A Survey Flow maps your survey’s many possible branches, options, elements, and endings.

In this article:

• Tracking Blocks in a Survey Flow
• Nesting
• Adding Multiple Conditions
• Saving Changes

Tracking Blocks in a Survey Flow

If you’ve ever been to Shinjuku Station in Tokyo, Grand Central Station in New York, Charing Cross in London, or Gare du Nord in Paris, then you understand Survey Flow.

Think of it this way:

• Blocks are trains and questions are train cars. 
• The Survey Flow is a visual mapping of all the possible tracks that any of the trains may take to all manner of places.
• Elements are the tickets that guide passengers to their unique trains, seats, connections, and final destinations.

Click the Survey Flow to view your Blocks as separate “trains” lined up at the station.

Clicking the Survey Flow link collapses the Blocks so you can focus on their relationships. For example, study the image below:

• The gray line with arrows on the left links the Blocks together. This is the “flow.”
• The flow always proceeds from top to bottom.
• From here you can Add, Move, Duplicate, or Delete Blocks quickly.

The Survey Flow above is easy to track:

• Starting at the top, seven Blocks will leave the station, one after the other.
• Some Blocks are long, with 8, 9, and 15 questions. Others are short, asking a single question each.
• Near the end of the line, a shaded green Element called Set Embedded Datais poised to capture special information about each respondent.
• Finally, appearing in red, an End of Survey Element terminates the Survey. The trip is now over.

Nesting

Branches, Elements, and Randomizers must be “Nested” within associated Blocks. Nesting defines relationships and will divert demographic groups down assigned pathways, as illustrated in the next image.

Problem:

• You only want to survey those over age 18.
• In the “Introduction” Block, a question ascertains the age of the respondent.

Question: What is the unintended result caused by this Survey Flow?

Tragic result:

• The End of Survey element has not been nested beneath the “Under 18" Branch above it.
• By not nesting properly, everyone’s survey comes to an abrupt end regardless of age.

The fix:

• Nest the End of Survey element underneath its related Branch. Respondents under 18 will follow that Branch immediately to the End of Survey element.

Adding Multiple Conditions

Each branch in a Survey Flow can have multiple conditions. In this next example, a demographics block was added to discern both gender and age:

• If respondents are “Male” and “Under 18,” they will follow the Branch to the nested Exit Block to answer one last question.
• Males under 18 years of age will end the survey when they hit the red End of Survey element, also nested under the Exit Block and its related Branch.

Saving Changes

After you make changes to the Survey Flow, you have two options:

• To keep your changes, click Save Flow.
• Click Cancel and return to your the Question Editor without making changes to the Survey Flow.

Survey Flow Elements

Elements are the tickets altering a customer's journey through a survey. Elements customize the Survey Flow by performing logic operations. You’ll select them from the Elements menu highlighted in yellow.

Four key Elements include:

• Branch — use conditions to divert respondents to key questions, Blocks, or other Elements.
• Embedded Data — collects extra information about a respondent that can be reused with Piped Text.
• Randomizer — randomizes the appearance of elements.
• End of Survey — create customizable survey endings for some or all of the respondents.