Create a Custom 360 Listening Event | 360

Create a Custom 360 Listening Event

In addition to creating a 360 listening event from a Perceptyx survey or by cloning an existing event (as described in the Create a New Listening Event | 360 article), you can create a custom survey to use in your 360 listening events. When you build a custom survey, you can add your own questions, apply styling, and apply conditional logic, if needed. After you create and activate the survey, it becomes available within the Use Existing Survey option when you create your 360 events. 

This article walks through:

• Create the Custom 360 Survey
• Enable and Customize Survey Pages
• Add and Delete Question Pages
• Add and Manage Questions
• Apply Conditional Logic (Optional)
• Style the Survey
• Activate the 360 Survey
• Create a 360 Event Based on the Custom 360 Survey

Create the Custom 360 Survey

When creating a custom 360 survey, the Event Builder prompts you to choose an existing survey or clone an existing event. Choosing the existing survey option provides a path to build your own custom content. After you choose your building method, you complete the Overview page in the Event Builder to create the survey and start the customization process. 

Important: When building a custom 360 survey, you must activate the survey to save your work. Once you activate, your 360 survey saves and you can use it to create 360 listening events. Be sure to complete all steps as described in this article and activate before you leave your work.

1. Log in to the People Insights Platform.

2. Navigate to the Listen page.

3. Click Create New Listening Event (top right). 

The Business and Talent Priority page appears.

The Business and Talent Priorities that appear on screen vary based on which ones your organization has chosen to have loaded. For 360 events, the Manager Effectiveness Business and Talent Priority is typically the most appropriate.

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. 

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

The Listening Type page appears.

5. Click the 360 Feedback listening event type and then click Start Building (bottom right).

The New Program Event dialog box appears, prompting you to browse available surveys or clone an existing event.

6. Click Browse Surveys.

The New Program Event dialog box updates to show available surveys.

7. Click Create New (top right).

The Choose an Option dialog box appears.

• Use Templates provides a list of Perceptyx 360 templates to use as a starting point for a custom 360 survey.

• Clone Event allows the user to start a new 360 survey as a copy of a previous custom 360 survey.

• Create New starts a new custom 360 survey from scratch. 

8. Click Create New Event.

The Event Builder workspace opens, displaying the Overview page.

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

• Event Name*: This becomes the 360 survey title you will see when selecting it to create  your 360 event. 

• Event Description: Provide a brief description of the survey.

10. If you want to make the survey available in multiple languages, display the Event Languages dropdown and select the checkbox for each language you want to include.

11. Click Next: Content (bottom right).

A New Event confirmation message appears.

12. Click Confirm.

The survey is created and the Event Builder displays options for the Content phase.

Important: Your survey is not yet saved. You must complete the Content, Styling, and Activate phases before your customized survey is saved. Be sure to complete all steps as described in this article and activate before you leave your work.

Enable and Customize Survey Pages

After you complete the Overview information, you enter the Content phase, where you can enable and customize specific types of pages and work with questions. As you enable pages, options/tabs for the pages become active in the Event Builder workspace.

Consent Page

If you want to require that participants consent to completing the survey, enable the Consent Page. 

1. In the event workspace, click the Consent tab to display the Consent Page options.

2. Turn on the Enable Consent Page toggle.

Consent page options are enabled in the workspace.

Note: When you enable the Consent page, the Welcome pages are enabled as well.

3. Edit the consent text options or use the default text. Use the formatting toolbar to enhance the look of your content.

   1. Consent Yes: Type the text for the consent option. If the user clicks this option, they can proceed to the survey.

   2. Consent No: Type the text for the do not consent option. If the user clicks this option, the survey page will close.

   3. Consent Body: Type the text that explains the consent requirement.

Self Welcome Page

You can include the Self Welcome page to present the survey to participants completing their self-assessment and explain its purpose, your goals, or any other pertinent information. If you choose to use a Consent page, the consent text and options appear at the bottom of the Self Welcome page when participants start the event.

1. In the event workspace, click the Self Welcome tab to display the Self Welcome page options.

2. Turn on the Enable Self Welcome Page toggle.

Self Welcome page options are enabled in the workspace.

Note: If your survey includes a Consent page, the Self Welcome page toggle is already turned on. 

3. Edit the welcome text options or use the default text. Use the formatting toolbar to enhance the look of your content.

