Configure a screener

August 14, 2025 20:04

Use these steps to configure a screener.

This article applies to: uz logo tiny.png UserZoom

✅ Plan Availability: All Plans
👥 User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.

On this page:

About Screeners
Limitations
Configure a Screener
Screener configuration examples

About Screeners

Screener Questionnaires ask participants initial questions to check if they fit the desired profile needed for your study.
Participants who don't meet the requirements can be disqualified.
You can save your screener to the Screener Library to reuse it in other studies.
By enabling the Advanced Screener option (Not available for Unmoderated Basic Usability Tests and Moderated studies), you can:
- Skip screener questions by adding conditions to them
- Add Screener Groups and Quotas to your screener
As a best practice before launching your study, test your Screener to verify it works as needed.
Basic Usability Tests and Moderated studies allow a maximum of 5 screener questions.

Legacy Screeners (created before May 25, 2022)

The ability to create a new Screener with the Legacy Logic (Next/Screenout/End Screener) ended on May 25, 2022.
Existing Screeners with Legacy Logic can be edited, updated, and launched as part of your study until November 2022.
We recommend updating to the new Screener format for the best experience.

Limitations

For Basic Usability Test & Moderated studies, the Screener Questionnaire is limited to a maximum of 5 questions.
For Moderated studies:
- To add questions to the Screener, enable scheduling.
- Add your availability before launching your study.
Not all question types are available in a Screener Questionnaire.
Screener Questionnaires aren't available for:
- Mobile app studies:
- Live Intercept studies

Configure a Screener

Go to the Recruitment section of your study.
Click Screener in the left menu.
Click Add Existing Question or +New Question. Each question in the Screener Questionnaire appears by default on a different page.
Choose your question type:
- Choice - One Answer
- Choice - One Answer (Drop Down)
- Choice - Multiple Answers
- Rating Scale - One Answer (Horizontal)
- Text Only (No qualifying logic is available for this question type.)
Enter your question in the Question Text box.
Under Answers, add your answers to the boxes numbered A1 through A6.
- Not all boxes are required.
- Boxes left blank will not appear in the screener.
- If more than 6 answers are needed:
  1. Click the Add rows drop-down.
  2. Choose the number needed from 1 to 5.
  3. Click Add.
Optional configuration items:
- If you'd like to show your answers in more than one column:
  1. Click the Show Answers in drop-down.
  2. Choose the number of columns, 1, 2, or 3.
- Add an Other field for open-ended text answer:
  1. Click the box next to the "Other" field with an open-ended line. Please insert the answer text.
  2. Click in the box that opens to get a list of options to choose from or enter your own text.
If needed, add logic by clicking the dropdown at the end of the question in the Qualifying logic column and choosing your logic:
- Must select:
  - This is the only answer that participants can select to qualify for the study.
  - Available for Choice - Multiple Answer questions only.
- May select:
  - This is one of multiple answers participants can select to qualify for the study.
  - Available for One-answer, Rating Scale, and Multiple-answer questions.
- Disqualify:
  - This answer ends the screener, and the participant doesn't continue with the study.
  - Available for One-answer, Rating Scale, and Multiple-answer questions.
You can also add a "Must select" behavior:
- AND:
  - Available when you have more than one Must select choices in a question.
  - Participants have to select ALL of the must select answers to qualify.
- OR:
  - Available when you have more than one Must select choices in a question.
  - Participants can select ANY of the must select answers to qualify.
Click Save.

Screener configuration examples

May Select and Disqualify

This option is great when only one answer is needed, and certain answers should disqualify participants.

Question:
Which of the following best describes your current role?

Answer choices:

UX Designer
Product Manager
Software Engineer
Marketing Specialist
I am currently not employed in any of these roles ❌ (Disqualify)

🛠 Configuration:

May Select → All options (except disqualify)
Disqualify → “I am currently not employed…”

May Select, Must Select, and Disqualify

This is useful when you want to ensure a specific answer is selected, while also disqualifying others.

Question:
Which devices do you use at least once a week? (Select all that apply)