Setup checklist

Your checklist walks you through the steps needed to launch your account successfully.

• Welcome: Four short slides that introduce how Friday Pulse works. You can skip this if you're already familiar.
• People: Add your users by pasting in email addresses or importing a user list. If you have more than 30–50 users, we recommend importing 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.
• Message: Craft a personalized welcome message that will be sent to all users at launch. Add your company logo in Account details and your photo in the person details.
• Launch: Double-check your setup, then hit “Launch” when ready.

After launching, your users will receive an email inviting them to confirm their name and team (if not imported) and answer their first Friday Pulse questions.

Your Classic questions will remain open for four weeks by default.

Tips for success

Communication is key

Plan your internal communications before launch. Be clear about:

• Why you’re using Friday Pulse
• How it benefits individuals and teams
• What actions are expected each week

Use our guide to 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

Closing questions early

Your questions will close be set to close four weeks after you launch. If you would like to close your questions early, you can do this via the Dashboard or your Account Settings > Scheduler.

Sending reminders

• It’s not possible to see who has and hasn’t responded in Friday Pulse. However you can send reminders to users who have not yet answered their Friday Pulse questions via the Dashboard or your Account Settings > Scheduler.
• Keep an eye on your Participation report to spot any low response rate teams that you can encourage to respond too.

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