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The Digest is a summary sent to each participant by email during fielding. The email is sent at a predetermined time and frequency set by the researcher.
1: Digest Benefits
There are many benefits to using the automated Digest email.
- Save time: The Digest notification is automated, which eliminates the need to export reports and draft a reminder email or message relaying what is needed from the participant.
- Better participation: The notification lists both overdue and currently due activities, upcoming activities that will be posting before the next Digest email, comments and questions left by the moderator, and comments and likes left by other participants on shared activities.
- Participant Specific: Digest will take each participant’s individual progress into account when sending the notification.
- Customized: The Digest notification offers custom wording, allowing the researcher to make it fit their company voice.
2: Enabling the Digest
To access the Digest, go to Settings > Digest Settings:
2.1: Options
The Options tab allows you to turn on and off different sections of the digest:
1. Enabled: Digital Diaries will send out a Digest by email to each participant. The default setting is to have this turned "on." To disable the Digest email, toggle to "off" and be sure to click Save.
2. Scheduling Options: The Digest will go out to each participant at a specified time and frequency. If a time and frequency are not specified, the default is set to 8:00am daily. The time listed is local to the participant and is based on the timezone the participant selected on their profile.
Researchers can choose from the following options to set the frequency of when the Digest message is sent out:
Daily: The Digest is emailed once a day during every day of fielding. Researchers can prevent messages from being sent on weekends by choosing the Every weekday option.
Weekly: The Digest is emailed once a week during fielding; researchers can choose the specific day. If the project is fielding for more than one week, the Digest message will be sent each week on the selected day of the week.
Monthly: The Digest is emailed once a month during fielding; researchers can choose the specific day of the month. Researchers can prevent messages from being sent on weekends, which will send the Digest on the next Monday instead.
Custom: The Digest is emailed on a custom schedule. Researchers can choose specific days of the week or specific months and dates. If multiple days of the week are selected, the Digest will go out on each of those days every week during fielding. If multiple specific dates are selected, the Digest will go out on each of those dates. Researchers can remove selected dates by clicking the "X" button to the right of each selected date.
3. Activities Due: A list of all overdue and currently launched activities will appear here. These activities are specific to each participant. The list includes the title of the activity and the hours overdue. At the bottom, the participant will have a button that redirects them to the to-do list. The default setting is "on."
4. Activities Launching: A list of the upcoming activities that will go live before the next Digest email. This list is based on the scheduling options selected when the message is sent. The default setting is "on."
5. Moderator Questions: This section will flag the participant to any new comments left by their moderator. The default setting is to have this turned "on."
6. Recent Comments: Comments are specific to shared activities. If there is sharing, this section will alert the participant to any new comments left by other participants. The default setting is to have this turned "on."
7. Recent Likes: Likes are specific to shared activities only. If there is sharing, this section will alert the participant to any new likes left by other participants. The default setting is to have this turned "on."
8. Save: Once all items have been set, click Save to implement.
2.2: Customize
The Customize tab allows you to customize the default text that will be present in the Digest email:
1. Language: This drop-down displays all languages present in your study. Select a language from this drop-down to edit Digest content for that language. Be sure to save edits before switching to a different language.
2. Subject: Adjust the default subject line for the Digest email. The default subject automatically pipes the name of the study and today's date.
3. Template variables: In the "Customize" tab, many of the sections have default text present. Within that default text, there are variables enclosed in double brackets. When used, the variables will pipe items such as the study name, participant's name, and the segment contact. Selecting the "Variable" button below each section will display the available variable options that can be used.
4. Message: Adjust the default message text for the top of the Digest email. The default message automatically pipes the participant’s Screen Name in the salutation.
5. No Activity Message: Adjust the default text for participants that have no action items.
6. Signature: The signature will automatically sign the email with the primary segment contact. A different person can be customized here.
7. Save: Once all information is up to date, click Save to implement.
3: Example Template
Below is an example of the template that will be emailed to participants once the options have been selected in the Options tab and the text finalized in the Customize tab:
1. Activities Due
2. Activities Launching
3. Recent Comments
4. Recent Likes
5. Signature
4: Disabling Notifications
Upon initial login, participants can opt out of receiving notifications. If the participant turns notifications off, the digest email is not be sent to them.
5: Notes
Digest is currently available in all supported languages.
When enabled, Digest mailings will arrive from “Project Title” sender at a no-reply email. No-reply emails by server: