Specify Results Options | Crowdsource

After you create and save your crowdsource question, the rest of the phases in the Event Builder become active. In the Results phase, you set options for accessing event results.  

This article walks through:

• Specify Results Options

Specify Results Options

You use the Results page to specify how event results are accessed and segmented. There are three options on the Results page:

• Transparency: Makes results available in real time as soon as the event is launched.

  • The Transparency option is enabled by default, giving participants access to results in real time. 

  • If you’d like results to be available to Administrators only while the event is live, disable the Transparency option. When you are ready to share the results broadly, you can turn the option on. 

• Manager Insights: Provides managers with a view into how their people are responding. With customized results that are specific to their teams, managers can take quick action to drive change. Note that your organization’s manager hierarchy must be pre-loaded prior to event launch.

  • When participants sign in, the manager hierarchy is automatically associated based on their email address or unique ID.

  • “Manager Insights” is not available if a Crowdsource is set up with the unrestricted participation type.

  • Once you launch your event and someone provides a response, you cannot update the “Manager Insights” setting.

• Employee Tags: Specify demographic groups that will be available for filtering results.

  • Employee tags can be preloaded and/or created as self-select tags.  

  • Employee tags are established at the account level, giving you the flexibility to choose which tags to use for each Crowdsource event (i.e., all, none, or a subset of them).

  • We recommend that each Employee tag value includes at least 10 people to increase the chances that results can be displayed by individual groups. 

  • Once you launch the Crowdsource event and someone provides a response, you cannot update the “Employee Tags” setting.

Specify the Transparency and Manager Insights Settings

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

From within the Event Builder:

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

       2. Turn the Transparency toggle on or off.

       3. Turn the Manager Insights toggle on or off.

Specify Employee Tags

By default, all the employee tags associated with your account are displayed. You can choose to make only certain tags available for results filtering.

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

From within the Event Builder:

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

        2. Hover your mouse over the Employee Tags area so the pencil icon appears.

        3. Click the pencil icon.

The Select Employee Tags dialog box appears.

4. Clear the checkbox for any tags you don’t want to include for results filtering.

5. Click Save.

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

For details and step-by-step instructions for the Schedule phase, see the Set Schedule and Reminder Options article.