Pulse surveys

A pulse survey is a short questionnaire sent to a chosen audience to gather feedback in real time. Use one to understand how people feel about a change, how the activation is landing, or where sentiment is shifting.

They are meant to be brief and repeated at intervals, so you can see movement rather than a single snapshot.

Building a survey

Creation moves through four tabs:

Build Survey — write the questions and set the survey title and its settings, including anonymity.

Schedule Delivery — set when the survey runs and for how long.

Targeting Options — choose who receives it. You can select users, select groups, or build a dynamic audience.

Preview — see the survey as a recipient will.

Question types

• Single select — one answer from a list

• Multi-select — several answers from a list

• Poll

• Rating slider — you set the scale range and the labels at each end

• Freeform text

You can also set whether an answer is required or optional.

Responder identity

Choose whether responses are anonymous or attributed.

Decide this before publishing. It changes how candid people are, and it cannot be reconsidered once responses start arriving.

Statuses

Draft — being built, not yet sent.

Published — published and scheduled to start on a future date.

Active — running and visible to its target audience.

Ended — reached its end date, or stopped early by an admin.

Getting useful results

A pulse survey is only worth running if the answers change something. Send it to an audience narrow enough that you can act on what comes back, and repeat it on a rhythm so you can compare.

Where a survey is anonymous, you see the responses without seeing who gave them — which is the trade you make for candor.

Pulse surveys and check-ins

A pulse survey is sent to an audience directly, independent of any content.

A check-in sits inside a trail or an action and asks about that particular piece of work. See Interactive forms.