Pulse survey settings

By default, Pulse Surveys are disabled. A Matter Owner/Admin will need to enable them in Settings, under Surveys & Feedback.

Who can use this: Workspace Owners and Admins on any paid plan with the Surveys add on, or on any plan during the free trial. Works the same for Slack and Microsoft Teams workspaces.

For an overview of the whole feature, read the Pulse Survey Guide.

Once enabled, you'll be able to view and adjust the Pulse Survey settings. While the default settings are optimized for performance, you can adjust the following settings:

The frequency is how often Pulse Surveys are sent. Each employee will receive 1 pulse survey per frequency period. You can select from the following frequency options:

The number of questions per survey is set separately under Question Count (1 to 20 questions, 3 by default).

The frequencies and question amount per survey are specifically designed to increase participation rates and avoid survey fatigue. Note: Pulse Survey questions are independent of the Employee Net Promoter Score (eNPS) question.

The eNPS question is an optional question in the Pulse Survey. When enabled, the question is always asked first, while other questions are randomized. The eNPS question is typically asked less frequently than other questions. If enabled, you can select from the following frequency options:

The frequencies are specifically designed to help you measure employee satisfaction and loyalty within the organization. To dive deeper, here's how we calculate Employee Net Promoter Score (eNPS).

Configure admin notifications for Pulse Survey activity. All notifications are sent by Matter in Slack/Teams. The Matter Owner/Admin who first launches the pulse survey will be automatically added to receive notifications. Optionally, you can add additional Admins. Notifications currently include New Feedback and Weekly Digest.

Matter's integrated rewards let you reward survey completions with Matter coins automatically. We highly recommend giving coins to survey completions to increase participation rates. The Reset button returns the coin amount to the default amount, which is 20 coins per survey completion.

Pulse Surveys are generally sent out by HR/leadership. To avoid skewed results, you can optionally exclude team members from receiving the Pulse Survey.

Excluded Members Settings Example

Once all the settings have been confirmed, you are ready to launch the Pulse Survey. Simply scroll to the top of the Pulse Survey Settings, look for the blue banner, and hit "Launch".

Additionally, you can preview the Pulse Survey before launching or Disable the survey after launching. Simply click "Enable Pulse Survey" to re-enable the settings.

Toggle Option: Send First Pulse Survey Instantly (On Launch): By enabling this setting, the first Pulse Survey will be sent out right away after launching the survey. If disabled, then the Pulse Survey will be sent Monday through Thursday during business hours (9 am to 5 pm local time).

Pulse Surveys Settings Example

Related: Why pulse surveys versus Google Forms?.