How to Create Matrix Questions in Zoho Survey | Online Help Guide

Matrix

This question type has the following different variations that you can use in your survey.
  1. Matrix Choice (One Answer)
  2. Matrix Choice (Many Answers)
  3. Matrix Rating Scale
  4. Matrix Star Rating
  5. Matrix Dropdown
  6. Matrix Textbox
  7. Matrix Grid

Matrix Choice (One Answer)

The Matrix Choice (One Answer) question type appears like a grid with multiple items having the same answer choices. The respondents can only select a single answer for each item.
For example, a matrix choice question would ideally helps you understand what your customers think about various aspects of your brand in a single question.

Matrix choice (one answer) sample:


To add a matrix choice (one answer) question in your survey:

  1. Click Matrix Choice (One Answer) in the question types listed on the left pane. You can also drag and drop the question type to the builder. Also, you can change the question type by clicking the dropdown next to the question type in the question editor. However, the choices for change are related to the question type you have selected. For example, if you selected a matrix choice question type, you can only change it to its variants available in the list. You can select an option from the dropdown. 

  2. In the Question box, type your question. 
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox.
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box.
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow up questions, click  Insert Variable right above the Question box, and select the variable you want to use from the list. Read more on Piping.
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between.This option appears only if the Make this question mandatory checkbox is selected.
  3. In the Answer box, you can add the answer choices in the following ways:
    1. If you are copying and pasting the choices in the Row label and Column label answer boxes, make sure you type in each choice on a separate line. 

    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click + to add more boxes, and click X to delete choices. 
      Create online surveys
  4. To know what more you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Change the order of 'Column' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the column order randomly for each respondent
      2. Flip for each respondent - To show the column choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the column choices for each respondent
      4. Ascending sort - To arrange the column choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of column choices that needn't be randomized
    3. Force Ranking (One response per column) - The force ranking option restricts the respondent from choosing the same ranking for more than one variable.
    4. To add a comments box, select  Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name.
    5. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions. 
      Add survey question hint
  5. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  6. Click Save.
  7. To discard the changes, click Cancel.

To make a certain number of rows or columns mandatory in a matrix question:

  1. In the Question box, type your question. 
  2. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. This option appears only if the  Make this question mandatory checkbox is selected. 

Matrix Choice (Many Answers)

The Matrix Choice (Many Answers) question type appears as a grid with multiple items having the same answer choices, and the respondents can select more than one answer for each item.
For example, assume that you want to compare your brand with your competitors and identify where you stand in terms of various aspects that qualify for a distinct cafe. You could ask a matrix choice (many answers) question for your customers to mark more answers they feel apply to the question.

Matrix choice (many answers) sample:


To add a matrix choice (many answers) question in your survey:

  1. Click Matrix Choice (Many Answers) in the question types listed on the left pane. You can also drag and drop the question type to the builder. Also, you can change the question type by clicking the dropdown next to the question type in the question editor. However, the choices for change are related to the question type you have selected. For example, if you selected a matrix choice question type, you can only change it to its variants available in the list. You can select an option from the dropdown.  

  2. In the Question box, type your question.  
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click the arrow next to Insert Variable right above the Question box and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. If you want the respondents to answer all rows in the matrix, then select All. This option appears only if the Make this question mandatory checkbox is selected. 
    5. In the Required number of columns per row dropdown list, select the number (of columns) to keep as mandatory for the respondent to pick. This can be in the form of at least, at most, exactly or in between. At least one column must be selected. The number of columns required should be lesser than the total number of columns. These two options appear only if the Make this question mandatory checkbox is selected. 
  3. In the Answer box, you can add the answer choices in the following ways:  
    1. If you are copying and pasting the choices in the Row label and Column label answer boxes, make sure you type in each choice on a separate line.  

