How-to: Remote Card Sorting

Plus, sample scenarios and how to evaluate results!

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

What is it?

Card Sorting is a testing approach that helps teams understand how users logically categorize information together. The intention is to understand relationships between content and interpret hierarchies that users might perceive.

Remote Card Sorting testing, aided by web tools + Lookback, record the participant’s interactions through “drag and drop” sorting.

When to use Card Sorting

  • Determining information architecture

  • Designing website navigation

  • Categorizing ideas or concepts

  • Establishing content hierarchy

How do I conduct Remote Card Sorting?

We recommend using Lookback in conjunction with a tool that enables “drag and drop” functionality to enable sorting. 

  1. Set up your workspace in a tool of your choice that allows for URL sharing

  2. Build out your content in card form, so participants can easily organize

  3. In Lookback, create a project. Paste the URL from the sorting tool under Set a landing page.

  4. Be sure to write talking points (moderated) or provide instructions (unmoderated) to narrate the tasks you want your participant to accomplish

Sample scenarios

  • Organize the following products under where you believe they should live in the navigation provided.

  • If you could build the navigation of this website, show how you would order each category.

  • Based on all the topics below, group them ones that are most like one another.

  • Of all these features provided to you, rank from top to bottom, what is most important to least important to you.

Evaluating your results

Questions to consider

  • Did you capture the rationale for why your participant made those choices?

  • Were your categories clear for participants or do you need to make more discreet?

  • Was there any content you felt was missing or needs to be added?

  • Is there anything you’d add to your instructions to bring more clarity to your study?

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