Screening Examples

Complete screening setups for common research scenarios. Copy and adapt these examples for your projects.

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B2B SaaS Research

Example 1: Current Customer Feedback

Goal: Interview active weekly users

Setup:

Question 1: "Do you currently use [Product]?"

• Type: Single-Select
• ○ Yes, daily → Qualify
• ○ Yes, a few times per week → Qualify
• ○ Yes, but less than weekly → Disqualify
• ○ I used to use it but stopped → Disqualify
• ○ I've never used it → Disqualify

Question 2: "What is your role?"

• Type: Single-Select
• ○ Project Manager → Qualify
• ○ Team Lead → Qualify
• ○ Product Manager → Qualify
• ○ Individual Contributor → Qualify
• ○ Executive → Qualify

Logic: Q1 filters for active users. Q2 collects role data without filtering — every answer is Qualify, so any role passes.

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Example 2: Competitive Analysis

Goal: Interview competitor users who make decisions

Setup:

Question 1: "Which project management tools do you currently use?" (Select all that apply)

• Type: Multi-Select
• □ Asana → Qualify
• □ Monday.com → Qualify
• □ Trello → Qualify
• □ Jira → Qualify
• □ ClickUp → Qualify
• □ Other tool → Qualify
• □ I don't use any → Disqualify

Question 2: "What is your role in choosing software for your team?"

• Type: Single-Select
• ○ I make the final decision → Qualify
• ○ I evaluate and recommend → Qualify
• ○ I provide feedback when asked → Disqualify
• ○ I'm not involved → Disqualify

Logic: Must use at least one competitor (Q1) AND have real decision influence (Q2). On a single-select question, only Qualify answers let a participant through, so the two weaker-influence answers are set to Disqualify.

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Example 3: Feature Development for Power Users

Goal: Interview users who use advanced features regularly

Setup:

Question 1: "Which of these advanced features have you used in the last month?" (Select all that apply)

• Type: Multi-Select
• □ Custom dashboards → Qualify
• □ Advanced analytics → Qualify
• □ API integrations → Qualify
• □ Automated workflows → Qualify
• □ Webhook configurations → Qualify
• □ I don't use advanced features → Disqualify

Question 2: "How long have you been using [Product], in months?"

• Type: Numeric
• Min: 6 / Max: 240
• Note: Filters for experienced users (6+ months)

Logic: Must use at least one advanced feature AND have 6+ months of experience with the product.

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Example 4: Churn Prevention

Goal: Interview at-risk customers

Setup:

Question 1: "Are you currently a paying customer?"

• Type: Single-Select
• ○ Yes, subscription is active → Qualify
• ○ Yes, but planning to cancel → Qualify
• ○ I was a customer but cancelled → Disqualify
• ○ I'm on a free trial → Disqualify
• ○ Never been a customer → Disqualify

Question 2: "How has your usage changed in the last 3 months?"

• Type: Single-Select
• ○ Significantly decreased → Qualify
• ○ Slightly decreased → Qualify
• ○ Stayed the same → Disqualify
• ○ Increased → Disqualify

Question 3: "Have you evaluated alternative solutions recently?"

• Type: Single-Select
• ○ Yes, actively looking → Qualify
• ○ Yes, browsed alternatives → Qualify
• ○ Thought about it → Disqualify
• ○ No → Disqualify

Logic: Must be paying customer (Q1). Must show decreased usage (Q2) AND be evaluating alternatives (Q3) to qualify as at-risk.

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Consumer Research

Example 5: Online Shopping Behaviour

Goal: Interview frequent online shoppers ages 25-45

Setup:

Question 1: "How often do you shop online (excluding groceries)?"

• Type: Single-Select
• ○ Multiple times per week → Qualify
• ○ About once per week → Qualify
• ○ A few times per month → Qualify
• ○ About once per month → Disqualify
• ○ Less than monthly → Disqualify
• ○ I don't shop online → Disqualify

Question 2: "What is your age?"

• Type: Numeric
• Min: 18 / Max: 100
• Note in research plan: Targeting ages 25-45, segment in analysis

Question 3: "Which product categories do you shop for online?" (Select all that apply)

• Type: Multi-Select
• □ Clothing → Qualify
• □ Electronics → Qualify
• □ Home goods → Qualify
• □ Beauty products → Qualify
• □ Books → Qualify
• □ Sports equipment → Qualify
• □ Other → Qualify

Logic: Q1 keeps frequent shoppers (at least a few times a month) and rejects the rest. Q2 captures age (segment later). Q3 collects category data without filtering (every answer Qualify).

