Optimal Workshop

Learn how to build, run and analyze your tree test studies 

Tree testing

Learn how to use tree testing to carry out effective tree testing remotely.

Demo: Tree testing

Write your tree labels manually or import your information architecture from a spreadsheet.

Add or import labels to your tree

Create the tasks your participants will complete, select the correct answers from your tree and create post-task questions.

Create tasks and set answers

Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study.

Add messages and instructions to your tree test

Learn about different question types as well as how to create participant screening questions and how to add logic.

Add pre- and post-study questions

To make sure your participants meet your criteria you can set screening questions at the start of your study.

Add participant screening questions

Learn when to use tree testing in the design process.

When to use tree testing

Set up a tree test with Optimal

Learn how to interpret the data in the First click tab.

Understand the First click tab in tree testing

Review, include or exclude your participants. Filter and segment your results based on identifiers, URL tokens, and question responses.

Segment your participant data in tree testing

Learn how to interpret the different kinds of task scores in tree testing.

How to interpret the Task results tab in tree testing

Figure out where your participants went during each of your tasks and if they were successful.

Understand the Paths tab in tree testing

The pietree provides an overview of tree testing results and lets you see, at a glance, where an IA works and where it doesn’t.

Understand the Pietree in tree testing

Compare two tasks from two different tree tests without leaving the results page

Compare task results in tree testing

Learn how to interpret the destinations table to see where your participants ended up for each task.

Understand the Destinations tab in tree testing

You can download your tree testing results in both filtered and uncut versions.

Download your tree testing results as a spreadsheet

Analyze your tree testing results

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