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Advanced Screener Design: Using Question Types and Logic

This guide provides a detailed look at the different question types and how to use logic to create a smarter, more efficient screener.

Question Types

You have 6 question types to choose from:

  • Radio (Single Select)
  • Checkbox (Multi-select)
  • Multi-line text box
  • Single-line text box
  • Number Box
  • Slider (number selector)

Using Qualification Logic

For Radio and Checkbox questions, you control who qualifies for your study.

  • Qualify: Answering this way makes the applicant a potential match.
  • Disqualify: Answering this way automatically marks the applicant as 'Not Qualified'. They can still complete the screener but will be flagged for you in the dashboard.

For Checkbox (Multi-select) questions, you have more granular control:

  • Must Select: The applicant must choose this option to qualify. If you have multiple 'Must Select' options, they must choose all of them.
  • May Select: The applicant can choose this option, but it's not required for qualification.
  • Disqualify: If the applicant chooses this option, they are automatically disqualified.

Using Skip Logic

Skip Logic creates a custom path through your screener based on an applicant's answers, making it faster and more relevant. You can add Skip Logic to Radio (Single Select) and Checkbox (Multi-select) questions.

How it works:

  1. After creating your question, check the Skip Logic box.
  2. A dropdown menu will appear for each answer option.
  3. Choose to jump to a specific future question or to the End of Survey based on that answer.

Best Practice for 'End of Survey':

For most disqualification criteria, it is better to use the 'Disqualify' option without Skip Logic. This allows the applicant to complete the screener, giving you a full set of answers for review. You may decide to loosen your criteria later and manually qualify them.

Only use Skip to 'End of Survey' for answers that are absolute deal-breakers, where you are 100% certain you do not need any more information from that applicant.