Gain extra insight from your communication recipients through Employee Email Pulse Surveys. When sending out emails, there may be a chance to gather feedback from your recipients in relation to the content of your message. 

Prerequisites

For  need to have Administrator rights.

In This Article

• Inserting Pulse Surveys
• Styles of Pulse Surveys
• Customizing your Surveys
• Additional Customization Options for Surveys

Inserting Pulse Surveys

You can insert a pulse survey in just a matter of seconds!

You can choose to set up Pulse Surveys within multi-section or single section blocks:

1. Choose your block
2. Drag the Survey element into the section of your choice

Styles of Pulse Surveys

When you're looking to include a Pulse Survey within your email, there will be a few different choices for different Styles of Surveys:

Customizing Your Surveys

Customizing your pulse surveys allows you to tailor the survey to the exact content and message you want to convey.

Learning about different customization options

Padding

 

Padding: Adjust the spacing around the survey within your email. These values can be individually changed or can be changed collectively in increments of 5px by using the  and  buttons.

Survey Title

 

Survey Title: This is required. The title is used for viewing within your Email metrics and won't be publicly visible.

Survey Style

 

Survey Style: Choose between the above-mentioned types of surveys, each of which has varying options for how you'd like your recipients to react.

Feedback Page

 

Feedback Page:  You can allow recipients to write comments after responding to the survey to gather more feedback. Note that users have the option to anonymize their feedback.

Survey Size

 

Survey Size: Adjust the size of your survey's voting buttons within the email. This can range from 1px-50px. 

Additional Customization Options for Surveys

Outside of the options that are readily presented to you when adding the survey to your email, some additional branding can be used to further customize your surveys.

Prerequisite

You need Administrator rights to customize the branding.

Navigation

Access the survey customization page:

1. On the Settings page, click Branding.
2. Click Survey Feedback.

Brand Logo

Customize your brand logo:

1. Click Upload and select your logo.
2. Select your Logo Orientation.

Once you have updated your logo, it automatically displays on your survey pages.

Using a logo file that is a .png with a transparent background will produce the best result. A .opng file should be available through a branding and asset guide or directly from your marketing department.

In many cases, your organization's logo can also be easily found with a search engine. Using some advanced search options, you can restrict a search to primarily find .png images with a transparent background.

Messaging

You can customize both your Feedback Messaging and your Thank You Messaging: 

1. 1. Click into Feedback Messaging or Thank You Messaging.
   2. Update your messaging.
   3. Click Preview to see your messaging.

How Users Can Provide Feedback

Users can provide their names and email addresses or anonymize their feedback.