Articles on: Admin & Manager

How to run Pulse surveys outside of your company

External Pulses



Want to get feedback from your clients on how your company or a certain individual is doing? Or simply create a survey that you can send to anyone outside of your organisation?

You now have the option to create shareable Pulse surveys on Hi5. Here's how:


Option 1: Get feedback on the Company or Individuals




Step 1



Go to Manage Pulses under My Company.



Select the Add New Pulse button.



Step 2



Name your Pulse, choose the frequency or how often you will have to full out this Pulse. See this article for a step-by-step..



Step 3



Choose your settings (Here's a step-by-step on what each of these settings mean).
When it comes to your Pulse Type, be sure to choose either Rate the company or Individual.



Step 4



Once you have chosen your Pulse Type the following tick box will pop-up. Be sure to select the Allow Sharing option.



Step 5



Once you're happy with all your settings, click Publish Pulse.



Step 6



Once you're back on the Pulses page go into the View Pulse Settings option of the Pulse you had just created and would like to share.



Step 7



Click on the Settings tab of your Pulse, and select the Pulse Type dropdown option. Here you will see a Unique Pulse Link which you can copy and share.



Option 2: Build your own survey



If you want to get feedback on anything (not specifically on the company or individuals at your company), you can simply build a survey and send the link to your participants:

Step 1



Repeat Steps 1 to 3 above.
When it comes to your Pulse type, choose External Feedback, this will automatically be set to the Allow Sharing setting. Then continue with Steps 5 to 7.



Once you've shared your External Pulse link, your participants will be able to click & complete the pulse.

Now you can head on over to the Pulse Stats and watch the data roll in 🎉 You'll also be notified via email of Pulse completions.

Updated on: 03/11/2022

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