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, 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. Settings
   Enable/disable event settings.

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

   2. Enable/disable demographic settings.

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

   1. Create your email invitation.

   2. Make your event active.

   3. Launch your event.

   4. Verify invitees.

   5. Add late invitees.

7. 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

1. Overview

Provide basic details to create your event. 

1. Verify or change the template you want to use.

2. Name your event.

3. Choose the assessment type (360 or 180).

2. Relationships

Verify/modify the relationships for the nomination group.

1. Optionally update relationship titles, descriptions, or minimum and maximum number of raters required for each relationship type.

2. Add new relationships, if necessary.

3. Settings

Specify nomination and reporting settings.

1. Enable/disable nomination autofill.

2. Specify if a self-assessment is required for report eligibility.

3. Specify minimum number of rater responses required for report eligibility.

4. Schedule

Specify scheduling and reminder settings.

1. Schedule the number of days the event will be open.

2. Specify the number of days after the event opens that reminders will be sent out.

5. Review

Review and verify the event information.

1. Confirm settings.

2. Launch the event.

6. Participants

Monitor participant progress throughout the stages of the event.

1. Pending Participant Invite

2. Nomination Period

3. Survey (Event) Period

4. Complete - Report Eligible

5. Complete - Report Ineligible

For more details and step-by-steps instructions, see the Create a New Listening Event | 360 article.

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. Results

Specify options for viewing results.

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.

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