When you are recruiting participants from a panel, from a community, or from an online ad, it is important to create a project screener to screen participants for the right attributes.
One functionality of the "Project Screener" is to create screener questions that screen participants for specific attributes. Later on, you can also manage the number of participants for those specific attributes. See "Quota".
There can only be one project screener for each project and all participants will have to take the project screener when they join the project before they are allowed to see the project and surveys.
Video Tutorial
Creating a Project Screener
You start by going to "Build Surveys" > "+ New Survey" > Toggle "Project Screener"
There are only two question types available on the "Project Screener": Multiple Choice Question and Instruction.
Typically, you can include an instruction question type to introduce the Project Screener to participants and then create your screener questions. Below, we include Age as an example of a screener question.
You can select the "correct" responses by checking the boxes on the right side of the choices. In this example, we may only want to select individuals who are over 40 years old to join the project. Therefore, we select the following as seen below. The "correct" options that participants have to select to join the project will outlined in green.
You can proceed to add more project screener questions. Participants will need to pass all the project screener questions to be able to start the project. As shown below, you can add a question about which country the participant is living in and only select participants who live in the United States.
Learn the Screener Question Feature The "Screener Question" feature is used to screen out participants DURING the project. In other words, while they are participating in the experience sampling or ecological momentary assessment project and ...
How to Create Your EMA and ESM Project Begin by logging into your ExpiWell account on the web. Once logged in, click on the '+New' button to initiate the project creation process. Enter the title of your project and customize the access code if ...
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How to Create Quotas Often, you will want to not only screen out participants but also set quotas on the number of participants in a specific category. For instance, you may wish to have 100 participants who are aged 40-60 and 100 participants who ...