended question (only one answer allowed) to determine department affiliation:

Page 1: Which department do you work in?
a) Production
b) Marketing
c) Sales

Create a separate question page for each department:

Page 2: Questions for Production
Page 3: Questions for Marketing
Page 4: Questions for Sales
Page 5: Reconciliation and continuation of the survey


Set Up Filters/Jumps for the Example

1. Go to the filter settings for the question on page 1.

2. At the bottom of the question page, click “Filter” and select the appropriate page number to which each group of participants should be directed.

3. Merge participants back together: On pages 2 and 3, at the bottom of the question page, enable the filter/jump to page 5.

 

CAUTION: Avoid infinite loops
We recommend setting up filters and jumps only after all pages and content are complete to prevent accidental infinite loops.

To test, simply open the survey preview to walk through the survey from the participants’ perspective.