Build Your Listening Program | Overview

Your listening program can consist of one or more individual listening events. You can build your listening program by using the Event Builder to build and manage your listening events. The Event Builder walks you through the process of creating your event framework, building the content, customizing the styling (if applicable), inviting participants, creating and testing event emails, modifying settings, and launching your event. As you work through the process, the highlighted option in the Event Builder indicates which phase you are working in. You can click options in the Event Builder to navigate between phases as needed.

This article walks through:

• Event Builder Overview

To view an overview video:

• Overview Video

Event Builder Overview

The Event Builder begins with three prompts to establish your listening objective, event type, and building option, and then opens the main Event Builder workspace.

Once in the Event Builder workspace, you’ll walk through the required building phases. Click each for step-by-step instructions for each phase.

Point-In-Time and Lifecycle Events

1. Overview
   Provide basic details to create your event. Once you click Next: Content, your event saves as a draft and you move to the Content phase.

   1. Create your event and complete the Overview information.

2. Content
   Build the content of your event (pages, questions, logic, etc.) and customize your survey.

   1. Enable the pages to be included.

   2. Build your event content (e.g., questions, logic, etc.).

   3. Preview your event. *

   4. Translate your survey (if applicable). 

* Can be done at any phase after you begin building your content.

3. Styling
   Select style options for components of the event instrument or keep default options.

   1. Specify colors.

   2. Specify text formatting.

   3. Specify content alignment and the use of page numbers or a progress bar.

   4. Specify images.

4. Invite
   Select a delivery method and specify event participants.

   1. Invite participants.

   2. Specify sensors (always on lifecycle events only).

5. Communications

   1. Create and customize email communications (invitation/reminders)

   2. Test email communications

6. Settings
   Enable/disable event settings.

   1. Enable/disable Standard settings (and specify minimum # responses, if applicable).

   2. Enable/disable Advanced settings.

   3. Enable/disable demographic settings.

7. Launch
   Launch your event immediately or schedule a future time to launch.

   1. Make your event active.

   2. Create and schedule notifications.

   3. Launch your event.

   4. Verify invitees.

   5. Add late invitees.

8. Help
   Access the Knowledge Base, which contains overview and step-by-step articles to help you design, build, and manage your listening events.

For more details and step-by-steps instructions, see the Create a New Listening Event | Point-In-Time & Lifecycle article.

360 Events

Perceptyx creates initial 360 events for you. Your administrators can add and manage participants and view reports. Participants can nominate raters and complete self-assessments.

Crowdsource Events

1. Overview

Provide basic details to create your event.

1. Enter a name for the pulse (event).

2. Choose the participation type (restricted or unrestricted).

2. Audience

Create and define the event audience and related settings

1. Select your audience option: Entire Organization, Email List, or Segment.

2. Enable/disable domain access.

3. Enable/disable privacy setting.

3. Survey Questions

Add metric (scaled) questions for the pulse.

1. Choose the question source: Metric Question Library, Pulse Templates, or Custom Questions.

4. Crowdsource

Add the open-ended question that will be available to crowdsourcing.

1. Browse the library or type your own question.

2. Enable/disable voting on the question.

5. Settings

Specify options for viewing results and for acknowledgement (thank you) messages.

1. Specify if participants will see the pulse results in real time.

2. Specify if managers can view their results by direct and indirect reports.

3. Select tags to use in segmenting the results.

4. Optionally update the text for the thank you messages.

6. Schedule

Set the event start and end dates and whether reminders will be sent.

1. Specify a start date and time (if not sending immediately).

2. Specify a close date and time.

3. Enable/disable automated email reminders.

7. Summary

Review event settings, make any necessary changes, and launch the event.

1. Review the summary of your event selections.

2. Use the pencil icon to edit selections for any sections as needed.

3. Launch your event. 

        8. Help
            Access the Knowledge Base, which contains overview and step-by-step articles to help you design, build, and manage your listening                events.

For more details and step-by-steps instructions, see the Create a New Listening Event | Crowdsource article.

Overview Video