Implementation Process
Implementation is Easy!
Goals of this phase
Pulse Insights is here to help you design your program and launch your first set of surveys. We want to understand your overall business goals, key initiatives, and challenges so we can help generate customer learnings that drive your business forward.
Define success - "What does success look like for your team?
Create a plan that helps us collectively drive toward success
Give you the assets you need to communicate capabilities, plan, and expected impact internally to start implementation in earnest
Key steps
Kickoff Meeting(s) - schedule via your Client Success Manager (CSM)
Pulse Insights will come with ideas for your feedback informed by pre-kickoff conversations
Review implementation process overall & create a draft timeline
Introduce Pulse Insights to your key stakeholder teams
Leverage Playbooks, Question Library, and Best Practices for inspiration
Deliverables
Pulse Insights will suggest starting points for customer learning that ladder up to your goals
Pulse Insights will deliver implementation documentation
Pulse Insights will deliver draft survey design when possible (copy, flow, formatting, targeting) for your team's feedback
Survey Design
Including copy, question flow, formatting, and targeting
Goals of this phase
Define the first set of surveys we will launch, including language, question flow, formatting, and targeting. Create on-brand data capture that doesn't negatively impact your user experience and gets you the data you need to make optimal business decisions.
Key steps
Perform any necessary internal buy-in and approval processes
Provide feedback and finalize the copy and question flow discussed at your kickoff meeting
Collaborate with Pulse Insights to finalize the targeting (placement & survey triggers).
Collaborate with Pulse Insights to finalize the formatting (design theme & widget types).
Pulse Insights can design your survey for you based on you website's design - no input needed!
Pulse Insights can work with your functional teams as needed (e.g., UX/Design, Data, Privacy, Accessibility)
Deliverables
You'll send Pulse Insights approved copy and question flow here. This is the most essential task for you.
You'll send Pulse Insights design, placement, widget types, and targeting decisions via this form. If you're not sure, we can decide for you - just let us know! If Pulse Insights designs this for you, we will just need your feedback and approval.
Deploy Tag
Including copy, question flow, formatting, and targeting
Goals of this phase
Implement the Pulse Insights tag and relevant optional features to enable Pulse Insights to go live on your website.
Key steps
Collaboratively determine which optional features to implement around ingesting contextual data or identifying users
Your technology team will implement the tag in your environment. This can (and should) happen in parallel to your work designing the survey, as it is a prerequisite to allowing you to see the survey draft.
How to integrate
Use your personalized Integration Guide, available via your CSM or in your Console Account
Use Documentation as needed
Schedule implementation meeting(s) with your Solution Engineer via your Client Success Manager
Invite necessary stakeholders including your tagging, data, privacy, and accessibility teams
Deliverables
Pulse Insights will deliver a customized Implementation Guide to provide instructions for how to implement. The tag is also available in your Console account.
Pulse Insights will provide documentation for features including privacy, data ingestion, and user identification
Your technology team will deploy Pulse Insights tag in your environments -- we recommend doing this on staging & production at one time. We'll never turn any surveys on without your approval first!
Configuration
Goals of this phase
Pulse Insights will configure the first set of surveys, ready for launch at your approval
Key steps
Pulse Insights will:
Code the theme and set the widget type (formatting) per your feedback
Configure surveys including copy, question flow, and targeting (placement & behavior triggers).
Implement standard integrations
Deliverables
Pulse Insights will configure all surveys, ready for edits or launch at your approval
Pulse Insights will generate Preview Links, which allows you to see the surveys on your website before they are launched for live users
Integrations
Goals of this phase
Integrations are a key way that you can extend the value of each response you get from Pulse Insights. This phase will determine which integrations to add for your initial launch and gather the key requirements to configure the integrations.
We will also design and configure any customized or scheduled reports in this phase.
Key steps
Collaboratively determine which integrations to implement for initial launch
Collaboratively determine if custom reports are needed
Work with your Pulse Insights Solution Engineer to gather requirements and communicate any necessary integration customizations
Pulse Insights configures integrations and customized reporting
Deliverables
QA & Approvals
Goals of this phase
In this phase, you will provide final edits from all stakeholders, and Pulse Insights will complete your survey design. After running a battery of tests around front-end experience and data collection, we will jointly confirm the surveys are good to launch.
Key steps
You can provide feedback or edit instructions via this form
Pulse Insights will perform an internal QA and send preview links
Pulse Insights will screenshot & review the surveys for common device types and screen sizes
Pulse Insights will validate data capture and integrations
The two teams will jointly QA
You will give Pulse Insights approval to launch
Pulse Insights will confirm when live and perform a post-launch validation
Deliverables
- Pulse Insights will set the surveys live 🚀
- Pulse Insights will perform a post-launch validation and early read of results
- Pulse Insights will schedule a readout based on early data velocity
- Pulse Insights will recommend subsequent opportunities and Playbooks