Create a New Listening Event | Point-In-Time & Lifecycle

When you are ready to build your listening event, the first step is to create and save your event framework. Once the framework is created, you can proceed directly to building your content or you can come back at a later time to work on content and other details of the event.

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.

You can create a new listening event from a template, an existing event, or from scratch. Once you select your method, the main Event Builder workspace opens, you complete a few initial settings, and click Next: Content to save your new event and advance to the Content phase.

This article walks through:

• Access the Event Builder
• Complete the Overview Page
• Create an Event from a Template
• Create a New Event from an Existing Event
• Create a New Event from Scratch

Access the Event Builder

You access the Event Builder from the Listen platform page. Simply click Create New Event, optionally select a Business and Talent Priority, select an event type, and then choose whether to use a template, clone an existing event, or create an event from the ground up. At this point, the main Event Builder workspace becomes available.

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. Note that if you choose this option, the platform will not provide templates for building your listening event. 

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

The Listening Type page appears.

4. Click the type of listening event you want to use (Point in Time or Lifecycle) and then click Start Building (bottom right).

Options for creating the event appear.

5. Click Browse for the method you want to use to create the event and follow the onscreen prompts to create an event from a template, from an existing event, or from scratch.

Each option brings you to the Overview page. Once you complete the Overview page, your event is created and you can proceed to build content or come back to it at a later time.

Complete the Overview Page

Whether you choose to use a template, clone an event, or create a new event from scratch, you need to complete the Overview page to create your event framework and save it on the platform.

The top of the page includes options to change your selected Business and Talent Priority and your selected event template (if applicable). You can change these selections before or after creating the event.

The rest of the page contains the information needed to create the event.

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

• Event Name*: Give your event a title.

• Event Description*: Add notes about your event.

Note: Event participants cannot see this information.

• Event Languages: Select any of our 34 available languages (in addition to English). This field is not required unless you want your event available in multiple languages. 

• Event ID*: Specify a unique value to identify your event. 

Note: The Event ID becomes part of your event URL and cannot be edited after you create the event. This information is not visible to event participants; it is for Perceptyx internal use only.

2. Click Next: Content (bottom right).

A confirmation message appears.

3. Click Confirm.

The event is created and the Event Builder displays the Content page. You can progress through the Content phase or exit and build the content at another time. If you want to exit the Event Builder, click Save and Exit. The Listen page appears with your new event added in Draft mode.

Create an Event from a Template

You can quickly create an event using Perceptyx templates. Each template has predefined settings, categories, questions, response scales, and options. You can modify them as needed in the Content phase to suit your specific objectives. 

1. Access the Event Builder.

   1. Navigate to the Listen page.

   2. Click Create New Event (top right). 

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

   4. Click the type of listening event you want to use and then click Start Building (bottom right).

Options for creating the event appear.

2. Click Browse for the Use Templates option.

A list of available templates appears.

Note: The templates that display are determined by the Business and Talent Priority you selected. If you did not select a Business and Talent Priority, no templates will appear.

3. Click the name of the template you want to use (or the radio button to its left) to select it and then click Use Selected Template (bottom right).

The Overview page appears.

4. Complete the required (*) fields on the Overview page and then click Next: Content (bottom right).

A confirmation message appears.

5. Click Confirm.

Create a New Event from an Existing Event

You can also create a new event from an existing event by using the Clone Event option. When you clone an event, you create a new event with the same settings, questions, etc. as the existing event.

1. Access the Event Builder.

   1. Navigate to the Listen page.

   2. Click Create New Event (top right). 

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

   4. Click the type of listening event you want to use and then click Start Building (bottom right).

Options for creating the event appear.

2. Click Browse for the Clone Event option.

A list of available events appears.

3. Click the name of the event you want to clone (or the radio button to its left) to select it and then click Use Selected Event (bottom right).

The Overview page appears.

4. Complete the required (*) fields on the Overview page and then click Next: Content (bottom right).

A confirmation message appears.

5. Click Confirm.

Create a New Event from Scratch

When you create an event from scratch, there are no predefined pages, questions, colors, or formatting associated with it. You can specify these options in the subsequent phases.

1. Access the Event Builder.

   1. Navigate to the Listen page.

   2. Click Create New Event (top right). 

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

   4. Click the type of listening event you want to use and then click Start Building (bottom right).

Options for creating the event appear.

2. Click Browse for the Create New option.

The Overview page appears.

3. Complete the required (*) fields on the Overview page and then click Next: Content (bottom right).

A confirmation message appears.

4. Click Confirm.