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Participant Screener & Demographics

A clean recruiting screener: knock-out questions first, quota-ready demographics, an attention check, and an articulation check that verifies participants can give the rich answers qualitative research needs. Designed to disqualify politely and comply with prefer-not-to-say norms.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~4 min
Q01
Message

Thanks for your interest in our research! These few questions check whether this particular study is a match for you. It takes about 4 minutes, and if it's not a fit this time, that's about our study needs — not about you.

Q02
Multiple ChoiceRequired

Do you, or does anyone in your household, work in any of these industries?

  • Market research
  • Advertising or public relations
  • Journalism or media
  • The industry this study is about (replace with yours)
Q03
Multiple ChoiceRequired

Which best describes your role in decisions about the product category we're studying?

  • I decide on my own
  • I share the decision with others
  • I influence but don't decide
  • I'm not involved
Q04
Multiple ChoiceRequired

How often do you use products in this category?

  • Daily
  • Weekly
  • Monthly
  • Less often
  • Never
Q05
Multiple ChoiceRequired

To confirm you're reading carefully, please select 'Weekly' for this question.

  • Daily
  • Weekly
  • Monthly
  • Never
Q06
Long TextRequired

In 2–3 sentences, describe the last time you used a product in this category — what you were doing and how it went. (This helps us confirm the study fits your experience.)

Q07
DropdownRequired

Which age group are you in?

  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
DropdownRequired

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • I describe it another way
  • Prefer not to say
Q09
Dropdown

What is your approximate annual household income?

  • Under $25,000
  • $25,000–$49,999
  • $50,000–$99,999
  • $100,000–$149,999
  • $150,000 or more
  • Prefer not to say
Q10
Dropdown

What is the highest level of education you have completed?

  • High school or less
  • Some college
  • Bachelor's degree
  • Graduate degree
  • Prefer not to say
Q11
Dropdown

Which best describes your current employment?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Not currently employed
  • Retired
  • Prefer not to say
Q12
EmailRequired

If you qualify, where should we send your invitation?

Q13
Message

Thanks — that's everything! We'll be in touch if the study is a match. Your contact details are used only for this research and never sold or shared.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Knock-out questions first, an attention check, and an articulation check that verifies participants can give the rich answers qualitative research needs
  • Inclusive demographics with prefer-not-to-say on every sensitive item, aligned to standard reporting brackets
  • Industry/insider disqualification handled politely — unqualified participants exit with dignity
  • Quota-ready structure: every screener answer is filterable for balancing your panel

SurveyMonkey

U.S. Demographics Survey Template

Used 7,000+ times; aligns demographic categories (gender identity, age, education, employment, household income, race/ethnicity) to federal ACS and updated OMB standards with inclusive, self-describe options. Excellent as a standards-aligned demographic block, but framed as demographics collection rather than a screening flow with qualify/disqualify branching and quotas.

What it does well

  • Category wording aligned to ACS and 2024 OMB standards, including combined multi-select race/ethnicity with MENA
  • Inclusive, current gender-identity language with self-describe options
  • Standardized income brackets and consistent age/education ranges that benchmark to national data
  • Backed by SurveyMonkey's skip-logic and reporting for segmentation

Where it falls short

  • Presented as a demographic questionnaire, not a screener: no built-in qualify/disqualify termination logic or quota management on the template itself
  • No attention/red-herring screener items to catch professional survey-takers or fraud
  • No adaptive follow-up to confirm a borderline qualification (e.g., probe frequency/recency of a behavior)
  • No transparent screening rationale shown to sponsor; termination is manual skip-logic the user must wire up

QuestionPro

Demographic Survey Questions + Sample Questionnaire Template

Expert-designed demographic template spanning gender, age, marital/family, employment, income, education, ethnicity, religion, sexual orientation, housing, and political views, positioned for market, academic, healthcare, and non-profit research. Very broad question bank, but it is a demographic library rather than a screening instrument with disqualification and quota controls.

What it does well

  • Unusually broad demographic coverage including psychographic-adjacent items (political views, lifestyle, religion)
  • Expert-designed wording positioned for reuse across market, academic, healthcare, and non-profit research
  • Free and directly cloneable into the QuestionPro builder
  • Flexible enough to assemble a tailored respondent profile

Where it falls short

  • No screener-specific qualify/disqualify branching or quota enforcement built into the template
  • No attention checks or fraud/duplicate-respondent detection surfaced
  • Long, static battery risks over-asking; no adaptive skipping to only ask what a screen needs
  • No AI follow-up to disambiguate borderline eligibility responses

Jotform

Focus Group Screener

A real participant screener form for focus-group recruitment on Jotform's drag-and-drop builder. Handles the intake mechanics well; qualification logic, quota tracking, and data-quality checks are up to the researcher to add.

What it does well

  • Purpose-built screener form, free to use and easy to customize
  • Jotform's conditional logic can disqualify as respondents answer
  • Wide integration ecosystem for routing qualified participants

Where it falls short

  • No built-in attention or articulation checks to protect qualitative data quality
  • No AI follow-up to verify claimed experience is genuine
  • Quota balancing and panel management are manual

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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