Define the Audience | Crowdsource

You use the Audience page to define who will be invited to the event and to set domain, privacy, and answer submission settings. 

This article walks through:

• Build the Audience
• Edit the Audience
• Specify Audience Settings

Build the Audience

There are three ways to build your audience:

• Entire Organization: Include all employees in the data file you provide to Perceptyx.

• Email List: Create a custom audience by typing or copying and pasting a list of emails. 

• Segment: Create a customized segment based on the Employee Tags enabled on your account. 

Entire Organization

1. Click Add under Entire Organization.

Every employee in your data file is added to the audience

Email List

1. Click Add under Email List.

The Add Participants dialog box appears.

You can type in email addresses, one per line, separated by commas, or you can copy and paste a list from a spreadsheet. You can add a maximum of 5,000 emails at one time; however, you can add participants more than once if you need to include more than 5,000 email addresses.

2. Type or copy and paste the email addresses and then click Add.

If you chose the Restricted participation type when creating the event, any unrecognized emails are displayed in the dialog box and won’t be added to the audience.

3. Click Done.

Segment

1. Click Add under Segment.

The Add Participants dialog box appears.

2. Display the Select Employee Tag dropdown and select a tag.

The tag is added to the dialog box and displays dropdown options so you can target specific segments.

You use the dropdowns to build a condition statement that defines the audience - for example, Department Is Manufacturing. You can use the first dropdown to select a different tag; the second dropdown to specify Is or Is Not; and the third dropdown to select a specific employee tag value.

3. Use the dropdowns to define a condition statement for the employee tag.

The condition statement is added to the dialog box.

4. If you want to add another condition, click + Condition, select another tag, and define the condition statement.

In the following example, the two condition statements define the audience as Manufacturing employees located in EMEA.

5. Add condition statements as needed to fully define the audience, then click Add.

The participants are added as the audience.

6. Click Done.

Edit the Audience

You can edit the event audience by removing or adding participants. 

1. On the Audience page, hover your mouse over the Audience box to display the pencil icon.

2. Click the pencil icon to display the Edit Audience dialog box.

3. Make your changes.

   1. To remove participants: 

      1. Click the Enter Name or Email box and then type the name or email address of a participant to be removed.

      2. Select the checkbox for the participant to be removed.

      3. Click Remove (bottom right).

Note: If you want to remove all participants and start the process from the beginning, don’t search for anyone; just click Remove All.

2. To add participants:

                                i. Click + Add, then select Email List or Segment to display the Add Participants dialog
                                   box with the corresponding options.

                               ii. Type/paste email addresses or build a condition statement as appropriate for the option
                                   you chose.

Specify Audience Settings

In addition to defining the audience, you can toggle the following audience settings on or off:

• Domain Access: Enables you to turn on domain access to allow participation from employees who have access to SSO, but might not be in your employee data file.

• Privacy: Keeps responses anonymous. This option is enabled by default and our best practice recommendation is to keep it enabled.

• Accept Answers: Enables you to turn off participants’ ability to submit new answers while the event is still live. This toggle becomes available only after participants start submitting their responses. Once they do, you can return to this page to enable the toggle, if necessary. 

1. Turn the option toggles on or off as appropriate for your event.

2. Click Save & Exit (top right) if you want to save changes and return later or click Next: Survey Questions (bottom right) to save your changes and display the Survey Questions page.