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How to - Create a screener on live.vocalviews.com

Anthony S

Last updated on May 17, 2023

So… you’d like to create a screener within the Vocal Views system? I’ll teach you! :)

Q: What is a screener?

A: Think of it like a questionnaire. You create questions and their answers for consumers to fill out to see if they fit a certain criterion, kind of like Survey Monkey. This eliminates respondents who apply but don’t fit the quota you’re looking for!

Firstly, you’ll need to press on the icon to bring you to the screener page. It is the one highlighted with the white line underneath it. It looks like this (SEE BELOW)

1/ You’ll be greeted with a page that looks like this (SEE BELOW).

Here, you can see all screeners that are either being currently worked on or completed. You can attach your screener to the project you’ve implemented into the system. When respondents click ‘APPLY’, they’ll be greeted with the screener you’ve created. Hopefully, they qualify! If you’d like to create your own, simply click the + PLUS sign in the top right corner (SEE BELOW).

2/ Now you’ve clicked on that. You should see a page that has ‘Screener title: Enter title’ on the top left and ‘Add question, screener preview & logic map’ in the middle towards the right.

You’ll need to first come up with a title. This would match the title of the project you’re working on. Enter it by clicking on the pencil icon next to ‘ENTER TITLE’.

You should click on the ADD QUESTION button in purple in order to write your first question. (SEE BELOW)

When you click that, it should present something that looks like this… (SEE BELOW)

Now, you’ll need to know what your first question is going to be. My first will be ‘What country do you live in’ to receive some demographic information. You can select the ‘Question Type’. When dropped down, you can see Text question, Single choice, Multiple choice & Video response.

You can choose the most appropriate type for the question asked. I’m choosing SINGLE CHOICE.

Now, in order for me to present the answers, I’ll need to click ‘NEW OPTION’. I want 4 answers for England, Wales, Scotland and Northern Ireland.

I need to click the ‘New Option’ button 4 times in order to receive 4 text boxes for my answers!

If you’ve noticed the screener provided only wants England, Wales and Scotland respondents (Not Northern Ireland), then simply press the X button on the right-hand side! I’ll show you below…

The X’s will get rid of an answer stem for you if you no longer need it.

Above that, you will see ‘Subtitle’. This is for any text you might want to add in order to be clearer about what you’d like the respondent to do/be aware of. With this question, it’s not relevant to add that as it’s quite straightforward (I would hope😉)

If I asked a ‘Text Question’, I could write in the Subtitle box ‘’Please answer in FULL sentences’’. This is so I am direct with the respondents about exactly how I’d like them to answer the question.

3/ Look at the ‘Screener Preview’. You will see this… (SEE BELOW)

With this brilliant feature, this means you can try out the screener for yourselves. Go on, press one of them and press ‘Next’, you’ll see a button saying RESET (As there’s only one question for now). Then you’re back at the start. A good way to test out your screener!

So, now you know how to create a simple question and how to preview it. Now let’s get into some details.

If you’ve written a question and you’re thinking ‘I know I may be missing something but I can’t quite put my finger on it and I wouldn’t like to leave anybody out…’, simply click ‘Add other option’. I’ll show you below.

The respondent will then be able to press OTHER and specify their own answer!

You can see where it says ‘Add answer’ above on the right side. If you’ve thought ‘’I know, I’ll add transgender too’’, simply click it and another text box will appear! See how efficient this is?

If you need to change the question type, you can click on the tiny arrow pointing down next to ‘Single Choice’. If you need to reword the question, click on the pencil icon just above the question.

You can hover your cursor over the answer stems to change those too!

4/ RIGHT… I’m going to show you how to link a certain answer to a question. If you wanted to ask a question to ONLY the respondents that clicked a particular answer stem. You’ll need to click on the numbers on the right-hand side of the question, I’ll show you below!

Let’s say I wanted the people who selected the 1st answer stem (Male) – I would click on those numbers and change the logic from 02>03 to 02>04 (Or whichever question you’d like them to skip/answer).

