Building Your Sale · JBFOne Knowledge Base
Questions Rules
The Questions section of your event checklist is where you control which questions appear during consignor registration — and for whom. By adding rules, you move beyond a one-size-fits-all question flow. Rules let you show or hide questions based on who is registering, auto-fill answers for specific consignors, display inline messages at the right moment, or trigger emails based on registration activity.
This article walks through building a custom rule using a real example, then shows you how to extend it into a sequence — two rules working together to create a smarter registration flow.
What this article covers
- What Questions rules can do
- How to build a custom rule from scratch
- How to sequence rules for follow-up logic
- Available actions and when to use each
- Pre-built templates available in this section
- Frequently used rule setups
Before You Build a Rule
Questions rules work with questions that already exist in your event setup. If a question isn’t built yet, it won’t appear as an option inside the rule builder.
- Build your questions in the Questions → Setup tab first
- Return to the Questions → Rules tab to build rules around them
- Rules can reference any question currently saved to this event
This step is a prerequisite. The rule builder pulls from your existing question list — it does not create questions.
Pro Tip: To help determine which display type to use, remember that with rules you HIDE Always items and you SHOW Conditional items.
How to Add a Rule
Where to find it: Event Checklist → Questions → Rules tab
- Click Add a rule to open the rule builder
- Select Start from scratch — build a custom rule to build your own from the ground up
- Or choose a pre-built template to start with a partially filled structure
Walkthrough — Building a Two-Rule Sequence
This example uses two questions already created in the Questions Setup tab:
- Asks new sellers how did you hear about this sale? — with answer options: Friends, Online, Facebook/Instagram, TikTok, Other
- Who referred you to this sale? — a follow-up that only appears when a consignor selects Friends
The first rule shows the initial question. The second rule watches for a specific answer and reveals the follow-up. Together they create a sequence.
Priority order — sets the sequence in which rules are evaluated. The lower the number, the higher the priority. If multiple rules could apply to the same registrant, priority order determines which one fires first.
Rule 1 — Show the Referral Source Question
This rule will automatically identify sellers that have never sold with JBF before.
Click Add a rule → Start from scratch — build a custom rule
- Rule name: New Sellers > Referral Source
- Evaluation order: Priority order: [your priority number]
- Active: checked ✓
- Conditional Display: selected ✓
Conditions:
Context: Prior registration (profile history)
Field: has_been_seller
Operator: equals
Value: false
Then do this:
Action: Show question
Question: How did you hear about this sale?
- Click Save rule ✓
Rule 2 — Show the Follow-Up Based on Answer
This rule watches for the Friends answer on the first question and reveals the follow-up only when that answer is selected. Registrants who choose any other option never see it.
Click Add a rule → Start from scratch — build a custom rule
- Rule name: Show referral contact question — Friends answer
- Evaluation order: Priority order: [your priority number]
- Active: checked ✓
Conditions:
Context: Answer to a question
Field: How did you hear about this sale?
Operator: equals
Value: Friends (select from answers dropdown)
Then do this:
Action: Show question
Question: Who referred you to this sale?
- Click Save rule ✓
When a registrant selects Friends, the follow-up appears immediately in their flow. Any other answer — no follow-up.
Pro Tip: Name your rules clearly and keep evaluation order numbers spaced out — 10, 20, 30 rather than 1, 2, 3. This leaves room to insert rules between existing ones later without renumbering everything.
Extending the Sequence
The same pattern scales as far as you need it to.
- Add a rule at order 30 to auto-answer a hidden tracking question based on the referral answer
- Add a rule to send a different confirmation email to consignors who found you through social media vs. a friend
- Use Stop after this rule on any rule where you want evaluation to end once a match is found
Pro Tip: Name your rules clearly and keep evaluation order numbers spaced out — 10, 20, 30 rather than 1, 2, 3. This leaves room to insert rules between existing ones later without renumbering everything.
All Available Actions in This Section
- Show question — reveals a question that is otherwise hidden. Select from your saved questions list.
- Hide question — removes a question from the flow when conditions are met. Select the question to hide.
- Auto-answer — pre-fills an answer without the consignor seeing or completing it. Select the question and enter the answer value.
- Show message — displays a custom inline message at the point the rule fires. Enter your message text in the Value field.
- Send email — triggers an email to the registrant. Select the email template from your template library.
You can add multiple actions to a single rule using + Add another action. All actions fire together when conditions are met.
Pro Tip: Use Show message when you want to surface information without asking a question — for example, displaying a note to returning consignors about what has changed this season.
Available Templates in This Section
If you prefer a starting point over building from scratch, the following templates are available:
- Show a question to specific registrants — reveal a question only when conditions are met
- Hide a question based on an answer — remove a follow-up question when an answer matches
- Auto-answer a question — pre-fill an answer when conditions match
- Show an inline message — display guidance during the registration flow
- Send a custom confirmation email — branch confirmation emails based on answers or ticket type
- Send a reminder email — send a time-based reminder to specific registrants
Note: Templates pre-fill the rule structure but use the same rule builder. You will still select your specific questions, conditions, and values before saving.
Frequently Used Rule Setups
Show a question to returning consignors
Context: Prior registration (profile history)
Field: has_been_seller
Operator: equals
Value: true
Action: Show question → [select your question]
Questions rules give you a registration flow that responds to who is registering — not just what you want to ask.
Next Steps
- LINK TO TICKETS RULES ARTICLE
- LINK TO SCHEDULE RULES ARTICLE
- LINK TO RULES OVERVIEW ARTICLE
Last Updated: SW —