Add & Manage Questions | Point-In-Time & Lifecycle

Whether you have used a template or cloned event or built your event from scratch, you can add questions at any time while the event is in draft status. You can add questions from the Perceptyx Question Library, add your own custom questions, and even add miscellaneous text. Once a question is added, you can move it to another page or another position on the current page. You can also delete any questions you don’t want to use.

This article walks through:

• Access the Questions Page 
• Add Questions from the Perceptyx Question Library
• Add Custom Questions
• Add Miscellaneous Text
• Delete Questions
• Expand and Collapse Question Details
• Apply Question Actions

Access the Questions Page 

The Questions page is included with the other event pages in the Content phase of the Event Builder. If you used a template to create your event or cloned an existing event, the Questions page will already contain questions. If you built your event from scratch, the page will be empty.

1. Navigate to the Content phase for the event you want to work with.

From within the Event Builder:

1. Click Content in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens, displaying the Overview page.

2. In the left panel, click Content.

         2. In the workspace, click the Questions tab.

Add Questions from the Perceptyx Question Library

Our Question Library enables you to select questions based on our best practices. All questions from the Question Library include Perceptyx benchmarks and are available in the Benchmark Report. 

You can edit question text after you add the questions to the workspace. If you edit a question from the library, you will receive a warning message because changes to the question wording could negatively impact how results compare to the Perceptyx benchmark and may also affect translations.

The Question Library contains questions in 36 categories.

Add a Question from the Question Library

1. In the workspace, click the Questions tab.

2. At the bottom of the page you want to add the question to, click Question Library.

The Question Library dialog box appears.

Question categories display on the left side and the questions for the selected category display on the right. You can use the Filter Categories box to filter the categories by specific key words or phrases. You can use the Search Questions box to search for a specific question by a key word or phrase. You can also click Export to Excel to export the entire Question Library to an Excel document.

3. Click a category.

4. Select the checkbox next to each question you want to add.

5. Select additional categories and questions, if appropriate.

6. Click Add Selected.

The questions are added to the survey.

Note: If you want to select all the questions in a category, click the Questions checkbox at the top of the question list to select all the questions at once. 

Edit a Question from the Question Library

1. In the workspace, click the Questions tab.

2. Display the Actions dropdown next to the question you want to edit, then select Edit.

The Edit Question dialog box appears.

3. Edit the text in the Question Text box, then click Save.

A confirmation message displays with a warning that your changes may impact benchmarks and a reminder to update translations, if applicable.

4. Click Proceed.

The question updates in your event. The changes do not affect the question within the library.

Add Custom Questions

You can add your own custom questions to an event – even if you used a template to create the event. Keep in mind that custom questions are not tied to Perceptyx benchmarks. 

You can add five types of questions:

• Favorability
  A closed-ended question type that lets respondents select a single answer option. The results for a Favorability question type are included in both the Favorability report and the Survey Results report. In the Favorability report, the user can run driver analysis per each scaled question.

• Single Selection
  A closed-ended question type that lets respondents select a single answer from multiple options. The results for a Single Selection question type are included in the Survey Results report.

• Multiple Choice
  A closed-ended question type that lets respondents select two or more answers from multiple options. You can set a response limit to restrict the number of options a respondent can select. The results for a Multiple Choice question type are included in the Survey Results report.

• Ranking
  Asks respondents to compare items to each other by placing them in order of preference. An average ranking is calculated for each answer choice. The results for a Ranking question type are included in the Survey Results report.

• Comment
  An open-ended question type that lets respondents provide written feedback. The results for a Comment question type are included in the Comments report.

Add a Custom Question

1. In the workspace, click the Questions tab.

2. At the bottom of the page you want to add the question to, click New Question.

The New Question dialog box appears.

3. In the Question Setup section, select a Question Type (Favorability, Single Selection, Multiple Choice, Ranking, or Comment).

