Surveys can be sent from Send Survey. From the Hub navigate to Surveys and then select Send Survey.

Surveys can also be sent from Suppliers: select the suppliers to send the survey to, then click “Send survey”. See more about filtering suppliers.

Send survey: step-by-step

Send Survey page

Step 1. Choose which survey to send out

Under Choose survey is a list of all live surveys in Position Green. Use Customize content to select which sections of the survey to include.

Step 2. Participating suppliers

Change or Select all participating suppliers to define which suppliers to send the survey to. 

Step 3. Adding a campaign

Campaigns can be used to indicate a specific round of surveys. Note that Campaign is a filter option in Surveys.

Step 4. Add a Questionnaire subtitle

Step 5. Add a deadline

Add a deadline to give the suppliers a last submission date. This is a filter in Surveys.

Step 6. Use data from the previous survey

Copying data from the previous year helps suppliers complete the survey, for example when the data has not changed. Data from the previous year can also flag whether this year's data needs to be double-checked.

Step 7. Send email invitations

Select which template to use and preview the email. Learn about email templates.

Step 8. Add email reminder

Adding a deadline in step 5 enables automatic reminders. Four reminders are sent to the respondents:

• Halfway through the response period - for example, if the deadline is 20 days after the survey is sent, the reminder is sent on day 10.
• Shortly before the deadline - at 75% of the period from the issue date to the deadline.
• On the day of the deadline.
• One week after the deadline.

Reminders can be sent manually from the Surveys tab. Tick the box next to the relevant surveys, then click “Send Message”. Clicking Reminder opens the email, which can be edited before sending.