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Why use qualifying question templates?

Created by Upsiide experts, qualifying question templates help you save time while ensuring you're speaking to the right audience.

You can set up the qualifying questions under the Custom Targets section of your Audience details.

  1. First, navigate to and click on the Custom Targets pane on the left-hand side

  2. Then, click on 'Add new question'

  3. In the 'Choose a Question Type,' pick the 'Select' question type. You can set up your qualifying question templates, including confidentiality statement, occupation, category decision-maker screener, and sensitive topic disclaimer using this 'Select' question type:


Adding a Confidentiality Agreement Template

A confidentiality agreement can be included as part of your qualifying questions in order to protect your innovation assets. This can be especially important in the early stages of your innovation testing. We have created a templated confidentiality agreement you can copy and paste into the custom qualification. To do this using the 'Select' question type:

  1. Copy and paste the following verbatim into the [Type your question here] section:

Before we proceed further, we need you to read and accept the following confidentiality agreement.

You must keep all information that you are exposed to in this research confidential. You must not discuss or show anything that you have seen here with anyone else. You cannot in any way act on the information you see in this research in a way that could harm the company that is sponsoring this research (filing patents, registering brand names, initiating competitive activity etc.)

If you have thoroughly read, understood, and consent to all these terms, click “accept”.

2. Next, copy and paste the answer options into their respective rows

It is important to set up the logic for this question. To do so:

3. Go to the logic tab

4. Add a new condition with logic to match the image below:

Adding a Sensitivity Statement Template

A sensitivity statement is useful when your survey deals with delicate subject matters such as:

  • Illicit behaviour (drug use)

  • Socially undesirable behaviour (alcohol use, smoking, poor dietary habits)

  • Intimate topics (family planning)

  • Emotionally triggering topics (illness, grief, loss)

  • Questions that entail risk to the respondent (filing taxes, thoughts on job and employer)

  • Ideological topics (politics and religion)

We have created a templated sensitivity statement you can copy and paste into the custom qualification. To do this using the 'Select' question type:

  1. Copy and paste the following verbatim into the [Type your question here] section:

Before we proceed further, please be advised that this survey will be dealing with sensitive issues around [insert survey topic]. Rest assured that your responses will always remain anonymous and secure. To help protect your privacy, this survey will not have information that will personally identify you.

If you have thoroughly read and understand this statement, click “accept”.

2. Next, copy and paste the answer options into their respective rows

3. As with the confidentiality statement above, repeat the same logic setup.

Adding an Occupation Screener Template

When setting up an audience it's good practice to include a question about occupation to screen out people you don't want taking the survey. To do this, use our templated suggestions via the following steps:

  1. Select 'Custom Targets'

  2. Click on 'Add new question'

  3. Choose the 'Select' question type

  4. Copy the question: "Do you or does anyone in your household work for...?"

  5. Paste the above question where it says "Type question here..."

  6. Copy all rows of the text below:

    A marketing or market research company or department

    A head office of a grocery/drug/mass merchandise store (such as Walmart)

    A food or beverage manufacturer or distributor

    A media company (newspaper, television, radio, magazine)

    An advertising or public relations agency

7. Paste the answer options into their respective rows

8. Add 'None of the above' option

9. Toggle on 'Multiple selections'

Next, it's important to set up the logic that it would allow to include disqualifications from your study. To do this:

  1. Go to the logic tab

  2. Add a new condition with logic to match the image below:


Adding a Decision-Maker Screener Template

This screener helps to make sure you're speaking to a household member with some authority when it comes to key consumption and purchase decisions. To set this up, here are the steps:

  1. Select 'Custom Targets'

  2. Click on 'Add new question'

  3. Choose the 'Select' question type

  4. Copy the question: "Who makes the majority of [insert category] purchase decisions in your household?"

  5. Paste the above question where it says "Type question here..."

  6. Don't forget to edit the [insert category] placeholder to fill it with whatever is relevant to you

  7. Copy all rows of the text below:

    Me

    Another member of my household

    Myself and another member of my household, jointly

    Someone outside my household

    Household not involved in this activity

8. Paste the answer options into their respective rows.

After you pasted the answer options, it's important to set up the logic that would allow it to include disqualifications from your study. To do this:

  1. Go to the logic tab

  2. Add a new condition with logic to match the image below:

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