Buyer: How do RFP Campaigns work?

What are RFP Campaigns?

RFP Campaigns are a way to enter campaign details, associate RFPs with a campaign, and easily view RFPs within the same campaign.

How do I create a campaign?

To create a new campaign, click on "RFP" and then "Create Campaign" on the left-hand side menu. 





This will prompt you to the campaign page. Fill out the fields and click "Save" when done.





How do I access RFP Campaigns?

To access RFP Campaigns, click on "RFP" then "RFP Campaigns" on the left-hand side menu. 







What functions are available for RFP Campaigns?

View: By default, your view is set to Active allowing you to see all active RFPs.  However, you can also view Archived RFPs, or both active and archived using the All view.

Export to CSV: Allows you to export the details presented in the RFP Campaigns grid for the included campaigns to a . CSV file. This file can then be opened in a spreadsheet program such as Excel.

Search: Use the search bar to filter the RFP Campaigns by keywords, in order to make the list of RFP campaigns more manageable or to easily locate a specific RFP campaign.





View (under the Action column):

See a campaign-level summary, as well as all of the RFPs within that RFP campaign.

• You can share, download, build reports, map, and compile the entire RFP campaign from this page.
• You can also view, download, or request revisions for any of the RFPs within that RFP campaign.



Download: This action downloads a . CSV file of all of the vendor proposal data for all of the RFPs included in the RFP campaign.

Compile: Compile all of the vendor proposal data for all of the RFPs included in the RFP campaign.

​You can download, build reports, and map the entire RFP campaign from this page. Map: Map inventory locations included in the vendor proposals for all of the RFPs included in the RFP campaign.