Best practice for screening activity creation

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This flow will help administrators get into the mindset of best practice for screening survey creation. The below sequence of steps provides tips on how to approach screening activity creation on the Engage platform, as well as other advice.

1. Develop the screening criteria

We advise to, first of all, design the screening criteria according to which the participants will be selected as fitting the requirements to take part in the project. Next, the questions of the screening activity can be created.

The administrator can browse, pick and choose the best fit from various question types and brainstorm which question type would be the most logical choice for the particular criterion.

Having the screening criteria carefully thought-out and designed will serve as a solid foundation of the whole project and will support the administrator in further designing the setup of how all of the other elements of the project will relate.

2. Set up the underlying technical elements for the screening questions

Once the screening questions have been developed, several technical elements have to be added to build the underlying structure which is the foundation of implementing the logic setup and other further steps of creating a well-designed and thought-out project.

Such elements as the Name and Description of the question can be set up in the section General of the Survey element settings. Also, for the administrators' consideration, there are such setting requirements as Is required found in the section General. Where applicable, the sections Choices and Columns should be visited in order to add such elements of the survey answers as Value.

These elements will be essential later on when setting up the Logic relations between the elements of the project.

3. Produce the necessary translations

Now that the contents and logic setup have been polished, it is the right time to make the screening survey accessible to audiences of different language backgrounds.

In the tab Translation it will be possible to translate the survey manually or apply the Export to CSV / Import form CSV functionality.

Our suggestion to leave translations for the later stages of developing any project activity is well-founded, as it is the best approach in order to save time and avoid countless edits of other language versions in case any changes are made in the default language variant.

4. Create personalized reports for the screened audience

It is finally time for one of the last major parts of developing a screening procedure - setting up the participant report. This Engage functionality enables the administrators to create intricate personalized reports for the screened audience by applying Conditions, namely, conditional expressions. When choosing to Add new section of the report, it is possible to set up variable parts of the message that will be displayed only if the Conditions applied to them are met by the answers given in the screening survey.

"Thank you" message section of the Screening surveys is a valuable tool for providing a general thank you message to the screened audience. However, as the screening surveys are designed to detect whether the specific participant qualifies for participation in the project, further instructions for participation can also be displayed.

5. Test your screening survey and make the necessary adjustments

Now that the screening activity is completed, it is high time to gain an insight in how the work done translates to the experience of the engaged audience.

Engage enables the administrators to visit the section Preview and test the screening activity. This way it is possible to perform tests and make the necessary adjustments.

It is highly advised to involve other people in the testing phase as they will be able to provide an outside perspective on details that might have evaded the project creator due to the proximity to the production process. This way the administrator will be able to hunt down any slips made and areas of improvement.

NB! The Preview section does not produce the personalized participant report messages, however, all of the other details that have been set up can be tested.

6. Create a Conditional setup between the screening activity and consecutive project activities

The last and most important task for the screening procedure is to enable relationships of logic between the screening activity and other consecutive project activities.

That can be done in the section Conditions found in the Activities view. This way it is possible to lock other project activities to those screening activity respondents who do not meet the requirements of the project and make the consecutive surveys available to those respondents who meet the requirements.

We will be happy to assist administrators in case of any questions or issues.

Please e-mail us at support@longenesis.com.