Logic in the Study Editor

The new editor supports several types of logic to control how participants move through your screener — show, hide, skip, qualify, and automate based on how someone answers. All logic is configured from the Logic section in the left settings panel.

Qualifying Logic ✅

Toggle Qualifying logic on to mark a question as a qualifier. Participant answers can then route them to a Qualified or Disqualified ending. Toggle it off to remove qualifying logic from that question.

Conditional Logic

Routes participants to a different question based on their answer, skipping questions in between. You’ll see this labeled as Skip logic in the editor UI.

1. Select a question in the canvas
2. Under Logic in the left panel, click Skip logic
3. Click + Add rule
4. Set the condition — e.g., if the answer is Apples
5. Set where to skip to — e.g., Skip to G2 Apples questions
6. Add more rules for other answers as needed, then click Save

Each rule has an Exclusive checkbox — click “what this means?” in the editor for details.

Display Logic

Shows or hides a question based on a condition. If the condition isn’t met, the question is skipped automatically.

1. Select a question in the canvas
2. Under Logic in the left panel, click Display logic
3. Click + Condition to add a rule and set your conditions
4. Click Save

Use + Group to combine multiple conditions. Use Reset to clear and start over.

Groups 📋

Groups nest multiple questions together under a single label — useful for organizing related questions and applying logic at the group level.

Click + Add content and select Group of questions. Then use + Add content inside the group to add questions to it. The group label is not shown to participants.

Personalization 💬

Personalization lets you pipe a participant’s previous answer into a later question. For example: “You mentioned you use [their answer] — how often do you use it?” This makes screeners feel more conversational and relevant.

Note: Personalization naming and options are being updated. Wording in the editor may change as this feature develops.

Logic flow 🗺️

Click the Logic flow tab at the top right of the editor to see a visual map of your entire screener. Each question and group appears as a node, with branching arrows showing how participants are routed. At the bottom you’ll see your three endings: Regular, Qualified, and Disqualified.

Pool Automation Triggers

Connect a participant’s answer to an automated action in your Pool. Click Pool automation triggers in the left panel to configure. Shows “Not set” until configured.