TABLE OF CONTENTS

• How to create a survey
  • 1. Add a 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 thought-out survey, it is more likey 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 a 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 in the system. Keep the ID simple. This shouldn't be changed over time. Changing could lead to losing the connection to 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 company 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 company or just one or several sections if not all of the content is relevant for that certain company.

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

In the example below the survey contains 6 sections.

What sections look like when responding to a survey

3. Add questions to the template

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

Our best practice is formulating 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 question. To learn more about this continue to this section.
  
• Tags: If you would like to tag the question with e.g GRI, Scope 1, or other relevant tags
  
• Edit: Where you edit the prettyId (system ID) for the question
  
• Move: To change the order of the measures, simply click on this button and drag and drop.
  
• Copy: To copy a whole question, use this button.
  
• Delete: If you would like to delete a question from your survey

Options to access survey builder, tag, edit, move, copy, and delete

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 on the question of course.

Drag and drop the Yes and No button

For some questions you would like a number/amount of something, for others, you would like e.g a free text response. Read more to learn about the Measure 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 main question you would like to add a follow-up question 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. Select also, which type of response should trigger the follow-up question.

When the control turns blue it means a condition is connected to the control

5. Activate your template

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

Activate a template

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