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Getting Started with Creating and Publishing Your First Screener

This guide provides a complete, step-by-step walkthrough of building and launching your screener.

Before You Begin: Critical Preparations

To ensure a smooth launch, please complete these two steps in advance:

  1. Pre-fund Your Recruitment Balance: Your account must have a sufficient balance to cover incentives and credits. Delays in funding will result in delayed payments to your respondents.
  2. Prepare Your "Opt-in Consent" PDF: You cannot invite participants to a project without first uploading your research terms or consent form. Preparing this document now will prevent delays later.

Building Your Screener: A Step-by-Step Guide

From your main indeemo Dashboard, click Recruitment in the top navigation, then click the New Recruit button. This opens the 4-step builder.

Step 1: Define Your Project Details

This section captures the core information for your study.

  • Internal Recruit Name: A private name for your reference (e.g., "UK Banking Study - Gen Z").
  • Target Audience: Choose B2C (General Population) or B2B (Industry Professionals).
  • Project Topic(s) (B2C only): Select topics to help match with interested respondents.
  • Research Methodology: Select In-the-Moment (App Based) Project
  • Time Required: State the total time commitment for the respondent (e.g., "60 minutes").
  • Incentive: The total amount (in USD) a respondent will earn for full participation.
  • Respondent Pitch: This is what applicants will see.
  • Recruit Title: A catchy, attention-grabbing headline.
  • Recruit Details: A concise, exciting description of your study.
  • NDA Link (Optional): Add a link to your Non-Disclosure Agreement if required.
  • Researcher Name: The name that will appear on all messages sent to applicants.

Step 2: Set Your Audience Criteria

Here you'll set the demographic and professional filters for applicants.

  • Target Number of Respondents: The number of participants you need to recruit.
  • Best Practice: The platform automatically sources double your target number to provide a wider pool to choose from.
  • Location: Choose the country and optional cities for your recruitment.
  • Other Criteria (Optional): Refine your audience by Household Income, Gender, Education, Ethnicity, and Age Range.

Pro Tip: If you need a highly specific demographic (e.g., exactly 25 years old, not an age range), it is best practice to also add this as a qualifying screener question in the next step to ensure accuracy.

Step 3: Add Your Screener Questions

This is where you will add the questions that qualify or disqualify applicants based on their answers.

  1. Click Add Question.
  2. Enter your question text.
  3. Choose a Question Type (e.g., Radio, Checkbox, Text Box).
  4. Add your answer options.
  5. For each answer, set its logic to Qualify or Disqualify.
  6. Check the Required box to make the question mandatory.

Step 4: Review and Publish

The final screen provides a complete overview of your setup. Review all details carefully.

When you are ready, click Publish Recruit. Your screener is now live with a status of 'Recruiting' and is visible to applicants.