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What is Double Screening?

Contact screener-qualified participants by email or phone, or review video responses to a custom prompt before approving them for your study
Who is this article for?
🗣️ All researchers (both admins and users)
⭐ Customers on plans with a double screening add-on

Double Screening is an available add-on for both Pay As You Go and Subscription Recruit projects. This feature lets you contact screener-qualified participants by email or phone, or review video responses to a custom prompt before approving them for your study.

Double Screening can be used to: 

  • Pre-screen candidates before approving and inviting them into the study.
  • Require a task to be submitted to be considered for your study (i.e. submit pictures or videos).
  • Check emails or phone numbers against an existing user database.
  • Confirm availability and manually book participants to help ensure quota and balance requirements are met.

How can I add Double Screening to my subscription?

If you have a paid subscription, contact our sales team to add this feature on to your subscription. If you do not have a paid subscription, you can add this feature when building your project.

How do I include Double Screening when building my project?

When building your next project you'll be able to add Double Screening in the Recruitment tab of the Research Design section. Under "Review participants," select "Manual" review, then check the box for "Contact participants directly" or “Screen with in-app video question.” Please note that "Manual" review is required to use Double Screening.

Generally, using video screening on its own is completely sufficient for a project. However, you can select both contacting participants directly and video screening in scenarios where you may need additional verification (message, email, or phone call) on top of the video response.

How can I add Double Screening to a launched project?

If you don't select Double Screening during your project setup, email We'll turn this feature on for you. Keep in mind that Double Screening can only be applied to a full project, not individual participants, even if participants are already confirmed.

What do I get with Double Screening?

View participant contact information

You will see participant emails and phone numbers in any status within your participant list and on participant profiles. You can then use that information to call or email participants.

Please note that adding this information to any lists where you'll be contacting participants for other purposes (other study opportunities, sales or marketing mailing lists, etc) is in violation of our terms and conditions.

Message all participants individually or in bulk

You can also message participants using the tool. You can:

  • Message participants from the Messages tab of the Participant management section.
  • Access individual conversations from the participant's profile.
  • Send bulk messages to all participants who match certain filters using our "Actions" button located in the Applicants section.

Manually schedule a participant for your study

Let's say you're on the phone or in an email conversation with a participant. The two of you agree on a time (make sure you're talking about the same timezone!)

Click on a participant's name and go to their profile. You'll see a link stating “Schedule for specific time slots” (see below). Click this link to open schedule times.

You'll be directed to a new page that lists your schedule availability. Select the date/time that you agreed. You'll then be redirected back to your project.

Video double screening

Automatically prompt qualified participants to upload a video of themselves answering a question during the screening step—the fastest insight into their experience on a topic.

With video screening, you can:

  • Watch short videos from participants before your research session
  • Identify the most knowledgeable, engaged, and articulate participants
  • Verify participant information and double check screener responses

Learn more about video screening and how to add it to your project.

Use of contact information

We take data protection very seriously. Contact information obtained through Double Screening may be used only in compliance with our Researcher Terms and Conditions.

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