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How to create a Conditional Survey
How to create a Conditional Survey
Autumn Dorsey avatar
Written by Autumn Dorsey
Updated over a week ago

So, you have mastered survey creation! It's time to start getting more advanced. In this article we are going to explore Conditional Surveys, what they are, how they work and how to build one yourself!

🚨 We highly recommend familiarizing yourself with tags before continuing this article. You can find a guide on tags here.


What is a Conditional Survey?

Have you ever wished that you could change survey language depending on the voter you are contacting? This is exactly what we hope to achieve through Conditional Surveys.

Campaigns are able to hyper-target voters with specific messaging fine-tuned just for them. This game-changing ability allows campaigns to tailor messaging for a more engaging and proactive way to influence and guide voter persuasion.

How does it work?

Conditional Surveys are based on the data saved within specific tags. Think of Conditional Survey creation like a multi-way traffic stop where a selected Tag directs traffic.

If we wanted to assign specific messaging based on Top Issues, for example, the Top Issues tag would direct those voters to the appropriate survey, based on their indicated response. (see the sample Top Issue tag and corresponding values below)

For example, if we are referencing the Top Issues tag and the voter had previously expressed their concerns on crime to a survey containing this tag, they will be directed toward a survey specific to crime.

How do we get started?

Step 1/7: Create specialized surveys corresponding to your chosen tag values

For example, if we are creating a Conditional Survey based on the Top Issues tag (as seen in the picture in the previous section), we would create a different regular survey with language tailored for each value stored in the Top Issue tag such as Economy, Crime, Education etc...

Step 2/7: Click on Messages

Step 3/7: Click on the New Message dropdown and select Conditional Survey or Conditional Text (depending on your needs)

Step 4/7: Name the Conditional Survey and assign a Tag to associate with the survey.

Step 5/7: Assign a default survey.

This will be a generic survey that a voter would receive if there is no current data associated with that voter within this tag, or the tag data does not match any of the options given.

Step 6/7: Add tag value options and assign the corresponding surveys created in Step 1.

🚨 Tag options must correspond to tag values within your selected parent Tag. For example: 'Crime' is a tag value within the 'Top Issues' tag.

Step 7/7: Don't forget to save your new survey!

💬Frequently Asked Questions

Must my Conditional Survey feature an option for every value associated with the chosen Tag?

No, You do not need to reference every tag option available. For instance, if a tag has four possible values, you could reference only one or two of those options if desired. Any voters associated with other values would see the default survey.

How do I use a list of external data for the basis of my survey?

Upload the list and make sure you have either a State Voter ID or RNC Reg ID in the first column. List the Tag Name in the first row of the second column with corresponding values next to each corresponding voter / reg ID. If you need a refresher on how to upload a list, check out this article!

Are Conditional Surveys available for texting or calling?

Yes! Numinar now supports Conditional Surveys for texting and calling!

What is the difference between Conditional Surveys and Jump-Logic Survey?

Conditional Surveys really aren't surveys at all. They provide the logic to guide specific surveys to specific voters. Jump-Logic Surveys are a type of survey that allows different questions to be asked to voters depending on the voters answers.

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