Getting Started: Create and Launch Your First Pulse Survey

TalentMap is excited to announce our new survey design and deployment tool will be available early 2026. Please note: existing clients will not lose access to any survey data and will be migrated over to the new platform between January & March 2026.

This guide is intended to walk you through the complete workflow from creating the questionnaire to receiving responses.

If you have any questions in the meantime, please don't hesitate to contact your project manager or email [email protected].

Create Survey

1. From the Surveys page, click New Survey. Enter a survey title and click OK. Note: for existing clients, your past surveys will appear on this page.

1. Click Add Question from the Design Survey page. At the top of the page, you can add a logo, title and description of the survey. To select your first question, select the dropdown below question title.

COMING SOON: Survey templates and questionnaire library will be added in Q1 2026.

1. When working with question types, you will see different options in the right hand column for text, rules etc. In this example, columns are being added to a single-select matrix question.

1. Continue adding pages and questions. Pro Tip: It's much faster to copy and paste questions already worked through from a Word, Google Doc or Excel file. As you get more comfortable with the tool, there are also additional survey settings to quickly access pages, reorder pages, add thank you messages etc.

Preview Survey

Preview lets you view the surveys as the participant would.

1. Click the device icon to change the device to a phone or tablet. The survey experience is always responsive.

2. At the bottom of the page, quickly flip through the survey pages.

Schedule Survey

1. Click Create Schedule in the left column. Choose from an editable TalentMap email template, complete with reminders and thank you messaging, or click Create New. Pro Tip: It is much quicker to customize a TalentMap template and save it as your own for future use.

1. The scheduler page is setup with two important sections:

   1. The left column shows the number of emails (initial, reminders and thank you). You can add as many reminders as required. Each email will show the number of participants that are queued (ready to be sent) and sent.

   2. On the right side, the Design page is where you can customize the exact email communication. Click the Stats tab to see a complete history of queued, sent and bounced emails.

1. Click Schedule in the Initial Invite to set a date and time for an email to go out. Compass uses UTC time. Click this LINK to calculate your time zone.

1. Add remaining scheduled times to reminder emails. Additional reminders can be added, re-ordered, or deleted incase your campaign changes. Thank you emails do not need to be scheduled as they are sent automatically when a participant completes the survey.

Upload Participants

1. Before going to the participants page, you will want to have the Participant Information File ready in CSV format.

2. Click Participants then Import. Drag and drop or click Attach file, then click OK. If the system finds errors in the file, you will see an error message with the cells that need to be fixed.

1. Once participants are uploaded, you can make in-line edits, search, delete and resend individual email invites to participants.

1. If you click on Schedule survey, you will see the participant list has been queued. The Stats tab will show all email activity including an emails that will bounce if sent. Pro Tip: Go to the stats page after uploading your participant file to see if any emails will bounce.

Response Rates

1. Once the surveys goes live, you can monitor response rates in real time. Click Reports, then Response Rate. For more information on filtering and exporting response rate data, please see Monitor Response Rates.