• Identify your participants
  • Set up participant screening questions
  • Create pre- and post-study questions for your participants
  • Add logic to your pre- and post-study questions
  • Use the Image Manager to add images to your study messages and questions
  • Add multiple choice options, and what they look like to participants
  • Add Net Promoter Score
  • Add Likert questions
  • Reorder your questions

How to set up a participant identifier

If you want to be able to identify your participants in your results, you can select 'Email address' or 'Other' in the questionnaire tab. If you select 'Other', write the type of identifier in the text field.

Here's an example of what you'll see in the questionnaire tab if you want to identify your participants by their Student ID Number:

This is how your participants will see your request on their welcome page:

How to create an in-study participant screening question

You can add screening questions at the beginning of your study to help ensure you only receive responses from participants who meet certain criteria.

Screening questions come in handy in a number of situations. For example, if you’re running a study for a real estate website and you want to include people who have purchased a home in the last 12 months. You can simply set up a screening question asking “Have you bought a home in the last 12 months?”. Any participant who selects “Yes” will be passed through to complete your study. Meanwhile, any participant who selects “No” will be rejected from the study. This allows you to increase the probability of receiving quality responses from targeted participants.

If you’re recruiting your own participants, you can add multiple screening questions to your study to help you get the responses you need. Keep in mind that the more screening questions you add, the more criteria your participants need to meet in order to take your study.

If you find yourself adding a large number of screening questions to your study, you may benefit from ordering participants through our participant recruitment service instead. We offer 2 types of participant recruitment:

  • In-app order form: You can order participants in the Recruit tab in Treejack, OptimalSort, Chalkmark or Questions. You can set basic demographic information such as age range, country, gender, occupation status and education level. Studies using this type of recruitment can have 1 screening question to help further refine your participant responses. 
  • Custom recruitment order: You can order targeted participants by getting in touch with our customer success team. This type of recruitment order allows you to get very specific with your criteria, which basically pre-screens your participants for you. You can add 1 screening question to your study.

Screening questions and our participant recruitment service

Before adding a screening question, consider whether you intend to recruit participants via our targeted participant recruitment service. As this service allows you to recruit participants that precisely match the demographics you specify; it is often unnecessary to add an addition layer of screening in the form of a screening question. 

Additionally, in rare cases, using both may impact our ability to meet your desired volume of recruited participants and the criteria of your additional screening question.You can find more information on our recruitment service and its interaction with screening questions in the section ‘Using a screening question with our participant recruitment service’.

How to set up your screening question

1. Add a screening question

On the Questionnaire tab of the study setup page press the “+ Add question” button. Type your question into the Question box then select the way you’d like your candidates to respond from the Options section. You have 2 options available:

  • Radio button: This is a button that a participant can click to ‘check’ or select, like a check box.
  • Drop-down: This will produce a drop-down menu that your participants can select one answer from.

If you’re recruiting your own participants you can add as many screening questions as you like to your study.

2. Choose which responses will accept and reject candidates

Add Options (your candidate's choice of responses) to your question by clicking the “+ Add option” button and filling in the response. Your screening questions must have at least 1 correct response available so the correct participants can participate in the study. Your screening questions also must have at least 1 incorrect response that will reject some candidates. In other words, you cannot launch a study with all correct responses or all incorrect responses.

To select the response(s) that will reject your candidates, simply check the “Reject” box for all that apply.

3. Choose how rejected candidates will be handled

Rejection Message: You can choose to provide your rejected candidates with a Rejection Message. This is the default option when you add a screening question to your study.

There is already a default message provided in the “Rejection Message” text box. If you want to, this can be edited to display the message of your choice by simply pressing the “Edit” button.

Rejection URL: Alternatively, instead of being shown the Rejection Message, rejected candidates can be redirected to a Rejection URL of your choice by filling in the “Rejection URL” box.

4. Complete the setup of your study and launch it

Once you’ve completed the rest of the set up for your study, have a quick preview to check if it’s all working correctly. If so, you can now share the link to your study to start getting those responses rolling in! Your participants will see the screening question on the welcome page of your study, pictured below.

How to check the effectiveness of your screening questions

To see if your screening questions are doing their job, simply head on over to the Results section of your study and select the Overview tab. In the Summary, look for the message “xx (xx%) of applicants have been screened out of participating in the study.” This will tell you how many candidates have been rejected from your study.

Participants that have been rejected will not show up in the results of your study, as they did not actually enter the study in the first place. This way, you can rest assured your results will be targeted and high quality.

How to create pre- and post-study questions for your participants

Pre- and post-study questions allow you to gather extra information from your participants, such as demographics. To do this, write a short message into the 'Message' text field to introduce the questions, or use the default text. To create a new question, click 'Add question'.

If your participants must answer the question, then click the checkbox 'Required'.

If you wish to present your questions to participants in a random order you can do so by clicking the 'Random Order' checkbox. Doing so reduces the risk of earlier question influencing participant's responses to later ones.

Write your question into the text box, and use the drop down menu underneath to select the type of answer you want from your participants. You have five options for the type of answers you want from your participants.

Add logic to your pre- and post-study questions

Logic, also known as skip logic or branching logic, is a feature that allows you to create a more tailored and relevant study for your participants. By using logic, your participants can skip questions based on the answers they gave to previous questions.

As an example, let's say you're running a first-click test for your real estate listing website. You can add logic to only show certain pre- or post-study questions to your participants. If your first question is "How long have you been looking to buy a house", then any participants who select 'Over 1 year' as their answer to question 1 will be automatically skipped ahead to question 3.

Note: If you add logic to your study, you won’t be able to randomize your study questions. 

How to use the Image Manager to add images to your study messages and questions

We have now added a brand new Image Manager so that you can add images to all of your studies messages and questions. High five!

When you click the image format button - you will bring up the Image Manager for you to use.

There are two ways you can add an image to markdown. You can use an external URL (Make sure this image is hosted for the duration of your study) or you can upload a locally stored image from your computer.

Via external URL:

To use an image URL - click on the 'By URL' tab and copy and paste a valid URL into the 'Image URL' field and wait for the image to display like below:

The alternate text can also be added in the ‘Image alternate text’ field if you would like.

This text will not show up in your message/question - only your image will. However, the alt text will display if your image is no longer available.

Once you’re happy with the image and alternate text, you can click on the 'Insert' button and insert the image tag into the markdown format.

Your image will proudly display accordingly when you click the 'Preview' button.

Uploading locally stored image on your computer:

To upload an image locally stored on your computer to use in your study’s message / question - select the ‘Upload’ tab and either drag and drop the image into the area or click the 'browse for a file' link to search for an image file stored on your computer to upload.

The ‘Images’ tab will now store all of the markdown images you have uploaded for that study.

You can then add these stored images to any further subsequent messages / questions by opening the image uploader for each question and clicking on the 'Select image' button.

You can also delete your uploaded images out of the ‘ Image’ tab if you wish by clicking on the ‘Delete image’ link.

However, doing so will delete this image out of your entire study. If you have used an image in previous messages / questions and then delete it, it will no longer display in those previous questions.

We provide a handy little warning message to remind you of this - just in case!

In the ‘Images’ tab you can edit the alternate text used with the image if you wish. Any subsequent uses of the image will have the new alternate text.

In the ‘Images’ tab you can edit the alternate text used with the image if you wish. Any subsequent uses of the image will have the new alternate text.

How to add multiple choice options, and what they look like to participants

If you select any of the multiple choice options, click 'Add option', and write your answer options into the text fields.

'Radio' and 'checkbox' selection options allow you to include an optional free text response via the 'Add 'Other' option' link. This can be useful if you wish participants to be able to provide responses that you hadn't considered in your multi choice options.

You can also add, edit and copy/paste options by clicking the 'Bulk edit' button and using the text field presented. Each line in the editor represents a separate option.

Here's an example question and example answers:

Here's how the three different multiple choice options will appear to participants:

Multiple choice, single answer, radio select with 'other' option enabled

Multiple choice, single answer, drop down select

Multiple choice, multiple answer, checkbox select with 'other' option enabled

How to add Net Promoter Score® to questions and what they look like to participants

You can use the Net Promoter Score to find out how likely your participants will recommend your products and services.

Net Promoter® and NPS® are registered trademarks and Net Promoter Score and Net Promoter System are trademarks of Bain & Company, Satmetrix Systems and Fred Reichheld.

The question should be asked in the format of "How likely is it that you would recommend our company / product / service to a friend or colleague."

How your Net Promoter Scale question will appear to your participants

How to add Likert item questions and what they look like to participants

You can use Likert item questions to discover the extent to which participants agree with a statement.

These questions consist of:

  • The statement that you wish to understand participants feelings towards
  • A scaled set of possible responses for your participants to choose from

Defining your statement

Input your desired statement into the question dialog box

e.g. “Using the scale below please indicate how satisfied you are with the service provided.”

Defining your scale

We offer a choice of either a 5 or 7 point scale dependant on how granular you’d like your participant’s responses to be.

To define the scale, simply type the range of responses you wish to present to you participants into the dialog boxes.

You can also add, edit and copy/paste responses by clicking the 'Bulk edit' button and using the text field presented. Each line in the editor represents a seperate response.

How your Likert scale question will appear to your participants

Some common scale types

Reordering Questions

Question order can be changed by selecting their sequence number, found at the top left of each question, then dragging them into your desired order.

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