Using Pulses in Analytics

Pulses allow you to create notifications from Workforce Insights to notify you of any changes in the data. You can decide what changes you want to be notified about.

Create a pulse

  1. Hover over a widget for which you want to add a pulse
  2. Select > Add to Pulse...
  3. Enter a name for your pulse, e.g., Engagement
  4. Define when you will be alerted:
    • Threshold: You are notified when the number displayed in the widget reaches a specified threshold. For example, if you want to be alerted when the Engagement meter for your platform drops below 50%, you can set the "Smaller than" value to 0.49.
    • Automatic: The data in the widget will be monitored, and you are notified automatically of any anomalies, i.e., the value drops or rises drastically.
    • Always: You are notified every time the value changes, no matter how small or large the change.
  5. Optionally, select Advanced to define advanced settings for your pulse. This includes selecting XX and adding a custom message.
    • Note! Despite the options displayed, you cannot send pulses on mobile, Slack, or Zapier.
  6. Select Add to create your pulse

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Edit pulses

After you have set up a pulse, you can always edit your pulses by navigating to the Pulse tab. You can edit or delete an existing pulse by selecting > Delete.

You are also able to stop receiving notifications for a pulse temporarily by deselecting Receive Notifications or choosing Turn Off. The pulse will remain in your pulse section until you delete it or enable notifications again.

The Pulse section is always individual, meaning only the person who sets up the Pulse will receive the notifications. Each Admin has to set up their own pulses.

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