Card Sorting

With Userlytics’ Card Sorting capability, you can ensure the information architecture of your digital asset is clear, intuitive, and leads your customers to where they’re trying to go. With a more direct website layout, you can increase your conversions, retain customers, and boost business.

What is Card Sorting?

Card Sorting is a popular tool for exploring the “Mental Model” of your test participants as they search for information, products or solutions on your digital asset. The information you gain from your Card Sorting task metrics will allow you to optimize the Information Architecture (IA) of your websites, mobile apps, desktop applications and prototypes.

Three benefits to incorporating Card Sorting into your user experience test are:

  • Ensures you have a coherent information architecture that matches the mental models and expectations of your users and customers.
  • Optimizes the accessibility and ease of discovery of your menus and navigation paths.
  • Explores whether the names of categories and products are understandable and match your user and customer expectations.

How Do I Create a Card Sorting Task in my User Experience Test?

To create a Card Sorting task within your user experience test, go to your Userlytics dashboard. Click on “Create New Test” if you are building out a new test. Or, if you are adding a task to an existing user experience test, click on “Overview,” and then click on the test you would like to add the Card Sorting task to.

Once you have entered the test builder, click “Card Sorting” on the left-hand side of the screen where the test tasks and questions appear.

After selecting “Card Sorting” from the task choices, click on the task from within the various tasks and questions on your UX test to begin building it out.

When building out your Card Sorting task, first, you will have to customize the text your testers will see.

Then, you will have to design the sort type for the Categories your testers will be selecting from. You have the option of choosing from the following three options: Open, Closed, or Hybrid categories.

  • Open: Participants create and name their own categories.
  • Closed: You predetermine the categories participants will choose from.
  • Hybrid: Predetermine some categories, and participants can also create their own.

If you choose to select Closed or Hybrid sort options, you must then assign names for your Categories. You must always assign names for your Cards to represent the product or information you are trying to sort.

How Do I Interpret Metrics from my Card Sorting Task?

After your participants have completed your user experience test, you can go into your dashboard and view and interpret the results of their Card Sorting task. First, find the “Metrics” option on your Userlytics dashboard.

Then, click on the Card Sorting task within your test to view detailed metrics from your participants’ results.

Here, you will be able to see detailed reports that give you suggestions on how you should arrange and organize your digital asset based on your participant results. Our system uses an advanced algorithm to determine the most logical information architecture for your website, app or prototype.

Under your metrics, there will be three sections: Cards, Categories and Recommendations.

1 – Card Metrics

Clicking “Cards” on the left-hand side will give you information on how your participants sorted each of your task Cards. You can click the left and right arrows to sort through each of your Cards and see what categories your participants placed them in.

2 – Categories Metrics

The middle section, “Categories,” gives you information about any Categories your participants created, the percentage of Cards your participants listed under each Category, and more. There are two ways to view this section. The first is “View as Cards,” which will let you know what Cards were placed in each Category by the majority of participants, and which Cards were placed in each Category at least once.

Clicking on any of these metrics will expand them and give you greater detail on the percentage of participants that placed specific Cards in each Category.

The second way to view metrics for the “Categories” section is “View as Table.” In this viewing mode, a table will appear showing the number of test participants that placed each Card within the given Categories. Any boxes that appear in red signify that all participants placed that Card within the same Category. The colors within the table appear lighter as fewer participants place those Cards within a specific Category. This table gives you a visual representation of how your test participants interpreted your digital asset’s informational structure.

3 – Recommendations Metrics

The third metrics section on the right-hand side, “Recommendations,” gives you recommendations on Categories and Cards you should consider removing or revising. Our algorithm will create Warnings for specific Cards and Categories that may need to be removed or renamed in order to promote clarity and consistency within your brand asset. The elements that appear in the Warnings sections were placed by your participants in your test, but with minimal data to support them. These recommendations allow you to eliminate confusing or irrelevant aspects of your website, and to strengthen your website’s organization.

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