Recollective supports live focus groups with (or without) video. You can run a focus group with a select group of participants by limiting the visibility or access of the Live Group Chat Activity to a select segment or selection of participants.
For step-by-step instructions, see:
Option 1: Limiting visibility of a Live Group Chat Activity to a select Segment
Analysts and Moderators can limit the access of a Live Group Chat Activity to a select segment of Participants by following this two-step procedure:
Step 1: Create a Segment to assign participants to
Step 2: Create a Live Group Chat activity, limited to the new Segment test
📌 Note:
Note: Step 1 will vary based on user role.
Analysts and Moderators can follow 1a
Analysts can also follow 1b
Step 1a: Create a Segment to assign participants to
Prepare a spreadsheet for bulk import
Label the first column: Email Address
Enter each participant's email address in a separate row
Label the second column with the desired Segment name (Example: Focus Group - May 20)
Place a 1 in the column to assign a participant to that Segment
Repeat #3 as needed to create additional Segments
Save the spreadsheet
ℹ️ Note:
📍 Go to the Study Admin menu > Add Participants > Bulk Import a Spreadsheet
Import the spreadsheet
When prompted, define the columns as New Segment
📌 Note:
More information on the Bulk Import process is available here.
Step 1b: Create a Segment to assign participants to
ℹ️ Note:
📍Go to Site Administration > Segments
Select New Basic Segment
Name the Segment (Example: Focus Group - May 20)
Optional: Limit the visibility of the Segment to the relevant study. This step is recommended if you will run multiple studies on the same site.
Click Save
Assign any relevant participants to the Segment
Locate a participant by going to Site Administration > Search Panelists
Click their name to edit the profile
Use the Basic Segments dropdown to assign them to the relevant Segment
Click Save
Step 2: Create a Live Group Chat Activity
ℹ️ Note:
📍 Go to the Activities tab within the Study
Click on Add Activity
Name the Activity. The name will be visible to participants.
Select the Live Group Chat Activity type
Select the desired date, time, and duration of the Activity
Optional: Select Video Chat
If the Video Chat option is not selected, the Activity will occur as a text-only live chat
Under the Activity Access section, choose Only select segments
Select the desired segment(s) from the drop-down menu
Configure the Activity Behavior settings as required
Optional: Add a description for participants to read before they join
Click Save
Option 2: Limiting visibility of a Live Group Chat Activity to select Participants
ℹ️ Note:
📍 Go to the Activities tab within the Study
Click on Add Activity
Name the Activity. The name will be visible to participants.
Select the Live Group Chat Activity type
Select the desired start date, start time, and duration of the Activity
Optional: Select Video Chat
If the Video Chat option is not selected, the Activity will occur as a text-only live chat
Under the Activity Access section, choose Only select participants
Select the desired Participant(s) from the drop-down menu
Configure the Activity Behavior settings as required
Optional: Add a description for participants to read before they join
Click Save.
📌 Note:
Note: Participants will be eligible for selection within the Only select participants menu if they have Joined the study, have been invited to join, or have been scheduled an invite.
📌 Note:
🗣️: Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.