    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click to add more boxes, and click X to delete choices.  
      Create online surveys
  4. To know what more you can do with the question, click Advanced options. You can perform the following actions:   
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Change the order of 'Column' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the column order randomly for each respondent
      2. Flip for each respondent - To show the column choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the column choices for each respondent
      4. Ascending sort - To arrange the column choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of column choices that needn't be randomized
    3. Select Mark choices as exclusive and pick the option(s) you want to mark as exclusive. Read more here.
    4. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name. 
    5. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions. 
  5. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  6. Click Save
  7. To discard the changes, click Cancel.

Matrix Rating Scale

The Matrix Rating Scale question type allows the respondent to rate multiple items in a single question.
There are two types of rating scales: 
  1. Likert Scale - The Likert scale allows the respondent to give a rating on a scale from 0 to 10. It is ideal for questions that require a scale that shows two extreme ranges.  
  2. Weighted Choice - The weighted choice allows the respondent to select single ratings for each of your answer choices. Each choice will have a label with a rating weightage assigned to it. This is also ideal for questions that require a scale that shows two extreme ranges.

To add a matrix rating scale question in your survey:

  1. Click Matrix Rating Scale in the question types listed on the left pane. You can also drag and drop the question type to the builder. Also, you can change the question type by clicking the dropdown next to the question type in the question editor. However, the choices for change are related to the question type you have selected. For example, if you selected a rating scale question type, you can only change it to its variants available in the list. You can select an option from the dropdown.  

  2. In the Question box, type your question.  
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click Insert Variable right above the Question box, and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. If you want the respondents to answer all rows in the matrix, then select All. This option appears only if the Make this question mandatory checkbox is selected. 
  3. In the Answer section, you can add the answer choices in the following ways: 
    1. If you are copying and pasting the choices in the Answer box, make sure you type in each choice on a separate line.  
      Create online surveys
    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click + to add more boxes, and click X to delete choices.  

    3. In the Type dropdown, select the scale you want to use.
      1. If you click Likert scale
        1. In the Representation dropdown, select Numbers, Smileys or Custom Images.
          1. If you select Smileys, click the smiley to choose a colour scheme. You can either use a standard colour theme or change the colour of the smileys by choosing a colour from the palette. 
          2. If you select Custom Images, click the type of representation you want from the Custom Set or Range Set.
            1. Custom Set: 
              1. Click <upload> and select the representation image of your choice.
              2. Click Confirm.
            2. Range Set: 
              1. Type the representation values in the corresponding text boxes.
              2. Click <upload> and select the image of your choice.
              3. Click <+> to add a new representation range and click <x> to remove an existing representation range.
              4. Click Confirm.
        2. In the Scale dropdown, select the lowest and the highest ranges. 
        1. In the Column labels field, name the lowest and the highest ranges. This is not a mandatory field. 
      1. If you click Weighted choice:   
        1. In the Representation dropdown, select Numbers, Smileys or Custom Images.
          1. If you select Smileys, click the smiley to choose a colour scheme. You can either use a standard colour theme or change the colour of the smileys by choosing a colour from the palette.
          2. If you select Custom Images, 
                1. Click <upload> and select the representation image of your choice.
                2. Click Confirm.
        2. In the text boxes, type the choices you want to use. You can also insert predefined choices here. Click Predefined Choices and select the choice you want to use in the survey.  
          Matrix rating scale weighted choice question
        1. In the Weight boxes, assign numbers.  
        1. To add more choices, click +
        1. To delete a row, click X
  4. To learn what else you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Flip order of ratings for each respondent to show the ratings in the opposite order for each respondent.
    3. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name.
    4. If you selected Weighted choice, select Show weightage to display the value assigned to each choice.
    5. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions.  
      Add survey question hint
  5. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  6. Click Save
  7. To discard the changes, click Cancel.  

Likert Scale Matrix Rating Scale

The Likert Scale Matrix Rating Scale question type allows the respondent to rate multiple items in a single question on a scale from 0 to 10. It is ideal for questions that require a scale that shows two extreme ranges. 
In the following example, you can see how a Likert scale matrix scale question helps find out the satisfaction levels of your customers on various factors on a scale of 10.

