Survey Types & Automation
Pulse, lifecycle and automated survey cycles.
10 articlesAll Survey Types & Automation articles
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Pulse
- Configure pulse cadenceHow to set and change a pulse survey's frequency and send day in CultureMonkey, what happens to the current cycle when you change it, and how to pick a rhythm that keeps response rates high.
- Manage and schedule pulse remindersHow reminders work for pulse surveys - when they go out, who gets them, which channel they use, how to trigger one manually, and how they differ from one-time survey reminders.
- Set up your first pulse surveyA step-by-step walkthrough of turning on pulse surveys in CultureMonkey - where Pulse lives, how to set the frequency and cadence, when the first question goes out, how the question pool works, who receives it, and how to launch.
- Track pulse schedule and participationHow to see upcoming and past pulse runs on the schedule timeline, monitor response rates per run and over time, and what to do when participation is low.
- What is a pulse survey?A plain-English guide to pulse surveys - what they are, how they differ from a full engagement survey, why teams run them, what CultureMonkey's Pulse module does, and when to reach for a pulse instead of an annual.
Lifecycle
- Enable, disable and monitor lifecycle stagesDay-to-day management of your employee lifecycle surveys - how to turn a stage on or off, see which employees have been triggered, and monitor per-stage runs and participation without losing your configuration.
- Set up lifecycle surveys and triggersA step-by-step guide to configuring lifecycle surveys in CultureMonkey - enabling a stage, understanding the date-based trigger that fires it, attaching the survey template, and controlling timing and audience.
- What are lifecycle (autopilot) surveys?A complete guide to CultureMonkey's lifecycle surveys - automated, always-on surveys that trigger themselves from each employee's key dates so the right person is asked the right questions at the right moment, from onboarding through to exit.
Automation
- Recurring vs one-time reminders explainedThe two reminder patterns in CultureMonkey - the manual and scheduled reminders you set up for a one-off survey, versus the automatic reminders that ride along with recurring pulse and lifecycle runs - and how to tell which you'll get.
- Set up recurring survey automation rulesHow to make a survey repeat on a schedule in CultureMonkey - what recurring automation actually does, how each run is created, how results stay separate or trend over time, and when to use recurring rules, a pulse, or a one-off survey.