Quick Start Guide

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.www.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.www.collabito.com/12345/password123/ ).

2. Add pages

A page represents one activity or a task and has its own item 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:

  • Video chat: a video focus group with moderator and respondents using webcams
  • Text chat: a text-based chat between moderator and respondents
  • Diary/blog: participants complete tasks – submit opinions, experience, add photos, etc. 
  • Bulletin board: common thread-styled discussion board.
  • Questionnaire: respondents fill in questions in a form
  • Text page: used for introduction, thank you pages or other information.

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 of respondent are 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.)

3. 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

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:

  • Go to Emails (in the project menu)
  • Add new campaign
  • Select recipients and click the Create campaign button.
  • 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 spam. Don’t forget to test it before you send the bulk email to respondents.

Quick tutorial – Project setup

Quick tutorial – Project setup