An overview of the OptimalSort tabs

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Updated over a week ago

How to use the Settings tab in OptimalSort

Create a study name and URL, select the language of your headings and buttons, set a password and select a closing rule for your study.

Written by Optimal Workshop
Updated over a week ago

How to use the Cards tab in OptimalSort

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

Written by Optimal Workshop
Updated over a week ago

How to use the Categories tab in OptimalSort

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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How to use the Messages tab in OptimalSort

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How to use the Design tab in OptimalSort

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How to use the Questionnaire tab in OptimalSort

Learn about different question types as well as how to create participant screening questions and how to add logic.

Written by Optimal Workshop
Updated yesterday

How to use the Recruit tab in OptimalSort

This article tells you everything you need to know about using the Recruit tab in OptimalSort.

Written by Optimal Workshop
Updated over a week ago

How to write card labels that lead to useful data

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Customize participant options in cards and categories tabs

Written by Optimal Workshop
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Choose between open, closed, or hybrid card sorts

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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

How to run a moderated OptimalSort survey

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An overview of your OptimalSort results

Written by Optimal Workshop
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Use the Participants table to filter your OptimalSort results

Written by Optimal Workshop
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Interpret the OptimalSort cards results

Written by Optimal Workshop
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Interpret and standardize the categories in OptimalSort

Written by Optimal Workshop
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Interpret the OptimalSort Dendrograms for open and hybrid card sorts

Written by Optimal Workshop
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Interpret the OptimalSort Similarity Matrix

Written by Optimal Workshop
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Interpret the OptimalSort Participant-Centric Analysis (PCA)

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Interpret the Standardization Grid for open and hybrid card sorts

Written by Optimal Workshop
Updated over a week ago

Interpret the OptimalSort Results Matrix for closed card sorts

Written by Optimal Workshop
Updated over a week ago

Interpret the OptimalSort 3D cluster view (3DCV) visualization

Learn how to interpret the OptimalSort 3D cluster view on the analysis tab.

Written by Optimal Workshop
Updated over a week ago

How the 3D cluster view (3DCV) compares to other analysis methods

Learn the difference between the 3DCV, dendrograms and the similarity matrix.

Written by Optimal Workshop
Updated over a week ago

Download your OptimalSort results as spreadsheets

Written by Optimal Workshop
Updated over a week ago