How do I set up a pulse survey?

Modified on Wed, 09 Nov 2022 at 11:26 AM

Immerse Works can be used to create pulse surveys for your employees to complete. This article will guide you through the process of setting up a pulse survey.


A quick guide to setting up a pulse survey:

  • Login to your Immerse Works account.
  • Click on the Admin cog at the top of the page, or on the left menu.
  • On the Admin page, click on Pulse Surveys under the Other heading. 
  • To create a new survey, click the Action button in the top right corner, then click Add a New Survey.
  • Fill in the relevant information and Save.


A more in-depth guide on how to create a new pulse survey: 

  • When you log into your Immerse Works account, you will be immediately directed to the Home Dashboard. You will find quick link buttons to the different applications on here, as well as your home widgets. To create a new survey, click on the Admin cog icon at the top of the page.


  • You should now be on the Admin page. Click on Pulse Surveys

  • On the Pulse Surveys page, you will see a list of all the surveys that have been added to the system. To create a new survey, click on the Actions button at the top right corner, then Add a New Survey

    You should get a new modal with the following fields: 
    1. Title of the survey.
    2. A Description, explaining what the survey is for
    3. Survey Template: You can select an existing survey as a template for the new survey. The same questions will be populated to the new survey, and you will also be able to add new ones or edit existing ones. 



Once you have completed these, click on Save & Continue. The second modal will be displayed with the following:

  1. Title: this will be the title you entered in the previous modal window. You will be able to make changes to it here.
  2. Description: this will be the description which you have entered in the previous window. You will be able to make changes to it here.
  3. Anonymous Results: you can choose to have the answers anonymous or not by selecting either 'Yes' or 'No'.
  4. Current questions:  If you have selected a template, you will have questions displayed here, which can be edited or deleted.  You can also change the order of the question, by selecting the number from the drop-down list. Any questions you add in the next question will also be listed here. 
  5. Add Questions: by selecting the question type and completing the Question Text' field. There are 5 types of questions to choose from. Click on Add Question + when you're done. 

Once you have completed setting up your survey, click on Save Changes. 


You can now add participants to the survey. You can find more information here: How do I add participants to a pulse survey?



For more support articles visit https://pdwgroupuk.freshdesk.com/support/home


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