🔬Marketing & Research

User Research Screener Template

Screen and qualify participants for user research studies with targeted qualification questions.

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What is a User Research Screener?

User research screeners are intake questionnaires that help researchers quickly identify qualified participants for user testing, interviews, and research studies. Effective screeners use skip logic to customize questions based on previous answers.

Screeners balance depth (gathering enough info to qualify) with brevity (minimizing respondent friction). Most screeners take 3-5 minutes and ask 8-12 strategic questions.

Different research goals require different screening criteria. Understanding whether participants should be existing users, non-users of your product, or users of competitors determines your screening questions.

Key Features

Usage Qualification

Ask about current product usage to identify different user segments for comparative research

Experience Filtering

Screen by experience level (beginner, intermediate, expert) to get appropriate feedback

Role Segmentation

Identify decision-makers, end users, and stakeholders with different perspectives

Pain Point Discovery

Open-ended questions reveal specific problem areas for research focus

Availability Confirmation

Confirm time and technical requirements (video calls, screen sharing, etc.)

Technical Requirements

Ask about internet speed, browser, device type for usability testing preparation

Why Use This Template?

Find Right Users

Screeners ensure you get feedback from people matching your research goals

Reduce Bias

Structured screening questions reduce researcher bias in participant selection

Faster Recruitment

Clear screening criteria speed participant selection and scheduling

Better Insights

Qualified participants provide more relevant, actionable feedback than random respondents

What's Included in This Template

Name

text

Identify and communicate with research participants

Email

Contact for scheduling and detailed interview participation

Job Title/Role

text

Understand decision-making authority and daily responsibilities

Do you currently use [Product]?

select

Determine if participant is existing user or prospect

How long have you used [Product]?

select

Screen experience level and familiarity

What problem are you most trying to solve?

textarea

Identify pain points relevant to research questions

Available for 60-min video interview?

checkbox

Confirm willingness and time commitment

Have video/screen sharing capability?

checkbox

Ensure technical requirements for remote sessions

Perfect For

Usability Testing

Screen participants before scheduling 1-hour usability test sessions

User Interviews

Qualify respondents for in-depth 30-60 minute interviews about workflows

Concept Testing

Find participants to evaluate new features or product directions

Diary Studies

Recruit engaged participants willing to track behavior over weeks

Frequently Asked Questions

How long should a screener be?

Aim for 3-5 minutes maximum, 8-12 questions total. Each question should serve a research purpose. Remove nice-to-know questions; focus on need-to-know criteria.

Should I ask for demographic questions?

Ask only demographic questions relevant to your research. Skip generic demographics unless specific (e.g., product decision-makers are CIOs, ask title not age). Focus on role and experience.

How do I screen for genuineness?

Ask open-ended follow-up questions about pain points and workflow. Watch for vague responses. Phone screening calls help confirm genuine interest. Payment does not guarantee engagement.

What if I don't get enough qualified respondents?

Expand criteria slightly: longer experience acceptable, adjacent roles OK, different geographies. Extend recruiting window. Partner with user research platforms (UserTesting, TryMyUI). Offer higher incentives.

How do I handle respondents who don't qualify?

Send automated "Thank you, not quite right fit" email immediately. Keep list for future studies with different criteria. Offer alternate referral bonus: if they know someone who qualifies, provide incentive.

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