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Setting Up a Quick Pulse Survey

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Melanie O'Neill Rivera
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Once you have installed the Quick Pulse Surveys plugin, you can start creating surveys to gather valuable employee insights. Use quick pulse surveys to check in with your users on their wellbeing or to monitor the success and acceptance of new policies or processes.

Creating a Quick Pulse Survey

  1. In the Experience Studio, navigate to Quick Pulse Surveys. 
  2. Click Create Survey.
    The dialog to create a new quick pulse survey opens.
    Create_Survey.png
  3. Provide a title for the survey. 
  4. Click Create Survey.
    The survey configuration page opens. 
    Survey_config.png
  5. Provide the Survey Question.
  6. Optionally, provide Rating Instructions.
  7. Click Save Question.

Scheduling a Quick Pulse Survey

When scheduling the quick pulse survey, you can choose between:

  • A one-time survey 
  • A recurring survey

A one-time survey provides a snapshot of one given moment, whereas with a recurring survey, you can compare data on a specific question over time. 

Scheduling a One-Time Survey

Once you have created a quick pulse survey, choose when and for how long this survey will be available to your users. 

  1. In the Experience Studio, navigate to the survey you want to schedule. 
  2. Under Schedule in the side menu, select One-time.
    One-time_Survey.png
  3. Provide the start date and time for the quick pulse survey.
    Once a quick pulse survey is live, it can no longer be edited.
  4. Provide the end date and time for the quick pulse survey.
  5. Click Schedule.
    You have scheduled the quick pulse survey. Users will receive a notification once the survey is published. Once the survey ends, it will automatically be unpublished.
    Once a one-time survey has ended, it cannot be reopened.

Scheduling a Recurring Survey 

Once you have created a quick pulse survey, choose when and for how long this survey will be available to your users, as well as how often the survey will repeat.

  1. In the Experience Studio, navigate to the survey you want to schedule. 
  2. Under Schedule in the side menu, select Recurring.
    Recurring_survey.png
  3. Provide the publish date and time for the first survey.
    Once a quick pulse survey is live, it can no longer be edited. 
  4. Select the frequency with which you want the survey to repeat from the dropdown menu.
  5. Under Survey Duration, select how long you want users to be able to access and answer the survey.
  6. Click Schedule.
    You have scheduled the quick pulse survey. Users will receive a notification each time a new survey becomes available. 

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