Pulse Survey Messaging Configuration

Engaging with employees through timely messages is crucial for a successful pulse survey. Let's dive into configuring your Pulse Survey messages.

Accessing Configuration:

• To get started, navigate to the Configuration section by following this path: Surveys > Create > Configure. 
• Under the Messaging tab, you'll find all the emails related to the survey.

Email Notifications

You'll find three types of emails:

• Survey Reminder: A notification reminding employees to participate in the Pulse Survey.
• Report Ready: Managers receive a notification when the survey report is ready for analysis
• Invite to Take Survey: A notification inviting employees to participate in the survey.

Customize Email Preferences:

• You can choose to include or exclude each email type using the toggle button. 
• To test an email configuration, click the Test button, enter the desired email address, and hit Send to preview a sample email before finalizing your settings.

Survey Reminder Scheduling

• For the Survey Reminder email, you have the option to set up a schedule.

• Click the "Add Schedule" option, input the number of days, and decide if you want a single reminder or periodic one before or after the survey cut-off date from the respective dropdowns. 
• Create a new reminder by selecting the Add Reminder button and don’t forget to Save your settings.

Make sure your Pulse Survey messaging matches your communication strategy to boost participation and insights to the max.

If you need a hand along the way, our support team is always here, so don’t hesitate to reach out. Happy thriving!