Online Form Hacks: How To Simplify Forms With Conditional Logic

The simpler your online forms are, the higher their completion rate is. Learn how to simplify your online forms in this blog!
Sunny Gonzales
Reading time: 4 minutes.

man answering and submitting PDF form online

We’ve witnessed how businesses continuously change their process over the past decades. From used machinery to the way of communicating with employees and other stakeholders, everything is constantly improving— thanks to technology!

Looking back, there are no businesses with teams that work remotely. Meeting face to face is important and long meetings are the most preferred way to brainstorm ideas to keep the whole team updated with tasks and company announcements.

Though today, many establishments shift their setup from the traditional face-to-face to a work-from-home setup. Some businesses can run online now; there’s no need to go to a physical location to acquire their products and services.

How is this even possible?

Thanks to the tech people behind every business innovation. The software developers, IT people, computer engineers, etc., continuously find a way to help every business simplify its process online. And one of the most promising tech features that business people use today is the Conditional Logic.

It’s a function that allows users to automate their processes, especially during customer interaction. With the help of Conditional Logic, you can set the following steps and responses based on a specific action taken during your business/marketing process.

In this article, we’ll talk about how Conditional Logic works for online PDF forms, one of the most used marketing materials online today.

Read more: Online PDF Form Hacks: 5 Ways How Teams Can Leverage PlatoForms Teams Feature

What is Conditional Logic for online forms?

an employee thinking

Conditional Logic for online PDF forms is a functionality that allows you to control your forms. It allows you to show/hide fields, enable/disable form functionalities, jump to a particular page, and more.

For example, you have an online PDF form that collects order information where your customers can indicate whether they’ll pick up the order or you’ll deliver it instead. If they choose the delivery, you want to show specific fields like the delivery address and contact number. On the other hand, you also want to hide these fields if they decide to pick up the order.

In cases like this, Conditional Logic works best.

Advantages of using conditional logic

To give you a better overview of how Conditional Logic works, here are some benefits that you can get from using it.

It helps in keeping the PDF form short and simple

Form length matters.

Shorter forms are more likely to have higher completion rates than complicated and longer ones. In fact, according to a study, a company increased its conversion by 120% when they reduced the form fields from 11 down to 4.

But what if you have the more required information to continue your process?

Here comes the role of Conditional Logic. Conditional Logic helps in keeping your online PDF form short and simple by allowing you to hide and show certain fields only for specific actions and cases.

With Conditional Logic, shorter forms and higher conversions are made possible.

It helps you create a personalized customer experience

A personalized customer experience can make your forms fun to fill up– because, admit it, filling out information is boring! With Conditional Logic, you can eliminate the boredom by displaying custom messages based on how the users will interact with your online PDF form.

It helps you save time

Using Conditional Logic for your forms helps you eliminate the hassle of preparing different forms with fields for specific types of users or customers. This way, your time and energy are saved for more important tasks.

It helps you reduce error

Conditional Logic guides your user to correctly fill out your online PDF forms, reducing result errors. Aside from that, it also makes the PDF form less confusing for users by allowing you to hide unnecessary fields.

How to Use Conditional Logic For Your Forms

To use Conditional Logic for your forms, you need to have a tool that has this feature. Once you already have the means, log into it and create your online PDF form.

On some tools like PlatoForms, you can find the logic option on the Menu bar of its PDF editor. Click on it and then hit the blue button to start creating and adding the Logic you want. After that, select the field where you want the Conditional Logic to happen and follow the prompt until you achieve the automation.

online form logic

Pro Tip: If you want to use Conditional Logic and hide a text input once a user selects an option in the dropdown field, follow the full instructions here.

Using Conditional Logic is easy when a tool you use has a simple interface, so make sure to go for an online PDF tool that’s simple and easy to understand.

Make an online fillable PDF with Conditional Logic through PlatoForms Builder

Allow your customers to fill up and submit PDF forms online with PlatoForms PDF form creator. PlatoForms is a complete PDF form tool that allows you to convert, create, and submit PDF forms online. It also comes with different features like Conditional Logic, Multi-languages, API integration, etc., for a more streamlined workflow. Try it now.


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