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 Pulse Survey, customers have the ability to utilize Distribution Lists, MS Teams or Slack Public Channels or a CSV File of specific email addresses for more targeted audiences.


**Here is a quick video demonstration of the Pulse Survey Feature: https://youtu.be/UhOIWyZGOGo


Here are the steps for crafting, scheduling and sending a Pulse Survey in the MeBeBot portal:



1. Select Surveys in the left toolbar


2. Select the CREATE icon in the top right corner


3. Select from the provided Pulse Survey Templates OR create a new survey




4. Create your Pulse Survey Question or make any applicable updates to the template that has been selected


5. Add up to 6 Response Options and click NEXT



6. Set the Delivery Options for the Survey to be sent


  • Select the date and time for the survey to be sent and start
  • Select the date and time for the survey to close and stop collecting responses


7. Either select from a Distribution List, MS Teams/Slack Public Channel or Upload CSV File 


  • To utilize a MS Teams/Slack Public Channel select the name of the channel from the drop-down field. You can select more than one channel at a time.
  • 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 NEXT. 
  • Note: The CSV File being utilized for Recipients is considered a one-time use file and will not be stored within the MeBeBot Portal for future use.
  • Only enable test run if you wish to test the deliverability of the survey to be sent. This means the survey will only confirm how many people from your audience would have received the survey if it had been actually sent out. This will NOT send the survey to the selected audience. 


8. When complete select 

  • Save as Draft to return to finish and schedule the survey at a later time, 
  • Back to write or edit the survey content
  • Next to continue to schedule your survey to send.



9. You can review your Pulse Survey details including Date and Time, selected Recipients

and Survey and either select SCHEDULE, Save as Draft, or BACK to make any changes


10. Once your 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. 



11. Once the Survey has Closed, the results can be easily viewed and analyzed as responses are collected real time. To view the analytics, select the Graph icon next to the Sent Survey. Here you can view, download or print the Question Asked, the dates that the Survey was active for, the Recipients and Responses.