How to manage survey recipients: Pulse & One-off surveys

After setting up your questionnaire, the next step is defining who will receive the survey. For Pulse and One-off surveys, you select recipients from your uploaded Employee List. This article explains how to add, manage, and update your recipient list.

💡 Before you begin: Make sure your Employee List is up to date before managing recipients. The recipient list pulls directly from your Employee List — outdated employee data will result in inaccurate distributions.

Adding recipients

1. After completing the questionnaire setup, you will land on the Recipients page. You can also navigate here manually from within your survey.
2. On the left panel, you will see your Employee List. Browse or search for the employees you want to include.
3. Select employees by ticking the checkbox next to each name, or use 'Select all' to include all employees currently displayed.
4. Use the filter options to refine your selection by segment, for example, by department, location, or employment status. This is useful for targeted survey distributions.
5. Click 'Add to recipient list'. The selected employees will appear in the Survey Recipients panel on the right, confirming they have been added.

Managing and editing recipients

1. To remove a recipient: find them in the Recipients panel on the right and click the remove icon next to their name.
2. To export your recipient list: click 'Export' on the right panel to download an Excel file of all current recipients.
3. To add an employee not yet in your Employee List: click 'Import Employee'. You can either download and fill in the Excel template for bulk additions, or click 'Add manually' to add one employee at a time via the slide-out panel. Fill in their details and click 'Save changes'.

⚠️ Please note: Employees must be in the Employee List before they can be added as survey recipients. Always check the data you enter is accurate.

Once your recipient list is finalised, click 'Save and Continue' to proceed to the Communications setup.

Something not working?

• An employee I need to add is not appearing in the Employee List — You need to add them to the main Employee List first via the Employees section, then return to the Recipients page to add them to the survey.
• I need to update the recipient list after the survey is already live — You can still add or remove recipients after launch. However, if someone has already received an invitation, removing them may cause confusion. Consider carefully before making changes.
• The recipient list is showing the wrong employees — Your Employee List may be outdated. Update the Employee List first, then refresh the Recipients page.

Still Need Help?

If you are having trouble managing your survey recipients, Reach out to us at support@engagerocket.co and we'll be happy to assist!