Pulse Survey Quickstart Guide

This guide will show you how to setup a pulse survey with Polly in Slack

What is a pulse survey?

A pulse or a remote check-in survey is a powerful method of engaging your team by allowing them to provide their thoughts and feedback on a topic of your choice. These are typically sent out at a set interval throughout the year. This allows organizations to continuously gauge employee sentiment and see opinion trends thus being able to take action quickly where required resulting in a positive feedback loop.

How to create a pulse or recurring polly

Creating from Slack:

To create a pulse survey from within Slack: 

1. In Slack, from the left navigation menu click on Polly under Apps.
2. Click on the Create a Polly button.
3. From the creation modal that pops up, click on the Pulse Survey button.
   
   
   
4. You will be presented with one of our pre-filled pulse survey templates. Feel free to make it your own by editing the existing questions or adding your own.
5. Click on the three dots next to any question to edit it, change it's order, duplicate or delete it.
   
   
   
   
   
6. For multiple choice question types you get the additional settings to allow respondents to add their own choices and/or vote for multiple options.
7. After you have finalized your questions, click on the Confirm Questions button.
8. On the next screen you can set a Title for the survey and an optional message for your team. This modal also allows you to set anonymity settings and results visibility options.
9. Under the Choose audience field you can do any of the following:
   1. Put in a channel name
   2. Put in multiple channel names
   3. Type in individual team member names

10. Scheduling: Click on the schedule button to set a publishing schedule. This allows you to set a publishing date, time, frequency and closing period.

11. Once you are ready, click Submit. Your Pulse survey will be sent to your audience.