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Set precise screening criteria with new screener response options

Optimal avatar
Shared by Optimal •

Make participant screening even more precise with new rules for multi-choice screener questions. You can now define which options participants must select, may select, or must avoid to qualify for your study.

Choose from the following rules for each screening question:

Choose from the following rules for each screening question:

  • Must select: Participants must select this option to qualify and move to the next question.
  • May select: Participants can select this option without affecting their eligibility. They will move to the next question.
  • Reject: Participants who select this option are disqualified, even if they meet all other requirements.
  • Go to survey: Participants who qualify for the study and select this option will skip the remaining screening questions and proceed directly to the study. If a participant selects a Reject option or misses a Must select option, they will be screened out and will not go to the study. This option is available for all study types except Interviews.

Get started with a new study in the Recruit tab > select Optimal Panels or Send a link to your list.

If you've selected Optimal Panels, go to Create new profile > + Add screening question.

If you've selected Send a link to your list, go to + Add screening questions to get started.