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Creating a Pulse

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About Pulses

If you want to gather targeted employee feedback on a regularly scheduled basis, you can use a pulse. Pulses are valuable to Human Resources and senior management as a way to get ongoing employee feedback on everything from trust in leadership, to significant company events (like mergers or acquisitions), to the general employee experience. From there, you can piece together trends over time and take action on developmental areas.

Once you set up a pulse, it runs itself. Pulses can run on a cadence of your choosing. You don’t have to worry about survey fatigue with more frequent pulses, either, thanks to the pulse’s unique participant sampling feature.

You can also make changes to your pulse as needed, adding one-off questions or changing the future wording of all subsequent pulses.

Now that you’ve got an idea of the pulse’s capabilities, let’s start setting one up.

Attention: This feature requires your brand to be on the updated backend infrastructure. Please fill out this survey to see if your brand is eligible. If your brand needs to be updated, a Brand Administrator can request your brand to be updated via this survey.

Creating a Pulse

Attention: You must create your pulse project and schedule surveys at least 5 days before you want your pulse to start to account for pulse creation and sampling operations.

Pulse in catalog

To create a pulse, go to the Catalog page and search “Pulse.” You will see a tile for “Pulse” under Projects from scratch.

Qtip: Pulse programs are available with EX Engagement Add-On or EX Foundational license.

Once you’ve created your pulse, you’ll be brought to the Overview tab. Here, you can click through and complete the following steps:

  1. Set a schedule
  2. Pick core questions, themes, and more
  3. Add invite and reminder messages
  4. Add participants
  5. Pick who you want to include in each survey
    Qtip: This step may or may not be optional based on the schedule you selected.
  6. Include core questions to set up a dashboard and see how it works (optional)
  7. Customize notification settings for all admins and collaborators in this program (optional)

See the linked sections to learn more about each step.

Scheduling a Pulse

Once you’ve finished all the steps to create your pulse, you can schedule your surveys.

When you’re ready, go to the Overview tab and select Schedule surveys.

Schedule surveys button in bottom-right of overview page

Once you click this button, your future pulse surveys and a dashboard will be generated to the Projects list on the left.

Overview tab with pulses generated to the left

Qtip: Learn more about managing these individual projects.
Qtip: Once you start your pulse, you will not be able to make edits to your schedule or sampling settings. You can only edit these settings after you stop the pulse.

Pulses will continue to send on the schedule you chose unless you manually stop them.

FAQs