This article is intended for administrators. If you want to learn more about access profiles, click here.
In order to perform a pulse survey, first we need to create a questionnaire for it. See the step-by-step guide below.
Now follow the step-by-step guide below.
Step 01
Go to Settings > Questionnaires.
Step 02
To create a new questionnaire for the pulse survey, click on + create pulse questionnaire.
Step 03
Next, a pop-up screen will appear with the options: Create Pulse Survey from scratch or Engagement Pulse Questions.
Create Pulse Survey from scratch: If you select this option, you will be able to create your questions as you wish, and in addition, you will also have access to a question bank with 100 questions divided into 10 categories, and you can select as many as you want and add them to your survey;
Engagement Pulse Questions: If you select this option, you will get a questionnaire template for an engagement pulse survey, including all 100 questions from the question bank. Even though the survey is ready to run, you can make changes if you want (edit, delete, or add questions, for example).
Step 04
By selecting the Create Pulse Survey from scratch option, the questionnaire creation screen will open. Follow these instructions to set it up:
1 - Questionnaire name: Add a name for your pulse survey questionnaire;
2 - Add question: Here, you can create your own custom question. You can create a question from scratch or select questions from our question bank. If you click “Add question”, a new configuration box will open, as shown in the image below.
3 - Category: Choose the question category. The category acts as a grouping, just like for other survey types;
4 - Question: Type the question you intend to ask. For pulse surveys, only questions with affirmative answers are allowed;
For pulse surveys, questions must always be in the "positive affirmation" format, as shown in the image above. The reason for this is that the survey results will calculate an overall engagement average and by area, which will have, for example, a scale of 0 to 5, 0 meaning the "worst score" and 5 meaning the "best score". For this average to be consistent with the opinion ruler, which goes from "Strongly disagree" to "Strongly agree", the statement must be positive, since "Strongly disagree" will also be the "worst score" and "Strongly agree" will be the "best score".
5 - Question description: If you want, you can make a description for your question;
6 - Ruler: In the pulse survey, there is only the option of opinion scale-type questions with scales 1-4, 1-5 or 1-7;
You can only use 01 scale type per survey, since the pulse average is based on questions with the same scale.
Once the questionnaire is linked to a survey that already has at least 1 answer entered, you can't change the "Ruler Point Scale" field.
7 - Ruler points: You can change the text of the ruler, just double-click on the desired point;
8 - Preview: You can see how your ruler turned out.
9 - Justification: Choose whether you want the respondent to justify the answer. NOTE - If you check the justification option, the field becomes mandatory for users when answering the survey;
10 - Active Question: Enable or disable the question. If it is disabled, it will not be displayed when the survey is running.
There is a difference between disabling a question and deleting a question. If you just disable a question, it will not appear in the survey, and even if you have already run a survey with it active, the information will not be lost, and you can access the answers and also reactivate the question whenever you want. But if you delete a question, the information about it and all its answers will be deleted as well, and you will not be able to access them again.
NOTE: Now, you can also duplicate a question or delete it quickly by clicking on the buttons at the bottom right of the box.
Step 05
As mentioned above, in order to create a new question, you can create a question from scratch, duplicate your already configured questions and edit them, or select a question from our question bank.
You will have 100 different questions available, divided into 10 categories between (Engagement, Psychological Safety, Personal Growth, Alignment, Feedback, Ambassadorship, Happiness, Relationship, Innovation Management, and Satisfaction). If you want to search for the wanted questions faster, you can filter by categories by selecting here:
To add a question to your survey, click the + button next to the question:
When you add it, the question will appear filled in next to it automatically, and a warning that it is already in use will appear next to it in the question bank, as shown in the image:
Step 06
Once you have created or selected your questions, all you have to do is activate your questionnaire, if you want it to be available already, and then save it.
NOTE - If it is necessary to make any changes to the questionnaire, our advice is to always create a new one, as well as a new survey, so as not to change the reports with results.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!