Optimal Blog

Making your navigation work harder 💪🏼

‍

There are many ways that your website can work wonderfully and of course, the converse is very true. There are lots of (simple) ways a website isn’t working as well or as hard as it can. Your website navigation is crucial to creating a brilliant user experience (UX). As well as being visible to search engine crawls, completing the circle by making your website more visible to potential visitors.

‍

You’ve got a strong homepage, it’s modern, clean, bright and tells your story just right. But your conversions just don’t seem to be happening? Have you considered your navigation? No, not only the menu at the top of your website, but your Information Architecture (IA) sitting in behind. And not just this, but how it is used, interacted with and navigated by your users?

‍

Even if you haven’t already identified an issue with your website it can be super valuable to test your usability regularly. Moments like; building a new website, adding, removing or structuring content can be times when navigation changes can impact how your website performs. And also can be a great instigator for testing and improving. There are some very effective tools to help with finding navigational issues, and with great data and insights shining the way to better sorting and ordering.

‍

What is website navigation? ╰┈➤

‍

Simply put, website navigation is the links within your website that connect the pages. The purpose is for your website visitors to find what they need on your site. And importantly it is also used by search engines to discover and index the content housed on your website.

‍

Search engines use links between pages to understand context and relationships between pages. Ultimately building a picture of what your website is about and who would want to see it, and why. 

‍

Whilst strong SEO is vital to finding users, it is always best to make sure your users come first. If your website only talks to search engines it is unlikely to really speak ‘human’ and do what it is intended, make conversions. Users first, search engines after.

‍

Let’s explore some common navigational issues and how great UX research can solve them.

‍

Your Information Architecture 🗺️

‍

Your website Information Architecture (IA) is always important to consider. How content is stored, ordered and found will impact the UX and the performance of your website SEO. Using a card sorting tool to research how users expect information and content to be sorted, stored and found can be vitally important to how effective your website is. Optimalsort is a quick and effective tool to establish where and how users expect information to be sorted.

‍

Building intuitive IA and making sure navigation, and menus are simple to follow will ensure your users are confident and comfortable making their way through your website. Understanding where they can find the information they need and progressing to the next step.

‍

As well as understanding the order of content with card sorting, combined with our tree-testing tool, Treejack, it can be incredibly useful to understand where users expect information to be found. Looking at how users interact with your website, where they look for information and where they get lost is all great stuff!

‍

Using these insights will keep them on your website longer, more likely to see the task through. And let’s not forget that search engines love it when your website is performing, keeping users longer with strong content that is seen as relevant.

‍

Content hierarchy 📝

‍

The order of your content is important. This can be how content is stored and the order of your navigation and creating intuitive IA. But can also be as simple as where navigational sign posts are. 

‍

It seems obvious, but there is a case for keeping the most important information at the top of drop down menus, and where you want users to take action, usually on your most important pages. Studies show that attention and retention are highest for things that appear at the beginning and at the end of lists.

‍

This is why ‘Contact’ should always be found at the top right corner, the last on the list and in a standard, expected location. Keeping this in mind when creating the order of your pages and what you want your users to interact with will inform your structure.

‍

How is your website used now 👨🏻💻

‍

Understanding exactly how your website is used currently and identifying areas that need to be improved will lead to much stronger user experience (UX). Usability testing should be an essential part of ongoing research for your website success.

‍

One of the biggest issues with website usability is building intuitive navigation. If your users can’t find their way through your website to complete a task, they’re not going to try too hard. They’re far more likely to abandon and find another website (organisation) that makes it easy. Great navigation should act as a simple to follow map from landing page through to task completion. 

‍

Using a research tool like Reframer can allow you to test how users complete tasks across your website. Following their journey from their first interaction through to task completion. The data will provide insights into how users engage, navigate and complete their tasks (or don’t). Where do they get stuck, lost or confused? How do they feel (even down to their body language)? How quickly can they find what they are looking for? And the next step?

‍

All great stuff to inform the design team to build an engaging, usable website.

