The Email Digest
In this article:
- Introducing the Email digest.
- Adjusting Email digest frequency.
- Changing digest frequency.
- Setting up digests for Trends.
Plus:
Suggested next article: Managing multiple Email Digests
Introducing the Email digest
An Email digest is sent to each CX user on a regular basis — providing a quick pulse of their customer feedback. (See Email digests: The easiest way to stay on top of feedback from the Delighted blog.)
Each email highlights the current core metric score, breaks down the responses in a bar chart, and provides a selection of curated feedback. Let's detail the core components:
| 1 | Digest title | Highlights the name of the Project or Trend associated with the digest. If you have created multiple digests for your Trends, the titles will help tell them apart! |
| 2 | Rolling metric | Displays your current metric. The calculation is based on your survey time window setting, not the digest frequency |
| 3 | Responses | Curated responses, along with comments, since the last digest was sent |
| 4 | Permalink | Curious to learn more about the response? Click the name/email field and jump to the associated Permalink page |
| 5 | Trend information | Shares feedback for specific Trends that you've identified — along with a brief summary of changing Trend metrics (ex. "17 new promoters...") |
Adjusting Email digest frequency
To adjust the frequency of Email digests, click the "Account" button and select “Email digest.” From there, choose your desired frequency.
| Daily | Sent early in the morning and highlights the previous day’s responses |
| Weekly (default) | Sent early Monday morning and highlights the previous week's responses |
| Monthly | Sent early in the morning on the first of each month and highlights the previous month’s responses |
| Never: | Will pause the designated Email digests |
Feeling a bit overwhelmed by the sheer number of digests pouring into your inbox? Read Admin Extras: Managing multiple Email digests for advice on how to get a handle on things—and still receive the information you need!
Changing digest frequency
To adjust the digest frequency for Delighted CX projects:
- 1
- Click "Account"
- 2
- Select "Email digests"
- 3
- Adjust the frequency of the digest for each project
- 4
- Click “Save changes”
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Setting up digests for Trends
To start receiving digests with responses from a specific Trend in one of your projects:
- 1
- Click "Account"
- 2
- Select "Email digest"
- 3
- Scroll down and pick “Create new digest" under Trend digests
- 4
- Choose the desired "Project," "Trend," and "Frequency" for each digest
- 5
- Click “Save changes”
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A user must adjust their own Email Digests
Each individual user has the ability to:
- Adjust the frequencies of their Email digests for:
- CX projects
- Trends
- Disable digests by selecting "Never" as the frequency setting
It is not possible to adjust digest frequencies for other users or to send a digest to an email address that isn't associated with a CX user. Click here to learn more about Limited, Standard, and Admin users.
Digests pause automatically if feedback stops
After a period of inactivity, CX will pause sending your email digests. You must also receive at least one comment and/or an answer to an Additional question during the selected time frame to trigger a new digest.
You'll receive a notification letting you know about this automatic pause.
The Email digest starts back up again as soon as feedback (and a new comment) arrives!