📋 Overview

Purpose: Pre-qualify survey respondents to ensure you collect data only from your target audience while maintaining ethical standards and positive respondent experience.

When to Use:

• Recruiting for online surveys or studies
• Building segmented samples
• Managing quota-based research
• Preventing unqualified responses
• Filtering panel participants

Key Benefits: ✓ Ensures sample quality and relevance

✓ Reduces wasted responses from wrong audience

✓ Manages complex quota requirements

✓ Prevents professional survey takers

✓ Maintains legal compliance

🎯 SECTION 1: Planning Your Screener

Define Target Audience

Audience Definition Template:

TARGET AUDIENCE PROFILE

Must-Have Criteria (Disqualify if not met):
1. [Criterion]: [Specific requirement]
2. [Criterion]: [Specific requirement]
3. [Criterion]: [Specific requirement]

Nice-to-Have Criteria (For segmentation):
1. [Criterion]: [Desired but not required]
2. [Criterion]: [Desired but not required]

Exclusion Criteria (Disqualifiers):
- [Exclusion 1]
- [Exclusion 2]
- [Exclusion 3]

Expected Qualification Rate: [____%]
(Based on how restrictive criteria are)

Set Sample & Quota Requirements