Likert scale matrix rating scale question sample:


To add a Likert scale matrix rating scale question in your survey: 

  1. Click Matrix Rating Scale in the question types listed on the left pane. You can also drag and drop the question type to the builder. Also, you can change the question type by clicking the dropdown next to the question type in the question editor. However, the choices for change are related to the question type you have selected. For example, if you selected a rating scale question type, you can only change it to its variants available in the list. You can select an option from the dropdown.  

  2. In the Question box, type your question.  
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow up questions, click Insert Variable right above the Question box, and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. Select All if you want the respondents to answer all rows in the matrix. This option appears only if the Make this question mandatory checkbox is selected. 
  3. In the Answer section, you can add the answer choices in the following ways: 
    1. If you are copying and pasting the choices in the Answer box, make sure you type in each choice on a separate line.  
      Create online surveys
    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click + to add more boxes, and click to delete choices.  

  4. In the Type dropdown, select Likert Scale:  
    1. In the Scale dropdown, select the lowest and the highest ranges. 
    2. In the Column labels field, name the lowest and the highest ranges. This is not a mandatory field. 
  5. To learn what else you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Flip order of ratings for each respondent to show the ratings in the opposite order for each respondent.
    3. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name. 
    4. Question hint is used to add hints to your question and help your respondents get a clear idea on what your questions are all about. This feature is optional and is available only for certain types of questions.  
      Add survey question hint
  6. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  7. Click Save
  8. To discard the changes, click Cancel.  

Weighted Choice Matrix Rating Scale

The Weighted Choice Matrix Rating Scale question type allows the respondent to select individual ratings for each of your answer choices. Each choice will have a label with a rating weightage assigned to it. This is also ideal for questions that require a scale that shows two extreme ranges. 
In the following example, you can find the weightage customers marked for each factor concerning your cafe. You can see that your customers have given a high weightage for the cafe location, however quite not satisfied with the parking facility at your cafe.

Weighted choice matrix rating scale question sample:


To add a weighted choice matrix rating scale question in your survey:

  1. Click Matrix Rating Scale in the question types listed on the left pane. You can also drag and drop the question type to the builder. Also, you can change the question type by clicking the dropdown next to the question type in the question editor. However, the choices for change are related to the question type you have selected. For example, if you selected a rating scale question type, you can only change it to its variants available in the list. You can select an option from the dropdown.  

  2. In the Question box, type your question.  
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click the arrow next to Insert Variable right above the Question box and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. Select All if you want the respondents to answer all rows in the matrix. This option appears only if the Make this question mandatory checkbox is selected. 
  3. In the Answer section, you can add the answer choices in the following ways: 
    1. If you are copying and pasting the choices in the Answer box, make sure you type in each choice on a separate line.  
      Create online surveys
    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click to add more boxes, and click X to delete choices.  

    3. In the Type dropdown, select  Weighted choice
      1. In the text boxes, type the choices you want to use. You can also insert predefined choices here. Click Predefined Choices and select the choice you want to use in the survey.  
        Matrix rating scale weighted choice question
      2. In the Weight boxes, assign numbers.  
      3. To add more choices, click +.
      4. To delete a row, click X
  4. To learn what else you can do with the question, click Advanced options. You can perform the following actions:  
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Flip order of ratings for each respondent to show the ratings in the opposite order for each respondent.
    3. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name.
    4. If you selected Weighted choice, select Show weightage to display the value assigned to each choice.
    5. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions.  
      Add survey question hint
  5. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  6. Click Save
  7. To discard the changes, click Cancel

Matrix Star Rating

The Matrix Star Rating question type allows the respondent to use stars to rate many items in a single question. 
In the following example, you can see that the customers at your cafe have a high opinion of the staff behaviour and the general aesthetics of your cafe.

Matrix star rating question sample:


To add a matrix star rating question in your survey: 

  1. Click Matrix Star Rating in the question types listed on the left pane. You can also drag and drop the question type to the builder.  

