Configure a screener

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

  • 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:
  • 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.
  • Learn more about Screeners in this Academy course.

 

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.
  • For more information, refer to Update a legacy Screener.

 

 

Limitations

 

 

Configure a Screener

  1. Go to the Recruitment section of your study.
  2. Click Screener in the left menu.
  3. Click Add Existing Question or +New Question. Each question in the Screener Questionnaire appears by default on a different page.
  4. 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.)
  5. Enter your question in the Question Text box.
  6. 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.
  7. 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 Include "Other" field with an open ended line. Please insert answer text.
      2. Click in the box that opens to get a list of options to choose from or enter your own text.
  8. If needed, add logic by clicking the dropdown at the end of the question in the Qualifying logic column and choose 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.
  9. 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.
  10. Click Save.

 

 

Screener configuration examples

May Select and Disqualify

May Select, Must Select, and Disqualify

 

Related content

information icon.png

knowledge icon.png

Want to learn more? Check out these Knowledge Base articles... 

Interested in growing your skills? Check out our University courses...

video icon 2.png

team icon.png

Need hands-on training?

Can't find your answer?

Reach out to Support or our Professional Services team.

Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up. 

Was this article helpful?
3 out of 11 found this helpful