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Live Group Chat with Video Setup

Configure a Live Group Chat Activity to support live video, including chat mode, waiting room, access, camera/audio behavior, invitations, and video minute consumption.

The Live Group Chat with Video activity type provides an opportunity to schedule group video meetings, or focus groups, with all or a subset of the participants in a study. Group chats with live video are limited to 50 total attendees, split between the front room and the backroom.

Watch the interactive walkthrough below for an overview of Live Group Chat with Video setup.

Activity Date and Time

As part of a Live Group Chat Activity's setup, you must set its date. You'll be required to choose a Start Date and Start Time (i.e. the day and time of the live chat) as well as Duration (in minutes). The Activity's time zone will also be displayed on the setup page directly above the date field.

Screenshot of the Start Date, Start Time, and Meeting Duration fields

Once the setup is complete, participants will see the Activity card from their Activities page and be able to click into it. They can then use the Add to Calendar option to schedule the Activity in their preferred external calendar application:

  • Google Calendar

  • Yahoo Calendar

  • Outlook Office 365 Calendar

  • Outlook Live

  • iCal (ICS)

Selecting Video Chat

To schedule and facilitate a synchronous live group video meeting or focus group with participants, the Live Group Chat activity’s Chat Mode must be set to Video Chat.

Screenshot of the Chat Mode settings with the "Video Chat" toggle enabled

Waiting Room

Once the applicable Chat Mode has been selected, Analysts and Moderators will have the option to enable Waiting Room settings for both participants and Clients. When enabled, the option to define whether to Admit clients automatically into the backroom or manually admit them during the session becomes available. You can also Customize the waiting room message that will appear to attendees while they wait to be admitted into the meeting.

Screenshot of waiting room settings with the "Enable waiting room" toggle switched on. Nestled beneath this setting are the options to admit clients automatically and customize the waiting room message.

Activity Access

Like any Activity in a Recollective Study, you'll need to determine who it's visible to using the Activity Access settings. Will All participants be invited to join the live group, or just a subset of Study participants (e.g. Only select participants or Only select segments)?

Note: Participants will be eligible for selection within the Only select participants menu if they have joined the study, been invited to join, or have been scheduled an invite. Learn more about limiting Live Group Chat activities to select participants.

Screenshot of the Activity Access settings. Participant Access and Client Access are configured separately. "All participants" is toggled for the Particpant Access, and "All Clients" is toggled for Client access.

By default, the Live Group Chat Activities will be visible to All clients. If you would like to limit Client access, you can use the options under the Client Access settings to make the Activity accessible to only select clients or hide the Activity from clients entirely.

Activity Behavior

When Video Chat is selected, the following sub-options will also appear beneath the Activity Behavior section:

  • Start with participants muted: If selected, participants will join the meeting with their microphones muted until they unmute themselves.

  • Start with participant cameras disabled: If selected, participants will join the meeting with their camera disabled until they enable the camera themselves.

    • If this option is selected, an additional sub-option of Do not allow participants to enable their camera appears below. When this sub-option is enabled, participants will be blocked from using their cameras during the meeting, but will still have access to their microphones in order to participate using audio in addition to utilizing the text-based chat feature.

  • Do not enable backroom audio and translator support: If selected, the dedicated backroom audio channels for observers and translators will be disabled. Client observers may still join the Activity if they have been given permission to do so, but will have access to observe and access the backroom text-chat feature only.

Screnshot of the Activity Behavior settings, with the check boxes for "Start with participants muted", "start with participant cameras disabled", and "Disable backroom audio and translator support" all unchecked

Live Group Chat Description

You have the option to prepare an Activity Description (similar to the instructions in a Journal Activity's setup) that will let people know what this Activity is about. Any text entered in this Description field will appear on the Meeting page when participants join the Activity and will also be visible if they click on the card from the Activities page.

Invitations

Live Group Chat activities support automated invitation emails with iCal attachments, making it easy for participants to add sessions directly to their calendars.

By default, the Automatically email meeting invitations setting is enabled. You will need to define the date that invitations are sent to participants, and will have the option to customize the Subject line and Additional Message field to include a personalized message to your attendees. Automatic email invitations can be disabled if needed, which will hide the date, subject, and message fields during activity setup.

Screenshot of invitations settings, with the "Automatically email meeting invitations" setting enabled.

Note: Changes made to scheduled sessions, including cancellations, will be reflected through updated calendar invitations.

Notifications

Each Activity in a Recollective Study can have customized notifications tied to it. These notification options can be found by clicking on the Notifications tab next to Basic Settings towards the top of the Activity Setup page, or by clicking the More options... link towards the bottom.

Screenshot of the Notifications tab, with the "meeting starting soon", "meeting started", "meeting rescheduled", and "meeting canceled" options all enabled.

For Live Group Chat Activities, the notification options are:

  • Meeting starting soon (1 to 2 hours before start)

  • Meeting started (actual start time)

  • Meeting rescheduled

  • Meeting canceled

Point Customization

If you have chosen to enable the point tracking feature for your Study, you will see a Points tab on the Activity Setup page with the option to Customize points awarded for activity completion. This is an opportunity to depart from the default point allocation for a Live Group Chat Activity as configured in Study Settings: Points.

Screenshot of Points settings, with the option "customize points awarded for activity completion" enabled

Prepared Content

After saving your Live Group Chat Activity, you will have the option to create Prepared Content Items.

Screenshot of Prepared Items tab, with the "Add Item" button visible at the bottom of the page beneath two prepared items (a poll and an image)

Backroom Access

Clients will only be permitted to join a Live Group Chat if the Client Permission to Collaborate in backroom is enabled.

If you would like for a Client to participate in the chat directly with participants, such as by sending front room messages or joining the front room video feed, then the Interact with participants permission must also be enabled.

Other Important Considerations

Live Video Minute Consumption

Usage of video in a Live Group Chat will consume Live Video Minutes (sold separately). Please contact us at saleshelp@recollective.com to learn more.

The rate at which Live Video Minutes are consumed does not relate to the number of people in the meeting. For example, a 90-minute meeting with 25 participants will consume only 90 Live Video Minutes. Consumption of minutes is tracked in the Subscriptions area with meeting-level details recorded in the Site Log.

System Requirements

Please also review System Requirements for Live Video Meetings to learn about browser and bandwidth requirements.

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.

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