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Customizing Pulse surveys and reporting
Customizing Pulse surveys and reporting

Advanced guide to fitting the survey to your organization's exact needs

Updated over 4 months ago

Teamspective Pulse Surveys have been created with simple and enjoyable user experience in mind, but there are many advanced superpowers you can use to make the surveys truly yours.

These advanced features are introduced in this article:


Running larger surveys in between the automated pulse

Every now and then you may want to cover a broader range of topics or make a deep dive on certain themes. Teamspective's Single Round feature has been built with this in mind and in a way that you can use all the normal answering and reporting views also for these surveys.

Launching a Single Round survey

Pause the Automated survey if it is scheduled.

Go to the Single Round page and start setting up the survey:

  1. Choose the start and end times

  2. Give your survey a name to save it as a template

  3. Choose which questions to include by selecting Default or See and Edit

  4. Schedule the survey by clicking Schedule single round


Custom schedule for select survey questions

We encourage to adjust the Automated questionnaire on a regular basis to deliver maximum value for your company priorities. If you need to focus on specific topics and this requires you to ask certain questions at set intervals, you can customize the schedule for 4 selected questions.

You can access the Custom Schedule selection via the See and edit button in Automated scheduling:

๐Ÿ’ก The below examples are common use cases:

1. The company has promised to report eNPS scores to the board and owners once a month, to keep them up to date about the overall employee sentiments and engagement level.

2. The company is expecting an intense working period and wants to monitor the workload regularly.


Creating custom survey questions

If you cannot find everything from the list of standard questions, you can always create Custom Questions:

This offers great flexibility, and comes at the cost of not having benchmark values and not being able to include the question in the Theme and KPI scores as those are based on Teamspective's data analysis and modeling.

If you want to learn more about creating (great) custom questions, take a look at this article: How to design a survey question?


Custom Themes

Every organization is different and might require very specific metrics to help get the most out of their engagement data. This means combining a unique set of engagement questions to produce a score that can be used to track improvement.

Using Custom Themes you can create any amount of custom themes and select which engagement questions are calculated into that theme's score. Custom questions can also be included into a custom theme which allows you to build fully customized surveys and reporting. Once you create a custom theme, Teamspective automatically calculates the new score based on your historical survey data.

Viewing the scores for Custom Themes

The scores for Custom Themes can be viewed from the Overview page by selecting the new theme from the Measurement filter on the top of the page:


Creating an automatically triggered guidance for pulse responders

In some situations it might be necessary to immediately deliver guidance to a person who is responding to a pulse survey.

For these cases you can use the Custom Guidance feature which can be accessed via the Customise surveys page:

In the example above, the company has set up a custom guidance for the question "How are you feeling at work?".

When someone responds with "Very bad" they receive the guidance immediately at the end of the survey.

Below are examples of what this looks like in Slack and the Teamspective web app:

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