There are several methods of interacting with the group and individual participants. The following outlines the types of interactions available and how they work. As a moderator, each time you post anything to the discussion regardless of type, all participants in the discussion will receive an email notification.
Interacting with Participants
1. Question Post
Question Post is a top-level post that can be used to ask additional follow-up questions to the whole group. The group question displays with a bright border to indicate importance and call attention. Additionally, question posts display a roll-up of completion stats for that particular post to help you track completion and participation (only visible to researchers/observers).
To add a Question post, click the "Question" button above the text box, add your text and click "Post as question."
All participants in the discussion will receive an email notification when a researcher posts a Question.
2. Public Post
Public Post is a top-level post a moderator can use to interact with participants and as a regular citizen of the discussion. The post will not inherit the bright outline that question posts display. The public post looks just like a standard post all participants can author.
To add a Public post, click the "Public" button above the text box, add text and click "Post as public."
All participants in the discussion will receive an email notification when a researcher posts a probe.
3. Internal Post
Internal posts are only visible to the research team and observers. They can be used to organize a "backroom" discussion that pertains to the discussion at hand. All comments associated with an Internal post are also internal, meaning the entire thread is not visible to participants.
To add an Internal post, click the "Internal" button above the text box, add text and click "Post as Internal."
Only the research team and observers will receive an email notification when a researcher/observer posts an Internal Post
Comment on a participants post to ask additional follow up questions of that particular user or other users who are active in the thread. The flat comment structure makes it easy to scan through the conversation.
To direct a comment another user in the same comment thread, we use the notion of mentions with the syntax "@user_name." Clicking the comment button on the comment you wish to reply to add auto populates the mention for you.
Comments can also be posted as Internal. If you want to communicate to your research team or observers without the participants being able to see, select the Internal options.
To add a comment, click the "+ Comment" button just below the original post. To reply to another comment in the same thread, click the comment button that appears on hover. Both buttons will toggle open the comment box and allow the participant to add text and post by clicking "Add Comment."
Only the author of the original post and participants who have commented on the post will receive an email notification when a researcher comments.
Internal comments do not generate email notifications to participants. Internal comments will generate emails to the researchers/observers.
5. Adding an Announcement
Announcements are designed for general messages to the entire group that don’t require a direct response. They can be used for reminders, course correction, etc. By default, announcements are "stuck" to the top of the discussion thread to ensure they are seen by all. When done with the announcement, it can be "unstuck," and it will return to the flow of the discussion based on the original post date.
Click the "Add announcement" button below the comment box. Doing so will open a new comment box. Add announcement text and click "Post Announcement to post."
All participants will receive an email notification when a researcher posts an announcement.
Researchers can edit any post/comment. To edit, hover over the post/comment body and click on the "cog" icon that appears. From the menu, select "Edit." Make changes then click save.
There are several ways to track participant completion and engagement levels.
A discussion is never truly complete as it runs the length of project once launched. However, managing participation can be measured on two factors:
- Completion: participant has posted at least one response (indicated on the completion grid on dashboard, and in "Have not responded" column on the discussion explore page).
- Contributions: the number of posts and comments the participant has contributed to the discussion. Anytime you see a count associated with a participant, it refers to this number, the aggregate of posts and comments.
Use the following tools to track completion.
Navigate to Overview to view participant "Completion." The completion grid displays all the activities currently launched within your project. Discussion activities display the total number of participants scheduled to the activity on the right of the progress bar and the number of participants who have completed at least one response on the left.
To publish a completion grid first consider the filter options, "Completion by:" and "Show me." Then click the "Publish Grid" button.
1. Completion by: Filters by either participant or activity.
2. Show me: Filter by either Everyone, Incomplete, or Complete.
Navigate to Explore > Discussion to view a breakdown view of the Discussions. Each thumbnail represents a different Discussion and displays the number of comments. The progress bar displays the total number of participants scheduled to the activity right of the progress bar and the number of participants who have completed at least one response on the left.
Navigate to Explore > Discussion and click on a particular Discussion to view. Filter posts and comments my specific categories using the fields on the left-side of the screen. Clicking a field with initiate the filter, clicking again will remove it.
The activity pane lists posts from newest to oldest in an easy to navigate tool bar. The activity pane contains all question, internal, public and comment posts that were created within the discussion. Although the posts within the activity pane only contain the first line of the response, when clicked on it will navigate to the appropriate location within the discussion where the full post can be read. To close the activity pane click the arrow at the top of the activity pane.
New Post Marker
At the top of the Activity Pane there will be displayed a message of how many new posts have been made since last time the discussion was checked. Clicking on the comments will take you to where that comment is within the context of the discussion.
Navigate to Explore > Discussion and click on a particular Discussion to view. In the upper-right hand corner of the screen, click "Publish" and "XLS" to generate the report. Navigate to Findings > Reports to download the newly generated report that can be viewed with Microsoft Excel.