Integrating Listening Posts with Journey designer
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