Advanced Branching, Part 1


This is the first of several videos demonstrating the powerful capabilities of the new multi-conditional branching feature. With advanced branching you can set multiple conditions and rules to determine your survey’s branching logic and skip patterns. Stay tuned for subsequent videos covering additional aspects of this power new feature!


Hello and welcome to this tutorial covering advanced branching. We're going to have a series of three videos covering advanced branching, because it's such a powerful and involved and in-depth tool. So this is the beginning of the first video. And I've gone ahead and created a survey called Advanced Branching Online, which I'll go in and edit right now.

Go to the beginning of the wizard, to the defined questions module, and here you'll see we have an eight questions survey. At the beginning we have several demographic questions; age, gender, ethnicity, education, and then industry that you work within, a matrix of questions, a ranking question, and an open-ended question. And this is a fairly straight-forward, simple survey with multiple-choice, choose-all-that-apply, open-ended etc. So looking at this, let's figure out what kind of skip patterns and branching logic might apply.

So let's say question sevens asks for comments. So let's filter based on demographics as to who of the population we want to get feedback from. And the first question was age. So why don't we say we're looking for people between 18 and 35, which would cover the first two responses to question one. Question two, gender, let's say we're fine, we don't care, male or female doesn't really make a difference for us, ethnicity we're not too interested in, but definitely education. Let's say we want postgraduates or some postgraduate education as a requirement. And then we're looking for someone of the software field. So let's say we're really looking for a young, highly educated software developer and we want their feedback. That's the conditions that we want to meet for this survey.

So what we'll do here is, we'll add some advanced branching at the end of the demographic conditions, which is ending at question five. So we're going to filter by age, education, and industry. So let's go here to the drop-down adjacent question five, and you'll see we now have Define Advanced Branching, as well as Piping, which we'll go into in another tutorial. But we'll select advanced branching, click go, and then the wizard will ask us to add a branching rule. So we're going to add a rule which will have conditions that need to be met for the branching logic to progress.

So let's go ahead and select those three qualifying questions. The first was age, so we'll select question one. Has a response, so now so we have several different approaches here that are available to us. We can say the respondent has selected a response to this question, any response or has not selected a response, they skipped this question. We want to filter based on an exact response, we would go here, or any response, or we could go negative; is not any of the above. So let's go ahead since were going to select two, the first two age ranges, we're going to go Is One Of, and now we can select our options. So we're going to select 18 to 20 or 21 to 35, so anyone under 35 years or 18 to 35 years of age we are interested in, so that's our first condition. Now let's add another rule, a sub rule if you will. And you'll notice you have an And here, this could be or, but we're going to go ahead with And logic. And we can go into that in more detail later. So now we're going to go to, we weren't interested in gender or ethnicity, but we were interested in education levels. So again we wanted more than one, so we'll go Is One Of, and we will select Some Post Grad or Post Grad. So they have to either be in graduate school or completed their graduate education. And you'll notice we have selected two options as filter conditions and the question one as well to question four.

Now we had one more sub rule we wanted to include, which was the industry, and let's go down to industry. In this we can go Exact because we know we only want those within the software development industry, and we'll select that. Now we have our three rules, each with their defined conditions. Some of these icons to the right are self explanatory, you can delete any of these rules or actually drill down for further levels and tiers of branching, which we'll go into some of the more advanced tutorials.

So now we have this rule condition set, now we have to set our actions. So we can either skip to the end of the survey or skip to another question in the survey. And you'll notice we can go backwards in our filtering or skip patterns now, whereas in simple branching logic, you could only progress downward in the survey. So question five is where we have our advanced branching, you'll notice that's absent from this drop-down, because that's the question we're working with then. So for those people, that segment of the population that meets those three rules and conditions; where do we want to direct them? Well we wanted to get their feedback, and only their feedback, so we'll select question seven, and save that rule.

And now you'll see above here this is a summary of the rules and conditions that we have set for this branching rule; which age range, what is the level of education, and what and industry do you work, software development. And those are three predicates that then will skip to question seven, fine. So now it's asking us, if no other branching conditions apply, where do you want to go? So for the segment of the population that did not match those three conditions or rules, where do they go? And let's go ahead and say we'll skip question seven, because we only want feedback from the people who match our filters, those three conditions. For everyone else, let's go and jump to question eight. And I'll save this change.

And you'll notice the symbol that now is that now is adjacent question five, which is a symbol indicating there is advanced branching logic for question five. Simple branching logic, piping, those each have their own symbols as well, that will appear adjacent the question in this module. So why don't we go on down and preview what we've just done. And I'm going to preview the survey. And by the way, this is an online survey we created, our branching logic and advanced; all of our features all of it applied to our other survey modalities, such as tablets, off-line mobile phones, we support Android, Apple, iOS, Windows, fully across platform capable, but we just happen to be working in an online survey here.

So I'm going to go ahead and just select 18 to 20, which is in our parameters, I'll say I'm male, let's say I'm Asian, education we wanted some post grad or grad, and we wanted software development. So I'm going to click next, and I should see, and I do, question seven, which is the open-ended comment and I'll just go ahead and this complete survey and so that seemed to work.

Why don't we preview again, but select one option that is different, that's outside of our parameters? So let's say I'm 36 to 50, I'm male, I'm only going to change one thing, and that was the age question. Now I'm Asian, I have some post grad and I am within the software development field. And I'm going to Next, and I should not see, which I don't, that number seven, which is the feedback question. So it seems to be working fine.

And that is a quick summary of the new and powerful advanced branching feature within the survey manager. We will be updating our video tutorials with subsequent, more advanced videos covering advanced branching and piping coming up shortly.

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