Card Sort Settings

Project Name

The name of the card sort. Only used to identify the project in the list of projects. Participants do not see the name.


Allow Save and Return

Gives participants the ability to save a work-in-progress card sort and return later to complete it via a unique URL provided.

Particiants who use this feature and do not return and complete the card sort will be shown as incomplete in your results and the details will not be viewable.


Participant Identifier

What the participant provides to identify themselves in your sort results.

The three options are None, Email and Custom. If None is selected you will see numbers as the identifier in the card sort results. If custom is used, please note the Terms and Conditions restrict collection of any Personally Identifing Information such as Full Name, Social Security Number,etc. Additionaly, custom identifier can only accept up to 64 characters. Once the user has entered their identifier, they are saved as a participant and will show as incomplete until they complete the card sort.


Redirect After Completion

If a URL is supplied, the pariticpant will be redirected after either the Thank You page (if selected) or the completion of the card sort and post-survey (if no thank you page is selected).


Password Protect

Secures entry into the card sort by requiring the supplied password to be entered. Passwords are case sensitive

Proven By Users does not inforce specific criteria for password field. It is up to you to create a strong password. Note: The default URL of the card sort is a randomly generated URL that cannot be easily guessed. Password protection adds and additional layer of security on top of this.


Language

Changes the language of the buttons and other interface items in the participants card sort. This does not affect the custom messaging - (Welcome, Instructions, Thank You).

Don't see the language you need? Let us know and we'll work to get it added to meet your timeline.


Card Display Order

Sets the order that cards will display in the left panel for participants of the card sort.

Why would you use this? Setting the order to random removes the possiblity of bias introduced by the order of cards. If two cards appear together a participant could view those as being more corrleated then if they were further appart. Selecting 'random' changes the order for each pariticpant so that the results in aggregate do not reflect a bias.


Show Cards

Set the # of cards to show to a participant.

In most situations showing all cards is the most appropriate choice. In situations where there are a large # of cards limiting the number of cards can make the test quicker and result in more participants completing the test. When limiting the # of cards, a participant will get every Nth card where N=(# total cards/# cards to show). Each subsequent participant begins at the next card in the series.


Allow Unsorted Cards

Allows the participant to leave cards in the left hand panel and submit the results. Setting to no will force the user to sort all cards before submitting.

Why would you use this? Some faciliators will ask that if the participant does not know what the card means to leave it in the left column. This may be easier to manage the results than having a 'I don't know' or similar group.


Allow Card Duplication

Allows participants to duplicate a card by double-clicking on it in the left panel. Note this is not possible on tablet or mobile devices.

Caution:This may make results analysis more complicated. Why would you use this? In most situations the participants are directed to put the cards in the *most* appropriate group..however In some situations, a card may be most appropriate in more than one place. (perhaps to satisfy different user groups, or menu structures)


Card List

The items that you want sorted into categories. The number, naming and descriptions of card sorts will have a big impact on your results.

Learn more about the # of cards and how to name them in the Getting Started section.


Sort Type

Closed:You create and name the groups. The participant can not create or rename the groups.


Open:The participant creates and names the groups.
Hybrid:You create the starting groups, and the participant can create, delete and rename the groups


# of Group Levels

Controls how many levels deep participants can create groups. A setting of 2 allows a group with one level of subgroup nested inside it. Maximum value is 5.


Allow Commenting on Groups

Allows the participant to add comments about the group. Can be used to collect feedback about closed group names, or additional cards that would be in the group.


Groups

In a closed, or hybrid card sort, these are the categories that the participants will place your cards into.
List one group per line.

To describe subgroups use dashes. Example:

Group
-Subgroup A
-Subgroup B
--Subgroup B Sub group
-Subgroup C
Another Group


Include Thank You Message

The Thank you message appears after the participant has completed the card sort and the post sort survey (if applied).


Include Instructions

Instruction text is provided at the beginning of the card sort project, and can be reaccesed during a sort via the link at the top right of the page.


Include Welcome Message

The Welcome message appears at the very start of the card sort along with the participant identifier.