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: 

  • Activities on pages (chat, video session, diary, discussion board, poll).
  • Participants: respondents, moderators, clients or visitors
  • Emails (invitations, reminders)

To create a project, define the basic project settings first – the project name and status. 

How respondents join the project: each project has its unique URL address (for example https://app.collabito.com/12345/ ).  If you attach the respondent’s password at the end of the URL, the respondent will be automatically logged in to the project after clicking the link (https://app.collabito.com/12345/password123/ ).

 

2. Add pages

A page represents one activity or a task and has its own tab in the respondent’s menu. You can combine different types of activities in the same project – for example, an introductory chat, several daily diaries and a final video session at the end of the study.

 

Page types:

Online focus group chat moderator view

Text-based live chat

A text-based chat between moderator and respondents.

Video focus group software

Video session

A video focus group with moderator and respondents. 

Diary, blog

Participants complete tasks – submit opinions, experience, add pictures, etc. 

Bulletin board

This page type provides a common discussion board.

Collabito_polls

Poll

Respondents have to fill in a simple questionnaire with one or more simple questions.

Text page

Use this module for introduction, thank you page or other information. You can add a block of comments.

Other modules and activities will come soon 

 Other page properties:

 

  • Page title: the name displayed in your list of pages
  • Status: active, closed, new inactive, auto-activation (by date or completion of other tasks)
  • Visibility in the menu: you can adjust whether to see or hide the page in the respondent’s menu based on its status.
  • Auto activation (a page appears after another page is completed or in a specific time period).
  • Visible for groups (if any groups defined)
  • Page texts: 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 chats)
  • Section – you can split activities into various groups (by days, topics, etc.)

 

Add participants (respondents)

Add respondents manually or use the bulk import.

  • E-mail and password
  • Display name (visible in chats, blogs), usually only first names or nicknames.
  • Name: used only in your agenda to identify the correct respondents. You can use full names.
  • Phone, gender, avatar, and other optional details
Respondents

Add moderators, clients, visitors

The account owner is the moderator by default, no need to add him/her again to the list of moderators. Of course, you can add other people as a moderator, too.

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

Invite respondents

Inform your respondents when your projects starts and send them their unique link to your project.

Collabito can send the emails for you:

  1. Go to Emails (in the project menu)
  2. Add new campaign
  3. Select recipients and click the Create campaign button.
  4. Set up the email. Use the the automation tag {url_project_login} in the text and Collabito will replace it with the correct URL and password 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. Don’t forget to test it before you send the bulk email to respondents.

 

 

Quick tutorial - Project setup

Quick tutorial for moderators