Buyer: How do RFP Campaigns work?

What are RFP Campaigns?

RFP Campaigns are a way to easily view RFPs within the same campaign.

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 Campaign's table 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.

Action Column Functions

View: 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 can be used to download an .XLS file or a PowerPoint of all the vendor proposal data for all of the RFPs included in the RFP campaign. To get more information about downloading PowerPoints, check out this support article.

Compile: Compiles all of the RFPs included in the RFP campaign on one page.

• You can minimize/maximize each RFP, view images, map, and download the entire RFP campaign from this page.
• If the RFP status is currently editable by the buyer, you can make in/out decisions as well.

Map: Displays media across all RFPs in the campaign