Surveys is an easy way to do due diligence within your supply chain. This could also be used as a follow up check of your suppliers a way to get insight in your suppliers readiness for upcoming regulations.
This guide will take you through how to create and send surveys to your suppliers using the Survey module in Prduct.
Accessing the Survey Module
From the front page of Prduct, navigate to the Surveys tab in the left-hand sidebar. This will open the survey overview, where you can see:
Active Surveys – surveys you have created and manage yourself
Received Surveys – surveys sent to you by others
Paused Surveys – Inactive serveys
Creating a New Survey
From the Active Surveys tab, click the Add Survey(s) button in the top right corner.
Give your survey a name and confirm to create it. Once created, your new survey will appear at the top of the Active Surveys list with a Draft status. Click into it to start configuring it.
Survey statuses explained:
Draft – the survey has not yet been activated or sent to recipients. It can still be freely edited.
Active – the survey has been sent out. It can no longer be edited directly, but you can create a new version or duplicate it to reuse the questions in a new survey.
Paused – the survey has been sent out, but has later been paused and is inactive.
Configuring Receivers
The front page of your survey shows the Companies tab, which is your active receivers list — the suppliers that will receive the survey when it is activated.
To edit who receives the survey, click the blue Receivers button in the top right corner.
By default, the survey is set to be sent to all upstream members.
You can disable this toggle and select recipients manually.
When selecting recipients manually, you can choose from:
Active teams – companies you are directly connected with in the platform
Internal suppliers – companies that are only internally available in the system (that you've created)
Note: To send a survey by mail to an internal supplier, you must first add a contact person to that supplier from the Supply Chain list. The contact person is the one who will receive the survey email.
Building Your Survey:
Adding Sections
From the top of your draft survey, click Add Section to create a new section.
When creating a section, you can configure:
Title (mandatory): The name of the section
Description: A short text visible to the survey recipient
Primary and secondary color: Customize the look of the section. You can set colors as default so they can be quickly reused across other sections.
Adding Groups and Questions
Once a section is created, you need to add at least one group within it. Groups help organize related questions. You can add as many groups per section as you like.
With a group created, click Add Question to start building your questions.
Question Types and Configuration
When adding a question, a configuration panel opens where you can set up the following:
Answer types:
Yes/No – a simple yes or no response
Number – allows the recipient to enter any number, which can be restricted to a specific interval (e.g. 0–200). You can also add a unit such as kg or km.
Text – allows for free-text input
Select (Choices) – lets you define multiple answer options for the recipient to choose from. You can limit the maximum number of selections allowed.
Percentage – a decimal number from 0 to 100%
Additional question settings:
Mandatory/Optional – choose whether the question must be answered before the survey can be submitted
File upload – allow or require the recipient to upload a file with their answer. Using the cogwheel icon, you can configure which specific answer options should trigger a file upload, and whether each selected option requires a separate file upload.
Additional field configuration – attach additional fields to a file upload, such as a date, number, or text field. For example, a certificate file could have an associated expiration date field.
Satisfactory target score – assign positive or negative point values to answer options on Yes/No or Select questions. This allows you to score supplier responses, which can be used for supplier ratings or other evaluation measures. Scores can be edited even after a survey has been activated and sent.
Scores are only visible to the survey creator, and not the receivers of the survey.
Rich text formatting is supported in the question text — you can apply bold, italic, and underline formatting, and turn words or phrases into links.
Sub-Questions
Yes/No and Select questions can trigger sub-questions based on the recipient's answer.
When configuring a Yes/No or Select question, you can choose which answers should engage sub-questions. After saving the question, a + (plus) icon will appear in the Actions column to the right of the question.
Click it to add and configure a sub-question.
Sub-questions are configured in the same way as regular questions, with one additional option: you can specify which answer from the parent question should trigger this sub-question. This means a Select question with many options can have individual, unique sub-questions for each selection.
Landing Page
At the top of the survey, click Landing Page to configure what your suppliers see when they first open the survey.
From here you can:
Write a general description of the survey
Set a deadline
Add a contact person from your organization
Customize colors
Insert an image and your company logo
Confirmation Text
Next to the Landing Page button, you will find Confirmation Text. This is a two-step verification step that appears when a supplier tries to submit the survey.
The recipient must read and accept the confirmation text before they can submit. If you leave this field empty, it will default to: "By pressing submit you agree that the answers given on this survey are correct."
Previewing Your Survey
Between the Receivers and Publish buttons, you will find a Preview button. This lets you see and interact with the survey exactly as your suppliers will experience it — allowing you to test that everything works as intended before sending.
Note: Preview is only available while the survey is still in Draft status. Once the survey has been activated and published, the preview is no longer available.
Publishing the Survey
When your survey is ready, click Publish to activate it and send it out to your selected recipients.
Customizing Survey Emails
You can customize the email that is sent to recipients when a survey is activated. To do this:
Click your name in the bottom left corner of Prduct
Go to My Organization
Navigate to the Emails tab
From here you can customize both the general outgoing email template and all specific emails and their contents. Dynamic text values (such as the company name, survey name, and deadline) can be inserted so the correct information is automatically inserted for each survey — meaning you do not have to manually edit the email for every survey you send.