Our rule-based pulse surveys give you a simple way to get answers from the right people. To get you started, follow our simple step by step below ⬇️
If you cannot see the 'Pulse' section within Stribe it means that you do not have the correct permissions for this action. Contact your main system Administrator to gain permission for this action.
Log in as an Admin user.
In the left-hand menu select 'Pulse'.
Ensure you're viewing 'Live campaigns' tab in the sub-menu and select 'New Campaign'.
Select a question - this can be a benchmarked question, one you've asked previously or a brand new one (which you can type in the box below).
Select your answer type.
Choose whether you'd like to ask a follow up question. This will allow your employees to provide more context to their original response. You can add word tiles to help your employees respond, whilst minimising the worry of being identified by their style of writing.
Choose whether you’d like to tag a value onto the question. You can either choose from the drop down menu of values you’ve already set up, or set up a new value from this step.
Next, choose which scores you’d like to contribute towards your value. For example, if you’re asking a question with the emoji answer type, you may only want it to contribute to the value if it’s ‘happy and very happy’ or perhaps the opposite - depending on what you want to track!
Click 'Save' when you’ve added the value.
After deciding whether to use a follow up question, there is an option to add word tiles, where you can select a set of key themes, using Stribe’s recommended topics or type in your own! This can help if an employee may be worried about being identified by free text boxes in the follow up questions, but still wants to give some insight into why they responded the way they did.
Click ‘Save’ using the grey box and your question will be saved!
To add more questions, scroll back to the top of the page, and repeat steps 4 to 8.
You can reorder your questions with a simple drag and drop using the arrow icons, edit your questions using the pencil icon and delete them using the bin icon. Once you’re happy with your list of questions, choose the ‘Confirm Campaign’ button on the right hand side of the page.
When selecting send by email, it will now give you an option for a fixed or dynamic audience. Selecting a fixed audience will mean the survey only goes out to those that match the rules at the time the survey goes live. Selecting a dynamic audience will send the survey out to anyone that matches the rules now and in the future (providing the survey is still live).
Select Add audience rule Here you can choose from the following rules:
Send to Everyone
Team
Location
Line Manager
Working from home?
Start Date
Note - You can add more than one filter to really pin down your target audience!
Customise your email (optional). You can edit the Email Subject and Introduce your question
Scheduling: Fixed Audience
Once complete you can choose to schedule the campaign to go live now or in the future.
Decide whether you want it to be a repeating campaign and select the release and end date for the survey. Once you're happy with the scheduling click 'Create Campaign'.
Alternatively, If you would like to come back to the campaign at a later date click 'Save this as a draft'.
Scheduling: Dynamic Audience
Choose whether you'd like to send your survey out once- the first time they match the rule OR set your survey to go out on a fixed schedule. This will mean they receive set reminders to access the campaign until they respond to the survey.
Select the dates you'd like your survey to go out on and choose your end date for the campaign (this can be left blank if you'd like the campaign to be left open).
Alternatively, If you would like to come back to the campaign at a later date click 'Save this as a draft'.
For more detail, including examples, please see the article here!