CUSTOM SCREENERS can be used to terminate participants based on their responses to ensure that only relevant participants are able to complete the full survey chat.

How to set it up?

1. In the Audience page, click Add a Custom Screener

2. When the pop-up menu appears, select the question on which you will base your termination.

3. Select the termination rule or Screening Logic per option/group. Please see more details in the next section for SCREENING LOGIC PER QUESTION TYPE.

4. Once the question is added as a Custom Screener, the following icon (person) will be shown on the relevant question card in the Question Builder to indicate that this is a Screening Question.

SCREENING LOGIC PER QUESTION TYPE

a. If the screening question is a Single-Choice question and some other similar questions, then the default Screening Logic is: 

In this example, participants will be terminated if they are "Under 18 years old" or "70 or older".

b. If the screening question is a Multiple choice or Rank Order question type, then the default Screening Logic is:

Must Select (Any)

In this example, participants must have been users of Vitamins or Cold medicines in the past 6 months. Participants must select any of the Vitamins and Cold medicines (at least one of the two) to continue the survey.

Must Select (All)

In this example, participants must have considered buying all the relevant categories in the past 12 months. Participants must select all of Vitamins, OTC medicines, Oils and rubs, and Lozenges to continue the survey. If they only considered one or two categories, they would be disqualified.

c. If the screening question is a Virtual Question, then the default Screening Logic is: 

As you may tell from the Screening Logic, we treat Virtual Questions as Single Choice Questions in the Audience Page. So please make sure that all the variables/options are EXCLUSIVE if you were to add this Virtual question to the Audience page.

The Virtual Question is a very important tool when we want to set up complicated Termination or Screening Logic. Here are some typical use cases.

USE CASE 1: Virtual Question can be used when we want to set up Termination or Screening Logic based on multiple questions.

For example, we want to terminate people when they did NOT buy the product in the past year (Brand A) AND they do not plan to buy it in the next 6 months (these are two separate questions related to past and future purchases). Thus a Virtual Question must be created with those conditions. 

Once the virtual question is set up (non user in past year and non intender), add this question as a custom screener. Toggle Disqualify for the option that will satisfy your termination logic. In this case, the Brand Non user and Non intender will be disqualified.

Please note: The system would include a "Not Applicable" variable/option in each Virtual Question, where "Not Applicable" indicates those who does not fulfill the criteria set for any of the variables/options in that question. 

USE CASE 2: Virtual Question can be used when we want to set up Termination or Screening Logic based on the question types that are not available on the Audience Page, e.g. Popup Card, etc.

For example, we have a Carousel question with 5 Brands in the Popup Cards and "Never heard of", "Heard of the name but never used", and "Have Used" as the three options. We want to terminate those who select "Never heard of " for Brand A. As Popup Card Question Type can not be added to the Audience page, instead we can 

1. Create a Virtual Question with a variable and the logic that Brand A INCLUDES Never heard of;

2. Add this Virtual Question to the Audience Page as a Custom Screener;

3. Disqualify the defined variable

d. If the source question is a Numeric question, then the default conditions are:

e. If the source question is a System Metadata, then the default conditions are: