*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***

It’s possible you may want to collect data from a customer, but not all from within the same survey. Forms Pro has a way to link feedback requests together using ‘chained surveys’. For example, at the end of a survey asking for feedback on a purchase from a pet supply store, we might want to ask the respondent if they would be willing to provide more information about their pets. This might help with future tailored marketing campaigns and allow the organisation to offer the right products and promote the most relevant services.

The first thing we need is a specific question that will be used as a trigger for the respondent to be moved on to the next survey. In this example we have a simple Yes or No choice question. We also need to make sure the survey we wish to direct to is already created.

From the top right of the survey, click the ellipsis and then select Branching rules from the menu.

Now let’s create the new rule. Give it a logical name. In the Define condition, we will set that the last question on the survey is given the answer Yes. If true (meaning Yes was selected), we are going to select the Navigate to option, then select a Chained survey. We then pick the survey we wish to move the respondent on to.

Once someone fills out the survey, and answers the specified question in the way we set in the condition of the branching rule, they will be moved on and redirected to the next survey.

Want to just watch how to do this? Check out the video below:


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7 thoughts on “Forms Pro Branching Rules – Chained Surveys

    1. Hi Merlin. Each survey responded to gets its own survey response which is tied back to the related survey.

  1. Hi Megan,

    Thanks for your sharing. Can we pass Survey Variables to the Chained Survey?

    Cheers.

    1. Hi Kyaw, at the moment there is no way to do that. It would be a great feature to see though!

  2. Hi Megan

    Is there a way that the chained survey could be filled by some other person than the one who fills in the 1st?
    I mean one fills the 1st form, hits submit and the 2nd form goes to another person whose name was mentioned in the first?

    Thanks!
    Gunveen Kaur

    1. Hi Gunveen, no, not by using branching rules. You could have a survey that gets submitted, and then a flow runs when that response is received. Then, based on values in the first survey, you could potentially find out who the next survey should go to, and use Power Automate to then create a survey invitation to send to the 2nd person. The branching rules are all part of the initial survey, and the chained surveys are all chained for the original person that completes and submits the first survey.

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