Create Worker Surveys with Pulse
This clickable walkthrough will take you through the process of creating worker or applicant surveys in Pulse as an administrator
Click to STart
Begin by adding a + Create pulse check on the Pulse Checks screen
In this scenario, we'll have a worker receive an SMS pulse check survey created in Communicate. We'll begin by using the product as an Administrator to create the survey
Try it out! Fountain Pulse
First, we need to type a name for the survey. Click the Pulse check Name box
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Click Create
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Now we need to select the build method. You can choose to build with AI, by selecting a previously created template, use an NPS Survey question, or from scratch. Let's build one from scratch.
Click Create from scratch
LEARN MORE ABOUT THESE OPTIONS
Back
Click the box to type an introductory message for the worker.
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Click Shorten.
Awesome! That looks pretty great but we could probably make it a bit shorter.
Back
Much better. Now we have some choices to make for the survey landing page. We can anonymize the results, give a duration nudge, give a social proof nudge, or include notice or policy content.
LEARN MORE ABOUT THESE OPTIONS
Click the toggles to turn on the Duration nudge and Social proof nudge.
Back
Great! Now we need to add questions to the survey. We can add open questions, choices, boolean, or scored questions.
LEARN MORE ABOUT THESE OPTIONS
Let's add a Boolean question to start.
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Click to enter a question.
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When crafting a question, you'll select a theme and decide if it is an optional question. Themes allow you to categorize your checks. You may select “Edit” to add or remove Themes, as well as to view their usage across other pulse checks. This question will be part of the Onboarding Theme and will be a required question. You can also select various answer types depending on the question type selected. For this question, we've selected a Thumbs Up/Down response.
Let's add another question. Click the Add button.
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Click Score to add a scored questoin type.
RESTART
Click to fill in the question.
Back
You can see for this question, we've selected Emojis and also added this question to the Onboarding Theme.
Click to scroll.
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Click the Save as button at any time during the pulse check creation process to save as a new template or as a draft. Please note, Pulse will auto save your progress while you work!
Now we can add a survey conclusion. Click the Conclusion box.
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Click to add the pulse check concusion.
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Great! We're ready to set up collection! Click the Collect button.
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We need to select Segments of workers to send this pulse check to. Segments must be created before you create your pulse check.
LEARN MORE ABOUT Creating Segments
Click the Segments box.
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Now we will select the collection cadence. You can send it in one shot, over time, or when triggered by something happening in the worker's life cycle such as hitting a milestone.
Let's send this pulse check in One Shot.
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Great! The last step is decide whether we are sending this pulse check via email, SMS, or both. There will be default messages for both delivery methods but you can click the edit icon to customize the message.
Click the toggles to send via email and SMS.
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Click to scroll down.
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Click Activate.
At the bottom, you can see summary of which Segments the pulse check will be sent to, how often, and via which delivery methods.
Back
We can activate the pulse check now or schedule it for later. Click Activate now.
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Click Activate.
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Please note, once your pulse check is active, you cannot add workers or change the segment it is sent to!
Click Confirm.
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Awesome job! You just sent an Onboarding Complete pulse check to 37 workers.
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Now, let's see how this looks for the worker.
Back
Back
Back
Back
Back
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Great work! You've created a survey with Pulse!
SEe pulse analytics
RESTART
Question Type Options
- Open Question: Allows the worker to enter a freeform typed answer.
- Choices: Provides the worker a series of selectable answer choices.
- Boolean: Provides the worker Yes/No, True/False, or Thumbs Up/Thumbs Down answers to choose from.
- Score: The worker will from a 5-point scoring system such as emojis or stars.
Pulse Analytics
Review the Pulse Dashboard to see pulse check performance over time including completion rate, completion per length, sentiment analysis, risk of churn, and your top performers!
Build Method Options
- Build with AI: Create your survey by responding to targeted questions, allowing Pulse's AI to process the information and create a comprehensive survey which can then be adjusted.
- Select a template: Explore a collection of pre-designed templates created by Fountain. You can also save surveys you create as a template to use in the future via the Create from scratch option.
- NPS survey: Create a Net Promoter Score survey. This option will use a single question with asks the receiver how likely they are to recommend your product or service to others on a scale from 0 to 10.
- Create from scratch: Create your survey via a blank slate. This option includes various tools to craft custom questions and incorporate different response formats, including boolean, numerical scores, open-ended questions, and more.
