Creating a Screening Survey

[Survey module]

The Double Materiality module offers a specialized survey feature designed to help you engage with your stakeholders in fine-tuning the screening of topics within your double materiality analysis.

The surveys are fully customizable to align with your company's brand and specific requirements.

 

To create your Screening survey: 

1. Go to the Survey module on the left side of the menu.

2. You will land on the "All surveys" tab, where you can manage your existing surveys and create new ones by clicking "New survey".

3. Select from the screening survey options.

4. Use the setting options to build and tailor your survey:   

• General survey content: to further personalize the survey, you can upload your company logo and edit or translate the texts that appear on the introduction and final page. This includes the different navigational buttons in the survey and the mandatory privacy policy link.
• Respondent groupings: add fields in your survey to collect additional information from the survey recipients, such as their location or stakeholder role (both are optional).
• Survey questions: you can tailor the survey question to suit the company's language and needs and add an explainer textbox to gather additional information. You can also add up to 5 open questions to gather extra information. These will appear at the end of the survey.  
• Survey end details: once we activate the survey, the start date information will appear. The same happens once it is ended. If needed, you can re-open the survey. 
• Outbound email: You can send customized emails using the Datamaran servers, in which you can edit the text or send it manually with your recipients' list. 
• List of recipients: to get the data to send the surveys, download the template file, fill in the recipient's information, and then upload the file (name and email are mandatory fields). Beware not to have hyperlinks in the emails; otherwise, there will be errors when uploading. Additional recipients can be added even if the survey is active.

5. Save each of the steps via the "Save" button.

6. Preview the survey via the "Preview" option.

7. Once you have reviewed and finalized your survey, you can activate it by clicking the "Activate" button.

Note: once activated, the survey cannot be edited.

8. Send your survey by following the instructions here.

9. Check the survey status via the "All Surveys" tab. You can view various options, such as the number of recipients who answered, the response percentage, or the last modification date. Read more about managing surveys.

10. To end the survey, click "End Survey".

11. Once completed, you can download the results in an Excel document to view the validated topics.