Build a Pulse Survey Set (Administrators)

Creating a Pulse Survey

To create a Pulse Survey:

1. Navigate to Administration > Surveys > Management > Survey Setup
2. Select Add Survey
3. Enter a Survey Title and optional Description
4. Set the Survey Category to Pulse
5. Select a Response Scale

Response Scale

• Select the desired scale from the Response Scale drop down

Building the Survey

After selecting your response scale, you can begin building your survey by adding sections and questions.

Add Sections

• Select Add Section
• Enter a Section Title

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Add Questions

Within each section:

• Select Add Question
• Enter the following details:
  • Question: The main question text
  • Alias for Reporting: (Optional) Used for reporting and analytics
  • Question Description: (Optional) Additional context for the user

Once your survey is created and saved, the next step is to schedule and distribute it using a Pulse Survey Set.

From the left navigation menu, go to Surveys > Management > Pulse

• Configure Pulse Survey Set

  Enter the details for your survey set:

  • Title: Enter a name for the survey set
  • Description: (Optional) Add context or purpose

  Set Survey Cadence

  Define how often the survey will be sent:

  • Basis: Select Weekly or Monthly
  • Send every: Choose the frequency
  • On / Day: Select the day surveys will be sent
  • To this group: Select the audience (defaults to All users)

  If scheduling weekly:

  • On: Select the day of the week to send the survey.
  • On or after: Select the start date.

  If scheduling monthly:

  • On the: Select the week of the month.
  • Day: Select the day of the week.
  • Starting in: Select the start month.

• Select Audience

  • To this group:
    By default, surveys are sent to all users.
    To limit distribution, select a specific group from the drop down.

  👉 Refer to group creation documentation for more details.

  . Click here for information on creating groups.

• Schedule Surveys

  1. Select + Add Survey to include surveys created in Survey Setup.
  2. In the modal, select one or more surveys.
  3. Click + Add to confirm.
  
  

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.

Save and Activate

1. Click Save to store the survey set.
2. When ready, toggle the status from Inactive to Active (top right).

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Manage Existing Survey Sets

From the main Pulse Surveys page:

• Use the Status toggle to activate or deactivate a survey set
• Select the Edit (pencil) icon to modify a set
• Select the Delete (trash can) icon to remove a set

Pulse Survey Sets allow administrators to automate recurring surveys, control audience targeting, and ensure consistent measurement over time. 

If you have any questions, please contact support@inspiresoftware.com