Managing Saved Screener Questions

Learn how the Saved screener questions feature allows you to save time and reuse these questions.

This article applies to: UserTesting 

Saved screener questions is available on the following subscriptions:

Flex plan	Seat-based plan
Essentials	Startup ✓
Advanced ✓	Professional ✓
Ultimate ✓	Premium ✓

 

On this page:

• Create saved screener questions
• Use saved screener questions
• Edit saved screener questions
• Delete saved screener questions

 

---

 

Create Saved Screener questions

• Use saved screener questions when you create a new test, edit a test, or manage them in your Template Library.
• Watch a short video on how to save a screener question:
  

 

To create saved screener questions, follow these steps: 

1. Create a new test.
2. When specifying the audience for your test, select the Create from scratch link.
3. When you arrive at the audience builder page, choose the Screener Question tile to begin writing a new question.
   
4. When you finish creating the screener question, select Save As and give your screener question a descriptive name.
   

 

Notes:

• If you have a Premium or Ultimate subscription, you have three options for setting the access of the question— Personal, Workspaces, and Account—depending on whether you want to have exclusive access to the question or share it with others.
• View our "Template Access Control" article for more information.
• Saved screener questions will be available in the Template Library for your team to use.
  
  

 

 

Use Saved Screener questions

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

1. In the Audience builder, select the Saved Screener Questions link.
2. Click and drag questions to the Screeners section. If you don’t see the question you want, look for it in the search field.
   
   Note: Once the screener is added, you can use it as is or make changes.

 

 

Edit Saved Screener questions

Edit from the Template Library

You can edit saved screener questions from the Template Library or by going back to a previously launched test.

To edit saved screener questions from the Template Library, follow these steps:

1. Choose Manage templates from the navigation menu on the dashboard.
   
2. Select the Screener questions tab.
3. Choose a screener question you wish to edit, then select Edit Template from the Options (...) menu.
   
4. After making changes, click Done to save.

Note: This changes the screener question for future tests you launch, but it won’t affect past tests or any drafts.

 

Edit from an existing test

To edit saved screener questions from an existing test, follow these steps:

1. Navigate to the test dashboard.
2. Open the test that contains the screener question you want to reuse.
3. Select the Edit screener link on the Session tab.
   

 

 

Delete Saved Screener questions

To delete saved screener questions from the Template Library, follow these steps:

1. Choose Manage templates from the navigation menu on the dashboard.
2. Select the Screener questions tab.
3. Choose Delete from the Options (...) menu.
   
   Note: Deleted questions are removed from your team's account entirely. 

 

To delete several saved screener questions at once, follow these steps:

1. Check the boxes to select the screener questions you want to delete.
   
2. Select Delete.

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

 

Delete a Saved screener while creating a new test

To delete saved screener questions while creating a new test, follow these steps:

1. Select Saved screener questions from the audience builder of your test.
2. Search or scroll through the list to locate the question 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.
4. Confirm that you want to delete the question from your entire team's account permanently.
5. Click Delete to remove the question from the account.
   

Note:  Deleting questions entirely from your team’s account 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 the "Edit from an Existing Test" section of this article.

 

 

Related content

Want to learn more? Check out these Knowledge Base articles...  Screener questions: Best practices Screener questions: Create and edit	Interested in growing your skills? Check out our University courses... Writing screener questions Optimizing screeners for faster recruitment
Need hands-on training? Find a live, virtual class that fits your needs. Enroll in one of our UserTesting certification programs.	Can't find your answer? Check out the Community forums. Reach out to Support or our Professional Services team.