Send a survey or Community Pulse

Platform: ResiConnect · For: Activities, Executive Director

Use this for a single send. For a repeating schedule, see "Set up a recurring survey."

Assign a survey

1. Open Feedback and select Surveys.
2. Select Assign survey.
3. Under Survey template, pick a template.
4. Set a Due date (optional).
5. Tick residents, or use Quick cohorts, such as Moved in ≤ 30 days or Assisted living.
6. Select the Send survey button.

Residents see it in their portal right away.

Launch a Community Pulse

A pulse is a short 10-question check-in.

1. Select Launch pulse.
2. Pick a Pulse cycle: Winter, Spring, Summer or Fall.
3. Set the Due date.
4. Choose residents. A Pulse open tag marks anyone with an unfinished pulse.
5. Select Send pulse.

The suggested rhythm is Winter (Jan/Feb), Spring (Apr), Summer (Jul) and Fall (Oct).

Track responses

• The Active tab lists each assignment and its status.
• The Results tab shows the Overall response rate and Flagged responses.
• The top tiles show templates, assignments, response rate and Pending flags.

Good to know

Residents with an unfinished pulse are excluded automatically.

If something goes wrong

"Pick at least one resident." Tick a name or a cohort first. If the resident doesn't see a survey, ask them to check Surveys in their portal, then confirm it on your Active tab. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.