Education template

Research participant screener

Collect the essential background and requirements for eligibility for this research study.

4 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

Full name or organisation name

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

2

Email address

Required

Collects contact information only where the follow-up purpose has been explained. It is required in this starting template, but you can change that in the builder.

3

Which option best describes your need regarding eligibility for this research study?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

InformationAssessmentDirect supportFollow-upOther
4

Please describe your goals, needs or relevant background.

Required

Captures context, examples, and ideas that fixed options may miss. It is required in this starting template, but you can change that in the builder.

5

I consent to being contacted about this submission.

Required

Records an explicit participation decision before continuing. It is required in this starting template, but you can change that in the builder.

Sample-size considerations

Base the target on the research population, confidence needs, expected response rate, and practical access. Seek supervisor or ethics guidance before collecting sensitive data.

Best practices

Put participant information before consentAlign every question with a research objectivePilot with a small comparable group

Common mistakes

Collecting names without a research needUsing ambiguous academic termsStarting collection before ethics approval where required

Frequently asked questions

Can I edit the research participant screener template?

Yes. Every question, answer option, required setting, section, theme, and eligible logic rule can be changed in Surveyor before you publish.

Can I preview the questionnaire before signing up?

Yes. The respondent preview is available without an account. An account is required only when you want to create and save an editable survey in a protected workspace.

Last reviewed 2 August 2026

Research participant screener template | Surveyor