   1. Self Welcome Page Title: Type the text for the title that introduces the welcome text.

   2. Self Welcome Page Body: Type the text for the welcome message. 

Rater Welcome Page

You can include the Rater Welcome page to present the survey to raters completing the participant assessment and explain its purpose, your goals, or any other pertinent information. If you choose to use a Consent page, the consent text and options appear at the bottom of the Rater Welcome page when raters start the survey.

1. In the event workspace, click the Rater Welcome tab to display the Rater Welcome page options.

2. Turn on the Enable Rater Welcome Page toggle.

Rater Welcome page options are enabled in the workspace.

Note: If your survey includes a Consent page, the Rater Welcome page toggle is already turned on. 

3. Edit the welcome text options or use the default text. Use the formatting toolbar to enhance the look of your content.

   1. Rater Welcome Page Title: Type the text for the title that introduces the welcome text.

   2. Rater Welcome Page Body: Type the text for the welcome message. 

Questions Page

The Questions page is addressed in the Add and Manage Questions section of this article.

Thank You Page

The survey ends with a required Thank You page that displays after a participant or rater clicks Submit at the end of the survey. There is no toggle to turn on for the Thank You page; however, you can modify the default title and body text.

1. In the event workspace, click the Thank You tab.

The Thank You page options appear.

2. Edit the options or use the default text:

   1. Thank You Page Title: Type the title text that will display on the Thank You page.

   2. Thank You Page Body: Type the main text that will display on the Thank You page.

Add and Delete Question Pages

When you create your survey from scratch, it contains a single, empty question page. You can add question pages at any time to:

• Keep related questions together

• Limit the number of questions per page (for readability)

• Isolate specific questions (for applying conditional logic)

After you add a question page you can move it to a new location as needed. You can also delete pages.

Add a Question Page

1. In the workspace, click the Questions tab.

A single, empty page appears.

2. Scroll to the bottom of the event and click Add New Page.

A new page is added to the bottom of the survey.

3. To move the page, click the up arrow or down arrow for the page (top right) to move it up or down.

Delete a Question Page

If you no longer need a page, you can easily delete it. If the page contains questions you don’t want to delete, move them to another page before you delete the page.

1. In the workspace, click the Questions tab.

2. Scroll to the page you want to delete.

3. At the top of the page, click the trash can icon (top right).

The page is deleted.

Add and Manage Questions

When building a custom survey, you can add (and modify) questions from the Perceptyx Question Library, add your own custom questions, and add miscellaneous text. You use the Questions page in the Event Builder to add your questions.

Add Questions from the Perceptyx Question Library

Our Question Library enables you to select questions based on our best practices.. 

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 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

You can easily edit questions from the Question Library.

1. Click the question you want to edit.

The Edit Question dialog box appears.

2. 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.

3. Click Proceed.

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

Add Custom Questions

You can easily add your own custom questions to the survey. Keep in mind that custom questions are not tied to Perceptyx benchmarks. 

You can add two 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.

• 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.

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

The New Question dialog box appears.

2. In the Question Setup section, select a Question Type (Favorability or Comment).

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

This text appears as the question in your survey.

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

5. Click the up arrow to close the dropdown.

6. Specify the Answer Setup options.

Favorability Question: 

1. Display the Scale Type dropdown, then click a scale option. 

Predefined Scale:

1. If you want to add a Not Applicable option, click Add Not Applicable (N/A). 

Custom Scale:

1. In the Custom Scale Title box, type a name for the custom scale.

2. Click the Enter New Value box, type the first response option, then press Enter or click the check mark icon.

3. Repeat the process for the remaining response options. 

Comment Question:

1. If you want to enforce a character limit, type the limit number in the Character Limit box or use the arrows to increase or decrease the limit.

Note: If you choose the Favorability Question Type, it is important to order the Scale Type options from most unfavorable (at the top) to most favorable (at the bottom).

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

8. 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.

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

The New Misc Text dialog box appears.

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

3. Click Save.

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

4. 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 delete any questions you don’t want to use, whether they were added from the Perceptyx Question Library or added as custom questions.

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

2. Click the trash can icon next to the question to be deleted.

A confirmation message appears.

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

2. Below the page name, click Select Questions.

The option changes to Question Actions.

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

4. Click Question Actions and then select an option:

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

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

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

   • Cancel: Cancel the question action without making any changes.