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Example 6: Recent Electronics Purchase

Goal: Interview people who bought electronics in last 3 months

Setup:

Question 1: "Have you purchased electronics online in the last 3 months?"

• Type: Single-Select
• ○ Yes, in the last month → Qualify
• ○ Yes, 1-3 months ago → Qualify
• ○ Yes, but more than 3 months ago → Disqualify
• ○ No → Disqualify

Question 2: "What type of electronics did you purchase?" (Select all that apply)

• Type: Multi-Select
• □ Smartphone/tablet → Qualify
• □ Laptop/computer → Qualify
• □ Smart home device → Qualify
• □ Audio equipment → Qualify
• □ Camera → Qualify
• □ Gaming device → Qualify
• □ Wearable → Qualify
• □ Other electronics → Qualify

Question 3: "Where did you purchase?" (Select all that apply)

• Type: Multi-Select
• □ Amazon → Qualify
• □ Best Buy → Qualify
• □ Manufacturer website → Qualify
• □ Other retailer → Qualify

Logic: Recent purchase required (Q1). Any electronics category accepted (Q2). Retailer is data collection only (Q3, every answer Qualify).

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Example 7: Subscription Service Retention

Goal: Interview active subscribers who have been members 3+ months

Setup:

Question 1: "Are you currently subscribed to [Service]?"

• Type: Single-Select
• ○ Yes, active subscription → Qualify
• ○ I was subscribed but cancelled → Disqualify
• ○ I had a trial but didn't subscribe → Disqualify
• ○ Never tried it → Disqualify

Question 2: "How long have you been a subscriber?"

• Type: Single-Select
• ○ Less than 1 month → Disqualify
• ○ 1-3 months → Disqualify
• ○ 3-6 months → Qualify
• ○ 6-12 months → Qualify
• ○ Over a year → Qualify

Question 3: "How many boxes have you kept in the last 3 months?"

• Type: Numeric
• Min: 0 / Max: 10
• Note: Use for segmentation in analysis

Logic: Must be active subscriber (Q1) with 3+ months tenure (Q2). Q3 measures engagement for segmentation.

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Healthcare Research

Example 8: Telehealth Experience

Goal: Interview patients who used telehealth in last 3 months

Setup:

Question 1: "Have you had a video appointment with [Service] in the last 3 months?"

• Type: Single-Select
• ○ Yes, within last month → Qualify
• ○ Yes, 1-3 months ago → Qualify
• ○ Yes, but more than 3 months ago → Disqualify
• ○ I've used other telehealth services → Disqualify
• ○ Never used telehealth → Disqualify

Question 2: "What type of appointment?" (Select all that apply)

• Type: Multi-Select
• □ Primary care → Qualify
• □ Specialist consultation → Qualify
• □ Follow-up → Qualify
• □ Mental health → Qualify
• □ Urgent care → Qualify
• □ Prescription refill only → Irrelevant

Question 3: "Was this your first time using telehealth?"

• Type: Single-Select
• ○ First time → Qualify
• ○ Used telehealth before → Qualify

Logic: Must have used YOUR service recently (Q1). Most appointment types qualify (Q2); "Prescription refill only" is Irrelevant, so someone who selects only that option won't qualify. Q3 collects experience level for segmentation (every answer Qualify, so it does not filter).

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Example 9: Medical Device Users

Goal: Interview users of specific medical device

Setup:

Question 1: "Have you been diagnosed with diabetes?"

• Type: Single-Select
• ○ Yes, Type 1 → Qualify
• ○ Yes, Type 2 → Qualify
• ○ Yes, prediabetes → Disqualify
• ○ No → Disqualify
• ○ Prefer not to answer → Disqualify

Question 2: "Do you currently use a continuous glucose monitor (CGM)?"

• Type: Single-Select
• ○ Yes, I use [Your Device] → Qualify
• ○ Yes, I use a different CGM → Disqualify
• ○ No, but used one before → Disqualify
• ○ No, never used a CGM → Disqualify

Question 3: "How long have you used [Your Device]?"

• Type: Single-Select
• ○ Less than 1 month → Disqualify
• ○ 1-3 months → Qualify
• ○ 3-6 months → Qualify
• ○ 6-12 months → Qualify
• ○ Over a year → Qualify

Logic: Must have diagnosis (Q1) AND use your specific device (Q2) AND have 1+ month experience (Q3).

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Location-Based Research

Example 10: Geographic Market Research

Goal: Interview service users in NYC, SF, or Austin

Setup:

Question 1: "Do you currently use [Service]?"

