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An overview of all tabs in Card Sorting setup

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Table of contents

You create your Card Sorting study in several tabs. Here’s a brief summary of each tab:

General tab Copy link

  • Set the name and language of your study
  • Select a device to be tested on
  • Check when the study was created and last modified
  • Select how the respondents identify themselves
  • Guard access to your study with a password
  • Set the ending conditions for the study

Cards tab Copy link

  • Create your cards with labels and images
  • Customize how the respondents see the cards (descriptions, order indicators)
  • Adjust randomization and how many cards are seen by individual respondents
  • Import or export your cards for their easy re-use

Categories tab Copy link

  • In closed or hybrid card sort, create the pre-determined categories
  • In open or hybrid card sort, determine whether respondents must name their categories

Messages tab Copy link

  • Make personal welcome and thank you messages to be seen by the respondents
  • Write up instructions that best match your study
  • Personalize the message shown to those who follow the study URL once the study is closed

Questionnaire tab Copy link

  • Create a screening question to reach the right type of respondents
  • Prepare the questions to be asked in the pre-study and the post-study survey
  • Import or export your questions for their easy re-use

Screening tab Copy link

  • Choose the regions or countries your respondents should come from
  • Block specific IP addresses to prevent them from accessing your study
  • Specify which operating systems respondents must use to access your study
  • Choose the web browsers that are allowed to open your study

Branding tab Copy link

  • Customize the color scheme of your study
  • Insert your company’s branding by uploading a logo

Recruitment section Copy link

  • Copy the link to your study so you can share it with your respondents
  • Set up rewards for completing the study successfully
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