Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Build from a template

This article discusses templates for screeners, usability tests, media surveys, intercept studies, and AI moderated studies. For information on templates in diary studies, see Diary study templates.

Once a template is saved to your Dscout account or workspace, you can use it to create a new screener or study. What happens next depends on what the template holds.

To start from the template library:

1

In the sidebar navigation, click Template library.

2

Select the template you want to use. The template's details are displayed.

3

Click Create.

4

Under Select a project, choose an existing project (or click New project to create one), then click Continue.

What happens next depends on the template type. For more information, see What happens next?

To start from within a project:

1

Navigate to the Studies tab of your project.

2

Click Create study.

3

Select Templates in the left sidebar.

4

Select the template you want to use. The template's details are displayed.

5

Click Create.

What happens next depends on the template type. For more information, see What happens next?

What happens next?

An auto-recruit screener template has no study to run yet, so after you select a project, you're asked How do you want to build your study?

  • Start from scratch: Set up the study type, device, and recording option, then build your questions.

  • Use a template: Pick an existing, compatible study template to pair with your screener.

Click Create (or Next, if you chose to use a template) to continue. You're then taken to the builder to finish setting up your new study.

If the study template you pick was built with Choose during study setup as its device, you're asked to choose a device (and a recording option, if applicable) before your new screener and study are created.

A study-only template has no screener yet, so after you select a project, you're asked to choose a recruiting approach. Then, you're asked How do you want to build your screener?

  • Start from scratch: Build your own screening criteria (plus country and device, if your recruiting approach needs them).

  • Use a template: Pick an existing screener template that matches your recruiting approach.

You're then taken to the builder to finish setting up your new screener.

If this study template was built with Choose during study setup as its device, you're asked to choose a device (and a recording option, if applicable) once your screener is set — before your new screener and study are created.

A screener and study template already has everything it needs. After you select a project and click Create, your new screener and study are created immediately and open directly in the builder — no further setup needed.

If the template's device was left as Choose during study setup, you're asked to choose a device (and a recording option, if applicable) before your new screener and study are created.