Conditional logic involves taking a combination of answers from a quiz taker and showing a recommendation based on that information. Inclusion conditions can be applied for each page to determine when it shown.
In this article, you'll learn about:
Selecting Conditional Logic
To use Conditional Logic for a quiz, either create a new quiz and select Blank Conditions Quiz or edit the logic selector for an existing quiz and select Conditional Logic.
Creating a page and adding products
Recommendations will be shown to visitors after they've completed the quiz.
Edit a quiz and scroll down to the Recommendations section. Click the + button to create a new page.
Input a title for the recommendation page. This will act as an internal identifier and display as the title for the quiz taker. A separate Internal Name can also be set instead of using the title. This can be helpful to differentiate recommendation pages within the Build and Analytics tab (Results and Responses).
Optionally, add a subtitle to the page which can provide additional information about the recommended products.
Add products to recommend on the page.
If a product has variants, specify specific ones to recommend by clicking on a product to edit it and choosing Selected from the Included Variants dropdown. If there are multiple selected variants, set the Default Selection to choose the variant which is selected by default.
Note: A maximum of 500 recommendation pages can be created for a quiz.
Configuring the logic
Click + Add Inclusion Condition and select a question to trigger the recommendation.
Select the answer(s) for the question that should be provided for the page to display. The question can be defined to correspond to an answer in a number of ways:
is equal to
includes any
includes all (Multi-Select questions only)
is greater or equal to, is less or equal to, is not equal to (Five-Point & Rating questions only)
To add more conditions click the 3 dots next to an existing condition and select Add OR or Add AND.
If conditions are separated by "ORs" then any of the conditions can be true for a recommendation to show. If they are separated by "ANDs" then all of the conditions must be met.
Answers to any questions not defined for a recommendation page's conditions will not impact whether the recommendation displays or not.
When multiple recommendation pages are eligible to show, the earliest page in the list will display. To configure the priority of the pages, click on the sidebar and drag up and down as desired.
Suggest Other Products on the Recommendation Page
Additional products to those that are recommended can be added to a Recommendation Page. Under the Recommendations section in the Build tab, click Settings and toggle Show “Other Recommended Products” section. Add a title and subtitle and then the products to the page.
Use cases include:
Cross-selling and promoting additional products.
Suggesting popular products to purchase in case a quiz taker is not interested in the recommended products.
Exclusion Conditions
Exclusion conditions can be applied within each recommendation to exclude certain products depending on which answers are given. It can be configured by clicking on the 3 dots next to a product and selecting Add Exclusion Condition.
For example, if a visitor answers that they’re allergic to a particular ingredient, the recommendation could exclude any products that contain that allergen.
Fallback Recommendations
A fallback recommendation will be shown when a visitor's answer combinations are not satisfied by the conditions set for other recommendation pages. It is shown at the bottom of the quiz edit page and mandatory to configure for a Conditional Logic quiz.
To configure the fallback recommendation, select the pen icon, input the title (for example, “Here’s a gift card!”) and select the fallback products. A fallback recommendation does not allow conditions to be specified and will be shown if no other recommendation matches.
Redirect Pages
For complete control over the recommendations page's styling and content, a redirect to a custom page can be utilized instead.
Create a new page or edit an existing page and under the Behavior section click the dropdown menu. Switch from Show product recommendations to Redirect to another page.
Enter a URL for the quiz to redirect to after a visitor has answered all of the questions. The URL could be a store page with products matching the conditions specified for the page.
Cloning Recommendation Pages
Recommendation pages can be cloned and edited to can save time compared to setting up each new page from scratch.
To clone a recommendation page:
Click on a recommendation page.
Click the 3-dot menu in the top right and then Clone.
If a change is made to the page first, click Clone & Apply to apply the changes and clone the page.
Click on the 3-dot page with (clone) in the title and make the required changes.
Editing Pages and Analytics
When editing recommendation pages on a quiz that has already received responses, you will have an option of configuring how the quiz's analytics will be displayed.
Upon saving the quiz, a dialogue will display with two options for the recently edited pages:
Treat them as new recommendations
Treat them as the same recommendations
If the edited page is a new recommendation, the old page will be archived and the results will be counted separately in the reporting analytics to the old version. E.g. if the products for a page are updated, both versions of the page can be compared to see which products are performing stronger.
If treating the edited page as the same recommendation, the results will continue to be counted with the old version of the page in the reporting analytics. E.g. if the title of the page is updated, the new title will be reflected in analytics with the historical results counted against it.
Learn more about Quizzes Analytics here.