How to Create a Consent Form

What is a Consent Form?

The purpose of a consent form is to gain the permission of, or make an agreement with, a respondent. They will also serve as evidence of this permission or agreement. They will often include the below points:

  • Project aims and goals
  • Purpose of the project
  • Outline of questions
  • If/ how confidentiality will be protected
  • How respondents withdraw from the project
  • How data will be used
  • If data will be published
  • Signatures and dates of signing
  • Any other details relevant to gaining informed consent

Why use a Consent Form?

You can use a consent form to inform respondents as to how you’ll store or use their data once it’s collected, and require them to agree or disagree to your terms. They are commonly used where sensitive or private information is being communicated and exist to protect the rights of all concerned parties.

How to Create a Consent Form

Tip: The consent form should be free from technical language, and completely understandable by the respondent.

You will have to employ Page Logic in order to create a Consent Form/ Page, in the same way, you would create qualification questions. After presenting all relevant information to the respondent, you will ask them to accept or decline the terms you've outlined. They will be granted access to the project questions if they give consent or will be sent to a Thank You page or disqualification page if not.

  1. Create a project
  2. Insert a page at the start of your project, to be the consent form/ page

    Note: Ensure this page is placed before any questions
  3. Add a second exit page (Thank You page) for those who do not give consent

    Note: This second exit page should be placed after the original exit page, so respondents who give consent do not see it (if you don't intend on customizing either Exit page, you'll only need one)
  4. Insert a ‘Text’ presentational item onto the consent page. This is to provide respondents with information on your project.
  5. Insert Multi-Choice (Single Select) question type, and make this your consent request
  6. Apply question logic to the negative answer options, and direct disqualified respondents to the second exit page.
  7. You can apply logic to the 'Agree' answer option to send respondents to your questions, but it's not essential. Respondents who click 'Agree' will be taken to your questions by default when they click 'Next Page'.

Please note that Page Logic is not activated until a respondent clicks Next Page

Removing Disqualified Respondents from your Results

You can customize your report to only include qualified respondents, by using our filtering feature.

To do this:

  1. Go to Results
  2. Click +new Filter in the sidebar
  3. Select ‘Filter by: Question’ from the drop-down menu
  4. Click next step
  5. Select your qualifying question from the drop-down menu
  6. Choose the qualifying answer for results concerning the qualified respondents OR Choose the disqualifying answer for results concerning the disqualified respondents

Note: This Report feature will require you to have a paid account.