Conditional questions are a great way to gather additional data from buyers without overwhelming them with questions that may not be relevant.
Conditional questions will only appear when a previous question has been answered with the appropriate value.
For example: You want to find out whether a buyer is a member of your organisation during the checkout process. Members will need to provide their membership number. For non-members, they should be asked no further questions.
How to create a conditional question
Navigate to the checkout questions event via the left-hand menu
Add your preliminary checkout question
This should be dropdown, multi-select, or checkbox format question
Add your second question that you wish to be conditional
Click the settings ⚙️ icon to the right of your conditional question
Toggle the question to show if the following parameters are met:
question - what question must be answered?
equation - include or exclude certain answers
value - the answer that must be given
💡 Tip: Click the 👁 preview checkout form text towards the top right to see how your questions will appear
In the example above, we have created a preliminary dropdown select question Are you a member of ACME organisation? with the available answers ‘yes’ and ‘no’.
A conditional text question then appears if the answer 'yes' is selected to ask them to enter their membership number
Commonly asked questions
I have set up a multi-select checkout question where multiple options could be selected, but the conditional question is not appearing?
If you've set up your conditional checkout question to appear when any or multiple answers are selected from a multi-select checkout question but it is not appearing it could be because the contains matching logic requires all of your answers to be selected
If only one or any combination of answers should be enough to trigger your conditional question to appear, then use the "+" action combined with the "or" option to add a unique trigger for each answer.