5. If you want to apply conditional logic, complete the steps in the Apply Conditional Logic section below; otherwise, click Next: Styling (bottom right) to proceed to the Styling phase in the Event Builder.

Apply Conditional Logic (Optional)

Conditional logic allows you to specify that certain questions or pages be skipped or displayed depending on whether specific conditions are met. You can apply three types of logic to your custom 360 survey:

• Skip logic: Advances respondents to a future point in the survey based on how they respond to a question

• Display logic: Displays a question only when a certain condition is met, such as a specific question response or relationship demographic

• Page logic: Displays an entire page of questions only when a certain condition is met, such as a specific question response or relationship demographic

Apply Skip Logic to a Question

You apply skip logic to a question that will not display if a respondent answers a preceding question a specific way. For example, if a respondent answers Strongly Agree or Agree to a question asking if they are comfortable discussing concerns with their manager, skip logic can skip a follow-up question that asks about confidence that discussions will be kept confidential.

To apply skip logic to a question, the following conditions must be met:

• The question type must be Favorability.

• The question must be either the only question or the last question on the survey page.

• The page containing the question must be followed by another page that contains at least one question.

1. In the workspace, click the Questions tab.

2. Click the question you want to apply skip logic to. 

The Edit Question dialog box appears.

3. Click the Skip Logic tab.

4. For the answer option(s) you want to add skip logic to, click the Skip To dropdown, then select where the respondent should be sent in the survey. You can skip the respondent to a future point in the survey, or to the end of the survey.

5. Click Save.

The logic is applied to the question.

Apply Display Logic to a Question

Display logic displays a question only when a certain condition is met, such as a specific question response or relationship demographic. For example, if a respondent answers Disagree or Strongly Disagree to a question about their manager clearly communicating performance expectations, display logic can display a follow-up question asking what aspects of their performance expectations they feel are unclear. 

Note: If following up with an open-ended question, make the question text descriptive so you know which item it pertains to. If you are using follow-up questions for multiple items but you use something generic, like Please elaborate for all of them, it can be difficult to distinguish them from each other. 

Another example is displaying a question about discussing career goals with the manager only if the respondent is a direct report, as defined in the HRIS data.

1. In the workspace, click the Questions tab.

2. Click the question you want to apply display logic to. 

The Edit Question dialog box appears.

3. Click the Display Logic tab.

The tab displays condition options for the question.

4. Choose between applying the logic to a question or an HRIS demographic:

Question:

1. Click the Condition dropdown, then select Question. 

2. Click the Select a Question dropdown, then select the question for which certain responses will trigger the display logic.

3. Click the adjacent dropdown, then select the answer(s) that will trigger the display logic.

Note: If you want to specify another condition, click the plus sign icon to display another set of condition options.

4. Click Save.

The logic is applied, and an Edit Display Logic icon appears next to the question on the survey page. 

HRIS Demographic:

1. Click the Condition dropdown, then select HRIS Demographic.

2. Click the Select a Demographic dropdown, then select Relationship.

3. Click the adjacent dropdown, then select the relationship(s) that will trigger the display logic.

Note: If you want to specify another condition, click the plus sign icon to display another set of condition options.

4. Click Save.

The logic is applied, and an Edit Display Logic icon appears next to the question on the survey page. 

Apply Page Logic

Page logic displays an entire page of questions only when a certain condition is met, such as a specific question response or demographic selection. For example, if you want to ask only employees who disagree or strongly disagree that the manager effectively handles performance reviews questions specific to the handling of performance reviews, you can apply page logic so the page with those questions displays only if the respondent replies Disagree or Strongly Disagree to a question about the manager effectively handling performance reviews. Another example is displaying a page with questions about performance reviews only if the respondent is a direct report, as defined in the HRIS data.

1. In the workspace, click the Questions tab.

2. Click +Page Logic at the top of the page you want to apply page logic to. 

The Page Logic dialog box appears with condition options for displaying the page.

3. Choose between applying the logic to a question or an HRIS demographic:

Question:

1. Display the Condition dropdown, then select Question.

2. Display the Select a Question dropdown, then select the question for which certain responses will trigger the display logic.

3. Display the adjacent dropdown, then select the answers that will trigger the page logic.

In the example above, the questions on page 2 will display only if a respondent answers Strongly Disagree or Disagree for the question “I am comfortable discussing concerns with my manager.” 

