Screeners in Rally enrich person profiles and help find the right participants by collecting additional information before inviting them to participate in other research activities.

Include a screener when building studies or signup forms to map responses to participant properties, leverage Conditional Logic for automatic qualification and quota assignment, and improve research quality with better recruitment targeting.

Screeners cannot be submitted twice by a participant for the same study. This prevents responses from being overwritten and stops participants from attempting to bypass a disqualification with a second submission.

Screener Tool Setup

1. Select your preferred Screener tool. Rally's native screener tool is recommended for seamless integration with properties and automated follow-ups. You can also connect a survey integration:

   • Qualtrics, SurveyMonkey, or Typeform: enjoy automatic tracking of survey completion within Rally.

   • Link to a custom screener: use an alternative non-integrated survey tool. If you choose this option, reference your survey tool's support documentation to ensure the redirect link is set up correctly. Screener completion updates in Rally are not guaranteed with non-integrated tools. See Link to a custom screener or survey tool for full setup details.

2. Select your preferred Qualification method:

   • Complete screener without being disqualified: Participants who complete the screener without selecting any auto-disqualifying answers will automatically qualify.

   • Have a qualifying answer to specific questions: Participants who select any auto-qualifying answers will automatically qualify.

     Qualification relies on conditional logic to work as expected. Without it, participants may auto-qualify or fail to qualify unexpectedly. See Screener conditional logic to set this up.

3. Optionally, toggle on Immediate scheduling or Immediate testing to allow qualified participants to book interviews or begin an unmoderated test right after completing the screener, without waiting for you to follow up.

Add questions to your screener

Select + Add question to add questions using one of two methods:

Create a new question

1. Select + Add question > Create new question.

2. Enter the full Question text to be shown to participants. Be clear and concise.

3. Enable Required if it's mandatory for participants to answer.

4. Optionally, enable Question description to provide additional context or instructions while keeping the question itself concise. Question descriptions support rich text, including images, GIFs, formatted text, and lists.

5. Select the appropriate Question type:

   • Short form text

   • Date

   • Number

   • Single select

   • Multi select

   • Dropdown

   • Matrix

6. For Single select, Multi select, or Dropdown questions, add the available response options:

   • Select + or + Add new option to add an option.

   • Select the trash icon to remove an option.

   • Select + Add multiple new options to paste comma-separated values or type and press enter after each option.

   • Select Add "other" option to allow participants to type in a custom response.

   • Select + Add "none of the above" option if needed.

7. For Single select, Multi select, or Dropdown questions, enable Randomize options to display response options in a random order for each participant.

8. For Matrix questions, use the Rows tab to add individual statements or prompts and the Columns tab to add response options. Use Prepopulate columns to apply preset options like Ease of Use, Satisfaction, or Product Market Fit. Each row can be mapped to a different property. See Matrix questions for full details.

9. Property mapping: Associate question responses to specific properties to automatically enrich person profiles with new or updated information over time, making it easier to target the right participants for future research.

   

   • Select an existing property: Select Map property and choose from properties already in your workspace. If the selected property has options, map each question option to the corresponding property option, or create new options as needed.

   • Create a new property: Select Map property > Create property to create and map to a new one.

   • Auto-map: Select Auto-map options to let Rally suggest a matching property based on your question name, type, and response options. Review the suggestion and use the 👍 or 👎 to share feedback on the match. It will only suggest a property if a relevant match exists in your workspace.

10. Optionally, enable Conditional logic to qualify, disqualify, or redirect a participant to a specific question based on their response to a single select, multi select, or dropdown question.

11. Review your question carefully for typos or missing information before selecting Done.

12. To reuse a question in the future, select (...) in the top right corner of the question and select Save as question template. See Question templates for more.

13. Continue adding all questions to your screener.

    • To insert a question between existing questions, select + Add question at the position you want.

    • To remove a question, select (...) > Remove from screener.

14. Review all questions and confirm conditional logic is correctly set up before selecting Next to continue.

Add from question templates

Save time by building your screener from existing question templates.

1. Select + Add question > Add from question templates.

2. Select the question template(s) you'd like to add.

3. Review your selections and select Add # questions.

4. Select each added question to open the editor and complete setup — such as marking as required, adding property mapping, or configuring conditional logic.

See Question Templates for more on creating and managing templates.

Link to a Custom Screener or Survey Tool

While Rally's native screener tool is recommended, you can also connect a supported survey integration like Qualtrics, SurveyMonkey, or Typeform for automatic completion tracking within Rally.

If you select Link to a custom screener in the tool dropdown, custom links can be used to track when a participant starts a survey, but Rally can only track completions through a supported integration. Completions are not tracked for non-integrated tools.

To improve completion tracking, you can set up a redirect link. Your survey tool must support accepting a studyId and participantId query parameter and forwarding those parameters in the redirect URL back to Rally.

Set up a redirect link

1. Check whether your survey tool supports redirect links and reference its documentation for setup instructions.

2. After selecting Link to a custom screener in the tool dropdown, paste your survey link into the field provided.

3. Copy the auto-generated Redirect link and paste it into the redirect settings in your survey tool — not in Rally — to send participants back to Rally when they finish.

   

4. Participants must select the button at the end of the survey to be redirected back to Rally. This is what triggers Rally to move them to Done and update their status to "Survey completed" or "Screener completed."

If your survey tool doesn't support redirect links, you can use the fact that the screener or survey has been started to gauge responses, then manually update participant statuses based on completions recorded in your survey tool. See Update participant statuses for steps.

Screener Endings

Customize the message participants see after submitting the screener based on their qualification status. You can also save these as part of a study template to reuse them in future studies.

• Standard: Shown to all participants after submitting the screener.

  • Example: "Thank you for taking the time to fill out the screener survey. If you match our criteria, you will receive an email from us."

• Qualified: Shown to participants whose responses auto-qualify them.

  • Example: "Thank you for choosing to Participate. We think you'd be an awesome fit for our study, and we will reach out to you when there are opportunities for you to Participate in."

• Disqualified: Shown to participants whose responses auto-disqualify them.

  • Example: "Thank you for taking the time to fill out the survey."

Learn more about Screeners & Qualification

• Screener Conditional Logic Auto-qualify, skip questions, end screener, or assign to quota groups based on responses.

• Screener Statuses Understand screener statuses and where to view them.

• Qualify Participants Use conditional logic to automatically qualify or disqualify, or manually qualify participants after reviewing screener or survey responses.

• Screener Experience See the participant's experience when taking a screener.

• Matrix Questions Create matrix-style questions for rating, agreement, frequency.