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Building a study with the Study Flow

Learn how to build and manage your card sorting study from start to finish with the Study Flow tab.

Updated over 2 weeks ago

The Study Flow tab is designed to give you a clear, organized, and user-friendly way to build and manage your card sorting study from start to finish.

With the Study Flow tab, you can:

  • Review your study at a glance: Visualize and understand the participant experience step-by-step.

  • Duplicate questions: Quickly replicate questions for screening questions and pre- and post-study questions.

  • Collapse and expand sections: Navigate your study with ease, focusing on specific parts as needed.

Example of the Study Flow tab for a Prototype Test

Sections in Study Flow

Each section within the Study Flow tab is designed to represent a part of the study. The Study Flow left panel includes the following:

  1. Welcome

    • Customize a greeting for participants to introduce them to your study.

    • Toggle on/off

  2. Participant Agreement

    • Add any necessary agreements participants need to consent to before proceeding.

    • Toggle on/off

  3. Screening Questions

    • Add screening questions to ensure the right audience completes your study.

    • Choose from a radio button, dropdown select, or checkbox select question type options for your screening questions.

    • Edit your rejection message or choose to add a redirect URL.

  4. Participant Identifier

    • Collect identifiers, if needed, to match participants to their responses.

    • Choose from anonymous, email, or enter in your own participant identifier

  5. Pre-Study Questions

    • Gather participant information or insights before they engage with the study tasks.

  6. Card Sort

    • Toggle on/off instructions and edit the instruction text

    • Click on Categories or Cards to be directed to those tabs for editing.

  7. Post-Study Questions

    • Add post-study questions after participants complete the study tasks.

  8. Thank You Screen

    • Show a closing message to thank participants for their time and effort.

    • You can also choose to add a redirect URL here.

  9. Closed Screen

    • Customize a message to inform participants if the study is no longer accepting responses.

    • You can also choose to add a redirect URL here.

Add questions

Click on the + to add new questions.

Edit questions

To edit each section except for the Card Sort section, click on the relevant section or question and use the right panel to edit.

Duplicate questions

To duplicate a question, click on the three dots to the right of a question in the left side panel.

Delete questions

To delete a question, click on the three dots to the right of a question in the left side panel.

Reorder questions

You can reorder questions by clicking on the question and dragging and dropping within a section. Please note that you cannot move questions currently from one section to another.

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