4. If you want to add an OR condition, click + Or Condition, then make your selections in the condition dropdown fields.

5. Click Save and Apply.

The logic is applied, and an Edit Page Logic icon displays at the top of the survey page.

HRIS Demographic:

1. Display the Condition dropdown, then select HRIS Demographic.

2. Display the Select a Demographic dropdown, then select Relationship.

3. Display the adjacent dropdown, then select the relationship(s) that will trigger the page logic.

4. If you want to add an OR condition, click + Or Condition, then make your selections in the condition dropdown fields.

5. Click Save and Apply.

The logic is applied, and an Edit Page Logic icon displays at the top of the survey page.

Note: Applying page logic is very similar to applying display logic. The best time to use page logic is when you have an entire page of questions that must all meet the same condition. If you're looking to set conditional logic on an individual question and not an entire page, consider using display logic.

4. Click Next: Styling to move to the Styling phase in the Event Builder.

Style the Survey

After you add and customize your questions and pages, you can optionally style the survey. You can customize the survey colors, text formatting, page layout, and images. Clicking Next: Styling in the Event Builder displays the Styling screen.

Change Color Settings

You can use the Colors settings to modify colors for several elements of your survey. Choose a color from the color box, a color slider, or use the eye dropper to click a color you want to use. You can also type in an RGB value, an HSL value, or a hex number if you have specific colors for your brand. Hover over the information (i) icon to see a description of each color option.

1. In the Color section, click a color to display the color settings options.

2. Specify a new color for each survey element you want to change.

   • Color Box 
     Click the circle in the top-right corner of the color box and drag it to find the color you want.

   • Eye Dropper

Click the eye dropper icon and then click on a color anywhere on your desktop or an open application or document.

• Color Slider

Drag the circle in the color slider to change the color.

• RGB Values

Type the RGB values in the number boxes.

• HSL Values

Click the up or down arrow in the RGB section to display the HSL option, then type the HSL values in the number boxes.

• Hex Number
  Click the up or down arrow in the RGB section twice to display the HEX option. Double-click the current hex number and then type a new hex number. Make sure to precede the hex number with the pound symbol (#).

Text Formatting

The Text Formatting settings specify the font for your survey header. Currently, only the Proxima Nova font is available, and is set for your survey. More font options will be available in future updates. 

Page Layout

The Page Layout settings specify content alignment on pages that do not contain questions (e.g., Welcome page, Thank You page), display orientation (landscape or portrait), and inclusion of progress indicators at the top of survey pages.

1. In the Content Alignment section, select Left, Center, or Right.

2. In the Layout section, select Landscape or Portrait.  

3. In the Progress section, click Page Numbers, Progress Bar, or None.

Images

You can use the Images settings to upload your own images for specific survey pages. Hover over the Information (i) icon to see a description of each option.

Note: Perceptyx provides default images for some of the pages. You can use the default images or replace them with your own images.

1. Click Choose File for an item or page, navigate to the image file, then double-click the file name to upload.

Note: Images can be no larger than 30MB and must be in .png or .jpg format.

2. If you want to specify alternative text, click the Alternative Text box, then type the text.

3. If you want to remove a default image, clear the Enable Default Image checkbox.

Activate the 360 Survey

After you have specified your questions and optionally applied conditional logic/styled the event, you are ready to activate your custom 360 survey. Activation saves all your work and makes the survey available for building a custom event using the standard 360 Event Builder workflow.

1. If necessary, click through the Styling phase and then click Next: Activate.

The Activate screen appears.

2. Click Make Event Active.

A confirmation message appears to indicate that the event is now active and can be used as a listening event.

3. Click Go Back to Listening to return to the Listen page.

Your active survey is now available for building 360 events. 

Create a 360 Event Based on the Custom 360 Survey

1. Navigate to the Listen page, if necessary.

2. Click Create New Listening Event.

3. Click a Business and Talent Priority, then click Next.

4. Click 360, then click Start Building.

The New Program dialog box appears.

5. Click Browse Surveys.

The New Program Event dialog box updates to show available surveys.

6. Select your custom 360 survey, then click Use Selected Survey.

A new 360 event that uses your questions and customizations is created and the Overview page appears.

7. Complete the steps to define the relationships, settings, schedule, and participants as detailed in the Create a New Listening Event | 360 article.