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OptimalSort
OptimalSort
Learn how to build, run and analyze your OptimalSort studies
23 articles in this collection
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Optimal Workshop
Set up a card sort with OptimalSort
Placing your categories in categories of their own
Can participants categorise the categories they are creating in a card sort?
Written by
Optimal Workshop
Updated over a week ago
Participants adding cards to your card sort
Can participants add cards to a card sort as well as creating categories?
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Optimal Workshop
Updated over a week ago
Demo: Card sorting with OptimalSort
Learn how to effectively use OptimalSort to carry out remote research and get the insights you need from your online card sorting.
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Optimal Workshop
Updated over a week ago
Add or import cards to your card sort
Create cards or import labels from a spreadsheet. Add descriptions and images. Customize which cards are shown. Perform a moderated study.
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Optimal Workshop
Updated over a week ago
Write effective card labels
Learn how to select cards that will help you to get useful insights from your participants.
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Optimal Workshop
Updated over a week ago
Create categories for a closed or hybrid card sort
Select between an open, closed or hybrid sort. Create categories, add category descriptions as well as set category card and name settings.
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Optimal Workshop
Updated over a week ago
Add messages and instructions to your study
Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study.
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Optimal Workshop
Updated over a week ago
Add participant screening questions
To make sure your participants meet your criteria you can set screening questions at the start of your study.
Written by
Optimal Workshop
Updated this week
Add pre- and post-study questions
Learn how to add pre- and post-study questions to your card sort and the different types of questions we offer.
Written by
Optimal Workshop
Updated over a week ago
Upload images to messages and questions
How to use the Image Manager to add images to your study messages and questions.
Written by
Optimal Workshop
Updated over a week ago
Choose between open, closed, or hybrid card sorts
Learn about the 3 types of card sorts, what they are each used for, and what results you see for each of them.
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Optimal Workshop
Updated over a week ago
Customize participant options in cards and categories tabs
Learn about why you might want all participants to sort all cards and name all categories before finishing.
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Optimal Workshop
Updated over a week ago
Run a closed sort to prioritize content
Learn which items your participants would prioritize based on a given criteria in a card sort.
Written by
Optimal Workshop
Updated over a week ago
Analyze your OptimalSort results
Filter your data in OptimalSort
Review your participants and their card sorts. Filter and segment your results based on identifiers, URL tokens, and question responses.
Written by
Optimal Workshop
Updated over a week ago
Interpret the OptimalSort cards results
See at a glance where your participants placed each card.
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Optimal Workshop
Updated over a week ago
Understand and standardize categories
Learn how to interpret the card sorting data from your participants and how to standardize categories they've created.
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Optimal Workshop
Updated over a week ago
Interpret dendrograms for open and hybrid card sorts
Learn how to interpret the 2 different dendrograms in your open and hybrid card sorts and the main differences between them.
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Optimal Workshop
Updated over a week ago
Understand the similarity matrix
Learn how to use the similarity matrix to get a quick insight into cards your participants paired together.
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Optimal Workshop
Updated over a week ago
Interpret the participant-centric analysis (PCA)
Learn how to read the participant-centric analysis visualization to help you see the 3 most popular participant IAs.
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Optimal Workshop
Updated over a week ago
Interpret the standardization grid for open and hybrid card sorts
Learn how to read the standardization grid for open and hybrid card sorts to see common patterns in your data.
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Optimal Workshop
Updated over a week ago
Interpret the results matrix for closed card sorts
Learn how to read the results matrix so you can see the number of times each card was sorted into categories by your participants.
Written by
Optimal Workshop
Updated over a week ago
Using the 3D cluster view (3DCV) visualization
Learn how to interpret the OptimalSort 3D cluster view on the results tab and how it compares to other analysis methods.
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Optimal Workshop
Updated over a week ago
Download your OptimalSort results as spreadsheets
Written by
Optimal Workshop
Updated over a week ago