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Which screener route fits your study?

Flowchart for choosing a screener route: three questions on where participants come from, how many sessions and live or async interviews.
Start from where your participants come from
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A decision flowchart for choosing how to screen research participants. It asks whether you can reach the right people yourself, whether you need more than about 20 sessions and whether the sessions are live calls, and points to a recruiting platform, a free form with a booking link, a routing form in front of your calendar or a screener built into the interview tool. Koji offers built-in screening questions for async interviews.

Where this appears

What's in this flowchart

Start: You need to screen participants

  1. Can you reach the right people yourself?
    • Yes: go to 2.
    • No: Use a recruiting platform or panel.
  2. Do you need more than about 20 sessions?
    • Yes: go to 3.
    • No: Use a free form and a booking link.
  3. Will the sessions be live calls?
    • No: go to 4.
    • Yes: Put a routing form before your calendar.
  4. Finish: Screen inside the interview tool. No hand-off between screening and the interview.

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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/which-screener-route-flowchart"><img src="https://www.koji.so/visuals/which-screener-route-flowchart/which-screener-route-flowchart.png" alt="Flowchart for choosing a screener route: three questions on where participants come from, how many sessions and live or async interviews." width="1200" height="1048" /></a>
<p>Source: <a href="https://www.koji.so/visuals/which-screener-route-flowchart">Which screener route fits your study?</a>, Koji</p>

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