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(lightbulb)  All of the logic functionality for 'Send a Conditional Message' event can also be done using 'Add Logic' event types.  Use whichever event is more intuitive to you when configuring participant feedback messaging! 

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What are the 'Send a Conditional Message' use cases? 

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  1. Typically, you should build the event that the 'Send a Conditional Message' event is going to look at prior to building the 'Send a Conditional Message'. 
    1. Example 1: if you want to send a message based on step count from the previous day, first build the 'Fitbit daily steps' event.  
    2. Example 2: if you want to send a reminder to a participant to complete their midpoint survey, first build the 'Midpoint survey' event.

  2. In From the Manage Study drop-down, select 'Study Arms' in the left sidebar navigation. Then select 'event Manage Event Schedule' for the arm where you want to add the 'Send a Conditional Message' event. 
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  3. Click the blue 'Add + New event' button and select 'Send a Conditional Message' type.
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  4. Determine the event that the 'Send a Conditional Message' event logic should look at.
    1. (lightbulb) Tips: 
      1. Want to send a survey reminder? Choose 'event's completion and/or compliance'
      2. Want to send a message if the participant met their goal the previous day?  Choose 'event's completion and/or compliance'
      3. Want to send a message based on a participant's previous answer to a survey question? Choose 'participant's answer to a Qualtrics survey question'
      4. Want send a message about a participant's weekly point balance? Choose 'point balance, game level, or team leader status'
      5. Want to send an alert to project staff about participant non adherence?  Choose 'event's completion and/or compliance'


  5. Name the event.
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  6. Indicate when the event should begin and any repeats. 
    1. (green star)See typical windows and repeats in the examples below!
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  7. Click the blue 'Define Logic' button to set up the logic criteria for the messaging. 
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'Send a Conditional Message' Use Case Examples:

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  1. First, build the 'Daily steps' event that the 'Send a Conditional Message'  is going to look at. Build any feedback into the Daily Steps event.  (See Typical 'Collect Data' Event for more details!)
    1. For this example, the participant will be marked as compliant if they walked over 7,000 steps that day. 
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  2. Now we are ready to build our 'Send a Conditional Message' event! (See adding new event above)
    1. (lightbulb) Tip! For a 'Send a Conditional Message' event that sends daily messages, there are a couple of points to keep in mind
      1. Generally, the event begins 1 day after the event that it's looking at. So here, the 'daily steps' event begins on Day 0, the 'Send a Conditional Message' event should start on Day 1. 
      2. For daily messaging, we usually recommend scheduling it for 11 am
      3. Daily feedback should repeat for the length of the intervention.  
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  3. Once you define your new 'Send a Conditional Message', you are ready to build the messaging logic! In this example, we want to send a participant a message for 2 scenarios:
    1. They met the goal of 7000 steps the previous day
    2. They didn't meet the goal of 7000 steps the previous day 

  4. Click the 'Define Logic' button.  Once on the logic page, select (specify earlier events)'Specify Condition'.
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  5. Select 'Previous Event's Compliance' and the Daily Step Count' event for the 'Send a Message Event' to look at.  Then enter the event criteria. For message 1 (they met the goal), enter the following: 
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  6. Select 'Send Message' will already display for the 'Then' criteria.  Type   Select the recepient and type the notification into the message box, including any variables listed below and the notification preference. 
    1. This will allow you to send the message only to those who met the goal of 7000 steps the previous day. 
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  7. For those who didn't meet the goal of 7,000 steps, you want to send a different message.  Set this up as a new 'If Select Condition', and this time leave the compliance box blankan 'Otherwise' criteria
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  8. (lightbulb) Tip! Want to send a different message for those who did not send any step count data? 
    1. Set up a new Logic Set.  
    2. Select 'Previous event's completion' and the 'Daily Step Count' 
    3. Leave the 'Then' consequence blank and set up message as an 'Otherwise' consequence. 
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Example 2: Send a survey reminder

  1.  First, build the 'End of Midpoint Study Survey' event that the 'Send a Message Event' is going to look at. Build any logic into the survey event.  (See Survey event for more details!)
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  2. Now we are ready to build our 'Send a Conditional Message' event! (See adding new event above) 
    1. (lightbulb) Tip! For a ''Send a Conditional Message' event that sends survey reminders, there are a couple of points to keep in mind
      1. Start sending the reminders a few days after the survey opens.  In this example, the survey opens on Day 30 15 so the reminders start on Day 3317
      2. Set up repeats on the event- either daily or weekly.  
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  3. Once you add your new 'Send a Conditional Message' event, you are ready to build logic! Click 'Define Logic'. For survey reminders, we only want to send a participant a message if the DID NOT complete the End of Study Survey.

  4. Click the 'Define Logic' button.  Once Once on the new page, select (specify earlier events)'Previous Event's Completion'.
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  5. Select 'End of Midpoint Study Survey' for the 'Send a Conditional Message' event logic to look at.  And enter the following completion criteria. 
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    1. (warning) Be sure to change the event logic to look at open events as the survey event is still open!!

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  6. (warning) IMPORTANT: For the next step, be sure to leave the 'Then' criteria blank.  Instead select 'Add a consequence' to the 'Otherwise' criteria, and select 'Message'
    1. Why? We only want to send the reminder to those who did not complete the survey, not those who did.  With this set up, once a participant completes the survey, they will stop receiving reminders.
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  7. Click the 'Save Feedback' button. 

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