Email Digests

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, including response and view counts, NPS, CSAT, rating averages, and tag counts.

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

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

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

Choose which data you want to include in your digest.

You can include:

• Survey views and responses – See how many times surveys were viewed and how many responses were collected, both in total and per survey.
• NPS, CSAT, and rating averages – Include core survey metrics such as NPS, CSAT, and rating averages, both as overall totals and per survey.
• Tag counts – Include the total number of applied tags and tagged responses, as well as counts for individual tags.

You can include all three data types or only the ones relevant to your digest.

All metrics are calculated for the reporting period and surveys configured for the digest.

Select recipients

Finally, choose which team members should receive the Digest email.

Save your new Email Digest and you’re done. Refiner will automatically send it according to the schedule you configured.

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.