Creating and Sending a Questionnaire Campaign

Procedure

1. Log in to the Prospeum portal and navigate to the Admin section. Create and configure the desired questionnaire in the Admin section.

2. Go to the Supplier Overview and select the suppliers to whom you want to send the questionnaire, or filter the suppliers according to your criteria.

3. Click on "Questionnaire Campaign."

4. Choose the desired questionnaire, such as the Environmental Protection Questionnaire that was previously configured.

5. Give the campaign a name, such as "Environmental Protection 2023," and optionally set a due date for completing the questionnaire.

6. Review and edit the invitation email that will be sent to the suppliers.

7. Click "Start Campaign" to activate the campaign.

8. Monitor the response rate and statistics of the campaign by clicking on the campaign.

9. You can view campaign statistics and track when suppliers have submitted the questionnaire and whether any actions are needed, such as approving the questionnaire.

10. If needed, you can resend the invitation to suppliers or view the completed questionnaire.

11. During an ongoing campaign, you can add additional suppliers, but please consider the editing time if a due date is set.

12. An Excel download of the results is also available.

Follow these steps to use Prospeum for mass distribution of questionnaires to suppliers and track the results.

	1. Log in to the Prospeum portal and navigate to the Admin section. Create and configure the desired questionnaire in the Admin section.
	2. Go to the Supplier Overview and select the suppliers to whom you want to send the questionnaire, or filter the suppliers according to your criteria.
	3. Click on "Questionnaire Campaign."
	4. Choose the desired questionnaire, such as the Environmental Protection Questionnaire that was previously configured.
	5. Give the campaign a name, such as "Environmental Protection 2023," and optionally set a due date for completing the questionnaire.
	6. Review and edit the invitation email that will be sent to the suppliers.
	7. Click "Start Campaign" to activate the campaign.
	8. Monitor the response rate and statistics of the campaign by clicking on the campaign.
	9. You can view campaign statistics and track when suppliers have submitted the questionnaire and whether any actions are needed, such as approving the questionnaire.
	10. If needed, you can resend the invitation to suppliers or view the completed questionnaire.
	11. During an ongoing campaign, you can add additional suppliers, but please consider the editing time if a due date is set.
	12. An Excel download of the results is also available.