1. Winningtemp
  2. Surveys
  3. Pulse surveys

Setup a pulse survey

Updated

This article describes the setup flow for a Pulse survey. To set up a quarterly, four-monthly, bi-yearly, or yearly Periodic survey, see Set up a Periodic survey.

Note: Only System administrators and the support role can create pulse surveys. 
 

How to create a pulse survey 

  1. Click Employee surveys
  2. Click Surveys
  3. Click Create survey
  4. Select Pulse
  5. Decide on the following survey settings
     
Start date

The first mailing date for your survey.
Frequency How often would you like to send this survey to the employees?
Mailing weekday

The weekday on which your employees receive the survey.
Response window  Choose how long the survey should stay open. The survey stays open until midnight on the last day.
Delay mailings for new employees You can delay pulse surveys for new employees using our Onboarding survey. Learn more: What is an Onboarding survey? 
Number of questions per mailing Based on the settings, the system will suggest a recommended survey length.

 

Questions

  1. Click on Questions
  2. Choose which questions and categories to include in the mailing
  3. Click on a question to edit the translation
  4. Activate all the questions you want to include in the survey
  5. Do you want to add custom questions to the survey? Read more: Add custom questions to the pulse survey.


Subject line

  1. Click on the Subject line.
  2. You can write a custom subject line for the survey or use predefined suggestions. Another option is to use the survey's first question as the subject line. Please don't hesitate to add any translations needed in your organisation. 

More information: How can I make the subject line more personal?

 

Can I edit the questions?

Yes. We recommend making only minor changes to the question and avoiding changes that alter its nature. Sometimes you may need to rephrase a question, for example, remove the word "leader" from the question: "Do you feel that you get support from your immediate manager/leader at XX when you need it"?

 

Ready to launch the survey?

  1. If you want to preview the mailing before it goes live, you can click Send test mailing.
  2. Otherwise, click Launch survey.
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