Step 9: Starting a Vendor Rating (3+4)

Steps 3 and 4 of setting up a Vendor Rating, after suppliers, contracts and respondents have been linked. In step 3 you check and adjust the invitation e-mail, which each survey has separately, and the pop-up also holds the start and end date of the survey and the signal user. Changes are saved automatically.

You have just linked all desired suppliers/contracts and respondents in step 2. In step 3, you can check the layout of the invitation that is sent to the respondents, and adjust it if necessary.

Setting up a Vendor Rating - step 3

1. In this step, the email used to invite the respondents can be modified. Each survey has its own email text. Select the survey for which you want to view the invitation email.
2. A pop-up window will open. In this screen, additional settings can also be changed, such as the start and end date of the survey and the signal user. Changes are saved automatically. Click the cross in the pop-up window to return to step 3.
3. Click 'Next' if all email settings are as desired.
   
   

Setting up a Vendor Rating - step 4

1. In the 'Link to survey form' table, the surveys, linked respondents, and a link to a preview of the surveys that the respondents will receive are shown. Click on 'Link to preview' to check the survey.
2. If you want to adjust anything regarding respondents or surveys, you can navigate to the previous steps using the 'Back' button.
3. Send the surveys by clicking 'Send'.

You have successfully completed all the steps to set up a rating.