📥Surveys

Use Brightest surveys to directly engage with partners, suppliers and other stakeholders

Brightest makes it easy to create custom surveys to engage your suppliers, vendors, partners and stakeholders.

With surveys you can:

• Send assessments or customized surveys to stakeholders, colleagues or to any relevant suppliers or partners

• Send surveys to suppliers or partners you've added to your Brightest partner directory.

• Schedule surveys to be sent at the frequency that works best for your organization - to partners in your partner directory or to other respondents using their email address.

• Create custom metrics and link them to your custom survey

• Collect scope 3 allocation category data in your surveys

Table of Contents

Navigating the survey module

Survey features

Survey responses

Video tutorial

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Navigating the survey module

The survey module page will open to your "active" surveys. The top menu bar shows Active, Archived and Draft sections of your survey module.

Active: These are all currently active surveys that you can send to respondents.

Archived: These are surveys that are no longer active. There is no delete function for surveys as a precautionary measure. If you wish to delete a survey, you can "archive" it which serves the same function as deletion.

Draft: Draft surveys are saved in the draft section.

To create a new form click on the green "Create form or Survey" button. Follow this guide for more details.

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Survey Features

After creating a survey, you will see the survey in your Active list. (For more information on how to create a survey, follow this guide.)

Surveys have multiple features:

View: Click on view to preview what the survey looks like for respondents. You can also copy the URL address and send this link to respondents to fill out the survey.

Edit: Click on the edit button to edit the survey form.

Copy: Click on copy to duplicate the survey form.

Schedule: You can set a schedule to send out the survey to respondents on a regular basis. Schedules can be set for partners in your partner directory or individual respondents using their email address.

Send: Use the send form to send the survey to partners in your partner directory or individual respondents using their email address.

Archive: Click on archive to make the survey inactive and move it to the archive section.

Embed: You can embed the survey in your website.

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Survey Responses

Once a respondent replies and submits their survey, you will be able to view their responses directly in the survey section. Additionally, if you sent the survey to a partner in your partner directory, you will be able to view the survey in their partner record.

To view responses, click on the green "See replies" button.

You can see the number of survey replies in the survey box under the "See replies" button.

Entries tab

When you click on "See Replies" the page will open to the "Entries" tab. Here you can view the survey entries in list form including: form submission data & time, responses to the first few questions, number of response edits and the form response data (click on the symbol to view the filled out survey).

Analysis

View analysis of the survey responses. See a breakdown of the responses question by question.

Currently, survey responses are collected and recorded as response records in the survey module as well as in the partner directory (if the survey is linked to a partner). Data from the survey does not get automatically filled into to different sections of Brightest.

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Create, Send, and Analyze Responses with Surveys

Brightest Tutorial: Working with Brightest Custom Forms and Surveys

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