How to use the Cards tab in OptimalSort

 
This article tells you how to:
  • add labels to your cards manually
  • import labels from a spreadsheet
  • add descriptions and images to cards
  • customize which cards your participants see and sort
  • print cards for a moderated study.

How to add labels to cards manually

Write the label of the card into the first label field. Press enter or 'Add card' to add more cards.

How to import labels from a spreadsheet

Click ‘Bulk import’ and copy and paste your labels from a spreadsheet to the empty label field. You can use your own spreadsheet, or use the spreadsheet template we've linked to in the 'Bulk import' pop up box.

If you want to also import tooltip descriptions, links, and images, we recommend using the spreadsheet template. It has columns set up for you to enter the information before importing the labels.

Any cards you've already created will be deleted when you upload labels from a spreadsheet. We don't recommend importing labels from any other kind of document.

How to delete cards

To delete individual cards, click the trash can icon to the right of the label. To delete all cards, click the 'Delete all' button underneath your cards. Deleting cards can't be undone.

How to add tooltip descriptions

 

Click the 'Add tooltip descriptions' checkbox in the Options section, and an extra field will appear next to your cards. Type your description into the text field.

The tooltip description will appear when your participants hover over a card.

How to add images to your cards

 

Click the 'Add card images' checkbox in the Options section, and an extra field will appear next to your cards. Click on the arrow icon within this field, and select your image from your files.

Your card labels are hidden from participants by default. If you want participants to see labels as well as images on each card, remove the tick next to 'Hide labels from participants'.

Images can be JPEG or PNG files of any size, and will be automatically resized to a maximum width of 200px. Larger image files might take longer to load. If you want all your images to be the same size, do this before you upload them.

Always preview your card sort before you launch to make sure the images look how you want them to.

How to customize which cards your participants see and sort

In the Options section, you have three options for customizing your study. You can:

  • require participants to sort all the cards (or not)
  • randomize the order your cards are presented to participants
  • choose how many cards to show participants (if you've randomized the order).

Read more to find out which options will suit your study

How to print your cards to run a moderated survey

Click the 'Download a printable version of my cards' link at the bottom right of the cards tab. Read more about how to upload enter the cards from your in-person card sort after you're finished.