# Optimal Help Center > How can we help? ## Card sorting - [Guide to using session replay](http://support.optimalworkshop.com/en/articles/9157908-guide-to-using-session-replay.md): Learn how to turn on session replay for card sorts, view participant recordings, and more. - [Placing your categories in categories of their own](http://support.optimalworkshop.com/en/articles/4536691-placing-your-categories-in-categories-of-their-own.md): Can participants categorise the categories they are creating in a card sort? - [Participants adding cards to your card sort](http://support.optimalworkshop.com/en/articles/4528974-participants-adding-cards-to-your-card-sort.md): Can participants add cards to a card sort as well as creating categories? - [Add or import cards to your card sort](http://support.optimalworkshop.com/en/articles/2626845-add-or-import-cards-to-your-card-sort.md): Create cards or import labels from a spreadsheet, add descriptions and images, and customize which cards are shown. - [How to write effective card labels](http://support.optimalworkshop.com/en/articles/2626925-how-to-write-effective-card-labels.md): Learn how to create cards that will help you get useful insights from your participants. - [Create categories for a closed or hybrid card sort](http://support.optimalworkshop.com/en/articles/3855871-create-categories-for-a-closed-or-hybrid-card-sort.md): Learn how to create categories, add category descriptions, and set category card and name settings. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3855879-add-messages-and-instructions-to-your-study.md): Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3855989-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3855979-add-pre-and-post-study-questions.md): Learn how to add pre- and post-study questions to your card sort and the different types of questions we offer. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014977-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Building a card sort with the Study Flow](http://support.optimalworkshop.com/en/articles/10744465-building-a-card-sort-with-the-study-flow.md): Learn how to build and manage your card sorting study from start to finish with the Study Flow tab. - [Upload images to messages and questions](http://support.optimalworkshop.com/en/articles/3855986-upload-images-to-messages-and-questions.md): How to use the Image Manager to add images to your study messages and questions. - [Choose between an open, closed, or hybrid card sort](http://support.optimalworkshop.com/en/articles/2626850-choose-between-an-open-closed-or-hybrid-card-sort.md): Learn about the three types of card sorts, when to use them, and the results you'll see. - [Customize participant options in cards and categories tabs](http://support.optimalworkshop.com/en/articles/2626844-customize-participant-options-in-cards-and-categories-tabs.md): Learn about why you might want all participants to sort all cards and name all categories before finishing. - [Run a closed sort to prioritize content](http://support.optimalworkshop.com/en/articles/3184164-run-a-closed-sort-to-prioritize-content.md): Learn which items your participants would prioritize based on a given criteria in a card sort. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11595017-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Segment your participant data in card sorting](http://support.optimalworkshop.com/en/articles/2626854-segment-your-participant-data-in-card-sorting.md): Review your participants, segment results based on question response, participant ID or identifier, URL tags and categories created. - [How to use the Cards tab](http://support.optimalworkshop.com/en/articles/2626927-how-to-use-the-cards-tab.md): See at a glance where your participants placed each card in the Cards tab. - [Understand and standardize categories](http://support.optimalworkshop.com/en/articles/2626879-understand-and-standardize-categories.md): Learn how to interpret the card sorting data from your participants and how to standardize categories they've created. - [Interpret dendrograms for open and hybrid card sorts](http://support.optimalworkshop.com/en/articles/2626862-interpret-dendrograms-for-open-and-hybrid-card-sorts.md): Learn how to interpret the 2 different dendrograms in your open and hybrid card sorts and the main differences between them. - [Understand the similarity matrix](http://support.optimalworkshop.com/en/articles/2626857-understand-the-similarity-matrix.md): Learn how to use the similarity matrix to get a quick insight into cards your participants paired together. - [Interpret the participant-centric analysis \(PCA\)](http://support.optimalworkshop.com/en/articles/2626877-interpret-the-participant-centric-analysis-pca.md): Learn how to read the participant-centric analysis visualization to help you see the three most popular participant IAs. - [Interpret the standardization grid for open and hybrid card sorts](http://support.optimalworkshop.com/en/articles/2626931-interpret-the-standardization-grid-for-open-and-hybrid-card-sorts.md): Learn how to read the standardization grid for