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Screener questions automatically qualify or disqualify participants before they start the interview. Participants answer these questions first, and based on their responses, they either proceed to the interview or are screened out.
Screener questions are only available in new studies. If you’d like an older study converted, contact the Conveo team.

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Setting Up Screener Questions

Add screener questions during study setup through the AI Design Assistant, or directly in the topic guide editor:
  1. Create a new question under a screener objective
  2. Choose Single choice or Multiple choice
  3. Add your answer options and set the qualification category for each

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Qualification Categories

Single choice questions:
CategoryEffect
QualifyParticipant passes if they select this option
DisqualifyParticipant is screened out if they select this option
Multiple choice questions:
CategoryEffect
May selectOptional - doesn’t affect qualification
Must selectParticipant fails if they don’t select this option
DisqualifyParticipant is screened out if they select this option
Participants must pass all screener questions to be qualified. Failing any question screens them out immediately.

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Example

Question: “Do you currently use our product?” (Single choice)
  • “Yes, regularly” → Qualify
  • “Yes, occasionally” → Qualify
  • “No, I’ve never used it” → Disqualify
Question: “Which features have you used?” (Multiple choice)
  • “Dashboard” → Must select
  • “Reporting” → May select
  • “None of the above” → Disqualify

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Panel Provider Integration

When using integrated panel providers (like Respondent), screened-out participants are automatically reported back to the panel so they aren’t charged and your recruitment quotas stay accurate.

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Viewing Screener Results

Screener responses appear in the Interview Grid as columns and in Question Analysis for aggregate views. You can filter your analysis by screener responses to compare segments.
Need help? Contact us at [email protected]