What is Formaloo logic, conditions, and branching

If you’re a non-techie like me, understanding form’s logic with variables, formulas, branches, and logic maps can feel overwhelming. However, compared to other form-builders, the best thing about Formaloo is that it’s super easy to set up. 

Formaloo feels intuitive and makes setting up complex flows feel like a breeze. It’s like they had non-developers in mind to really bring the no-code platform to life.

So let me explain logic and everything you might need in a way that’s easy to grasp. 

You don’t need to be a coding expert or ask your IT for directions to take full advantage of Formaloo’s powerful features. With just a few clicks, you can create dynamic, customized forms that react based on your users’ answers—helping you automate processes, collect better data, and improve the user experience without any technical know-how. 

Let’s dive in! 🚀

So, what even is logic?

A good place to start would be to explain what logic is and why you would need it. 

You know when you’re filling out the huge form and most questions feel irrelevant to your experience? We’ve all been there. Well, logic ensures that doesn’t happen. 

Form’s logic shapes how the form behaves and, most importantly, adjusts to the user’s responses.

For example, if you’re building an event feedback form, if the person hasn’t attended the event, how would they answer the following questions on what they liked and didn’t like about the event? This just leads to decreased satisfaction rates and makes you look unprofessional. 

An event is what triggers a change in your form. In Formaloo, there are two main types of events. "When a field is responded" means an action happens immediately after a user answers a specific question. For example, if someone selects "Other" in a dropdown, a new text field can appear for them to type in their answer.

Here's a free form with jump logic

The "Party Invitation" template is a fun and easy way to invite guests to your party and collect important information, dietary restrictions, and any other special requests.

On the other hand, "When the form is submitted" triggers actions after the user completes and submits the form. This can include sending an email confirmation, redirecting them to another page, or updating a database. These events help you automate actions and create a smoother, more dynamic experience for users.

Logic rules tell your form how to behave based on user responses. Some rules take priority over others. For example, if you have multiple rules affecting the same field, Formaloo follows a hierarchy to determine which rule applies first. The "Always" rule has the highest priority—it applies no matter what. The "Otherwise" rule is a fallback, meaning it only applies when no other rule conditions are met. 

Understanding this priority helps you avoid conflicts in your form’s behavior and ensures the right actions happen at the right time.

Conditions: Setting up "IF" statements

Conditions define when a rule should be triggered. Think of them as "If this happens, then do that." You can set conditions using different comparison operators, such as:

• Is equal to → The answer exactly matches a specific value. (e.g., If the user selects "Yes")
• Is not equal to → The answer does not match a specific value. (e.g., If the user selects anything except "Yes")
• Contains → The answer includes certain words or characters. (e.g., If the user types "urgent" in a message)
• Doesn’t contain → The answer does not include certain words or characters. (e.g., If the user’s response does not include "urgent")
• Starts with → The answer begins with a specific word or number. (e.g., If the user’s response starts with "Order #")
• Ends with → The answer ends with a specific word or number. (e.g., If the user’s response ends with "Ltd.")
• Is answered → The user has responded, regardless of what it is.

You can also combine multiple conditions into condition groups with AND (all conditions must be true) or OR (at least one condition must be true), making your form even smarter.Actions: What happens when conditions are met?Once a condition is met, an action takes place. Some common actions include:

• Show/Hide → Display or hide a field based on user input.
• Jump → Skip to a specific question or section.
• Set → Automatically fill in a field with a value.
• After Submit → Trigger actions after the form is submitted, like sending custom emails, redirecting users to different URLs or ending pages.

This level of customization ensures that users only see relevant fields, making the form easier to navigate and less overwhelming. By reducing confusion and unnecessary steps, you streamline the user experience, which in turn increases form completion rates. As a result, you collect more accurate data while keeping your users engaged—and ultimately, you end up with happier customers.

How to manage what the user sees after form submission

After users submit the form, you can choose whether they 1) stay on the same page, 2) see a specific ending page based on their responses, or 3) be redirected to another URL. By default, upon form submission, an ending page is displayed on the same URL. If you wish to redirect users to a completely different URL, that option is also available.

