Engage Help Center
ENGAGE HELP CENTER
Response alerts
This guide will help you explore the possibilities of the project-level response alert functionality.
Engage platform allows the administrators to set up in-platform alerts about participant activity in the project.
The Response alerts can be applied to easily oversee the participants' status in the project, as well as warn the administrator when a set of pre-defined conditions have been fulfilled for the participant.
The Response alerts can be applied to easily oversee the participants' status in the project, as well as warn the administrator when a set of pre-defined conditions have been fulfilled for the participant.
Are you working with Activity-level response alerts?
Proceed to the section Activity-level response alerts.
Proceed to the section Activity-level response alerts.
Conditional Response alerts
Set up the Response alert and add conditions that will trigger the Response alert.
1. Add a condition or a group of conditions: add and populate as many conditions as needed for the Response alert. Build the condition:
- Activity: select one of the available activities.
- Type: select the data type to use in the condition.
answer equals: include answers of activity questions in the condition.
calculated answer: include calculated answer results in the condition.
Set up the Response alert and add conditions that will trigger the Response alert.
1. Add a condition or a group of conditions: add and populate as many conditions as needed for the Response alert. Build the condition:
- Activity: select one of the available activities.
- Type: select the data type to use in the condition.
answer equals: include answers of activity questions in the condition.
calculated answer: include calculated answer results in the condition.
Apply the vast options of the Engage Conditions builder.
Consult the Conditions builder page to learn how to construct various condition sets.
Consult the Conditions builder page to learn how to construct various condition sets.
2. Alert name: decide how to call the alert and choose the color of its tag.
3. Would you like to receive an email about this alert? Enable this boolean if you would like an email notification to be sent out each time a participant's activity submission triggers the alert. Insert additional details:
- Message/Describe next steps (optional): insert a short message or a description how to react to the Response alert that will be included in the email notification.
- Recipient: enter the email address of the recipient who should receive the Response alert. Use the button Add to add as many recipients as necessary.
3. Would you like to receive an email about this alert? Enable this boolean if you would like an email notification to be sent out each time a participant's activity submission triggers the alert. Insert additional details:
- Message/Describe next steps (optional): insert a short message or a description how to react to the Response alert that will be included in the email notification.
- Recipient: enter the email address of the recipient who should receive the Response alert. Use the button Add to add as many recipients as necessary.
4. Add linked questions for the participant answers view: link questions of any activity that are relevant to the Response alert and you would like to review together with the alert in each Participant's profile section.
5. Create alert: save the details of the Response alert.
Edit and delete Response alerts
All of the created Response alerts can be edited and deleted.
Edit a Response alert
Select the button Response alerts in the upper-right corner of the project Activities window. In the section Manage all of the created Response alerts will be displayed.
Choose the alert that needs to be edited and select the pencil icon located in the top-right corner of the specific alert.
All of the created Response alerts can be edited and deleted.
Edit a Response alert
Select the button Response alerts in the upper-right corner of the project Activities window. In the section Manage all of the created Response alerts will be displayed.
Choose the alert that needs to be edited and select the pencil icon located in the top-right corner of the specific alert.
Next, the Edit response alert window will be opened and it will be possible to make the necessary changes.
Delete a Response alert
From the Manage view of Response alerts choose the alert that needs to be deleted and select the recycle bin icon located in the top-right corner of the specific alert. Engage platform will request a confirmation that the alert should be permanently deleted.
From the Manage view of Response alerts choose the alert that needs to be deleted and select the recycle bin icon located in the top-right corner of the specific alert. Engage platform will request a confirmation that the alert should be permanently deleted.
Review Response alerts
The project-level Response alerts will light up in the Participants and Participant profile section of the project and will support easier overview of the participants' status.
The project-level Response alerts will light up in the Participants and Participant profile section of the project and will support easier overview of the participants' status.
The Participant's profile section will allow you to review the linked questions that have been added to the alert.
Export the Response alert information
The Response alert information will be included in the Excel or JSON export files of the activity results, as well.
The Excel export file will have as many additional columns as Response alerts created and each line (i.e., each unique participant response) for which all of the the Response alert conditions will have fulfilled will have the respective column filled with TRUE.
The Response alert information will be included in the Excel or JSON export files of the activity results, as well.
The Excel export file will have as many additional columns as Response alerts created and each line (i.e., each unique participant response) for which all of the the Response alert conditions will have fulfilled will have the respective column filled with TRUE.
The JSON export file will have the element response_alert_Alert[x]":true added to the section records of the participant's response. The name of the Response alert will be indicated in this element.
{
"survey_title":"Survey 1",
"start_date":false,
"end_date":false,
"survey_slug":"jyozmu",
"survey_access":"all",
"survey_visibility":"displayed on project's page",
"utc_exported_at":"2022-02-22 12:09:27",
"records":[
{
"sex":{
"answer":"Female",
"answer_value":"female",
"question":"Please indicate your biological sex.",
"question_value":"sex",
"type":"dropdown"
},
"relative":{
"answer":"Yes",
"answer_value":"yes",
"question":"Does a first degree relative of yours have or have had a breast cancer diagnosis?",
"question_value":"relative",
"type":"radiogroup"
},
"diagnosis":{
"answer":"Yes",
"answer_value":"yes",
"question":"Do you have or have had a breast cancer diagnosis?",
"question_value":"diagnosis",
"type":"radiogroup"
},
"person":1056,
"created_at":"2022-02-22T08:26:35.215230Z",
"response_alert_Alert1":true
}Refer to the Engage Help Center pages Export data and Export data in JSON format for more details on how to extract and read the submitted responses in a processing-friendly format - Excel or JSON.
Our team is ready to provide you assistance in any of the steps and would gladly guide you through the process.
Do not hesitate to contact us via support@longenesis.com if you have any questions or any help is required.
Do not hesitate to contact us via support@longenesis.com if you have any questions or any help is required.
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