Screening Respondents for Market Research Surveys, Best Practices 1

Updated: November 22, 2010

Market research survey questions should never be leading, and this rule applies to the screener portion of the survey. The respondent should not be able to guess easily at what answer will allow them to proceed. A common mistake is present screener questions that are simply yes-no, or questions with only two answer choices. This can make it obvious as to which answer will allow you to continue and which will terminate the survey. Even by guessing, someone would have a 50/50 chance on passing with a two answer choice question.

A better approach is to build a short list where each answer option is a check-box style answer choice, or in other words a multi-select construct. The respondents check which items on the list apply to themselves. Further, to eliminate those who might check all on the list just to get into the survey, you can construct the list such that is impossible, or nearly so, to that all items apply. Finally, the order of the items on the list should be randomized the same order is not presented to every respondent.

Example 1

Consider this example, where we are screening to find out if the respondent owns a dog.

Poor question design:

Do you own a dog?

  • Yes
  • No [TERMINATE]

Best practice question design:

Do you own any of these types of pets?

Check all that apply.

[RANDOMIZE LIST]

  • Dog [IF DOG NOT SELECTED, THEN TERMINATE]
  • Cat
  • Bird
  • Reptile
  • Rabbit
  • Rodent
  • Horse
  • Fish
  • Pig
  • Other [ANCHOR, not rotated always in 10th position]
  • I do not have any pets. [ANCHOR. CANNOT BE CHECKED IF OTHERS ARE CHECKED]

In the above dog owner-screener example, the survey programmer notes are in square brackets [programming notes]. The best practice design makes it harder for the person who is guessing to select "Dog" and proceed with the survey. In a randomized list, it would not be obvious that we are looking for dog owners. Further, we can terminate anyone who selects all items 1 to 9. Although it is remotely possible that someone owns all nine pet types, it is very improbable. We accept the very small chance of mistakenly screening out a truthful many-pet-owner respondent. Better to eliminate a more likely scenario that someone simply checked all pet types just to into the survey. Contrast this with the poorly designed yes-no question, where we have no indication of foul play and are giving a would-be guesser a coin-flip chance of passing.

Example 2

Consider another example, where we are screening to find out if the respondent has shopped at Rite Aid in the past four weeks.

Poor question design:

Have you shopped at Rite Aid in the past four weeks?

  • š Yes
  • š No [TERMINATE]

Best practice question design:

Which of the following stores have you shopped at in the past 4 weeks, if any?

Check all that apply

[RANDOMIZE LIST]

  • Rite Aid [1. IF NOT SELECTED, THEN TERMINATE]
  • Wal-Mart [2]
  • Target [3]
  • Sears [4]
  • CVS [5]
  • Safeway [6]
  • Crest Foods [7. survey design note: Oklahoma City, OK, area]
  • Mayfair Markets [8. survey design note: supermarket only in Hollywood, California]
  • Roth's [9. survey design note: supermarket only in Oregon]
  • None of the above [10. ANCHOR, EXCLUSIVE]

[IF ANY TWO OF 7, 8, AND 9 ARE SELECTED THEN TERMINATE.]

On this best practice questions design, we are again showing a list which is randomized per respondent. Not only are we terminating if Rite Aid is not selected, but also we are eliminating anyone who selects any two the regional stores, 7 Crest Foods, 8 Mayfair Markets, and 9 Roth's. Because of the dispersed geographic locations of those stores, it is unreasonable that someone would have shopped in all three in the past four weeks.

Featured Research
  • The Business Case for Updating an Aging Phone System

    You may think your business phone system is functional, but is it fully modern? In recent years, telecommunications technology has made major strides. A system that was perfectly serviceable ten years ago—or even five years ago—is now very out-of-date. more

  • 2017 ERP Buyer's Guide

    Among all of the business software applications necessary for business operations, ERP is undoubtedly one of the most important. Making the wrong selection can have a disastrous impact on your accounting, manufacturing, and supply chain. With so much at stake, it is crucial to make a well-informed decision. more

  • 2017 Contact Center Software Trends

    Did you know that, according to Forbes, 86 percent of customers will pay more for a better customer experience? Customer satisfaction is always a worthy business pursuit, but to identify customer preferences and exceed expectations, you must keep pace with innovations in the technology your customers are using. more

  • How to Select Contact Center Software in 9 Steps

    Your choice of contact center software will affect the future success of your business. Don’t leave this important decision to chance. This guide provides nine actionable steps for the selection process. more

  • [Infographic] 15 Questions to Ask When Selecting a VoIP Provider

    Deciding which phone system is right for your business can be difficult. With our VoIP technology blueprint, discover the top 15 questions you should ask VoIP vendors before you make a buying decision. more