So, you have mastered survey creation! It's time to get more advanced. In this article we'll explore Conditional Surveys: what they are, how they work, and how to build one yourself.
đ¨ We highly recommend getting familiar with tags before continuing. Conditional Surveys are built on top of them. See What is a tag?
What is a Conditional Survey?
Have you ever wished you could change your survey depending on the voter you're talking to? That's exactly what Conditional Surveys do. Campaigns can tailor their message to each voter for a more engaging, persuasive conversation.
How does it work?
A Conditional Survey looks at one tag for each voter, then shows the survey that matches that voter's value. Think of it like a traffic stop where the tag directs each voter to the right survey.
For example, if you use a Top Issue tag, a voter who told you they care about public safety gets your public safety survey, and a voter who cares about the economy gets your economy survey. Anyone else gets your default survey.
Step 1: Create a survey for each tag value
First, build a regular survey for each group of voters, like "Door Script - Public Safety" and "Door Script - Economy". Also build a default survey for everyone else. See How to Create a Canvassing Survey.
Step 2: Go to Messages and create a Conditional Survey
In the left menu, click Messages (1). Click New Message (2), then choose Conditional Survey (3). Want different texts for different voters instead? Choose Conditional Text.
Step 3: Name it and choose a tag
Give your Conditional Survey a name (1) and choose the tag it's based on (2). Then click Create Survey (3).
Step 4: Set your default survey and add rules
Now match tag values to surveys:
On the Default row, choose the survey voters get when their tag value doesn't match any rule, or when they have no value yet.
On each rule, type a Tag Value and choose the Survey that voters with that value should see. Click Add Rule to add more.
đ¨ Tag values must match the values saved in your tag exactly. For example, "Public Safety" must be a value in your Top Issue tag.
Step 5: Click Save
Don't forget to click Save! Your Conditional Survey can now be used in a project, just like a regular survey.
đŹ Frequently Asked Questions
Do I need a rule for every tag value?
Do I need a rule for every tag value?
No. You can add rules for only the values you care about. Voters with any other value see the default survey.
How do I use external data for my Conditional Survey?
How do I use external data for my Conditional Survey?
Create the tag first. Then upload a file with a voter ID column (like State Voter ID or RNC Reg ID) and a column of tag values. Choose Exact Match and map the value column to your tag. See How to upload data into Numinar.
Are Conditional Surveys available for texting or calling?
Are Conditional Surveys available for texting or calling?
Yes! Numinar supports Conditional Surveys for canvassing, texting, and calling.
What's the difference between a Conditional Survey and Jump Logic?
What's the difference between a Conditional Survey and Jump Logic?
A Conditional Survey picks which survey a voter gets based on their tag, before the conversation starts. Jump Logic changes which question comes next inside one survey, based on the voter's answer.