Overview
Screening questions filter participants before they start your main survey. Use them to ensure only qualified respondents complete your study.
Screening Rules Builder
The screening rules builder provides a visual interface for creating qualification logic.
Accessing the Builder
Navigate to the Recruit tab
Scroll to Screening Questions
Click Add Screening Question
Builder Interface
The builder shows:
Question list with current rules
Rule configuration panel
Preview of disqualification logic
Creating Screening Questions
Step 1: Add a Screening Section
Screening questions appear in a dedicated section at the start of your survey:
Click Add Screening Section
The section appears before your main survey sections
Questions here are evaluated for qualification
Step 2: Add Screening Questions
Add questions to your screening section:
Click Add Screening Question
Choose question type (usually multiple choice)
Write the question text
Add response options
Step 3: Configure Qualification Logic
For each screening question, define who qualifies:
Click the question to edit
Go to Screening Rules
Select which answers qualify participants
Unselected answers lead to disqualification
Screening Multi-Select
Use multi-select for questions with multiple qualifying answers:
Example
Question: "Which of these products have you purchased in the last 6 months?"
Product A (qualifies)
Product B (qualifies)
Product C (qualifies)
None of the above (disqualifies)
Participants selecting at least one product qualify.
Qualification Logic
Simple Qualification
Single condition:
IF answer = "Yes" → Qualify IF answer = "No" → Disqualify
Multiple Conditions
Combine conditions:
IF age >= 25 AND purchased_product = "Yes" → Qualify Otherwise → Disqualify
Disqualification Points
You can disqualify at multiple points:
After individual questions
After a group of questions
At the end of screening
Screening Anomaly Detection
The system automatically detects potential issues:
Common Anomalies
Anomaly | Warning | Resolution |
All options disqualify | "No qualifying paths" | Add at least one qualifying option |
No screening logic | "Question has no rules" | Configure qualification rules |
Conflicting rules | "Rules contradict each other" | Review and simplify logic |
Empty screening | "Screening section is empty" | Add questions or remove section |
Viewing Anomalies
Warning icons appear next to problematic questions. Click to see:
Specific issue description
Suggested resolution
Impact on qualification rate
Best Practices
Question Design
Guideline | Reason |
Keep questions simple | Reduce confusion and errors |
Use mutually exclusive options | Clear qualification paths |
Avoid leading questions | Reduce false qualification |
Limit screening length | Respect participant time |
Recommended Screening Length
Study Type | Max Screening Questions |
Quick survey | 2-3 questions |
Standard study | 4-6 questions |
Complex qualification | 8-10 questions |
Ordering Strategy
Broadest disqualifiers first: Age, basic eligibility
Category qualifiers second: Product usage, behaviors
Specific qualifiers last: Detailed criteria
This minimizes time wasted by unqualified participants.
Screening Question Types
Yes/No Questions
Simple binary qualification:
"Have you purchased any skincare products in the last 3 months?"
Category Selection
Product or behavior categories:
"Which of these brands have you used? Select all that apply."
Numeric Qualification
Numeric thresholds:
"How many times do you typically shop online per month?" (Qualify if >= 2)
Recency Questions
Time-based qualification:
"When did you last visit a car dealership?"
Within the last month (qualify)
1-3 months ago (qualify)
More than 3 months ago (disqualify)
💡 Tip: Include a "None of the above" or "Not applicable" option to cleanly disqualify participants who don't fit your criteria.