{"id":6700,"date":"2021-10-27T15:09:47","date_gmt":"2021-10-27T14:09:47","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=6700"},"modified":"2024-10-21T16:39:05","modified_gmt":"2024-10-21T15:39:05","slug":"setting-up-screen-outs","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/","title":{"rendered":"Setting up Screen Outs"},"content":{"rendered":"\n<p>Screening questions are designed to either include or exclude participants from taking the survey. A common screening question excludes participants who work in the marketing industry.<\/p>\n\n\n\n<p>First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening variables by creating a <strong>Screen Out<\/strong> for each question or variable.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a screen out based on a variable<\/h2>\n\n\n\n<p>   There are three steps in the process of creating a screen out: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Identify\u00a0or create the variable that is the basis for the screen out. This can be a question on the questionnaire or a derived variable if you need to set screen outs that are a combination of questions, e.g. Males under 25. <\/li>\n\n\n\n<li>Create the screen out. <\/li>\n\n\n\n<li>Enable the screen out.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Identify the screening variable<\/h2>\n\n\n\n<p>\n  First, decide which question or combination of questions should be used as the basis of the screen out.\n<\/p>\n\n\n\n<p>\n  This can be:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    A single response question in the questionnaire; the screen out will be based directly on the question variable\n  <\/li>\n\n\n\n<li>\n    A derived single response variable for screen outs based on a number of questions. For example, one based on age and gender. \n  <\/li>\n<\/ul>\n\n\n\n<p>   Place the screening question near the start of the questionnaire so the participant can be excluded as soon as possible. The participant will be notified early on and will not answer questions unnecessarily. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create the screen out<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   Select <strong>View | Quotas and Screen Outs<\/strong>. This opens the&nbsp;<strong>Quota and Screen Outs<\/strong>&nbsp;window. (Prior to build 12.10 this was on the Tailor menu.)<\/li>\n\n\n\n<li>   Click&nbsp;<strong>New Quota or Screen Out<\/strong> then select <strong>New Screen Out<\/strong>. This opens the <strong>Screen Out<\/strong> dialog. <\/li>\n\n\n\n<li>   In <strong>Name<\/strong>, enter a name to identify the screen out. <\/li>\n\n\n\n<li>   In <strong>Variable<\/strong>, select the variable that is the basis of the screen out. When you select the variable, all the answer codes display in the <strong>Details<\/strong> table. By default, each category is included and shown as <strong>In<\/strong>.<\/li>\n\n\n\n<li> <strong>Overall Target<\/strong> shows the overall target number of responses that are to be submitted for the survey. The quota control <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-an-overall-target\/\">overall target<\/a> is used as the read-only default. Selecting the <strong>Enforce target<\/strong> option, enables the <strong>Overall target<\/strong> and <strong>Required <\/strong>fields. Enabling the <strong>Enforce target<\/strong> option is only recommended when you are using screen outs only. When you have screen outs and quotas together they may interact. For example, if one of the quotas has codes that are over quota then the screen out can stop the survey on the overall target before the quotas are complete.<\/li>\n\n\n\n<li> <strong>Required <\/strong>is a read-only field that shows the number of responses left to meet the overall quota target. <\/li>\n\n\n\n<li> Select <strong>Out<\/strong> for the categories that screen out the participant. When the participant selects an answer in a category that is set to <strong>Out<\/strong>, they will be excluded from the survey. In the example shown, the survey excludes customers who are under 18. Customers who respond that they are under 18 will be excluded from the survey.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"497\" height=\"301\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png\" alt=\"\" class=\"wp-image-12507\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png 497w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1-300x182.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>Once interviewing has started the <strong>Count<\/strong> and <strong>%<\/strong> show the latest counts of screened-out participants for each category<strong>.<\/strong><\/li>\n\n\n\n<li>   When the screen out triggers, this directs the participant to a web page or shows a custom message. In multilingual surveys, select the language then enter the message for the selected language. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"497\" height=\"166\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout2.png\" alt=\"\" class=\"wp-image-12505\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout2.png 497w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout2-300x100.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\">\n<li>   Click\u00a0<strong>OK<\/strong> to save the screen out. The <strong>Quota and Screen Outs<\/strong> window lists the new screen out. <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Enabling the screen out<\/h2>\n\n\n\n<p>You can enable Quotas and Screen Outs individually or at the survey level. <\/p>\n\n\n\n<p>In the Quota Control dialog, select <strong>Enabled <\/strong>to allow all quotas and screen outs in the survey to run. Clear <strong>Enabled <\/strong>to disable all quotas and screen outs in the survey. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"466\" height=\"120\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/QuotaControlEnabled.png\" alt=\"\" class=\"wp-image-6747\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/QuotaControlEnabled.png 466w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/10\/QuotaControlEnabled-300x77.png 300w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/figure>\n\n\n\n<p>   In the Screen Out dialog, select <strong>Enabled <\/strong>to activate the selected screen out. Clear <strong>Enabled <\/strong>to disable the selected screen out.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"129\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout3.png\" alt=\"\" class=\"wp-image-12504\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout3.png 497w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout3-300x78.