open and hybrid card sorts to see common patterns in your data. - [Interpret the results matrix for closed card sorts](http://support.optimalworkshop.com/en/articles/2626942-interpret-the-results-matrix-for-closed-card-sorts.md): Learn how to read the results matrix so you can see the number of times each card was sorted into categories by your participants. - [Using the 3D cluster view \(3DCV\) visualization](http://support.optimalworkshop.com/en/articles/3153259-using-the-3d-cluster-view-3dcv-visualization.md): Learn how to interpret the card sorting 3D cluster view on the results tab and how it compares to other analysis methods. - [Download your card sorting results as spreadsheets](http://support.optimalworkshop.com/en/articles/2626934-download-your-card-sorting-results-as-spreadsheets.md) ## Tree testing - [Add or import labels to your tree](http://support.optimalworkshop.com/en/articles/3852021-add-or-import-labels-to-your-tree.md): Write your tree labels manually or import your information architecture from a spreadsheet. - [Create tasks and set answers](http://support.optimalworkshop.com/en/articles/3852036-create-tasks-and-set-answers.md): Create the tasks your participants will complete, select the correct answers from your tree and create post-task questions. - [How to set objectives for tree testing](http://support.optimalworkshop.com/en/articles/2626836-how-to-set-objectives-for-tree-testing.md) - [Building a tree test with the Study Flow](http://support.optimalworkshop.com/en/articles/10744671-building-a-tree-test-with-the-study-flow.md): Learn how to build and manage your tree testing study from start to finish with the Study Flow tab. - [Add messages and instructions to your tree test](http://support.optimalworkshop.com/en/articles/3852053-add-messages-and-instructions-to-your-tree-test.md): Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3852071-add-pre-and-post-study-questions.md): Learn how to add pre- and post-study questions and the different types of questions we offer. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014982-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3852076-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [When to use tree testing](http://support.optimalworkshop.com/en/articles/2626851-when-to-use-tree-testing.md): Learn when to use tree testing in the design process. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11483905-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Understand the First click tab in tree testing](http://support.optimalworkshop.com/en/articles/7226295-understand-the-first-click-tab-in-tree-testing.md): Learn how to interpret the data in the First click tab. - [Segment your participant data in tree testing](http://support.optimalworkshop.com/en/articles/2626838-segment-your-participant-data-in-tree-testing.md): Review, include or exclude your participants. Filter and segment your results based on identifiers, URL tokens, and question responses. - [How to interpret the Task results tab in tree testing](http://support.optimalworkshop.com/en/articles/2626846-how-to-interpret-the-task-results-tab-in-tree-testing.md): Learn how to interpret the different kinds of task scores in tree testing. - [Understand the Paths tab in tree testing](http://support.optimalworkshop.com/en/articles/2626840-understand-the-paths-tab-in-tree-testing.md): Figure out where your participants went during each of your tasks and if they were successful. - [Understand the Pietree in tree testing](http://support.optimalworkshop.com/en/articles/2626843-understand-the-pietree-in-tree-testing.md): The pietree provides an overview of tree testing results and lets you see, at a glance, where an IA works and where it doesn’t. - [Compare task results in tree testing](http://support.optimalworkshop.com/en/articles/5105159-compare-task-results-in-tree-testing.md): Compare two tasks from two different tree tests without leaving the results page - [Understand the Destinations tab in tree testing](http://support.optimalworkshop.com/en/articles/2626907-understand-the-destinations-tab-in-tree-testing.md): Learn how to interpret the destinations table to see where your participants ended up for each task. - [Download your tree testing results as a spreadsheet](http://support.optimalworkshop.com/en/articles/2626834-download-your-tree-testing-results-as-a-spreadsheet.md): You can download your tree testing results in both filtered and uncut versions. ## Surveys - [Building a survey with the Study Flow](http://support.optimalworkshop.com/en/articles/10744704-building-a-survey-with-the-study-flow.md): Learn how to build and manage your survey from start to finish with the Study Flow tab. - [How to simplify your survey questions with AI](http://support.optimalworkshop.com/en/articles/10625789-how-to-simplify-your-survey-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your survey questions. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3857732-add-messages-and-instructions-to-your-study.md): Write personalized welcome and thank you messages to your participants, and a redirect URL to your study. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3857737-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [Add questions to your survey](http://support.optimalworkshop.com/en/articles/3857726-add-questions-to-your-survey.md): Learn about different question types, how to write effective questions and how to add logic. - [Adding AI moderated questions to Surveys](http://support.optimalworkshop.com/en/articles/14318048-adding-ai-moderated-questions-to-surveys.md): Learn about how AI moderated questions work in Surveys. - [Best practices for Goals in AI moderated questions](http://support.optimalworkshop.com/en/articles/15558679-best-practices-for-goals-in-ai-moderated-questions.md): Learn more about writing an effective goal for AI Moderated Questions in Surveys. - [Adding logic to your survey questions](http://support.optimalworkshop.com/en/articles/11483908-adding-logic-to-your-survey-questions.md): Learn how to add display and branching logic to your survey questions. - [Display logic: Setup & key considerations](http://support.optimalworkshop.com/en/articles/11638952-display-logic-setup-key-considerations.md): Understand how display logic works across your study and get tips for setup and troubleshooting. - [How to build an accessible survey](http://support.optimalworkshop.com/en/articles/6834016-how-to-build-an-accessible-survey.md): Tips on creating an accessible survey in Optimal - [Filter your data in Surveys](http://support.optimalworkshop.com/en/articles/2626875-filter-your-data-in-surveys.md): Review your participants and their responses. Filter and segment your results based on identifiers, URL tokens, and question responses. - [Download your Survey results into a spreadsheet](http://support.optimalworkshop.com/en/articles/2626876-download-your-survey-results-into-a-spreadsheet.md): Learn how to download your filtered or uncut Survey results in a spreadsheet. - [How Automated Insights Work in Optimal](http://support.optimalworkshop.com/en/articles/12273547-how-automated-insights-work-in-optimal.md): Discover automated insights from your survey responses, as well as pre- and post-study and post-task questions. ## First-click testing - [Add tasks to your first-click test](http://support.optimalworkshop.com/en/articles/3856505-add-tasks-to-your-first-click-test.md): Learn how to add tasks to your first-click test and how to write a good task. - [Upload images for tasks in first-click testing](http://support.optimalworkshop.com/en/articles/3856519-upload-images-for-tasks-in-first-click-testing.md): Learn about the types of images to upload for your tasks and see a demo study that tests a wireframe. - [Building a first-click test with the Study Flow](http://support.optimalworkshop.com/en/articles/10744515-building-a-first-click-test-with-the-study-flow.md): Learn how to build and manage your first-click testing study from start to finish with the Study Flow tab. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3856531-add-messages-and-instructions-to-your-study.md): Write personalized messages to your participants, personalized instructions to your study, and add redirect URLs to your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3856549-add-pre-and-post-study-questions.md): Learn about different question types as well as how to add logic to your questions and identify participants. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014983-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Import images from Figma in first-click testing](http://support.optimalworkshop.com/en/articles/8889267-import-images-from-figma-in-first-click-testing.md): Learn how to import images from Figma in first-click testing with this step by step guide. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11595018-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Segment your participant data in first-click testing](http://support.optimalworkshop.com/en/articles/2626865-segment-your-participant-data-in-first-click-testing.md): Review participants first-click tests. Segment results based on question response, participant ID, URL tags and task results. - [Interpret the different clickmaps in first-click testing](http://support.optimalworkshop.com/en/articles/2626892-interpret-the-different-clickmaps-in-first-click-testing.md): Learn about the different kinds of clickmaps in first-click testing and when you'd want to use them. - [Download your first-click testing results as spreadsheets and PDFs](http://support.optimalworkshop.com/en/articles/2626867-download-your-first-click-testing-results-as-spreadsheets-and-pdfs.md): You can download your first-click testing results in the Downloads tab in different formats. ## Qualitative insights - [Set up your study and create sessions](http://support.optimalworkshop.com/en/articles/5743310-set-up-your-study-and-create-sessions.md): How set up your Qualitative Insights study and create sessions - [Add discussion points or tasks in the Discussion Guide](http://support.optimalworkshop.com/en/articles/5743389-add-discussion-points-or-tasks-in-the-discussion-guide.md): How to set up tasks, questions and