The following steps walk you through creating a screener and include all the options you must select in order for the survey to work inside the community.

Recruitment surveys—or screeners—are for non-members and are taken before a user registers. These surveys are attached to a Recruitment URL. When you send the recruitment URL to potential members, they will first take the recruitment survey and if they pass the criteria you set, they will continue to register. Users who do not meet the criteria for joining the community will be taken to a custom disqualification message page where you can explain why they cannot join the community.

A Note about Security

When configuring the Programming Screeners, it's important to consider whether to activate Research Defender and Duplicate Protection features. In most cases, setting these options to "no restriction" at the Alchemer platform level is the most effective approach. By doing so, if multiple users attempt to access the screeners concurrently, they will still receive disqualification notifications from Research Defender. This allows you to monitor and identify potential fraudulent activities more effectively.

Having no restrictions in place provides clearer visibility into the behavior of malicious actors during data review processes. It enables us to analyze export data more comprehensively, making patterns and anomalies associated with fraudulent attempts more visible. Ultimately, this approach reinforces the integrity of our data collection efforts and aids in identifying risks posed by bad actors. Therefore, keep Research Defender and Duplicate Protection settings at "no restriction" for better oversight and fraud detection.

If a client exclusively recruits through CRM and has Research Defender enabled, we should also implement restrictions at the browser level in Alchemer. When we expect participants to be genuine, our primary concern is the member experience. We want them to see a message indicating that they have already completed the survey if they return.

Add a Redirect URL for Successful Survey Completion

When you are done creating your survey, add a “Post Survey Action” that will redirect the user back to the community after they complete the survey.

To add this redirect, please follow these directions:

1. Locate the “Thank You Page” at the bottom of the page.
2. Click the Actions link to add a redirect link.
   
3. In the screen that pops up, locate the URL Redirect under the Survey Actions section.
   
4. Click the “Add” button. A new window will display with a few options.
   
5. Give the URL Redirect a unique Name.
6. Identify whether this redirect will Disqualify the respondent or not.
7. Locate the URL field and set the Protocol dropdown to HTTPS://.
8. Paste the following into the text field:

   https://util.fuelcyclecore.com/util/surveyGizmo/redirectProxy

   NOTE: UK and Canadian servers would require their own domain suffix — .uk or .ca — instead of .com

9. Determine if there will be a delay.
10. Set the Message to show to disqualified respondents.
11. Scroll down to the bottom under “Field to Pass (optional)” and choose URL Variable from the drop-down.
12. Click the Add Field button.
13. Enter the following into the fields:
    • Under “URL Variable” put: redirect_url
    • Under “Variable Name” put: redirectUrl
14. Return to the dropdown and select “Static Value (use default)” and click the “Add Field” button.
15. Enter the following into the fields:
    • Under “Variable Name” put: qualified
    • Under “Default Value (opt)” put: true
      
      
16. Click the Save Action button.
17. You are ready to publish the survey.

Add Skip/Disqualify Logic

When creating a Recruitment Survey, you will need to add disqualification logic. This logic will be attached to any question that includes your member criteria. For example, if you want members to like “Brand A,” you would create “Skip/Disqualify Logic” based on that question. If a member does not choose “Brand A,” you would disqualify the user and add the redirect code as specified below.

To begin, follow the instructions for creating a Content Survey. Once you have created the questions, you’ll add the redirect at the bottom for users who pass the survey and will be redirected to registration (using the same instructions for content redirect in the Post Survey Actions area).

You’ll now need to add the disqualification logic. Below each page, you’ll see a link for “Skip/Disqualify Logic.” Click the link at the bottom of the page that includes the question you want to add disqualification or over quota logic to.

The Skip/Disqualify Logic options will display:

First, enter your logic conditions by using the prompts and options that display as you create the logic.

Once done creating the logic, scroll down to the “If the Logic Passes, send the respondent to” section and select the checkbox next to “External URL” then paste the following URL into the field:

https://util.fuelcyclecore.com/util/surveyGizmo/redirectProxy

NOTE: UK and Canadian servers would require their own domain suffix — .uk or .ca — instead of .com

Next, from “If the Logic Passes, mark the response as ”select “Disqualified”.

You do not need to add the disqualified message in the field here. That will not display to the user, so you can leave it as is. The Disqualified message is set when you create the Recruitment URL.

Now, scroll down to “Variables to Pass (optional)” and select “URL Variable” from the dropdown, then “Add to Field” button.

You’ll now need to add the following:

• Under “URL Variable” put: redirect_url
• Under “Variable Name” put: redirectUrl

Return to the dropdown and select “Static Value (use default)” and click the “Add Field” button THREE times (to add the option three times).

Enter the following into the fields:

There are 3 values to add as follows:

• First line:
  • Under “Variable Name” put: qualified
  • Under “Default Value (opt)” put: false
• Second line:
  • Under “Variable Name” put: reason
  • Under “Default Value (opt)” put one of the following: LOGIC or OVER_QUOTA

Note: LOGIC will send the user to the terminated recruitment message. OVER_QUOTA will send the user to the over-quota recruitment message.

• Third line:
  • Under “Variable Name” put: disqualifiedStep
  • Under “Default Value (opt)” enter whatever text you want here. This will be added to the database and you can use it to help you determine what question was used to disqualify users. Assign a value that is meaningful to you. Do not include brackets { } in this text or it will not save properly.

Continue to add logic as needed for your recruitment survey.

Once you've finished adding the logic and redirects, you can continue to style and publish your survey as outlined in the activity survey instructions.