For online studies, you'll need to create and share a meeting link with a participant.
If you'd like to use Zoom or Google Meet meeting links, we have an integrations for that! With our integrations, you can automatically generate unique links, making it really quick and easy to set up moderated sessions. Check out our Zoom integration support guide and Google integration support guide for more information.
If you'd like to share a GoToMeeting, Webex, Lookback, or any other tool's link with a participant, we'll share how to do that below.
The project owner or any project collaborator can update the default or session moderator.
The default moderator can be the project owner or any of the project collaborators. You can set the default moderator during project creation, or anytime after the project has launched. Updating the default moderator will update all confirmed sessions, including those with session moderators, to the new default moderator.
To set or update the default moderator on an active project:
The session moderator will be the default moderator unless you’ve updated the moderator on the confirmed session itself.
Please note: you can only have 1 session moderator per session. To add additional session moderators, you'll need to manually add that person to the session on a calendar event outside of UI.
To set or update the session moderator
A default link is set on the project level, and is the link sent to confirmed participants. Once the participant is confirmed, you can update the link on the session level. Confirmed participants receive this link in their confirmation and reminder emails. We recommend adding the default link BEFORE approving participants.
To set or update the default location link
If you need to distribute unique links using a tool other than Zoom, you will need to create those links and copy/paste them as session links.
To set or update the session link
*If when the participant confirmed their session there was NOT a default and/or session link, we strongly recommend adding the link no later than 24 hours before their confirmed session to ensure they receive the link in the reminder email. Links added within 24 hours of the session where there wasn’t a default and/or session link before may not be automatically emailed to the participant.
You can always access a session link in the "Confirmed sessions" section of your project, as well as from the calendar event and day of sessions reminder email.
Your link will populate in a calendar event for synced calendars. You'll notice the link may look different—we convert your link into a variable so should you update the link (eg if you switch moderators) you'll still be able to access your session from your calendar.
On the day of sessions, you'll receive an email with information for each session: the session time, participant's name, meeting link, etc. You'll notice the link may look different—we convert your link into a variable so should you update the link (eg if you switch moderators) you'll still be able to access your session from the email.