Advanced Survey Options
- Anonymize the results: Turning this toggle on will hide the worker's identity when completing the survey. Please note, if this toggle is turned on you will not be able to prompt workers who have not yet responded.
- Duration nudge: Turning this toggle on will display an estimated time required to complete the survey to the worker. 1 minute is added per question. For example, if your survey has 4 questions, the estimated time to complete will be 4 minutes.
- Social proof nudge: Turning this toggle on will show the worker he number of colleagues (in the same Segment) who have already completed the survey encouraging them to also complete it.
- Notice or Policy content: Turning this toggle on gives you an additional text box to add a notice or policy which will be visible to the worker. For example, you may add a note about the survey being anonomys (if you are using Anonymize the results) or a note with a contact where the worker can reach out to address concerns or provide more feedback.
Pulse Walkthrough
Fountain Education
Created on August 6, 2024
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Transcript
Create Worker Surveys with Pulse
This clickable walkthrough will take you through the process of creating worker or applicant surveys in Pulse as an administrator
Click to STart
Begin by adding a + Create pulse check on the Pulse Checks screen
In this scenario, we'll have a worker receive an SMS pulse check survey created in Communicate. We'll begin by using the product as an Administrator to create the survey
Try it out! Fountain Pulse
First, we need to type a name for the survey. Click the Pulse check Name box
Back
Click Create
Back
Now we need to select the build method. You can choose to build with AI, by selecting a previously created template, use an NPS Survey question, or from scratch. Let's build one from scratch.
Click Create from scratch
LEARN MORE ABOUT THESE OPTIONS
Back
Click the box to type an introductory message for the worker.
Back
Click Shorten.
Awesome! That looks pretty great but we could probably make it a bit shorter.
Back
Much better. Now we have some choices to make for the survey landing page. We can anonymize the results, give a duration nudge, give a social proof nudge, or include notice or policy content.
LEARN MORE ABOUT THESE OPTIONS
Click the toggles to turn on the Duration nudge and Social proof nudge.
Back
Great! Now we need to add questions to the survey. We can add open questions, choices, boolean, or scored questions.
LEARN MORE ABOUT THESE OPTIONS
Let's add a Boolean question to start.
Back
Click to enter a question.
Back
When crafting a question, you'll select a theme and decide if it is an optional question. Themes allow you to categorize your checks. You may select “Edit” to add or remove Themes, as well as to view their usage across other pulse checks. This question will be part of the Onboarding Theme and will be a required question. You can also select various answer types depending on the question type selected. For this question, we've selected a Thumbs Up/Down response.
Let's add another question. Click the Add button.
Back
Click Score to add a scored questoin type.
RESTART
Click to fill in the question.
Back
You can see for this question, we've selected Emojis and also added this question to the Onboarding Theme.
Click to scroll.
Back
Click the Save as button at any time during the pulse check creation process to save as a new template or as a draft. Please note, Pulse will auto save your progress while you work!
Now we can add a survey conclusion. Click the Conclusion box.
Back
Click to add the pulse check concusion.
Back
Great! We're ready to set up collection! Click the Collect button.
Back
We need to select Segments of workers to send this pulse check to. Segments must be created before you create your pulse check.
LEARN MORE ABOUT Creating Segments
Click the Segments box.
Back
Now we will select the collection cadence. You can send it in one shot, over time, or when triggered by something happening in the worker's life cycle such as hitting a milestone.
Let's send this pulse check in One Shot.
Back
Great! The last step is decide whether we are sending this pulse check via email, SMS, or both. There will be default messages for both delivery methods but you can click the edit icon to customize the message.
Click the toggles to send via email and SMS.
Back
Click to scroll down.
Back
Click Activate.
At the bottom, you can see summary of which Segments the pulse check will be sent to, how often, and via which delivery methods.
Back
We can activate the pulse check now or schedule it for later. Click Activate now.
Back
Click Activate.
Back
Please note, once your pulse check is active, you cannot add workers or change the segment it is sent to!
Click Confirm.
Back
Awesome job! You just sent an Onboarding Complete pulse check to 37 workers.
Back
Now, let's see how this looks for the worker.
Back
Back
Back
Back
Back
Back
Great work! You've created a survey with Pulse!
SEe pulse analytics
RESTART
Question Type Options
Pulse Analytics
Review the Pulse Dashboard to see pulse check performance over time including completion rate, completion per length, sentiment analysis, risk of churn, and your top performers!
Build Method Options
Advanced Survey Options