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How to Create and Distribute a Conversation

Creating a conversation is easy! You only need, at minimum, 2 components to create a conversation: a title and a media resource (video / audio / link).

Both managers and admins can create conversations in their organizations. When they log into the Rali Product Suite, 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.

Media Resource (required). The media resource is what is played on the player. It can be Video / Audio; Uploaded (from local computer or recorded) / Linked (YouTube, Vimeo, etc.).

Closed Caption files can be added to “uploaded” media resources.

Once the media resource is added, the conversation is ready for distribution!

video formats: mp4, HLS (m3u8), DASH

Select from your library or Add New Media

Enter your media URL or upload the file.

Thumbnail Image (optional). Add / change your thumbnail image and media resource name.

Customize the thumbnail or media file name

You will then be taken to the Review Conversation screen.  You may publish your conversation at this point. If you do publish now, you will notice that the conversation changed from Draft state to Published. (If you do not want to Publish at this time, there are also several other options in the touch bar and top right corner: Delete, Duplicate, and Preview.)

review conversation screen (steps 1-2)

However, the Review Conversation screen is where you can specify how your video will appear and how viewers can interact with your content, as well as select / describe specific settings and sharing options. Customize your conversation by configuring the following options listed below:

Note: you have already completed some of these steps, but you may edit them by clicking into each box.

Distribution. Conversations can be configured to be part of a Public Digital Library.  A Public Digital Library is a collection of conversations that you make available on your website for your users.  This means users don’t have to be sent individual conversation links in order to join your conversation.  If it is part of a Public Digital Library, this library list can be embedded on your website. Turn On to make your conversation visible on it, or Off to hide it.

  • Notes:
    • This playlist will have embeddable code that can be copied and pasted onto the customer’s website. A Manager is able to configure:
      • the maximum number of conversations to display
      • the number of rows of conversations to display
    • Only Published Active conversations display on the Public Digital Library.
    • User still have to respect the Conversation Access settings of the conversation.

Conversation Description (optional). The Conversation Description is displayed in the Content info box of the video player. Feel free to add a short explanation of what your conversation or content is about!

review conversation screen (steps 3-6)

Conversation Tags (optional). Click to add tags to your conversation (ex.: Sports, News, Drama, Health, etc.). Can’t find what you’re looking for? Create your own!

Moderators (optional). 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 – Open, Password Enabled, or Invite Only, and (b) how the users will be accessing the conversation.

  • An Open 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 many viewers. Everyone will be able to see other users’ comments and engagement.
    • Once the conversation type is determined, the user is guided through the conversation access flow. For Open conversations, the manager selects 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.
      • Third Party Integration: User email address and information is passed into the Rali player.

  • A Password Enabled conversation is one where users will have to enter a password to access the conversation. This adds an extra layer of privacy to Open conversations.
    • Once the conversation type is determined, the user is guided through the conversation access flow. For Password Enabled conversations, the manager first creates a password, and then selects the ways a user can access the conversation:
      • Account Required: Users will have to log in to their Rali account or use their Social Login in order to access the conversation.
      • No Account Required: User can provide a Display Name in order to access the conversation without having to login with an email.
      • Third Party Integration: User email address and information is passed into the Rali player.
      • External Authentication (OAuth): If a customer has an existing OAuth for their employees to login, our Rali video conversations can be configured to use their OAuth login.

  • 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.
    • Once the conversation type is determined, the user is guided through the conversation access flow. 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.
    • A Manager will be able to add an email domain to an Invite-Only conversation. This means that anyone with an email address in the domain will be able to access the Player conversation. This is especially useful for businesses where they want all their employees with a corporate email address to access the player.

review conversation screen (steps 7-10)

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

  • Post Anonymously: Turn Anonymous posting ON to allow your users to post comments without their real name displayed. All anonymous activities for scoring purposes will combined into one “Anonymous” user.
  • 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 to Open and Password Enabled 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
    • Comment Sub Replies
    • Discussion Replies
    • Discussion Sub 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.
  • View Settings: This is for the Activity Panel on the right side of the player. The manager can choose for the Activity Panel to be minimized or expanded on initial video load.
  • Display Action Item button on Player: A Rali Action Item is a documented task or activity that arises from a video conversation. Action Items can be assigned to registered users (users with an email) in the conversation. Turn On to have the Action Item display in the player Touch Bar and Activity Panel. Noteonly registered users can create or be assigned Action Items. (Scroll to the bottom of this page for more on Action Items.)

