New webinar on 3rd March 2026 | 9:00 am PT
In this webinar, discover how Sopact Sense revolutionizes data collection and analysis.
Skip-logic is the floor. Sopact carries logic past submit — with adaptive rubrics, AI-scored open-ends, and routing that follows your strategy.
Skip logic, branching, and piping decide what the respondent sees — that's the floor, not the work. Sopact carries logic past the form: validation that holds at entry, unique links so the same person can update or extend their own record, and an analysis layer that scores and themes responses without a spreadsheet in the middle.
The form is the easy part. Skip logic, branching, piping, randomization — competing tools market these as the work, but they're really just form design. They decide what the respondent sees. They don't decide what the analyst does next.
And what the analyst does next is the part that actually generates the report, the score, the decision. Traditional survey tools hand back a CSV and a thank-you note. The logic ends. The spreadsheet begins.
Sopact treats logic as a continuous layer — from the question paths in the form, through validation at entry, through unique respondent links that let the same person update their record, into an analysis layer that scores and themes the answers. One system, end to end.
Skip-logic and validation handle what happens at the form. Unique links and Relationships handle who the data belongs to. Intelligent Cell handles what gets extracted from it. Each layer reaches further down the pipeline than the last.
Show or hide questions based on prior answers. Chain multiple conditions with logical AND/OR operators — not just simple if/then. The respondent only sees what's relevant to them.
Configure once on the question, save, and the path reshapes itself in real time as they answer.
Numeric fields restricted to a min/max range. Text fields restricted to alphabets only, with character limits. Custom validation rules catch the typo before it lands in your dataset, not after.
The 80% time tax of post-collection cleanup mostly comes from data that should never have entered the system. Sopact stops it at the field.
Every respondent gets a personal link — not the same URL handed to everyone. They can return at any point to correct typos, finish a saved draft, or extend their record on a follow-up form.
Relationships connect a mid-program form to a post-program form under one identity, eliminating the dedup work that usually consumes the first two days of analysis.
Point Intelligent Cell at any open-ended response. Define a rubric — a confidence score, a list of themes, a pass/fail flag — and Sopact extracts it consistently across every submission.
The result lands in a column right next to the original answer. No drift between week one and week ten reviewers. No spreadsheet handoff.
Survey logic isn't only for surveys. The same primitives — conditions, validation, identity, scoring — turn applications, essays, pitch decks, and case notes into ranked, justified outputs. Sopact reads each submission against your rubric, consistently, in real time.
Founder applications, pitch decks, and Q&A responses scored against your selection rubric. Sopact reads each submission consistently — no drift between week one and week ten reviewers.
Application → Custom rubric → Ranked cohort
Application essays, transcripts, and recommendation letters analyzed for eligibility, financial need, and merit criteria. Same scoring framework applied to every applicant — fairer and faster than committee review.
Essay + transcript → Eligibility + merit → Award decision
Pitch decks and live Q&A transcripts scored across investability, traction, founder fit, and your own custom criteria. Output ranks every team — and shows why.
Deck + Q&A → Multi-criteria score → Investment shortlist
Small-grants programs hand-write case notes that pile up and never get analyzed. Sopact reads each one against your funding rules, flags alignment issues, and surfaces patterns across grantees in real time.
Case note → Internal rules check → Approve · flag · review
Form-time skip logic decides what the respondent sees. That's static — set once, shipped with the survey. Sopact carries logic past the form, where two things change without warning: your strategy and what the analysis actually finds. The same rubric runs differently when the conditions shift.
A small-grants program approves housing assistance applications from a list of counties. Mid-cohort, funding for one county pauses — the budget shifted, a different priority moved in. The rubric file doesn't change. The applications don't change. One business condition does — and Sopact tracks it automatically. Applications from the paused county route to pending review. Approvals for the other counties continue uninterrupted. No rewiring, no spreadsheet override.
Same submission, same rubric file — the only thing that changed was a business condition.
Branching tools route on what the respondent clicks. Sopact routes on what the analysis finds. A case note arrives; Intelligent Cell extracts need level, services indicated, and rule alignment. The workflow then sends the submission to the right downstream path — housing program, financial coaching, expedited approval, or rejection — based on the actual content of the document. One submission, multiple possible routes — chosen by content, not clicks.
The route is decided by what the AI extracted, not by what the respondent ticked.
This is what survey logic looks like when it doesn't end at submit.
Most survey-logic comparison charts list features that decide what the respondent sees. Here we keep those, then add the layers that decide what the analyst gets.
Comparison reflects published feature documentation. Capabilities marked “Custom-built” or “Analyst-built” are technically achievable but require services time, professional implementation, or higher-tier licensing.
From the first conditional question to the final scored output, here's how the four logic layers compose. Each step takes minutes to configure; once set, the workflow runs on every new submission.
In the survey designer, save the question first — skip-logic options appear only after save. Then open the skip-logic panel and define conditions: show this question only if the respondent answered yes to Q1, or chose option B in Q2, or both.
Combine conditions with AND/OR operators for compound paths. The respondent will only ever see the questions that are relevant to their prior answers.
For each question, set the validation rule appropriate to the field type. Numeric fields take min/max ranges. Text fields can be restricted to alphabets-only or alphanumeric, with character-limit caps.
A twenty-eight answer to an age field is rejected at entry, not flagged in cleanup three weeks later. Clean data starts at the field, not in the spreadsheet.
Every submission to a Sopact form generates a personal link for that respondent. Send it to them along with a thank-you, embed it in the confirmation email, or attach it to the respondent's contact record.
They can return at any point to fix a typo, finish a saved draft, or add a missing field. No more chasing corrections by email.
