Create and Edit Event Templates (Platform Admins Only) | Point-In-Time & Lifecycle

The Listening Events section of the Admin Portal includes an Event Templates option that takes you to the Event Templates library, where you’ll find all templates created by Perceptyx or your organization. Perceptyx provides 67 best-practice templates to help you get started quickly. The library makes it easy to view, customize, and activate templates, as well as build new events or templates from scratch, all in one place.

This article walks through:

• Access the Event Templates Library
• View Templates
• Create New Templates
• Edit Templates
• Delete Templates
• Build a New Event from a Template

Access the Event Templates Library

You access the Event Templates library directly from the Listening Events screen. 

The library displays the following information about each template:

• Type: Indicates if the template was created by Perceptyx or your organization. Click View Description to see a description of the template.

• Title: The name of the template.

• Category: The category associated with the template.

• Questions: The number of questions in the template.

• Active: Indicates whether  a template is active (available to users) or inactive (unavailable).

• Start Building: Begins the process of building an event from the template.

• Actions: Actions you can take for active templates (view, clone, or deactivate) and inactive templates (edit, delete, or activate).

You can click the Type, Title, Category, Questions, and Active column headings to sort the library in ascending or descending order by each heading.

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click the Gear icon.

The Admin Portal dashboard appears.

3. In the Platform Settings section of the left panel, click Listening Events.

4. Click the Point in Time and Lifecycle tab, if necessary.

5. Click Go to Event Templates.

The Event Templates library appears.

View Templates

You can easily view a template to determine if you want to use it for a new event or clone it to create a new template. When you view a template, you can see the content in the Overview, Content, and Styling phases in the Event Builder.

1. Navigate to the Event Templates library.

2. Find the template you want to view, click the Actions option, then select View.

3. Click through the Event Builder phases to view the template contents and styling.

Create New Templates

To create a template, you can clone an existing active template or start from scratch.

Clone an Existing Template

1. Navigate to the Event Templates library.

2. Find the template you want to clone.

   1. If you know the name of the template, type it in the Search box (top right), then press Enter or click the Search button.

   2. If you don’t know the name of the template, you can click the column headings to sort the library and then scroll through the titles.

3. Click the Actions option for the template, then select Clone.

A Clone dialog box appears, prompting you to designate a Template ID.

4. Type a Template ID, then click Clone.

The template is cloned in an inactive state, with the title “Copy of (template name).”

5. Click the Actions option for the cloned template, then select Edit.

The Overview screen appears.

6. Specify a new event name. You can also update the description or specify event languages, if necessary.

7. Click Next: Content.

The template is updated and the Content phase of the Event Builder appears. If you want to modify the template content, you can work your way through the Content and Styling phases in the Event Builder, just as you would to create a new listening event. 

8. When you reach the Publish phase, click Publish to make the new template active and available to other users. 

Note: If you aren’t ready to publish the template yet, click Save and Exit (top right). You can publish the template at a later time by clicking the Actions option and selecting Activate.

Create a Template from Scratch

If modifying an existing template doesn’t meet your needs, you can create a new template from scratch. Much like editing an existing template, you work through the Content and Styling phases of the Event Builder to define the details for your new template.

1. Navigate to the Event Templates library.

2. Click + Create New Template (top right).

The Event Builder opens displaying the Overview screen.

3. Specify the name, description, language(s) if applicable, and Event ID, then click Next: Content.

A confirmation message appears.

4. Click Confirm.

The Event Builder displays the Content screen.

5. Work your way through the Content and Styling  phases of the Event Builder, just as you would to create a new listening event.

6. When you reach the Publish phase, click Publish to make the new template active and available to other users.

Note: If you aren’t ready to publish the template yet, click Save and Exit (top right). You can publish the template at a later time by displaying the Actions dropdown and selecting Activate.

Edit Templates

You can edit a template that is inactive. You can edit an active template by changing the status to inactive and making modifications.

1. Navigate to the Event Templates library.

2. Find the inactive template you want to edit.

Note: If the template is active, click the Actions option, then select Deactivate. When the confirmation message appears, click Confirm.

3. Click the Action option for the template, then select Edit.

The Event Builder opens.

4. Work through the Event Builder as needed to make and save/publish your changes.

Delete Templates

You can delete an inactive template.

1. Navigate to the Event Templates library.

2. Find the inactive template you want to delete.

Note: If the template is active, click the Actions option, then select Deactivate. When the confirmation message appears, click Confirm.

3. Click the Actions option for the template, then select Delete.

A confirmation message appears.

4. Click Confirm.

The template is permanently deleted.

Build a New Event from a Template

When in the Event Templates library, you can build an event from any active template.

1. Navigate to the Event Templates library.

2. Find the template you want to use and click Start Building.

A popup appears, prompting you to create an Event ID.

3. Type an Event ID, then click Build.

The Event Builder opens with the Overview page displayed.

4. Change the event name and description as applicable, and proceed through the Event Builder, modifying the event as needed.

Note: For detailed instructions about creating an event in the Event Builder, see the following articles:

• 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

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

• Apply Conditional Logic to Event Content | Point-In-Time & Lifecycle

• Translate Your Event | Point-In-Time & Lifecycle

• Style Your Event | Point-In-Time & Lifecycle