discussion points and use them as a guide during sessions - [Add and manage tags](http://support.optimalworkshop.com/en/articles/5743394-add-and-manage-tags.md): How to manage and set up tags - [Collaborate with team members and invite guest notetakers](http://support.optimalworkshop.com/en/articles/6247396-collaborate-with-team-members-and-invite-guest-notetakers.md): How to collaborate with team members and invite guest notetakers to your Qualitative Insights study - [Take notes and capture observations](http://support.optimalworkshop.com/en/articles/5743332-take-notes-and-capture-observations.md): How to capture observations in the Qualitative Insights tool - [Review, tidy and structure your observations after the session](http://support.optimalworkshop.com/en/articles/5743346-review-tidy-and-structure-your-observations-after-the-session.md): How to review your observation and prepare them for analysis in the Qualitative Insights tool - [How to import observations into the Qualitative Insights tool](http://support.optimalworkshop.com/en/articles/8433648-how-to-import-observations-into-the-qualitative-insights-tool.md): Import observations into our Qualitative Insights tool using copy and paste or our CSV file template. - [How to import transcripts into Qualitative Insights](http://support.optimalworkshop.com/en/articles/9266750-how-to-import-transcripts-into-qualitative-insights.md): Learn how to import interview transcripts into our Qualitative Insights tool to easily create and tag observations. - [Analyze your observations with the affinity map](http://support.optimalworkshop.com/en/articles/5743315-analyze-your-observations-with-the-affinity-map.md): An overview of analyzing observations using affinity map in the Qualitative Insights tool - [Read and edit observations on the affinity map](http://support.optimalworkshop.com/en/articles/5746772-read-and-edit-observations-on-the-affinity-map.md): How to read and edit observations on the affinity map in the Qualitative Insights tool - [Move observations into groups](http://support.optimalworkshop.com/en/articles/5746697-move-observations-into-groups.md): How to group observations in the Qualitative Insights tool - [Speed up your grouping with search and filters](http://support.optimalworkshop.com/en/articles/5746699-speed-up-your-grouping-with-search-and-filters.md): How to use search and filters for faster and more effective analysis on the affinity map in the Qualitative Insights tool - [Review your affinity map groups in table view](http://support.optimalworkshop.com/en/articles/5806235-review-your-affinity-map-groups-in-table-view.md): After creating your observation groups, you can review them in one place - [Explore data with advanced filters in the Theme builder tab](http://support.optimalworkshop.com/en/articles/6042468-explore-data-with-advanced-filters-in-the-theme-builder-tab.md): Learn how to use the theme builder and chord diagram in Qualitative Insights tool to explore data and save themes - [Download your raw data or affinity map](http://support.optimalworkshop.com/en/articles/5743325-download-your-raw-data-or-affinity-map.md): How to export and download raw data and the affinity map ## Participant recruitment - [Get started with Optimal Recruitment - Specialized Audiences](http://support.optimalworkshop.com/en/articles/9462865-get-started-with-optimal-recruitment-specialized-audiences.md): Read on to learn how to get started, what to expect next, how to prepare your study, and how to ensure high-quality participants. - [Use screening questions with Optimal Recruitment](http://support.optimalworkshop.com/en/articles/3509771-use-screening-questions-with-optimal-recruitment.md): Learn how to use screening questions and what happens if participants are being rejected from your study. - [Replace low-quality participants for free](http://support.optimalworkshop.com/en/articles/9360190-replace-low-quality-participants-for-free.md): We will replace any low-quality participants received via Optimal Recruitment services, free of charge. - [Why we include the results of 'Abandoned' participants](http://support.optimalworkshop.com/en/articles/2626884-why-we-include-the-results-of-abandoned-participants.md): If you have participants marked as 'Abandoned' in your results, read more about why we include them in your study. - [Chain multiple studies together](http://support.optimalworkshop.com/en/articles/2626895-chain-multiple-studies-together.md): You can chain multiple studies together by using the Redirect URL setting. Here's what you need to know. - [Show each participant a randomly selected subset of tasks](http://support.optimalworkshop.com/en/articles/2626901-show-each-participant-a-randomly-selected-subset-of-tasks.md): If you have a large of number of tasks, you can opt to show a random subset of tasks to your participants. ## Study settings - [Sharing your study results](http://support.optimalworkshop.com/en/articles/5043682-sharing-your-study-results.md): Use a custom URL to share the results of your Optimal study. - [Making edits to a study you have already