TABLE OF CONTENTS

• How to create a survey
  • 1. Add survey
  • 2. Add Sections to the survey template
  • 3. Add questions to the template
  • 4. Adding follow-up questions
  • 5. Activate your template
    
    

Before starting to build your survey, make sure the purpose of the survey is clear. By having a well thought-out survey, it is more likely to get a higher response frequency.

Also, have a think about the questions, if they are main questions that should be answered by everyone or follow-up questions.

How to create a survey

You will find the survey editor in Setup -> Survey.

1. Add survey

To create a new survey, click "+ Add survey". A new survey template will be created.

You will need to give the survey template a name and a prettyID. The name of the survey template should reflect the purpose and the content of the template.

The prettyID is used to identify the survey template. Keep the ID simple, this shouldn't be changed over time. If changed, it could mean that the connection is lost to the previous years' survey answers. The name of the survey template, on the other hand, may be changed over time.

2. Add Sections to the survey template

The sections are a way of grouping questions. Most surveys start with a section asking for general details about the supplier and later move on with in-depth questions about other subjects.

A benefit of this structure in a survey is the possibility to either send the whole survey to a supplier or just one or several sections if not all of the content is relevant for that certain supplier.

Add a section to your template by clicking "+ Add group." Give the group a name and "Add". You are able to either delete the group or change its name, by simply clicking on the created group.

In the example below, the survey contains 6 sections.

3. Add questions to the template

To add questions to the survey, click on "+ Add element". Type in your question and press "Add".

Our best practice is to always formulate a main question, as in the image below.

There are a few functions available for all of the questions that have been added to the group.

• Survey builder: This is where you will customize your questions. 
• Tags: If you would like to tag the question with e.g GRI, Scope 1, or other relevant tags.
• Edit: Where you edit the pretty Id (system ID) for the question.
• Move: If you would like to change the order of the measures, simply click on this button and drag and drop.
• Copy: If you would like to copy a whole question, this is the button to use.
• Delete: If you would like to delete a question from your survey.

To finalize the question you added to the section, enter the Survey Builder. In the example below, a Yes/No button is added. What type of response you would expect depends, of course, on the question asked.

For some questions you would like a number/amount of something, for others, you would like, a free text response. Read more about the Builder functionality.

4. Adding follow-up questions

The next step in the process is adding follow-up questions, which depend on the response to the main question.

Enter the Survey builder for the question you would like to add a follow-up to.

Click the measure which should be a follow-up question, and tick the box "Conditional measure." Select the question, from the dropdown list "Source," on which the follow-up question should depend on. Make sure to select which type of response should trigger the follow-up question.

5. Activate your template

When the survey template is complete with different sections, main questions and follow-ups, don't forget to activate your template to make it possible to select in "Send questionnaires."

When the template has been activated it will appear as an option in "Send questionnaires."