Screener questions are a crucial part of research studies, surveys, or tests. They are specifically designed questions used to filter out participants who don't fit the criteria needed for your study.
Add a screener to your study today to help ensure that the data collected is relevant and useful. Screeners are available on all unmoderated tests and all plans 🎉
How to set up your screener questions
From your dashboard, click +Create study, and then Test or survey. You can also enable screeners by editing any existing test.
Once in the test builder, toggle the Screener feature on to get started. You'll find it just below the Test details section of the test builder.
Create your screening questions, and enter any answer choices you wish to present to your participants. You'll have the option to use either single or multi-select answers. You can add up to four screener questions to any unmoderated study.
For each answer choice, set the eligibility for each answer. The eligibility you set here will determine which answers allow participants access to take your test, and which choices disqualify participants from the study.
Helpful tip: Check out our best practices article for help creating effective screener questions!
When setting eligibility on your answer choices, you'll choose between three options:
Qualify—participants who select these answer choices (and no "disqualify" choices in the case of multi-select answers) will be given access to complete your test
Disqualify—participants selecting this option will automatically be screened out and won't take part in your study. If you have a multi-select answer and a participant selects both a "qualify" and a "disqualify" answer, disqualification takes precedence, and the panelist will be screened out of your study.
Not relevant—available only on multi-select answers; selecting answers marked "not relevant" will not affect a participant's eligibility.
Helpful tip: For multi-select questions, participants must select at least one "qualify" option and no answers marked "disqualify".
Once you've set up your screener and built your test, save your changes to move on to participant recruitment.
Using logic in screeners
Logic can be applied to all screener questions except the first question, since there's nothing to reference before it. To start, toggle on logic with the Add logic button:
Next, decide if you want the current question to be shown or hidden in the first drop-down. In the second drop-down menu, select the question you want to reference. In the final drop-down list, select the answer(s) the participants need to select in order to trigger the logic:
Careful to not make changes to previous logic references while continuing to edit your test. If you do need to update a previous selection being referenced, be sure to update your logic as well before moving forward with recruitment.
For tips on using logic, check out our article on test logic here.
Ready to recruit? Check out our recruitment article to get started!
Common questions
How many screener questions can I ask in a study?
You can include a maximum of 4 screener questions in a moderated study.
Can I save a screener to reuse on multiple future studies?
You won't be able to save a screener for reuse across tests just yet, but this is on our radar. Let us know if this is a feature you'd like to see!
Can I filter my test results based on answers to my screener questions?
Yes, you can filter this way. To do this you'll need to show the screener in your results then filter by answers in the same way you would for other questions. Check out our help center article here for more details.
Can I view screener responses in my CSV export?
Your exported CSV results will include the screener responses and test responses for each participant in your study.
Are screener questions available when ordering responses from the external panel?
At this time, we do not support screener questions when using our external partner panel for responses.