There are 2 ways to do this:

Redirect the form to another URL

For example, after completing a survey, you can redirect users to a special offer page on your website where they can take advantage of a limited-time discount. Ormaybe you’re an HR and hiring a candidate: after submitting a job application, the applicant is redirected to a page with more information about the company culture, employee benefits, or a link to the company's LinkedIn profile.You can also set conditional redirection. Meaning have conditions to why and where users will be redirected to after a logic rule is met. 

For example, if you’re hosting an event, after registering for an event, a user is asked if they would like VIP access. If they select "Yes," they are redirected to a VIP page with exclusive content or benefits. If they select "No," they are redirected to a general event details page.

"Show" an ending page depending on the user's responses

By default, every form has an ending page. You can add different ending pages and define where the users will end up seeing after completing the form. For example, after completing a customer satisfaction survey, if a user selects a high rating (e.g., "5 stars" or "Very Satisfied"), they are shown a "Thank You" page with a special offer, such as a discount on future purchases. If they select a low rating (e.g., "1 or 2 stars" or "Dissatisfied"), they are shown a page thanking them for their feedback and directing them to a support page or contact form to resolve any issues.Another example would be a personality quiz.

Personality quiz to customize to fit your use-case

Here's a personality quiz template which can be customized and fit to any use-case you'd like to.

After taking a quiz that suggests for example, ideal career paths based on personality, users who score high in creative traits are shown an ending page with job listings in creative fields like design, writing, or marketing, along with a link to a portfolio-building guide.

Users who score high in analytical traits are shown an ending page with links to roles in tech, engineering, or finance, along with resources on professional development in analytical fields.

Can logic help to automate the workflow? 

Formaloo’s logic has another feature that allows you to automatically “set” the value of one field based on the response provided in another. For example, if you’re collecting leads and also want to segment them into for hot, warm or cold leads, you can set conditions for it from logic. This automates the process.

For another example, imagine a company uses Formaloo to collect information for personalized product recommendations. They have a multiple-choice question asking about the user's primary skin concern (e.g., "Dryness," "Oiliness," "Acne," "Aging") and an admin-only field that stores a corresponding "skin type code" (e.g., "DRY," "OILY," "ACNE," "AGING"). Using Formaloo's logic with the set function, the form automatically sets the "skin type code" field to "DRY" if the user selects "Dryness," to "OILY" if they select "Oiliness," to "ACNE" if they select "Acne," and to "AGING" if they select "Aging."

Try this form to score and segment your leads

Here's a free lead scoring form which helps automate the lead segmentation.

How to set conditional notifications on your form

Formaloo allows you to set up automated notifications that are sent to multiple recipients based on specific answers within your forms. By customizing these notifications, you can ensure that the right people are alerted with the appropriate information, making it easier to manage workflows.

Once you’ve created your form and defined the logic for which answers trigger specific notifications, Formaloo will automatically send alerts to the designated recipients according to the responses. This can be done using advanced conditional logic and answer piping, which makes the notification process highly personalized and efficient.Aside from custom emails, you can also send Slack messages or even call webhooks. So, it’s up to you to decide the suitable one for your use-case.

How to use AI to show results based on the user’s responses

And the cherry-on-top the Formaloo’s AI that does the job for you. Using conditional redirection, once a user submits their responses, they are directed to an AI-generated ending page tailored to their inputs. Based on their answers, the redirection logic ensures that the content displayed is specifically crafted by AI to fit their interests or needs. This ensures a highly personalized experience and enhances user engagement.

Check out this AI personalized sales email generator form

This AI personalized sales email generator template by Formaloo empowers sales professionals and sales teams to create compelling and targeted cold outreach emails that drive higher response rates and qualified leads.

After a user completes a personality quiz, the ending page can be dynamically generated by AI based on their answers. For example, if the quiz determines a user’s preferences or traits, AI could tailor a customized message or offer, suggest related content, or recommend products/services that align with their profile.

If you’d like to dive deeper into logic, we have an article explaining the complex flows with its use-case examples and make sure to check it out. 

Where can I see logical branches?

You can either preview your logic from advanced logic, or simply see it on our logic map. It makes it easy to see where you’ve set conditions and how you’d like the flow of form to work. 

Start using logic today! 🚀

As you can see it’s easier than it sounds, so don’t be afraid to let logic improve your workflows, response rates and increase customer satisfaction. If you have more questions on logic, make sure to check our helpdesk articles, covering the most important information you’ll need.

And now, get to your dashboard and start building!