Screening Research Participants with Screener Surveys

Course Curriculum

Making the Case for Participant Screening (3 Lessons, 16 min)

• Course Overview & Downloads
• Screening vs. Recruiting
• The Cost of Not Screening Effectively

Targeting the Right Participants (8 Lessons, 75 min)

• Demographic Segmentation
• Geographic & Psychographic Segmentation
• Behavioral Segmentation
• Segmentation Best Practices
• Define Your Selection Criteria
• Watch Me Define Selection Criteria for a Real Study
• Watch Me Create a Recruitment Matrix for a Real Study
• Convenience Samples: What to Consider

Creating a Screening Plan (5 Lessons, 52 min)

• Screening Plans: Quick Overview
• Screener Methods: Surveys vs. In-Person vs. Calls
• Screening Approaches: Automated vs. Manual Screening
• Screening Approaches: Double Screening
• Screening Tool Considerations

Crafting an Effective Screener Survey (10 Lessons, 86 min)

• What Makes a “Good” Screener Survey?
• How to Structure Your Screener Survey
• Watch Me Use Selection Criteria to Outline a Screener Survey
• Open-Ended vs. Closed Questions
• Write Good Survey Questions
• Help Candidates Respond to Your Questions
• Prevent Biased Answers & “Gaming” the Survey
• Setting Up Survey Logic
• Can You Stop Cheaters & Professional Testers?
• Plan for a Pilot Survey

Evaluating, Analyzing, and Storing Screener Survey Data (5 Lessons, 57 min)

• You’ve Launched Your Screener! Now What?
• Watch Me Prepare Screener Data for Analysis
• Watch Me Choose Study Participants from Screener Responses
• Making the Most of Your Data, Participants, and Screeners
• Conclusion