Step 2

Set defaults and enroll select group of users to gather feedback

Go to the app's Home tab and in the "Admin Settings" section click the "Set Defaults" button. 

In the pop-up dialog that appears, setup default values for any or all of the settings in Step 1. This makes it easier on your users as they get a digest already configured which they can further personalize as they wish.

Next, select "Enable individual user sign-up". This allows users in your workspace to go to the Xpertly app and sign-up simply by entering their email address. 
Finally, click on the "Share Xpertly" button to craft a custom message to your users to sign up for Xpertly.
You can post this directly to specific users whom you want to test Xpertly with or in a specific channel. We recommend a mix of active and inactive users so you can see who values Xpertly's digest more

Sample text to use in message:

Hi all! We have a new app for users to more easily find and contribute to relevant discussions. Xpertly Engage app sends you an email digest of discussions personalized to your specific interests.

Click on the button below to setup the free Xpertly app with your topics of interest and follow specific community users. Xpertly will deliver via email a summary of relevant discussions at a time and frequency of your choosing.

💡 Pro tip: for your reference, this pop-up screen also has a link to the Xpertly Home tab, in case you want to use this link in emails to your users (as might be the case in new user onboarding emails). Scroll below the "Share with channels" section.

Users will see your message as posted below and will click the "Sign-up for Xpertly" button, which will take them directly to the Home tab of Xpertly Engage app.

When a user signs-up you'll see a notification from Slackbot alerting you so you can gauge adoption.

What your users will see

When users click the "Sign-up for Xpertly" button above, they will go to the Home tab of Xpertly's Slack app. There they will see a screen to sign-up with an email account where they'll receive their email digest:

Once signed-up the Home tab will refresh and now they'll see settings to personalize their email digest - topics of interest, people to follow, channels to exclude, preferred digest delivery format (email, Slack, or both) and digest delivery time and frequency.

When users sign up, either individually or automatically, their digest will be setup with the defaults the admin chose. They can then personalize the digest further by going to their settings in the Xpertly app.

Continue to Step 3 on the next tab

Step 3

Enroll all users in Xpertly automatically

In the Admin Settings section, select the option for "Enable auto-enroll". 

You'll see a confirmation dialog explaining that all active and inactive users (but not guest accounts or deactivated accounts) in your workspace will be enrolled in Xpertly using the defaults you specified earlier. Also, new users joining the workspace will automatically be enrolled in Xpertly as well.

We recommend a weekly rather than daily digest delivery so that users are not inundated with Xpertly before they appreciate its value. And we recommend you notify users before kicking off auto-enrollment so they know to expect the digest from Xpertly. Below is a template you can use:

Subject: New Weekly Email! Customized Community summaries w/ Xpertly
Body: Hey [name], Ever felt like you’re missing out on great conversations on important topics? 🥳 Or maybe just a bit overwhelmed by all the conversations taking place in our Community?

We’re excited to announce a new feature!! We now have a new app on Slack that will let you instantly customize daily or weekly summary emails, sending insights right to your inbox with links back to those conversations.

You’ll now be receiving a weekly summary email from an app called Xpertly about what’s happening in the Community. Keep an eye out for it in your inbox on <day>.

Check out our Slack post here to customize it!

You can always unsubscribe from those emails but we encourage you to customize the keywords so it’s sending the most useful content right to your inbox.

Let us know if you have any questions!

You can also share this video of how to get the most out of Xpertly with your users.

Once your users get their digest they can easily personalize it to their interests and delivery time preferences. Xpertly automatically sends an email 15 days after users enroll in Xpertly to remind them to personalize their digest.

💡 Pro tip: be sure to also set the email digest sender name and Reply-to address. This ensures your users see a familiar name in their inbox as they may not recognize the sending email address of engage@xpertly.ai. And setting the reply-to address makes it easy for your users to send you feedback just by replying to the email.

Finally, please contact team@xpertly.ai to setup weekly reports on email sends, opens, and clicks so you can track engagement of your users on Xpertly.

What your users will see

If you've enabled the email digest option, users will get the email digest at time and frequency you've set for them. They can then personalize it as they wish.

If you've selected the Slack digest delivery option, either by itself or in addition to the email digest option, your users will get a similar digest delivered via Xpertly's app in Slack (in the Messages tab). They can personalize the digest as they wish.