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 loose access to any survey data and will be migrated over to the new platform between January & March 2026.

This guide is intended to walk your 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 New Survey

1. From the Surveys page, click New Survey. Enter the 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 questionnaire 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, reminder(s) 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.