Engage with suppliers and analyze responses

Include basic environmental questions as part of a RFx bid package

Invite suppliers to take assessment

Click Engage suppliers in the left sidebar, then click the column header for the questionnaire you would like the supplier to respond to, and finally the Engage tab.

Type the email address of the supplier contact you wish to invite to respond to a questionnaire in the search input field, and click Search.

• Either the supplier has already been invited for the period, and you will have an option to re-send the invite, or
• the supplier already has a profile on TSP, but hasn't been invited in the period yet, and you will be able to send an invite, or
• the supplier doesn't have a profile on TSP yet, and you will be able to invite the supplier to create a new profile.







Once you click Re-Send or Add, a popup will appear for you to change the contact this notification should be sent to, and customize the invite message if necessary. If you are inviting a supplier that doesn't have a profile on TSP yet, you will also be able to set the initial name the supplier profile will appear under.

Set the Expect a response before field if there is a deadline suppliers should respond before to be counted as completed, or leave it blank if there are no deadline.

Click Request assessment to send an invite e-mail to the contact listed in the To field. The TSP platform will take the appropriate steps to create a supplier profile and/or contact if they do not already exist before emailing the request to the supplier.

Whether the supplier already has a profile on TSP or not, an invitation e-mail is sent to the contact you specified in the To field. To email yourself a sample invite, click Send me an invite example next to the Search button.

Any user connected to the supplier profile, whether they received the invite e-mail or not, will see the request you just sent to complete a questionnaire, until the request is fulfilled or the request expires because the deadline has passed.

Once the invite e-mail has been sent, the supplier will appear in both, your company's Engage and Track dashboards.

To go further, you might be interested to watch a video tutorial on How to use TSP dashboards to run an engagement campaign.

Importing more than a few suppliers...

Importing hundreds of suppliers can be tedious. If you need help, please contact us. The TSP support team will be glad to do it for you.

Note

Since there is only one profile per supplier on TSP, and the supplier has full control of its own profile, you might want to attach your own vendor ID after inviting the supplier.

This will facilitate workflows later on when you merge TSP downloads with other data sources.

Download raw data for analytics

Go to the Engage dashboard, then pick a download option that fits your needs.

Attach your own vendor IDs

On the Track dashboard,

1. Click on the supplier ID (on the left-side of supplier name).
2. Enter the supplier ID you use internally in your company's Enterprise Resource Planning (ERP) system. You can enter comma separated IDs if the supplier profile covers multiple internal supplier records.
3. Click outside the input field to save the changes.