  2. In the Question box, type your question. 
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click Insert Variable right above the Question box, and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. Select All if you want the respondents to answer all rows in the matrix. This option appears only if the Make this question mandatory checkbox is selected.  
  3. In the Answer - Row labels section, you can add the answer choices in the following ways: 
    1. If you are copying and pasting the choices in the Answer box, make sure you type in each choice on a separate line.  

    2. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click to add more boxes, and click to delete choices.  

  4. Select Add 'Not applicable' option and update the default text to add a field your respondents can choose if the question doesn't apply to them.
  5. Select the number of stars you want to use in your question in the Number of stars list.
  6. To learn what else you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, in the Comments field label box, type in the new field name. 
    3. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions.  
      Add survey question hint
  7. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  8. Click Save
  9. To discard the changes, click Cancel.

Matrix Dropdown

The Matrix Dropdown question type helps the respondents to analyze various items with the same set of measurements by selecting from a list of choices. 
Assume that you want to analyze the satisfaction levels of your customers for various factors on a disagree-agree scale. In a matrix dropdown question, they can mark individual opinions for each of the items listed.

Matrix dropdown question sample:


To add a matrix dropdown question in your survey:

  1. Click Matrix Dropdown in the question types listed on the left pane. You can also drag and drop the question type to the builder.  

  2. In the Question box, type your question.  
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box. 
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click Insert Variable right above the Question box, and select the variable you want to use from the list. Read more on Piping
    4. In the Required number of rows dropdown list, select the number of rows you want to keep as mandatory. This can be in the form of at least, at most, exactly or in between. At least one row must be selected. If you want the respondents to answer all rows in the matrix, then select  All. This option appears only if the  Make this question mandatory checkbox is selected. 
    5. In addition to the number of rows you selected, In the Required number of columns per row dropdown list, select the number (of columns) to keep as mandatory for the respondent to pick. This can be in the form of at least, at most, exactly or in between. The number of columns required should be lesser than the total number of columns. These two options appear only if the Answer mandatory for this question checkbox is selected. 
  3. In the Answer section, you need to add choices in the following sections: 
    1. In the Row labels boxes, type in the names for the rows.  
      Create online surveys
    2. In the Column labels boxes, type in the names for the columns. 
    3. In the Column labels section, click Create online surveys to provide the dropdown choices. 
    4. In the box that appears, type in each dropdown choice on a separate line.  
      Create online surveys
    5. When you are done typing in the dropdown choices, Click Save.  
    6. To go back and add a few more choices, click Cancel.  
  4. Click to add more boxes, and click to delete choices. 
  5. To learn what else you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select  Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Change the order of 'Column' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the column order randomly for each respondent
      2. Flip for each respondent - To show the column choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the column choices for each respondent
      4. Ascending sort - To arrange the column choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of column choices that needn't be randomized
    3. To add a comments box, select Add 'Comments' field.  If you want to change the name of the field, in the Comments field label box, type in the new field name. 
    4. Question hint is used to add hints to your question and help your respondents get a clear idea of what your questions are all about. This feature is optional and is available only for certain types of questions.  
      Add survey question hint
  6. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  7. Click Save
  8. To discard the changes, click Cancel.

Matrix Textbox

The Matrix Textbox question has multiple columns of textboxes that appear as a grid with the same or different answer choice formats. You can now search for responses for all fields in reports, based on the selected column, similar to the filters that are available for other questions. Also, the matrix textbox question supports the stats table in the summary of responses if it has a numeric value in the answer options.
For example, in a cafe customer satisfaction survey, you would want to ask your customers to openly talk about their experiences and provide you with suggestions for improving your services. A matrix textbox question comes in handy when you have varied things to ask in a single question. 

Matrix textbox question sample:


To add a matrix textbox question in your survey:

  1. Click Matrix Textbox in the question types listed on the left pane. You can also drag and drop the question type to the builder. 

