OptimalSort

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.

Written by 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.

Written by 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.

Written by 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.

Written by 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 over a week ago

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.

Written by Optimal Workshop
Updated over a week ago

Run a moderated card sort with OptimalSort

Learn how to set up a moderated card sort, then print your cards for scanning.

Written by 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.

Written by 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

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.

Written by 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.

Written by 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.

Written by 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.

Written by 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.

Written by 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.

Written by 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.

Written by Optimal Workshop
Updated over a week ago

Download your OptimalSort results as spreadsheets

Written by Optimal Workshop
Updated over a week ago