Create a New Listening Event | Crowdsource

When you are ready to build your listening event, the first step is to use the Event Builder to create and save your event framework. Once the framework is created, you can proceed directly to completing the remaining phases in the Event Builder or you can come back to complete the event details at a later time.

Note: For an overview of the Event Builder, see the Build Your Listening Program (Overview) article.

If Perceptyx has loaded your organization’s Business and Talent Priorities into the platform, you will be prompted to optionally choose the priority you want to address and then choose the type of listening event. The platform presents recommendations based on your business priorities to help you build the most effective event for your purposes. You can choose to build your event without completing this step.

This article walks through:

• Create and Save the Event

Create and Save the Event

When creating a Crowdsource event, you are taken to the Overview page as soon as you select the event type. Complete the Overview page to create your event framework and save it on the platform. 

1. Navigate to the Listen page.

2. Click Create New Event (top right). 

The Business and Talent Priority page appears.

Note: If your organization is not contracted for any Perceptyx-led listening events, your Customer Success Manager can assist with loading Business and Talent Priorities, if you have created them, into the platform.

Note: If you don’t want to select a business and talent priority, click Create an event outside of these Business and Talent Priorities at the bottom of the page. 

3. Click the priority you want to work on and then click Next.

The Listening Type page appears.

4. Click the Crowdsource listening event type and then click Start Building (bottom right).

The main Event Builder workspace opens, displaying the Overview page.

For Crowdsource events the Overview page provides options to select a different Business & Talent Priority, name your event, select another account (if applicable), view the options associated with the employee tags (demographics for filtering overall organization results by meaningful groups, such as Department or Location), and specify whether participation will be restricted or unrestricted. 

5. If you want to select a different Business & Talent Priority, click the Business and Talent Priority drop down and then select a priority.

6. Complete the required (*) fields on the Overview page:

• Pulse Name*: Give your event a title.

• Account: If you are an administrator for multiple accounts, select the account you want to create the pulse for. 

• Employee Tags: Verify that the correct employee tags are associated with the account you choose. (If the tags are not correct, contact your Customer Success Manager.)

• Participation Type: 

  • Restricted (recommended) - Limited to individuals within your organization

  • Unrestricted - Available to individuals within or outside your organization

7. Click Start (bottom right).

The event is created and the Event Builder displays the Audience page. You can progress through the remaining phases or exit and continue at another time. If you want to exit the Event Builder, click Save & Exit (top right). The Listen page appears with your new event added in Draft mode.