Procedure
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Open the "Campaigns" tab to access your questionnaire campaigns.
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Here, you'll get an overview of all active, ongoing, and campaigns in preparation.
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Click on a campaign in preparation to access the editor and edit the questionnaire.
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Click on an already active campaign to view the statistics and monitor the campaign's progress.
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In the statistics, you can see which suppliers have completed the questionnaire and whether the questionnaires have been approved. Check if suppliers have submitted the questionnaire and if all contacts have been provided. If the questionnaire automatically calculates a result, you can also view it.
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Use the "Resend" button to send invitations to individual suppliers again.
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Jump to the supplier profile to access additional information and review logs.
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Track supplier inputs to the questionnaire, similar to the supplier portal.
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To add suppliers, click the corresponding button and add them to the ongoing campaign.
Note: Please be aware that suppliers added later will have less time for completion if a campaign deadline is set.
Follow these steps to gain an overview of your ongoing questionnaire campaigns and manage them effectively.
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1. Open the "Campaigns" tab to access your questionnaire campaigns. |
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|
2. Here, you'll get an overview of all active, ongoing, and campaigns in preparation. |
|
|
3. Click on a campaign in preparation to access the editor and edit the questionnaire. |
|
|
4. Click on an already active campaign to view the statistics and monitor the campaign's progress. |
|
|
5. In the statistics, you can see which suppliers have completed the questionnaire and whether the questionnaires have been approved. Check if suppliers have submitted the questionnaire and if all contacts have been provided. If the questionnaire automatically calculates a result, you can also view it. |
|
|
6. Use the "Resend" button to send invitations to individual suppliers again. |
|
|
7. Jump to the supplier profile to access additional information and review logs. |
|
|
8. Track supplier inputs to the questionnaire, similar to the supplier portal. |
|
|
9. To add suppliers, click the corresponding button and add them to the ongoing campaign. |