Email Digests
Introduction
Section titled “Introduction”Email Digests make it easy to keep your team informed about important survey metrics without needing to log in to Refiner.
You can schedule digests to be delivered automatically on a daily, weekly, or monthly basis. Each digest can include the survey activity and feedback metrics that matter most to your team: response and view counts, NPS, CSAT, rating averages, how answers are distributed for multiple choice, yes/no, and matrix questions, and tag usage.
Create a new digest
Section titled “Create a new digest”To set up an Email Digest, navigate to Alerts & Digests > Scheduled Digests in your Refiner environment.
Click Create digest, choose Email Message, and click Create digest to continue.
On the next page, you can configure your new digest. Since you can create multiple digests, we recommend giving each one a distinct name, such as “Weekly Product Feedback” or “Monthly NPS Report”.
Set frequency and timezone
Section titled “Set frequency and timezone”Digests can be sent daily, weekly, or monthly at midnight in your chosen timezone.
- Daily digests include data from the previous day, spanning midnight to midnight.
- Weekly digests include data from the previous seven days. You can choose which day of the week the digest should be sent.
- Monthly digests are sent on the last day of the month and include data from the entire calendar month.
Choose surveys
Section titled “Choose surveys”Choose which surveys should be included in your digest.
By default, data from all surveys is included. You can also select specific surveys if you want to create a digest for a particular product, team, customer segment, or feedback program.
The surveys you select determine which survey data is used to calculate the metrics in your digest.
Choose metrics
Section titled “Choose metrics”Choose which data you want to include in your digest.
You can include:
- Response counts: how many times surveys were viewed and how many responses were collected, in total and per survey.
- Metrics (NPS, CSAT, Rating): NPS, CSAT, and rating averages, as overall totals and per survey.
- Response distribution: how answers are distributed for multiple choice, yes/no, and matrix questions. See Response distribution below.
- Tag usage: the total number of applied tags and tagged responses, plus counts for individual tags.
Turn on any combination of these. All metrics are calculated for the reporting period and surveys configured for the digest. Counts show the change compared to the previous period of the same length. A weekly digest, for example, compares with the seven days before.
Response distribution
Section titled “Response distribution”When Response distribution is on, the digest adds one table for each multiple choice, yes/no, and matrix question in the selected surveys. Each row is an answer option and shows:
- Option: the answer label.
- Count: how many times that option was chosen, with the percentage change compared to the previous period.
- Share: the option’s percentage of all answers to that question.
Questions are grouped by their question identifier. If several selected surveys use the same identifier, their answers appear together in one table. Open text questions don’t get a distribution table. NPS, CSAT, and rating scores appear under Metrics instead.
New digests include response distributions by default. Digests created before this option existed don’t include them until you turn on Response distribution and save the digest.
Select recipients
Section titled “Select recipients”Choose who receives the digest email. You can send it to specific team members, or to everyone with a given user role. Only the option you have selected is used.
Selected users
Section titled “Selected users”Selected users sends the digest to the teammates you check in the list. You can pick one person or several. You can also invite a shared address, such as product@company.com, as a team member and select it here.
The list only includes teammates who have access to this environment.
By role
Section titled “By role”By role sends the digest to every teammate with a role you select. You can select one role or several:
- Admins
- Managers
- Contributors
- Analysts
Refiner looks up who has those roles each time it sends the digest. A new teammate with a selected role starts receiving it. Someone whose role changes, or who no longer has access to the environment, stops receiving it. The Finance role is not available.
Save the digest. Refiner sends it on the schedule you configured.
Resubscribe a recipient
Section titled “Resubscribe a recipient”Each digest email has an unsubscribe link. A recipient who uses it stops receiving that digest.
In the Selected users list, unsubscribed people stay visible, grayed out, with a ban icon. Their checkbox can’t be changed from the list. Click unsubscribed recipients under the list, select the people you want to add back, and click Re-subscribe selected users. They’re checked in the list again. Save the digest to apply the change.
With By role, that person receives the digest again on the next send, as long as their role is selected.
In Selected users mode, the digest is paused if the last selected recipient unsubscribes. Activate it again from Scheduled Digests after it has at least one recipient.
Receive test digest
Section titled “Receive test digest”Before or after saving your digest, click Send test to send a preview to your inbox and verify that the digest contains the information you expect.