Here are a few bits to plan for during set up.

Setup checklist

The checklist takes you through everyone you need to do to get your account setup and launched.

• Welcome: A quick walkthrough of the platform in four slides. Feel free to skip if you’re already familiar with the platform.
• People: Add your users either by pasting email addresses or importing a user list. We suggest you import you list if you have 30-50 users to save time with your team configuration.
• Teams: If you haven’t imported users, add team names so people can select their team when you launch.
• Schedule: Choose your timezone and the day/time your questions will open and close (e.g. Thursday to Monday).
• Message: Personalize the launch message sent to users. Add your company logo in the Account details and your photo in the person details.
• Payment: Add credit card details for monthly billing. You can skip this and add details later in your Account Settings > Billing if you prefer.
• Launch: Once everything’s ready, click “Launch” to go live.

Once launched, your users will be emailed the welcome message and invited to complete their name and team (if not already imported).

Your questions will open on the next scheduled Thursday or Friday, depending on your Schedule settings.

Tips for success

Communication is key

Take time to think about and plan your communications to users about Friday Pulse before you launch.

The top things to include in your communications are:

• Explain what it is and why you're using it
• Highlight team and individual benefits
• Set expectations for monthly participation, both responding to questions and discussing results

Here’s a guide to help plan your communications.

Getting your user list right

• When structuring your teams, think about how people will review their results together and how you want to see team insights.
• For a small number of users, paste in email addresses and let users fill in names/teams later.
• For larger numbers of users, importing them with names and teams will allow you to have the team set up you have determined is best. Read: Importing your user list for the first time.

Make sure our emails will reach your users

• Friday Pulse sends login links, question reminders, and other important information via email.
• Follow these steps to avoid email filtering.

Integrating with Slack or MS Teams

Boost visibility and response rates by integrating your Friday Pulse account with Slack or MS Teams.

After launch

Reminding users to participate

• It’s not possible to see who has and hasn’t responded in Friday Pulse. However, Friday Pulse automatically sends reminders to users who haven’t yet responded.
• Use the Participation report to track engagement and encourage teams with low response rates.

Reinforcing next steps

Remind everyone:

• Encourage teams to review results weekly
• Ask teams to find time to reflect on their Culture Profile scores together
• Let everyone know when organization-wide results will be reviewed

Need help? Email us at help@fridaypulse.com.