Support
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Create
All you need to know about creating your Business Reviews and Share-to-Many reviews.
- How to create & send a review in Clientshare Pulse
- How to use Pulse 'Share to Many'
- How to use Pulse's Share-to-Many feature effectively
- What to include in a Pulse review
- How to record a great intro video
- How to customise your Pulse Index Questions
- What's the best content to include?
- How to edit your reviews
- How to add an Action to a review
- How to create an Introduction Message
- How to add recipients
- How to schedule review notifications
- How to hold a Pulse QBR without a meeting
- How to delete a Pulse review
Deliver
Ensuring your clients have the best User Experience.
Measure & Act
Understanding the analysis, dashboards and Automations within Pulse.
- Why Net Promoter Scores matter
- How to manage low QBR response rates
- How to deal with low NPS feedback
- How to navigate the Pulse Analytics
- Managing Feedback Comments and Follow-up Requests
- How to navigate client feedback analytics on the leadership dashboard
- How to use time and licences filters on the leadership dashboard
- How to improve your QBR open rates
Integrations
How you can enhance your Pulse experience with built-in integrations.
Settings
Guides on managing your Organisation, Workspace and profile settings.
Organisation & Workspace settings
- How to create a Workspace
- How to customise your Workspace: Colours
- How to add a licence on Pulse
- Best Practice: User Management
- How to enable Optional or Mandatory Scoring
- Import/Export Data
- How to generate an API Token
- How to enable two factor authentication
- How to change your Business Review settings
Profile settings
Best Practice
How to get the best results using Pulse.
Contact Us
Email the team at support@myclientshare.com or book a meeting