  2. Type your question in the Question box. 
    1. If you want to mark the question as mandatory, select the Make this question mandatory checkbox. 
    2. If you want to make changes to the default Error message text that displays, edit the content in the textbox. 
    3. If you want to pipe in custom variables or variables from previous questions, click the arrow next to Insert Variable right above the Question box, then select the variable you want to use from the list. Read more on Piping
    4. Select the number of rows you want to keep as mandatory in the Required number of rows dropdown list. This can be in the form of at least, at most, exactly, or in between. Select All if you want the respondents to answer all rows in the matrix. This option appears only if the Make this question mandatory checkbox is selected. 
    5. Select the number of columns to keep as mandatory for the respondent to pick in the Required number of columns per row dropdown list. This can be in the form of at least, at most, exactly, or in between. At least one column must be selected. These two options appear only if the Make this question mandatory checkbox is selected. 
  3. You can add the answer choices in the following ways in the Answer box: 
    1. If you are copying and pasting the choices in the Row label and Column label answer boxes, make sure you type in each choice on a separate line. 
    2. If you want to add choices separately, click Individual Textboxes for Each Label right above the Answer box, then start adding choices. Click + to add more boxes, and click X to delete choices. 
  4. Click All columns have the same answer format in the Answer format section if you want to use the same format for all the columns. 
    1. Click the choices in the Format type dropdown. 
      1. If you select Short Answer, select the size of the text box and character limit in the Textbox size and Text must be between fields respectively. 

      2. If you select Number, select the size of the textbox, minimum, and maximum values in the Textbox sizeMinimum value, and Maximum value fields, respectively. If you want to allow using decimal values, select Allow decimal value
      3. If you select Email, select the size of the text box in the Text box size dropdown. 
      4. If you select Date, select the date format and date range in the corresponding fields. You can select the options — in between, after, or before — to choose a date range. The date field supports the following formats:
        1. MM/DD/YYYY 
        2. MMM DD, YYYY 
        3. DD/MM/YYYY 
        4. DD MMM YYYY 



  5. Click Each column has a different answer format in the Answer format section if you want to use different formats for all the choices.
  6. Click the choices in the Format type dropdown for each column. 
  7. To learn what more you can do with the question, click Advanced options. You can perform the following action: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Change the order of 'Column' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the column order randomly for each respondent
      2. Flip for each respondent - To show the column choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the column choices for each respondent
      4. Ascending sort - To arrange the column choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of column choices that needn't be randomized
    3. Question hint is used to add hints to your question, and help your respondents get a clear idea of what your questions are all about. 
  8. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  9. Click Save
  10. To discard the changes, click Cancel.

Matrix Grid

The Matrix Grid question type has rows and columns similar to other matrix questions. However, the columns can be in Short Answer, Number, Email, Date, or Dropdown formats. You can use this question type in all forms of integration, enable comments, and apply row and column randomization too.
In the following example, you can see how a matrix grid question is used to ask questions that relate to different items on your menu, but in a single question.

Matrix grid question sample:


To add a matrix grid question in your survey:

  1. Select Matrix Grid from the question types listed in the left pane. You can also drag and drop the question type to the builder. 

