Tree Testing

Tree testing is an invaluable tool for understanding how participants find items on your website. Usually tree tests are conducted after card sorts to “test” how well information is organized.

Features

Recruit, conduct and analyze your tree tests with PlaybookUX

Setting up your project

Analyzing your project

Setting up your project

Access to the PlaybookUX participant panel

Recruit from a panel of over 4 million vetted participants, backed by an industry-leading fraud prevention program. Our robust participant platform matches participants with projects that fit their profile.

Tree & tasks

Build a tree of your navigation structure and ask participants tasks (i.e. Where would you find a winter coat?). This will help test how easy it is to find content on your website.

Personalize Instructions

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

Test with our participants or your own

Use the PlaybookUX panel to recruit participants for your tree test. You can choose from a variety of demographic filtering and add screening questions to find niche participants. Additionally you can send your own customers a link to participate in the tree test.

Approval roles

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. Alternatively, admins can exclude certain people from the approval flow.

Consumer and professional targeting

Target both consumers and professionals by age, gender, income, job title, industry and company size (among 12 other filters) and get more specific with screener questions.

Follow up questions

Ask follow up questions after each task. Utilize different question types, such as rating scale, multiple choice and written response.

Tree testing with or without a recording

Conduct a tree test without a recording or include it in an unmoderated or moderated session.

Segmentation

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

Screener survey

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

Define success paths

To speed up analysis, define correct paths so you can benchmark success and failure. This will help you understand if your website content is easy to find.

Saved audience

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

Custom consent forms

Skip the hassle of collecting confidentiality and consent forms prior to the session and upload a custom consent form to PlaybookUX. Participants will read and agree to the consent form prior to participating in your study.

Analyze your project

Task success analysis

The task success chart will help identify which content is difficult to find. Understand if participants go directly to the correct place or have to click around in order to find what they’re looking for.

Participant paths table

The Participant Paths table tells you how participants moved through your tree for each task. It also tells you if the participants arrived at a correct destination (either directly or indirectly).

Build your own reports

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

First click analysis

Identify where participants are inclined to click first. This helps you understand where content intuitively belongs.

Follow-up question visualizations

Charts for follow-up questions will be automatically generated to simplify analysis.

ISO 27001, ISO 27701, SOC 2 Type II

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.