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How do I create and amend a campaign?

Answers

You are able to create and amend a campaign by going to the ‘Suppliers’ tab on ‘Your dashboard’ and select the option to ‘Manage category’ hyperlink.

Please be aware that if this is the first time you are using this platform to create a campaign, you will first need to contact the accounts and service delivery team to ensure that your account is set up with the correct permissions. You can get in touch using the Contact us form

 

Background

A campaign involves inviting suppliers to complete an assessment by a certain deadline. Our system will automatically send out an invitation email on the first day of the campaign, and send periodic email reminders based on a number of days that you have set. Reminder emails are sent until the supplier enters the Invitation Code or the Campaign ends (whichever comes first).

 

Steps

1. Sign in to the platform and select the option for ‘Your dashboard’

2. Select the ’Suppliers’ tab and click on 'Manage categories'.

3. Click 'Add category' on the right-hand side under ‘Options’.

4. Create the name, description and choose the type of assessments you want to include in this campaign. You can also select other users registered on your organisation to have access to this campaign.

5. Choose 'Campaign' and choose the appropriate questionnaire. The questionnaire type cannot be amended later.

6. Choose a start and end date for the campaign. Invitations will be sent out on the start date set.
Please be aware that if the start date is the same day you are uploading the supplier invitations, the invitation email will be sent within 10 minutes of your supplier details being uploaded.

7. Choose which invitation and reminder emails your suppliers will receive from the system.

8. Click 'Add', this will create your campaign.

9. Locate your campaign in the ‘Manage your categories’ screen and click 'Invitations'.

10. Click 'Upload supplier invitations' to upload a list of all of the suppliers you wish to invite to complete the assessment. A spreadsheet template is provided on the next page for you to do this. More information can be found here: How do I invite my suppliers to a campaign?

11. If you wish to do so, create your own templates in the ‘Manage your templates’ screen. Make sure to amend the campaign invitation/reminder templates before the campaign start date if you have made any changes. Further guidance can be found here: What should I include when creating email templates for my campaign?

 

If you have any further questions regarding the Supplier Registration Service platform, please use our Live Web chat where our support team will be happy to assist you with further information and guidance.

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