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How to set up your Custom Engagement Score
How to set up your Custom Engagement Score

Learn how to use Custom Engagement Scores in your Pulse Survey Reports

Lucy Harvey avatar
Written by Lucy Harvey
Updated over a year ago

Change the way you measure success with Custom Engagement Scores. This brand new feature allows you to tailor your measurements straight from the Pulse Report, so you can get personalised insights for you and your teams. Whether you prefer a standardised benchmark score or a customised target for your responses, we've got you covered.

Measure specific aspects of engagement that matter most to your organisation rather than relying on a one-size-fits-all approach. This means that you can gain more targeted insights into what's driving engagement within your teams, and identify areas for improvement that are unique to your organisation.

Track progress towards your specific goals and benchmarks This can be especially useful if you have specific engagement targets you're working towards. By setting custom KPIs, you can easily track your progress over time, identify areas of improvement, and adjust your engagement strategies accordingly.

Communicate the value of engagement initiatives to key stakeholders By using metrics that are tailored to your organisation, you can demonstrate the impact of your engagement strategy and build a stronger case for continued investment in this area.

Follow the steps below to get started!

  1. In the past campaigns tab, locate the survey you'd like to apply your Custom Engagement Score to

  2. Click 'View Results' on the right hand-side

  3. On the top right hand-side of the report, click 'Create' in the Custom KPI box

  4. Select the response types you'd like to include in your Custom Engagement Score

  5. Enter the name for your score underneath and click 'Save'

  6. Your Custom Engagement Score will appear on the right hand-side as a percentage of the overall results

  7. Need to make a change? Select the pencil button on the bottom left of the Custom Engagement Score box

  8. Process the edits you'd like to make and click 'Save'

  9. Want to remove the Custom Engagement Score completely? Click the red cross on the top right of the Custom Engagement Score box

  10. Select 'Yes' under 'Are you sure you want to delete this KPI?'

See this in action! ๐ŸŽฌ

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