Integrating Listening Posts with Journey designer
Summarize
Summary of Integrating Listening Posts with Journey Designer
ServiceNow enables you to integrate Listening Posts with Journey Designer to embed pulse surveys that capture employee experience feedback. These insights can then be shared with managers to improve engagement and decision-making. You can configure pulse survey widgets either through Lifecycle Events or Journey Accelerator depending on your preferred approach.
Show less
Configuring Pulse Surveys via Lifecycle Events
- Create a Pulse Theme: Develop a pulse theme tailored for each journey type to structure your surveys.
- Create a Pulse Survey: Build a survey aligned with the created theme using Listening Posts.
- Trigger the Pulse Survey: Use Lifecycle Events by adding an activity record of type Pulse Survey, selecting the survey, and assigning it to the targeted employee.
- Add Analytics to Journey Page: Enable journey owners to view satisfaction scores by adjusting permissions. Configure satisfaction score actions, like links or URLs, to respond to specific score results. Share survey results with managers by setting up response sharing rules.
Configuring Pulse Surveys via Journey Accelerator
- Create a Pulse Theme and Survey: Similar to Lifecycle Events, create a theme and survey using Listening Posts.
- Add to Plan Configuration: Insert the pulse survey’s task template into a stage configuration within a plan.
- Trigger Pulse Survey: Create a task template of type Pulse Survey linked to the specific survey, which triggers the survey during the journey.
- Add Analytics to Journey Page: As with Lifecycle Events, configure permissions for journey owners to view satisfaction scores, set up satisfaction score actions, and share results with managers.
Practical Benefits for ServiceNow Customers
- Gain timely, actionable insights into employee experiences through embedded pulse surveys in journeys.
- Use either Lifecycle Events or Journey Accelerator based on your workflow preferences.
- Leverage satisfaction score analytics and configurable actions to proactively address employee needs.
- Enhance manager visibility into employee feedback to foster engagement and responsive management.
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.
- Step 4: Add analytics to the Journey page
- Customize with the following options:
- Select Can view satisfaction score from the Journey owner permissions tab. See Update users' permissions for journeys
- Configure actions, such as a URL or link to schedule a meeting, to appear with specific score results in the Satisfaction Score Actions tab. See Create a satisfaction score action
- Share pulse survey results with the manager. See Create a response sharing rule in Listening Posts
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. - Step 5: Add analytics to the Journey page
- Customize with the following options:
- Select Can view satisfaction score from the Journey owner permissions tab. See Update users' permissions for journeys
- Configure actions, such as a URL or link to schedule a meeting, to appear with specific score results in the Satisfaction Score Actions tab. See Create a satisfaction score action
- Share pulse survey results with the manager. See Create a response sharing rule in Listening Posts