Integrating Listening Posts with Journey designer

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Integrating Listening Posts with Journey designer

    This guide details how to integrate Listening Posts with Journey Designer to utilize pulse surveys for gaining insights into employee experiences and sharing these insights with managers. This integration enhances Employee Service Management by allowing for customized feedback collection directly within employee journeys.

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    Key Features

    • Pulse Survey Widget: Embed a pulse survey widget on the Journeys page to solicit employee feedback.
    • Configuration Options: Configure the widget in either Journey Accelerator or Lifecycle Events, providing flexibility based on your needs.
    • Analytics and Permissions: Customize analytics options to control who can view satisfaction scores and configure actions based on survey results.
    • Response Sharing: Share pulse survey results with managers to facilitate informed decision-making.

    Key Outcomes

    By integrating Listening Posts with Journey Designer, customers can expect to:

    • Gain valuable insights into employee satisfaction through pulse surveys.
    • Improve engagement by providing channels for employee feedback.
    • Facilitate proactive management strategies through effective sharing of survey results.
    • Enhance the overall employee experience by tailoring actions based on feedback.

    Use Listening Posts with Journey designer to embed pulse surveys to get insight into employees' experiences and share those insights with managers.

    Configure a pulse survey widget in the Journeys page

    Add the widget to the Journeys page to prompt employees for feedback. You can configure the widget in either Journey Accelerator or

    Lifecycle Events. The steps for both options are provided below:

    Configure in Lifecycle Events

    Step 1: Create a pulse theme
    Follow the steps to Create a pulse theme in Listening Posts
    Note:
    You can create a separate pulse theme for each journey type.
    Step 2: Create pulse survey
    Follow the steps to Create a pulse survey in Listening Posts
    Step 3: Trigger pulse survey from Lifecycle Events

    Open an existing Lifecycle Event and create an activity record with the Pulse Survey Activity Type. Select the pulse survey that you created in step 2 and assign the Pulse user field to the person you want to take the survey.

    Configure a lifecycle event activity|Configure a pulse survey event activity
    Step 4: Add analytics to the Journey page
    Customize with the following options:

    Configure in Journey Accelerator

    Step 1: Create a pulse theme
    Follow the steps to Create a pulse theme in Listening Posts
    Note:
    You can create a separate pulse theme for each journey type.
    Step 2: Create pulse survey
    Follow the steps to Create a pulse survey in Listening Posts
    Step 3: Add to a plan configuration
    Add the task template containing the pulse survey to a plan configuration via a stage configuration. Add stage configurations
    Step 4: Trigger pulse survey from Journey Accelerator
    Create a task template with a Task type of Pulse Survey. In the Related record field, select the pulse survey you created in step 2.
    Create and manage action plan task templates
    Step 5: Add analytics to the Journey page
    Customize with the following options: