Build Consent First
Most academic research surveys begin with consent information. Use a content block to show study details, participation expectations, risks, benefits, contact information, data handling, incentive rules, and institutional language required by your protocol. Then use a question to capture the respondent's participation choice.
Open The Right Place
Step 1: Open the survey draft. From Surveys, open the survey you are preparing for participants.
Step 1: Open survey draft
Personal Dashboard
Live dashboard surface from the app shell (ephemeral help scene).
Surveys
Untitled surveyLast ModifiedPolicy attitudes pilotLast ModifiedStep 2: Use Block Builder for consent and screeners. Create a consent block first, then add a separate screening block before the main study task.
Step 2: Block Builder consent and screeners
Block Builder: Consent and Screener
A consent statement block followed by an agree/decline question and a citizenship eligibility screener.
Step 3: Use Flow for exits. Open Flow only after the eligibility questions and end screens exist.
Step 3: Flow for exits
Block BuilderPreviewDeployFlow Canvas
Interactive routing surface from the app, running in no-persist help mode.
Step 4: Preview every result. Test consent accepted, consent declined, eligible, and ineligible paths with Preview before publishing.
Step 4: Preview every result
Block BuilderPreviewDeployPreview: Consent and Screener
Preview the consent + eligibility path. Answer 'No' on the citizenship screener to test the ineligible route configured in Flow.
Add Eligibility Screening
Screening questions determine whether respondents should continue. Common screeners include age, location, prior experience, panel qualification, language, role, device type, or study-specific criteria. Use Multiple Choice, Dropdown, or Short Answer depending on the variable.
Name screener variables clearly before using them in Flow or quotas. If a screener is sensitive, explain why it is asked and consider a path for respondents who prefer not to answer.
Block Builder: Question Type
Block Builder: Question Type
Use the question type selector to switch between multiple choice, slider, grid, ranking, and more.
Route Ineligible Respondents
Step 1: Create an ineligible end screen. In Block Builder, add an End Survey block with a polite closure message.
Step 1: Create ineligible end screen
Survey Editor
No-persist demo using the real builder shell.
Step 2: Place the screener before the split. The eligibility question must appear before the Flow branch that uses it.
Step 2: Place screener before split
Block Builder: Question Type
Use the question type selector to switch between multiple choice, slider, grid, ranking, and more.
Step 3: Open Flow. Connect eligible respondents to the next study block and ineligible respondents to the end screen.
Step 3: Open Flow
Block BuilderPreviewDeployFlow Canvas
Interactive routing surface from the app, running in no-persist help mode.
Step 4: Test both answers. In Preview, submit one eligible response and one ineligible response before publishing.
Step 4: Test both answers
Block BuilderPreviewDeployPreview: Consent and Screener
Preview the consent + eligibility path. Answer 'No' on the citizenship screener to test the ineligible route configured in Flow.
Use Screeners With Quotas
Screeners can feed quota groups and stratified assignment. If your design needs target counts by arm or group, create the condition sets first, then configure quotas in Deploy.
- Eligibility quota: use when a demographic or screening group has a maximum target count.
- Condition quota: use when treatment or control arms need balanced completed responses.
- Quota-full ending: create a distinct end screen so respondents understand the study path is closed.
- Export review: confirm the screener, quota group, and end screen path are visible before live launch.
Flow: Conditions and Routing
Flow Canvas
Interactive routing surface from the app, running in no-persist help mode.