Build a Pulse Survey Set (Administrators)

Pulse Surveys in Inspire are sent on a repetitive schedule. This article describes the process of creating and managing Pulse Survey Sets.

Navigate to the Administration module. 

Within the Surveys section, expand Management and select Pulse.

Adding a Pulse Survey Set

On the Pulse Survey Sets page, select +Add Pulse Survey Set.

Enter a Title and optional Description.

Schedule the survey cadence by setting the:

• Basis: Select Monthly or Weekly to determine the frequency of your surveys.
• Send every: Select the desired number of weeks or months in between surveys. 
• If you are scheduling weekly surveys:
  • on: Select the day of the week you would like to send the survey. 
  • on or after: Select the initial start date of your survey cadence.
• If you are scheduling monthly surveys:
  • on the: Select the week of the month. 
  • day: Select the day of the week for your cadence.
  • starting in: Select the month to start your survey cadence.
• to this group: By default, surveys in the set will be sent to all users. If you would like to only send them to a specific group, select the group from the drop-down menu. Click here for information on creating groups.
  

Select +Add Survey to add survey(s) created in Survey Setup to the pulse set. 

Within the modal, select the survey(s) to add to the set. 

Select +Add to confirm the selection.

Use the Preview (magnifying glass), Delete (trash can), and Reorder (up/down arrows) to manage the survey list, as needed.

Save the survey set.

When ready, activate the pulse survey set by toggling the Inactive toggle to Active at the top right of the page.

Managing Survey Sets

From the main Pulse Surveys Page, use the Status switches to control Active/Inactive status of each survey set. Use the Edit (pencil) to modify an existing survey set and Delete (trash can) to remove a survey set.