Signals Admin Permissions

Before you can access Signals, you’ll need to turn on Signals admin permissions. Learn more about how to turn on admin permissions in this article.

Global admins with Signals permission will see a link under admin tools to link to the Signals Dashboard.

Creating a Signal

When you’re ready to create a Signal start by clicking on the "SIGNALS" link in your Admin tools.

This link will direct you to your Signals > Manage page where you can create new signals and review and edit all signals you've created.

On the Signals > Manage page, you can review signals in the following states:

  • Draft- Signal is still in progress and has not been sent

  • Open - Signals that are actively collecting responses

  • Scheduled - Signal is built and scheduled to go live on a certain date and time

  • Sent- Signals that are no longer active and cannot receive any more responses

Click on a section to expand and filter your signals for quick and easy reviewing and editing.

To create a new signal from scratch, click on the "New Signal" button. Not sure where to start? Try out one of our built-in templates as inspiration or a starting point for your own survey. To use a template, simply click the template card on your Signals > Manage page and you’ll be taken to the setup screen. You can edit the template questions and add additional questions on the Content page.

At the top of every signal page, you’ll see a status bar to view your progress when building your signal. The status will update from red (not complete) to yellow (draft) to green (complete) as you go to help you keep track of your progress! 🤩

Setup

The setup page is where you can begin to configure your signal. Here you can select senders, recipients, and reviewers as well as set up automatic recognition and a schedule for your signal. 🎉

Title:

To start, you’ll need to give the signal a title. You can use the text box in the Title card to name your signal.

Pro tip: Once you've filled in the information for a card, you’ll see a nifty checkmark in the top corner letting you know you’re ready to move on to the next card.

Description:

Next head down to the description text box to fill in some details letting your team know more about the signal.

Pro tip: This is a great time to mention why users should participate and what you will do with their responses so they understand the value behind it.

Sender (Optional):

Now it’s time to choose a sender for your signal. Including a sender makes the message and call to action feel a bit more personal. To select a sender, click inside the text box in the Sender card and type a username. You can also use the @ symbol to search for a specific username.

Pro tip: Include a message to further customize and let your team know why their participation is important!

Recipients:

To select who to send your signal to, click in the text box on the Recipients card. You can send to individuals, specific groups such as departments, or even the entire team!

Reviewers (Optional):

Next, choose who can view responses to a signal using the Reviewers card. Start typing in the text box to search for a user or use the @ symbol to add a specific user. This feature will default to all Signals Admins if you don’t select specific reviewers.

Recognition (Optional):

Add in automatic recognition for completing the signal using the Recognition card.

Recognition will be sent automatically after the completion of the signal and will show in your company’s recognition feed. Funds for these Automatic Awards come from your company account.

Pro tip: Adding a small incentive can encourage a higher response rate to your signal! The automatic award for completing a signal appears in Bonusly’s recognition feed, reminding others they have a signal to respond to. 🔥

Anonymity

You can decide if you want the responses to your signal to be anonymous by toggling this card on or off.

  • On - User names will not be recorded with responses

  • Off - User names will be recorded with responses

Scheduling

Choose a date and timeframe for your team to respond to your Signal.

Pro tip: Keep in mind holidays and company events when choosing your timeframe to make sure your team has enough time to respond!

The next step is to add questions to your signal! Start by clicking on the "Add questions" button at the bottom of your screen, which takes you to the content page.

Content

The content page is where you can add questions to your signal!

Questions

To add questions, start by clicking on the plus sign next to the type of question you would like to add. You can add as many questions as you would like, but remember time is precious for most teams and shorter, more focused signals often get more responses.

Type of questions include:

  • Multiple Choice - allows user to choose from a list of options to respond

  • Long Text - open-ended question with space for longer answers

  • Short Text - open-ended question designed for quick answers

  • Emoji Scale - allows users to answer Signal using an emoji to respond

  • Numeric Scale - allows users to answer Signal using a number to respond

Description

Once you have selected the questions you want to use, don’t forget to include a description! This can help explain the question by providing context and details about the feedback you are looking for. Descriptions can help answer questions and encourage meaningful responses.

Pro tip: Bonusly will autosave your signal as you go to help you avoid losing all that hard work! 🤗

Delete a question

To remove a question from your content page, click on the three dots in the upper right corner of a question card and select "Delete".

Save a question

To save a question for use in future signals, click on the three dots in the upper right corner of a question card and select "Add to library". Give the question a name and click "Save Question". The question will automatically show up in the Saved Questions section under Presets!

Once you are done adding your questions, click on the "Set up notifications" button to move onto the next step!

Notify

Now it’s time to set up a reminder email to help your team remember to complete your signal!

Reminders

All recipients will get a notification when a signal is launched, but you can also send out reminders to help keep your signal top of mind.

  • On - Allows you to choose the number of reminders you’d like to send. We’ll spread them out in your timeframe you’ve selected to run your signal, to help keep it top of mind without email overload. This is recommended to keep your Signal top of mind!

  • Off - No reminders emails will be sent.

When you turn reminders on, you can customize your email messages as needed in the Reminder text box. ✨

Next, click on the "Review and Publish" button at the bottom of the page to finalize your signal.

Review & Publish

The Review & Publish page allows you to do just that! You can review the content of your signal and edit each step as needed.

Finally, click on the "Publish" button to send your signal! Publishing your signal will move it from draft to scheduled status and automatically send the signal to designated recipients on the day and time you selected during setup. 🚀

Congrats! Your Signal is scheduled! Don’t forget to celebrate with a confetti party (that’s our favorite part!) 🎉

Pro tip: Want to send a signal again? No problem! Select the "Update and send again link" in your Sent signals to reuse previous signals and save a lot of time!

Questions? Send us a note to support@bonus.ly and we’d be happy to chat! 🤗

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