Enable and Customize Event Pages | Point-In-Time & Lifecycle

After you create your event and complete the Overview information, you enter the Content phase, where you can enable and customize specific types of pages and work with event questions.

Note: For details about working with event questions, see the Add and Manage Questions | Point-In-Time & Lifecycle article.

This article walks through:

• Access Available Event Pages
• PIN Page
• Consent Page
• Welcome Page
• Demographics Page
• Thank You Page

Access Available Event Pages

The available event pages are part of the Content phase of the Event Builder. As you enable pages, options/tabs for the pages become active in the Event Builder workspace.

1. Navigate to the Content phase for the event you want to work with.

From within the Event Builder:

1. Click Content in the left panel.

From Listen:

1. Click Manage Event for the event you want to access.

The event opens in draft mode, displaying the Overview page.

2. Click Content in the left panel.

The Content page displays. Tabs for each available page (as well as the event questions) display in the event workspace. 

PIN Page

If you want respondents to participate in the event without receiving an email invitation from Perceptyx, you can add the PIN page that requires an employee ID or email address to log in. This feature is useful if some of your participants don’t have a company email account or easy access to email during working hours, or if you prefer to provide access to the event internally. When you use the PIN page, the platform generates a PIN page URL and a QR code you can give to participants to access the event.

Note: It is important to decide on the use of a PIN page at the start of the Content phase of the listening event build process. If you choose to enable the PIN page functionality after you have uploaded a participant data file, the file will be removed, along with any conditional logic based on demographics in the data file.

Add the PIN Page

1. In the event workspace, click the PIN tab, if necessary, to display the PIN page options.

2. Turn on the Enable PIN Page toggle.

PIN page options are enabled in the workspace.

3. Display the Pin Field Selection dropdown, then select Employee ID or Email to specify the information required for the PIN field.

4. Edit the remaining options or use the default text:

   1. Instruction Label: Type the instruction text that will display on the PIN page.

   2. What’s This: Type the explanatory text that will display when participants click the What’s This? icon for the PIN field.

   3. Missing PIN: Type the error message text participants will see if they try to begin the survey without entering their PIN.

Note: Your information is saved automatically. 

You will receive the PIN page URL and a QR code when you reach the Launch phase of the event build process. 

Consent Page

If you want to require that participants consent to completing the event, add the Consent Page. 

Add the Consent Page

1. In the event workspace, click the Consent tab to display the Consent Page options.

2. Turn on the Enable Consent Page toggle.

Consent page options are enabled in the workspace.

Note: When you enable the Consent page, the Welcome page is enabled as well.

3. Edit the consent text options or use the default text. Use the formatting toolbar to enhance the look of your content.

   1. Consent Yes: Type the text for the consent option. If the user clicks this option, they can proceed to the event.

   2. Consent No: Type the text for the do not consent option. If the user clicks this option, the event page will close.

   3. Consent Body: Type the text that explains the consent requirement.

Note: Your information is saved automatically. 

Welcome Page

You can include the Welcome page to present the event to participants and explain its purpose, your goals, or any other pertinent information. If you choose to use a Consent page, the consent text and options appear at the bottom of the Welcome page when participants complete the event.

Add the Welcome Page

1. In the event workspace, click the Welcome tab to display the Welcome page options.

2. Turn on the Enable Welcome Page toggle.

Welcome page options are enabled in the workspace.

Note: If your event includes a Consent page, the Welcome page toggle is already turned on. 

3. Edit the welcome text options or use the default text. Use the formatting toolbar to enhance the look of your content.

   1. Welcome Page Title: Type the text for the title that introduces the welcome text.

   2. Welcome Page Body: Type the text for the welcome message. 

Note: Your information is saved automatically. 

Demographics Page

You can use the Demographics page to ask self-select demographic questions (questions that collect demographic information not included in your organization’s data file). These questions become available as filters within the event reports. 

You can add demographic presets (our predefined questions and answer options) or your own custom questions and answer options. You can also specify whether the questions appear at the start or the end of the event and whether they are required. 

Note: The Demographics page option is available only if the system administrator turns it on in system settings.

Add the Demographics Page

1. In the event workspace, click the Demographics tab to display the Demographics page options.

2. Turn on the Enable Demographics Page toggle.

Demographics page options are enabled in the survey workspace.

3. Select Place all demographic questions at the beginning of the event content or Place all demographic questions at the end of the event content to specify where the demographic questions will appear.

4. Enable the Make All Demographics Required toggle if you want to require participants to answer the demographic questions to proceed with the event.

Add Demographic Presets

Perceptyx provides six demographic presets:

• Age

• Gender

• Race

• Years of Service

• Disability

• Veteran

All presets include predefined question text and answer options; however, you can modify them as needed. 

1. In the event workspace, click the Demographics tab.

2. Click New Demographic.

The New Demographic dialog box appears.

3. Click the Demographic Presets dropdown, then select the preset you want to add.

The demographic type, demographic text, display type, and answer options defined by the preset populate in the dialog box.

4. Make adjustments to the Demographic Setup options, if needed:  

   1. Add, delete, or modify the text in the Demographic Text box.

   2. Use the formatting bar to make simple formatting changes.

5. Make adjustments to the Answer Setup options, if needed:

   1. To edit a response option: Click the option to open it in edit mode.

1. Modify the response text as necessary.

2. Click the emoji icon to add an emoji to the response option.

3. Click the minus sign to remove the response option.

4. Click the check mark icon to save your changes to the response option.

2. To move a response option: Click and hold the 6-dot symbol for the option, then drag it to the preferred location.

3. To add a new response option: Click the Enter New Value box at the bottom of the response list, type the response text, then click the check mark icon.

6. Click Save.

All the demographic specifications are saved and the question and its options display in the event workspace.

Add Custom Demographics

1. In the event workspace, click the Demographics tab.

2. Click New Demographic.

The New Demographic dialog box appears.

3. Click the Demographic Presets dropdown, then select Custom Demographic, if necessary.

4. Specify the Demographic Setup:

   1. Display the Demographic Type dropdown, then select Single Selection. 

   2. Type the question text in the Demographic Text box.

   3. Use the formatting bar to make simple formatting changes.

5. Specify the Answer Setup options:

   1. Click the Enter New Value box, type the first response option, then click the check mark icon (or press Enter).

   2. Repeat the process for the remaining response options.

6. Click Save.

All the demographic specifications are saved and the question and its options display in the event workspace.

You can also define display and skip logic for demographic questions. See the Apply Conditional Logic to Event Content | Point-In-Time & Lifecycle article.

Thank You Page

Every event ends with a required Thank You page that displays after the participant clicks Submit at the end of the event. There is no toggle to turn on for the Thank You page; however, you can modify the default title and body text.

1. In the event workspace, click the Thank You tab.

The Thank You page options appear.

2. Edit the options or use the default text:

   1. Thank You Page Title: Type the title text that will display on the Thank You page.

   2. Thank You Page Body: Type the main text that will display on the Thank You page.

Note: Your information is saved automatically.