Dashboard messages are messages delivered within PEER. The messages appear at the top of aPEER participants' dashboards, as shown in the image below.

Dashboard%20Message.png

A PEER participant's dashboard is the place in your PEER portal where participants come to learn about new activities and surveys. Participants start and resume activities on their dashboard. The dashboard is also the place where participants receive dashboard messages.

Every PEER portal comes with three "default" dashboard messages that appear at different times during a participant's PEER experience. These defaults are:

  • "Welcome Message": Appears the first time the participant logs into PEER and accesses their dashboard. By default the message disappears for subsequent logins.
  • "Keep Going" Message: Appears any time there is an activity on the dashboard for a participant to complete.
  • "Thank You" Message: Appears when there are no activities left on the dashboard for the participant.

You can customize all of these messages for your PEER portal by opening up the "Dashboard Messages" section of your portal menu in PEER for Research:

Dashboard%20Message%20Menu.png

NOTE: After clicking on the "Dashboard Messages" link in your portal menu you might see a page that says "My Surveys" on it. If this happens to you please refresh the page.

Once in the dashboard messages admin, you'll see the three default dashboard messages listed as shown:

Dashboard%20Message%20Admin.png

You can edit the content of these messages as you like - simply click on the message name of the message you wish to edit. You'll pull up an editor like the one shown below.

Dashboard%20Message%20Editor.png

The three default messages all have variants enabled. If your community is making use of the variants feature and you edit the default messages please be sure to edit all five different versions!

Need a refresher on variants? PEER portals allow participants to enter data for themselves, or on behalf of someone else. Because different types of content might be needed depending on who it is that's entering data for whom, PEER has a variants feature: you can create different versions of survey questions or dashboard messages based on information like the participant's relationship to the account holder (is the participant the account holder or is the account holder entering information on behalf of someone else?), and in cases where the participant is not the account holder, the participant's living/deceased status and the participant's pronouns.

The variants currently available are:

  • Myself (participant = account holder)
  • He/him/his, living (participant ≠ account holder)
  • She/her/hers, living (participant ≠ account holder)
  • He/him/his, deceased (participant ≠ account holder)
  • She/her/hers, deceased (participant ≠ account holder)

Addition of they/them/their variants is in our product roadmap.

You can also use the dashboard message admin to create custom dashboard messages. Custom messages can be assigned to participants by adding an "Add Message" command within a survey.