Optimal

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

How to set objectives for tree testing

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

Building a study with the Study Flow

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

Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions.

How to simplify questions with AI

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

Learn how to add display and branching logic to your study questions.

Adding logic to your screener, pre-, and post- study questions

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

Blog

101 guides

Customer stories

Terms of Service

Privacy

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.