Sending Bulk Communication to Suppliers
Who is this article for?Users who want to send the same message to multiple suppliers.
Manufacturer Userpermissions are required.
Communicate provides you with a platform to send the same message to selected contacts with just a few clicks. This guide will show you how to use it to send custom emails or preset mini questionnaires to the suppliers you're working with.
1. Communicate
To access the platform:
- Expand the Supplier Information menu.
- Click Communicate.
You will be taken to a new page with a list of all active suppliers sorted in alphabetical order.
2. Selecting Suppliers
To select a supplier, tick the box for their row.
Clicking the box in the column header will select all suppliers so use it only when you want to send the same message to everyone you work with.
3. Sending Mini Questionnaires
Mini questionnaires can be an engaging touchpoint for you and your suppliers and Communicate makes sending them easy.
To send a mini questionnaire:
- Open the Communicate page.
- Select the suppliers you want to send the questionnaire to.
- Click Send Mini Questionnaire.
You will see a pop-up with an option to select an existing questionnaire or create a new one. - Make your selection.
- Click Continue.
On the next page, you will be able to see the questions listed in the questionnaire (uneditable), as well as a list of suppliers the questionnaire will be sent to. The ones you have previously selected will have a tick next to them, this is just another opportunity to increase the reach of your comms.
If you are happy with the questionnaire, hit Send!
4. Sending Emails
Emails give you the ability to send custom messages to selected contacts within the selected supplier companies.
To send an email:
- Open the Communicate page.
- Select the suppliers you want to send the questionnaire to.
- Click Email.
You may need to scroll down to see the message field. - Select the contact from the dropdown.
- Enter a Subject.
- Compose your Message.
Emails sent from this screen have a character limit of 5000. - Choose File if you want to attach any documents (optional).
- Click Send.