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Managing Pulse Surveys

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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.

Overview tab with pulses generated to the left

Survey Builder

Qtip: Edits to one survey will not impact any other surveys. If you want to edit the questions, appearance, or functionality of all of your surveys, go to Survey Template.

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.

Survey builder

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

Qtip: Edits to one survey’s participants will not impact the entire pulse program’s participants. If you want to edit the participants of all of your surveys, go to Program participants and Sampling settings.

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.

Participants tab

Messages

Qtip: Edits to one survey’s messages will not impact any other surveys’ messages. If you want to edit the messages of all of your surveys, go to Schedule and Content.

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.

Edit dropdown next to scheduled message

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.

Qtip: There is no way to download all of the data from all pulse surveys at once. To export data from the entire program, export for each project individually.

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.

Qtip: For pulse programs, Text iQ is accessed through your pulse dashboards. Go to your pulse dashboard settings to use Text iQ.
Qtip: For pulse programs, Stats iQ is not available. If you want to use Stats iQ, upload your pulse data to an imported data project.

FAQs