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  • Open Pulse Survey
On this page
  • Step 1: Access Create Campaign
  • Step 2: Enter Campaign Information
  • Step 3: Choose Survey Type
  • Step 4: Schedule Configuration
  • Step 5: Set Campaign Timing
  • Step 6: Review & Launch
  • You're Done!

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  1. Survey Managment
  2. Surveys
  3. Campaigns

Create Campaign

Follow these steps to create and launch a campaign

PreviousCampaignsNextInstance Automation

Last updated 28 days ago

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Step 1: Access Create Campaign

  • From the Survey Builder menu, click on Create Campaign.


Step 2: Enter Campaign Information

Fill in the required fields:

  • Campaign Name: Enter a title for your campaign.

  • Description: Provide a short description of the campaign.

  • Survey: Select a previously built survey template.


Step 3: Choose Survey Type

  • Select Monthly Pulse Survey as the survey type.

  • Optionally, enable anonymous responses if desired.


Step 4: Schedule Configuration

You will be directed to the Schedule Configuration page. Choose between:

  • Recurring Campaign: Repeats the campaign on a defined schedule.

  • Regular Campaign: Runs the campaign once.


Step 5: Set Campaign Timing

  • Choose the start date and time.

  • Choose the end date and time.


Step 6: Review & Launch

  • Review all campaign settings.

  • Click Launch Campaign to activate it.


You're Done!

Your campaign has been successfully created and scheduled.