How to and best practices for editing screener surveys on an active project.
September 30, 2019
If you edit your screener, the saved changes will overwrite your past versions. Your most recent version will be live for all future participants to see and complete. Any past versions will be read-only.
To edit a screener survey, visit your project workspace. Under the Screener survey section, click "Edit". You'll be taken to a new page with our screener survey builder. It should look familiar—it's the same tool that you used when launching your project. Make and save your changes when you're ready.
Here's a helpful walkthrough of how to do this as reference:
Screener building basics
Adding a question
To add a question directly below another question, click the green "+" button found on the far right side of the question box.
To add a question to the end of a screener, scroll down to the bottom of the page and click "Add new question".
Deleting a question
To delete a question, click on the red “-” button found on the far right side of the question box.
Duplicating a question
To duplicate the question, click on the yellow copy button found on the far right side of the question box.
We wish we had drag-and-drop—and know you do, too. However, you can move questions up and down within a page. You will not be able to move questions between pages (we're working on it!).
To move a question up or down on a page, click on the question box. Two arrows will appear on the left-hand side that you can use to move the box where you'd like it to go.
Changing question format
To change your question format (e.g. pick one vs. pick any), click into the question. Then, click the blue question type button. A drop-down will appear and you can then select what kind of question you want.
Changing response criteria
If you’d like to change the criteria behind a specific response (accept, reject, etc), click on the question to open the editable features. You'll see the criteria listed beside each response. Simply update as needed.
More about screener versions
Below are a few important notes to keep in mind before you go all-out on editing your screeners:
Every time you edit a screener and save your changes, a new version will be created. We recommend making most of your edits at once to reduce the number of versions.
To view previous versions of the screener go to the “Screener Survey” tab and click on the screener version. You'll have read-only access to past screeners.
You will not be able to reinstate an older screener version.
In the “Participants” section, you'll be able to see which screener version each participant completed.