The Form Rules feature allows you to build dynamic, personalized user flows by setting conditional logic based on user responses.
How It Works
Form Rules operate on a simple logic:
IF a condition is met → THEN the action is performed.
IF (Condition Setup)
Start by selecting a form field to watch for user interaction. Then apply a condition (called an operator) that defines when the rule should trigger.
Operators Available
These allow you to define how the condition should behave:
is – Use this to check if a field value matches something specific. For example, if a toggle is set to “true” or a dropdown selection is “Male”.
is not – Triggers when the field value is anything except what you specify. This is helpful if you want to show content only when someone didn't pick a particular option.
is empty – Activates when a user leaves a field blank. Good for showing reminders or error messages if something important wasn’t filled out.
is not empty – The opposite of the above. Use this to move users forward or reveal new options after they’ve filled in a field.
is under – Triggers when the entered value is less than the number you choose (e.g., age under 18).
is over – Fires when the entered value is higher than your chosen number (e.g., budget over 100).
contains – For text-based inputs. This triggers if the user’s answer includes a certain word or phrase, like “promo” or “yes”.
THEN (Action Setup)
After setting your condition(s), define what should happen next. These are calledactions.
Available Actions:
submit and show step – Submits the current form step and moves the user to the next one (e.g., Step 2). Great for multi-step forms with branching paths.
show fields – Reveals hidden field(s) that are only relevant when certain criteria are met. For example, show a “What type of info do you need?” field only if the user asks for more details.
show steps – Makes an entire form step visible. This helps you show extra questions or options only when needed.
redirect to – Submits the form and sends the user to a custom URL after meeting a condition. Ideal for thank-you pages, product recommendations, or personalized landing pages.
disable form – Prevents the form from being submitted. You might use this to block submissions.
close popup – Automatically submits the form and closes the popup when the rule is triggered.
Adding Rules
Click “Add Condition” to add multiple conditional logic layers.
Click “Add Action” to define what should happen when the condition is met.
Use the trash bin icon to delete any existing condition or action.
This logic system enables flexible workflows such as progressive forms, conditional next steps, personalized offers, and more.
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