Jotform Digest Email
Case Study

Jotform Digest Email
Case Study

Role

Senior Product Designer

Team

5 people

Timeline

October 2023 — April 2023



Introduction

First introduced in 2018, Jotform Digest Emails allows users to receive a summary of their form submissions at chosen intervals—daily, weekly, or monthly. While form notifications provided real-time updates, frequent submissions often led to notification overload, making it difficult for users to track their data efficiently.

The goal was to reduce notification fatigue while keeping users informed by delivering concise, well-structured summaries. Responsible for the UX, UI, and interaction design, designed Digest Emails to ensure users could personalize their summaries by selecting specific forms, fields, and even adding charts for better data visualization.

Challenges

• How might users avoid feeling overwhelmed by frequent form notifications?
• How might submission data be summarized in a clear and actionable format?
• How might digest emails be customizable to fit different user needs?
  • How might we modernize Report Builder’s interface while maintaining ease of use
  • How might we enable users to share reports dynamically instead of relying on static downloads?
  • How might we streamline report creation to make it more efficient and customizable?
  • How might we modernize Report Builder’s interface while maintaining ease of use
  • How might we enable users to share reports dynamically instead of relying on static downloads?
  • How might we streamline report creation to make it more efficient and customizable?
Digest Email — Create Flow

Solution & Design Process

Designed Digest Emails as a structured summary of form submissions, allowing users to stay updated without excessive notifications. Key design decisions included:

• Flexible scheduling with daily, weekly, or monthly digest options.
• Multi-form support to consolidate data into a single email.
• A scannable layout highlighting key trends and metrics.
• Customization options for selecting forms, fields, charts, and subject lines.
• Recipient management with limits based on the user’s plan.

Throughout the design process, focused on making digest emails concise, visually clear, and easy to configure, ensuring they provided value without overwhelming users.
Digest Email — Builder
Digest Email — Settings
Digest Email — Content Types
Digest Email — Modals
Form Builder — Digest Email Listing

Results & Impact

+20K

Digest emails created

+300K

Send emails

+4M

Saved emails
Since launch, Digest Emails have helped users streamline their workflow and reduce notification fatigue while staying informed. Key outcomes include:
• Thousands of users adopted Digest Emails within the first months of release.
• A significant reduction in email overload, improving user engagement with submission data.
• Positive feedback from users who found digest emails easier to scan and act upon compared to individual notifications.

By providing summarized, customizable, and scheduled email updates, Jotform Digest Emails has improved how users track their form submissions, making data management more efficient and stress-free.
This update resulted in:
• A modern and improved user experience while retaining essential features.
• Optimized print and sharing workflows.
• A shift from a static reporting tool to a fully interactive presentation platform.
• Automated report generation, allowing users to save time and work more efficiently.
• The ability to present directly within Jotform, eliminating the need for external tools.
• Live data support, ensuring that shared reports always reflect the latest updates.
• Enhanced collaboration and sharing capabilities, making team workflows more efficient.

This process highlighted the importance of user feedback and an iterative design approach. By evolving based on user needs, Jotform Report Builder became a fast, flexible, and scalable solution, aligned with Jotform’s overall product philosophy.
This update resulted in:
• A modern and improved user experience while retaining essential features.
• Optimized print and sharing workflows.
• A shift from a static reporting tool to a fully interactive presentation platform.
• Automated report generation, allowing users to save time and work more efficiently.
• The ability to present directly within Jotform, eliminating the need for external tools.
• Live data support, ensuring that shared reports always reflect the latest updates.
• Enhanced collaboration and sharing capabilities, making team workflows more efficient.

This process highlighted the importance of user feedback and an iterative design approach. By evolving based on user needs, Jotform Report Builder became a fast, flexible, and scalable solution, aligned with Jotform’s overall product philosophy.
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