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Add a Supplier to a Survey

Steps to add active suppliers as survey recipients

Overview

As a buyer, add active suppliers to a survey. Added suppliers become survey recipients and can submit responses.

Prerequisites

  • You must be logged in with a buyer account.
  • The supplier must have "Active" status.
  • The target survey must be "Not Started" or "In Progress."

Steps

  1. Open the "Active" tab on the supplier list screen.
  2. Select the suppliers to add (multiple selection is available).
  3. Click the "Add to Survey" button.
  4. Select the target survey.

Result

The suppliers are added as survey recipients. If the survey is in progress, a survey start email is sent upon addition.