How can I track the progress of a campaign?

You can track the progress of a campaign by selecting the relevant campaign from the Manage Categories page and then Category Progress from the dashboard.

SUPPLIERASSURANCE enables buyers to create and then track supplier campaigns in real time throughout the lifetime of the campaign via the Category Progress screen. This gives an overview of all suppliers in different statuses so buyers are able to view invitations that have been DELIVERED to supplie…

1. Sign in to your account on the SUPPLIERASSURANCE platform
2. Go to the Suppliers tab on your Dashboard
3. Select the cog on the Suppliers tab on the right
4. Find the category campaign that you want to track progress for and select the name of the category, you will be directed to the Suppliers…

How do I invite a supplier to complete a questionnaire?

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.

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 prov…

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…

How do I create a category of suppliers?

You can create a category of your existing suppliers via the 'Invite a new category of suppliers' or 'Create a new category of suppliers' option on your dashboard.

You are able to categorize your existing suppliers into smaller categories via the dashboard. This helps to group large numbers of suppliers into more specific categories such as location, service-type or product-type. Once created, you can manage, view, export and analyze the smaller categories of…

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' or 'Create a new category of suppliers' option under 'Get started' on the right side of the page
4. Enter the information about the category t…

How do I create an export of supplier responses within a category?

You can create a category export of supplier responses within a specific category or campaign by selecting the relevant category or campaign from the Manage Categories page, and then 'Category Export' from the dashboard.

The Category Export functionality allows buyers to export supplier data in bulk by choosing a category or campaign of suppliers and then selecting the specific information you would like to export and building your own spreadsheet of information. This includes information from multiple questionnaire…

1. Sign in to your account on the SUPPLIERASSURANCE platform
2. Go to the Suppliers tab on your Dashboard
3. Select the cog on the Suppliers tab on the right
4. Find the category that you want to export the supplier information for and select the name of the category, you will be directed to the Su…