Creating Pulse Survey Templates

Creating Pulse Survey Templates

Creating a Pulse Survey Template allows you to collect feedback from employees through quick, structured surveys. These templates define the questions, format, and scoring used to gather insights across your organization.

This article applies to HR Admins responsible for creating and managing pulse survey templates.

Jump to a section below to learn how to:

• Create a New Template 
• Section 
• Questions 
• Summary 
• Preview, Edit, and Archive Templates 
• Important Notes and Limitations 

Create a New Template

1. Click Pulse from the left navigation menu. 
2. Select Templates. 

3. Click Create Pulse Template. 

4. Configure the template fields. 

Template Fields

Template Name

• Internal name visible only to HR users 
• Use clear naming if creating multiple templates 

Description

• Optional internal description 
• Visible only to HR users when editing the template 

Section

Pulse surveys contain only one section for all questions.

1. Configure the section settings. 

Section Fields

Section Title

• Visible to employees during the survey 

Section Description

• Optional instructions displayed during the survey 
• Click + Question to begin adding questions. 

Questions

Questions collect responses from employees participating in the survey.

Add a Question

1. Click + Question within the section. 

2. Configure the question settings. 

Question Fields

Question Title

• The prompt participants will answer 

Question Description

• Optional instructions or additional context 

Question Type

Choose one:

Multiple Choice

• Select from predefined answers 
• Allows a single selection 

Text

• Open-ended response 

• Does not support scoring 

Label (Answer Options)

• Required for Multiple Choice questions 

Example:

• Always 
• Sometimes 
• Never 

Points

• Assign point values to each answer 

Example:

• Always → 10 
• Sometimes → 5 
• Never → 0 

Question Controls

Use the icons to:

• Copy a question 
• Move a question up or down 
• Delete a question 

Summary

The Template Summary provides a real-time overview of your pulse survey structure.

Section and Question Overview

• Displays all questions in the template 
• Click any question to jump directly to it for editing 
• Updates automatically when reordered 

Total Score Breakdown

• Displays total possible points when scoring is used 

Save Template

1. Click Save Template to save your progress. 

Save & Preview

1. Click Save & Preview to view the survey as participants will see it. 

Preview, Edit, and Archive Templates

All templates are managed from the Pulse → Templates page.

Edit

• Click Edit to update questions or settings 

Preview

• Click Preview to view the survey layout 

Duplicate

• Click Duplicate to create a copy of an existing template 

Archive

• Click Archive to remove a template from active use 
• Archived templates can be restored if needed 

Important Notes and Limitations

• Pulse surveys support only one section per template 
• Pulse survey responses are anonymous 
• Results are only visible once at least 6 responses have been submitted 
• Only HR Admins can view survey results 
• Scoring is recommended for multiple choice questions to generate graph-based reporting 
• Text-type questions do not support scoring