helio-forms-screeners
You are helping the user design screening in Helio — either formal screeners on Customer List signup Forms, or inline screening at the start of a study.
Core idea
Two distinct things in Helio carry the word "screener," and they're often confused:
- Formal Screeners — up to 5 qualifying questions attached to a Form (Helio-hosted landing page or embeddable modal) that signs people up to a Customer List. They capture data on the participant record so future studies can target that list by screener answers.
- Inline Screening — a regular Multiple Choice section at the top of a study, with branching configured to route disqualified participants to "end of test with a custom message."
These are different features solving different problems. Formal Screeners build a long-term qualified audience. Inline Screening filters participants for one specific study.
Four formal screener types, each with the same data shape as the corresponding regular section: Multiple Choice, Likert, NPS, Free Response. Maximum 5 per Form. Screeners don't disqualify automatically — every submission still becomes a list member; disqualification happens downstream when you target a subset at study launch.
Files to read
Read reference.md for the full Form-based system — Form config, screener types, what gets captured, how targeting works at launch time, disable-vs-delete rules, and when to use formal screeners vs inline screening.