Add & Manage Questions | Crowdsource

Crowdsource events support metric (quantitative) questions and a single crowdsource (open-ended) question. Metric questions are optional. While not required, they can help to gather important data about the topic your event is focused on. The crowdsource question is required - it is the question that enables participants to provide and vote on comments. 

This article walks through:

• Best Practices for Designing a Question Set
• Add Metric Questions (Optional)
• Manage Metric Questions
• Add the Crowdsource Question

Best Practices for Designing a Question Set

To design an effective question set for your Crowdsource event, follow these steps:

• Clearly define the objective of your Crowdsource event.

What is the primary purpose of this event?

• Determine the specific insights you hope to obtain.

What valuable information or perspectives would you like to gather from employees?

• Consider how you will utilize those insights.

How will the collected data and feedback be used to drive meaningful action or decision-making?

Perceptyx recommends focusing on a single objective per Crowdsource event. This approach allows you to keep your question set concise, ensuring a clear focus on the most critical issue.

Add Metric Questions (Optional)

You use the Survey Questions page to add metric questions to your Crowdsource event. For an optimal experience and to ensure higher participation, we recommend asking no more than 5 metric questions per Crowdsource event. There are three options for adding metric questions:

• Metric Question Library: Browse questions across a variety of topics in our best practice library.

• Pulse Templates: Select from one of our curated question sets.

• Custom Question: Create your own questions from scratch.

Note: If you don’t want to add metric questions, you can click Skip for Now (beneath the Metric Question Library option) or click Next: Crowdsource (bottom right) to move to the next phase in the Event Builder. You can come back and add metric questions later, as long as the event isn’t active.

Metric Question Library

The Question Library contains an extensive collection of best practice questions and serves as a resource for you to build your own custom question set based on your event objectives. With the Question Library, you have the freedom to fully customize your event by choosing questions that align with your specific needs.

All the questions in the library are tied to a 5-point agreement scale ranging from Strongly Disagree to Strongly Agree.

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

From within the Event Builder:

1. Click Survey Questions in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Survey Questions (the Audience phase must be completed).

        2. Click Browse Library.

The Question Browser dialog box appears. 

The Library tab displays questions grouped by categories in the Perceptyx People Insights Model. The Benchmark tab displays questions grouped by benchmark categories. 

3. Click the tab you want to use and then click a category to display its questions.

4. Click the question you want to add and then click Add Question (bottom right).

The question is added and the dialog box closes. The workspace shows the question added to the event.

5. To add another question, click Library (upper right) to display the Question Browser dialog box and repeat the process to add another question.

Note: You aren’t limited to adding questions using only one method. For example, in addition to the question(s) you add from the Question Library you can add questions from templates (by clicking Templates) or custom questions (by clicking + Custom). 

Pulse Templates

Pulse templates consist of curated question sets designed to address specific topics, such as Employee Engagement, Manager Effectiveness, Diversity, Equity, Inclusion, and Belonging (DEIB), etc. When using a pulse template, you can still add other questions that align with your event objectives. However, you can’t edit or remove questions from the template itself.

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

From within the Event Builder:

1. Click Survey Questions in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Survey Questions (the Audience phase must be completed).

        2. Click Browse Templates.

The Template Browser dialog box appears.

Note: If you have already added metric questions, the Browse Templates option does not display. Click Templates (upper right) to display the Template Browser dialog box.

3. Click a template to view its details (questions and response type).

4. If you want to add the template, click Add Template. 

The template is added to the event.

Note: If you don’t want to add the template, you can click Back and view a different template.

Note: You aren’t limited to adding questions using only one method. For example, in addition to the questions you add from templates you can add questions from the Question Library (by clicking Library) or custom questions (by clicking + Custom).

Custom Question

The Custom Question option allows you to not only create your own custom questions but also choose from three types of questions:

• Agreement: A statement to which people respond by selecting an option on a 5-point agreement scale ranging from Strongly Disagree to Strongly Agree.

• NPS (Net Promoter Score): A question about how likely a person is to recommend a company, product, or service.

• Yes/No: A question to which people respond either Yes or No. 

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

From within the Event Builder:

1. Click Survey Questions in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Survey Questions (the Audience phase must be completed).

       2. Click Add Custom.

The Select Question Type dialog box appears.

Note: If you have already added metric questions, the Add Custom option does not display. Click + Custom (upper right) to display the Select Question Type dialog box.

3. Click the type of question you want to add and then click Next.

The Add Question dialog box appears.

4. Type your question text and then click Save.

The question is added to the event.

Manage Metric Questions

Depending on the type of metric questions in your event you can edit or remove them. You can edit and resave custom questions and questions from the Question Library; however, you cannot edit templates. 

You can remove all types of questions. If your event contains a template, you can remove the entire template, but not its individual questions. You can remove questions from the Question Library individually.

Edit a Custom or Library Question

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

From within the Event Builder:

1. Click Survey Questions in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Survey Questions (the Audience phase must be completed).

       2. Hover your mouse over the question you want to edit so the pencil icon appears.

       3. Click the pencil icon.

The Edit Question dialog box appears.

4. Modify the question and then click Save.

Delete a Question or Template

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

From within the Event Builder:

1. Click Survey Questions in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Survey Questions (the Audience phase must be completed).

        2. To delete a template:

                   a. Hover your mouse over the template you want to delete so the pencil icon appears.

                   b. Click the pencil icon.

The Edit Template dialog box appears.

                   c. Click Remove Template.

The Remove Template confirmation message appears.

4. Select the I understand this will remove the current pulse template checkbox and then click Yes, Remove Template.

3. To delete a library or custom question:

   1. Hover your mouse over the question you want to delete so the pencil icon appears.

   2. Click the pencil icon.

The Edit Question dialog box appears.

3. Click Delete.

A confirmation message appears.

4. Click Yes, Delete.

When you are done adding and managing metric questions, you can click Next: Crowdsource (lower right) or click Crowdsource in the left panel of the Event Builder to display the Crowdsource page.

Add the Crowdsource Question

Every Crowdsource event has a single, mandatory crowdsource (open-ended) question. This question is linked to our proprietary voting algorithm; through pairwise voting, responses are ranked and prioritized by the entire group. You can create your own crowdsource question or browse existing questions from our Question Library.

Note: There is a character limit of 600 characters and this cannot be adjusted.

You use the Crowdsource page to add your crowdsource question and enable or disable voting and crowdsourcing options. 

In addition to adding your crowdsource question, two options are available:

• Voting: Enables participants to vote on answers to help prioritize results. This option is enabled by default. If you do not want to use voting, simply turn off the toggle for the option.

• Focused Crowdsourcing: When enabled, employees are segmented into different voting groups based on their employee tag (e.g., department, location, etc.) and can only vote on open-ended comments that are specific to their group. This generates multiple leaderboards of prioritized comments, one for each employee tag. To enable this option, contact your Perceptyx Customer Success Manager.

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

From within the Event Builder:

1. Click Crowdsource in the left panel (the Audience phase must be completed).

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, displaying the Overview page.

2. In the left panel, click Crowdsource (the Audience phase must be completed).

         2. Add your crowdsource question.

                   a. Using a custom question:

                                 i. Click the Final Crowdsource Question box and type your question.

                   b. Using the Question Library:

                                 i. Click Browse Library.

The Question Browser dialog box appears.

2. Click a category, click a question, and then click Add Question.

3. Turn the Voting toggle on or off.

4. Click Save & Exit (top right) if you want to save your changes and return at a later time or click Next: Results to move to the Results phase in the Event Builder.

For details and step-by-step instructions for the Results phase, see the Specify Results Options | Crowdsource article.