Screener surveys: they help you conduct more efficient and effective UX research by ensuring you hear from only the most relevant, qualified, and thoughtful respondents.
Read on for a step-by-step guide to writing a great screener, plus screener survey examples and hard-won tips.
What is a screener survey?
Screener surveys (also called ‘screener questions’ or just ‘screeners’) are a series of questions at the beginning of your survey that give you more information about the potential respondent, their characteristics, experience, and more.
They allow you to filter out the people you don’t want to take your survey (if you use them effectively when you invite subjects to apply to your research study)—so you can get more responses from the people you do want to hear from.
For example, if your survey is designed to learn more about how power users use your web app, you’ll want a screener that filters out new users and those who use your mobile app exclusively.
By eliminating those users from your survey, you can hear more from the users you’re looking for—and get more of the data you really need.
Screener survey examples and sample questions
Screener questions break down into 4 main buckets:
- Demographic questions tell you characteristics like age, race, gender identity, income level, marital status, and more
- Behavioral questions give you insight into how candidates behave, including their habits and how they make decisions
- Industry-specific questions help you understand respondents’ expertise and career details
- Product-specific questions filter candidates by their usage and level of experience with your product or a similar product or service
Let’s look at a few examples of each.
Select your most recent annual income:
- Less than $30,000
- $30,001 - $50,000
- $50,001 - $75,000
- More than $75,000
Behavioral screener questions
Have you ever used an app to find recipes to cook?
How often do you tackle accounting tasks for your business?
- Weekly or more often
When was the last time you purchased shoes online?
- Within the last week
- Within the past month
- This year
Do you work in any of the following industries?
- None of the above
Have you worked in X industry?
How long have you worked in your current industry?
- Less than one year
- 1 - 3 years
- 4 - 7 years
- More than 7 years
Product or service screener questions
Have you ever used X category product?
How long have you used X product?
- Less than a month
- A few months
- A year
- More than one year
How many times per week do you log into N app?
- 1 - 5 times
- 6 - 10 times
- More than 10 times
Please rank your level of experience with our product:
Why should I use a screener survey?
The value of a well-written screener survey is pretty straightforward—you’re able to identify quality participants who can speak to the pain or problem you’re trying to understand.
Beyond that, a well-executed screener enables you to:
- Reach the right respondents for your survey’s goals
- Identify & develop your ideal customer persona
- Increase the efficiency and ROI of your survey
- Save time and money by not talking to the wrong people
- Get better quality responses and data
- Help inform candidate selection for future research
“When iterating on a product or service, you want to use feedback from your target audience, not just anyone who ends up in your survey,” consultant and researcher Kirsten Lee Hill said. “For instance, if I have a product for college students and I want to better understand their needs, wants, and experience, I don't want to seek feedback from a working adult in their mid-thirties.”
How to write a great screener survey
Screener surveys can be incredibly valuable, but they don’t have to be complicated or involved. Adding just a handful of questions to help narrow down your candidates makes a big difference if you do it right—and you can do that in 3 quick steps.
Step 1: Start with a clear picture of the respondents you want
Pulling screener questions out of thin air won’t get you closer to the people you need to hear from, and neither will copy and pasting questions from someone else’s survey. To write an effective screener, you need to start by getting really clear about who you’re looking for:
What characteristics do the respondents you want to talk to share?
What field do they work in?
What are their goals?
What habits do they possess?
Do they currently use your product or service?
Are they power users or casual users? How do you define each?
Step 2: Understand the respondents you don’t want
Screeners are as much about weeding out poor-fit respondents as they are about identifying the great fits. That’s why you need to have a clear picture of the kind of people you don’t want in your survey, too.
Ask yourself the same questions from Step 1—from the perspective of the respondents you don’t need to hear from.
Having these characteristics in mind during Step 3 is a great place to start. From there, you can write screener questions specifically designed to spotlight the respondents you don’t want.
Step 3: Include at least one screener question for each criteria
Once you have a profile of who you want to target (and who you don’t), consider that your roadmap for writing your screener survey. Each point listed above should have at least one question to weed out potential candidates who don’t fit that criteria and spotlight the people who do.
For example, let’s say you want to hear from people who’ve recently purchased a new home. Your screener might filter for that by asking:
Are you a homeowner?
And follow up with this question:
When did you purchase your current home?
- Within the last month
- 1 - 6 months ago
- 6 - 12 months ago
- More than 12 months ago
Here’s another example: Let’s say you don’t want to hear from people who already use your product. Your screener can filter current users out with a simple yes or no question:
Have you ever used X product?
If your product has changed a lot, you can add a follow-up like this:
When was the last time you used X product?
- Less than a week ago
- A month ago
- A few months ago
- A year ago
- More than a year ago
You can also include what’s known as ‘red herring questions’ to weed out respondents who don’t have the expertise they say they do. Here’s an example from Lucid:
What is the standard markup language of the World Wide Web?
- None of the above
- I’m not sure
Red herring questions seem obvious to the type of respondents you’re looking for—but they’re far from obvious to people only pretending to have that expertise. So, you can automatically eliminate any candidates who answer incorrectly.
Tips for writing a great screener
As you can see, a great screener survey doesn’t have to be super involved—but it does need to be targeted, clear, and free from bias. Here are a few tips to ensure your questions from Step 2 above will effectively screen out the wrong candidates.
Avoid leading and obvious questions
One of the biggest mistakes survey beginners make is to phrase questions in a way that makes the answer you’re looking for obvious—in a way that leads respondents to the ‘right’ answer.
Broad and obvious questions often don’t actually help you eliminate any potential candidates. A question like “Do you wear red shoes?” for example, isn’t that useful—because you’ll find nearly everyone says they wear red shoes.
Here’s another example of what not to do:
On a scale of 1-10, how much do you love using our mobile app?
This question leads respondents to a particular point of view—that they love your app and it’s easy for them to use.
Ask this instead:
On a scale of 1-10, with 1 being ‘extremely difficult’ and 10 being ‘effortless’, please rate your experience using our mobile app.
Validate information in multiple ways
To find the most qualified respondents, make sure you’re asking for information in multiple ways. For example: you might ask whether they wear shoes at all, or what kinds of shoes they wear. Then ask what color of shoe they like to wear, what color they’re wearing right now, and which colors they currently own.
Focus on behavioral and qualitative responses
It’s important to ask demographic questions so that you can understand who you’re talking to. But once you get beyond the basics, focus your attention on the behavioral and qualitative screener questions that will add vital context to your survey.
Use open-ended questions to gauge thoughtfulness
While closed questions ensure your screener is quick and easy for people to fill out, you should always include at least one open-ended question in every screener survey.
Why? Because you aren’t just looking for respondents who fit your profile—you’re also looking for people who will provide thoughtful answers to your survey. Those are the respondents worth their weight in Dogecoin.
Give them an opportunity to show that with an open-ended screener question, so you can filter in attentive respondents and filter out more flippant candidates.
Screener surveys made easy
A well-written screener ensures you spend less time wading through useless survey responses and more time putting ultra valuable insights to good use in your UX. With the tips above, you’re ready to get started.
Creating screener surveys is super easy using Great Question and our guided templates—click here to get started at GreatQuestion.co.
Looking for a little help with your screener survey? Feel free to send them to me for review at email@example.com, or book a time to review your screener live at https://calendly.com/neddwyer/nedwin.