Consent and Screening in Research Surveys

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.

1. Step 1: Open the survey draft. From Surveys, open the survey you are preparing for participants.

   Step 1: Open survey draft

2. Step 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

3. Step 3: Use Flow for exits. Open Flow only after the eligibility questions and end screens exist.

   Step 3: Flow for exits

4. Step 4: Preview every result. Test consent accepted, consent declined, eligible, and ineligible paths with Preview before publishing.

   Step 4: Preview every result

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.

1. 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

2. 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

3. Step 3: Open Flow. Connect eligible respondents to the next study block and ineligible respondents to the end screen.

   Step 3: Open Flow

4. Step 4: Test both answers. In Preview, submit one eligible response and one ineligible response before publishing.

   Step 4: Test both answers

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.

• Content Blocks in Research Surveys
• Branching and Skip Logic for Research Surveys
• Set Survey Quotas
• Survey Data Quality Checks