Launch Your First FeedbackPulse Survey
Surveys are the fastest way to hear from your team. Use them for weekly pulse checks, eNPS, engagement measurement, onboarding feedback or exit interviews. Pick a template, choose who takes part and how they get it, set reminders and a schedule, then launch.
Before you start
Section titled “Before you start”- You need the Admin or Manager permission to create and launch surveys. Managers can only send surveys to their direct reports.
- Team members should be invited to your organization before you add them as recipients.
- To send survey invitations and reminders in Slack as well as by email, connect Slack first.
How to launch a survey
Section titled “How to launch a survey”The survey wizard has six steps: Select Template, Basic Info, Distribution, Reminders, Scheduling and Review. From the Distribution step onward you can select Save draft & exit and come back later.
Step 1: Select a template
Section titled “Step 1: Select a template”- Select Surveys in the left menu, then New Survey
- Choose a template from the list
Or start from the Templates page: open Templates, find the template you want and select Use template. The wizard then opens at Basic Info with the template already chosen. See Survey Templates for the built-in templates and how to create your own.
Step 2: Basic Info
Section titled “Step 2: Basic Info”- Survey Name: required. Appears in the invitation and on the results page. It is pre-filled with the template name.
- Description: optional context shown to recipients before they begin.
- Make responses anonymous: hides who said what. Only combined results are shown. The default comes from the template:
| Template | Anonymous by default |
|---|---|
| Weekly Pulse Check, Employee Net Promoter Score, Annual Employee Engagement, Leadership Effectiveness | On |
| 30-Day Onboarding Feedback, Exit Interview, templates you create yourself | Off |
- Focus Mode: shows one question at a time with a progress bar and Previous/Next buttons. Useful on longer surveys, where it reduces drop-off. Respondents can switch to a single-page view at any time. Only admins can change this setting.
Step 3: Distribution and recipients
Section titled “Step 3: Distribution and recipients”First choose how people get the survey:
| Option | How it works | Best for |
|---|---|---|
| Personal invitations | Each employee gets their own link by email, with optional Slack messages | Office and remote teams with email |
| Shared link | One link for any device. Employees open it and enter their Employee ID | Frontline teams on a shared tablet, phone or kiosk, with no email or account needed |
When Slack is connected, a Slack messages toggle appears so this survey also sends invitations and reminders in Slack. Email still sends.
Then choose who takes part. Search by name, use Filters (department, employment type, role level, tenure and more), pick a whole team, or select Select all to include everyone. With a search or filter active, the button reads Select matching and adds only the people shown.
Shared-link surveys have two extra rules: recipients must be active employees with an Employee ID, and the survey runs once (no repeating schedule and no reminders step).
Step 4: Reminders
Section titled “Step 4: Reminders”FeedbackPulse sends a Default reminder 3 days after launch to anyone who has not responded yet. To replace it with your own sequence, select Customize reminders. For each reminder you can set:
| Setting | Options |
|---|---|
| Send relative to | Survey launch (hours after) or Survey close (hours before, needs a close date) |
| Offset | How many hours before or after |
| Message | Subject, Greeting, Body and Button label, with variables such as recipient name, survey title, due date and days remaining |
| Preview | Shows the reminder as an Email and as a Slack message. Slack trims messages over 320 characters |
Select Add reminder for more. You can have up to four. Only admins can change the reminder wording. Managers send the default message with their own timing.
Step 5: Scheduling
Section titled “Step 5: Scheduling”Under When should this survey launch? choose one of three options:
| Option | What happens |
|---|---|
| After confirmation | Invitations go out as soon as you confirm on the Review step. Pick how long the survey stays open: 1, 2 or 3 weeks, a date of your own, or Keep open until closed |
| Schedule once | Set a Launch date & time and a Close date & time for a single send |
| Repeat | Set up a repeating program, for example every 5 weeks on a Thursday |
For a repeating program you choose:
- Repeats: Weekly, Monthly, Quarterly or Annually, and the interval, for example Every 5 weeks on Thursday
- First send: only dates that fit the pattern can be picked
- Duration & close: each send stays open Until next send, or for a Custom number of days
- Ends: After a number of sends, On a date, or Never
The What happens after you confirm panel on the right shows the exact launch, reminders, close and upcoming sends, in the survey’s time zone. See Survey Scheduling Time Zones for how that time zone is chosen.
Step 6: Review and launch
Section titled “Step 6: Review and launch”The Review Survey step lists the template, name, settings, recipients, delivery channels, reminders and schedule. Use Edit on any section to go back.
When everything looks right, select Launch Survey. If you chose a later launch time or a repeating program, the button reads Schedule Survey instead.
What happens after launch
Section titled “What happens after launch”| Launch option | What you see |
|---|---|
| After confirmation | Survey Launched Successfully! Invitation emails go out within 5 minutes |
| Schedule once or Repeat | Survey Scheduled Successfully! Invitations send at the confirmed schedule |
| Shared link | Your survey is ready to share, with the link, Show QR code and Download QR |
Responses appear on the survey’s Results page as they come in, and you get an email when the survey completes. The survey shows as Scheduled until its launch time, Active while it accepts responses, Completed once every recipient has responded, and Expired after the close date.
Rules and constraints
Section titled “Rules and constraints”- Admins and managers can create and launch surveys. Managers can only choose their direct reports and templates visible to them.
- Anonymous surveys need at least 3 recipients.
- Personal invitations need a valid email address. Shared-link surveys need an Employee ID instead. Terminated employees are excluded automatically.
- Shared-link surveys cannot repeat and have no reminders step.
- Up to four reminders per survey. Only admins can edit the reminder wording or turn Focus Mode on and off.
- Your plan sets how many active and scheduled surveys can run at the same time.
Frequently asked questions
Section titled “Frequently asked questions”Q: Can I send a survey to my whole company at once? A: Yes. On the Distribution step, select Select all with no search or filter active.
Q: Can I add recipients or send an extra reminder after launch? A: Yes. Open the survey to add recipients (they get an invitation straight away) or to select Send Reminder to Pending Recipients. Automatic reminders are unaffected.
Q: What if I need to close the survey early? A: Open the survey and close it. Responses already submitted are kept, and nobody else can respond.
Q: Can I reopen a survey after it has ended? A: No. Results stay visible on the Results page. To collect more responses, create a new survey from the same template.
Q: Who is shown as the survey contact? A: The person who created it. A teammate with the Admin or Manager permission can create a survey from their own login to be the contact.