Conditional Logic & Flow Routing

Conditional logic lets you create branching paths in your funnel so that leads see different steps based on their answers. Instead of a linear sequence, you can skip steps, route to specific questions, or disqualify leads early. This is one of the most powerful features for improving lead quality and conversion rates.

Two Ways to Set Up Routing

LeadCapture offers two methods for controlling the flow between steps:

1. Per-Option Routing (Simple)

The fastest way to set up branching. Assign a destination step directly to a button or dropdown option.

1. Select a step that has a buttons or dropdown field.
2. Open the field settings and find the option you want to route.
3. Use the Routing dropdown next to the option and select the destination step.

For example, if your first step asks "Are you a homeowner?" you could route "Yes" to step 2 (qualification questions) and "No" to the thank you step (disqualification).

2. Conditional Rules (Advanced)

Create if/then rules based on field values using the Flow/Logic tab. Rules let you evaluate conditions like "if zip code starts with 9" or "if age is greater than 65."

1. Click the Flow tab in the builder.
2. Click Add Rule in the top-right corner, or click on a step and select the routing icon from the toolbar.
3. Choose the field to evaluate, the operator (equals, not equals, contains, greater than, less than), and the value.
4. Set the destination step when the condition is met.
5. Click Save Rule.

Combining Multiple Conditions

A single rule can have multiple conditions joined by AND or OR:

• AND – All conditions must be true for the rule to trigger. Example: coverage amount greater than 50000 AND state equals California.
• OR – Any one condition must be true. Example: state equals California OR state equals Texas.

Priority Order

When a lead completes a step, the system determines the next step using this priority:

1. Outbound Link – If the selected option has an outbound link URL, the lead is redirected to that URL.
2. Per-Option Routing – If the selected option has a destination step, the lead goes there.
3. Conditional Rules – Rules are evaluated in order. The first matching rule wins.
4. Sequential – If no routing applies, the lead proceeds to the next step in order.

Available Operators

Visualizing Your Flow

The Flow tab shows a visual diagram of your funnel's routing:

• Solid gray lines – Default sequential flow between steps.
• Green lines – Per-option routing (an option jumps to a specific step).
• Yellow lines – Conditional rules with branch nodes.

Steps with option routing show a green branch icon and the number of routes configured. You can zoom, pan, and fit the view using the controls in the bottom-right corner.

Outbound Links

Outbound links redirect leads to an external URL when they select a specific button option. This is useful for:

• Disqualification routing (sending unqualified leads to a different page)
• Affiliate or partner referrals
• Product-specific landing pages

To set up an outbound link, open the field settings for a buttons field, enable Outbound Link on the desired option, and enter the destination URL. You can optionally choose to open the link in a new tab. Note that form data is not submitted when a lead clicks an outbound link.

Pro Tips

• Use per-option routing for simple "if they pick X, go to Y" logic. Use conditional rules when you need to evaluate multiple fields or use operators like greater than or contains.
• Test your routing by walking through the funnel on the live preview page. Click different options to verify each branch works correctly.
• The AI Copilot can set up routing for you. Try saying "if they select Under 50, skip to step 4" and the copilot will create the rule.
• You can set up routing rules that route to the same step from multiple paths, creating a "funnel" shape where different qualification paths converge at a common collection step.