Getting your Pulse survey set up is quick and easy,  follow below to get your Pulse ready to launch.

Set Up:

Step 1: Navigate to the Admin Panel and click on Pulse from the left sidebar

Step 2:  Set up your questions, we recommend the Lattice engagement questions or you can create your own. 

Step 3: Select the cadence for how your employees will be surveyed

  • Choose the frequency
  • Set your question limit

Step 4: Select the proper channels to reach your employees. From this same screen you will also be able to select notifications settings. 

Step 5: Select the Pulse survey admins, anonymity threshold, and launch date 

Step 6: "Data Check" here you will be able to see user attributes and any information to segment your Pulse survey. You can learn more about the data check here.

Step 7: "Verify" view a summary of the settings and configurations of your pulse. This will include the time when your Pulse will launch. Select "Done" to launch      


Step 8: Once you have selected "Done" you will see a confirmation screen with the launch date of your Pulse survey

 Selecting "What to Expect" will redirect to you to our Help Center FAQ. 

Questions? Feel free to reach out to our support team at [email protected]  or by clicking on the chat icon located on the bottom right of your screen.   

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