Community Pulse

This guide covers the Community Pulse survey features, including template creation, scheduling, and results tracking.

Table of Contents

1. Creating a Survey Template
2. Preview Survey Templates
3. Schedule Survey
4. View Survey Activity
5. Completing a Survey

1. Creating a Survey Template

Contact your Customer Success Manager for assistance with adding your desired survey templates. A survey template spreadsheet will be provided to help organize your content.

• Intro and Closing Text: Personalize your surveys with custom opening and closing messages to make residents feel truly heard (this feature will become available in the 2026.2 release).
• Question Formatting: Choose between Star Ratings, Single Choice, or Free Text, and set questions as optional or mandatory.
• Jump to Question Logic: Directs participants to specific follow-up questions based on their previous answers.

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2. Preview Survey Templates

Always verify survey content before launching a schedule to ensure accuracy.

1. Navigate to Surveys > Schedule Survey.
2. Select the Survey Template tab.
3. Click the desired template to review questions and answers.
4. If edits are required, contact your Customer Success Manager.

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3. Schedule Survey

Surveys can be scheduled from several locations within the back office, depending on the context of the feedback.

Where to Schedule

• Via Scheduled Surveys: Go to Surveys Scheduled Surveys and click Schedule new survey.
• Via Template Tab: Go to the Survey Template tab and select Choose > Schedule Survey.
• From Activities: Go to Activities Items Items Grid to schedule post-event feedback. Select Choose > Schedule Survey beside the desired Activity.
• From Dining: Go to Dining Eat In to schedule meal service feedback for specific residents. Select the date range, location, and meal slot. Select Schedule Survey.

Configuration Details

When setting up the survey, you will define the following:

• Publishing: Set a start date/time and an optional end date.
• Response Type: Choose between identified, anonymous, or participant's choice.
• Participants: Filter by role type, bulk add users, or individually select active users.

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4. View Survey Activity

Monitor engagement and download results directly from the Scheduled Surveys tab.

• Details: View the template used, publishing dates, and survey questions.
• Participants: Track real-time status (not started, in progress, or completed) and send reminders to those who haven't finished.
• Downloads: Export raw results in .xls format.
• Dashboard: Access an embedded Power BI report for high-level insights.

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5. Completing a Survey

Participants receive in-app and push notifications when a new survey is available. Surveys display one question at a time and can be saved to complete later.

On Behalf of Participant: Staff can use the Staff App to assist residents. From the Surveys cube, staff can search by participant name or filter by roles to complete assigned surveys on the resident's behalf.

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