If you're using dscout Recruit to find participants for your mission, you'll need to build a screener.
First, create a project, then create a new screener using the "Screener" button to the left of your project homepage.
Note: you'll see the option to duplicate a previous screener after tapping this button—see "Choose a recruiting approach" screenshot further down!
Choose your recruiting approach:
- Public Screener: Available to participants in the Dscout pool.
- Private Screener: Generates a private share link to invite your own participants, and is not available to participants from the Dscout pool. Participants that apply to a private screener will not be added to the Dscout pool.
Note: if you'd like to recruit both Dscout panel scouts as well as your own, use the Public option—your own participants can still apply via a public webpage link.
Name your screener:
- Add a participant-facing title. Something fun (without giving away your screening criteria) can help catch scouts' interest.
- (Optional) Add an internal title, if it's helpful for your business purposes. This field is hidden from scouts.
Once you've created your screener, there are four major steps to building it out:
- Set scout expectations using the Qualify tab
- Identify your audience with Targeting Attributes & knockout questions
- Write all other questions in the Refine tab
- Submit your screener for review and implement your Research Advisor's feedback
Set expectations with the Qualify tab
On the Qualify tab, you'll see several fields to fill out:
Appearance
- Image: First, select an amazing Hero Image to show off the topic of your research.
- Company Branding: If you want to brand your screener, toggle this on! Otherwise, scouts will be blind to your company name.
Screener Details
- Teaser: Write up a fun and engaging teaser statement to encourage scouts to apply. Let scouts know what to expect if they're selected, but don't give too many details away to prevent applicant bias! See some examples for inspiration.
- Openings: The number of scouts you'll invite to your mission.
- Application Limit: Represents how many qualifying applications you'll receive for your scout selection process.
Overview
- Start date: This is the date that you plan to begin fielding your research.
- Duration: How long is your mission(s) going to last? Let scouts know here. (For Live missions, we recommend using "1" day if you only plan to conduct one session per participant.)
- Incentive: Be sure to specify the incentive scouts can expect for completing their mission requirements. Most dscout projects pay between $20-$200, depending on how much time and effort is required, and how niche the recruit is.
Identify your audience with Targeting Attributes & knockout questions
Still on the Qualify tab, you can specify the demographic information scouts need to fit to prequalify for your screener.
Targeting Attributes
Utilize these settings to target your scout audience by a range of demographic and device-related attributes, such as age, location (country), education, device type, etc.. Your screener will only be visible to scouts who fit the demographic criteria you specify in this section. If you don't have requirements for these demographics, we recommend leaving them open. Note: scouts who have not provided responses for the demographics you're targeting will be required to complete these fields before proceeding or being disqualified.
Participant Controls
Choose whether or not to recruit scouts who have participated in a mission within your account or project. You can also choose to turn on the Balance feature, and customize even further by specifying ethnicity balance.
Write your knockout questions
Now it's time to write your screener! Be sure to start with at least one knockout question (questions with termination/disqualifying options) at the beginning of your screener.
All questions with knockout logic (termination logic) must be added to the Qualify tab, and all other questions are added in the Refine tab.
If you'd like to change the order of your questions, ensure you're not in "editing mode" for the question you'd like to move, then tap & hold the question and drag & drop to your preferred position.
Write all other questions in the Refine tab
After writing your knockout questions, add all other questions to the Refine tab.
- You can ask scouts up to 20 unique questions, including up to 1 photo and 1 video question.
- These can be open-ended, or a wide range of closed-ended questions (see all question types here).
Tip: It's a best practice to include a video or picture prompt if your mission will include one, and single select questions that allow you to filter applicants by segment, behavior, sentiment, etc.
As a last step, define your skip and knockout logic as necessary.
Submit for review
Once you have created your screener and mission, click the "Submit for Review" button at the top right corner of the page. Your Research Advisor will review your project and provide feedback within two business days (see more about the screener review process).
After you make adjustments based on your Research Advisor's feedback, they'll launch your screener for you or approve it for you to launch on your timeline! There will often be hundreds of applications to sort through within a few days — which is what you'll do next when you view applications and select scouts.