Click the “Create Pulse” button on your Dialogue homepage.
Step 1: Enter Pulse Name, Account, Participation Type
Pulse Name: Enter a pulse name that will help you easily locate it in the future. We recommend using a combination of the pulse topic and the month/quarter when the pulse will be launched (e.g. Q4 Engagement).
Account: If you are an admin on more than one account, you will need to select the account you want to create the pulse on. Verify that the correct employee tags are associated with the account that you have chosen.
Participation Type: Select the participation type based on your needs.
Restricted (Recommended!): Limited to employees on the employee file sent to Perceptyx
Login Requirement: Yes
Employee Tags: Can be pre-loaded
Manager Insights: Available
Unrestricted: Open to anyone with the pulse link (i.e. individuals within and/or outside your organization)
Login Requirement: No
Employee Tags: Self-select only
Manager Insights: Not available
Step 2: Select your Audience (Restricted Participation Type)
Audience Builder: There are three ways to build your pulse audience:
Entire Organization: Include all employees on the employee file sent to Perceptyx
Email List: Create a custom audience by uploading a list of emails
Segment: Create a customized segment based on the employee tags enabled on your account
Domain Access: Dialogue leverages your employee file to build your custom pulse audience. In some instances, you may want to turn on domain access to allow participation from employees who have access to SSO, but might not necessarily be on your employee file.
Privacy: Dialogue strongly recommends keeping the answers anonymous. In the rare instance that you might have a use case that requires attributed data, please ensure that it’s communicated clearly to participants.
Accept Answers: In some instances, you may want to turn off participants’ ability to submit new answers while the pulse is still live. This functionality is only available after answers have been submitted.
Steps 3 and 4: Enter your Pulse Survey (Metric) and Crowdsourcing (Open-Ended) Questions
Refer to the article “What question types does Dialogue support?” for more information.
Step 5: Select Results Settings
Transparency: By default, results are available in real-time as soon as a pulse is launched. You can turn transparency off/on as needed.
Manager Insights: Refer to the article “What is manager insights?” for more information.
Employee Tags: Refer to the article “What are employee tags?” for more information.
Step 6: Define your Dialogue Schedule
Set the pulse start and end date to align with your launch plan. You can edit at any time!
Start Date: If you are sending out pulse invitations through Dialogue, you have the ability to schedule it in advance.
End Date: Set the date and time the pulse will close. If needed, pulses can be reopened or extended.
Automated reminder emails*: Dialogue can generate 2 email reminders to participants at pulse midpoint and 24 hours before pulse ends. If you prefer to customize the reminders, please leave this toggle set to off.
Step 7: Review your Dialogue Settings
Review all your pulse settings and inputs prior to launch and make updates as required.
Please note that you will not be able to edit these settings once the pulse has launched and someone has provided a response: Privacy, Manager Insights, Employee Tags
Once you’re done reviewing, click the “Done” button. (Don’t worry, this step only creates your Dialogue pulse. No invites will be sent at this point.)