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Creating a Project
How to Set up a Project on Respondent
How to Set up a Project on Respondent

The best research projects demand the best Screener Surveys

Justin L avatar
Written by Justin L
Updated over a week ago

Projects (also known as Research Projects, Studies, Recruitment Briefs) are the bread and butter of the Respondent platform. Creating a project allows you to start collecting research participants for your unique studies.

To create a new project:

  • Log into Respondent

  • Click on the Projects tab in the main project dashboard, then click on blue New Project button in the top left.

    • Watch the video below 😎 for more project creation information!


Your project details are the information you share with potential participants. Project details appear on the Participant's Project Dashboard.
Make sure to include the project name. Something friendly and relatable.

Include the research methodology and consider an enticing incentive. Depending on the length of time required to complete your study and the skills and expertise your target audience brings to the table you may want to consider this helpful article!
All of the information you include in your project details (with the exception of the internal name) is visible to the research participants.

These are all the initial details about your project, including the name, the methodology, and the incentive. This information (with the exception of the internal name) is visible to the research participants prior to their applying to participate in your project.

The 4 Basic Components of a Research Project:

The audience section allows you to say to whom you want to participate in your project. It includes your target number of participants, filtering by location and gender, and qualifying by age, ethnicity, and education level.


Gender and Location are filtering criteria. If a research participant doesn't meet the criteria set up in the filters you select for the research project, they will not be able to opt in to participate.

Job Title and Industry are known as the targeting criteria. They help our team know to whom to send your project during the recruiting process. We use this information to target the best potential participants, however, anyone is able to opt into your project. Targeting criteria do not qualify or disqualify participants. If you need to disqualify certain job titles, industries or preferences, we recommend you set up a screener question for this instead.

Education, Age, and Ethnicity are qualifying criteria, and they will let you qualify or disqualify participants. Participants who do not meet these will still be able to opt into your project but they will be disqualified.


The Screener Survey aka Qualifying Questions

Once you have established who your target audience is, and determined how to qualify them, it's time to create your screener survey!
At Respondent, we call the tool you use to screener your target audience a Screener Survey. You might also know it as the Qualifying Questions, or Qualifying Survey. However you choose to call it, this component is a set of questions that you use to qualify or disqualify your participants.
Every potential participant is required to apply to your screener survey in order to be eligible to be selected to participate in your study.

The maximum number of participants allowed per project is 50. If you want to target more than 50 participants, you can duplicate your project. Just click on the "Copy" icon in the dropdown menu in the project settings to the right of the project name.

The summary page is where you can see the breakdown of the estimated cost of your project. Most importantly, it’s where you can launch your project and start collecting responses!


My project is still a β€œDraft”, how do I launch it?

Ready to launch your project? Head over to the Summary Page and click Publish. Your project is live and recruiting! 🎯

Please Note: As of Q1 2023, our Pricing structure has changed versus what is displayed in our "How To" video below. You can learn more about our current pricing, here.

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