‍

Homepage expectations 🤡

‍

Your users already have set expectations when they arrive on your website. They anticipate your website to look and behave in a regular way that makes navigation, and their decisions, easy. Simple design features, such as your navigation menu across the top of the page, with clear options. It is vital to make life simple and easy when it comes to navigating your website. 

‍

Creating an interface that looks clear, is easy and quick to follow will build trust and engagement quickly (remember the 2 second rule). Simple to follow navigation, including descriptive labels, can make completing tasks much simpler and quicker for your users. Guiding them smoothly through your website and ultimately to conversion.

‍

Confusing homepage navigation  🫣

‍

Your homepage is the hardest working page on your website. It’s the first place (most) users will interact with you and it is make or break. 

‍

Did you know? You have less than 2 seconds to grab users with a well designed, organised and simple homepage. If they don’t immediately know what to do, trust what they see and get started they will move on (to someone else).

‍

Increased bounce rate does the converse for your SEO. With a homepage that users bounce away from you are likely to see a drop in SEO rankings, meaning ultimately you will see less users!

‍

Did you know that 87% of people that find themselves on the right path after the first click will complete their task? Ensuring that when users land on your homepage they can clearly find the road signs, but not everything that your website contains. Your homepage should simply guide your user to navigate your site, know what to do and how to do it. 

‍

A cluttered, busy homepage with too many links will distract your users’ attention, confuse them and maybe even lose them forever! First-click testing will take an informative look at how your homepage interface is performing. Mapping where your user is clicking once they arrive on your homepage and conversely, where they are not engaging.

‍

This can all be highly informative in designing, re-designing or even removing clicks from the users journey through your homepage, and beyond. Using Chalkmark to test your users first clicks is a great way to get started now.

‍

Wrap up 🥙

‍

With a website that is intuitive to navigate and content that is relevant you will find users that are engaged and SEO that ranks!

‍

Get started quickly and simply with our range of tools to sort out your navigation.

‍

And, if you need some more inspiration to help improve your website navigation, grab yourself a copy of our Actionable IA guide that explores actionable ways to fix, refine and build better IAs.

‍

If the title hasn’t already given it away, we’ve just launched the third issue of our UX magazine, CRUX. I say this every time, but it really only feels like yesterday that I was announcing the first and second issues. Soon we’ll be announcing issue 4!

‍

Looking back on CRUX #2 🪞👀🎀🦋

‍

Crafting a magazine is certainly fun, but that’s only half of it. Part of the enjoyment for us is tracking the readership growth over time. Yes, we’re nerds.

‍

Using the first issue as a baseline, we saw a definite improvement in the numbers of CRUX #2. The second issue also drove up readership of the first issue, which was pretty neat to see!

‍

As for readership time, the first issue saw an average time spent reading of 10 minutes, but we managed to blow past that with a read time of 15 minutes for issue #2! Numbers are obviously always important, our other important metrics include the number of shares, positive sentiment in qualitative feedback and future contributor engagement. These all increased with the second issue.

‍

What we’re trying to say is that as long as there's an appetite for CRUX, we’ll keep making it.

‍

Mirror image 🪞🕊️🤍✨

‍

CRUX is starting to become a bit of a reflection of the worlds of research and design at the time of publication. Specifically, a reflection of the unique problems that researchers and designers are trying to solve. That means people like you.

‍

It’s important to note that whenever we use labels like ‘researcher’ or ‘designer’, we really just mean ‘people who do the thing’. At least at Optimal Workshop, we all do research. It’s just part of our DNA.

‍

What you’ll find in CRUX #3 🪬🫧🫶🏻🤍

‍

With that in mind, we’ve got a number of interesting topics in this edition of CRUX:

‍

• Looking at the pyramid of trust and why you need to start thinking about the basic trust needs of users.
• Alia Fite from Figma talks about the best ways to evaluate design tools, including a number of actionable steps.
• Jennie Leng from Digital Arts Network (now Bendon, Australia and New Zealand) talks about design maturity and what this means in a business context.

‍

Want to contribute to CRUX?

‍

We want to create the best UX magazine – as long as people like you want to keep reading it. But we need your help! We’ve had a whole lot of great people contribute to CRUX #1, #2 and #3, but we know there are countless more people out there who don’t have a platform to share their voice.

‍

If you or someone you know wants to share their ideas with the UX and design communities, drop us a line here.

‍

But for now, please go and enjoy the third issue of CRUX! We work hard on it, and it’s all for you.

What is Information Architecture?

‍

Information architecture (IA) is a term used to describe how content or information is organised and arranged. This can relate to a website, a retail store or an app. And you could even consider the way a library is sorted to be IA. 

‍

For the purposes of this we will be focussed on websites. IA is fundamentally important to the success of your website. It determines how your users will access the information and the success of their user experience (UX) whilst on your website. And ultimately if you can keep users on your website long enough to complete their task.

‍

IA can be broken down into 3 main areas to consider when building great user experience:

‍

• Navigation: How people make their way through information (website content)
• Labels: How information is named and represented.
• Search: How people will look for information (keywords, categories)

‍

When put like this it does seem pretty straightforward. Maybe even simple? But these tasks need to be straightforward for your users. Putting thought, time and research in at the front of your design and build can mean an intuitive website is built. But at any point in your websites life cycle it can be of value to test and review. IA is the structure that sits in behind and allows the design to tell the story and the content to be found in an easy way.

‍

Why is Information Architecture important to web design? 🏗️

‍

If you’ve ever tried to use something and thought, “where am I supposed to go next?” or “this doesn’t make any sense,” you are encountering an issue with an information ‍architecture.

The Information Architecture Institute

‍

The way in which your users will use your website depends largely on how the information is presented and organised. By following through the tasks that you expect your users to undertake you can better understand the user experience. If the user can easily flow from point to point, finding what they need in a quick and efficient (and ideally intuitive manner) they are far more likely to stick around. And return when they need to.

‍

The opposite is definitely true also. If users find your website difficult to follow, hard to navigate and get lost or confused. They will not stick around to find out more. They will move on, and swiftly, to your competition. Frustrated, and disengaged. You will find it difficult to win them back.

‍

What does good information architecture look like for my users? 👀

‍

By providing a simple, clear and straightforward path users can stay focussed on their task, removing overwhelm and confusion. How often do you disappear ‘down a rabbit hole’ when on the internet? Confusing paths or overwhelming options may mean users move off on tangents, and become less likely to complete their initial task. Ultimately the best user experience is one that delivers the right information at the right time. Not too slow and not too complicated. 

‍

Always keep in mind that a great IA is:

‍

• Navigation: Always think straightforward, simple and intuitive.  Keep the navigation menu clean, clear and brief. Content and information where it’s expected to be. No point putting dog collars under dog food.
• Labels: Consider how pages, content and information is named. This needs to be direct and simple to understand. If you want people to find your store label the page ‘location’ or ‘find us’ or even ‘find our store’.
• Search: Most of your users will use search as a last resort. They will try to navigate their way through your website before resorting to a search option. Considering carefully the keywords for information that support the search tool. If they have already failed to find the information through your navigation, don’t let them down now.

‍

With all of these lined up in behind great web design, which is clear, bright and attractive. Along with language which appeals to your user.  You are providing a UX that will entice, engage and ultimately keep them on your website and converting.

‍

What does great information architecture look like for my organization?

‍

Great IA goes beyond simply being about your user experience. Your organization can benefit hugely with testing, research and insights put into your website IA. 

‍

With an IA that creates an easy navigable and engaging website your users are less likely to move off to your competitors. You’ve worked hard to get them to your website, through marketing and SEO. Delivering what your user expects and making it easy to find, means they will complete their task, and are far more likely to return. 

‍

By finding what they need quickly, and intuitively, users are more likely to be converted and generate leads or sales. Delivering and answering questions can also reduce the need for support. If you can, your organization's website should answer your users questions, before they complete. This means they are less likely to need to email and /or call for support, reducing overheads and time lag before conversion.

