PulseCheckS
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Client happiness
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Settings

Client Happiness: Settings

Configure and Manage Your PulseCheck Survey
PulseCheck
Audience
Review Platforms
General
Questions
Schedule
Email Templates
Design & Branding

General Settings

PulseCheck Settings

Configure basic settings for your PulseCheck
*
*
Customers / Clients
Customers/Clients
Employees
Residents
Members
Donors
Patients
Students
Volunteers
Subscribers
Users
Donors
*
Company
None - Do not group
Company
Department
Store #
Other Tag Keys
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*
Pro

Post-Survey "Thank You" Page Settings

Customize what respondents see after completing your PulseCheck based on their feedback score

High Satisfaction Page - Testimonial Tab

Customize how you ask respondents who are very happy for a testimonial.
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*

High Satisfaction Page - Review Tab

Customize how you ask respondents who are very happy for a review.
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*

High Satisfaction Page - No Review or Testimonial

Customize the message for satisfied respondents when testiminial and review options are not available.
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*

Mixed Feedback Page

Customize the content for respondents with balanced or mixed feedback.
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*

Low Satisfaction Page

Set the message for respondents who had a less positive experience.
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*
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Questions

PulseCheck Questions

Manage and customize your PulseCheck survey questions.
Area
Question
Order
Helpdesk
How satisfied are you with the overall quality and timeliness of support provided by our Helpdesk?
1
Cybersecurity
How confident are you in our organization’s ability to protect sensitive information and communicate security updates effectively?
2
Leadership
How well do we introduce new ideas, products, or processes to keep up with changing needs and emerging trends?
3

Net Promoter Score® Question

Select your preferred NPS® question wording.
*
On a scale of 0 to 10, how likely are you to recommend us to a friend or colleague?
On a scale of 0 to 10, how likely are you to recommend us to a friend or colleague?
Based on your overall experience, how likely are you to recommend us to others?
Taking everything into account, how likely are you to recommend us to someone else? (0 to 10 scale)
Overall, how likely are you to recommend us to a friend or colleague on a scale from 0 to 10?
Considering all aspects of your experience, how likely are you to recommend us to others?
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Schedule

Configure when your PulseCheck will send.
Monthly
Monthly
Bi-Monthly
Quarterly
Semi-Annually
Annually
Specific day
Relative Day
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2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
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23
24
25
26
27
28
First
First
Second
Third
Fourth
Fifth
Last
Next to Last
Day
Day
Weekday
Weekend Day
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Schedule:
Monthly on the first Monday
Next occurrence:
Monday, March 17, 2025
Reset to Current Settings
Update Schedule
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Email Templates

Configure the emails that will be sent to your PulseCheck audience
Initial Email
First Reminder
Second Reminder

Initial Email

Configure the content of the initial PulseCheck email
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*
*
*
Insert Variable:
Name
Survey Button Will Appear Here
*
Insert Variable:
Name
Send Test
Save Changes
To send a test email to yourself, save the template first, then use the "Send Test" button to send the email.
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First Reminder

Configure the content of the first reminder email
*
*
*
*
Insert Variable:
Name
Survey Button Will Appear Here
*
Insert Variable:
Name
Send Test
Save Changes
To send a test email to yourself, save the template first, then use the "Send Test" button to send the email.
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Second Reminder

Configure the content of the second reminder email
*
*
*
*
Insert Variable:
Name
Survey Button Will Appear Here
*
Insert Variable:
Name
Send Test
Save Changes
To send a test email to yourself, save the template first, then use the "Send Test" button to send the email.
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Design & Branding

Configure the emails that will be sent to your PulseCheck audience

Branding

*
*

Colors & Design

Colors

Design Elements

*

Remove "Powered by 360Pulse" from your PulseCheck surveys

PRO
Reset to Default
Save Changes
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{Welcome Heading}

{Welcome Message}

{First Question}
{NPS Question}
0 = Not likely at all
10 = Extremely likely
1
2
3
4
5
6
7
8
9
10
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Complete
Name
Email
chevron--sort
Responses
chevron--sort
Latest Pulse
chevron--sort
Net Promoter Segment
 
All
 
John Doe
jdoe@gmail.com
2
84
Promoter
Jane Doe
jane.doe@email.com
2
84
Detractor
Items per page:
10
1–10 of 103 items
#
of 11 pages
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Review Platforms

Configure review platforms to display on the post-survey "Thank You" page for highly satisfied respondents.
platform
ID/Domain
Preview URL
Status
Google
ChIJN1t_tDeuEmsRUsoyG83frY4
https://search.google.com/local/writereview?placeid=ChIJN1t_tDeuEmsRUsoyG83frY4
Trustpilot
example.com
https://www.trustpilot.com/evaluate/example.com
Yelp
sdf
https://www.facebook.com/sdf/reviews/
Facebook
sdf
https://www.yelp.com/writeareview/biz/sdf
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