When should I use an intake form?

The intake form asks who the respondent is before the questions begin: their name, role, email, or anything else you want to know about them. Each answer is attached to their response, so later you can see how each kind of person replied.

When to reach for it

Reach for an intake form when knowing something about the respondent changes how you read their answers, or when you only want certain people to take part. Place it as the first block so the detail is captured up front. Each field can be free text, an email, or a list of options to choose from.

If you only need a short profile question partway through a study and do not need to screen anyone, a plain Multiple choice block can work just as well.

Good to know

A field that offers a list of options can also screen people out. Mark any option as a screen-out, and anyone who picks it stops there while everyone who fits carries on. It is the cleanest way to keep the people you are not looking for from filling up your results. Screening works only on these option lists, not on free-text or email fields. Results show each respondent and their intake answers in a table.