This article tells you how to use the participants table to:

  • review details about your participants and their card sorts

  • include or exclude participants from your results

  • segment results based on identifiers, URL tokens and question responses.

The table gives you details about every participant who started your survey, including identifiers, URL tokens, time taken, question responses, and the number of cards sorted. For open and hybrid card sorts, you'll also see the number of categories created and how many categories were named.

Keep in mind that participants are marked as abandoned on the dashboard when they're still doing the card sort. You'll be able to see by the percentages of cards sorted and categories created that participants haven't finished yet. If it shows 0% for both, it means no cards have been moved at all, and participants probably haven't started it.

Include or exclude participants from your results

You can remove participants from your results by moving the toggle in the 'Include' column. If you're certain the participant responses won't be needed, you can delete them by clicking the trash can icon.

Participants are automatically marked as 'abandoned' when they don't complete the card sort. By default, these participants are not included in your results. The same goes for participants who put every single card in one group, or who put each card in its own group. This is because it can skew your data and is usually an indicator that a participant is not fully engaged in the study. You can choose to include these participants if you want to.

When you first look at your results, it's a good idea to review the data in this table to make sure participants meet your own standards as well. You might, for example, see that a participant completed the card sort in under 2 minutes, and you know that if they took it seriously, it should've taken 10 minutes. Removing these participants will tighten up your results.

Segment results based on identifiers, URL tokens, and question responses

An effective approach to analyzing your card sorting results might involve looking at the results of different demographics separately.

To segment and reload your results based on participant identifiers or URL tokens, search for the identifier or token, and select them all using the check box. Now that your chosen participants are highlighted, you can click ‘Filter to selected participants’ to reload your results, or you can include more participants in your selection before reloading.

If your participants completed screening, pre- or post-study questions that had pre-set answers (like multi-choice), you can segment your results based on their answers. Press the ‘Add filter’ button at the top of the page and select ‘Question response’, then choose the question and response you want to filter to. Press ‘Apply filter’ to reload the results to your new criteria. 

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