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Creating Point Allocation questions surfaces a participants’ opinions around how they’d allocate their time, dollars, or simply points for a specific purpose. This type of question allows you to tell the relative difference in importance between your ideas.

Here are our tips on how to hop in and start using Point Allocation when learning from customers.

  • Assess quantitative value or time. Point Allocation is superb for understanding how customers perceive much items cost or how much time a participant spends completing certain tasks. Knowing this kind of quantitative data can help teams understand where your customers are willing to spend their time or hard-earned money.

  • Limit your categories. Too many choices in a survey are overwhelming to participants and will skew data. We recommend limiting the choices used in Point Allocation questions to no more than 7 items. If you find that you have more than 7 items you can use a test to narrow down your choices to the most important ones: we recommend a Ranking or Multiple Choice questions to do so!

  • Keep items categorized. To ensure your data isn’t skewed, it’s important to make sure your items are different enough that they don’t overlap. If you’re asking how much money someone is willing to spend on a collared shirt versus a dress shirt, your data could be affected because of the perceived similarities of the two items.

We hope this helps you get started with creating your very own Point Allocation questions in Helio. If you need help, we’re happy to offer suggestions, just let us know!


Ranking questions asks participants to compare a list of items or features to each other by placing them in order of their preference. Ranking questions are awesome for finding out the desirability of a list of items or features.

Ranking questions have customizable labels, the scales you can create have endless possibilities.

In our example, we’ve asked participants to rank Hulu content based on how interested they are in the following categories.

Once your participants have completed their survey, you’ll see the data displayed with a 100 point scale.


Learning from customers becomes actionable when teams can be active participants in the learning.

See our example here (pssst, make a copy to use too)

To best display Landing Page Conversion data in a presentation collect your findings on the provided spreadsheet. Focus on these 3 key areas: Conversion, Emotional Reception, and the Net Promoter Score.

Conversion highlights the participants who successfully completed the primary action on your landing page.
Emotional Reception shows the reaction of participants, as well as an overall Net Positive Alignment score.
Net Positive Alignment provides a way to see the response to the experience UI.

Grab the NPS reading and drop it into the Net Promoter Score box of the framework. Don’t forget to link all your findings, and provide participant quotes to paint the full picture!


We’re so excited to hop into how you can maximize your surveys by including MaxDiff questions. In the simplest terms, the MaxDiff question type measures a customers’ preference or importance of items on a list, usually indicating the “best/worst” or “most/least”.

Start by creating a test and selecting the MaxDiff question type.

When crafting questions that ask customers to make trade-offs between a list, it’s best to ask “Which of the following is most/least important.” In the example below, we ask customers to select which is most/least important to them when planning a vacation.

Your data will be presented in an easy to read, color-coded graph. In our example “Beach access” ranked as most important in purple and “Nightlife” ranked least important in light purple.

MaxDiff is very versatile: teams from design and development to marketing and sales can utilize this gem of a question type to learn a lot from customers. Some highlights include prioritizing features or function, what marketing messaging resonates with a customer, and what a customer’s focus is when making the decision to purchase. We can’t wait for you to give MaxDiff a try!


Congratulations, you’ve run a test and have collected answers! We think that reviewing answers is a lot of fun and we’ve added the ability to LOVE an answer in Helio.

To Love an answer begin by reviewing the answers within your test. If you think the answer you get is awesome, press the “💜” within that answer.

“💜” an answer that:

  • Resonates with you, your team, or project.

  • Is thoughtful or provided a personal story that is helpful to your research.

  • Makes a great point that you want to share with your team.

  • Inspires a new idea that you would like to test further

“💜”ing an answer is a great way to collaborate with your team and to make a connection with your customers.

  • Connect to your customers. Hitting the “💜” on an answer in Helio sends an email to that responder letting them know, anonymously, that their answer was really helpful. This spreads good vibes and over time encourages your customers to keep providing thoughtful and meaningful answers.

  • Collaborate with your team. Collaboration is important when learning from customers. When sharing your tests with internal team members the “💜” surfaces the answers you find are most insightful. Your team members will also be able to spread the love by “💜”ing the answers too.

  • Filter by your favorite answers. Another added benefit of “💜”ing answers is the ability to filter by all your favorite answers and come back to them later.


Sometimes responses don’t align with your test. Perhaps there’s keyboard mashing (sdfasd), an unintelligible response (ir knt think bt) or perhaps they’re just responding with the same text for every answer (e.g, N/A, or not sure).

We provide a method to hide responses that aren’t valuable, or to flag responses that need participant review

Here’s how to flag a response:

  • Click on “Tester ID” to quickly review all responses from the participant.

  • Confirm participant’s intent to not answer the test.

  • Click the purple flag in the response box.

  • Confirm that you really want to flag this user, and choose an appropriate flag reason. (Be sure, flagging is a permanent action)

The above steps will remove the participant from the entire test and won’t show up in any .CSV export or other test reporting.

NOTE: You can resurrect responses if you accidentally hide them! Simply click the 3 dot icon near the top right of the screen, choose Hidden from the dropdown menu.

As always, don’t hesitate to reach out if you have questions on how to gauge validity of a participants response, or if you need help using these features.

Cheers!
The Helio Team


You may need to pause your test for a variety of reasons; you forgot a question, you need to fix a typo, images aren’t quite right, etc.

Test questions cannot be edited once they’ve collected responses as results will be skewed. Instead, use the 3 dot menu (…) in the upper right hand corner to copy the test. Don’t worry, you can delete the first version of the test if you wish.

Follow these easy steps:

  1. Pause the test by clicking the button next to “Test Running” at the top right.

  2. Copy the paused test. (Click the 3 dots and choose copy)

  3. Rename the new test title to whatever you like.

  4. Make the necessary updates to your test.

  5. Preview the test (preview twice, send once!)

  6. Send the test!

Pro Tip: We suggest using the “Preview Test” button every time you’re ready to send any test to ensure things are right the first time. Not only does this help identity unnecessary questions, errors or typos, but the preview link can be sent to members of your team to confirm without them actually taking the test! Amazing!

Don’t hesitate to reach out if you’ve got any additional questions!

Cheers!
The Helio Team