Screening achieves multiple goals:

Identify the target audience for your Live Chat. Screen for characteristics not asked yet in the community or simply select members based on profile data or data from past activities.
Determine qualified members' willingness to participate in this activity type.
Identify best time to conduct session.

Screener Design:

Design a screener with the following content:

Any screening or qualifying criteria, if any. If possible, target community member invites via “tags” or filters based on previous activities to help narrow down the number of invites.
Invitation language making clear the purpose of the screener within the context of a live chat, timing, and compensation. Specify rewards/incentives for completing the screener and fully participating in the live chat session.
Ask about interest in participating in a live chat session (“real-time/live instantaneous chat room-style discussion with other members”). Terminate respondents who are not interested.
Offer 3-5 different time slots for sessions. Ask about preference and availability to attend session times. This can be programmed as a simple multi-select question.
- If multiple moderators and clients/stakeholders want to attend the chat session, you ensure the times offered work for your teams.
- Based on screening responses, the time at which most respondents are available can be selected for the actual session.

Live Chat Screening