Loop and Merge

Loop & Merge allows you to dynamically repeat a block of questions multiple times based on a respondent's answers. Instead of duplicating identical question blocks for different categories or conditions, you set up a single block that loops automatically. 

This saves time, personalizes the survey experience, and simplifies data collection by reducing the need for manual adjustments.

Let's look at an example to understand.  

A retail brand wants to collect feedback on different product categories like clothing, electronics, and home goods. Instead of creating separate questions for each one, they can use Loop & Merge to ask the same set of questions for every category the customer interacts with. This saves time, keeps the survey relevant, and helps the brand understand how customers feel about each part of their shopping experience.

Let’s see how to set up Loop and Merge 

1. In the Classic Survey, begin by adding a question.

 Note: Loop and Merge supports only the following question types:

• Multiple Choice (MCQ)
• Dropdown
• Number
  

2. Create a section as  Loop and Merge can only be applied at the section level, so make sure your questions are grouped within a section.
   
3.  Navigate to the Logic tab and select ‘Loop and Merge’, then click ‘Define’ to configure your loop settings.

Looping Based on a Question

1. Under Loop and Merge, select the question you want to loop.
   
2. In the Repeat Question dropdown, choose one of the following options:
   

• All Choices: Loops through all available choices for the selected question, presenting the same block of questions for each option.
  
  
• Choices Selected by the Recipient: Loops through only the choices the recipient has selected, presenting the block of questions based on their responses.
  
  
• Choices Not Selected by the Recipient: Loops through the choices the recipient did not select, presenting the block of questions for those options.
  

3. Assign a placeholder name to reference the looping variable using the $ symbol.
4. Click ‘Save and Proceed’.
5. In the question click $ symbol to loop the repeating variable.
   

Looping based on Number

Let’s look at an example to understand how this works.

A hotel chain wants to improve the overall experience for families. During checkout, they ask how many guests stayed and then collect details for each guest.

This allows the brand to gather information about every individual, helping them tailor services to all age groups and needs without creating repetitive question blocks.

Lets see how to set up number looping.

1. Choose a Number question type while creating the survey. 

2. Add a section and go to Loop and Merge under Logic.

3. Under Loop and Merge, choose the question to loop.

4. Set the maximum number of repetitions. In our example we can set a limit of maximum of 10 guests.

5. You can change the name of the Placeholder.

6. Click on Save & Proceed.

7. In the question click $ symbol to loop the repeating variable.

Results Section 

Let’s see how the results section looks after looping. 

1. Navigate to the Responses section under Results to see all individual submissions.

2. You can choose to view one column per looped question by clicking the gear icon (⚙️).

3. Select the Optimized view to display each looped question in its own column for better readability.

4. To view all answers from a respondent, click on a specific response and the complete submission will be displayed.

That's all about Loop and Merge.
Feel free to reach out to us if you have any questions. We are just a chat away!