How do I send a survey to my suppliers?
- Before you can send a survey to your suppliers, you need to add them to your supplier list. Go to Suppliers in the left side menu and click on + Add supplier. If you have the suppliers in the list already, proceed to step 2 below.
- Click on Surveys in the left side menu and the + Create survey button in the top right corner
- Fill in survey name, e.g. “Supplier self-assessment 2025”
- Select the question set (survey) that the suppliers will receive
- Set a last date for the suppliers to respond and click Create survey
- You now get to the survey overview and need to add recipients. Click on the + Add or remove recipients button
- Select suppliers by clicking on the + Add button or tick of the boxes next to the company names
- If you tick the boxes next to the companies, you have to click + Add selected recipients
when you are done selecting - When the suppliers have been selected, click on ← Back to survey at the top of the page
- Click the Send survey button in the upper right corner
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