Quickly learn the 3 steps for getting started with Possip.
- Complete your Settings page
Let us know important information like when you would like to start Pulse Checks®, who will lead Possip in your community, and more.
- Follow these instructions to complete your settings for a single account.
- Follow these instructions to complete your settings for multiple accounts.
When you choose your Pulse Check Start Date, please allow at least two weeks of time for contact imports.
- Submit your contact lists
There are two ways Possip Partners can give us contacts' details:
- OPTION A: Sync your Student Information System (SIS) - This option will allow automated updates throughout the year as contact information changes. SIS Integration is available for family and student contact lists but not for staff. Please allow 2-3 weeks to complete the sync.
- OPTION B: Upload a CSV/Excel file to your Documents tab. There are different formatting requirements based on the stakeholder group. Partners can update their contact lists four times throughout the year using this option.
- Submit proof of consent to text
Possip offers the ability to send Pulse Checks or Flexible Surveys via text message. However, phone carriers have tight privacy standards and require proof that people are asked for their consent to be texted.
Read this article about Possip’s process for submitting proof of consent to text.
Documentation should be submitted via the Documents tab in the Possip platform 1-2 weeks prior to your first Pulse Check.
- Add admin to your Possip account
Control who has access to your Possip account from your organization. If you are a "Super Admin", you can add and remove other admins in your account.
Read more here.
- Register Possip Domain
Possip offers the ability to send Pulse Checks and Flexible Surveys via email. To ensure emails are delivered to stakeholders’ inboxes, please register the Possip domain with your organization.
This only applies to partners who send surveys internally (i.e. staff or students) and have control over organizational spam filters.
Learn how to register the Possip domain here.