Introducing participant screening


People are amazing. They come in all kinds of shapes and sizes, they all have unique tastes and opinions, and they live in all corners of the world. When you’re conducting your research, it can be hard trying to target the participants who are best suited for your research. But now, that’s all about to change.

Say hello to participant screening — the newest feature that’s been released on Bleeding Edge. 

We’ve expanded our set of questionnaire options to include a screening question. You might want to add a screening question to your survey to:

  • improve the quality of responses
  • identify intended demographics or behaviors of candidates

For example, if you wanted to only include people in your study who have recently lived in New Zealand, you can set a participant screening question to: “Have you lived in New Zealand in the last two years?”. This will help you to get better quality responses by filtering out those who do not currently live in New Zealand, or have not within that defined period.  

Create a screening question


Only accounts with subscriptions or an upgraded survey can add a screening question. The screening question can be added on the Questionnaire tab as either a radio or select dropdown option. Additionally, the screening question must have at least one option to screen out a participant, and one option to let them through. Don’t worry though, we won’t let you launch with a brick wall screening question!

Pro tip: Remember to word your questions clearly and carefully so that you don’t accidentally confuse people and miss out on capturing data from valuable participants!

And for the participants…

Your participants are taken to the welcome page where they’ll find the screening question under any identifier you have set for your study. Participants that are rejected from a study are taken to a page with a custom message, or sent to a predefined rejection URL. This is similar to our post-survey redirection.


Participants who have been rejected won’t show in the results either; there’s nothing to show as they did not actually enter the survey. We will display how many participants have been screened out of participating in the study on the Overview tab.

To enable this feature, head on over to your Settings, hit Bleeding Edge, and select the participant screening checkbox. Currently, you’re not able to use a screening question with participants from our integrated recruitment service. Check back soon though — we’ll be adding this in the near future! In the meantime, if you’ve got any feedback about this feature, we’d love to hear it! Send us an email on and let us know your thoughts.

Published on Jul 19, 2016
Max Koh
  • Max Koh
  • Max is Optimal Workshop's UX writer/word person, resident cat whisperer and Samoyed enthusiast. Connect with her on LinkedIn:

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