Optimal Workshop

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

Guide to using session replay

Can participants categorise the categories they are creating in a card sort?

Can participants add cards to a card sort as well as creating categories?

Learn how to effectively use card sorting to carry out remote research and get the insights you need.

Create cards or import labels from a spreadsheet, add descriptions and images, and customize which cards are shown.

Learn how to create cards that will help you get useful insights from your participants.

Learn how to create categories, add category descriptions, and set category card and name settings.

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

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

Learn how to add pre- and post-study questions to your card sort and the different types of questions we offer.

How to use the Image Manager to add images to your study messages and questions.

Learn about the three types of card sorts, when to use them, and the results you'll see.

Learn about why you might want all participants to sort all cards and name all categories before finishing.

Learn which items your participants would prioritize based on a given criteria in a card sort.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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