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Setting up question restrictions

How to restrict questions in your script to specific targets

R
Written by Russ Oster
Updated over 7 years ago

Restrictions allow you to specify criteria that must be met in order to display (or not display) this question.

You add a restriction to a question, edit the question then set it up as below under the Create Question Restrictions area of the question editor:

You can set four types of restrictions:

  • Subject other: if your data upload contains information you'd like to use to display specific information to specific targets, you'll use a subject other restriction. For example, if your walklist has a header called "Party" which is populated with the subject's registered party, you can create a few possible options to show them based on their party. Here's what this would look like for a subject with the value "Dem" in their party field:

  • Question: allows you to show this question based on the answer of a previous question. The dropdown will populate with all the other questions in your script, and you can pick which response you'd like met to display this question. In this example, we had a previous question asking the subject their gender:

  • Subject: allows you to restrict based off the subject's contact information. This works the same as "subject other" above, but we're just looking at any of this information:

  • Product: a product restriction allows you to restrict the question based on a previously selected product, such as a one time, weekly, monthly, or annual donation.

Once you've set up your restriction, click Add, and it will be added to the question.ย 

You can have multiple restrictions in a question, and by using the AND/OR setting, you can require that they are ALL met in order for the question to appear, or it will appear if ANY of them are met.

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