Configure Event Settings | Point-In-Time & Lifecycle

Modified on Wed, 12 Jun at 11:34 AM

After you invite your participants, you can move to the Settings phase in the Event Builder. In this phase you configure settings that are specific to your event - such as minimum response rates for results and demographic filters in reporting, action planning enablement, and more. 


This article walks through:


Configure Event Settings 

In the Settings phase, you can configure general and demographic event settings. Demographic settings enable you to toggle demographic fields from your employee data file on or off. General settings are as follows: 


  • Minimum # Responses for Survey Results:
    When active, this setting specifies the minimum number of respondents required to see results. If an Admin sets the threshold at the overall level, this setting is locked (grayed out), and you cannot change it. This setting applies to all events.

  • Minimum # Responses for Comment Results:
    When active, this setting specifies the minimum number of comments required to show a given comment question in the Comments Report. (For example, if set to 10, users see comments only for questions that have at least 10 responses in their view/filter.) If an Admin sets the threshold at the overall level, this setting is locked (grayed out), and you cannot change it. This setting applies to all events.

  • Minimum # Responses for Demographic Filter: 
    When active, this setting specifies the minimum number of responses required to show a given demographic question in demographic reports. This setting applies to all events.

  • Disable Driver Analysis for Favorability Report:
    When active, a user cannot run driver analysis for each question/category in the Favorability report.

  • Include the Overall Score:
    When active, the Overall Average score displays at the bottom of all reports.

  • Percent Favorable Results Displayed as a Whole Number: 
    When active, all reporting percentage values display as whole numbers without decimals. 

  • Enable Action Planning:
    When active, action planning is available for the event. 

  • Exclude Partial Survey Responses:
    When active, only responses for submitted events are included in reporting. All partial responses (where the participant did NOT click Submit) are excluded from reporting.

        

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

From within the Event Builder:

  1. Click Settings in the left panel.

From Listen:

  1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

  1. In the left panel, click Settings.

The General tab of the Settings page appears.




  1. Click to toggle settings on or off. To change a minimum threshold, type a new number in the Value box for the setting.

Note: You can turn on the Enable All Settings toggle to enable all settings at once.

  1. To set demographic settings (if applicable), click the Demographics tab, then turn the Active toggle for each demographic on or off, as appropriate.

  2. Click Next: Launch to move to the Launch phase.


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