Create a card sort in UserTesting Classic

On this page:

• Card sorting types
• Create a card sort (integrated)
• Create a classic card sort (ia.usertesting.com)

Card sorting types

Choose from the three card sorting types:

• Closed – Also available in the new experience (beta)
• Open
• Hybrid

If you're not sure which one you need refer to the "What is card sorting?" article which explains the 3 types. 

Create a card sort (integrated)

Watch our walk-through video, or follow the steps below.

Use this Card sorting template or create a test from scratch:

1. Click Create test, then Think-out-loud test, then Classic experience.
   
    
2. Select Website.
   
    
3. Add your audience.
4. In the Starting Instructions section, enter your Starting URL. 
   
   Pro Tip: Don't have a specific page you'd like participants to start on? That's ok. Choose the A blank page option.
    
5. Use the Scenario field to add context for your task or any further instructions you feel participants will need.
   
    
6. Add your Card sort task from the Tasks and questions section.
   
    
7. Choose your card sort type:
   • Closed
   • Open
   • Hybrid
     
      
8. Customize your Cards and/or Categories. Note: You must hit Enter after each label to save it.
   
    
9. Choose to randomize your Cards and/or Categories by checking the randomize box under each category.
   
    
10. Add instructions, if needed, in the Instruction text box.
    

Create a classic card sort (ia.usertesting.com)

• Choosing a Classic card sort takes you to UserTesting's card sorting app, ia.usertesting.com.
• Here, you will create your card sort activity and then share a link to the card sort in your test plan.
• This option allows you to add images to your card sort, a feature that is not yet available with the standard Card sort task.

• Watch our walk-through video, or follow the steps below.

Classic card sorts support the following image types (up to 2MB): .jpg, .png and .gif

To create a classic card sort, follow these steps:

1. Click Create test, then Think-out-loud test.
   
    
2. Select Website.
   
    
3. Add your audience.
4. In the Starting Instructions section, enter your Starting URL. 
   
   Pro Tip: Don't have a specific page you'd like participants to start on? That's ok. Choose the A blank page option.
    
5. Use the Scenario field to add context for your task or any further instructions you feel participants will need.
   
    
6. Add your Classic card sort task from the Tasks and questions section.
   
    
7. Review the new set of instructions listed under Create card sort.
   
    
8. Go to ia.usertesting.com.
9. Under Test Details, choose your Test Type:
   • Closed Card Sorting
   • Open Card Sorting
   • Hybrid Card Sorting
     
      
10. Add the name of your test to the Name Your Test box.
    
     
11. Enter a test description in the Description box.
    
     
12. Click Advanced Options to customize the following:
    • Restrictions
      • Limit to 1 participant per computer
      • Allow multiple participants per computer
    • Expiration
      • Toggle On or Off.
      • Set the expiration date when toggled On.
        
         
    • Project Results
      • Private
      • Shared
13. Select Save Test Details to move to the Cards section.
14. Enter the information you'd like to appear on each card in the boxes provided.
    
     
    • Text only: Type the text in the box.
    • Need more boxes? Select Add Card .
    • Already have a list of each card you'd like in your test? 
      1. Choose Bulk Input .
      2. Paste your card information into the Insert Card Values box.
         
      3. Click Fill Card Values .
    • Want to add images as opposed to text?
      1. Select Show/Hide images input . 
      2. Click Choose File for each card to find and select the image from your computer.
         
          
15. Click Save Cards to move to the Add Categories section.
16. Under Categories, enter the label for each of your categories in each box.
    
     
17. Select Add Category if you need more category boxes.
18. After entering all your categories, click Save Categories to move to the Publish section.
19. Click Publish at the top right to publish your card sort.
20. Copy the public link to your classic card sort.
    
     
21. Paste the link in the Card sort URL box.
    
     
22. Add instructions, if needed, in the Instruction text box.
    

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