Define the Audience | Crowdsource

Where your participants come from

Before you build an audience, it helps to know where the names come from. Everyone you can invite to a Crowdsource listening event comes from an employee file that Perceptyx loads for your organization. The Audience page lets you pick people from that file. It can't add someone who isn't in it.

So if a person isn't in the file, they won't turn up when you search for them, and you can't type them in as a new participant. They need to be added to the file on our side first.

Send us your employee file

If you're setting up Crowdsource for the first time, start with the Crowdsource Sample Employee File Template. It's attached at the bottom of the Employee Tags | Crowdsource article, which also explains how to choose your employee tags.

1. Download the template and add one row per employee. Every row needs a Unique ID (usually the employee ID) and a Manager Unique ID. Format the ID columns as text so any leading zeros stay put.
2. Fill in the rest of the columns: email, first and last name, your employee tag columns, and the manager's email and name.
3. Check for duplicate emails or IDs, emails with spaces in them, blank cells, and tag values that mean the same thing but are written differently (San Francisco, SAN FRANCISCO, and SF, for example).
4. Save it as a single comma-separated values file or Excel file and email it to dialoguesupport@perceptyx.com at least five business days before you plan to launch.

Build the audience

There are three ways to build your audience, and you can combine them:

• Entire Organization adds everyone in your employee file.
• Email List adds the specific people you type or paste in.
• Segment adds everyone who matches the employee tags you choose, like a department or location.

Entire Organization

Click Add under Entire Organization. Everyone in your employee file is added to the audience.

Email List

1. Click Add under Email List. The Add Participants window opens.
2. Type or paste the email addresses. You can put one per line, separate them with commas, or paste a column straight from a spreadsheet.

3. Click Add.
4. Click Done.

Segment

1. Click Add under Segment. The Add Participants window opens.
2. Open the Select Employee Tag dropdown and choose a tag, like Department.
3. Use the next two dropdowns to finish the rule: choose Is or Is Not, then pick a value. For example, Department Is Manufacturing.

4. To narrow things down further, click + Condition and build another rule. People have to match every rule to be included, so Department Is Manufacturing plus Location Is EMEA gets you the Manufacturing team in EMEA.

5. Check the participant count in the bottom left, then click Add.
6. Click Done.

The tags you see here are the ones set up for your account. To change them, see Employee Tags | Crowdsource.

Edit the audience

You can add or remove people from the audience at any time.

1. On the Audience page, hover over the Audience box and click the pencil icon. The Edit Audience window opens.

Remove people

1. Type a name or email into the Enter Name or Email box.
2. Select the checkbox next to each person you want to take out.
3. Click Remove in the bottom right.

Want to clear everyone out and start over? Skip the search and click Remove All.

Add people

1. Click + Add, then choose Email List or Segment.
2. Paste in the emails or build your conditions, the same way you did in Build the audience.

Specify audience settings

Below the Audience Builder are two toggles.

Domain Access

Turn this on to let anyone with your organization's email domain take part, even if they weren't in the original audience.

Accept Answers

This one is on by default, so participants can keep submitting new answers. Turn it off to stop new answers while the event stays live. That's handy if you need to update a question, or if you want people to keep voting on the answers already in without adding more to the pile.

You can only turn Accept Answers off once responses have started coming in.

Save your work

When you're done, click Save & Exit in the top right to come back later, or Next: Survey Questions in the bottom right to save and keep going.