Datamaran's materiality module includes dedicated functionality to create and manage internal or external stakeholder surveys and include the results in your analysis. The surveys are fully customizable to align with your company's image and requirements.
To create your survey:
1. Go to the Survey module on the left side of the menu.
3. The "New survey" button allows you to start building and tailoring your survey step by step using the settings below:
- Issue Mapping: select the issue mapping used in your analysis. Once your survey has been sent, you will not be able to edit the topic mapping selected for the survey.
- Survey questions: decide if you want to include one or two questions in your survey and tailor the survey questions and text to adapt them to the company's language and needs. Here, you can also add up to 5 open questions to gather extra information. These will appear at the end of the survey.
- Respondent groupings: add fields in your survey to collect additional information from the recipients of the survey, such as their location or stakeholder role (both are optional).
- 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 obligatory 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.
- 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 that will appear in the survey and mandatory privacy policy link.
- 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.
- Survey end details: once we activate the survey, the start date information will appear. The same happens once it is over. If needed, you can re-open the survey.
4. Save each of the steps via the "Save" button
5. Preview the survey via the "Preview" option
6. Once you have reviewed and finalized your survey, you can activate it via the "Activate" button. Note: once activated, the survey cannot be edited.
7. Send your survey by following the instructions here.
8. 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.
9. To end the survey, click "End Survey"
10. Once completed, you can download the results in an Excel document and upload them to your analysis. Read more on how to integrate them.