Seed CTAs. A manager can add calls-to-action to the conversation to try to increase user interaction in the conversation. Calls-to-Action 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. Polls can be Public, where users see other users’ submissions, or Private, where only moderators see the submissions. There are currently 2 poll types:
    • Short Answer: This lets 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.
  • Link: Add a Link to take your users to a specific URL, such as your website or product purchase page. Users do not reply to Links.

To create a CTA, you will enter a Title, Body, Timestamp (when it appears in the video), and Duration (how long it will appear for; minimum of 5 seconds).  You can also adjust settings so that the video pauses when you CTA appears. Review your CTA, add more CTAs if desired, and click Save.

select CTA type

add CTA title

add CTA body

Setting the CTA Timestamp

CTAs are displayed for a minimum of 5 seconds on the player (you can extend the length of the CTA timestamp), therefore a CTA cannot be placed 5 seconds before or after an existing CTA. Choose when your CTA will appear in the video, and for how long (duration).

set CTA timestamp

turn On / Off Mandatory Display

review CTA

add another CTA (optional)

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. Click to add comments and reactions in your video.

Start and End Date.

  • Start Date: The conversation Start Date is when users are allowed access into the conversation. It can be different than 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. Once the end date has passed, a conversation will read “Not Active” in the conversation status icon on the conversation card. If left blank, the conversation is open until user access is changed.

When everything is to your liking, hit Publish.

And there you have it!  Your video conversation is ready to go and tailored for your best outcome. 

Feel free to share your link and get the conversation going!

Conversation States

There are different conversation states and they are identified in different areas of the Manager App: in the header bar (when moderating) 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 in the past and users can access the conversation.
    • Published Not Started: the Start Date is in the future and users cannot access the conversation 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.

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.


Action Items (Cont’d)

As previously mentioned in Step 7 (Settings and Configurations), an Action Items is a documented task or activity that arises from a video conversation. Action Items can be assigned to registered users (users with an email) in the conversation. An Action Item has a:

  • Title – Quick description of the Action Item
  • Description – More detailed description of what the Action Item is.
  • Public / Private setting – A Public Action Item can be seen by users in the conversation. A Private Action Item is only visible to the Assignor, Assignee, and Managers / Admins in the conversation.
  • Assignor – the person who creates the Action Item
  • Assignee – the person who has to accomplish the Action Item. Can be left “Unassigned”.
  • Due Date – the date the Action Item is due. Can have “No Due Date”.

How to Create an Action Item

  1. The “Display Action Item button on Player” must be turned on in the Conversation Settings.
    • In the Manager App, go to the Conversation.
    • Click on Manage Conversation in the touch bar.
    • Click on Step 7 – Settings.
    • Toggle the “Display Action Item button on Player” button ON.

2. If the Display Action Item button is toggled ON, the Action Item button displays in the Player touchbar.  Note: only registered users can create or be assigned Action Items.

New View – Action Item

If Action Item is turned on for a conversation, the Conversation Activity Panel includes a new view – Action Item. Clicking on the Action Item View will show all the Action Items for that conversation. The sort order is the timestamp on the video the Action Item was created.

Action Item Workflow

After an Action Item is created, the following actions can be performed.

Action Description User
Edit An Action Item Title, Description, Assignee, and Date can be edited. Assignor, Conversation Manager
Mark as Complete Once an Action Item is resolved, it can be Marked as Complete. Assignee, Conversation Manager
Reopen If an Action Item has been incorrectly Marked as Complete, it can be reopened so that it’s status is Open. Assignee, Conversation Manager
Add Comment Any logged-in user in the conversation can add a commen to an Action Item. Any logged-in Conversation User

My Action Items List

A logged-in user can see their User Profile by clicking on the User Avatar on the top left corner of the Player. The User Profile screen has a “My Action Items” box that displays the list of Action Items that have been assigned to the user.

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