Optimal Workshop

Learn how to build, run and analyze your OptimalSort studies

OptimalSort

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

Placing your categories in categories of their own

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

Participants adding cards to your card sort

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

Demo: Card sorting with OptimalSort

Create cards or import labels from a spreadsheet. Add descriptions and images. Customize which cards are shown. Perform a moderated study.

Add or import cards to your card sort

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

Write effective card labels

Select between an open, closed or hybrid sort. Create categories, add category descriptions as well as set category card and name settings.

Create categories for a closed or hybrid card sort

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 study

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

Add participant screening questions

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

Add pre- and post-study questions

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

Upload images to messages and questions

Learn about the 3 types of card sorts, what they are each used for, and what results you see for each of them.

Choose between open, closed, or hybrid card sorts

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

Customize participant options in cards and categories tabs

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

Run a closed sort to prioritize content

Set up a card sort with OptimalSort

Review your participants and their card sorts. Filter and segment your results based on identifiers, URL tokens, and question responses.

Filter your data in OptimalSort

See at a glance where your participants placed each card.

Interpret the OptimalSort cards results

Learn how to interpret the card sorting data from your participants and how to standardize categories they've created.

Understand and standardize categories

Learn how to interpret the 2 different dendrograms in your open and hybrid card sorts and the main differences between them.

Interpret dendrograms for open and hybrid card sorts

Learn how to use the similarity matrix to get a quick insight into cards your participants paired together.

Understand the similarity matrix

Learn how to read the participant-centric analysis visualization to help you see the 3 most popular participant IAs.

Interpret the participant-centric analysis (PCA)

Learn how to read the standardization grid for open and hybrid card sorts to see common patterns in your data.

Interpret the standardization grid for open and hybrid 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.

Interpret the results matrix for closed card sorts

Learn how to interpret the OptimalSort 3D cluster view on the results tab and how it compares to other analysis methods.

OptimalSort

Set up a card sort with OptimalSort

Analyze your OptimalSort results