Getting started to Pulse: your checklist!

Welcome on board EngageRocket! We can't wait for you to start your first survey to understand your employee's experience and deep-dive into their engagement throughout their journey in the organisation.

Here’s how you can easily get your first survey set up in no time!

Step 1. Import your employee list

You should have already received the invitation to log on to our platform by our Customer Success team.

Once you log in to the dashboard, the first thing you should do is to set up attributes for your organisation and import your employee list onto EngageRocket.

To understand the various user roles, you may click here for a quick guide!

Step 2. Configure the parameters and content of your Pulse survey

  1. Configure the settings of your survey

  2. Set up your questionnaire

  3. Add your recipients to the survey

  4. Scheduling when the survey goes live!

Congratulations! You now have your survey up and running 😊

To monitor the survey progress, you can access the admin dashboard and if you want to want to further slice your data, you may use our compare segments feature.

If you need any help or have any questions, contact us anytime via [email protected] or click on the Intercom icon in EngageRocket to chat with our friendly support team. (: