Build Your Listening Program | Overview

Your listening program can be a single annual survey, or it can be a dozen events running at once. Either way, you build and manage each one the same place: the Event Builder, which you reach from the Listen page.

The Event Builder is a guided workspace. A panel on the left lists the phases for your event, and the phase you are working in is highlighted. You do not have to finish in one sitting. Your event saves as a draft and waits for you.

What appears in that panel depends on the kind of event you are building. This article shows you what to expect for each one.

Getting into the Event Builder

1. Log in to the Perceptyx Platform.
2. In the navigation bar, click Listen.
3. Click Create New Listening Event in the top right.

Before the workspace opens, the platform asks you a few things. There are three of them for most event types.

Pick a business and talent priority

If your organization has business and talent priorities loaded, they appear first. Choosing one tells the platform what you are trying to move, and it uses that to recommend templates and content. Click a priority, then click Next.

This step is optional. If none of them fit, click Create an event outside of these Business and Talent Priorities at the bottom of the page and carry on.

Pick an event type

Next comes the Listening Type page. You only see the types your organization has purchased. Click the one you want and then click Start Building in the bottom right.

Pick how you want to start

For Point-In-Time and Lifecycle events, the last prompt is how you want to build. Four options:

• Use Templates. Start from a prebuilt event based on the Perceptyx People Insights Model and best practices. Perceptyx provides 67 Point-In-Time templates, and your Administrator can add your own. The priority you picked earlier filters the list, so skip the priority step if you want to see everything.
• Clone Event. Copy an event you have already run, settings and questions included, and build from there.
• Create New. Start from a blank canvas with your own questions and settings.
• Listening Agent. A different kind of survey. Instead of a fixed question list, the agent leads an open text conversation built around your organization's priorities, and follows up on what people actually say rather than moving to the next question.

Templates, Clone Event, and Create New all land you on the same Overview page. Crowdsource events skip this prompt entirely and go straight there.

Point-In-Time and Lifecycle events

These two event types draw from the same set of phases. Here is what happens in each one, in the order they appear.

Overview

The basic details: a name, a description, any additional languages, and an Event ID. Click Next: Content and confirm, and your event exists as a draft.

The top of the page shows the business and talent priority and the template you picked on the way in, each with a button to change it. Those choices are not locked, so if you picked the wrong template you can swap it here rather than starting over.

Worth slowing down on the Event ID. It becomes part of your survey link, it has a 30 character limit, and you cannot change it after the event is created. Participants never see it.

Content

The survey itself. Turn on the pages you want, write and organize your questions, add conditional logic so people only see what applies to them, and translate the survey if you are running it in more than one language.

You can preview your event from here on out, at any phase. Do it often.

Styling

How the survey looks to participants: colors, text formatting, alignment, images, and whether people see page numbers or a progress bar. If you skip this phase, the defaults apply and the survey still works.

Invite

Choose how the survey reaches people and who gets it. On Lifecycle events this is also where you set sensors, the rules that automatically add people to an open survey when their data matches, for example when someone is hired or leaves.

Communications, if you are sending email

Write your invitation and reminder emails, and send yourself a test so you can see what lands in someone's inbox before it lands in everyone's.

This is the phase that depends on what you chose in Invite. Pick a delivery method with no email in it and Communications does not appear, because there is nothing to write.

Settings

Three groups of switches: standard settings, including the minimum number of responses needed before results are reported; advanced settings; and demographic settings, which control how results can be sliced.

Launch

Review a summary of the whole event, make it active, and either send invitations now or schedule them. Once the event is live you can come back here to check your invitee list and add late invitees.

This is also where an approval request gets sent, if your account requires one. More on that below.

Crowdsource events

Crowdsource is a different kind of event, so it gets a different set of phases. You select the event type and go straight to Overview, with no prompt about templates or cloning.

Overview

Name the pulse, pick the account if you administer more than one, check that the right employee tags are attached, and set participation to restricted or unrestricted. Restricted keeps it to people inside your organization and is the recommended option. Then click Start.

Audience

Who can take part. Choose your entire organization, an email list, or a segment, and set the domain access and privacy options.

Survey Questions

The rated questions for the pulse. Pull them from the metric question library, from a pulse template, or write your own.

Crowdsource

The open-ended question people answer and vote on, which is the part that makes this event type what it is. Browse the library or write your own, and decide whether voting is on.

Settings

Whether participants see results in real time, whether managers can see results for their direct and indirect reports, which tags segment the results, and the wording of the thank you message.

Schedule

Start and close dates and times, and whether automated reminder emails go out.

Summary

Everything you chose, on one page. Use the pencil icon next to any section to go back and change it, then launch.

The Help link sits below the phases here too, and does the same thing.

360 feedback events

360 feedback works differently. Perceptyx sets up the event for you rather than you building it in the Event Builder, so there is no phase list to work through.

Once it is set up, your Administrators add and manage participants and view reports. Participants nominate the people they want feedback from and complete their own self-assessment.

If your event needs approval first

Your Administrator can require that Creators get sign off before an event goes live. If that applies to you, you will see it in the Launch phase: instead of making the event active, you click Send for Approval and the status changes to Waiting for Approval.

Your Administrator gets an alert in the platform, reviews the draft, and approves or declines it. Once it is approved you can launch. If you spot a problem while you are waiting, click Unsubmit to pull it back.

Where to go next

This article is the map. These are the step by step walkthroughs.

Point-In-Time and Lifecycle

• Create a New Listening Event | Point-In-Time & Lifecycle
• Enable and Customize Event Pages | Point-In-Time & Lifecycle
• Add & Manage Question Pages | Point-In-Time & Lifecycle
• Apply Conditional Logic to Event Content | Point-In-Time & Lifecycle
• Translate Your Event | Point-In-Time & Lifecycle
• Preview Your Event | Point-In-Time & Lifecycle
• Style Your Event | Point-In-Time & Lifecycle
• Add Participants | Point-In-Time & Lifecycle
• Create and Test Your Listening Event Communications | Point-In-Time & Lifecycle
• Configure Event Settings | Point-In-Time & Lifecycle
• Launch Your Listening Event | Point-In-Time & Lifecycle
• Listening Event Approval: Administrator and Creator Workflows | Point-In-Time & Lifecycle

Crowdsource

• Crowdsource Overview
• Create a New Listening Event | Crowdsource
• Define the Audience | Crowdsource
• Add & Manage Questions | Crowdsource
• Specify Settings Options | Crowdsource
• Set Schedule and Reminder Options | Crowdsource
• Review and Launch Your Event | Crowdsource

360 feedback

• Add Participants to Your Event | 360

Before and after the build

• Listen
• Design, Build, and Launch Your Listening Programs | Overview
• Launch Your Listening Event | Overview
• Manage Your Listening Program | Overview
• Self-Led and Perceptyx-Led Event Capabilities