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Intake

Research Participant Screener

Screen prospective research participants by relevant experience, product context, availability, and contact preferences without over-collecting data.

17 questions
5 minute completion
Starter schema
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Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

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What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

About you

Share only the contact and background information relevant to this study.

6 questions
Includes:

Full name, Email, Country or region, Time zone, plus 2 more.

Short textShort textShort textShort text

Relevant experience

Answer based on your actual experience. There are no preferred answers.

6 questions
Includes:

Which option best describes your current context?, Experience with the research topic, Briefly describe the relevant tasks, products, or situations, Devices you could use for a remote session, plus 2 more.

DropdownDropdownLong answerMultiple choice

Availability and contact

Provide general windows. The research team will confirm any session separately.

5 questions
Includes:

Availability windows, Preferred session format, Would you consider a recorded session if the study explains how the recording will be used?, Recording questions or preferences, plus 1 more.

Dynamic tableSingle choiceYes / noLong answer

How to use this template

When to use it

Use this template when you need a structured intake workflow for Technology, Research, Professional services teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.

How to customize it

  • Replace generic labels with language your respondents already use.
  • Move optional questions later in the form so the first page stays easy to complete.
  • Add internal routing notes or tags if different team members handle different response types.

Example questions

Scan the questions and field types included in the template at a glance.

Short text

Full name

Short text

Email

Short text

Country or region

Short text

Time zone

Yes / no

I confirm I am 18 or older and eligible to express interest in this study.

Dropdown

Age range

Dropdown

Which option best describes your current context?

Dropdown

Experience with the research topic

Long answer

Briefly describe the relevant tasks, products, or situations

Questions about this template

What is the research participant screener template for?

A general-purpose participant screener for product, service, and market research. It supports initial eligibility review and scheduling follow-up without confirming selection, compensation, recording, or participation. It is a good fit for Technology, Research, Professional services teams that need a structured intake workflow.

Can I customize this research participant screener template?

Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.

What questions are included?

The template includes 17 questions across 3 sections. Example questions include: Full name; Email; Country or region; Time zone.