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Screener Survey Template

A free screener survey template for market researchers and UX teams. Find the right people for focus groups and interviews before you invite them.

Use template

Customize the pages and design to fit your needs.

See if you qualify.

Answer a few short questions in about 3 minutes.

About this template

Screen participants on age, work, recent behavior, industry conflicts, past studies and availability, with an open question that shows who can explain their thinking. Use conditional logic to end early for people who don't qualify.

Common uses

  • Focus group recruiting
  • User interviews and usability tests
  • Market research panels

Key features

  • Industry and past study checks
  • Open answer quality check
  • Conditional logic to screen out

What this template asks

  1. What's your name?

    Short Text

  2. What's your email address?

    Email

  3. What's your phone number?

    Phone · Optional

  4. What's your age?

    Single Choice · Under 18, 18 to 24, 25 to 34, 35 to 44, 45 to 54, 55 or older

  5. Which best describes your work?

    Single Choice · Business owner, Manager, Individual contributor, Student, Not working right now

  6. Which of these have you done in the past 3 months?

    Multiple Choice · Bought something online, Used a meal kit, Booked a trip, Switched phone plans, None of these

  7. Do you or anyone in your household work in market research, advertising or journalism?

    Yes / No

  8. When did you last take part in a paid study?

    Single Choice · In the past 3 months, 3 to 12 months ago, Over a year ago, Never

  9. In a sentence or two, describe a product you love and why.

    Long Text

  10. Which formats can you join?

    Multiple Choice · Online video call, In person, Online survey only

  11. When are you usually free?

    Multiple Choice · Weekday mornings, Weekday afternoons, Weekday evenings, Weekends

How to use this template

  1. Copy it

    Select Use template and a copy opens in your workspace as an unpublished draft.

  2. Make it yours

    Edit any question or answer, choose a theme, and add your logo.

  3. Share it

    Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.

Frequently asked questions

What is a screener survey?

A short survey you send before a focus group, interview or study to check that each person fits the profile you need, and to screen out people who don't.

What should a screener survey include?

Demographics, recent behavior, a question about working in research or advertising, past study participation, an open answer to check they can explain their thinking, and availability.

Can I end the screener early for people who don't qualify?

Yes. Use conditional logic to send people who don't match to a polite ending, so only qualified people see the rest of the questions.

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