Guide to Using Survey Questionnaire Matrix Rating Feature in Forms

Feature Summary

A matrix scale allows multiple items to be scored together, commonly used for NPS surveys, satisfaction assessments, and "voting campaigns." Respondents can rate multiple sub-items within the same scale.

Feature Description

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

Operating Steps

Adding a Matrix Scale Question

Access Point"Edit" tab → "Common Survey Elements" → "Matrix Scale" button

1. Click the "Edit" tab at the top
2. Expand the "Common Survey Elements" section in the left panel
3. Click the "Matrix Scale" button to add a matrix scale question to the survey
4. The default question is "Please rate", including sub-scale items 1 and 2
5. Click "+ Add Sub-item" to add more sub-items, or click "Batch Edit" to manage multiple items at once

Set Scale Type

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

1. Click on the added "Matrix Scale" question
2. In the "Scale Settings" panel below, click the "Scale Type" dropdown menu
3. Select a scale type: "Satisfaction" (default), "Agreement", "Willingness", "Fit", "Likelihood", or "Custom"
4. Different types will automatically update the label texts at both ends

Set Range

Function Access Path
Matrix Scale → "Scale Settings" → "Range" dropdown menu

1. Click on the added "Matrix Scale" question
2. In the "Scale Settings" panel below, click the "Range" dropdown menu
3. Select the number of levels (2–9); default is "5"

Set Starting Value

Access PathMatrix Scale → "Scale Settings" → "Starting Value" input field

1. Click on the added "Matrix Scale" question
2. In the "Scale Settings" panel below, locate "Starting Value"
3. Enter the starting value; default is "1"

Custom Score Values

Feature Access PathMatrix Scale → "Scale Settings" → "Custom Score Values"

1. Click on the added "Matrix Scale" question.
2. In the "Scale Settings" panel below, click "Custom Score Values" (currently set to "Off").
3. In the pop-up "Custom Score" dialog box, turn on the "Enable Custom Score" switch.
4. After enabling, you can customize the score values for each scale item, with a maximum value not exceeding 100.
5. Each scale level's score can be set independently; click "Confirm" to save.

Frequently Asked Questions

Question 1: What is the difference between a matrix scale and a scale question?

• Solution: A matrix scale can include multiple sub-scale items, requiring respondents to rate each individual item; a scale question has only one rating item.

Question 2: What types of scales are supported in a matrix scale?

• Solution: Supported types include satisfaction, agreement, willingness, fit, likelihood, and custom scales.

Notes

• The matrix scale is located in the "Commonly Used in Surveys" section.
• Custom score values must not exceed 100.