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Send a survey and chase responses

Once your template is ready, send it to a group of suppliers as a survey send.

Written by Misha Cajic

Once your template is ready, send it to a group of suppliers as a survey send.

Before you send

Your suppliers need contacts. Only suppliers with a contact email appear in the list.

To add contacts, open the supplier in Supplier Hub and select Add contact.

Send a survey

  1. Go to Supplier Engagement › Survey Sends.

  2. Select Create Survey Send.

  3. Choose the survey template.

  4. Name the send and set the email subject line.

  5. Set the Start date and End date. This is the period you want the supplier to report on, not the deadline.

  6. Choose your suppliers, filtering by cohort if you have them.

  7. Choose the collection mode.

  8. Select Send.

Collection mode

External sends the survey to a supplier who has their own Avarni organisation. Their answers convert to emissions automatically when they submit.

Internal sends to a supplier who does not. Their answers arrive in your organisation, and you convert them to emissions when you are ready.

Most suppliers are internal.

What the supplier receives

An email addressed to them, carrying the introduction text from your template and a Complete Survey button. The link works for two years.

Every contact on the supplier receives it.

Track responses

The survey send shows a progress ring and a count of how many suppliers have completed.

Status

Meaning

Pending Acceptance

Sent, not opened

In Progress

Opened, not submitted

Submitted

Answered

Completed

Answers converted to emissions

Expired

Past the closing date

Chase a supplier

Select the mail icon on the send and write a reminder. Avarni fills in each supplier's name.

Reminders go only to suppliers who have not submitted. You can send one reminder per hour.

Close a survey

Select Mark as expired. Suppliers can no longer submit.

Turn answers into emissions

For internal sends, select Convert to Emissions on a survey, or Bulk convert to emissions on the whole send.

Only Activity Based and Emissions questions convert. The rows arrive in your Emissions Hub already confirmed, with the factor and attribution from your template.

To undo it, select Unconvert from Emissions on each survey individually. There is no bulk undo.

Reopen a survey

If a supplier needs to correct something after submitting, select Re-open.

This works only for internal sends. On an external send, reopening fails with the message "Survey reopen failed".

Any edits you made to their answers are discarded when you reopen. Note your changes before you do it.

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