Set up a screening questions for respondents ![\"Copy](\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\")
<\/a><\/h2>\n\n\nIn the Screening questions<\/strong> substep of the Questionnaire<\/strong> step, you can set up your screening questions.<\/p>\n\n\n\n\n- These questions are shown to respondents before<\/strong> the study begins. Respondents cannot proceed<\/strong> until they answer them (if you have this option enabled).<\/li>\n\n\n\n
- Screening questions can only be multiple-choice<\/strong> types: Dropdown<\/em>, Checkbox<\/em>, or Radio Button<\/em>.<\/li>\n\n\n\n
- The purpose of screening questions is to include only respondents who meet your specific criteria<\/strong>.<\/li>\n<\/ul>\n\n\n\n \n Step 1<\/span>\n\n
Write your questions.<\/strong> You can provide additional information in the Description<\/strong> field when necessary.<\/p>\n <\/div>\n \n\n \n Step 2<\/span>\n\n Select whether you want the screening questions to appear as a Dropdown<\/strong>, Radio Button<\/strong>, or Checkbox<\/strong> selection. You can add as many as you like.<\/p>\n <\/div>\n \n\n \n Step 3<\/span>\n\n Click Add answer<\/strong> to create as many answer options as needed.<\/p>\n <\/div>\n \n\n \n Step 4<\/span>\n\n For Radio Button<\/strong> and Dropdown<\/strong> answer types, use the Reject<\/strong> checkboxes to mark which answers should exclude respondents who select them.
For Checkbox<\/strong> answer types, set each choice as Must select<\/strong>, May select<\/strong>, or Cannot select<\/strong>, depending on how it should affect qualification.<\/p>\n <\/div>\n \n\n \n Step 5<\/span>\n\n Below the screening questions, you can customize the message<\/strong> displayed to respondents who have been rejected.
You can also set a redirect URL<\/strong> for those who have been rejected (e.g., to link them to a different study that is open to anyone).<\/p>\n <\/div>\n <\/div>\n\n\nCreate your questions <\/a><\/h2>\n\n\nIn the Survey questions<\/strong> substep of the Questionnaire<\/strong> step, you can set up your survey questions.<\/p>\n\n\n\n \n Step 1<\/span>\n\n If needed, customize Survey title and description<\/strong> shown before the survey \u2013 for example, to provide special instructions for answering the questions. This can also be turned off.<\/p>\n <\/div>\n \n\n \n Step 2<\/span>\n\n Write your questions.<\/strong> You can include additional information in the Description<\/strong> field or attach an image<\/strong> if necessary. Images can be zoomed in and are scrollable for participants.<\/p>\n <\/div>\n \n\n \n Step 3<\/span>\n\n Select the answer type.<\/strong> Answers can be:
– Free text:<\/strong> single-line, multi-line, or numeric input.
– Multiple choice:<\/strong> checkboxes, checkboxes with images, checkbox grid, radio buttons, radio buttons with images, or radio button grid, dropdown.
– Scoring:<\/strong> 5-point or 7-point Likert scale, or Net Promoter Score (NPS).<\/p>\n <\/div>\n \n\n \n Step 4<\/span>\n\n Select Answer required<\/strong> if you want the question to be mandatory. Otherwise, respondents will be able to skip it.<\/p>\n <\/div>\n \n\n \n Step 5<\/span>\n\n If the question collects personal data, mark it as Collects personal data<\/strong>. In this case, participant consent is required before proceeding. You can toggle Privacy & Consent<\/strong> message in the Messages step<\/a>.<\/p>\n <\/div>\n \n\n \n Step 6<\/span>\n\n Click Add question<\/strong> to include more questions, and repeat steps 2\u20135 for each one.<\/p>\n <\/div>\n <\/div>\n\n\n\n \n Tip: <\/strong>You can insert new questions directly above or below an existing question using the options in the question menu. This makes it easier to expand questionnaires without manually rearranging the order.<\/div>\n <\/div>\n\n\nAbove the list of questions, you\u2019ll find an option to import<\/strong> or export<\/strong> questions using a CSV file<\/strong>. Use this feature to easily reuse surveys<\/strong> across studies or to import surveys<\/strong> created outside the study setup environment.<\/p>\n\n\n\nUse UTF-8 encoded CSV files to ensure that the import works correctly. The simplest way to save your imported file with UTF-8 encoding is to edit it through Google Sheets<\/a> (click the link for more instructions). To get a UTF-8 encoded file when saving your file in Excel, go to File -> Save As and select CSV UTF-8 before you click Save.<\/p>\n\n\n\n
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- These questions are shown to respondents before<\/strong> the study begins. Respondents cannot proceed<\/strong> until they answer them (if you have this option enabled).<\/li>\n\n\n\n
- Screening questions can only be multiple-choice<\/strong> types: Dropdown<\/em>, Checkbox<\/em>, or Radio Button<\/em>.<\/li>\n\n\n\n
- The purpose of screening questions is to include only respondents who meet your specific criteria<\/strong>.<\/li>\n<\/ul>\n\n\n\n
\n Step 1<\/span>\n\nWrite your questions.<\/strong> You can provide additional information in the Description<\/strong> field when necessary.<\/p>\n <\/div>\n \n\n
\n Step 2<\/span>\n\nSelect whether you want the screening questions to appear as a Dropdown<\/strong>, Radio Button<\/strong>, or Checkbox<\/strong> selection. You can add as many as you like.<\/p>\n <\/div>\n \n\n
\n Step 3<\/span>\n\nClick Add answer<\/strong> to create as many answer options as needed.<\/p>\n <\/div>\n \n\n
\n Step 4<\/span>\n\nFor Radio Button<\/strong> and Dropdown<\/strong> answer types, use the Reject<\/strong> checkboxes to mark which answers should exclude respondents who select them.
For Checkbox<\/strong> answer types, set each choice as Must select<\/strong>, May select<\/strong>, or Cannot select<\/strong>, depending on how it should affect qualification.<\/p>\n <\/div>\n \n\n\n Step 5<\/span>\n\nBelow the screening questions, you can customize the message<\/strong> displayed to respondents who have been rejected.
You can also set a redirect URL<\/strong> for those who have been rejected (e.g., to link them to a different study that is open to anyone).<\/p>\n <\/div>\n <\/div>\n\n\nCreate your questions
<\/a><\/h2>\n\n\nIn the Survey questions<\/strong> substep of the Questionnaire<\/strong> step, you can set up your survey questions.<\/p>\n\n\n\n
\n Step 1<\/span>\n\nIf needed, customize Survey title and description<\/strong> shown before the survey \u2013 for example, to provide special instructions for answering the questions. This can also be turned off.<\/p>\n <\/div>\n \n\n
\n Step 2<\/span>\n\nWrite your questions.<\/strong> You can include additional information in the Description<\/strong> field or attach an image<\/strong> if necessary. Images can be zoomed in and are scrollable for participants.<\/p>\n <\/div>\n \n\n
\n Step 3<\/span>\n\nSelect the answer type.<\/strong> Answers can be:
– Free text:<\/strong> single-line, multi-line, or numeric input.
– Multiple choice:<\/strong> checkboxes, checkboxes with images, checkbox grid, radio buttons, radio buttons with images, or radio button grid, dropdown.
– Scoring:<\/strong> 5-point or 7-point Likert scale, or Net Promoter Score (NPS).<\/p>\n <\/div>\n \n\n\n Step 4<\/span>\n\nSelect Answer required<\/strong> if you want the question to be mandatory. Otherwise, respondents will be able to skip it.<\/p>\n <\/div>\n \n\n
\n Step 5<\/span>\n\nIf the question collects personal data, mark it as Collects personal data<\/strong>. In this case, participant consent is required before proceeding. You can toggle Privacy & Consent<\/strong> message in the Messages step<\/a>.<\/p>\n <\/div>\n \n\n
\n Step 6<\/span>\n\nClick Add question<\/strong> to include more questions, and repeat steps 2\u20135 for each one.<\/p>\n <\/div>\n <\/div>\n\n\n
\n \nTip: <\/strong>You can insert new questions directly above or below an existing question using the options in the question menu. This makes it easier to expand questionnaires without manually rearranging the order.<\/div>\n <\/div>\n\n\nAbove the list of questions, you\u2019ll find an option to import<\/strong> or export<\/strong> questions using a CSV file<\/strong>. Use this feature to easily reuse surveys<\/strong> across studies or to import surveys<\/strong> created outside the study setup environment.<\/p>\n\n\n\n
Use UTF-8 encoded CSV files to ensure that the import works correctly. The simplest way to save your imported file with UTF-8 encoding is to edit it through Google Sheets<\/a> (click the link for more instructions). To get a UTF-8 encoded file when saving your file in Excel, go to File -> Save As and select CSV UTF-8 before you click Save.<\/p>\n\n\n\n
- Screening questions can only be multiple-choice<\/strong> types: Dropdown<\/em>, Checkbox<\/em>, or Radio Button<\/em>.<\/li>\n\n\n\n