Need help creating and sending a supplier survey about products/materials to more than one supplier at one time? If so, you're in the right place!
The Step by Step: Creating a Supplier Survey explains how you can create and send a survey from scratch. Sending surveys in bulk will be very similar to this workflow, with a few minor changes to accommodate multiple suppliers.
On the "My Suppliers" page, you will select all of the suppliers you would like to send a survey to, then click "Create Survey".
You will then be prompted to select the type of survey you would like to create. In this case, we are creating a specified product/material survey to demonstrate how you will select multiple materials from different suppliers.
On the next page, you will need to select the products/materials you would like to survey. You can filter by names, suppliers, and tags. As you select materials, you will see a breakdown of the materials and their associated supplier at the top of the page. Once you're happy with your selection, click "Create Survey".
On the survey creation page, you will see a breakdown of the suppliers and the products/materials being surveyed. You will also need to select the contacts the survey is being sent to if you have multiple contacts assigned to a single supplier.
From this point, you will continue the survey creation as per the Step by Step: Creating a Supplier Survey article.
Please note that if you save your survey as a draft, it will save multiple surveys (one per supplier) that you can revisit later on. Similarly, once you receive responses from your suppliers, the responses will show up in separate records on your "My Surveys" page.
Do you have a question about the workflow or issues you've found?
Use the Intercom chat service in the bottom-right of your screen to connect to a Toxnot Customer Success Engineer, and we'll get back to you with the information or help you need.