Who can use Pulses?
Local admins and global admins can create Pulses.
All users can receive and respond to Pulses.
Wondering what a Pulse is? Click here for an overview.
Before using this guide, make sure you have added the relevant stakeholders to your engagement.
This guide covers:
1. Navigate to create a Pulse
You can set up a Pulse from Engagements page. You can navigate to the Engagements page from the navigation pane on the left hand side.
Find the Engagement you want to set up a Pulse for and click into it.
Navigate to the Pulse screen in the Engagement.
Click the blue Create Pulse button.
2. Select a Pulse Template and launch pulse
Select the Pulse you’d like to use by clicking the blue Use template button.
Click the blue Launch Pulse button on the left hand side.
You will need to specify the Engagement you are using the Pulse for and the persona/s you want to receive these questions. Once ready, click the blue Send Now button to launch the Pulse!
Tip! You can always launch different Pulses for different personas if the questions you want to ask differ between personas (e.g., you have specific questions for Vendor Management vs Primary Users).
Once the Pulse goes out, recipients will automatically be nudged every 3 days to respond.
Learn more
Viewing Pulse results
Once the Pulse closes, you will be able to view the Pulse results, generate reports, and use Ask AI to uncover insights into questions that you have.