‍

Your organization's reputation is so important, your website may be your only interaction with users. If they have an easy user experience, their questions answered, and are able to complete what they need simply they leave with a great impression of your organization. They are more likely to return and their overall takeaway is that your organization is trustworthy, organised and easy to deal with. The opposite is quite possible with poor IA and design. You get but one chance to grab their attention and keep them. Do it badly and you may never get them back.

‍

Creating great information architecture 👷🏻

‍

User research with OptimalSort

‍

Of course the best website IA is based on your users experience. And there is no better way to get a full understanding of your users than by conducting research. At any point in your website's life cycle it can be beneficial to undertake research such as card sorting. At the beginning stages of your website build is best, but your website should be evolving as your organization does, therefore any time there are shifts in what you do or offer is a great time to revisit your UX and how best to deliver this. OptimalSort tests users on how they intuitively would like to see information sorted on your website. Building IA based on data, rather than assumptions, will mean that content and information can be sorted in a way that truly delivers a simple and intuitive experience.

‍

Maintaining your website with Treejack

‍

With a great IA, based on card sorting user research, your website content needs to be maintained. Tree testing allows you to see where your users are getting lost in your website navigation. And also how they expect to look for key information. The Treejack tool provides real user insights on how your website navigation is working, how it can work better, and ultimately how to fix paths that don’t work. Providing hard data to inform an intuitive IA.

‍

Wrap Up 🌮

‍

So, information architecture is fundamental to your website and how it operates. Want to learn more about information architecture? Take a look at our article, or download 'The Actionable IA Guide'.

‍

Supporting your website with user research can mean you build and design a intuitive website that simply rocks! 

‍

Learn more about card sorting with our 101 guide. And more on tree testing. 

Are your visitors really getting the most out of your website? Tree testing (or sometimes referred to as reverse card sorting) takes away the guesswork by telling you how easily, or not, people can find information on your website. Discover why Treejack is the tool of choice for website architects.

‍

What’s tree testing and why does it matter? 🌲 👀

‍

Whether you’re building a website from scratch or improving an existing website, tree testing helps you design your website architecture with confidence. How? Tools like Treejack use analysis to help assess how findable your content is for people visiting your website. 

‍

It helps answer burning questions  like:

• Do my labels make sense?
• Is my content grouped logically?
• Can people find what they want easily and quickly?  If not, why not?

‍

Treejack provides invaluable intel for any Information Architect. Why? Knowing where and why people get lost trying to find your content, gives you a much better chance of fixing the actual problem. And the more easily people can find what they’re looking for, the better their experience which is ultimately better for everyone.

‍

How’s tree testing work? 🌲🌳🌿

‍

Tree testing can be broken down into two main parts: 

‍

• The Tree - Your tree is essentially your site map – a text-only version of your website structure.
• The Task - Your task is the activity you ask participants to complete by clicking through your tree and choosing the information they think is right. Tools like Treejack analyse the data generated from doing the task to build a picture of how people actually navigated your content in order to try and achieve your task.  It tells you if they got it right or wrong, the path they took and the time it took them.

‍

Whether you’re new to tree testing or already a convert, effective tree testing using Treejack has some key steps.

‍

Step 1.  The ‘ Why’:  Purpose and goals of tree testing

‍

Ask yourself what part of your information architecture needs improvement – is it your whole website or just parts of it? Also think about your audience, they’re the ones you’re trying to improve the website for so the more you know about their needs the better. 

‍

Tip:  Make the most of what tree testing offers to improve your website by building it into your overall design project plan

‍

Step 2.  The ‘How’:   Build your tree

‍

You can build your tree using two main approaches: 

‍

• Create your tree in spreadsheet and import it into Treejack or
• Build your tree in Treejack itself, using the labels and structure of your website.

‍

Tip:  Your category labels are known as ‘parent nodes’. Your information labels are known as ‘child nodes’.

