Assessing third parties

This feature allows you to personalize questionnaires and send them to your third party contacts in order to assess their compliance.

The concept is simple:

You personalize the questionnaire
You create a survey in which you choose the questionnaire to be sent, add recipients, and monitor the status of their replies.

Personalizing a questionnaire

In a new upcoming version you will be able to personalize your questionnaires yourself. In the meantime, if you wish to design a questionnaire, contact your CSM for dedicated support.

Launching a survey

Once your questionnaire has been created and personalized, the survey allows you to choose the questionnaire to be sent, the recipients who will receive it, and to monitor the status of their replies.

The Access to Campaigns page permission is required to create and monitor surveys.

To launch a survey:

In the sidebar, click Third party evaluation > Campaign > Create a survey.

2. In the Create a survey dialog box, give your survey a title and click Create.

3. In the Settings section, select a questionnaire from the dropdown list.

4. In the Recipients section, click the Add recipient button to choose the contacts that will receive the questionnaire.

You have two options:

Click the Add button to add recipients manually
Click the Import button to import a .csv or .xlsx file of recipients. Then select or drag-and-drop the file.

To make sure you use the correct format, download a template of the import file by clicking the .csv template or .xlsx template buttons.

5. Click the OK button. The recipients appear in the list.

6. Now that you've selected a questionnaire and chosen the recipients, click the Start audit button. A message indicates that the survey has started.

Want to add more recipients after the survey has been started? Click the Edit survey button and add them. Then click the Restart the survey button. This will not impact existing recipients.

7. The recipients receive an email with a Reply button that opens the questionnaire.

8. Once the questionnaire has been completed, the recipient clicks the Send my replies button.

A recipient can complete the questionnaire in several sessions. As long as they don't click the Send my replies button, they can resume completing the questionnaire at any time, even if they have closed their browser.

9. To monitor the status of the replies, click the Manage survey button.

You can view the status of each reply:

To do: the recipient has not yet clicked the Reply button in their email.
In progress: the recipient has clicked the Reply button in their email but has not yet returned the questionnaire.
Completed: The recipient has returned their questionnaire.