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?

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

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

Create cards or import labels from a spreadsheet, add descriptions and images, and customize which cards are shown.

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

Learn how to create categories, add category descriptions, and set category card and name settings.

Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study.

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

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

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

Learn about the three types of card sorts, when to use them, and the results you'll see.

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

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

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

See at a glance where your participants placed each card in the Cards tab.

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

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

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

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

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

Learn how to read the results matrix so you can see the number of times each card was sorted into categories by your participants.

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