In this article
Researchers reviewing Inbox, Sent and Draft messages
1. When researchers log in to Digital Diaries and navigate to the Messages page, they will experience the new page layout.
2. The Inbox tab will be opened by default, but you can switch to the Sent and Drafts tabs via the horizontal menu at the top.
Note: Any number of unread or drafted (unsent) messages will be flagged with a red badge on the horizontal tab menu.
3. On the Inbox and Sent tabs, researchers will find the following components:
List of Messages section – Containing previews of each message.
Each preview includes the sender/recipient’s screen name and avatar image, the subject line, the time of receipt or sent (based on the user’s timezone) and an icon that indicates if the message has any attachments.
The list is paginated, displaying 5 messages on a page.
Any unread messages will be indicated with a green dot on the left.
Full message preview – Where users can read the whole message.
This section includes: the subject line, sender/recipient’s screen name and avatar image, a list of all recipients/sender, a timestamp of when the message was received/sent and the message body.
Attachments list – if any attachments were included with the message, they will be listed right next to the list of all recipients/sender. Clicking on an attachment from the list will prompt the user to save the image on their device.
Reply, Reply All and Mark as Unread controls.
4. On the Drafts tab, in addition to all components from the Inbox and Sent tabs, researchers will find:
Status Label – indicating the current status of a draft message. The following statuses can be valid for each message:
Draft – indicating that a newly composed message has been saved as a draft. Users can resume composing and then send out the message.
Scheduled – indicating that a message was composed and was scheduled to be sent out later. Users can resume composing a Scheduled message, if they want to make any changes up until it is sent out.
Sending – indicating that a message is currently in the process of being sent out.
Error – indicating that a message was not sent out successfully for some reason.
Remove and Resume Composing buttons:
Remove button allows the users to delete a saved draft message, a scheduled message or an errored message.
Resume Composing button allows the users to make changes to a message that was saved as draft, scheduled to go out later or had an error.
5. On any of the Inbox, Sent and Drafts tabs, researchers can use the Search functionality to look for specific words or phrases in the messages’ subject or body.
Once users click on the Search icon (magnifier), they will see a search bar expanding to the left, allowing them to start typing in.
After users type in at least 2 characters, they will see the search results on the list of Inbox, Sent or Drafts messages respectively.
If the text string that users inserted don’t match with anything in a message, we should display a generic “No search results found” message.
6. On any of the Inbox, Sent and Drafts tabs, researchers can use the Filter functionality to narrow down the list of messages, based on certain criteria.
Once users click on the Filter icon (funnel), they will see a menu with 4 option groups, appearing on the left.
Users will be able to filter by the recipient or sender names, the read status of the message, or the date the message was sent/received.
When users select a filter from the option groups, they can click on the Apply button to have it applied on the messages list. They will also see a filter chip appearing on the filtering bar as a confirmation.
Users will be able to combine multiple filters to further narrow down the list of messages they see on the Inbox, Sent or Drafts tab.
If users want to remove the filtering, they can use the Clear all button that appears at the bottom of the filtering menu on the left.
Researchers composing and sending new messages
1. When researchers navigate to the Messages page, they will see a big green “New Message” button at the top right corner. Clicking on the button will direct them to the New Message page.
2. On the New Message page, researchers will find the following components:
Send to section – providing a preview of the selected participant and researcher recipients for the new message.
Message Subject – allowing users to type in the subject of their message (limited to 256 characters).
Message Body - allowing users to type in the body of their message (limited to 10000 characters).
Attachments Drop area – allowing users to attach files to the message by dropping them on the area or clicking on Browse to select them.
Users can attach image files only - JPEG or PNG, up to 10MB in size.
Attachments Drop-down List – providing a preview of the attached images.
Users can remove individual attachments from the list, if needed.
Saving Status – providing a confirmation of whether the changes they made have been saved as a draft. Saving status can be: Changes made, Saving or Saved.
Close and Send Message buttons:
Clicking on the Close button will prompt the user if they want to keep the draft or discard it.
Clicking on the Send Message button will allow users to choose from sending the message right away or schedule it to be sent later. Once a message is sent, any drafts of that message will be removed.
Researchers can select the message recipients via the Manage Recipients button (located in the Send to section).
3. Select Participants – allowing users to select from all participants in the project (except the ones with Disabled status).
Users can search in screen names and filter by Segment, Gender, Profile Field, Participant Status and Time Zone, when selecting their participant recipients.
Users can select the participant recipients one at a time or select all, using the check box at the top right corner.
4. Select Researchers – allowing users to select from all researchers in the project.
Users can search in screen names, when selecting their researcher recipients.
Participants won’t have visibility on the other researchers that were copied on the message, but all researcher recipients will receive the new message in their Inbox.
5. Researchers can select only participants or only researchers or both, but they need to select at least one recipient from both user groups, before sending a message.
6. When Researchers clicking on the Send Message button and choose the Schedule Send option, they will see a prompt with the following components:
Calendar area – allowing users to select the date at which the message will be sent out.
Send time - allowing users to select the time at which the message will be sent out.
Cancel and Schedule buttons - allowing users to cancel the scheduling (directing the users to the previous screen) or confirm the scheduling (saving the message as draft in the Scheduled status).
Note: Scheduled messages will be sent out in the recipients' local timezones. Depending on the timezone, some recipients might receive the message before others. Once the message is sent out to the first recipients (based on their timezone), it will acquire the Sending status indicating that a message is currently in the process of being sent out. Although this message will still appear on the Drafts tab (until it’s sent out to all recipients), researchers won’t be able to make changes to it anymore (via the Resume Composing button).