ENGAGE HELP CENTER
Best practice for screening survey creation
This flow will help you get into the mindset of best practice for screening survey creation. Follow the below sequence of steps for tips on how to approach screening activities in your project, 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.

Browse, pick and choose the best fit from various question types, 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 you in further designing the setup of how all of the other elements of your project will relate.
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2. Set up the underlying technical elements for your 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.

Visit the Settings and in the section General set up such elements as question Name and Description. Also, consider enabling such setting requirements as Is required in the section General. Where applicable, don't forget to visit the sections Choices and Columns to add such elements of your answers as Value.

These elements will be essential later on when setting up the Logic relations between the elements of your project.
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3. Produce the necessary translations
Now that the contents and logic setup have been polished, it is the right time to make your screening survey accessible to audiences of different language backgrounds.

Visit the tab Translation and translate your 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.
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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.
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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 you have done translates to the experience of your audience.

Visit the section Preview and test the screening activity. This way you will be able to test and make the necessary adjustments.

Don't hesitate to involve other people in the testing phase as they will be able to provide an outside perspective on details that might evade you due to your proximity to production process. This way you 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.

Visit the section Conditions found in the Activities view and lock other project activities to those screening activity respondents who do not meet the requirements of your project and make the consecutive surveys available to those respondents who meet the requirements.
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We will be happy to assist you in case of any questions or issues.

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