Overview

Bulk Send Questionnaires lets you send the same questionnaire to the recipients of one or more vendors at once, through a guided four-step wizard. Depending on the questionnaire type and how many recipients you select, a single send can generate one or many individual questionnaires.

Prerequisites

Administrator access is required to view and manage the Contacts listing
Administrator, Editor, or Contributor role is required to use Send Questionnaire on the Vendors listing
The Contacts object type and bulk-send action must be enabled for your instance
At least one Vendor to survey and at least one questionnaire template to send

Step by Step Instructions

Sending Questionnaires in Bulk

The steps below walk through surveying multiple vendors at once using the Send Questionnaire wizard.

Select Vendors and Open the Wizard

Go to the Vendors listing and select the vendor rows you want to survey.
Click Send Questionnaire in the bulk-action bar. The wizard opens.

Choose the Questionnaire

On Select questionnaire, choose exactly one questionnaire to send to the selected vendors.
Click Next.

Select Recipients

Recipients can come from any combination of sources:

Recipient fields — person fields on the selected vendors
Primary contacts — pre-selected by default
Mapped to selected vendors — contacts mapped to the vendors you selected; search or filter by category
One-off recipients — type a name, email, and target vendor directly in the wizard
Import CSV — upload Name, Email, and Vendor name columns; rows are added as one-off recipients

Optionally enable Verify respondent to require an emailed verification code before recipients can answer.
Choose the Questionnaire type:
- Individual — each recipient gets their own copy
- Shared — recipients for a vendor collaborate on one copy
Click Next.

Compose the Email and Schedule

Fill in the following fields, then click Next:

Field	Description
Title *	The questionnaire title recipients see. Supports variables such as `%object_title%`
Greeting	Optional opening line
Message *	The body of the invitation email
Signature	Optional closing signature
Reply-to email *	Address that receives replies
Due date	When the questionnaire is due
Notify on response	Notify when a recipient responds
Auto-nag	Optionally remind recipients every N days (1–7)

Fields marked with an asterisk are required.

Review and Send

On Review & send, check the summary cards for Questionnaire, Type, Vendors, and Recipients.
Review the recipients table and the total count of questionnaires that will be sent.
Click Send to start the send.

Track Progress and Confirm

The wizard closes and a progress banner reports sending as it happens.
When complete, a confirmation shows the questionnaire was sent to recipients across the selected vendors.
Open any surveyed vendor and check its Sent Questionnaires tab to see the new response(s).

How Recipients Expand into Questionnaires

Individual type — one questionnaire is created for each recipient, for each vendor they apply to
Shared type — one questionnaire is created per vendor that has recipients
Mapped contacts reach only the vendor(s) they're mapped to
One-off and CSV recipients not tied to a specific vendor are sent to every selected vendor
Recipients are deduplicated by email, case-insensitively, per vendor — the same address selected through multiple sources is sent to once for that vendor

Tip: If the questionnaire count looks higher or lower than expected, check the Type (Individual vs. Shared) and the Sends to column on the review step — those two settings drive the total.

Troubleshooting

I don't see the Contacts listing. The Contacts listing is Administrator-only, and the Contacts feature must be enabled for your instance. Confirm your role, or contact your ZenGRC account team to verify the feature is active.

I don't see the Send Questionnaire button. This button is available only to Administrator, Editor, and Contributor roles. Reader, Custom, and External Auditor roles will not see it.

A contact isn't showing up as a recipient in the wizard. Under Mapped to selected vendors, only contacts mapped to the vendors you selected will appear. Edit the contact and confirm its Mapped vendors, or add them as a one-off recipient instead.

Some rows were skipped during CSV import. The import preview lists a reason for each skipped row — typically a duplicate email, an invalid email, or a blank email. Fix the affected rows and re-import.

The wizard won't let me continue to the next step. Each step requires certain inputs: a questionnaire on step 1, at least one valid recipient on step 2 (one-off recipients need a valid email and a target vendor), and Title, Message, and Reply-to email on step 3.

I selected the same person twice — will they get two questionnaires? No. Recipients are deduplicated by email, case-insensitively, per vendor.