Invite a Supplier to a Campaign
Invite a Supplier to a Campaign
 |
Before you send
an invitation to the supplier, review
the campaign settings to ensure that the correct start date
for the campaign has been set. |
- From the main menu, select PROGRAMS *NEW*. Select
the program to which the supplier will be invited.
- Click INVITE next to the appropriate campaign.
/Images/ClickInviteButton.png "Click INVITE")
- Enter the following:
/Images/SupplierContactInformation.png "Enter the supplier's contact information")
•
Supplier's name
•
Email address of the invitation recipient
•
First name of the invitation recipient
•
Last name of the invitation recipient
If you need to send this invitation to multiple suppliers, click ADD
SUPPLIER to add additional suppliers to the invitation recipient list.
- Click SUBMIT. Click DISCARD to discard the supplier invitation.
|
Before you
send an invitation to the supplier, review
the campaign settings to ensure that the correct start
date for the campaign has been set. |
/Images/InvitationSubmitButton.png "Click SUBMIT")
After the invitation has been sent, a confirmation message will display
under the main menu.
/Images/SupplierInvitationConfirmation.png "Invitation confirmation message")
See Supplier Invitation:
Recipient View to see an example of what the onboarding recipient's
invitation will look like in email format.
For an overview of the Supplier Onboarding process, see the Supplier
Onboarding Workflow.
