Help

How do I create an email to invite my suppliers to complete a questionnaire?

Answer Go to the ‘Manage category’ page from the Suppliers tab on 'Your dashboard' and go to the ‘Manage your templates’ page from options on the right side of the page.   Background The platform is used to invite and collect data from suppli...

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. ...

What should I include when creating email templates for my campaign?

Answer Default templates are already included on the platform when you create your campaign. You will also have the ability to create your own email templates. If you choose to do this, there are several factors that we advise to include within your templates.   Background As these are the only...

What is the difference between a campaign and category?

Answer A campaign involves inviting suppliers to complete an assessment by a certain deadline. A category is a configurable list of suppliers that you wish to review who already have data in t...

What happens once a campaign has ended?

Answer When a campaign has ended, you are able to either close the campaign, extend the dates on your campaign or start a new campaign.   Background The campaign is set to end automatically when the deadline date is reached. This means that no more campaign email reminders will be sent. Your su...

How do I create an export of all suppliers within a category?

Answer To create an export of all suppliers within a category, please select the ‘Category Export’ option at the bottom of the page to create a custom export.  ...

How can I view my previous campaigns?

Answer You can view your previous campaigns by selecting the option to ‘Manage category’ page from the Suppliers tab on 'Your dashboard'.   Background Your campaigns and categories are available in the ‘Manage your categories’ screen. You will only be able to see campaigns/cat...

What if I have more than one contact per organisation?

Answer Only one email address should be uploaded for each organisation. If multiple users need to access the assessment, your supplier has the ability to invite another colleague to collaborate.   Background The supplier invitation spreadsheet will only be able to recognise one contact per orga...

How can I encourage my suppliers to complete an assessment?

Answer You are able to encourage your suppliers to complete an assessment by setting up automated reminder emails during your campaign creation. Encouragement can also be made through the NQC...

How do I create and amend a category?

Answer Go to the ‘Manage category’ page from the Suppliers tab on 'Your dashboard' and use the ‘Add category’ option on the right side of the page. Background Buyers can create categories of suppliers and carry out analysis on data they have submitted. If the buyer wants to act...