Answer

You can invite a group of suppliers to complete a questionnaire by creating a campaign from your dashboard via the 'Invite a new category of suppliers' option. From here, input the required information and upload your supplier data to save and send your suppliers an invitation email.

Background

Before you invite your suppliers to complete a questionnaire on SUPPLIERASSURANCE, you must ensure you have engaged with your suppliers already and confirmed that they are the correct contact. You must also ensure that you have advised them of the upcoming request and completed the CSV template provided when creating your campaign (this includes: supplier email address, scope, i.e. the location you would like the supplier to complete the questionnaire for and where possible the telephone number).

Steps

1. Sign in to your account on the SUPPLIERASSURANCE platform
2. Go to the Suppliers tab on your Dashboard
3. Select the 'Invite a new category of suppliers' option under 'Get started' on the right side of the page
4. Provide a name for the category you are creating and select 'Campaign' under the 'Category type'
5. Download and complete the 'CSV template' with your supplier data
6. Follow the supplier list CSV guidance ensuring that all suppliers have a contact user's email address and scope
7. Once the CSV is complete, select the file and upload it
8. The suppliers that are included in the CSV file upload will be sent an email inviting them to complete the selected questionnaire for this category



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