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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.

  1. Go to Suppliers in the left-hand menu and click Add supplier.

 

If suppliers are already listed;

  1. Go to Surveys and click Create survey in the top-right corner.
  2. Enter a survey name. E.g. Supplier self-assessment 2025.
  3. Choose the question set (survey) you want to send.
  4. Set a response deadline and click Create survey.
  5. In the survey overview, click Add or remove recipients.
  6. Select suppliers by clicking Add or ticking the boxes next to their names.
  7. Click Add selected recipients when finished.
  8. Return by clicking Back to survey.
  9. Click Send survey in the top-right corner to distribute it.