Guide to Using the Matrix Scale Feature in Smart Forms

Feature Overview

Matrix scale questions allow multiple items to be scored together, commonly used for NPS surveys, satisfaction assessments, or "voting campaigns." Respondents evaluate each item by selecting a rating level from rows, and multiple sub-scale items can be added.

Feature Description

Function Dimension	Description
Membership Restrictions	No membership restrictions
Version Restrictions	No version restrictions

Operating Steps

Adding a Matrix Scale Question

Access Path"Edit" tab → "Advanced Question Types" → "Matrix Scale" button

1. Click the "Edit" tab at the top
2. Expand the "Advanced Question Types" section in the left panel
3. Click the "Matrix Scale" button to add a matrix scale question to the poll
4. Enter the question text in the question editing area, for example: "1. Please rate"
5. The scale ranges from "Very Dissatisfied" to "Very Satisfied", and by default includes "Sub-scale Item 1" and "Sub-scale Item 2". You can click "Add Sub-scale Item" or "Batch Edit" to manage sub-scale items

Set Scale Type

Access PathMatrix Scale Question → "Scale Settings" → "Scale Type" dropdown menu

1. Click on the added matrix scale question
2. In the right-hand "Scale Settings" panel, click the "Scale Type" dropdown menu
3. Select a type: "Satisfaction", "Agreement", "Willingness", "Fit", "Likelihood", or "Custom"

Set Scale Levels

Access PathMatrix Scale Question → "Scale Settings" → "Level Settings" dropdown menu

1. Click on the added matrix scale question
2. In the right-hand "Scale Settings" panel, click the "Level Settings" dropdown
3. Select the number of levels, for example "5", with support for setting between "2" and "9" levels

Set Starting Value

Access PathMatrix Scale Question → "Scale Settings" → "Starting Value" input box

1. Click on the added matrix scale question.
2. Enter a value (e.g., "1") in the "Starting Value" input field under the "Scale Settings" panel on the right.

Enable Custom Scoring

Feature Access PathMatrix Scale Question → "Scale Settings" → "Custom Score Values" → Toggle "Enable Custom Scoring"

1. Click on the added matrix scale question.
2. In the right-hand "Scale Settings" panel, click "Custom Score Values" (currently displayed as "Disabled").
3. In the pop-up "Custom Scoring" window, turn on the "Enable Custom Scoring" toggle.
4. After enabling, you can customize the score values for each scale item (ranging from "Very Dissatisfied" to "Very Satisfied" as "1" to "5", with a maximum value not exceeding 100).
5. Click "Confirm" to save.

Frequently Asked Questions

Q1: In what scenarios is a matrix scale question suitable?

• Solution: Matrix scale questions are ideal for multi-dimensional rating scenarios, such as satisfaction surveys, NPS research, and voting campaigns.

Q2: How do I set the scale levels?

• Solution: Click on the matrix scale question, then in the "Scale Settings" panel, select "Level Settings" to choose between 2 to 9 levels.

Q3: What is the difference between a matrix scale question and a regular scale question?

• Solution: A matrix scale question allows multiple sub-scale items to be evaluated together, while a regular scale question covers only a single evaluation dimension. Matrix scale questions save space and improve efficiency.

Notes

• Matrix scale questions are best suited for unified scoring of multiple sub-items.
• Custom score values must not exceed 100; when enabled, individual scores for each level can be set separately.