• Type: Single-Select
• ○ Yes, multiple times per week → Qualify
• ○ Yes, about weekly → Qualify
• ○ Yes, a few times per month → Qualify
• ○ Rarely (less than monthly) → Disqualify
• ○ Used to but stopped → Disqualify
• ○ Never used it → Disqualify

Question 2: "What city do you primarily use [Service] in?"

• Type: Single-Select
• ○ New York City → Qualify
• ○ San Francisco → Qualify
• ○ Austin → Qualify
• ○ Other city → Disqualify

Question 3: "How do you typically use it?" (Select all that apply)

• Type: Multi-Select
• □ Commuting to work → Qualify
• □ Running errands → Qualify
• □ Social activities → Qualify
• □ Airport transportation → Qualify
• □ Other → Qualify

Logic: Regular usage required (Q1) in specific markets (Q2). Use case is data collection only (Q3, every answer Qualify).

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Demographic Research

Example 11: Parent Targeting

Goal: Interview parents of children ages 3-8

Setup:

Question 1: "Are you a parent or primary caregiver of any children?"

• Type: Single-Select
• ○ Yes → Qualify
• ○ No → Disqualify

Question 2: "What are the ages of your children?" (Select all that apply)

• Type: Multi-Select
• □ Under 3 → Irrelevant
• □ 3-5 years → Qualify
• □ 6-8 years → Qualify
• □ 9-12 years → Irrelevant
• □ 13-17 years → Irrelevant
• □ 18+ → Irrelevant

Question 3: "Do you make decisions about educational products for your children?"

• Type: Single-Select
• ○ Yes, I make these decisions → Qualify
• ○ I share decisions with partner → Qualify
• ○ Someone else decides → Disqualify

Logic: Must be parent/caregiver (Q1) with child in target age (Q2) AND have decision-making role (Q3).

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Behavioural Research

Example 12: Mobile Gaming Purchasers

Goal: Interview mobile gamers who make in-app purchases

Setup:

Question 1: "How often do you play mobile games?"

• Type: Single-Select
• ○ Multiple times per day → Qualify
• ○ Once per day → Qualify
• ○ A few times per week → Qualify
• ○ Weekly → Disqualify
• ○ Less than weekly → Disqualify
• ○ I don't play mobile games → Disqualify

Question 2: "Have you made an in-app purchase in a mobile game?"

• Type: Single-Select
• ○ Yes, within last month → Qualify
• ○ Yes, within last 3 months → Qualify
• ○ Yes, but more than 3 months ago → Disqualify
• ○ No, never → Disqualify

Question 3: "What types of mobile games do you play?" (Select all that apply)

• Type: Multi-Select
• □ Puzzle → Qualify
• □ Strategy → Qualify
• □ RPG → Qualify
• □ Action/Adventure → Qualify
• □ Casino/Card → Qualify
• □ Sports → Qualify
• □ Other → Qualify

Logic: Frequent players (Q1) with recent purchase history (Q2). Game type is segmentation data only (Q3, every answer Qualify).

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Example 13: Content Creators

Goal: Interview active social media content creators

Setup:

Question 1: "Which platforms do you create and post content on?" (Select all that apply)

• Type: Multi-Select
• □ Instagram → Qualify
• □ TikTok → Qualify
• □ YouTube → Qualify
• □ Twitter/X → Qualify
• □ LinkedIn → Qualify
• □ Facebook → Qualify
• □ I don't create content → Disqualify

Question 2: "How often do you post original content?"

• Type: Single-Select
• ○ Multiple times per day → Qualify
• ○ Daily → Qualify
• ○ A few times per week → Qualify
• ○ Weekly → Qualify
• ○ Less than weekly → Disqualify
• ○ I only consume content → Disqualify

Question 3: "You create content as:" (Select all that apply)

• Type: Multi-Select
• □ A hobby → Qualify
• □ Part of my job → Qualify
• □ For my business → Qualify
• □ To build an audience → Qualify
• □ Other reason → Qualify

Logic: Must create on at least one platform (Q1) with weekly+ frequency (Q2). Motivation is mostly data collection (Q3).

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Mixed Research Scenarios

Example 14: Multi-Product Users

Goal: Interview users of at least 2 products in your ecosystem

Setup:

Question 1: "Which of our products do you currently use?" (Select all that apply)

• Type: Multi-Select
• □ CoreApp → Qualify
• □ AnalyticsPro → Qualify
• □ TeamSync → Qualify
• □ MobileApp → Qualify
• □ I only use one product → Disqualify
• □ I don't use any → Disqualify

Question 2: "How do you use our products together?"

