Getting Started: Create and Launch Your First Pulse Survey
Take a pulse survey from a blank questionnaire to live responses in one sitting. This page walks the full workflow: build the survey, preview it, schedule the emails, upload participants, and watch response rates come in.
If you have questions along the way, contact your project manager or email support@talentmap.com.
Create survey
From the Surveys page, click New Survey. Enter a survey title, either select a survey template, or Create New and click OK. Note: for existing clients, your past surveys appear on this page.
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.
When working with question types, you see different options in the right hand column for text, rules and more. In this example, columns are being added to a single-select matrix question.
Continue adding pages and questions. It's much faster to copy and paste questions you already worked through in 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 and more.
Preview survey
Preview lets you view the survey as the participant would.
Click the device icon to change the device to a phone or tablet. The survey experience is always responsive.
At the bottom of the page, quickly flip through the survey pages.
Schedule survey
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. It is much quicker to customize a TalentMap template and save it as your own for future use.
The scheduler page has two important sections:
The left column shows the number of emails (initial, reminders and thank you). You can add as many reminders as required. Each email shows the number of participants that are queued (ready to be sent) and sent.
On the right side, the Design page is where you customize the exact email communication. Click the Stats tab to see a complete history of queued, sent and bounced emails.
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.
Add remaining scheduled times to reminder emails. Additional reminders can be added, re-ordered, or deleted in case your campaign changes. Thank you emails do not need to be scheduled, they are sent automatically when a participant completes the survey.
Upload participants
Before going to the participants page, have the Participant Information File ready in CSV format.
Click Participants then Import. Drag and drop or click Attach file, then click OK. If the system finds errors in the file, you see an error message with the cells that need to be fixed.
Once participants are uploaded, you can make in-line edits, search, delete and resend individual email invites to participants.
If you click on Schedule survey, you see the participant list has been queued. The Stats tab shows all email activity including any emails that will bounce if sent. Go to the stats page after uploading your participant file to see if any emails will bounce.
Response rates
Once the survey 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, see Monitor Response Rates.
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