How to create a new Pulse Survey template?

Profit.co provides an option to create a new Pulse Survey template. While initiating a Pulse Survey, you can select the newly created Pulse Survey template.

Why this feature?

• By creating a new Pulse Survey template, you can set your own survey questions and measure the responses given by the employees. 
• By setting new questions and initiating a new Pulse Survey with the new template, you can analyze employees' choices, targets, behaviors, and viewpoints.

Step 1

Navigate to Settings → Survey from the left navigation panel and switch to the Templates tab.

Click on the + Create Template button to create a new survey template, enter the Template Name, and select the  icon to save it.

Step 2

Click on the  icon to modify the template.

You can set questions by dragging and dropping the type of questions given in the Palette menu.

Under the Inspector menu, you can set the question name, chart type, visibility, and conditional attributes. Finally, click Save.

Note: You can also set different chart types for the created questions to show the responses in the dashboard.   

Step 3

Profit.co also provides predefined questions to create the template quickly. This option would be useful for beginners who set up the questions.

While initiating a Pulse Survey you can select the newly created template.