‍

Step 3. The ‘What’: Write your tasks

‍

The quality of your tasks will be reflected in the usefulness of your data so it’s worth making sure you create tasks that really test what you want to improve.

‍

Tip:  Use plain language that feels natural and try to write your tasks in a way that reflects the way people who visit your website might actually think when they are trying to find information on your site.

‍

Step 4.  The ‘Who’:  Recruit participants

‍

The quality of your data will largely depend on the quality of your participants. You want people who are as close to your target audience as possible and with the right attitude - willing and committed to being involved.

‍

Tip:  Consider offering some kind of incentive to participants – it shows you value their involvement.

‍

Step 5.  The ‘insights’: Interpret your results

‍

Now for the fun part – making sense of the results. Treejack presents the data from your tree testing as a series of tables and visualizations. You can download them in a spreadsheet in their raw format or customized to your needs.

‍

Tip:  Use the results to gain quick, practical insights you can act on right away or as a starter to dive deeper into the data.

‍

When should I use tree testing? ⌛

‍

Tree testing is useful whenever you want to find out if your website content is labelled and organised in a way that’s easy to understand.  What’s more it can be applied for any website, big (10+ levels with 10000s of labels) or small (3 levels and 22 labels) and any size in between.  Our advice for using Treejack is simply this: test big, test small, test often.

We all know that robust user research is key when it comes to creating human-centred, intuitive products that deliver outstanding user experiences.

‍

But we also know that many of us (especially those in marketing and design) are guilty of not doing research as often as we should – or even not at all. Often, it’s considered expensive and time consuming. However, with the right user research tools, research can start almost immediately, and we can analyze data in days, not weeks).

‍

All of this to say, you can work with insights that are up to date and can help you inform strong product design at any stage of the product life cycle.

‍

Why is UX research important? 🤳 🎯

‍

Right up front, it’s worth stating that you are not your user. 

‍

With all the will in the world your product (or website or mobile app) may work perfectly and be as intuitive as possible. But, if it is only built on information from your internal organizational perspective and applied with all of your knowledge and experience, it may not measure up in the eye of your user. Often, organizations make major design decisions without fully considering their users. User research backs up decisions with data, helping to make sure that design decisions are smart decisions. 

‍

User experience (UX) research focuses your design on understanding your user expectations, behaviors, needs and motivations. This is done through methodical and investigative approaches. Through data analysis, insights can be used to ensure that all product design decisions benefit the user. It’s all about helping you to gain insights and knowledge that may not be as apparent from the inside. 

‍

User research is an essential part of creating, building and maintaining great products. Providing invaluable insights that inform from the ground up. Helping to structure the information architecture and the underlying performance of your product.

‍

User research throughout design, development and further into the lifecycle of your product will mean less uncertainty and risk. All good things when creating a product that ultimately is intended to generate conversions. UX is at the heart of all we design and create. User research is crucial to creating human-centred design. Creating and developing digital solutions that answer users' needs.

‍

Building better products means a better user experience and ultimately higher retention and conversion rates.  What’s better than a single user experience? A customer that comes back again and again. 

‍

This can sound like a lot of work, but with the right type of user research it can take days, not weeks, to draw out useful and actionable insights.

‍

Getting started with user research needn’t be expensive, time consuming or only done at the start of a project. Let’s look at when research may be of most benefit. If you need a little help selling user research to your broader stakeholders, check out our article. 

‍

Discover navigation issues on your website 📍🗺️ 😡

‍

One type of research that should be done regularly is testing how users navigate your website. Navigation issues on your website can lead to missed opportunities and lower conversion rates. 

‍

Using a tree testing tool like Treejack, at any point in your website lifecycle, allows you to work ‘backwards’ and gain a clearer understanding of where users are getting lost, or uncertain of the next step. Invaluable insights into how your website is working currently and where updates and repairs or reorganising can lead to an overall better product and UX.

