Choose participants

Choose participants in the Select participants step when you create a pulse. Only workspace members can be participants. You must select at least one person.

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Audience options

Select one option. The options that you see depend on your role and your team. Before you continue, check the number of people who will be enrolled. To remove people, use Exclude specific people.

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Narrow the audience

For all options except Specific people, you can narrow the audience:

• People to include: Select All, Managers only, or Individual contributors only.
• Exclude specific people: Select people to remove from the audience.

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Who can send to whom

Anyone can create a pulse. Admins and HR Admins can send a pulse to any members. Other people can send a pulse to:

• Specific people that they select by name.
• Teams in their reporting line, such as My team, My direct reports, or an Other Teams manager whose team they can see. This includes teams they can see through delegated access.

If you select an audience that you cannot use, Windmill shows this message: “Only admins and HR admins can use this participant filter. Select specific employees or a team in your visible or delegated reporting structure.”

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New members and org changes

Windmill finds the people who match your audience each time a run starts. For example, if you choose Everyone, new hires who join as members receive the next run.

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Change participants later

Open the pulse’s Participants tab and select Edit Participants. After launch, the change applies to the next run. See Edit a live pulse. When you send a run with Send now, you can also clear people for that run only. See Launch a pulse.

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FAQs