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Designing a successful screening survey
Designing a successful screening survey
Screening survey best practices
Updated over a week ago

Screening surveys are an easy way to use multiple choice questions to select who you want to include or exclude from a test. 

The answers to each question have a 'thumbs up' or 'thumbs down' option, and only testers who select a thumbs up option will be included in your test. 

Testers have to pass all of the questions in order to participate, so it is best to limit your questions to your most important questions. Testers will be accepted automatically if they pass your screening requirements.

If you choose a check-mark option to allow testers to choose multiple options, they will be accepted if they select one or more valid answer.

Here are some common types of questions asked in screening surveys: 

Lifestyle Questions: 

  • How often do you workout? 

  • Do you own a home? 

  • How many flights do you book each year? 

  • What age are your children? 

Participation Questions:

  • This app requires you to share your location to participate. Would you still like to participate? 

  • This test requires you to check-in daily for 5-10 minutes to share updates. Would you still like to participate? 

Technical Questions:

  • Which model of iOS device do you own? 

  • Are you familiar with VPN services and products? 

  • Have you ever traded cryptocurrencies? 

Creating too many questions may result in a tester pool that is too small to get the number of completed tests you are requesting. To get the best results, try to create open-ended questions that don't lead testers to answer a certain way. It's best to limit each screening survey to 3-6 questions. 

Question Types that are Not Allowed:

Make sure you avoid questions that might violate our rules or other internet privacy rules, such as:

  • Health related questions that violate HIPAA privacy laws

  • Questions that ask about other sensitive topics that may be offensive to have to answer

  • Questions that reveal personal info that a user may not want to share or have associated with their online profile

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