You want your survey setup to be effortless. But you also want control of when they are send as well as the frequency. Maybe sometimes you'd prefer to skip a month even if you love our monthly Pulse.

We totally get it. That's what we've developed for you. Ease and automation combined with ultimate control.

In Zoios, most companies prefer the Monthly or Quarterly pulse survey frequency to have it run on autopilot - but you also have the option to build your own Custom survey schedule.

You'll find this inside the admin panel under Survey Settings. Let's go over how to make the most of these simple scheduling features.

Curious about when people are reminded to answer, or how long the survey is open for? We have a separate article on the reminders people get and the actual deadlines of the survey. 👏

Set your pulse on autopilot

In Zoios you can now chose between two automatic modes: Monthly and Quarterly.

With Monthly you follow our monthly Pulse schedule where we send the survey on a Tuesday in the middle of the month (read on below).

With Quarterly we draft a new schedule for you with preselected dates from our monthly schedule. If some one or more of the quarterly selections don't fit your organization then you can change the dates.

Change the data of a survey

If one of the automatic pulse survey dates doesn't fit with your company activities e.g. if they overlap with two teams being away on an off-site, then you can simply change the date.

Just click the three dots and click 'Change date'. If you want to return to the original date later, then you can use the 'Use default date' button.

Unschedule a survey

Imagine you run monthly surveys, but decide that July is a bad month with most employees being on summer holidays.

You can click the three dots and unschedule the survey very easily.

Or build your own custom schedule

If you want to select a specific date and build a custom schedule that works better for you, you can switch to Custom and schedule every survey yourself instead.

You can schedule multiple surveys into the future - so you can still recreate an actual schedule and plan ahead.

Frequently asked questions (FAQ) regarding survey scheduling

Can I cancel a survey once it's scheduled?

Yes, you can cancel or reschedule your Pulse surveys up until the day of the survey.

When do I need to update employees?

Employee information, like employee Groups for segmentation, is locked from the day the survey is send. That means that you need to make these updates before the day of the Pulse survey:

Create new employees
Put employees on leave that aren't available
Stop employees who are leaving or have left
Update potential changes in manager
Update employee groups like departments and teams

Can I send the Pulse to only a part of the organization?

Pulse surveys are meant to be shared with the entire organization. Why? Because otherwise your trends and charts will compare different measurements with different sets of people included and it's won't be comparable.

However, if you still want to do this, there is a way around it. You can go to Employees and bulk edit the employees' survey delivery status. That way the people you put on 'Never' won't receive the Pulse when it's send. Make sure to put the people back to their old status once the Pulse survey is over to return to including everyone.

What are the Pulse survey questions that people receive?

The question included in the Pulse survey can be found in this article with thorough explanation of the specific questions.

How long do people have to answer and do they get remindes?

The answer to those questions are covered and kept up-to-date in this article.

Can I edit the questions of the Pulse survey?

The questions are scientifically validated and tested, furthermore, used by all our clients to enable benchmarking and big data insights. Our AI models are trained on thousands of teams answering these particular questions, which is what allows us to build amazing reporting automatically, identify the root cause and suggest great actions for improving the status quo. That's the reason why you cannot edit the questions - it would change the data significantly and cause errors.

Can I add questions to the Pulse surveys?

That's currently not an option - but it a feature that we are working on. If you have custom questions, your option today is to setup a custom survey.

How often can I schedule Pulse surveys?

You can schedule a survey once per month. We've found that more than monthly Pulse surveys is too overwhelming for organizations, and we've purposefully designed our platform to operate on a monthly time-horizon enabling you to measure up to 12 times per year.

However, if you wish to survey more you can always create a custom survey and send that to a part of, or your entire, organization.

Manage the Pulse survey frequency and send-out dates