2024: A Year of Transformation at Optimal Workshop

We're thrilled to announce the re-launch of our Qualitative Insights tool, formerly known as Reframer. This powerful upgrade brings new features designed to revolutionize your qualitative data analysis process, making it faster, easier, and more insightful than ever before.

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Introducing the new Qualitative Insights 🔍

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Qualitative Insights has always been your go-to tool to help you plan and organize interviews, take notes, tag, and analyze rich, unstructured data. Now, we've taken it to the next level with two game-changing additions:

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• Insights feature: A dedicated space to capture, organize, and communicate your key takeaways.‍
• AI capabilities: Optional AI-powered assistance to accelerate your analysis process.

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Discover insights effortlessly 💡 

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The new Insights feature transforms how you work with qualitative data:

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• Centralized hub: All your analytical discoveries in one place.
• Structured insights: Each insight includes a title, detailed description, and associated observations.
• Flexible viewing: Toggle between overview and deep-dive modes.
• Efficient organization: Tag and categorize insights for easy retrieval.
• Collaboration tools: Share and discuss findings with your team.

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How it works 🛠️ 

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Manual insight creation

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1. Filter your data using keywords, tags, affinity map groupings, tasks, segments, and sessions.
2. Select relevant observations.
3. Craft your insight with a custom title and description.

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AI-Powered Insight Generation (Optional)

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1. Click "Generate" to activate our AI assistant.
2. AI analyzes existing observations to produce new insights.
3. Automatically generates insight titles, summaries, and attaches relevant observations.
4. AI-generated insights are marked with an AI star symbol for easy identification.
5. All AI insights remain fully editable.

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AI: Your analysis assistant 🤖

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Our AI capabilities are designed to enhance your abilities, not replace them. Use AI to:

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• Speed up insight discovery
• Reveal hidden patterns in your data
• Jumpstart the analysis process

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Remember, your expertise is crucial. Always review and refine AI-generated insights to ensure accuracy and capture nuances that only human understanding can provide.

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Your data, your choice 🔒 

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We prioritize your privacy and data control:

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• Your data stays within your organization
• We don't use it to train other AI models
• You control when to use AI for insights
• AI features can be turned on or off anytime

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Get started today 🌟 

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Ready to experience the power of the new Qualitative Insights? Learn more and dive in. Upgrade your qualitative analysis workflow and uncover deeper insights faster than ever before with Qualitative Insights!

Inspired by insights from Optimal users, we’ve reimagined study creation to bring you a beautifully streamlined experience with the new Study Flow tab.

With the new Study Flow, you’ll: 

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⚡ Enjoy faster study set up: Messages & instructions and Questionnaire tabs are combined in a single tab - called Study Flow - for faster editing and settings customization.

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✨ See it all at a glance: Easily visualize and understand the participant experience—from the welcome message to the final thank-you screen—every step of the way. 

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🎯 Duplicate questions: Save time and quickly replicate questions for surveys, screening questions, and pre- and post-study questions. 

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⭐ Experience enhanced UI: Enjoy a modern, clean design with intuitive updates that minimize scrolling and reduce mental load.

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🗂️ Collapse and expand sections: Easily navigate studies by collapsing and expanding sections, making it easier to build out specific parts of your study.

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This Study Flow tab is available across all Optimal tools, except for Qualitative Insights. 

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What’s next?

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We’re not stopping there. We have some significant improvements on the horizon designed to give you even greater flexibility and control.

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Advanced logic: Enhanced logic capabilities is one of our most highly requested features, and we’re thrilled to introduce new capabilities to help you build your ideal study experience – available for surveys and other tools. We will first introduce “display logic”, allowing for: 

• If answer is X for Question Y, then hide/show Question Z.
• If answer is X for Question Y, then hide/show specific answer options.

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Customizable sections: Organize your questions into different sections to build a better study experience for your participants. For example, segment your questions into relevant groupings, such as demographics or product usage. With custom sections, you can add new sections, rename, reorder, duplicate, and move questions between different sections.* 

*Note: Questions cannot be moved to/from the screening questions section.

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These upcoming features will empower you to create dynamic, tailored study experiences for different audiences with ease for more valuable insights. 

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Start exploring the new Study Flow now.

Optimal Surveys helps product, design and research teams capture the user insights that actually drive decisions—from feature validation to user journey optimization. Now it's getting even smarter.

Research shows that when surveys are customized, people give more thoughtful answers and are less likely to drop out.

‍That’s why we’re really excited to roll out one of our most requested survey features: Display Logic!
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This new capability creates truly dynamic surveys that eliminate irrelevant questions and reduce drop-off rates. Instead of moving users through generic questionnaires, Display Logic shows each participant only what matters to them, giving you higher-quality data and more targeted insights.

Combined with our existing branching logic, you now have complete control over creating survey experiences that feel personal, not repetitive.
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Why Dynamic Surveys Matters

Better data quality

When participants only see relevant questions, their answers are more thoughtful and accurate. More focused questions mean better insights.

More targeted insights

Use previous responses to drill deeper into specific topics—or skip over areas that don’t apply. You’ll uncover richer insights without extra noise.

Faster, more focused studies

Customizing the survey cuts out extra questions, keeps participants engaged, and helps them move through faster. Plus, a better experience means they’re more likely to take part in your future research.

What You Can Do with Display Logic

• Set multiple logic conditions for one question
• Show or hide questions or answers based on earlier responses from radio, Likert, and dropdown questions
• Apply logic across screeners, pre- and post-study questions, and survey questions

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Smarter Optimal Surveys

We've been doubling down on making Optimal surveys both user-friendly and best-in-class for delivering insights. To help you get the most out of your surveys, we’ve added AI Simplify to suggest clearer, more effective question wording to help you engage participants and get higher-quality data.

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We’ve also recently launched automated Insights for open-text responses. This feature takes the grunt work out of analysis by instantly surfacing key themes from open-text and matrix responses.

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These are just a few of the ways we’re shaping Optimal into one of the most thoughtful and effective survey tools out there. With powerful AI features like question writing and instant insights built right in, we’re making it easier than ever to go from idea to impact.

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Whether you're running usability studies, product tests, or market research, Optimal’s display logic and other survey tools help you create cleaner, more efficient surveys from start to finish. Start tailoring your surveys today to drive data-backed decisions.

Not yet using Optimal? Start your free 7-day trial and launch your first survey now.

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