A Crowdsource event is a social and spontaneous approach to employee listening in which participants are invited to answer an open-ended question and vote on each other’s responses. The collective voting activity generates a prioritized list of responses in real time, providing the organization with a clear view into which areas their people feel are most important.
There are four parts to the full crowdsource event experience:
Answer
Contribute to the conversation by providing your responses to scaled questions, if included, and an open-ended question. While your identity remains anonymous, your open-ended response is shared and voted on by others.
Vote and Prioritize
Vote on the pairs of answers submitted by your colleagues. Voting begins as soon as there are two or more responses submitted. Each vote ranks and prioritizes answers in real time. You can vote as often as you want, but it is not required.
View Results
View event results in real time unless this function has been disabled by your administrator.
Check Back Over Time
Continue submitting answers and voting on new responses while the event is active.
This article walks through:
Access the Event
You can access a Crowdsource event from any device, including a desktop computer, laptop, tablet, or mobile phone; no app download is required. Simply click the link in your invitation email or platform alert and follow the prompts to log in.
Depending on your company’s platform configuration and how the event is created, you can receive an invitation in one or more of the following ways:
A dynamic alert on the platform Home page
A Respond notification in the platform navigation bar
An email from the platform
An email from your company
A widget on your company intranet
Access your invitation.
From a dynamic alert:
Log in to the Perceptyx Platform.
In the Dynamic Alerts area, click the call to action (e.g., Join Now).
From a Respond notification:
Log in to the Perceptyx Platform.
If a red dot appears beside the Respond option in the navigation bar, click Respond to display all items awaiting your response.
Click the call to action (e.g., Join Now) for the event.
From an email (platform or company):
Open the invitation email.
Click Participate.
From an intranet widget:
Log in to your company intranet.
Navigate to the widget, then click Participate.
If prompted, use the provided credentials (via email invite) to authenticate and access the event.
Note: All events are confidential, meaning no one can tie responses back to individual participants. Authentication makes it possible to group responses demographically, which enables meaningful results analysis. In some cases, an event is anonymous (no demographic usage) and you don’t authenticate to access the event. To see which demographic and manager information is linked to your answers, click the See what information is linked to your answers link beneath any event question. If you have questions or believe the information is incorrect, please contact your platform administrator.
The event opens in the language specified in your user profile.
Note: Each event has a specified administration window - a limited time frame during which the event is open and available for completion. If you access an event and see a Pulse Complete message, the event has already closed.
Respond to Questions
Some Crowdsource events include a handful of scaled questions in addition to the crowdsource question. To respond to scaled questions, you click a response option. To respond to the crowdsource question, you type an (optional) answer.
If the event includes scaled questions, they appear first when you access the event.
If the event doesn’t include any scaled questions, you see only the crowdsource question when you access the event.
The scaled questions and the crowdsource question appear in the preferred language specified in your user profile. Likewise, your response to the crowdsource question is submitted in your preferred language.
Access the event.
Respond to the questions.
Scaled questions:
Click a response option.
Your response is recorded and the next question appears.
Click response options for any additional scaled questions.
Crowdsource question:
Click in the response box and type your response.
Click Submit.
Your response is recorded and the Vote tab appears.
Note: If you want to submit more than one response for the crowdsource question, click the Answer tab, click in the response box, type your response, and then click Submit. Repeat as needed. Each response should contain a single thought or idea so that the voting is an apples-to-apples comparison.
Vote and Prioritize
After you submit your (optional) response to the crowdsource question, you are prompted to vote on answers your peers have submitted so far. The voting process prioritizes responses, helping to give a clear view into the areas people feel are most important.
Note: The voting process doesn’t begin until at least two people submit responses. If you are the first person to submit a response, you won’t be prompted to vote until another person completes the listening event.
During the voting process, you are presented with one pair of responses at a time (A and B) and asked to indicate which one you prefer by clicking Vote for the response. If you aren’t sure which response you prefer, you can click Not Sure. When you click to vote, the next pair of responses appears for you to vote on.
Note: Real-time machine translations ensure all answer pairs display in the preferred language specified in your user profile, regardless of the language in which they were submitted.
You can vote as many or as few times as you want. After every seven votes, a banner appears asking if you want to continue voting or proceed to viewing current results. If you choose to view results, you can still come back and vote at any time until the event closes.
Access the event.
Respond to the question(s).
When the first voting pair appears, click Vote for the response you prefer or click Not Sure if you don’t have a definite preference.
Continue voting on response pairs as many times as you want.
When the Thanks for Voting banner appears, click Vote More or Go to Results.
View Real-Time Results
Based on participant voting activity, the system ranks all responses in real time. We use a proprietary algorithm that ensures every submission is seen by numerous people and is rated against other submissions to produce the most accurate rankings. It also corrects for the time of submission to ensure that all answers get an equal chance to be the top response.
If real-time results are enabled for the event, participants can view the ranking results in real time as long as the event is open. As with the voting process, you can see the results in your preferred language, regardless of the languages in which the responses were submitted.
By default, the results display answers sorted by top ranked. You can also display them sorted by most recent. Below each answer is the projected Win Likelihood (the likelihood for that answer to emerge as the #1 answer when going up against any other voting option; this changes as new answers are submitted and voting continues).
Additional viewing options include:
Themes
Answers are grouped into themes you can view individually. Clicking View Answers for a theme displays the answers included in the theme sorted by top ranked. You can also display the answers sorted by most recent.
Filter Answers
Depending on how the event is set up, your view of the real-time results may display results for the entire company or a specific group to which you belong (e.g., location or department). The current view displays at the top of the results, along with the number of participants and the number of responses.
You may be able to filter your view of the results (again, based on how the event is set up). If filtering is available, a Filter Answers option displays in the top right corner of the screen. You can use the Filter Answers dropdown to filter your view by groups or themes you have permissions to access.
Infographic
Depending on how the event is set up, you may be able to view an infographic that displays a high level summary of the results, including the rankings for the scaled questions (if used), the top 5 ranked responses to the crowdsource question, and a list of common themes. The infographic displays in the preferred language specified in your user profile.
Click the Results tab.
A summary of the results appears.
Click the crowdsource question.
The ranking results appear, as discussed above.
Note: If you want to check results at a later time (before the event closes), you can access the event through the original link provided, click the Results tab,then click the crowdsource question.
Updating Responses
You can revisit an active Crowdsource event to change your responses. You can also submit additional responses to the crowdsource question or delete previous responses (they display at the bottom of the screen). However, once the event closes, you cannot make any updates.
Access the event through the original link provided.
Navigate to the Answer tab.
Make your changes.
For a metric question:
Use the left or right arrow to navigate to the question you want to change your response for.
Click to change your response selection; the updated response saves automatically.
For the crowdsource question:
To add another response, click in the response box, type your response, and click Submit.
To delete a previously submitted response, click the trash can icon for the response. When the confirmation message appears, click Delete.
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