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This section provides step-by-step instructions on how to create engagement checks for a Pathway.
What are Engagement Checks?
Engagement Checks are tracking-based rules that can be used to configure onward personalised communications depending on a patient’s engagement with single or multiple pieces of content delivered via a pathway.
STEP 1: Navigate to Pathway
Select the Pathway drop-down menu option from the menu panel on the left-hand side. Select a pathway and click on it.
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STEP 2: Create a new Engagement Check
Under the “Engagement Checks” card, click on the “+ Add Engagement Check” button on the top right corner of the card to start creating an engagement check.
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STEP 3: Select Content Items
Select one or more content items whose engagement (by the patient in the mobile app) you wish to check for onward communications by clicking on the “+ Add content“ button.
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Click the next arrow to proceed.
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STEP 4: Select Check Type
Selecting a Check Type determines which type of patient’s engagement with the chosen Content Item(s) is a pass (success) condition to execute onward personalised communications configured in “STEP 6: Choose Action”. There are 3 Check Types -
All Content Items have been engaged with:
If the Check Type has been set to ‘All Content Items have been engaged with’, then the PEP Health app user must engage with all of the selected Content Item(s) at least once for the engagement check to pass.
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At least N selected Content Items have been engaged with:
If the Check Type has been set to ‘At least N selected Content Items have been engaged with’ and you specify a minimum number of Content Item(s) (for example, N = 2) to be engaged with, then the engagement check would pass if the PEP Health app user engages with the at least the specified number of Content Item(s) or more, i.e., content items engaged with is >= 2.For example, if your Content Items are three different forms, and you specify “2” “1” in the field below (see screenshot), then, if any two one of the three forms are submitted (“engaged with“) at least once, the check to would pass.
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Zero Content Item has been engaged with:
If the Check Type has been set to ‘Zero Content Item has been engaged with’, then the PEP Health app user must have not engaged with any of the selected Content Item(s) even once for the engagement check to pass.
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Click the next arrow to proceed.
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STEP 5: Set Timing
Setting the Timing for engagement checks in this step refers to two things -
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Here, ‘Check engagement from’ and ‘Check engagement until’ are used to define the endpoints of performing an engagement check and executing the personalised onward communications. If a PEP Health an app user’s health journey is currently outside this time, the engagement check and the personalised onward communications configured in “STEP 6: Choose Action”, will be ignored.
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Entering a stage: Use a pathway stage or +/- time in relation to pathway stages as execution endpoints
The date of an Index Event: Use an index event date or +/- time in relation to index event dates as execution endpoints
The execution of a rule: Use a pathway rule execution or +/- time in relation to pathway rule executions as execution endpoints
The submission of a form: Use a form submission or +/- time in relation to orm submissions as execution endpoints
Click the next arrow to proceed.
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STEP 6: Choose Action
In this step, you can configure what action (personalised onward communications) needs to be taken once an engagement check passes. Below are the possible actions you can configure based on the engagement of a PEP Health an app user -
Feature a Document
Feature a Video
Feature a Form
Feature a Questionnaire
Feature a Task
Feature a Web Link (Website or Webform)
Send a Message
Send an Alert
Send a Reminder
Transition to next stage
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Click the next arrow to proceed.
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STEP 7: Set Occurrences
Occurrences determine the number of times the “STEP 6: Choose Action” will be triggered if a PEP Health an app user’s engagement with the selected content item (s) specified in “STEP 3: Select Content Items” matches the selected engagement check type “STEP 4: Select Check Type”, and is within the specified period/duration configured in “STEP 5: Set Timing”.
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Click the next arrow to proceed.
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STEP 8: Add Details
Add the key details for the engagement check starting with the “Name”.
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Next, add a “Description” for the engagement check and click the next arrow to proceed.
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STEP 9: Review
Review the details of the Engagement Check. Click on the back arrow to make changes after you review. Once you have confirmed the details, click the ‘Save’ iconto complete creating the new Engagement Check.
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