What is an email digest?
An email digest is an automated and scheduled recurring email that is sent to selected recipients, containing metrics, themes and other data from a specific dashboard.
What can it be used for?
Email digests can be a useful way to keep specific individuals or teams informed about relevant topics, segments, or metrics. For example, if you have custom dashboards that filter data by product category, you could create a weekly digest for each dashboard and send it to the corresponding category manager. This would provide them with a regular at-a-glance and low-effort report on relevant data and insights.
How to create an email digest
🔒 To create an email digest you must be an Admin or Analyst user.
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 dates). This enables 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
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.
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!
If you have sentiment enabled on your project, this is a simple on/off. There are no further settings.
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:
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 custom segment sections by clicking "ADD SECTION" at the bottom of the Content tab:
Disabling a section
To disable a section, you can simply untick it for it to be removed from the email digest.
Step 2: Preview
This 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. Depending on the size of your dataset, the real-data preview may take some time to load.
Step 3: Settings
This is where you configure the various settings of the email digest such as the subject line of the email, recipients, send frequency, and more. Details of each setting are outlined below.
The subject line that will display on the email in your recipients inbox.
This will display in the email digest. This can be used to provide more context for what data is within the digest.
Enter an email and select 'Add recipient' or hit Enter on your keyboard.
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
Choose between weekly, fortnightly, monthly or quarterly. The email digest will send once a week, two weeks, month, or three months respectively.
Weekly & fortnightly is allows fine-tune 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.
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.
Manage your digests
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 👉 .