4. Click the Question Text box, then type your question text.

This text appears as the question in your event.

5. Click the Categories dropdown, then select a category or type your own category name.

Note: If the category you need does not appear in the dropdown list, click the If the Category You Need… box, type a category name, then click + Add New Category.

6. Specify the Answer Setup options: 

For a Favorability question, select a predefined scale or create a custom scale:

1. Predefined Scale:

   1. Display the Scale Type dropdown, then select a scale type.

   2. Leave the options ordered from most unfavorable (at the top) to most favorable (at the bottom). 

   3. Click Add Not Applicable (N/A) if you want to include a Not Applicable response option.

2. Custom Scale:

   1. Display the Scale Type dropdown, then select Custom Scale.

   2. Click the Custom Scale Title box, then type a name for your custom scale.

   3. Click the Enter New Value box, type the first response option, then click the plus sign icon (or press Enter).

   4. Repeat the process for the remaining response options. 

For a Single Selection question:

1. Click the Enter New Value box, type the first response option, then click the plus sign icon (or press Enter).

2. Repeat the process for the remaining response options.

For a Multiple Choice or Ranking question:

1. Click the Enter New Value box, type the first response option, then click the plus sign icon (or press Enter).

2. Repeat the process for the remaining response options.

3. Click the Response Limit box, then type the maximum number of responses to be selected.

For a Comment question:

1. Click the Character Limit box, then type the maximum number of characters for responses. If you don’t want to use a character limit, leave the number at 0.

Note: For any type of question (except comments), you can click Add Not Applicable (N/A) if you want to include a Not Applicable response option..

7. Specify the display type for the answer options (not applicable for comment questions):

   1. Display the Display Type dropdown.

   2. Select Radio to display the answer options as individual buttons or select Pulldown to display the answer options in a pulldown list.

Note: If a question has more than eight response options, Pulldown is the only available display type. If the question type is Multiple Choice, the display type options are Checkbox or Pulldown.  

Note: The display type cannot be changed for questions used from the Perceptyx Question Library.

8. If you want to add the question to the Question Library, select the Add to Question Library checkbox. 

9. Click Save.

Add Miscellaneous Text

You can add miscellaneous text to any page. You can use miscellaneous text to include definitions or details explaining specific questions.

Add Miscellaneous Text

1. In the workspace, click the Questions tab.

2. At the bottom of the page you want to add the text to, click Misc Text.

The New Misc Text dialog box appears.

3. Click the Misc Text box, then type your text.

4. Click Save.

The text is saved as a question on the survey page.

5. Move the miscellaneous text above the question you want it to precede:

   1. Click and hold the 6-dot symbol for the text, then drag it to the appropriate location.

Delete Questions

You can remove any questions you don’t want to use, whether they were included as part of a template or cloned event, added from the Perceptyx Question Library, or added as custom questions.

1. In the workspace, click the Questions tab.

2. Navigate to the page with the question you want to delete.

3. Display the Actions dropdown for the question you want to delete, then select Delete.

A confirmation message appears.

4. Click Delete.

The question is deleted.

Expand and Collapse Question Details

You can expand question details to see information about the question type and category.

1. In the workspace, click the Questions tab.

2. Navigate to the page with the question you want to view information for.

3. Below the page title click Expand Questions.

All the questions on the page expand to show their details.

4. Click Collapse Questions to collapse the question details.

Apply Question Actions

You can easily select questions and apply actions to them, including making them required, moving them to another page, or deleting them.

1. In the workspace, click the Questions tab.

2. Navigate to the page with the questions you want to work with.

3. Below the page name, click Select Questions.

The option changes to Question Actions.

4. Select the checkbox for one or more questions you want to apply an action to.

5. Click Question Actions and then select an option:

   • Make Required: The respondent must answer the question(s) to move forward in the event.

   • Move to a New Page: Moves the selected question(s) to a new page at the end of the event.

   • Delete Questions: Deletes the selected question(s).