  2. In the Question box, type your question.
    1. If you want to mark the question mandatory, select the Make this question mandatory checkbox.
    2. If you want to make changes to the default Error message text that displays, edit the content in the text box.
    3. If you want to pipe in custom variables or variables from previous questions and customize the follow-up questions, click Insert Variable right above the Question box, then select the variable you want to use from the list. Read more on Piping.
    4. In the Required number of rows dropdown list, select the number of rows and columns you want to keep as mandatory. This can be in the form of at least, at most, exactly, or in between. If you want the respondents to answer all the rows and columns in the matrix, select All. This option appears only if the Make this question mandatory checkbox is selected.
  3. You can add the answer choices in the following ways in the Answer box:
    1. If you are copying and pasting the choices in the Row labels and Column labels answer boxes, make sure you type in each choice on separate lines.
    2. If you want to add choices separately, click Individual Textboxes for Each Label right above the Answer box, then start adding choices. Click + to add more boxes, and click X to delete choices.
  4. In the Answer format section, you can choose the answer format you want to use for each column.
    1. Click the choices in the Format type dropdown. 
      1. If you select Short Answer, click  to select the size of the textbox and character limit in the Textbox size and Text must be between fields, respectively. 
      2. If you select Number, click  to select the size of the textbox, as well as the minimum, and maximum values in the Textbox size, Minimum value, and Maximum value fields, respectively. If you want to allow using decimal values, select Allow decimal value
      3. If you select Email, click  to select the size of the textbox in the Textbox size dropdown. 
      4. If you select Date, click  to select the date format and date range in the corresponding fields. You can select the options — in between, after, or before — to choose a date range. The date field supports the following formats:
        1. MM/DD/YYYY 
        2. MMM DD, YYYY 
        3. DD/MM/YYYY 
        4. DD MMM YYYY
      5. If you select Dropdown, click  to add choices for the dropdown. Make sure you type in each choice on a separate line. You can click Copy from to copy the choices from a previous dropdown list and use them in the following dropdown lists.

    1. If you want to add more choices to the dropdown, you can select Apply to all columns to use the same choices in all the other dropdown lists. This is only possible before publishing the survey.

  5. To learn what more you can do with the question, click Advanced options. You can perform the following actions: 
    1. Select Change the order of 'Row' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the row order randomly for each respondent
      2. Flip for each respondent - To show the row choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the row choices for each respondent
      4. Ascending sort - To arrange the row choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of row choices that needn't be randomized
    2. Select Change the order of 'Column' choices. You can perform the following actions here:
      1. Randomize for each respondent - To change the column order randomly for each respondent
      2. Flip for each respondent - To show the column choices in the opposite order for each respondent
      3. Rotate for each respondent - To rotate the column choices for each respondent
      4. Ascending sort - To arrange the column choices in the ascending order
      5. Select Don't randomize the last few choices if you want to select the number of column choices that needn't be randomized
    3. To add a comments box, select Add 'Comments' field. If you want to change the name of the field, type in the new field name in the Comments field label box.
    4. Question hint is used to add hints to your question, and help your respondents get a clear idea of what your questions are all about. 
  6. Switch to the Display Logic and Answer Display Logic tabs to add a logic condition to the question and answer choices respectively.
  7. Click Save
  8. If you'd like to discard the changes, click Cancel.

Forced Ranking

If you think a respondent will follow a pattern and choose the same ranking for multiple variables in a matrix (one answer) question, enable the forced ranking option. This prevents your respondent from choosing the same ranking for more than one variable.  

To set up forced ranking:

  1. Click Matrix Choice (One Answer) question. 
  2. Click Advanced options.
  3. Select Force ranking (One response per column)
  4. Click Save


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Can I have mixed matrix questions in my survey so that I can have different kinds of fields in a single matrix question?

                                                                                                            You can use the matrix textbox question to add different kinds of text fields in a single matrix question. Read more here.
                                                                                                          • Can I use a variable in the column heading of a Matrix Dropdown question?

                                                                                                            Sorry, it is not possible to insert a variable in the Matrix Dropdown question as a column/row header.
                                                                                                          • CSAT Score

                                                                                                            Customer satisfaction score (CSAT) is a crucial metric in surveys. It serves as a fundamental tool for companies to assess customer experiences, pinpoint potential issues, and enhance their services. A high CSAT signifies that customers are content, ...
                                                                                                          • Advanced Options

                                                                                                            Track your respondents' data and add information to your survey. Learn how to use a custom variable in your survey. Trigger Emails Use this when you want to receive an email every time someone completes your survey, or if you'd like to send a thank ...
                                                                                                          • Custom Field Encryption

                                                                                                            You can now encrypt specific questions and custom variables, and the responses will be encrypted at rest (storage). For encrypted fields, only the equal to, not equal to, answered, and not answered operators will work in the reports filter. This ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources