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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!