This article provides a step-by-step guide to help you duplicate an existing pulse
Step 1
Click on any Pulse on your Dashboard under pulse module.
Step 2
Click on duplicate this pulse survey. Please note the participants list will not be duplicated. Participants need to be added separately.
Step 3
Once you've duplicated the pulse survey, note that the Settings, Questions, PTM, and Communication tabs are pre-populated based on the parent pulse which was duplicated.
Optional Step: If you wish to make additional changes on any of the other tabs, simply click on any of the tabs and make the required changes.
If you are not making any changes on the pre-populated tabs, click on Save & Next from the Communication Tab
Step 4
To add Participants to your Pulse survey, you can choose to manually select participants from the dynamic filters, or by adding a static list of participants.
Click on save and next after adding the participants.
Step 4
Carefully review all the information and ensure to test the chat link before scheduling the Pulse since you will not be able to edit the pulse once it is activated.
When you have reviewed and are ready to schedule the pulse, Click on Schedule Now
You will receive a confirmation that the pulse is queued for activation, along with the details of the first reach out that is scheduled.