‍

This type of research can be done at any point and can be particularly useful to identify how users interact with your homepage. Over 80% of users will know within seconds if they will stay on your website, they need to be easily guided to complete tasks. Don’t lose them at the first look.

‍

Build a new and effective mobile app 📲 🎉

‍

A mobile app answers something that a website can’t or can’t do as efficiently. This could be booking hair appointments, updating membership loyalty points, or checking the weather.

‍

By downloading an app a user wants quick, simple and easy interaction and access to information. While all of this information may be available on your website it may not be as readily found or easily personalized. In some cases, with personalized information (membership numbers or credit card details) this can not be held safely on websites or easily stored and accessed.

‍

User research through first-click testing with a tool like Chalkmark can inform the usability of the mobile app interface. First-click testing on mobile apps allows you to rapidly test ideas and ensure your design supports user goals before you invest time and money in further design work and development.

‍

Continued user research throughout the life of the app and making updates that improve the interaction will mean a long term life of your app.

‍

Learn how people use your product 💎 👀

‍

Undertaking usability testing at any stage can benchmark how your product is currently being used. Providing insights into how it can be improved, reordered or information sorted better. 

‍

Here are a few key user research tools that can be picked up and used quickly and with a small investment, meaning they can be done regularly.

‍

• Card sorting is a great tool for investigating how users intuitively sort information. Find out how they would like to see information sorted that would make the experience easier and more intuitively. You can get started with OptimalSort now and have data and insights back in days, not weeks.
• Tree testing is an investigative tool which follows where users go when they arrive at your website. Highlighting where they get lost and where they get stuck. All valuable information when relying on responsiveness and conversion. Getting started with Treejack is simple and quick, allowing data driven results to inform decisions for a new or existing website.
• First-click testing looks at where users go first. Where do they click on your website or your mobile app? This information will highlight how users view the interface and what they are drawn to first. Allowing your design to be influenced by intuitive behaviour and ultimately driving usability. Chalkmark is a tool which you can quickly and easily get started with, allowing your product to be intuitive from the start, or enhanced with data driven insights.

‍

Build better products 🧱

‍

Learning how your product usability, backed with data and insights means that product design can be more intuitive, human-centred and ensure a more positive end user experience. Working with data driven insights also helps stakeholders to understand why design may be challenged, updated or changed.

‍

All of this needn’t be at the high cost of time, energy and delay. These tools are all readily available and can be implemented in days, not weeks. They are easy to use, and data can be easily digested and transformed into real changes.

On the fence about card sorting and why you should be using it to improve your user experience? Let’s take a look at why you should take advantage of this powerful user research method.

Simply put, card sorting can help you discover how your users think your content should be organized and categorized. Card sorting gives you insight into how people conceptualize, group and label ideas, enabling you to make confident, informed information architecture (IA) decisions.

What is card sorting?

In a card sort, participants sort cards containing different items into groups. You can use the results to figure out how to group and label the information on your website in a way that makes the most sense to your audience. 

Using card sorting at the start of your website build means you’re able to make decisions based on data, not assumptions. Being informed at the start of your website build can mean saving a lot of time later with revisions or rebuilds. Better to build something intuitive now, than be left wondering later why parts of your website aren’t working as you expect.

When should you use card sorting?

It’s best to do card sort research when you want to answer a specific, information-related question. For example, maybe you’re adding a new range of “natural products” to your Health and Beauty site. On the other hand, you may want to redesign how information is grouped together across your entire website.

Card sorting is at its most effective when you’ve got the information and detail you need but you just need guidance on how it's best (most intuitive) to organize it.

While card sorting is typically used in the early stages of the design process, when there’s no live IA, it’s also common to use the technique to make changes to a live IA down the line. 

Card sorting: A powerful way to understand users’ mental models

Card sorting is a powerful tool to understand your users and how they make sense of information when they arrive on your website. A good rule to keep in mind is that what makes sense to you and your colleagues may not make sense to your users.

