Redirecting from a screener

Note: You'll need a paid subscription in order to use this feature.

A participant screener is a separate tool (often a snippet of Javascript code) that you put on your website to intercept visitors for surveying.

When using a tool like Ethnio, you can intercept visitors to your website, screen them based on survey criteria, and then if they're the kind of visitor you're looking for, you can point them at your Optimal Workshop survey.

At the end of the survey activity, we automatically notify the screener that the participant completed, so you can be sure they finished (if you're doing something like offering a voucher as a reward).

Integrating with Ethnio

  • On step 4 of your screener setup ("Thanks"), check the box that says "Activate Branching Logic".

  • In the "Study URL" field that appears, enter the link to your Optimal Workshop study.

  • Where it says "Select a UX Research Tool", click the "activate" button under 'Optimal Workshop'.

You don't need to do anything in your Optimal Workshop settings, so once you've set up your screener, you're ready to go! Just remember to launch your Optimal Workshop survey first.

Other screeners

At the moment we only integrate with Ethnio, but if you're got a suggestion for another tool we should be integrating with, drop us a line and we'll see what we can do.