Launch a Pulsy survey in Slack

Once a Pulsy survey is created, you launch it from the BuddiesHR web dashboard with Launch now, then Publish now. Pulsy then invites everyone in the audience by direct message in Slack, or by email for people it can only reach by email.

Step 1: Click Launch now#

Click Launch now on the Review step of the wizard, or at the top of a draft survey's page.

Step 2: Write the invitation message#

The Publish survey window opens.

1. Under "Would you like to send a notification about this survey to your employees? (optional)", keep Yes, I do! checked to send an invitation. It's checked by default. If you uncheck it, nobody is invited, but people still see the survey in Pulsy's Home tab and get smart reminders.
2. Edit the message under "Craft the message that will be sent to each employee:". Pulsy fills in a default message. {user} is replaced with each person's username, for example @John.

Step 3: Choose response notifications#

Under "Would you like to be notified for each new response? (optional)", check Yes, I do! to get a direct message each time someone submits. It's unchecked by default. For anonymous surveys, the notification doesn't say who answered.

Step 4: Click Publish now#

Click Publish now.

Pulsy confirms with "Survey launched! Invitations are on their way. It can take a few minutes to reach everyone." The survey is now live and its Responses tab opens.

Each person receives a direct message with a ☑️ Submit response button. People reachable only by email get an email instead. To see what they see, read respond to a survey.

After the launch#

• Follow participation on the survey's Responses tab, or in the 📋 Live surveys cards of Pulsy's Home tab in Slack. See view survey results.
• The survey closes automatically at the end of Keep survey open for.
• Send a reminder to people who haven't answered.