Card Sorting

Recruit from a panel of over 6 million vetted participants, backed by an industry-leading fraud prevention program. Our robust participant platform matches participants with projects that fit their profile.

Build and manage your own participant CRM directly within the platform. Collect participants through intercept signups or upload your own lists. Configure your domain so all communications send from your own email.

Intercept visitors at key moments based on behavioral and session-based triggers. Invite them to a study, prompt them to join a private panel, or capture feedback in context.

Use the PlaybookUX panel to recruit participants for your card sort — choose from a variety of demographic filters and add screening questions to find niche participants. Or send your own customers a link to participate.

Target both consumers and professionals by age, gender, income, job title, industry and company size (among many other filters) and get more specific with screener questions.

Qualify participants with single and multi select screener surveys. Reduce bias by randomizing the answer choices. Once your study is live, we'll surface where participants are disqualifying on your screener questions so you can make edits on the fly.

When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.

If you're using consistent demographic filtering and screeners, set up a saved audience to save time on your project setup.

Conduct open, closed and hybrid card sorting studies. Open card sorting is used when you're creating a navigation from scratch. Use a closed card sort when you're adding new items to an existing navigation. A hybrid card sort is used when your navigation is partially complete.

Customize the card sort to meet your objectives and reduce bias. Randomize cards and categories, add tooltip descriptions to describe cards that may not be intuitive, and add images to cards.

Conduct a card sort with images. You can add labels or tooltip descriptions to the cards to make it easier for participants to sort.

Conduct a card sort without a recording or include it in an unmoderated or moderated session.

Customize the welcome page, study instructions, and thank you page to give your card sort a personal touch.

Skip the hassle of collecting confidentiality and consent forms prior to the session. Upload a custom consent form to PlaybookUX — participants will read and agree to it before participating in your study.

View the list of categories that individual cards were placed in. Understand the number of times each card was sorted into unique categories and a list of the category names.

This view displays a list of categories and the cards that participants sorted into them. You can also see all categories created by participants (applicable for open and hybrid card sorts) and merge similar categories together.

Use the similarity matrix to uncover correlations between cards.

The merged matrix allows you to standardize categories. It helps you view similar categories that you've combined so you can make more informed grouping decisions.

Visualize the correlations between cards with dendrograms. Dendrograms help you make more informed grouping decisions.

Create custom summary reports to present to team members. Reports are shareable with a password-protected link.

Keep your research organized by setting up workspaces for different research teams & initiatives. Within workspaces, sort projects into folders. Subsequently, you can group folders.

Full projects and reports are shareable with a password-protected link. Additionally, you can export project data.

PlaybookUX prioritizes data protection and adheres to the highest security and privacy standards. Check out our security center to discover how we safeguard your information.

Admins can designate that certain team members require approval prior to launching a project. Someone with the "Needs approval" role won't be able to launch a study without getting approval from an "Approver", ensuring quality research governance.

Attach assets related to your research projects such as discussion guides, planning sessions, and more.

Generate lifelike AI personas directly from your PlaybookUX video research — grounded in actual user behavior, transcripts, and insights. Our patent-pending technology lets you select videos from your library, enhance with custom prompts and data, then deploy these personas across future research studies for instant feedback and validation.

Leverage AI to run autonomous workflows, such as automatically tagging transcripts based on defined criteria, scheduling recurring usage reports via email, and handling a wide range of other repetitive tasks behind the scenes.

Connect to our public API, powered by an MCP layer, to launch projects, retrieve results, and seamlessly sync with your Participant CRM. Easily integrate with millions of other tools.

Generate comprehensive executive summary reports instantly. These reports pull together your study setup details, participant demographics, and video transcriptions into a shareable report. We'll highlight the most important themes and back them up with participant quotes, plus suggest ideas for your next research studies. You can even conduct research in one language and get your summary report in another.

Analyze verbal, written, and behavioral data from specific research tasks. Our AI will identify recurring themes, measure participant sentiment, points of friction, and flag any outlier responses.

Build complete screener questionnaires and study guides from scratch. Just tell us your research objectives and share any materials you're testing — we'll create unbiased scripts that get you the insights you need.

Practice good research governance with AI-powered screener and question reviews. The system catches common research mistakes like missing "none of the above" options, vague response options, and industry jargon that might confuse participants.

Get richer insights from every session. Our AI asks smart follow-up questions that capture nuanced responses and additional data points you might have missed, giving researchers more comprehensive results to work with.