There's lots of info about Pulse surveys on Qualtrics' website, but no clear guide as to how to actually create a pulse survey. All I want is a survey that is automatically scheduled for once a month, and tracks the average responses over time - I Can do the latter bit manually in Excel but would rather have it automated via Qualtrics. How do I do this?

You're going to require a bit of programing, and some extra add ons from Qulatrics or another visualization tool. For the automated bit: You're going to want to set up some sort of API that allows for automation. We use the tigger and email feature with the pre-build integration with Salesforce. But you might need to explore other Open API capabilities or this documentation on batched distribution automation. For the display bit: The native platfrom won't do this alone. You're going to need to purcahse the CX Dashboards, or some other sort of data visulization software (Tableau, PowerBI, etc.). The ability to aggregate averages by month is not something that standard Survey Platform reports can do.

How do I create a pulse survey | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded