Slack Digests make it simple to keep your team informed about key survey insights directly in the Slack channels where your team is already collaborating. You can schedule digests to be delivered automatically on a daily, weekly, or monthly basis, giving your team a consistent view of core survey metrics and trends without having to open the Refiner dashboard. Each digest includes key performance indicators from your selected surveys, helping your team stay aligned and up to date with the latest feedback trends.<\/p>\n\n\n
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Create a New Slack Digest<\/h2>\n\n\n\n
To set up a Slack digest, navigate to the \u201cAlerts & Digests > Scheduled Digests\u201d section of your Refiner dashboard. Click on \u201cCreate digest\u201d, choose \u201cSlack Message\u201d, and then click \u201cCreate digest\u201d to begin.<\/p>\n\n\n\n
On the next page, you\u2019ll see a form where you configure your new Slack digest. Since you can set up multiple digests, we recommend giving each one a clear, descriptive name like \u201cWeekly Survey Summary – Product Team\u201d so it\u2019s easy to identify its purpose.<\/p>\n\n\n\n
Set Frequency and Timezone<\/h2>\n\n\n\n
Slack digests can be scheduled to send daily, weekly, or monthly at midnight in your chosen timezone:<\/p>\n\n\n\n
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Daily<\/strong> digests include data from the current day, spanning midnight to midnight.<\/li>\n\n\n\n
Weekly<\/strong> digests cover the past seven days; you can choose the specific day of the week to receive the digest.<\/li>\n\n\n\n
Monthly<\/strong> digests are delivered on the last day of the month and include data from the entire calendar month.<\/li>\n<\/ul>\n\n\n\n
Choose Surveys<\/h2>\n\n\n\n
By default, core metrics from all surveys in your workspace are included in the digest. You can also select specific surveys to include if you want Slack digests for particular teams, products, or use cases.<\/p>\n\n\n\n
Connect Slack account<\/h2>\n\n\n\n
Connect your Slack account by clicking on \u201cConnect Slack Account\u201d. You\u2019ll be redirected to Slack where you need to grant permission to our application.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Select Slack Channel<\/h2>\n\n\n\n
Choose the Slack channel where you want the digest to be posted. Ensure that the Refiner Slack app has access to the selected channel so the message can be delivered successfully.<\/p>\n\n\n\n
Send a Test and Save<\/h2>\n\n\n\n
Before saving your digest, click \u201cSend test\u201d to confirm the message appears as expected in your Slack channel. Once you\u2019re satisfied, save your Slack digest configuration and we will begin posting scheduled survey summaries to the selected channel.<\/p>\n","protected":false},"excerpt":{"rendered":"
Introduction Slack Digests make it simple to keep your team informed about key survey insights directly in the Slack channels where your team is already collaborating. You can schedule digests to be delivered automatically on a daily, weekly, or monthly basis, giving your team a consistent view of core survey metrics and trends without having […]<\/p>\n
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