Help & Support

How can I edit my screener survey?

written by
Steven
Last updated:
June 10, 2021

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, duplicating, and deleting questions

  • To add a question, click "Add new question" at the bottom of the page where you'd like to add the question.
  • To duplicate a question, click the copy button in the top right corner of the question.
  • To delete a question, click the trash can icon in the top right corner of the question (to the right of the copy button).

Adding and deleting pages

To add a page to your screener, click "Add page to screener survey" at the bottom of any page.

After you've created at least one new page, a trash can icon will appear in the top right corner of each page, allowing you to delete pages until you have one left. Keep in mind, deleting a page also deletes all questions inside the page.

Moving questions

To move a question, click and drag the "grip" icon (it looks like a group of 6 small dots) in the top left corner of the question box. You'll be able to drag the question to any position you'd like, including across pages.

Changing question format

To change your question format (e.g. Pick One vs. Pick Any), click into the question. Then, click the name of the question type. 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. You'll see the criteria listed to the right of each response. Simply chose the criteria you'd like to apply to the response.

  • You can set Pick One questions to Accept or Reject applicants based on which options they select.
  • You can set Pick Any responses as May Select, Must Select, or Reject.


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.

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