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Reference table

Screener survey tools: three routes compared

Table comparing three ways to screen research participants: a form and booking link, a recruiting platform, and a screener in the interview tool.
Choose by where your participants come from

A comparison of the three ways teams screen research participants: a form tool with branching followed by a booking link, the screener inside a recruiting platform, and screening questions built into the interview tool. It sets out cost, reach, how rules are enforced, where people drop out and which teams each route suits. Use it to pick a route before you write the screener. Koji is one example of an interview tool with built-in screening questions.

Where this appears

What's in this reference table

Form plus booking linkRecruiting platformBuilt into interview tool
ExamplesGoogle Forms, Tally, Typeform, Calendly routing formsUser Interviews, RespondentKoji
CostFree or a form subscriptionPer-participant fee plus incentivePart of the interview tool
Who you can reachYour own list and audienceThe platform panel and your own listYour own list, plus any panel the tool offers
Rule enforcementManual: you check answersEnforced by the platformEnforced at the start of every interview
Drop-off pointBetween form and bookingBetween approval and sessionNone between screening and interview
Best forSmall studies with your own usersHard-to-find B2B or consumer audiencesAsync interviews at volume

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<a href="https://www.koji.so/visuals/screener-survey-tools-three-routes-compared"><img src="https://www.koji.so/visuals/screener-survey-tools-three-routes-compared/screener-survey-tools-three-routes-compared.png" alt="Table comparing three ways to screen research participants: a form and booking link, a recruiting platform, and a screener in the interview tool." width="1200" height="922" /></a>
<p>Source: <a href="https://www.koji.so/visuals/screener-survey-tools-three-routes-compared">Screener survey tools: three routes compared</a>, Koji</p>