Quick Start Guide

Please note that we will continuosly add more details to this tutorial. In the meantime, if you have any questions, please let us know, we will try to help you learn the system. Thank you for understanding!

1. Add a new project

Each project involves the following parts. 

  • Pages (chat, blog, text, discussion board).
  • Respondents
  • Moderators
  • Clients or visitors
  • Email campaings (invitations, reminders)
  • Groups of respondents

You need to adjust the basic project settings first – project name and its status. 

 The project has its URL address where respondents can enter (for example https://app.collabito.com/12345/ ).  If you add the respondent’s password at the end of the URL, he will be automatically logged in to the project (https://app.collabito.com/12345/password123/ ).

 

2. Add pages

A page represents one topic or a task and has its own tab in the horizontal respondent’s menu.

 

Page types:

Real-time text chat

Text-based chat between moderator and respondents. A whiteboard with media presentation available.

Blog

Each participant has to complete a task given by moderator – usually write opinions or experience and add some pictures.  Respondents can see each other or not, depending on your settings.

Discussion forum

This page type provides a common discussion board.

Text page

Use this module for introduction, thank you page or other information. You can add comments to communicate with participants.

 Other properties:

 

  • Page title: the name displayed in your list of pages
  • Status: active, inactive visible (respondents can see it in the menu), inactive invisible (respondents can’t see it in the menu)
  • Visible for groups (if any groups defined)
  • Auto activation (a page appears after other page is completed or in a specific time period).
  • Page texts (only for blogs): add the task or question which will respondents see on the top of the page
  • Moderator’s guide and media upload (in the submenu, only for chat)

Add participants (respondents)

Add respondents manually, import them from a file or use your recent respondents from other projects.

  • E-mail
  • Passwords
  • Display name (visible in chats, blogs). We recommend using only first name or nickname for respondent’s privacy.
  • Name: used only in your agenda to identify the correct respondents. You can use full names.
  • Phone, gender and other optional details
  • You can change color of each respondent (set to blue for males and red for females by default).

Add moderators, clients and visitor

 Add one or more moderators who will communicate with your respondents.

 You can invite a client to observe the respondents.  Moderators can communicate with the client during the chat in the secondary chat window.

Invite respondents

Inform your respondents when your projects starts, send them link to https://app.collabito.com page to log in and add their password.

Collabito can send the emails for you:

  1. Go to Emails (in project menu)
  2. Add new campaign
  3. Select recipients and click the Create campaign buton.
  4. Set up the email. Use the the system codes {email} and {passwd} in the text, Collabito will replace them with the correct data for each recipient automatically.

Please note that if you send emails and use your address as a sender, some email systems can flag these emails as a spam.

 

 

Quick tutorial - Project setup

Quick tutorial for moderators