Share a questionnaire

After publishing a questionnaire, you can add it to a survey, share it, and track the status of recipients' responses.

In this article

Create a survey

Prerequisite: Have access to the Campaigns page.

Path: Third party evaluation > Survey > Create a survey

In the Recipients section, click Add Recipient.
According to your needs:
- Click Import to import a .csv or .xlsx file.
- Click Add to fill in the name and email address of the recipient.
Click Validate.

Tip: We offer import file templates. To download them, click on .cvs template or .xlsx template.

Once you have validated the recipients, they appear in the Recipients section.

Customize questionnaires and the email notifications received by recipients.

Questionnaires - Campaigns - Customization

Items	Description
Logo	Import the company logo. It appears on the notification email and the questionnaire.
Title displayed	Fill in this field to display recipients a title different from the one you see on the GDPR software.
Description displayed	Tell recipients why you want them to complete the survey.
Subject line	The email subject line is the first thing recipients read. It should describe the content of the email briefly and explicitly.
Email address of the sender	By default, the email address of the sender is noreply@datalegaldrive.com. Reassure the recipients and fill in an email address of your company. Warning: To avoid your emails from going to spam, contact the CSM team to set up your system.
Message	Write the email invitation the recipient will receive.

Before sending the survey, make sure you add recipients and customize it.

Path: Third party evaluation > Survey > Select a survey > Start Audit

Once you have sent the survey, you will receive a notification to confirm your action.

Now, track your recipient's responses. And if necessary, add new recipients.