Managing Saved Screener Questions

 

Create Saved Screener Questions
Use Saved Screener Questions
Edit Saved Screener Questions
Delete Saved Screener Questions

 

When creating tests, you often have a particular type of participant in mind. Targeting specific audiences provides the kind of feedback you need to make the right decisions as you develop products, campaigns, and other digital experiences.

Screener questions identify specific participants for your tests. Over time, your team learns which questions work well for finding the best participants. 

Saved Screener Questions allows you to save and reuse these questions. Saved Screener Questions is available at the account level, across multiple workspaces. Anyone with an unlimited, standard, or light license can create, edit, and delete Saved Screener Questions.

You can use saved screener questions when you create a new test, edit a test, or manage them in your Template Library.

 

Create Saved Screener Questions

  1. Start by creating a new test as usual. 
  2. When specifying the audience for your test, Create from scratch and use the option to add screener questions below the Demographic Filters section. Click Screener Questions to begin writing a new question.

    Screeners1.png 

  3. When you finish creating the screener question, select Save As and give your screener question a descriptive name.

    Specific names make questions easier to find in a list or using search. If you don’t name your screener question, the platform automatically uses the first 40 characters of the question for the name.

    Saving_New_Screener_Q_modal_02.png

    This screener question will be available in your Template Library for your team to use. 

 

Use Saved Screener Questions

To use saved screener questions, start by creating a new test as usual, then do the following:

  1. Click Saved Screener Questions
  2. Drag questions to the Screener Questions pane. If you don’t see the question you want, you can search for it in the Search field.

    Screener_Qs_in_Audience_panel.png

    After adding the screener question, you can use it as is, or make changes.
    • Click Duplicate if you want to modify a screener question to create another, similar question.
    • To save any changes as a new saved screener question, click Save As.

 

Edit Saved Screener Questions

You can edit saved screener questions from the Template Library or by going back to a previously launched test. To make changes, do the following:

Edit from the Template Library

  1. Choose Template Library from the Account menu. 
  2. Click the Saved Screener Questions tab. 
  3. Choose Edit from the Options menu.

    Template_LIbrary_Edit_or_Delete.png

  4. To edit a screener question, choose Edit, make your changes to the question and answers, and click Done to save. This changes the screener question for tests you launch in the future, but it won’t affect past tests or any drafts.

Edit from an Existing Test

Here's what to do if you have launched a test and you want to save the screener question to your library.

  1. Go to the test dashboard.
  2. Open the test with the screener question that you want to use again. 
  3. Find the screener question and click Edit Screener on the top right. 
  4. Click Save As to save the screener question to your Template Library.

You can also do any of the following in the edit screener pane of your test:

  • Click Duplicate to make a copy of the screener question. Modify as needed.
  • Click Delete in the edit pane to remove the screener question from the test. In this instance, Delete only removes the screener question from the test, not from your account. (However, deleting screener questions from the list of saved screeners outside of the edit pane will delete the saved version.)
  • Click Update to make changes to the screener question. This change affects future launches of this test, but may not accurately reflect the questions past participants have already answered.

    Edit_your_Screener_in_Test_Panel_with_outlines.png

 

Delete Saved Screener Questions

To delete Saved Screener Questions, you can do any of the following: 

Delete from the Template Library

  1. Choose Template Library from the Account menu. 
  2. Click the Saved Screener Questions tab. 
  3. Choose Delete from the Options menu. 

    Template_LIbrary_Edit_or_Delete.png

    ⓘ Note: Deleted questions are removed from your team’s account entirely. Be sure no one on your team needs the question before you delete it.

    Delete_Modal_.png

 

To delete several screener questions at once, check the boxes to select the screener questions you wish to delete, and then click Delete

ⓘ Note: Deleted questions are removed from your team’s account entirely. This does not affect completed tests.

Template_Library_Delete_.png

Delete while creating a new test

In addition to deleting from the Template Library, you can also delete while creating a new test.

  1. Click Saved Screener Questions in the Screener section of your test. A list of screener questions appears.
  2. Search or scroll through the list to find the question that you’d like to delete.
  3. Once you've found the question that you'd like to delete for your entire team, select Delete Saved Question. In this example, we want to delete the "Budget Airlines" question. 

    Saved_Screeners_List_from_Audience_panel.png

  4. After selecting Delete Saved Question, you get one last chance to confirm that you want to delete the question from your entire team's account. Click Delete to confirm you want to delete the question from the account.

    Screen_Shot_2020-01-09_at_1.00.59_PM.png

    ⓘ Note: Deleted questions are removed from your team’s account entirely. This does not affect completed tests. 

You can’t undo this action, but if the screener question is in a previously launched test, you can go back to that test and make a new copy. See Edit from an Existing Test.

To learn more, see Using Screener Questions to find your ideal participants and Screener Question best practices.

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