Focus Group Screener
Screen and schedule focus group participants against quotas, with disqualifying questions built in.
A ready-to-use research & data collection form for small teams who need a reliable intake process: 13 questions, 4 pages, 4 conditional rules.
- Questions
- 13
- Pages
- 4
- Layouts
- classic · card
- Conditional rules
- 4
Searches this template answers
- focus group screener
- participant screening form
- focus group recruitment form
- research participant screener
- qualitative recruitment questionnaire
- focus group signup form
Also filed under
Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 4 — A few quick questions
Every question on this page is currently visible.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Legal text not required — passingThis template collects neither health nor regulated financial information.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Focus Group Screener is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in research & data collection.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 13 questions across 4 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It allows multiple selections without free text.
- Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Focus Group Screener lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 4 conditional rules ship with it.
- Features conditional hiding: if “Do you or anyone in your household work in market research, advertising or this industry?” is Yes, “Which sessions could you attend?” is removed from the form and is never submitted.
- Features conditional hiding: if “Have you taken part in a focus group in the last six months?” is Yes, “Which sessions could you attend?” is removed from the form and is never submitted.
- Features advanced show logic: if “Do you need any adjustments to take part?” is Yes, the form dynamically exposes “What adjustments do you need?”. Otherwise that question never appears.
- Features conditional validation: if “Do you need any adjustments to take part?” is Yes, “What adjustments do you need?” becomes mandatory before the form can be sent.
- All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
A focus group is only as good as the room, and the room is decided by the screener. This form is built to filter honestly: it asks the qualifying questions before it explains the study in any detail, so nobody can reverse-engineer the answer that gets them in. Behaviour and usage questions come first, then the quota characteristics you need to balance the group, then availability, and only at the end the incentive and contact details. Two standard exclusions are built in — working in market research or in the sector under study, and having attended a group in the last six months — because both quietly wreck a discussion. Conditional rules do the sorting work: someone who fails a screening question is routed away from the scheduling questions rather than given a form full of dead ends, and the accessibility block only appears for people who say they need something. Availability is captured as fixed session slots rather than free text so you can count heads per slot instead of reading a paragraph. The result is a list you can sort into a balanced group in one pass.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — A few quick questions
- Do you or anyone in your household work in market research, advertising or this industry?required
- Have you taken part in a focus group in the last six months?required
- How often do you use this type of product or service?required
Page 2 — About you
- Age grouprequired
- Regionrequired
- Household situation
Page 3 — Availability
- Which sessions could you attend?
- Would you attend in person or online?required
- Do you need any adjustments to take part?required
- What adjustments do you need?
Page 4 — Contact
- Full namerequired
- Email addressrequired
- Best contact number
13 questions in total.
How the form changes as it's filled in
This template ships with 4 conditional rules, grouped into 4 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Do you or anyone in your household work in market research, advertising or this industry?”
- Hides questions
If “Do you or anyone in your household work in market research, advertising or this industry?” is Yes, the form hides “Which sessions could you attend?”, so nobody answers questions that don't apply.
Driven by “Have you taken part in a focus group in the last six months?”
- Hides questions
If “Have you taken part in a focus group in the last six months?” is Yes, the form hides “Which sessions could you attend?”, so nobody answers questions that don't apply.
Driven by “Do you need any adjustments to take part?”
- Reveals questions
If “Do you need any adjustments to take part?” is Yes, the form reveals “What adjustments do you need?”.
- Makes answers required
If “Do you need any adjustments to take part?” is Yes, “What adjustments do you need?” becomes required before the form can be submitted.
Set it up step by step
- 1
Set your quotas first
Decide the mix you need — age, usage, region — before you write a single screening question.
- 2
Keep the topic vague
Describe the study loosely at the top; the detail goes in the invitation, not the screener.
- 3
Keep the exclusions
Industry conflicts and recent attendance are the two exclusions every professional screener carries.
- 4
Offer fixed slots
List real session times so availability is countable rather than a sentence to interpret.
- 5
Over-recruit
Confirm about 20% more people than seats; no-shows are normal even with an incentive.
Mistakes to avoid
- Telling people what the study is about before you screen them, which teaches them the answers you want.
- Recruiting only from your own customer list and then calling the group representative.
- Forgetting to ask about industry conflicts, so a competitor sits in the room.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Sort responses by quota group, invite the people who fit, and keep the near-misses as reserves — expect a fifth of confirmed attendees not to show.
Works in both layouts
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Frequently asked questions
How many people should a focus group have?
Six to eight for a general discussion. Fewer and one strong voice dominates; more and quieter participants never speak.
Why exclude people who work in the industry?
They answer as professionals rather than as users, and other participants defer to them. Both distort the discussion.
Can I use this to recruit for interviews too?
Yes — the screening logic is identical. Replace the session slots with a general availability question.
Should I mention the incentive up front?
Mention that one exists, but screen before you state the amount. A stated amount attracts people who answer to qualify rather than honestly.
Is the Focus Group Screener template free to use?
Yes. You can preview and test Focus Group Screener on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Focus Group Screener template ask for?
It asks 13 questions across 4 pages, 9 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Focus Group Screener form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this research & data collection form work?
4 conditional rules ship with the template: Features conditional hiding: if “Do you or anyone in your household work in market research, advertising or this industry?” is Yes, “Which sessions could you attend?” is removed from the form and is never submitted. Features conditional hiding: if “Have you taken part in a focus group in the last six months?” is Yes, “Which sessions could you attend?” is removed from the form and is never submitted. Features advanced show logic: if “Do you need any adjustments to take part?” is Yes, the form dynamically exposes “What adjustments do you need?”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Focus Group Screener form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Focus Group Screener form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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