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Screen outs vs routing<\/h2>\n\n\n\n<p>A screen out looks similar to routing a question to the end of the questionnaire when a specific answer is selected. However, a screen out differs from routing:<\/p>\n\n\n\n<p>When the survey excludes a participant from the survey with a screening question, the participant exits the questionnaire without submitting their response. The response is not saved and does not count towards any quota target, including any overall target.<\/p>\n\n\n\n<p>With routing the participant skips to the end of the questionnaire where they can submit the response. The saved response counts towards any quota target, including any overall target.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Screening questions are designed to either include or exclude participants from taking the survey. A common screening question excludes participants who work in the marketing industry. First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[115],"epkb_post_type_1_tag":[],"class_list":["post-6700","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-snap-desktop-quotas"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting up Screen Outs | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting up Screen Outs | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"Screening questions are designed to either include or exclude participants from taking the survey. A common screening question excludes participants who work in the marketing industry. First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\" \/>\n<meta property=\"og:site_name\" content=\"SnapSurveys\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/snapsurveys\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-21T15:39:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@snapsurveys\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\",\"name\":\"Setting up Screen Outs | SnapSurveys\",\"isPartOf\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png\",\"datePublished\":\"2021-10-27T14:09:47+00:00\",\"dateModified\":\"2024-10-21T15:39:05+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png\",\"contentUrl\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png\",\"width\":497,\"height\":301},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Snap XMP Support\",\"item\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp-archive\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Setting up Screen Outs\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#website\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/\",\"name\":\"Snap XMP Support Hub\",\"description\":\"Support documentation for Snap Surveys products\",\"publisher\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#organization\",\"name\":\"Snap Surveys\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/06\/snap-surveys-logo-fc.svg\",\"contentUrl\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/06\/snap-surveys-logo-fc.svg\",\"width\":867,\"height\":159,\"caption\":\"Snap Surveys\"},\"image\":{\"@id\":\"https:\/\/www.snapsurveys.com\/support-snapxmp\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/snapsurveys\",\"https:\/\/x.com\/snapsurveys\",\"https:\/\/www.linkedin.com\/company\/snapsurveys\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Setting up Screen Outs | SnapSurveys","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/","og_locale":"en_GB","og_type":"article","og_title":"Setting up Screen Outs | SnapSurveys","og_description":"Screening questions are designed to either include or exclude participants from taking the survey. A common screening question excludes participants who work in the marketing industry. First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening [&hellip;]","og_url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/","og_site_name":"SnapSurveys","article_publisher":"https:\/\/www.facebook.com\/snapsurveys","article_modified_time":"2024-10-21T15:39:05+00:00","og_image":[{"url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@snapsurveys","twitter_misc":{"Estimated reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/","url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/","name":"Setting up Screen Outs | SnapSurveys","isPartOf":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage"},"image":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage"},"thumbnailUrl":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png","datePublished":"2021-10-27T14:09:47+00:00","dateModified":"2024-10-21T15:39:05+00:00","breadcrumb":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#primaryimage","url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png","contentUrl":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2024\/10\/screenout1.png","width":497,"height":301},{"@type":"BreadcrumbList","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-screen-outs\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.snapsurveys.com\/support-snapxmp\/"},{"@type":"ListItem","position":2,"name":"Snap XMP Support","item":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp-archive\/"},{"@type":"ListItem","position":3,"name":"Setting up Screen Outs"}]},{"@type":"WebSite","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#website","url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/","name":"Snap XMP Support Hub","description":"Support documentation for Snap Surveys products","publisher":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#organization","name":"Snap Surveys","url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#\/schema\/logo\/image\/","url":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/06\/snap-surveys-logo-fc.svg","contentUrl":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/06\/snap-surveys-logo-fc.svg","width":867,"height":159,"caption":"Snap Surveys"},"image":{"@id":"https:\/\/www.snapsurveys.com\/support-snapxmp\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/snapsurveys","https:\/\/x.com\/snapsurveys","https:\/\/www.linkedin.com\/company\/snapsurveys"]}]}},"_links":{"self":[{"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1\/6700","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1"}],"about":[{"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/types\/epkb_post_type_1"}],"author":[{"embeddable":true,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/comments?post=6700"}],"version-history":[{"count":27,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1\/6700\/revisions"}],"predecessor-version":[{"id":12510,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1\/6700\/revisions\/12510"}],"wp:attachment":[{"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/media?parent=6700"}],"wp:term":[{"taxonomy":"epkb_post_type_1_category","embeddable":true,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1_category?post=6700"},{"taxonomy":"epkb_post_type_1_tag","embeddable":true,"href":"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-json\/wp\/v2\/epkb_post_type_1_tag?post=6700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}