Screening participants

Once you’ve narrowed down your recruitment criteria, put them together as a detailed screener document — a list of questions aimed at qualifying or disqualifying participants for your study. This screener can be administered online or offline through a survey or an interview.

Select the mode that best suits your time, budget, and goals. Remember, the screening process is the first interaction your participants have with your product, so make sure it is a positive one and provide them clarity wherever it is required.