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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

Frequently asked questions

What questions are in the “Participant Screener & Demographics” template?

The template includes 13 ready-to-use questions, starting with: “Thanks for your interest in our research! These few questions check whether this particular study is a match for you. It…” · “Do you, or does anyone in your household, work in any of these industries?” · “Which best describes your role in decisions about the product category we're studying?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 13 questions in about 4 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

Ready to launch?

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

Use this templateStart free

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