Creating Custom Pulse Survey Question Sets

You can create your own question sets to customize the content, number, category, and order of questions in surveys.

User Permissions Needed: Account Administrator

Overview

By default, the Client and Team Pulse surveys include one or two questions from each category (happiness, collaboration, and confidence), ordered randomly. You can create your own question sets to customize the content, number, category, and order of questions in surveys. 

Once an Account Administrator creates a question set at the account-level, project managers can go into a project’s Pulse Settings and configure scheduled surveys to use a particular question set.

To access Question Sets, hover over Pulse in the left navigation, then select Client Pulse Settings or Team Pulse Settings.

How to Add Custom Question Sets

1. In the left navigation, hover over Pulse, then select Client Pulse Settings or Team Pulse Settings. This will determine which side of the project the question set is for.
2. Select Add Question Set to the upper-right of the Question Sets table.
   
3. In the Create Question Set modal that opens, enter a Question Set Name.
   Note: This name is for administrative purposes only and appears in the project Pulse Settings. This name does not appear in the actual surveys that get sent out.
   Tip: Enter a descriptive and unique name to clarify which survey type the question set is best suited for and to avoid confusion with other question sets.
4. Select a Survey Type—Project Start, Recurring Date / Task Completion, or Project End.
5. Configure Question #1:
   • Select the Category of the question: Happiness, Confidence, or Collaboration.
   • In the Select Question drop-down menu, select a specific question or select Randomly Selected Question to choose a random question when the survey is sent. Only active questions that match the selected survey type and category are available to select.
6. Select Add Question to add another question. Up to 10 questions can be added to a question set. Note that the number of questions and the order of the questions you configure here is exactly what will appear in the sent surveys.
   Tip: To ensure higher response rates and comprehensive Pulse results, we recommend creating short question sets and selecting a variety of question categories.
7. To remove a question from the question set, select the Remove (“   ”) icon to the upper-right of the question.
8. When you have finished adding all questions, select Save.

Next steps:

In the Pulse Schedule section of Pulse Settings within projects, update the Question Set for individual scheduled surveys.