Managing Pulse Surveys
About Managing Pulse Program Surveys
The pulse program will automatically send surveys on a regular basis. You can independently access each of these surveys to give them unique questions or look at their data. This page explains how to manage the individual surveys in your pulse program.
All surveys can be found in the program’s Project list. Upcoming surveys will be created 30 days before they’re distributed to provide adequate time for any necessary ad-hoc changes. The date of distribution will be in the survey name.
Survey Builder
In the Survey tab, you can make edits to your survey’s questions, functionality, appearance, and translations. Any changes that you make to this survey will only apply to this specific survey.
This can be a great way to add one-off questions. For example, if your company is experiencing a merger or acquisition, you can ask questions specific to that event that won’t need to be asked again in future pulses.
A pulse’s survey builder works just like it does in any other project. See Features Available in Pulse Surveys.
Participants
The participants in each survey project will be populated automatically 3 days before that project’s distribution date. Participants will come from the pulse program’s sampling settings. If no sampling has been added, all of the pulse participants will be added to the survey.
If there is a need to create a specific sample earlier than 3 days before survey start, you can use the generate a sample functionality located in the Participants tab of pulse projects. The generate a sample functionality allows you to generate the sample for your pulse project earlier so that you can review and make any necessary updates.
Otherwise, you can use the Participants tab to add one-off participants by importing a file.
You can also export the participants of this specific survey. This can be helpful when trying to narrow down who was sampled for each survey.
Messages
When you enter the Messages tab, you’ll see the distribution (and reminder if applicable) that is planned for this survey. The message will be based on the message template you set for the program. However, if you’d like to edit this message specifically for this survey, click the dropdown, and click Edit.
Data & Analysis
The Data & Analysis tab lets you browse, filter, and clean your response data. This tab is where you can export data from your survey.
Otherwise, this Data & Analysis tab works just like in the survey platform. See Recorded Responses for more functionality. Additional data analysis features can be found in the support site’s menu on the left under Data.