Setting Up a Participant Screener in Strella Studies

Build your screener from scratch, paste an existing one, or let AI generate targeted questions—so every interview slot goes to a qualified applicant.

A screener filters applicants before they reach your interview, saving you time and ensuring every session counts. When you’re ready to start recruiting, navigate to the Recruit page and select the Screener tab to get started.

Choose how to create your screener

Strella gives you three starting points:

• Start from Scratch — Build your screener manually with a blank canvas.
• Paste an Existing Guide — Copy in a pre-written screener and Strella will structure it for you automatically.
• Generate with AI — Describe your target audience and let Strella draft the screener questions for you.

If you already have a screener document in another tool, Paste an Existing Guide is the fastest path—Strella will parse the text and create structured questions in seconds.

Generate a screener with AI

1. Select Generate with AI

   On the Screener tab, choose the Generate with AI option.

2. Choose your recruitment method

   Select whether you are finding participants through self-recruitment (your own candidate pool) or panel recruitment (Strella’s partner panels).

3. Describe your target audience

   Enter details about the participants you’re looking for—relevant skills, professional experience, demographics, behaviors, or any other traits that matter for your study.

4. Submit and review

   Click Submit. Strella’s AI will generate a draft screener based on your description. Review the questions and make any edits you need before saving.

Available question types

Choose the question format that best captures the information you need from each applicant.

Single Select

Respondents pick exactly one answer from a list of options.

Multi Select

Respondents can choose all answers that apply.

Number Slider

Respondents select a numeric value within a defined range.

Single Line Text

Respondents type a short free-text answer.

Multi-Line Text

Respondents type a longer free-text response.

Edit your screener

After your screener is created—whether by AI, paste, or manual entry—you can refine it using the following editing tools:

Action	How to do it
Add a question	Click the + icon between any two existing questions
Reorder questions	Drag and drop the 6-dot handle at the top of any question card
Toggle required / optional	Click the Required toggle on any question card
Duplicate a question	Click the double-square icon in the bottom-right corner of the question
Delete a question	Click the trash icon in the bottom-right corner of the question

Mark questions as Required when an answer is essential for qualification. Use Optional for additional context that is helpful but not disqualifying.

Save your screener

Once you’re happy with your questions, click Save. Your screener is now active and will be shown to participants when they apply for your study.

After saving, you can return to the Screener tab at any time to make changes. Updates take effect immediately for new applicants.