> For the complete documentation index, see [llms.txt](https://docs.talentmap.com/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talentmap.com/knowledge-base/survey-design-and-deployment/getting-started-create-and-launch-your-first-pulse-survey.md). # 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 . *** ## Create survey 1. 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.
2. 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.
3. 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.
4. 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. 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**. It is much quicker to customize a TalentMap template and save it as your own for future use.
2. The scheduler page has 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 shows the number of participants that are queued (ready to be sent) and sent. 2. 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.
3. 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](https://savvytime.com/converter/utc) to calculate your time zone.
4. 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 1. Before going to the participants page, have the [Participant Information File](/knowledge-base/step-3-pre-survey-communication-and-setup/participant-information-file.md) 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 see an error message with the cells that need to be fixed.
3. Once participants are uploaded, you can make in-line edits, search, delete and resend individual email invites to participants.
4. 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 1. 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](/knowledge-base/step-4-deploy-employee-survey/monitor-response-rates.md).
*** ## Related Articles * [Creating Surveys - Quick Start](/knowledge-base/survey-design-and-deployment/creating-surveys-quick-start.md) * [Survey Designer - Complete Guide](/knowledge-base/survey-design-and-deployment/creating-surveys-quick-start/survey-designer-complete-guide.md) * [Scheduling Emails - Quick Start](/knowledge-base/survey-design-and-deployment/scheduling-emails-quick-start.md) * [Import Participants](/knowledge-base/survey-design-and-deployment/import-participants.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.talentmap.com/knowledge-base/survey-design-and-deployment/getting-started-create-and-launch-your-first-pulse-survey.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.