Note: Email Digests are currently in beta testing. If you'd like early access contact us using the chat icon in the bottom right...

What is an email digest?

An email digest is an email that is sent to selected recipients, containing key metrics and data from a specific dashboard.

What can it be used for?

Email digests can be very powerful when you have a specific person or team that needs to stay up to date on relevant themes, segment or metrics. For example, if you have custom dashboards based on filters for product categories within your brand, you could create a weekly digest for each dashboard sent to the category manager of each. This digest would provide timely and relevant data to them, so they are informed and confident to make key business decisions based on real data and insights

How to create an email digest

🔒 To create an email digest you must be an Admin or Analyst user type.

Navigate to the dashboard you want to create a digest for, and select DIGESTS

Select 'Create Email Digest'

Digests will be based on the dashboard data, including any filters applied (excluding date - more on that later). This can be quite powerful, enabling you to create very specific email digests presenting filtered metrics or themes for specific audiences based on the custom dashboards you have configured.

Each dashboard can have one or multiple digests, each with different content and recipients.

There are 3 steps to creating an email digest

  1. Content

  2. Settings

  3. Preview

Step 1: Content

Digests are designed to be flexible and modular, enabling you to make the email as simple or as complex as you wish.

Your digest will be constructed using sections. You can turn on the sections and then configure them as required

Each section will be slightly different to configure. And the options available will be informed by the data within your dashboard.

Metrics:

Once you have ticked this section on, you can select which metric you want displayed in the email digest. Common metrics might include NPS (if you have NPS in your project schema), Positive, Negative or Neutral Sentiment, or any other numerical fields you have configured in your project.

You can add one, or multiple metrics!

Sentiment:

This is an easy one - if you have sentiment enabled on your project, this is a simple on/off. There are no further settings.

Themes:

Firstly, select which metric you want to report the themes on. You can only choose one metric.

Secondly, select which themes you want displayed in your digest. You can choose one, or multiple themes.

Custom Segments:

Firstly, select which metric you want to report the custom segment on. You can only choose one metric.

Secondly, select which field you want displayed in your digest. You can choose one, or multiple themes.

Finally, select which segments you want displayed for that field. You can choose one, or multiple segments.

You can add more customer segment sections

Removing a section

To remove a section, you can simply untick it for it to be disabled in the digest

Step 2: Settings

Subject Line:

The subject line that will display on the email in your recipients inbox.

Description (optional):

This will display in the email digest. This can be used to provide more context for what data is within the digest.

Recipients

Enter an email and select 'Add recipient'.

Repeat this process for each recipient you want to receive the digest.

Recipients do not need to have a Kapiche login.

Recipients will be able to unsubscribe via a link in the footer of the email they receive. If they unsubscribe they will no longer display in the list of recipients

Frequency

Choose between weekly, fortnight, monthly or quarterly

Weekly & fortnightly is designed to provide more control over both the day to send & time to send.

Monthly is designed to keep it simple and send on the first day of the month. You can still choose the time. The first email digest will be sent on the 1st day of the next month, and on the 1st day each month thereafter.

Quarterly is designed to keep it simple and send on the first day of each standard calendar quarter. You can still choose the time. The first email digest will be sent on the 1st day of the next standard calendar quarter, and on the 1st day of every 3rd month thereafter. e.g. a digest created on the 3rd February 2023 will trigger its first digest send on the 1st April 2023, and then on the 1st July, 1st Sep, 1st Jan, and so on.

Timezone

Choose which timezone the time represents. All recipients are sent the digest at the same time. This setting simply enables you to choose which timezone the time corresponds to. For example, a digest configure to send at 10am in GMT+10 timezone (e.g. Brisbane, Australia), will send at 10am for recipients based in Brisbane; but will send at 4pm the previous day for recipients based in San Francisco UTC-7.

Step 3: Preview

Enables you to see a preview of what the digest will look like. Note that the preview is based on the data on the current date, as if the digest was sent at the time you are previewing. So the data & dates will change depending on the selected day of the digest sending.

Once you are happy with your digest design, select 'Finish & create digest'

Created digests will list in the 'Manage email digests' screen, where you can edit or delete a digest

Have further questions? Chat to us using the live chat to your right 👉 .

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