• Type: Single-Select
• ○ Integrated workflow → Qualify
• ○ Separately for different tasks → Qualify
• ○ Mostly one, occasionally others → Qualify
• ○ Didn't know they work together → Qualify

Question 3: "How long have you used our products?"

• Type: Single-Select
• ○ Less than 1 month → Disqualify
• ○ 1-3 months → Qualify
• ○ 3-6 months → Qualify
• ○ 6-12 months → Qualify
• ○ Over a year → Qualify

Logic: Must use 2+ products (Q1 disqualifies "only one"). Integration awareness is not a filter (every Q2 answer Qualify). Past initial learning curve (Q3).

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Example 15: Product Switchers

Goal: Interview people who switched from competitor to your product

Setup:

Question 1: "Do you currently use [Your Product]?"

• Type: Single-Select
• ○ Yes → Qualify
• ○ No → Disqualify
• ○ Used to but switched away → Disqualify

Question 2: "Before using [Your Product], did you use another tool?"

• Type: Single-Select
• ○ Yes, I switched from a competitor → Qualify
• ○ No, this is my first tool → Disqualify

Question 3: "Which tool did you switch from?" (Select all that apply)

• Type: Multi-Select
• □ Competitor A → Qualify
• □ Competitor B → Qualify
• □ Competitor C → Qualify
• □ Other tool → Qualify

Question 4: "When did you make the switch?"

• Type: Single-Select
• ○ Within last month → Qualify
• ○ 1-3 months ago → Qualify
• ○ 3-6 months ago → Qualify
• ○ 6-12 months ago → Disqualify
• ○ Over a year ago → Disqualify

Logic: Current users (Q1) who switched from competitor (Q2) within the past 6 months (Q4). Switches older than 6 months are set to Disqualify so they don't pass. Previous tool is data collection (Q3).

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Example 16: Freemium Upgraders

Goal: Interview users who upgraded from free to paid recently

Setup:

Question 1: "What type of account do you have?"

• Type: Single-Select
• ○ Free plan → Disqualify
• ○ Paid plan → Qualify
• ○ Trial (not continued) → Disqualify
• ○ Don't use the product → Disqualify

Question 2: "Did you start on a free plan before upgrading?"

• Type: Single-Select
• ○ Yes, used free plan first → Qualify
• ○ No, started with paid plan → Disqualify
• ○ Not sure → Disqualify

Question 3: "When did you upgrade to paid?"

• Type: Single-Select
• ○ Within last month → Qualify
• ○ 1-3 months ago → Qualify
• ○ 3-6 months ago → Qualify
• ○ 6-12 months ago → Disqualify
• ○ Over a year ago → Disqualify

Question 4: "Main reason for upgrading?" (Select all that apply)

• Type: Multi-Select
• □ Needed more storage → Qualify
• □ Needed advanced features → Qualify
• □ Needed collaboration → Qualify
• □ Better support → Qualify
• □ Company requirement → Qualify
• □ Other → Qualify

Logic: Must be paid (Q1), must have upgraded from free (Q2), must be recent (Q3). Reason is segmentation data only (Q4, every answer Qualify).

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Adapting Examples

Change Timeframes

• Rapid product changes → shorter windows (last month)
• Stable products → longer windows (last 6 months)
• Purchase cycles → match typical frequency

Adjust Strictness

• More strict: Change Qualify → Disqualify on answers you want to block
• Less strict: Change Disqualify → Qualify on answers you want to accept

Note: On multi-select questions, the Irrelevant rule is only neutral when at least one Qualify answer is also selected — selecting only Irrelevant answers disqualifies the participant. To collect data without any filtering effect, mark all answers as Qualify.

Combine Patterns

Mix questions from different examples to match your specific needs.

Replace Product Names

Update all product/service names, competitors, and features to match your domain. When a participant takes the screener in another language, these brand and product names are kept intact — only the surrounding question and answer text is translated.

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Screening Checklist

Before publishing:

• Each question has clear text
• At least one Qualify answer exists
• Disqualify rules are intentional
• Questions ordered by importance
• Tested using the Sandbox link after publishing
• Understand what disqualified participants will see (Tellet shows a built-in message; panel integrations use your screened-out link)

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Next Steps

Understand the logic:

• Screening Logic - How qualification rules combine

Learn the basics:

• Screening Basics - Question types and rules

Continue setup:

• Instructions - Configure AI interviewer
• Discussion Guide - Create interview questions