You've built the event in Socio. The plan is in place. You know where everything is. You're ready to go! But what about your speakers, moderators, and caption providers? They may or may not have used Socio Streaming before, so getting them familiar with the ins and outs can be crucial to their comfort and success.

This guide will show you how to set up and run a test stream in with your speakers, moderators, and captioners. Doing a test stream can be great to determine if you want to go with a particular caption provider, or you can even use this process to make a secret stream where you can pre-record content! 🤫

Before you begin...

Live Stream Setup

Even if you'll be running your live streams from Agenda sessions, it's simplest to practice with a test Live Stream feature.

First, go to the Edit Event/Features page of your event, and click Add Feature. Add a Live Stream feature, and click Done. If you want to run a test with multiple different groups of people at different times, add the feature as many times as you need.

Screenshot of the Features page of an event. The Add Features button is highlighted.

Now, click the Settings (⚙️) icon on the feature, and name it something with "Test" at the end. If your event already has participants in it, consider assigning it to speaker and staff Groups to prevent attendees from seeing and joining the stream.

Animated GIF that shows a user adding a Live Stream feature, and editing it to add

Now, click Edit on the test feature, and select Socio Streaming by Restream as the Live Stream provider. If you'll be using Chat for your stream, make sure to enable it. Click Save Changes when you're done.

Screenshot of the Edit Live Stream modal.

Now, click Edit on the test feature again. You'll see that the Invite Speakers link is now available. Click Copy next to the link field, and then distribute the link and our Speaker Instructions to anyone who'll be joining your test session. You can also share this fun video we made to show some common best practices.

Screenshot of the edit live stream modal. The Copy button is indicated.

Prepare assets

Before you start your test, it's a good idea to load up any banners, logos, overlays, or videos that will be in use for the actual session. You can enter the studio to upload the assets at any time.

⭐️ Keep in mind, when you upload assets to any session or Live Stream's Studio in your event, those assets will be available in every other Studio.

Run the Test

Once you've got everything ready, summon your speakers, and click Launch Studio from the Edit window of the test Live Stream feature. If there are additional people who'll be controlling transitions, banners, overlays, etc., make sure to invite them to your Socio team, then have them click Launch Studio in the test session instead of using the Speaker link.

⭐️ Keep in mind, you can have a maximum of 10 people in the Studio at one time.

Screenshot of the Edit Live Stream modal. The Launch Studio button is highlighted.

We recommend opening the Web App for your event in a different browser tab or device so you can check out how things will look to an attendee. If you have Chat enabled, this will also let you show your speakers how chats can be highlighted in the stream.

Once everyone is in the stream, give them plenty of time to play around with settings and simply get familiar and comfortable with the space. You can show them how transitions, overlays, banners, and chats work before you click Go Live.

Animated GIF of a user adding a Caption to a stream.

If you mess something up, or want to try something different, no worries! That's why you're testing. If you need to, just repeat this process to make a new test and try it again.

If you're using this process to pre-record a session, anything that happened in the stream after you clicked Go Live will be recorded and available for download. To access the download, simply leave the studio, and then re-enter it after a couple minutes. You'll see a pop-up with the download options.

Screenshot of the

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