As you can see above (Hopefully) on the right, the 3rd question says ‘What do you like about being a woman?’. I’d only like the people who answered FEMALE to answer this next question. I would click on the top (MALE) and third (OTHER) answer stems and move them on to question 4, as question 3 is NOT relevant to them. It comes in handy when you want to know specific information on certain quotas!

5/ You may need to use a Multiple-Choice question. This is so you can gather multiple answers from consumers. Remember in the step before where I showed you how to move respondents on to another question? Well, we are going to do that again, but this time, it’s going to look much cooler.

The next question I’ve written is ‘What chocolate bars do you eat on a weekly basis?’. I will show you how I’ve presented that question (SEE BELOW)

Let’s say the topic of the project was all about Dairy Milk chocolate specifically and I wanted to know more in-depth about that. I can create another question and any respondent that answer is and/or contains the 2nd answer stem (Dairy Milk). They will be diverted to said 'next' question.

To do this, you need to write the next question first. I’ll show you here (SEE BELOW)

Now, go back to the questions above and click COMBINATIONS on the right-hand side.

Then click ‘Add combination’. A box should show up that looks like this…

Where it says ‘only’, click that and change it to ‘contains’. Then click the answer stem you’d like. I’m choosing number 2 for Dairy Milk. Then click the small purple tick for confirmation.

So... You’d like the Dairy Milk respondents to go to Q5. This means you'll need the rest of the respondents to go to Q6!

Simply click the ‘In other cases go to’ box and press the 6th question!

6/ Now, what if I told you there was a way to create some ‘logic’, so that whatever answer the respondent chooses will be the one that shows up on the next question?

That might not make sense right now, but I will show you and hopefully it’ll make sense after!

First off, you need to create a question. Let me show you mine… (SEE BELOW).

Secondly, I’d like to find out more information as to WHY the respondents prefer EACH chocolate bar. Instead of writing 3 separate questions about why they picked Mars Bar, Milky Way or Galaxy, I can put the formula (% THE LETTER Q + QUESTION NUMBER %). Let me show you!

Notice that I put %Q7%. This is so whichever answer stem they pick on question 7, and question 8 will present it!

I’ll show you showing the screener preview.

So BELOW, I’ve chosen Mars Bar. Look what happens when I click NEXT…


Just like that. It really is that easy!


Isn’t this fun? You can have a go at playing around with all that we’ve learnt so far if you’d like!

7/ After you’ve finished with that. You may look at your screener and help with recruitment and the application process by screening people out. Screen-outs are for respondents that don’t fit your criteria and you can use this feature to filter out the respondents that fully qualify.

See my question below? My screener document tells me I do not want anyone UNDER the age of 25 for this project. Simply click on the numbers on the right-hand side. (09-10)

Once you've clicked on those numbers, you’ll be presented with a box that looks like this (SEE BELOW).

I will need to choose ‘Screener Failed’ on the 18-24 option as they don’t fit the criteria.

This will take them to a page letting them know that they have screened out.


8/ Before we finish up, it’s good to check the ‘Logic Map’. Can you see it next to where it says ‘Screener Preview’?

This is an amazing feature that the system can convey the way your screener will work and the logic BEHIND the screener. It will present which questions may follow on to others, which questions screen respondents out and which answers will link to the questions following.

I’ll show you below!

Can you see that there is a line from ‘Question 5’ that goes all the way down to Question 10?

This is the logic map showing you that you have selected answer stem 1 in Q5 (if selected) to skip all the way to Q10, resulting in missing out on Q6, 7, 8 and 9, for a reason, of course.


The logic map will determine exactly what you intend for the sequence you’d like the respondents to go through. I hope this helps!

OKAY. Well… It’s been fun! You should take some time now to create your own screener using everything I’ve taught you.

The more you play with these features, the more you’ll get used to them and be able to create screeners in your own way to make them as interesting as possible (Some screeners can be very complicated, so you will need a good bit of practice)!

I hope you enjoyed this tutorial. Remember, if you haven’t created your own project yet, I would suggest reading ‘How to create a project and interviews within LIVE’. You’ll need to attach your screener to the project you’ve created!

If you have any questions, ask a colleague! If you need further help (you may be external), contact support@vocalviews.com 😊.