Push Messages and Pulse Surveys allow customers to provide employees with direct, crucial employee information and gather in the moment feedback on a frequent basis from employees.
When scheduling a Push Message or Pulse Survey, customers have the ability to utilize Distribution Lists, Teams or Slack Channels or a CSV File of specific email addresses for more targeted audiences.
Here are the steps for scheduling and sending a Push Message or Pulse Survey in the Customer Portal utilizing a CSV File of email addresses as the Recipients.
For a Push Message:
1. Click on Push Message on the left toolbar
2. Click the CREATE button on the top right corner
3. Select Date and Time for the Message to be sent
4. Either select from a Distribution List, Slack Channel or Upload CSV File
5. To utilize a CSV File as the recipients for your message, drag and drop the desired CSV
File with ONLY email addresses into the shaded box then click on NEXT
6. Select from the provided Push Message Templates OR create a new, blank message
and click NEXT
7. Create your Push Message or make any applicable updates to the template that has
been selected and click NEXT
8. You can review your Push Message details including Date and Time, selected Recipients
and Message and either select SCHEDULE or BACK to make any changes
The CSV File being utilized for Recipients is considered a one-time use file and will not be
stored within the MeBeBot Customer Portal for future use.
To schedule and send a Pulse Survey:
1. Click on Survey on the left toolbar
2. Click the CREATE button on the top right corner
3. Select Date and Time for the Survey to be sent
4. Either select from a Distribution List, Slack Channel or Upload CSV File
5. To utilize a CSV File as the recipients for your Survey, drag and drop the desired CSV
6. Select from the provided Survey Templates OR create a new, blank Survey Statement
and click NEXT
7. Create your Pulse Survey Question or make any applicable updates to the template that
has been selected
8. Add up to 6 Response Options and click NEXT
9. You can review your Pulse Survey details including Date and Time, selected Recipients
and Survey and either select SCHEDULE or BACK to make any changes
Once your Push Message or Pulse Survey has been sent, you will receive an email notification
which provides details on the Sent Date, Title of the Recipients File, Successful Deliveries,
Failed Groups or Individuals.
File with ONLY email addresses into the shaded box then click on NEX
8. You can review your Push Message details including Date and Time, selected Recipients