launched](http://support.optimalworkshop.com/en/articles/4529336-making-edits-to-a-study-you-have-already-launched.md): Is it possible to make edits to a study I have already launched? - [Completing Optimal Workshop studies on a mobile device](http://support.optimalworkshop.com/en/articles/4529613-completing-optimal-workshop-studies-on-a-mobile-device.md): Are Optimal Workshop's tools mobile compatible? - [How to use the Studies page, Projects and Folders](http://support.optimalworkshop.com/en/articles/2626860-how-to-use-the-studies-page-projects-and-folders.md): Create studies, organize them into folders, and manage projects - [A/B test 2 or more studies](http://support.optimalworkshop.com/en/articles/2626881-a-b-test-2-or-more-studies.md): Learn how to run an A/B test with 2 or more studies using a snippet of Javascript. - [Formatting messages with Markdown](http://support.optimalworkshop.com/en/articles/2626910-formatting-messages-with-markdown.md): Add emphasis to your instructions, messages and questions with Markdown formatting. - [Set a password for your study](http://support.optimalworkshop.com/en/articles/3860971-set-a-password-for-your-study.md): Learn how to set a password for any of your tree tests, card sorts, first-click tests, prototype tests and survey studies, - [Set closing rules to end your study](http://support.optimalworkshop.com/en/articles/3860844-set-closing-rules-to-end-your-study.md): Learn about the different closing rules you can use to end your studies. - [What you can and can't edit in your study after launch](http://support.optimalworkshop.com/en/articles/2626913-what-you-can-and-can-t-edit-in-your-study-after-launch.md): Learn about which settings are locked, and what you can edit in your study after it's launched. - [Set your study language](http://support.optimalworkshop.com/en/articles/3860783-set-your-study-language.md): Learn how to set the language of your tree tests, card sorts, first-click tests, prototype tests and survey studies. - [Upload a logo or pick a custom color for your study](http://support.optimalworkshop.com/en/articles/3860763-upload-a-logo-or-pick-a-custom-color-for-your-study.md): Learn how to customize the look and feel of your studies. - [Merge data from more than one study](http://support.optimalworkshop.com/en/articles/4529593-merge-data-from-more-than-one-study.md): Can I merge the data from two separate studies in order to interpret the data as one? - [Participant testing with mobile devices and testing mobile designs](http://support.optimalworkshop.com/en/articles/13364235-participant-testing-with-mobile-devices-and-testing-mobile-designs.md): Learn about the capabilities for participants accessing Optimal studies on mobile devices versus testing mobile designs in Optimal. - [Accessibility Statement](http://support.optimalworkshop.com/en/articles/2626951-accessibility-statement.md): Read more about how we meet accessibility compliance with WCAG 2.1 ## Finance, billing and subscriptions - [Turn off your automatic subscription renewal](http://support.optimalworkshop.com/en/articles/3225774-turn-off-your-automatic-subscription-renewal.md): Learn how to cancel your subscription by turning off your automatic subscription renewal. - [The difference between Optimal's paid subscription plans](http://support.optimalworkshop.com/en/articles/2626911-the-difference-between-optimal-s-paid-subscription-plans.md): Find out more about the subscription options with Optimal Workshop. - [Access your data after your subscription ends](http://support.optimalworkshop.com/en/articles/2626909-access-your-data-after-your-subscription-ends.md): Find out what happens to your studies and the results you gathered once your subscription expires. - [Set Optimal Workshop up as a vendor or supplier](http://support.optimalworkshop.com/en/articles/2626783-set-optimal-workshop-up-as-a-vendor-or-supplier.md): Read more about how to set Optimal Workshop up as a vendor or supplier and download our supplier information. - [View receipts and change billing information](http://support.optimalworkshop.com/en/articles/3932652-view-receipts-and-change-billing-information.md): Learn how to change your credit card or billing address and view auto-generated receipts for your account. - [Education Plans for Optimal Workshop Education Partners](http://support.optimalworkshop.com/en/articles/2626902-education-plans-for-optimal-workshop-education-partners.md): We offer exclusive education plans to Optimal Workshop Education Partners. - [Optimal Workshop's refund policy](http://support.optimalworkshop.com/en/articles/2626912-optimal-workshop-s-refund-policy.md): Learn more about our refund policy and how to get in touch with us. ## Security & Compliance - [Optimal Workshop's Sub-processors](http://support.optimalworkshop.com/en/articles/2626918-optimal-workshop-s-sub-processors.md): Which Sub-processors does Optimal Workshop use? - [Data, privacy, and security for AI in Optimal](http://support.optimalworkshop.com/en/articles/12273095-data-privacy-and-security-for-ai-in-optimal.md): Learn about the measures in place to keep your data secure and private.