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How do I send a survey to my suppliers?

  1. 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.
  2. Click on Surveys in the left side menu and the + Create survey button in the top right corner

    Create survey 1
  3. Fill in survey name, e.g. “Supplier self-assessment 2025”
  4. Select the question set (survey) that the suppliers will receive
  5. Set a last date for the suppliers to respond and click Create survey
  6. You now get to the survey overview and need to add recipients. Click on the + Add or remove recipients button
  7. Select suppliers by clicking on the + Add button or tick of the boxes next to the company names
  8. If you tick the boxes next to the companies, you have to click + Add selected recipients 
    when you are done selecting
  9. When the suppliers have been selected, click on ← Back to survey at the top of the page
  10. Click the Send survey button in the upper right corner

    send survey button 2

If you need more help, please send our support team a message here and we will help you.