Get better quality insights fast. The Screener block allows you to qualify or screen out testers directly within your maze, removing the need to filter and clean your results data.
Who can use this feature
Screeners are an exclusive Organization plan feature.
Current limitations
- It’s not possible to use conditions between screener questions.
- Please be aware of some considerations when setting up panel orders with screening.
Why should I add a Screener instead of Multiple-Choice blocks?
It's technically possible to set up your own custom combination of Multiple Choice blocks and conditional logic to qualify testers.
However, we recommend using a Screener block instead. Here's why:
- Flexible criteria: In the Screener block, participants are assessed based on all criteria before being excluded. Using Multiple Choice blocks results in participants being excluded in each step.
- Rejection process: It's not possible to add more than one Thank You screen in a maze. When using Multiple Choice blocks, all participants will see the same end screen, regardless of being screened out or not. On the other hand, the Screener block has a specific rejection screen, allowing for a more straightforward rejection mechanism.
- Cost: With the Screener block, you're only charged for qualified testers when placing a hired tester order. Otherwise, if you exclude hired testers from completing your test using conditional logic, you must pay for each tester who takes the maze. Panel testers are entitled to compensation for participating, and shouldn't be screened out in this manner.
Adding a screener
To add screening at the start of your mazes:
- Open the maze builder and click Add block.
- Select Screener.
- Enter up to 5 multiple-choice questions. Learn more about setting up your screener logic in the section below
- If needed, customize the Rejection screen. Here, you can add a short sign-off message and add a custom redirect link for screened-out participants. Learn more about redirect links
Setting up your participant screening logic
To establish your screening criteria, you'll enter up to 5 multiple-choice questions.
Each screening question can be single-select or multi-select. In single-select questions, each answer can either qualify or reject the participant. In multi-select questions, some answer choices may also be defined as not important.
- Qualify: Selecting this option means the participant meets the criteria to continue with the test.
- Reject: This option should be used to actively exclude a participant based on their response. Selecting any reject option will disqualify the participant, even if they’ve selected other qualifying choices as well.
- Not important: This option allows participants to proceed only if selected alongside a qualifying choice. Selecting a non-important option without a qualifying choice leads to the participant being disqualified from the test.
The following video guides you through an example of setting up qualifying criteria in your screener:
Please note:
- To mitigate potential bias, participants can't go back and change their answers.
- It’s not possible to use conditions between screener questions.
- We always recommend previewing your screeners to make sure that questions are clear and easy to understand.
Learn more about how to set up screening logic
Setting up panel orders with screening
When placing a hired tester order with the Screener block, you’ll only be charged for qualified testers.
A panel response with screening questions costs 3 credits per qualified tester. This allows us to compensate testers for the time spent on screening questions, even if they don’t qualify. To revert to the standard rate of 1 credit per response, you may go back to the maze builder and hide the screener block.
When hiring testers for a maze with a Screener block, we'll sample a minimum of 85 panel participants to determine the incidence rate for your study. The incidence rate reflects the proportion of participants that meet your screening criteria, calculated as a percentage of qualified testers out of all potential participants.
If we find that less than 10% of your participants would qualify based on your criteria, the panel order may be canceled and refunded, signaling potential issues with the questions or logic.
To improve the speed and relevance of your responses and minimize the chance of the order being canceled, we recommend applying filters to your panel order to target participants who match your criteria.
Learn more about the incidence rate
The following video demonstrates best practices for using screeners with panel orders:
Save as template
To continue screening participants using the same criteria, you can reuse screener blocks across mazes by saving as a template.
To save a screener as a template:
- Create a maze containing your screener.
- Go back to the projects page.
- Click ••• and select Save as template in the dropdown.
- Enter the name of the template and click Save.
To reuse the screener:
- When creating a new maze, click All templates under ‘Custom templates’.
- Select the relevant template.
Preview
Screener logic is applied when interacting with the screener in Preview mode while building a draft maze.
Selecting at least one rejecting choice leads to the rejection screen. To view the next blocks in the maze, simply click on the block list located on the left side of the preview screen.
Results
At the moment, screener responses don't appear in the Results dashboard. You'll only see responses from qualified participants.
However, you can see screener results for individual responses on the Testers tab.