Conditional Follow-up Questions in Request Forms
Use branching in request forms to control what happens next based on a user’s answer. Add branching to Single answer, Multiple answer, or Importance questions to show follow-up questions, including nested follow-up questions, send users to another page, or submit the form automatically.
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Space admins can manage request forms in their spaces. Account admins and owners can manage account-level request forms. On Legacy Enterprise, Pinnacle and Apex accounts, this right can be revoked from account admins.
You can create dynamic request forms that include different questions and change the attributes of the task or project they create based on the answers given.
When the form respondent selects a specific Single answer or Importance option you can choose to:
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Add a follow-up question (including nested follow-up questions) to get more information
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Redirect them to the next page of the form to a different set of questions
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Complete and submit the form
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Navigate to the request form builder for the relevant form.
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Add a Single answer, Mutiple answer or Importance question.
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Add all the necessary response options.
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Click the branching 1 icon.
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To add a question: Hover over Add follow-up question 2 and select Paragraph, then fill out the added question.
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To redirect to a different page: Hover over Redirect 3 and select an existing page if you've already created more than one or choose Go to a new page 4 to create a new one.
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To complete the form: Hover over Redirect and select Submit form 5 option. If users select the corresponding answer, they'll see the Submit button even if there are more pages in the form.
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Repeat Steps 2-5 until you’ve added all necessary pages and questions. Click the + Action button to add other conditional branching actions to the same answer option if necessary (i.e., creating an approval). When you’re finished making changes to your form, click Publish or Save.
Note
For redirects to work correctly, there shouldn’t be more than one redirect per page.
You can add multiple follow-up questions to Single answer, Multiple answer, and Importance questions. You can also add nested follow-up questions to the first level of follow-up questions.
Single Answer Scenario
Use a Single Answer question when the respondent should choose only one option. If you need more information based on their selection, add follow-up questions. You can also include nested questions under the selected options.
Example: Campaign Type
Type: Single Answer
Question: What type of campaign would you like to create?
Options:
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Email Campaign
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Social Media Campaign
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Paid Ads Campaign
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Event Campaign
Follow-up Logic
If answer = Email Campaign
Follow-up 1:
What is the primary objective of the email campaign?
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Lead generation
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If primary objective = Lead generation
Nested Follow-up examples:
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What type of leads are you targeting?
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Marketing qualified leads
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Sales qualified leads
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Demo requests
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Newsletter sign-ups
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Additional nested follow-up question:
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Which industry or audience segment are you targeting?
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Small business
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Mid-market
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Enterprise
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Consumers
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Product promotion
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If primary objective = Product promotion
Nested Follow-up example:
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Which product or service will be promoted?
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Text input
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Customer retention
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Newsletter
Follow-up 2:
Who is the target email audience?
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Prospects
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Existing customers
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If target email audience = Existing customers
Nested Follow-up example:
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What customer segment should be included?
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Active users
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Inactive users
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Premium customers
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Recent buyers
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Partners
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Internal employees
Follow-up 3:
What is the planned send frequency?
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One-time
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Weekly
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Bi-weekly
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Monthly
This setup helps you collect more details based on the selected answer.
Multiple Answer Scenario
Use a Multiple Answer question when you want respondents to choose more than one option. If needed, add follow-up questions so they can answer additional related questions for each option they select. You can also include nested questions under the selected options.
Example: Target Audience
Type: Multiple Answer
Question: Who is the target audience for this campaign?
Options:
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New Customers
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Existing Customers
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Partners
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Students
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Business Professionals
Follow-up Logic
Each selected audience can trigger multiple Level 1 follow-up questions.
If New Customers selected
Follow-up 1:
What acquisition stage are you targeting?
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Awareness
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Consideration
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Conversion
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If acquisition stage = Conversion
Nested Follow-up examples:
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What conversion action is expected?
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Sign-up
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Purchase
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Demo request
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Contact form
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Follow-up 2:
Which geography should be targeted?
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Local
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If geography = Local
Nested Follow-up example:
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Which city or area should be targeted?
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Text input
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Regional
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National
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Global
Follow-up 3:
What messaging angle should be used?
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Introductory offer
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If messaging angle = Introductory offer
Nested Follow-up example:
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What type of offer will be promoted?
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Discount
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Free trial
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Bonus item
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Free consultation
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Brand awareness
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Problem/solution
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Competitive advantage
If Existing Customers selected
Follow-up 1:
What is the purpose of engaging existing customers?
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Upsell
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If purpose = Upsell
Nested Follow-up example:
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Which product category is being upsold?
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Premium plan
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Add-on service
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Subscription upgrade
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Retention
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Feedback
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Loyalty
Follow-up 2:
Which customer segment should be targeted?
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Active users
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Inactive users
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If customer segment = Inactive users
Nested Follow-up example:
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How long have they been inactive?
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30 days
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60 days
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90+ days
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Premium customers
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Recent buyers
Follow-up 3:
Which communication channel should be prioritized?
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Email
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SMS
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If communication channel = SMS
Nested Follow-up example:
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Is SMS consent already available?
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Yes
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No
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In-app
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Phone outreach
This setup lets you understand the target audience segments for the campaign.
Importance
Use Importance when you want respondents to indicate urgency or priority. Add follow-up questions if you want them to answer additional questions based on the option they select.
Example: Campaign Goal Priority
Type: Importance
Question: How important is Brand Awareness for this campaign?
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Low
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Normal
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High
If Brand Awareness = Low
Follow-up 1:
What level of awareness support is needed for this campaign?
Options:
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Minimal visibility only
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Support other campaign goals
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Maintain brand presence
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Test awareness activity
Follow-up 2:
Which awareness channel, if any, should be lightly used?
Options:
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Social media
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Display ads
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PR
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No specific channel
If Brand Awareness = Normal
Follow-up 1:
What awareness outcome would be useful for this campaign?
Options:
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Increase reach
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Improve impressions
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Drive video views
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Bring traffic to the website
Follow-up 2:
Which audience should awareness efforts focus on?
Options:
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Broad audience
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Selected segment
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Existing market
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New market
If Brand Awareness = High
Follow-up 1:
Which KPI awareness is most important?
Options:
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Reach
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Impressions
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Video views
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Website visits
Follow-up 2:
Which primary awareness channel should be used?
Options:
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Social media
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Display ads
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PR
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Influencers
Follow-up 3:
What audience breadth is desired?
Options:
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Broad audience
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Specific segment
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Account-based
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Geographic niche
This setup helps you understand priorities and collect more context.
Note
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At the moment, if you make the follow-up question mandatory, it won't be displayed to users who submit the form via Wrike's mobile apps.
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You can add an unlimited number of follow-up questions to Single answer, Multiple answer or Importance type of questions.