Content groups

Content groups apply behaviors onto multiple survey content elements at a time. They can apply logic to sets of related content, such as randomizing their order and configuring a condition to display them only in certain contexts.

Frequent visitors group gathers two Text entry questions.

Add and manage content groups

Content groups exist as part of a page. Groups are entirely optional, but must contain at least one content element once created.

Add content groups

Either on the survey structure pane or the preview canvas, clickMore vertical icon the page menu where you want to add the group and select Add a group.

Select the Create new tab to create any group from scratch, or select Add from to include an group from an existing library. For more information, see Question libraries.

Click 'Add group' from the survey structure pane or the preview canvas to add a group to a page.

Configuration pane

The configuration pane controls how the content group appears and behaves. The configuration pane layout is made up of three tabs:
  • Content — Has all the basic and required configuration needed for the group to work, including:
    • Name –– Name that identifies the group in the survey editor. This is not shown to survey takers.

    • Content options –– Allows for randomizing the content elements of the group, which helps to remove order bias. Additionally, you can set the maximum number of group elements to randomize as well as select the ones to exclude from randomization by clicking the pin icon.

  • Logic — Includes all the properties related to logical conditions, such as when the group is displayed. For more information, see Content group logic .

  • Advanced — Gathers the internal and Experience Cloud-related settings. Empty pages have the option to include extra internal notes about the page.

Reorder content groups

After adding a group, you can rearrange it to optimize the survey flow and present survey takers a smooth completion path.

To change the order, click the dots on the left to drag the group to reorder and drop it in the desired place. Note that where the group was originally located, a gray placeholder appears now. Additionally, if the target destination is valid, a blue line appears in the survey structure pane showing the group can be located there.

Content group menu

Content group menu More vertical icon — both in the survey structure pane and the preview canvas — displays the general actions that apply to each group.

From both the structure pane and canvas, you can:

Duplicate
Copies the entire group including its content elements.
Add a group

Adds a new group nested into the selected group.

Move
Moves the group to another page. Select the page and the target position (before or after) to place the group.
Add to library

Adds the group to an existing Question library.

Hide/Show group
Hides the group from the survey and prevents displaying from survey takers. Group disappears from the preview canvas but persists in the structure pane to make it visible again.
Delete group
Removes the current group. If the group includes content, you must either move the content to another group or delete it together with the group.

Group menu

To edit group details, click on the group name in the structure pane or the canvas.

Content group logic

Content group logic manages the settings to display groups in the survey. It includes the following:

Note: Group randomization (and its option to exclude an element from randomization) only appears if it was previously configured in the survey.

Display logic

Display logic is made up of a rule with specific conditions that content groups must follow to be dynamically shown to survey takers, which means that they can be displayed based on an answer to a previous question on the same page. For example, you might want to show a group based on the answers of a previous question in the survey. In the following image, the Purchase group is only shown tu survey takers that answer Yes to the question Did you make a purchase?:

Display logic applied to Purchase group.

Important: By default, surveys created in previous Experience Cloud versions do not support dynamically displaying content on the same page of a survey. To activate it:
  1. Click Learn more on the information banner that appears on top of the survey structure pane.

  2. Click Apply update. This will apply dynamic display logic in the survey Draft and all subsequent versions.

  3. Click Create version on the survey editor canvas to generate a new version of the survey.

You can't inactivate dynamic content display, so make sure to save a version of the survey before activating it. Note that previous versions of the survey are not updated.

To include display logic in a content group, follow these steps:

  1. Choose the group to add logic. For example, Purchase group that contains questions related to the purchase.

  2. In the group configuration pane, click the Logic tab.

  3. Under the Display logic section, click Add rule.

  4. Define the rule and conditions for the element and click Save. For more information, see Rule builder.

  5. Click Save. Note that there is an eyeEye icon. next to the group in the survey structure pane to signal it includes display logic:

    The survey structure pane shows an eye icon next to the group that has display logic on it.

Restriction: These content elements, design versions, and features do not support dynamically displaying content in the same page of a survey:
  • Additional validation
  • Cookie confirmation
  • Hidden field
  • Incorrect recipient
  • HTML (when running a script inside)
  • Nested dropdown
  • One-time password
  • Spacer
  • Tooltip
  • v6 or previous design versions
  • Regular expressions (RegEx) or custom JavaScript code
In all those cases, display logic conditions are evaluated at page load, and therefore the element that depends on their conditions appears in a subsequent page.

For more information, see Display logic.

JavaScript validation

JavaScript validation activates when the survey taker clicks to pass a group. It must be written as JavaScript, and can accomplish several goals, such as set a value for a field, validate some input, or modify page elements. For more information, see JavaScript validation.