Do you want to show or hide questions on your form based on the options the user selects?
You can declutter your lengthy forms and increase your completion rate using a special feature called conditional logic. In this tutorial, we will show you how to create customized forms with smart logic.
How Smart Forms Help You Boost Growth
Creating smart forms by using conditional logic on your forms will greatly increase the number of form entries you receive, because it makes it easier for your website visitors to fill them out.
By displaying smart forms, you can:
- Keep users focused on only the specific information you want
- Tailor forms to each unique user’s needs
- Make your form interactive
- Add or remove form fields on the fly
Let’s take a look at some examples:
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Show Just Enough Fields
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Create a Customized Smart Logic Form
Also, you’ll need to have a form created. See our tutorial on how to create a simple contact form as an example to get started.
Now we’re ready to add some conditional logic.
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Show Form Fields
Want to show a follow-up question when the user picks a specific answer? It’s easy.
Select the field you want to have appear and scroll down to Conditionals within the field options. Select Enable conditional logic and Show.
Then in the options, select the primary question. Depending on the answer they give for the primary question, the follow-up question will display.
Want to add an icon with extra info to a form field? Head over to our tutorial on how to add Tooltips in WordPress forms.
Hide Form Fields
You can also choose to hide a field based upon an earlier answer, just like in the previous example. Just select Hide instead of Show.
While you’re here, also take a look at the different options that will help you narrow down exactly when the follow-up question will display.
More than One Requirement
Let’s say that you want to display a field only if the user selects two specific options.
Select the AND button to add a second criteria. Your new field will only display if both of the prerequisites are met.
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This OR That
When you want to display a new field if a user selects either of two answers, then you’ll want to use the OR option.
To make this work, select Add rule group.
The same smart logic used in the field options can also be used in your email notifications as well.
Go to Settings » Notifications.
Then scroll down to Enable conditional logic.
You can send an email notification based upon how a user answers the form questions. All of the methods listed above will also work for your notifications.
Now you’re all set! You’ve created a customized form with smart logic. When users fill out a form on your site, they will only see questions that are relevant to their needs.
You might also want to check out our guide that will save you time by having your form field choices automatically created and updated for you.