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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
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)
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
How often do you use products in this category?
- Daily
- Weekly
- Monthly
- Less often
- Never
To confirm you're reading carefully, please select 'Weekly' for this question.
- Daily
- Weekly
- Monthly
- Never
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.)
Which age group are you in?
- Under 18
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
How do you describe your gender?
- Woman
- Man
- Non-binary
- I describe it another way
- Prefer not to say
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
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
Which best describes your current employment?
- Employed full-time
- Employed part-time
- Self-employed
- Student
- Not currently employed
- Retired
- Prefer not to say
If you qualify, where should we send your invitation?
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 TemplateUsed 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 TemplateExpert-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 ScreenerA 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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