An overview of all tabs in Card Sorting setup

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

General tab 

  • Set the name and language of your study
  • 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 

  • 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 

  • 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 

  • 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 becomes inactive

Questionnaire tab 

  • Create a screening question to reach toward 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

Branding tab 

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

Recruit tab 

  • Copy the link to your study so you can share it with your respondents