Table of Contents

Screeners and Surveys

Billy Dowell Updated by Billy Dowell

Setting up Screener and Survey questions

When setting up studies, you will see options to create Screener or Survey questions, depending on your study type.

In this guide, we are going to talk about setting up your questions, their features, how to use Skip Logic, and Advanced Skip Logic.

Where are Screener questions used vs Survey questions?

Survey questions are used in Survey studies, as well as Panel studies, but are referred to as a Signup Form.

Screener questions are currently only used in Customer Interview studies.

  • Screener questions can also have Ideal answers to help with the review process. Ideal answers can be selected to set the desired responses for Manual or Automatic review.
    • To select Ideal answers, click the star icon next to the desired answer choice.
  • Automatic review is used to set up the study so that candidates can schedule right away if they match all Ideal answers.
    • To enable Automatic review on draft studies:
      • Click on the gear icon in the top left corner.
      • Select Automatic review.
    • To enable Automatic review on published studies:
      • Select an ideal answer and then click on the Settings tab under Screener.
      • Select Automatic review. Changes are saved automatically and noted by a green popup message.
Automatic review is only available on Business and Enterprise plans. Ideal answers must be selected for Automatic review to work.
Ideal Answer
Ideal Answer Select
Manual Automatic Review

What are the different question types, and what do they mean?

There are multiple question types to help you get the information you need:

  • Short Text: Used to capture quick answers or information.
  • Long Text: Used to capture more detailed answers or information.
  • Email: Used to capture a new email address, such as an alternate or preferred email address.
  • Number: Used to capture answers containing only numbers. Special characters are not accepted.
  • Website: Used to capture a URL.
  • Yes / No: Used to capture yes or no answers.
  • Multi Select: Used to capture one or more choices from a list of choices.
  • Linear Scale: Used to capture answers on a scale of anywhere between 0 and 10.
  • Single Select: Used to capture a specific choice from a list of choices.
  • Info: Used to provide information to your candidates. Not used to capture information.
  • Date: Used to capture a specific date.
  • Location: Used to capture locations based on the participant's input.
Email does not update the participant's email address, as this is captured in the Your details section.

What are attributes, and how are they used for questions?

Under each question, there is an Attribute button, which allows you to convert the question into an existing or net new attribute. By doing this, candidates’ responses will be added to their profiles under that attribute, so you can search and filter for them later.

Attribute

For details about the different attributes and how they are used in the candidate profile, check our Candidate Attributes guide.

To use attributes in your questions:

  1. Click on the Attribute button
  2. Search for the attribute you want to use and select it.
    1. You will only be able to select attributes that can be used for your question type.
    2. If you do not see the attribute you want, you can create a new one by clicking on Save this as a new attribute.
  3. Once selected, the Attribute button will change to the attribute name.
    1. To remove, click on the attribute and click Remove at the bottom of the dropdown modal.

What is Skip Logic, and where can it be used?

Skip logic allows you to set up multiple questions and have participants move from one question to another based on their answers to the previous question.

You can also use Advanced Skip Logic per question to create multiple paths for your participants. Details in steps below.

Skip logic can be used in Survey studies, Panel studies, and Customer Interview studies with Screeners.

Skip Logic
Skip Logic Setup
Advanced Skip Logic
How to set up Skip Logic

Once you have your study created and are on the Survey or Screener step:

Skip logic cannot be used to go to a previous question. (i.e., a participant cannot be sent from question 3 to question 1)
Advanced Skip Logic cannot be used with Mulit Select question types.
  1. Start by creating your questions. You will need more than two questions.
  2. Scroll back to the question that you want your skip logic to start at.
  3. Click the Skip Logic button.
  4. In the right-side modal, start by selecting your first rule, which depends on the question type.
  5. After setting up the rule, choose which question you want participants to be directed to.
  6. To use Advanced Skip Logic, you can click + Add branch, which will add an option for a new rule.
  7. Set up your next rule and then choose an alternate question that they should be directed to.
  8. Once all skip logic options have been set, click on Save at the bottom of the modal.
  9. Repeats for any other questions that you want skip logic applied to.

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