Describe the study, audience, and research goal. Makeform creates an editable screener or feedback questionnaire with eligibility logic, session details, and open-ended prompts.
Send participant responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a scenario, refine its prompt, or send it to the builder. Each structure is an example, not a live AI result.
Audience
Recent buyers recruited for product research
Format
Short eligibility screener with branching
Prompt size
330 chars
Example questionnaire structure
Short eligibility screener with branching
When did you last buy a coffee maker?
What role did you have in the purchase decision?
Which brands did you consider?
Do you work in an excluded industry?
Which session times can you attend?
Suggested routing tags
Eligible
Needs review
Not a fit
Define disqualifying criteria before recruitment, then branch ineligible responses without revealing the qualifying answer.
Step 1
Define
audience, research goal, and exclusions
Step 2
Screen
eligibility, quotas, and availability
Step 3
Discuss
neutral prompts and useful probes
Step 4
Learn
feedback organized for review
Better participant fit
A research-ready questionnaire checks relevant experience, supports the planned participant mix, and gathers context the moderator can use.
Route by purchase timing, product use, role, location, or other criteria. Neutral options make the preferred response harder to guess.
Capture only the characteristics needed to balance the group, such as experience level, channel, or customer type.
Pair ratings with open follow-ups and recent behavior. Give moderators probes that uncover reasons behind opinions.
Two jobs, one builder
Build a compact screener, a preparation form, a post-session evaluation, or all three.
Confirm behavior, exclude conflicts, collect availability, and route qualified respondents without exposing decision rules.
Learn current behavior, alternatives, and recent experiences so the moderator needs less background.
Arrange warm-ups, core topics, stimulus reactions, and probes from broad experience to specific evaluation.
Check clarity, comfort, moderation, session length, and future participation with optional anonymity.
Questionnaire workflow
Give Makeform the goal and participant criteria, then refine the flow before sharing it.
State the decision, required experience, exclusions, desired mix, session format, and questionnaire stage.
Remove leading language, balance options, set disqualification paths, and show contact fields after eligibility.
Submit eligible, ineligible, and borderline responses. Check required fields, end screens, mobile layout, and recruiter data.
Share the link, review structured answers, or route them to Google Sheets for quota tracking.
Screener vs survey vs discussion guide
These tools may share questions, but each serves a different research moment.
Field guide
Keep screeners short and move detailed prompts into the session guide.
Eligibility
Screen recent actions such as purchase timing, service used, task frequency, or decision role before opinions.
Exclusions
Ask about defined exclusions such as industry employment, professional connections, prior studies, or product involvement.
Participant mix
Capture only the characteristics recruiters need for the planned mix.
Scheduling
After qualification, collect times, time zone, accessibility requests, and contact details. State the duration first.
Discussion prompts
Start with recent experience, explore friction, then introduce concepts. Ask one idea per question.
Session feedback
Check task clarity, room to disagree, and time. Separate moderation feedback from concept opinions.
Related tools
Add broader market measurement, product testing, customer feedback, or participant follow-up.
Collect broad market input before choosing moderated research topics.
Open toolExplore behavior, unmet needs, alternatives, and purchase considerations.
Open toolStructure reactions after people try a prototype, sample, or product.
Open toolGather comments, ratings, and follow-up permission outside a group session.
Open toolAsk consumers about routines, triggers, channels, and decisions.
Open toolCollect voluntary profile data for group-level comparisons.
Open toolFAQ
Answers about recruitment, moderation, and participant feedback.
It supports a moderated group study. A screener checks participant fit and scheduling, a pre-session questionnaire gathers context, and a post-session form evaluates the topic or experience. The moderator uses a separate discussion guide.
Ask what supports eligibility, participant mix, scheduling, and contact: recent behavior, decision role, usage, exclusions, previous research, available times, time zone, and contact method. Define selection rules first.
Do not announce the target behavior or praise the preferred choice. Offer plausible brands, time periods, roles, or frequencies. Hide branching so respondents see a neutral completion message, not the answer that qualified them.
Yes. Branch on required behavior, conflicts, location, availability, or other criteria. End ineligible paths courteously and send eligible paths to scheduling and contact fields. Test eligible, ineligible, and borderline combinations before recruitment.
Keep it as short as selection allows. Remove anything unrelated to eligibility, quotas, scheduling, moderation, or analysis. Put detailed reactions in the session or another form.
Yes. Use separate forms with clear purposes. Recruitment handles eligibility, availability, and contact. Post-session feedback covers the topic, moderator, clarity, comfort, and future participation without repeating the screener.
Yes. Makeform provides unlimited free forms and responses, including generation, editing, publishing, and response collection. The paid tier removes the Makeform badge. Review questions, branching, and completed paths before sharing.
Responses arrive in the Makeform inbox. Use consistent fields and routing tags for eligibility and quotas, or send data to Google Sheets, Slack, and connected workflows. Document selection decisions and control access to participant details.
Recruit for the question, not just the calendar.
