How To Use Matrix Questions In Your Online Surveys

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By AuspiciousKea

No, not this kind.
See all 4 photos
No, not this kind.
More like this.
More like this.

Think of the many types of questions you might include in your online questionnaires. Some may be dichotomous, such as Yes/No and True/False items. Others might be Likert scales. They make a statement, and ask the respondents to provide their opinions on a 5-point scale from "Strongly Agree" to "Strongly Disagree". Still others may be simple multiple choice, or those with an open-ended format. These and others may comprise your entire survey.

Matrix questions offer a way to combine several items. It's a survey technique that can shorten the time required to complete a questionnaire by grouping questions with a similar focus into a single large item. For example, suppose you have visited a restaurant for dinner. Following your meal, you receive a questionnaire that asks your opinion on several food items, all of which were included in your meal. Each item is listed separately as a Likert scale, and your response options are as follows:

  1. Very Satisfied
  2. Somewhat Satisfied
  3. No Opinion
  4. Somewhat Unsatisfied
  5. Very Unsatisfied

With a matrix question, the multiple items can be combined. The topics (i.e. food items) are related, and each uses the same scale of response options. Merging them saves time for your respondents. However, it also introduces a few potential problems into your survey.

Potential Problems With Including Matrix Questions

The first issue with matrices is that they can lead to a tendency among respondents called straightlining. This occurs when a survey participant chooses the same - or nearly the same - response for every item, even if it doesn't accurately reflect her thoughts. The reason this happens is because doing so is easier than carefully considering each question.

For example, suppose the restaurant questionnaire asks you to rate your meal's meat, vegetables, and other items. You may be tempted to "straightline" your answers, and choose "Very Satisfied" or "Somewhat Satisfied" for all of them. This potentially skews the data, and makes it unreliable.

Another problem is that a matrix question can seem deceptively simple. It appears as a grid with topics listed on the left side, and available responses listed across the top. The respondent reacts to the pattern by going too fast. She commits errors along the way. Once again, this can result in misleading data.

Matrices can also cause a rise in your questionnaire's abandonment rate. This might seem counterintuitive since a matrix question reduces the time needed to complete a group of related questions. But consider the respondent's perspective. She seems to be covering much less ground because the items are contained in a small space. The quicker pace may be less noticeable to her; she may even have the impression she is proceeding too slowly.

Keep your respondents from getting too deep or drowning in your data pool.
Keep your respondents from getting too deep or drowning in your data pool.

Keys To Making Matrices Work In Your Surveys

Given the above challenges, how can you include a matrix question without prompting your respondents to straightline, respond too quickly, or abandon your survey? First, limit the number of items in your matrix. This can be done in two ways: you can eliminate the low-priority items from your grid, or integrate branch logic. With the latter approach, create an intro question that gives your participant a chance to identify items that are relevant to her experience. Then, send her to a matrix that includes only those items.

Choose a slightly darker color for the background of alternating rows. This makes it easier for your respondent to focus. Also, if your grid includes more than nine or ten items, repeat the list of available responses. Doing so removes the need for your respondent to look at the top of the grid before choosing a response.

Matrix questions, if used properly, can be a boon for your surveys. But as with any type of survey research, their presentation plays a key role in whether your respondents complete them, and do so accurately.

  • Who's reading Inside Market Research?

    Last month, we passed the sixth "candy or iron" anniversary of Inside Market Research without much fanfare. While the blog was launched in May 2005, it wasn't until April 2006 that the Google Analytics monitoring widget was installed. I'm a big fan of Google Analytics and other web traffic tools (like StatCounter). These tools allow a publisher to learn more -- often times much more -- about who is visiting the website and how they're using it. For the 5-year history of the Analytics-enabled blog, it looks like we've had over 37,600 visits, with about 1.25 pages being opened per visit. Visitors spend about 49 seconds on the site, on average. As I've always known, my article that compares churn rates is by far the most popular of my pages, accounting for almost 30% of all the page views. The next-most visited page is an article about sample sizes, garnering about 9% of page views. However, if you drill down more carefully into the data, I think you can make some other interesting discoveries. For this task, I decided to take only the most recent 24 months of traffic data, so that the findings suggest more current trends and distributions. For example, can we estimate the market share of various Internet Service Providers based on the U.S.-based traffic to my blog? The traffic statistics would suggest so: Comcast - 27%RoadRunner (Time Warner) - 15%Verizon - 10%SBC Global /BellSouth / PacBell (AT&T) - 10%Cox - 5%Charter - 4%Optimum Online (Cablevision) - 4%Comcast Business Class - 3%Qwest - 3%Verizon Wireless - 1%Cogentco - 1%XO - 1%All others & unknown - 16%That strikes me as probably fairly accurate, and it seems to line up rather closely with other independent measures. The Comcast share is likely inflated somewhat, since I publish from a local Comcast area, and I am also a Comcast employee. Using the same methodology, we might learn that in Australia, BigPond Broadband and TPG Internet are neck-and-neck for top spot in ISP market share. Or that India's leading ISP is Airtel Broadband, followed by Tata Indicom (VSNL). In the UK, it's British Telecom with about a 30% lead on Virgin Media, which itself has about a 30% lead on BE Internet. But you can get even nosier about your visitors. For instance, I looked at all of the web domains that had at least 5 unique visits to my blog over the past two years. The domain that seemed to be most interested in my content was the office of Bnei Moran Productions in Israel, spending an average of nearly 10 minutes per visit on my site. Within the United States, the honor of "most interested in my blog" goes to Health Care Service Corporation, clocking in at 7:41 per visit. Since my blog is about market research, it's interesting to note that some market research and similar consulting firms spend a bit of time reading my commentary. In order of depth of interest (as measured by time per site visit): TNS Global (India offices) - 7:01Bates White - 6:16CMI Research - 3:46Millward Brown - 2:29Morgan Keegan - 2:24I would like to thank these five companies for taking a bit more time to read my thoughts and findings on Inside Market Research!

  • Trusting results of product concept research

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  • The importance of competitive bidding

    When businesses seek to conduct impartial research about a subject near and dear to them, I think it's an important practice of good governance to obtain competitive proposals and quotations from at least three reputable vendors. I don't think it's good practice to allow "the new guy" to wire the contract to his former employer, then when publicly called out about it, to ignore the problem entirely. It would seem that the world's fifth-most popular website doesn't see things my way. Congratulations, Q2 Consulting LLC. You're surely the pride of Oklahoma now.

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    A wiki formatted definition, as I write it, is: '''Field and tab''' refers to a limited set of services provided in the [[marketing research]] industry. The name refers to the task of '''''field'''ing'' a questionnaire (that is, interviewing consumers or whomever is the target market, to get their response data to an array of questions), then '''''tab'''ulating'' the resulting data into convenient two-dimensional tables (called "cross-tabulations"), based on answers to at least two of the questions included in a survey. {| border="1" |+ An example of a '''cross-tabulation''' (simple) ! Answer choices !! All Respondents !! Males !! Female |- ! Voted for Democrat | 55% || 50% || 60% |- ! Voted for Republican |45% |50% |40% |} A field and tab research vendor will typically not be responsible for drafting a questionnaire or assisting on high-level sampling design discussions. Likewise, after the data has been collected and tabulated, the vendor will typically not interpret the resulting data nor prepare a deck of presentation slides. These responsibilities fall on the client (the research buyer) or on a [[consulting|consultant]] that the client may hire. Field and tab is always a part of the offering of a [[full service research]] vendor. A full-service firm will sometimes offer only their field and tab component when the budget for a particular study is limited. ==Bibliography== * Hague, Paul N., '''Market research: a guide to planning, methodology & evaluation''' (3rd edition), Kogan Page publisher, 2002. [[Category:Research methods]] Note: The content published above is released to the public by Gregory Kohs, under the terms of the Creative Commons, Attribution-Share Alike 3.0 Unported license. All respectable attempt should be made to attribute the original content to Gregory Kohs.

  • Power law curve in surnames

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