Form Decision Logic Explained

Direct Answer

Form decision logic is a system of conditional rules and AI evaluation that automatically determines what happens after a form submission. It combines "if-then" logic with AI scoring to route, accept, reject, or trigger actions based on responses.

How Decision Logic Works

Decision logic transforms passive forms into active decision-makers. Instead of just collecting data, forms evaluate responses and take action automatically.

Basic Structure

IF
[condition is met]
THEN
[take this action]
ELSE
[take alternative action]

Types of Decision Logic

1. Simple Conditional Logic

Basic if-then rules based on specific answers:

IF budget > $5000
THEN → Send to sales team
ELSE
THEN → Send to self-service resources

2. Multi-Condition Logic

Combine multiple criteria with AND/OR operators:

IF budget > $5000 AND timeline = "This quarter"
THEN → High priority, book demo immediately
IF budget > $5000 OR company_size > 100
THEN → Enterprise track

3. AI-Enhanced Logic

AI evaluates context and intent, not just exact matches:

IF AI_score(commitment) > 80
THEN → Accept to program
IF AI_detects(urgency) = "High"
THEN → Priority routing

4. Scoring-Based Logic

Assign points and make decisions based on total score:

Score = 0
IF budget > $10k → +30 points
IF timeline = "Immediate" → +25 points
IF authority = "Decision maker" → +20 points
IF total_score > 70 → Accept
IF total_score 40-70 → Review
IF total_score < 40 → Decline

Real-World Example

Coaching Program Application

Decision Logic Rules:

Rule 1: Budget Filter
IF commitment < $40/week → REJECT
Action: Send polite decline + free resources
Rule 2: Beginner Track
IF experience = "Beginner" AND commitment = "Yes"
→ ACCEPT to Beginner Program
Action: Send acceptance email + payment link
Rule 3: Advanced Track
IF experience = "Advanced"
→ ACCEPT to Advanced Program
Action: Send acceptance + schedule 1-on-1
Rule 4: Manual Review
IF answers = "Unclear" OR special_case = "Yes"
→ NEEDS REVIEW
Action: Notify coach for manual review

Actions Triggered by Logic

📧 Email Actions

  • • Send acceptance/rejection emails
  • • Trigger nurture sequences
  • • Send proposals or quotes
  • • Notify team members

📅 Calendar Actions

  • • Book discovery calls
  • • Schedule demos
  • • Send calendar invites
  • • Block time slots

🔄 CRM Actions

  • • Create contact records
  • • Update lead status
  • • Assign to sales reps
  • • Tag and categorize

🔔 Notification Actions

  • • Slack/Teams alerts
  • • SMS notifications
  • • Dashboard updates
  • • Webhook triggers

Why Decision Logic Matters

Instant Decisions

No waiting for human review. Decisions happen in real-time as forms are submitted.

Consistent Standards

Every submission is evaluated using the same criteria, eliminating human bias and inconsistency.

Scalable Automation

Handle 10 submissions or 10,000 with the same efficiency. No additional manual work required.

Better Experience

Applicants get immediate responses and clear next steps, improving satisfaction and conversion.

Build Forms with Smart Decision Logic

Create forms that evaluate, decide, and act automatically.

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