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Guide to using session replay

Learn how to turn on session replay for card sorts, view participant recordings, and more.

Updated over a week ago

Session replay

With session replay, you can record participants working through a card sort to visualize how they complete a card sort and identify areas where users struggle to categorize information to correlate with the data.

How to activate session replay

To activate session replay, create a card sort or open an existing card sort that has yet to be launched.

Click on ‘Set up,’ then ‘Settings’; here, you will see the new section called 'Session replay.' Click on the 'On' button. No plugins required.

Session replay is off by default; you must turn it on for each card sort while setting up the study.

How do I replay a card sort?

To review the recording of a participant's card sort, go to Results > Participants > Select a participant > Session replay.

Do I need to use a plug in?

No, using session replay is as simple as turning it on in the card sort settings.

Can session replay record audio and faces?

This feature does not record faces or audio. Session replay does not record participants' screens like Loom or Gong; it records the actions that participants take as data, which is replicated as a recording.

Can we use session replay with Optimal's recruitment services?

Session replay is available for participants recruited via Optimal's Managed Recruitment or On-Demand Panel.

I am an account admin. Can I adjust my session replay settings?

If you do not want session replays to be available for your team, you can disabled this feature by navigating to Workspace Settings > Features > Session Replay, where it can be toggled on/off.

Is screen replays available for tree testing and first-click testing?

At launch, screen replays are only available on card sorts.

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