Using an online card sorting tool like OptimalSort it can be useful to check in with users to understand where they think information should sit on your website. As product ranges increase or change over time, it can also be useful to undertake card sort research when updating your website. 

Let’s take a look at how card sorting might work for an e-commerce website. 

Imagine you run a health and beauty e-commerce business with an active and successful website with a vast range of products that can be grouped in many different ways. At worst the website is clunky and hard to search, making it difficult for shoppers to find the right product, quickly. At best everything is there but it doesn’t quite answer what the user is looking for. It can be incredibly powerful to have a fuller understanding of how our website is viewed from our shoppers (rather than just internally). The goal of our website should be to showcase our products in a way that makes shopping easy, quick and even intuitive.

We are introducing a full range of natural based products that include products intended for babies, children, women and men. These products have previously  been categorized by who they are intended for. But we want to know if there is a better way that these could be made available, especially with a market shift to an increased demand in  natural based products.

By doing some card sorting with OptimalSort, we gather data from users and the pattern that our audience use to group these products. Through the data analysis we have discovered that a large majority of our users would group by natural products first and then by who the product is intended for (baby, children, women, or men). Armed with this insight (amongst others) we can use it to influence our IA. Ultimately, we end up with a far more intuitive and streamlined user experience (UX).

Three ways to use card sorting

Did you know that there are multiple ways to use OptimalSort card sorting? Let’s take a look– you may be surprised.

1. Building a new website

This is by far the biggest use-case for card sorting. When looking at building a new website or making better use of an existing one, utilizing card sorting at the research stage can be insightful and informative. Seeing your website, products and/or navigation from your end user’s perspective can enlighten, inform and assist in creating an enhanced user experience.

2. Combine card sorting and tree testing

When combined with card sorting, tree testing, with Treejack, can help you to improve your navigation and give you a fuller understanding of how your website is used. Tree testing is a technique for evaluating the findability of topics on a website. It’s also commonly known as reverse card sorting and is the perfect technique to complement card sorting. After you’ve analyzed your card sorting results and transformed them into a draft IA, you can test these insights using a tree test. Using this technique, you task users with seeking as opposed to sorting. This technique aims to replicate the experience of using a website – without visual distractions.

Unlike usability testing, tree testing only focuses on the IA of your website. It makes the process of developing an IA much faster, as you can easily make refinements and tweaks without needing to get bogged down in costly redesigns. 

3. Make collaborative design decisions

You can use OptimalSort to get your team involved and let their feedback feed your designs — logos, icons, banners, images, the list goes on. By creating a closed image sort with categories where your team can group designs based on their preferences, you can get some quick feedback to help you figure out where you should focus your efforts.

Use OptimalSort to run your first card sort

Card sorting can take place in person, or online with a tool like OptimalSort. OptimalSort gives you the flexibility to conduct moderated and unmoderated card sorts online. Now, you can collect the data you need, how and when you need it. Plus it only takes a few minutes to design and launch your study. 

Not only is OptimalSort simple to use,  but it’s backed up with the strength of powerful analysis functionality. Taking the pain of trawling screeds of information, OptimalSort pulls out useful, usable insights from your card sorting data. This allows you to quickly identify common groups at a glance with comprehensive and vibrant visualizations and use this data to support design changes and recommendations. 

What is 3D Cluster View?

Part of our OptimalSort analysis is the 3D Cluster View (3DCV). While the addition of ‘3D’ may throw off red flags of being a gimmick, it’s actually entirely appropriate. 

The 3DCV basically allows you to visualize the similarity between cards as three-dimensional spatial relationships. Each point in the 3D visualization represents one of the cards from your original sort. Cards that are closer together were more frequently sorted into the same category. Likewise, when you see 2 cards that are quite far apart, they weren’t sorted together as frequently. If you’d like to find out more take a look at OptimalSort 3DCV, we think it’s pretty clever.

Wrap Up

If you’re now interested in a card sort of your own, we obviously recommend OptimalSort (which you can get started with for free). Or you want to find out more, take a look at our Card Sorting 101.

Happy sorting!