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How to Create and Distribute a Conversation

A manager and admin can create conversations in a tenant. When they log into the 3.1 website, they will access the Manager App which shows a Conversations box at the top with the last 2 recent conversations that the manager has acted upon, as well as a “Add New Conversation” box. The touch bar also has a “Add New Conversation” button.

When a manager clicks on the Add New Conversation button, the manager will be prompted to enter the following:

Conversation Title (required). The Conversation Title will be used in any Conversation lists and Conversation reporting. It is also displayed in the Content info box of the video player.

Conversation States:

There are different conversation states and they are identified in different areas of the Manager App – header bar and Conversation status icon on the Conversation card.

  • Draft. A conversation is in Draft status as the manager is building and creating the conversation. A Draft conversation is identified by a light blue color in the header bar.
  • Published. A conversation is in Published status when the manager clicks the Publish Button in the Review Conversation screen. A Published conversation is identified by a green color in the header bar. There are 2 sub-states of Published:
    • Published Live. The Start Date is past and users can access the conversation.
    • Published Not Started. The Start Date is in the future and users cannot access the conversations as yet.
  • Unpublished. A conversation is in Unpublished status when the manager clicks the Unpublish button in the Review Conversation screen. When a conversation is Unpublished, it can either be re-published or archived. An Unpublished conversation is identified by a orange color in the header bar.
  • Archived. A conversation can be archived when it is in Unpublished state. Once archived the conversation does not show in the Active Conversation list. An Archived conversation is identified by a blue color in the header bar.

Media Resource (required). The media resource is what is played on the player. It can be Video/Audio; Uploaded/Linked. Once the media resource is added, the conversation is ready for distribution.

Customize the thumbnail or media file name

The conversation change from Draft State to Published. Alternatively, the conversation can be customized further by configuring the following options listed below.

Conversation Description (optional). The Conversation Description is displayed in the Content info box of the video player.

Moderators. A manager can add additional moderators to the conversation. If the user is a Manager, then the manager has Edit rights on the conversation. Moderators do not have Edit rights to the conversation.

Conversation Access. The conversation’s Access is (a) Conversation Type – Public or Invite Only and (b) how the users will be accessing the conversation.

A Public conversation is one where anyone with the conversation URL link will be allowed access into the conversation. This type of conversation is intended for conversations that you want to share and have as many viewers. Everyone will be able to see other users’ comments and engagement. Note: Polls are still private to the moderators.

An Invite Only conversation is one where only invited email addresses are allowed into the conversation. This type of conversation is for conversations that you want to be kept private to a select group and for engagement (comments etc) to be seen only for the invited users. Note: Polls are still private to the moderators.

Once the conversation type is determined, the user is guided through the conversation access flow. For Public conversations, the manager selected the ways a user can access the conversation:

  • Authentication Required. Users will have to log in with an email address or Social Login in order to access the conversation.
  • No Registration Required. User can provide a Display Name in order to access the conversation without having to login with an email.
  • External Integration. User email address and information is passed into the Rali player.

For Invite Only conversations, the manager selects the users they wish to invite to the conversations. The manager sees a list of existing registered users in the account, or they can invite a totally new user email address to the account.

Settings and Configurations. A manager can control and configure what users see in the player.

  • Closed Caption. This allows the Manager to turn On/Off Closed Captioning for a conversation using a Media that has Closed Caption files.
  • Display User Scores. On the player, if a user clicks on his avatar, part of the profile information displayed was the user’s eScore and mScore. This can be turned On to display, and Off to hide.
  • Allow Social Sharing on the Player. This setting applies only to Public conversations where any user with the link is allowed access. In order to generate more views on the conversation, there is a Share button in the player where users can share with their friends.
  • Moderator Approval Required. Conversations with this option turned on means that a moderator has to approve a user’s comment before it is visible on the Conversation Stream. It can be further configured into requiring approval specifically for:
    • Comments
    • Comment Replies
    • Discussion Replies
  • Video Behavior. When a user clicks on the Reply button to add a comment, the video continues to play while the user types. This can be configured for the video to pause when a user is adding a comment.
  • Engagement Permissions. The player defaults for all interaction settings to display for users. However, if a manager wanted to limit the interaction from users, they can configure it on this setting.
  • Call to Action Engagement Permissions. If a conversation has call to actions (Discussions etc), a manager can limit the interaction from users.
  • View Settings. The following views can be turned on/off on the View overlay.
    • List View. This shows the conversation stream including call to actions.
    • Activity View. This is the Activity Panel on the right side of the player. If turned off, the activity does not display. If turned On, the manager can choose for the Activity Panel to be minimized or expanded on initial video load.

Seed CTAs. A manager can add call to actions to the conversation to try to increate user interaction in the conversation. Call to Actions currently supported are:

  • Discussion. Add a discussion to the conversation so that your users can reply.
  • Message. Add a message to let your users know some information. Messages can include links. Users do not reply to Messages.
  • Highlight. Add a highlight to let your users know a specific point in the player that you would like to pay attention to. Users do not reply to Highlights.
  • Polls. User preferences can be collected from polls. Currently Polls are private, meaning users do not see other users’ poll responses. There are currently 2 poll types:
    • Short Answer. This let’s the users type in a short answer to a poll.
    • Multiple Choice. The manager will provide the multiple choice options and users can pick their choice.

Setting the CTA Timestamp

CTAs are displayed for 5 seconds on the player, therefore a CTA cannot be placed 5 seconds before or after an existing CTA.

Seed Activities. A manager can add seeded activities to point out certain parts of the player, or for users to see interaction on the player.

Start and End Date.

  • Start Date. The conversation Start Date is when users are allowed access into the conversation. It can be different to the Create Date (the date the conversation is created).
  • End Date. The conversation End Date is when users are no longer allowed access into the conversation. If left blank, the conversation is open until user access is changed.

Distributing the Conversation

When the conversation is ready for distribution, the manager clicks on the Publish button in the touch bar. Once published, the manager sees the Share screen with the various distribution methods supported:

  • Facebook. Post the conversation URL on your Facebook account.
  • LinkedIn. Post the conversation URL on your LinkedIn account.
  • Twitter. Tweet the conversation link on your Twitter account.
  • Email. Compose an email to share the conversation URL to email addresses.
  • Conversation Link. Conversation link that can be posted on your browser.
  • Embeddable Link Code. Embed the conversation code into your website.

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