Manage Your Live Listening Event | Point-In-Time & Lifecycle

Modified on Wed, 9 Sep at 2:42 PM

Listen

Your event is out there and answers are coming in. You can still tidy things up while it runs, and there are two bigger resets if you need them.

 

Once an event is live, most of it is locked so that everyone answers the same questions in the same order. A few things are still open to you though. You can fix wording, adjust styling, and take a question out of circulation without stopping the event. If you need to go further than that, you can copy the event or take it back to draft.

Find your event

Everything in this article starts in the same place.

  1. Go to the Listen page.
    Your events are listed here.
  2. In the Live Events section or the All Events section, click Manage Event for the event you want.
    The Event Builder opens, displaying the Overview page.

From here, editing happens in the Launch phase in the left panel. Duplicating and reverting both happen from the Event Options dropdown at the top right.

Edit your event

You can edit your event at any point before it closes, but only within limits. The idea is that you can correct things without changing what you are actually measuring partway through.

What you can and cannot change

You can edit the wording of existing questions, change logos and colors, and hide or unhide existing questions, miscellaneous text and demographic questions.

You cannot add or delete questions, and you cannot add or delete answer options.

Turn on editing mode

  1. In the left panel, click Launch.
    The Launch page appears.
  2. Click Edit Live Survey at the top right.
    Editing mode is on, and the button changes to Exit Editing.
The Launch page for a live event, showing a banner that reads Your Event is active and the Edit Live Survey button at the top right

Change styling

If you need to adjust colors, logos or text alignment, that lives under Settings.

  1. In the left panel, click Settings.
  2. Make your changes.

Some styling settings are not available for editing while your event is live. For what each setting does, see Style Your Event | Point-In-Time & Lifecycle.

Edit question wording

This is for small corrections, a typo or a confusing phrase. Keep changes light. If you rewrite a question halfway through, the people who answered before and the people who answered after are no longer answering the same thing.

  1. In the left panel, click Content, then click the Questions tab.
  2. Open the Actions dropdown for the question you want to edit, then select Edit.
    The Edit Question dialog box appears.
  3. Make your change in the Question Text box, then click Save.
  4. If you changed a benchmark question, a confirmation message appears. Click Proceed.

Two things to watch

Changing a benchmarked item can affect benchmark reporting, because the comparison assumes the question is worded the way it was measured.

If your event runs in more than one language, the translations do not follow your edit. You will need to update them yourself.

Hide or unhide questions, text and demographics

On events that run for a long time, you sometimes need to take an item out of circulation without ending the event. Hiding does that.

  • Respondents no longer see the item.
  • Administrators and creators still see it in the Event Builder.
  • Answers already collected are kept and still appear in reporting.
  • The item collects nothing new while it is hidden.

Availability

Hiding is not available on every event. If you do not see the option, your Perceptyx contact can tell you whether your event supports it.

Conditional logic

If you hide a question that other questions depend on, those dependent questions are hidden too. You also cannot add conditional logic to a question while it is hidden.

To hide a question or miscellaneous text

  1. In the left panel, click Content, then click the Questions tab.
  2. Click Expand Questions above the first question.
    Each question opens up to show its configuration details.
  3. Open the Actions dropdown for the question or text you want to hide, then select Hide From Survey.
    A confirmation message appears.
  4. Click Hide.
    The item is marked as hidden and stops appearing for respondents.
The Questions tab with Expand Questions turned on, showing the Actions dropdown at the end of each question row and a hidden marker on one question

To bring it back, open its Actions dropdown, select Unhide From Survey, then click Unhide. Hidden items only show once you have clicked Expand Questions, so start there if you cannot find the one you are looking for.

To hide a demographic question

  1. In the left panel, click Content, then click the Demographics tab.
  2. Open the Actions dropdown for the question you want to hide, then select Hide From Survey.
    A confirmation message appears.
  3. Click Hide.
    The question is marked as hidden and stops appearing for respondents.
The Demographics tab showing a demographic question tagged Required and Hidden, with its Actions dropdown at the right of the row

To bring it back, open its Actions dropdown, select Unhide From Survey, then click Unhide.

Review and apply your changes

Nothing you have done so far has reached your respondents. Changes sit in a pending list until you review them, which gives you a chance to back out of any of them.

  1. Click Review Changes at the top right.
    The Live Survey Changes dialog box appears, listing everything pending.
The Live Survey Changes dialog box listing pending changes with a checkbox on each row, and Cancel Edits and Apply buttons
  1. Clear the checkbox on any change you do not want to apply.
  2. Click Apply to push the checked changes to your live event, or click Cancel Edits to drop all of them.
    Applying brings up a success message. Cancelling clears the changes out of the dialog box.
  3. Click Exit Editing at the top right to leave editing mode.
  4. Click Save and Exit at the top right to leave your event.

Duplicate your event

Duplicating gives you a fresh copy of an event to work from. It is the usual way to rerun something you have run before, and it is how you turn a small test event into the real thing without rebuilding it.

  1. On the Listen page, click Manage Event for the event you want to copy.
  2. From the Event Options dropdown at the top right, select Duplicate Event.
    A dialog box appears asking for an Event ID.
  3. Enter an Event ID, which is the short identifier for the new event, then click Clone.
    The copy is created.

What comes across

Everything copies except the Event ID and the data file. The new event starts with no responses, which is the point.

Revert to draft

Reverting takes a live event back to draft so you can make the kind of changes that editing mode will not let you make. It is built for testing. You launch to a small group, see how it goes, clear out their answers, fix what needs fixing, and launch properly.

This deletes responses

Reverting to draft removes every response collected so far, permanently. There is no way to get them back once they are gone. If there is any chance you want that data, talk to your Perceptyx contact before you do this.

  1. On the Listen page, click Manage Event for the event you want to revert.
  2. From the Event Options dropdown at the top right, select Revert to Draft.

Reverting is only offered on live events. Once your event is back in draft, walk through your close date, your notifications and your invitation settings before you launch again, so nothing catches you out on the way back up.

Before this step

If what you actually need is turning an event on, sending invitations and reminders, or handing out a code and a link, that all happens earlier. Launch Your Listening Event | Point-In-Time & Lifecycle covers it.

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