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On this page
  • Reorder and Define the Question Flow
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  1. How to guides
  2. Product Finders

Manage the Question Flow

In this guide, you will learn how to manage and arrange the questions in your Product Finder, as well as how to add new questions to the flow.

PreviousSetup your AdvisorNextFinder Editor

Last updated 3 months ago

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Reorder and Define the Question Flow

To reorder your questions, simply break the connection between questions by hovering over the link and selecting the X mark.

To link questions together, drag the question (or answer) node and connect it to another. All questions must be linked in a logical sequence. Additionally, you can link answers to specific follow-up questions. For example, selecting a particular answer can direct users to a related question based on their choice. To do this, simply drag the answer to the target question you want to connect it to.

How to Add a New Question

To add a new question to your Product Finder, follow these steps:

  1. Select Add question to create a new question, or select the three dot menu on an existing question to duplicate it.

    • You'll be directed to the question editor to set up your question, for detailed editing instructions, refer to the Page Editor guide.

  2. Save your question and navigate back to the Flow Tab, where your new question will appear.

  3. Connect your new question dragging the question node to connect it within a specific point in the flow.

  4. Once you're satisfied with the placement, click Save to finalize the changes.

Copy and Paste Questions Between Finders

You can easily copy and paste questions within the same finder or even between separate finders or containers.

  1. Copy a Question

    1. Select the three-dot menu on any question.

    2. Click Copy to copy the question to your clipboard.

  2. Paste a Question in Another Finder

    1. Go to the Flow Tab of another finder.

    2. Select the three-dot menu at the top right of the page and click Paste to add the copied question to the new flow.

Alternatively, select Duplicate from the three-dot menu to create a copy of the question within the same finder.

This makes it easy to reuse questions across different finders without having to recreate them from scratch.

FAQ

What happens if I don’t connect the first or last question properly?

If the first question is not connected to the landing page or the last question is not connected to the results or loading pages, your Product Finder may not function correctly. The flow could break, leading to users not being able to navigate through the Finder as expected.

Can I edit or delete a question after it’s been added to the flow?

Yes, you can edit or delete any question at any time. To edit a question, simply click on it within the Flow Tab. To delete a question, click the remove icon within the three dot menu. Keep in mind that deleting a question will affect the flow, so make sure to adjust connected questions accordingly.

How do I ensure my questions are logically ordered for the best user experience?

When organizing your questions, ensure the flow feels intuitive. Start with broad, general questions and progressively narrow down based on user responses. Use the preview feature to test the flow and verify that the sequence makes sense before finalizing your changes.

Can I add conditional logic to a question (e.g., based on previous answers)?

Yes, you can add conditional logic to certain questions using the Skip functionality in the question settings. This allows you to define the journey for users by skipping questions or answers based on their previous answers. For more details on setting up conditional logic, refer to the Skip Functionality within the page editor.

Watch how to reorder and define your question flow.
Watch how to add or duplicate a question.