Use the Participants table to filter your OptimalSort results

This article tells you how to use the participants table to:

  • review details about your participants and their card sorts
  • include or exclude participants from your results
  • segment results based on identifiers, URL tokens, and question responses.

The table gives you details about every participant who started your survey, including identifiers, URL tokens, time taken, question responses, and the number of cards sorted. For open and hybrid card sorts, you'll also see the number of categories created and how many categories were named.

Keep in mind that participants are marked as abandoned on the dashboard when they're still doing the card sort. You'll be able to see by the percentages of cards sorted and categories created that participants haven't finished yet. If it shows 0% for both, it means no cards have been moved at all, and participants probably haven't started it.

Include or exclude participants from your results 

You can remove participants from your results by moving the switch in the 'Include' column. If you are certain the participant responses won't be needed, you can delete them by clicking the trash can icon. 

Participants are automatically marked as 'abandoned' when they don't complete the card sort. By default, these participants are not included in your results. The same goes for participants who put every single card in one group, or who put each card in its own group, because it can skew your data, and is usually an indicator that a participant is not fully engaged in the survey. You can choose to include these participants if you think it best. 

When you first look at your results, it's a good idea to review the data in this table to make sure participants meet your own standards as well. You might, for example, see that a participant completed the card sort in under 2 minutes, and you know that if they took it seriously, it should've taken 10 minutes. Removing these participants will tighten up your results.

Segment results based on identifiers, URL tokens, and question responses  

An effective approach to analyzing your card sorting results might involve looking at the results of different demographics separately.

To segment and reload your results based on participant identifiers or URL tokens, search for the identifier or token, select the now-highlighted participants using the check box, and hit 'Apply' to reload your results. Or, you search and select other participants to include in the same group. 

If your participants completed pre or post survey questions that had pre-set answers (like multi-choice), you can segment your results based on their answers. Use the questionnaire filters and then reload your results.