Running regular surveys is a great way to stay in tune with your team’s sentiment and gather actionable feedback. Even without an Elevate subscription, your account includes access to our curated question banks so you can begin measuring employee engagement immediately.
With a limited subscription, you can run 4 surveys per year using our expert-backed templates. This article guides you through setting up these surveys and managing your annual limit.
Starting your survey
To begin, navigate to the Pulse Surveys tab on your Admin menu and click Create Survey.
Selecting participants
First, define who should receive the survey. You can choose to survey the Entire company or target specific groups by selecting certain Departments, Teams, or Locations.
Defining survey details
Name and Description: While "Monthly Pulse Survey" is the default, giving your survey a unique name helps employees identify the specific initiative. Use the Description field to share the purpose of the survey and how the data will be used.
Start date: You can launch the survey immediately or schedule it for a specific date and time in the future.
Frequency: Choose whether this is a one-time pulse or a repeating series (weekly, monthly, or quarterly).
Deadline: Set a window for responses (e.g., two weeks). This helps ensure you have a clean dataset to analyze before the next round begins.
End date: If you want a repeating survey to stop after a certain period, enter an end date. Otherwise, leave this blank to let it run indefinitely.
Tip: Enable the Avoid Weekends toggle to ensure notifications aren't sent on Saturdays or Sundays. If a survey is scheduled for a weekend, we’ll automatically hold it until Monday morning.
Choosing your questionnaire
With a limited subscription, you can choose from 3 curated question banks designed by organizational experts.
Browse the available templates in the Questionnaire section.
Click Preview to see the specific questions included in each bank.
Select the bank that best aligns with your current goals.
Note: The limited version uses standardized question sets to ensure data quality. To create custom questions or edit existing ones, an upgrade to the Elevate plan is required.
Notifications and Reminder
You can notify your employees via Email or Slack (if integrated). To help boost participation rates, you can also enable an automatic reminder to be sent seven days before the survey deadline.
Results: Unlocking the value of your data
Once your survey is live, the Report tab becomes your command center for understanding company culture. Data is most powerful when it drives conversation and visibility across the organization.
Visualize the big picture
As responses roll in, we automatically generate high-level visualizations. These charts help you quickly identify trends and high-performing areas in employee sentiment, giving you a clear birds-eye view of your company’s health.
Drill down with filters
Context helps you understand the nuances of your data. Use the Group by dropdown to slice your results by Department, Location, Gender or Team. This allows you to identify whether specific areas of the company have different needs or experiences than the organization as a whole.
Drive transparency by sharing
Sharing results is a key step in building a culture of trust. Use the Share button to grant viewing access to non-admin users.
Keep stakeholders informed: Easily give leadership or specific contributors access to the data.
Build Trust: Sharing high-level results with your team shows that you value their voice and are committed to being transparent with the feedback you receive.
Upgrading your plan
If you find you need more than 4 surveys per year or wish to build fully customized questionnaires, you can move to our Elevate plan at any time.
Unlimited Surveys: Remove the yearly cap and run as many pulses as you need.
Custom Questions: Build your own surveys from scratch or edit our templates.
To explore these features, visit our pricing page or reach out to us at [email protected]