Survey Builder

Setting Up Screen-Out Logic to Disqualify Respondents

Updated

Disqualify respondents who don't fit your audience with a TERMINATE skip rule — they're marked screened-out, not completed.

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Overview

Disqualify respondents who don't fit your audience with a TERMINATE skip rule — they're marked screened-out, not completed, and never see the rest of the survey. Screeners belong in the first block.

Step-by-step

  1. Write the screening question first — e.g. "How familiar are you with [category]?" as the survey's first question, so unqualified respondents spend seconds, not minutes.

  2. Add the terminate rule — select the screener, open Settings → Logic, click + Add Skip Rule, set the disqualifying condition (e.g. Equals "Never heard of it"), and choose TERMINATE (screen out — disqualify) as the target. The skip rule editor

  3. Customize the screen-out message — open Tools → Survey settings → End screens and fill in the Screened out title and message ("Shown when logic disqualifies them"). Leave blank for the default. End screens in Survey settings

  4. Check the numbers in Results — screened-out respondents are tracked separately from completes in the field monitor, so you can watch your incidence rate live.

Tips

Tip: Be polite and quick in the screen-out message — these people gave you their time. "Thanks — this study needs a different profile, so we'll stop here" beats a curt "You do not qualify."

Note: Screen-outs still count toward your plan's monthly completes (the respondent engaged), and they never trigger incentives. Budget quota for your expected incidence rate.

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