Screen participants inside Conveo before the interview starts

A protein-shake study needs health-conscious women aged 18 to 44 who don't reject the category. Until now, those rules lived in each panel provider's dashboard. Recruit from two panels and you built the screener twice, in two tools, and hoped both versions matched. Change one answer and you changed it by hand everywhere.

Screener questions, how it works and what it changes, no sound needed.

How it works

• Describe who you need. Type the audience in plain words, for example "health-conscious women aged 18-44 who don't reject protein shakes". The Study Design Assistant drafts the screener questions. Accept them as they are or edit them in the topic guide editor.

• Set a rule on every answer. In single-select questions, an answer qualifies or disqualifies. In multiselect questions, an answer can be Must select, May select or Disqualify.

• Put it in order. Drag questions and answers into place, randomize answer order to reduce order bias, and pin options such as "None of the above" to the end. The editor saves as you go.

• Participants answer first. Anyone who gives a disqualifying answer is screened out before the interview. Quotas are checked next, so only people who fit and still have a place go through.

One screener for every panel you recruit from

The screener lives on the study itself. The same questions and rules apply whichever recruitment source sends the participant, so there is one version to write, translate and update. Qualifying answers also carry through to analysis as segments you can filter on.

Research teams asked for it in five situations

These come from teams we work with in consumer goods, food and drink, personal care, travel, financial services and research agencies. We kept them anonymous.

• Recent buyers of a brand. Qualify on what people bought in the last few months, screen out brand rejecters, and put a quota on the result.

• Several markets at once. Keep one set of qualifying rules for every country in the study, in each market's language.

• Waves and trackers. Hold the qualifying rules steady from one wave to the next so the results stay comparable.

• Setting it up in-house. Build the screener without handing it to a project manager, starting from the one the team already uses.

• Hard-to-find audiences. Niche segments and low-incidence users, where every interview slot has to go to the right person.

What this means for your research

Your criteria, your quotas and your interview now sit in one study. The rules are written once, every panel applies them the same way, and a change is one edit.

Two limits to know. Screener answers are what participants tell you, so when a claim matters and is hard to check, confirm it in the interview itself. And an AI-drafted screener is a starting point: read every question and rule, then run a test interview with a qualifying and a disqualifying answer before you launch.

Screener questions in under three minutes

See the complete workflow, from drafting the screener to testing a qualifying and disqualifying path.

Read the screener questions guide for every rule type and how screening works with quotas.