How to Use Recorded Conversations on MarketScale

Recorded conversations is your go-to solution for everything from podcasts, to remote video interviews, to panels and more.

          MarketScale has a powerful platform for recording conversations between multiple people, making it an ideal tool for hosting engaging discussions, podcasts, video interviews, and more.

          This guide will walk you through the process of using MarketScale's Conversations feature to record conversations with up to four participants. You'll learn how to create rooms and record conversations with ease.

           

          How to Set Up a Recorded Conversation Room

          Once you've logged in on MarketScale, navigate to and click on the Conversations icon.

           

          You can add up to four participants. These guests can be Users in your Org, or external contacts which you can add via their email address. 


          Begin typing the email address for the guests you are inviting. Guests that are already users will have their name appear in the drop down. For guests that are not currently users, type in their complete email address and click enter to lock in the email (be careful you spell it correctly!).


          Title your Conversation. We recommend choosing a title related to the topic of the conversation so it is easy to find later. This is purely a working title for internal use, you'll be able to choose a final title later if you don't have one yet.

          Note that you can adjust Privacy settings. Refer to this article for more information on this

          Now you’re ready to create your Recorded Conversations room. Click on "
          Create Room."

          Once your room is created, it will appear below the Create New Room section, in the Open Rooms section. 



          All guests invited to the Recorded Conversation will receive an email with the link to the Conversation Room. In addition to this link, you’ll find a button on the Conversation Room card for
          Copy invite link.

           

          Important Notes:

          • As a best practice, we encourage our partners to copy the link to their recording room and share it in a calendar invitation.
          • This link, either provided by you from copying the card, or through the email they receive, is the only way for an external guest (i.e. a participant without a MarketScale login in your Org) to enter the Conversation Room. Users can enter the room by logging into Studio and clicking "Open Room" on the Conversation card directly from their feed. If the external guest loses their link and cannot locate it in their Spam/Junk folders, any User can copy the link and send it to the external guest.
          • For security, it is not possible to access a Conversations room unless your email address is added when it is created. It is possible to edit a Conversation room and add / remove Users / external guests. To edit the room, click the ellipsis menu in the top right of the card as shown in the feed, and click Edit room.

           

          Testing Prior to Entering Recorded Conversations Room

          There are two ways to access the Conversations room: (1) by clicking Enter room from the card as shown in your feed, and (2) by clicking the link to the room.

          Once you've opened the room, you are required to test your connection and device. This test ensures that you have stable connection to record your conversation, and that your camera and microphone are working correctly. 

           

          Use the Video and Audio selection menus to choose your preferred camera and microphone.

          Click Test now and wait for your system to conduct the test - this usually takes about 15-30 seconds.

          Once MarketScale has confirmed that your microphone, camera, connection, and browser are configured to permit successful recording, you can click Enter room to access the Conversations room and begin your recording.

          If there is an issue that may cause a problem for your recording, the Test will make note of the problem so that you can resolve it and Test again.

          If a user does not have the necessary specifications and connection speed, they may be required to acknowledge that there is a risk of losing the recording upon submission. Once the test is completed hit Enter room.

           

          Recording Your Conversation

          Once you've entered your Conversation room, you will find a simple and intuitive interface to complete your recording.

          The room features an option to select your camera and microphone, as well as a private chat module where you can communicate with your fellow participants. Your chats will not be saved. It is designed to help you prompt and direct your guests without interrupting your recording session.

          The central feature of the Conversations room is the Start recording button in the bottom middle of the interface. Click Start recording to start your recording. You'll get a 10-second countdown, and then you can begin. 

          When you’ve finished recording, click "Submit" and keep all guests in the room until the Recorded Conversation has successfully submitted. Depending on the length of your recording, this may take a few minutes. Be patient! You'll be notified when your recording is successfully submitted.

           

          Important Notes:

          • You can start and stop recording as many times as you'd like within the room. Each started / stopped recording will create an individual media card on your feed.
          • A real-time record of all recordings is maintained in the live chat module on the right sidebar.
          • It is a best practice to never stop your recording until you are completely done with your conversation. Any instances where a guest misspeaks, or you need to redo a part of the recording can typically be edited out.
          • If you are already in the room and waiting on another guest, you can select the ellipses menu on the right hand side and copy a link to the room to send to this guest. Remember, this guest must be on the original invitation, or they will not be able to enter the room.

          You’ve successfully completed a recording with Conversations!

          Interested in how to maximize your quality, or ideas on how to use Conversations to it's full extent? Check out these articles: