Free user research screener template
Find the right people to interview, and offer a slot only to those who fit.
- 6 questions
- Multi-step
- 1 conditional
- Free, unlimited responses
Opens in your dashboard with the whole form in front of you. Nothing is created until you say so. Keep it, restyle it, or pick a different one.
Updated October 7, 2026
- About you
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Ships in Editorial · 26 to choose from
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What this user research screener asks, and why
Recruiting the wrong participants wastes a research week, so this screener filters before it books. Step one collects a name, an email and the person's role. Step two asks how often they use the product and which other tools they use, from a searchable list. Only people who use it most days or a few times a week are offered an interview slot; everyone else finishes politely and is thanked. Edit the slot times before each round of interviews, and remove a slot once it's taken, since choice questions have no automatic capacity limit.
- Questions
- 6, 4 required, 1 conditional
- Format
- Multi-step
- Theme
- Editorial, or any of 26
- Cost
- Free, no response cap
The 6 questions it asks
In order, with their field types and why each one is there. Pick one to see its screen above. Edit, reorder or delete any of them once it's yours.
Needed to address the invitation. Kept short, on the first step with the email.
Required, because a screener exists to contact the people who qualify.
A dropdown of roles, so you can recruit a balanced mix. Edit the list to the roles your study needs.
The screening question. Usage frequency decides whether someone sees the scheduling question.
A searchable multi-select of related tools, which tells you about each participant's setup and is useful for integration research.
Shown only to people who use the product often enough to qualify. Everyone else finishes without being told they were screened out.
1 question is conditional. It only appears when an earlier answer calls for it, so most people answer 5, not 6.
Built for these jobs, and easy to bend to yours
- User interviews
- Usability testing
- Diary studies
- Customer advisory panels
Ways to adapt it
Usability testing
Add a question about the device they use most, so you can recruit people on the platform you are testing.
Customer advisory board
Add questions about company size and seniority, and invite only people who match the board you are building.
Diary study
Ask how many days they could commit to and screen out anyone who cannot cover the study period.
How to get good answers from a user research screener
- 1
Screen on behavior, not opinions
Ask what people do and how often, not whether they like the product. Behavior is what makes someone's feedback relevant to the study.
- 2
Recruit more than you need
Expect some qualified people not to show up. Invite more participants than you have interview slots.
- 3
Never tell people they failed
Everyone sees a friendly ending. People screened out today may qualify for the next study, and a rejection message discourages them.
- 4
Balance the panel deliberately
Use the role and tool answers to choose a mix of participants, rather than interviewing the first eight who replied.
After you publish
Where the responses go next
Shortlist participants
Search the responses for the roles and slots you need, then export the qualified ones to CSV.
Keep the research team informed
On Pro, send each qualified response to a Notion database where the team tracks invitations and sessions.
Close it when you have enough
Set the form to stop after a number of responses, with a closing message, so you do not collect more than you can contact.
User Research Screener: common questions
Still deciding?
Rating, NPS, ranking and matrix questions, with completion analytics on every plan.
What is a research screener?
A short form that checks whether someone fits a study before you invite them. This template asks about role and usage, and offers a time slot only to people who qualify.
How does the screening work?
The scheduling question appears only when someone uses the product often enough. Everyone else completes the form normally and is thanked.
Can people pick an interview time here?
They choose a preferred slot, such as weekday mornings. Send the exact calendar invitation separately once you have chosen participants.
Can participants search the list of tools?
Yes. The multi-select question can be searched, so a long list of tools stays easy to answer on any screen size.
Should I offer an incentive?
Many teams do, especially for longer sessions. Mention it in the form's welcome text so people know what they get for their time.
Related templates
- NPS SurveyThe 0–10 question, on its own screen, exactly as it should be asked.3 questions · One question at a time
- CSAT SurveyCustomer satisfaction measured one question at a time, without a wall of text.3 questions · One question at a time
- Product-Market Fit SurveyThe Sean Ellis test, which tells you whether you have product-market fit.6 questions · Multi-step
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