How do I send a supplier survey in Factlines?
Learn how to create and send supplier self-assessment surveys in Factlines.
Before you can send a supplier survey, make sure your suppliers are added to your list.
- Go to Suppliers in the left-hand menu and click Add supplier.
If suppliers are already listed;
- Go to Surveys and click Create survey in the top-right corner.
- Enter a survey name. E.g. Supplier self-assessment 2025.
- Choose the question set (survey) you want to send.
- Set a response deadline and click Create survey.
- In the survey overview, click Add or remove recipients.
- Select suppliers by clicking Add or ticking the boxes next to their names.
- Click Add selected recipients when finished.
- Return by clicking Back to survey.
- Click Send survey in the top-right corner to distribute it.