Set up Contacts as the foundation: a lightweight CRM-style object that holds each unique person. Then create your forms (mid-program, post-program, follow-up…) and use Relationships to tie each form back to the same Contact.
When you analyze, mid and post responses appear on the same row, indexed by Contact. The deduplication problem goes away.
Add an Intelligent Cell field next to your open-ended question. Write a short prompt — extract a confidence score from 1 to 10, with reasoning or tag the dominant theme using these categories — and Sopact applies the rubric to every submission, in real time.
Output lands in a column right next to the original answer, ready to filter, rank, and roll into the Intelligent Grid for full reports.
Survey logic isn't one thing — it's three layers of decisions stacked on top of each other. Naming them clarifies which one each tool actually handles, and which ones get punted to the analyst.
The form-time mechanics. Skip-logic, branching, validation, randomization, piping. Decides what the respondent sees and which paths they can take through the questionnaire. This is the layer that survey-tool comparison charts usually cover end to end.
Who the data is about. Unique respondent links, persistent IDs, contact records, cross-form relationships. The layer that decides whether a follow-up survey re-asks the same person or treats them as a stranger. Most form tools skip this entirely.
What gets extracted from the data. Rubric-based scoring of open-ended responses, theme detection, cross-question correlations, automated reports. The layer that decides whether the survey ends with a CSV or with a defensible decision.
Most logic-driven analysis runs real-time inside Sopact — Intelligent Cell scores submissions as they arrive, dashboards update on the same row. For cross-program slicing or board reporting, data flows out cleanly via standard protocols to the BI tools your team already uses. No lock-in, no analyst rewrites.
Cell, Row, Column, and Grid run inside Sopact on every new submission. Scores, themes, and reports update without an export step. Built for the teams making decisions from the data, not just storing it.
CELL · ROW · COLUMN · GRID
Push or pull data via REST API, MCP, webhooks, or Zapier endpoints. Schedule exports to your warehouse on any cadence. No proprietary formats, no vendor-specific connectors required.
REST · MCP · WEBHOOKS · ZAPIER
For board reports and cross-program rollups, push to your warehouse and slice in the BI tool your analysts already know. Sopact is the analysis layer, not the destination — your stack stays intact.
POWER BI · TABLEAU · LOOKER · SNOWFLAKE · BIGQUERY · SHEETS
Most analysis happens live; for cross-program slice-and-dice, push to your warehouse and use the BI tool your team already knows.
Skip logic shows or hides survey questions based on a respondent's previous answer. If someone answers no to "have you used the product?", you can skip the questions about features. Sopact supports multi-condition skip-logic with AND/OR operators, so you can chain conditions on the same question.
Survey logic is the broader category of features that personalize a survey based on respondent answers. It includes skip logic, branching, piping, randomization, and disqualification — everything that decides what the respondent sees.
In Sopact, logic also extends past the form: validation rules at entry, unique respondent links, and post-collection scoring with Intelligent Cell.
SurveyMonkey's survey-logic features end when the respondent submits. Sopact carries logic past the form: each respondent gets a unique link to return and update their record, multiple forms can tie back to one identity, and open-ended responses can be scored automatically against a rubric you define.
Yes. Rubric weights, criteria, and decision rules are organization-controlled and adjustable mid-cohort. If a funder priority shifts or county-level funding pauses, change the business condition once — the rubric tracks it automatically and re-routes affected applications without re-collection or spreadsheet override.
Workflows can also branch on what Intelligent Cell extracts from the document — need level, services indicated, rule alignment — so a single submission can route to housing program, financial coaching, expedited approval, or rejection based on the actual content.
Yes. Sopact's Contacts and Relationships features let you connect a mid-program form to a post-program form — or any number of follow-ups — under a single respondent identity. When you analyze, mid and post responses appear on the same row, indexed by Contact.
Yes. You can chain multiple conditions with AND/OR operators on any question. Save the question first, then configure conditions in the skip-logic panel. The respondent only sees the questions whose conditions evaluate to true at the moment they reach them.
Intelligent Cell processes open-ended text against a rubric you define. For example, you can extract a confidence score from one to ten, identify the dominant theme from a defined list, or flag responses that meet a specific criterion.
Results land in a new column right next to the original answer — ready to filter, rank, or roll into a full report via Intelligent Grid.
Yes. Sopact pushes to standard tools — Power BI, Tableau, Looker, Snowflake, BigQuery, Google Sheets, Excel — via REST API, MCP, webhooks, or Zapier. Most analysis runs live inside Sopact; cross-program slicing happens in the BI tool your team already uses.
Most logic-driven analysis runs real-time inside Sopact — Intelligent Cell scores submissions as they arrive, dashboards update on the same row. For cross-program slicing or board reporting, data flows out cleanly via standard protocols to the BI tools your team already uses. No lock-in, no analyst rewrites.
Cell, Row, Column, and Grid run inside Sopact on every new submission. Scores, themes, and reports update without an export step. Built for the teams making decisions from the data, not just storing it.
CELL · ROW · COLUMN · GRID
Push or pull data via REST API, MCP, webhooks, or Zapier endpoints. Schedule exports to your warehouse on any cadence. No proprietary formats, no vendor-specific connectors required.
REST · MCP · WEBHOOKS · ZAPIER
For board reports and cross-program rollups, push to your warehouse and slice in the BI tool your analysts already know. Sopact is the analysis layer, not the destination — your stack stays intact.
POWER BI · TABLEAU · LOOKER · SNOWFLAKE · BIGQUERY · SHEETS
Most analysis happens live; for cross-program slice-and-dice, push to your warehouse and use the BI tool your team already knows.
