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Manage the Pulse survey frequency and send-out dates

This guides explains how you can set the frequency you'd like, skip a month or build a custom survey schedule.

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.


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.

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