Product Lists in Matrix Form Questions

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Product lists in Matrix form questions let you connect a specific, store-level product list directly to a Matrix question in a form. Instead of seeing every product in your catalog, reps in the field see only the products that are relevant to the store they're visiting and the task at hand - whether that's an inventory audit, a promo check, or a zero-sales review.
 

Why use it?

Previously, reps saw all products, or had to apply filters manually, even when only a subset was relevant to the visit. This led to wasted time, missed items, and data inconsistencies across different task types.

With product lists in matrix questions, you can:

  • Run purpose-specific product workflows (e.g. audit and promo campaign at the same time, each with its own list)
  • Ensure reps focus only on products stocked at that specific store
  • Eliminate manual filtering and reduce errors in the field
  • Migrate execution workflows previously managed in retail audits


How to set it up

Before you start

Make sure these three things are in place before setting up your product lists:

  • Places are set up: The stores you want to assign product lists to are already in your Repsly account.
  • Products are in your catalog: All products you want to track must be added to your main product catalog in Settings > Products.
  • System config is enabled: Product lists and matrix form questions must be turned on in your system configuration. Contact your Repsly admin if you're unsure.


Setup overview

Setting up a product list involves four steps, done in order:

  1. Create a product list type
  2. Import product lists and assign them to stores
  3. Import products into each list
  4. Connect the product list to a matrix form question

 

⚙️Step 1: Create product list types

A product list type represents the use case or workflow, for example, "Inventory Audit" or "Promo Campaign". All product lists created for the same purpose share one type. You can reuse the same type across multiple product lists in the future.

1.Go to Settings, select Product List Types.

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2. Click New product list type

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3. Enter a name (e.g. Inventory Audit) and optionally add a description so other users understand the purpose of this type. 
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4. Click Save. The type will be active immediately.

 

📥Step 2: Import your product lists

This step creates your product lists and assigns each one to the right stores. Each store assignment is a separate row in the import file. 

1.Go to Settings > Export and Import > Import. 
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2. Upload or copy/paste the Product List file (defines list names, types, and store assignments)
  • example: Name;Type;From date;End date;Account ID;Place ID 
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3. Once added, click Import. 
 
Note: You can optionally set validity dates to activate a product list only during a specific period (e.g. for a seasonal campaign). If you leave these fields empty, the list will remain active indefinitely.
 

👁️Step 3: Import products into each list

Now assign the specific products to each product list you created in step 2.

1.Go back to Settings > Export and Import > Import. 

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2. Select Assign products to product list as the import type. 

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3. Prepare your import data (each row maps one product to one product list). 
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4. Upload or paste your data, review the validation summary, then click Import


Note: Before moving on, confirm that the product lists were created correctly. 

 

📋Step 4: Connect a product list to a matrix question

The final step is adding a matrix question to a form and linking it to your product list type.


1. Open an existing form template or create a new one. 

2. Add a Matrix question to the form. Click to Add product list type. 

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3. Select the product list type you want this question to use.

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Important: Only one product list type can be selected per matrix question. Once a matrix question is set to "Product List" type, it cannot be changed to a different question type.
 

Rep experience in the field

When a rep opens a form on their mobile device and reaches the matrix question, it automatically populates with the active product list assigned to the store they're visiting, no setup required on their end.

Reps can filter the product list by:

  • Product group
  • Product tag

This makes it easy to navigate long lists and focus on the most relevant items during the visit.
 


 


 

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