So you’ve chosen your WhatUsersDo users to take your test but you want to whittle them down a little more. This video takes you through the pros and cons of using a pre-screener question and when it would be useful for your business.

Pssst...don't have time to watch the video? No problem, check out the transcript below: 

How to write a Pre-screener Question (for beginners!)


Hello and welcome to how to write a Prescreener Question (for beginners)


I’m Clare, I’m the Customer Marketing Manager here at What Users Do

SLIDE 3 - So what is a Pre-screener Question?

This is an opportunity for you to have bit more control over who does your test, before they start it and to weed out those who wouldn’t be right for it. 

You’ll find this option once you’ve gone through the process of choosing your users and gone on to write the test. It’s a drop down at the top of the test script page. 

SLIDE 4 - Before starting

Keep this in mind before creating a prescreener question 

Do you absolutely need one? Even if you do have a very specific type of user in mind, do you really need them for the tasks you’re asking them to complete?

 Remember the more specific your user requirement is the longer it might take for you to get a video result. Think about it like this - we’ve got a large number of users but the more we have to filter through to find the one that fits the longer it will take for them to get cracking and take your test. 

SLIDE 5 - Question types

You’ll have two types of question available: 

  • Multiple choice (user chooses 1 correct answer)
  • Checkboxes (user chooses all that apply)

Be careful when selecting the type of screener question you want to use. Think about how people might want to answer it. It seems obvious but if the user might give more than one answer then give them that option.

SLIDE 6 - Top tips

If you do decide to go ahead with your pre-screener question here are the top tips:

First of all think about the tone and style:

Be direct and clear, sometimes it is easier to give the user statements that they then identify with instead of asking them a question. 

Remember that you’re dealing with people. You may have a very corporate tone of voice in your business but this can be alienating and confusing to your users. Write questions using the language of the user not the business. 

Always allow the user to opt out. 

SLIDE 7 - An example

Here is an example:

Which of the following statements apply to you. I have...

(N) bought a car online over a year ago.
(Y) bought a car online within the last year.
(Y) not bought a car but am planning to do so in the next 6 months.
(N) never and won’t want to buy a car.
(N) I prefer not to say.

This is created to not lead the user towards one answer over another. The Yes or No shows whether this answer would mean they could take the test or not internally. 

SLIDE 8 - Final point 

Don’t make it easy!  People naturally want to help so they will try and find the answer they think you want. That’s why it’s worth making sure it’s not obvious which answer you’re looking for. 

Thanks it, good luck!

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