IT & Software
Participant Screening
Recruit the Right Research Participants with this ChatGPT Prompt for Effective Screening Questionnaires
What This Prompt Does
Generates a comprehensive participant screening questionnaire tailored to a specific research study, product, and target user profile.
Includes detailed demographic filters, behavioral qualifiers, experience-level checks, and disqualification logic.
Ensures that selected participants match your study’s objectives and usability needs—improving the quality and relevance of your research insights.
Supports moderated interviews, usability tests, diary studies, and other qualitative and quantitative research formats.
Tips
- Clearly define the user type and product category to align with your research goals and avoid screening irrelevant participants.
- Always include disqualification logic to automatically exclude users who don’t meet key criteria (e.g., wrong role, too advanced, industry bias).
- Use a mix of multiple-choice, open-ended, and Likert-scale (1–5) questions to assess user behavior, preferences, and fit.
- Keep the screening form concise (5–10 questions max) and focused on the most critical qualifications.
- Use this prompt to build screeners for unmoderated platforms (e.g., Maze, UserTesting) or for manual review.
Prompt
Develop a screening questionnaire for recruiting [user type] for our [research type] study about [product/feature]. Include demographic criteria, behavioral requirements, and experience levels with [product category]. Add screening questions to identify [specific characteristics]. Include disqualifying criteria for [unsuitable participants]. Create rating scales for [specific attributes].
How To Use The Prompt
Fill in the placeholders [USER TYPE], [RESEARCH TYPE], [PRODUCT/FEATURE], [PRODUCT CATEGORY], [SPECIFIC CHARACTERISTICS], [UNSUITABLE PARTICIPANTS], and [SPECIFIC ATTRIBUTES] with relevant, product-specific details.
Example:
"Develop a screening questionnaire for recruiting busy small business owners for our remote usability study about an AI-powered accounting dashboard. Include demographic criteria, behavioral requirements, and experience levels with digital bookkeeping tools. Add screening questions to identify users who manage finances independently and use at least one cloud-based software. Include disqualifying criteria for full-time accountants, enterprise CFOs, and users with no computer access. Create rating scales for digital confidence and willingness to try new technology."
Example Input
#INFORMATION ABOUT MY PRODUCT:
User type: Freelancers who create and sell digital products
Research type: In-depth user interviews
Product/feature: New analytics dashboard in a digital marketplace
Product category: Creator tools / selling platforms
Specific characteristics: Sells at least one product online; checks sales data weekly
Unsuitable participants: People who’ve never sold a product, enterprise teams, full-time engineers
Specific attributes: Confidence in interpreting data, comfort with dashboards
Example Output
Section 1: Demographic Questions
- What is your current role or profession?
- Freelancer
- Full-time employee
- Business owner (with team)
- Student
- Other: __________
- Disqualify: Full-time employees not selling products or unrelated professionals.
- What country do you live in?
Use to balance international diversity or focus on primary target regions.
Section 2: Behavioral and Experience Requirements
- Have you ever created and sold a digital product (e.g., templates, eBooks, design kits)?
- Yes
- No
- Disqualify: “No” responses.
- How do you currently sell your products? (Select all that apply)
- Etsy
- Gumroad
- Shopify
- My own website
- I don’t currently sell
- “I don’t currently sell” = disqualify
- How often do you check your sales or performance metrics?
- Daily
- Weekly
- Monthly
- Rarely/Never
- Ideal: Weekly or more
Section 3: Attribute Ratings
- On a scale from 1–5, how confident are you in understanding analytics or dashboard data?
- 1 = Not confident at all
- 5 = Very confident
- On a scale from 1–5, how willing are you to try new tools or features in a product you use regularly?
- 1 = Not willing at all
- 5 = Very willing
Section 4: Specific Characteristics Identification
- Do you currently manage your product sales and metrics alone or with a team?
- I manage everything myself
- I have a virtual assistant
- I work with a team or agency
- Ideal: Solo or light-support users
- Have you used a dashboard to track sales performance before?
- Yes
- No
- Follow-up (if Yes):
"What do you like or dislike about the dashboards you've used?"
Section 5: Disqualifying Criteria
- Are you currently working in a full-time finance, data, or analytics role?
- Yes
- No
Disqualify: “Yes”
- Do you regularly delegate your analytics review to someone else?
- Yes
- No
Disqualify: “Yes”
Additional Information
This mega-prompt is ideal for UX researchers, product managers, research recruiters, and marketers who need to find the right participants fast. It saves time, improves data quality, and ensures that every interview, usability session, or survey includes users who actually represent your target audience.
- Use the output in recruitment platforms (like User Interviews or Respondent.io).
- Copy/paste into Typeform, Google Forms, or your testing tool of choice.
- Pair with usability test plans, interview guides, or feedback analysis prompts for a full research toolkit.
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