Vendor Communication Resources
Introduce and educate your vendors
Here’s how to get started
This handy guide will walk you through the process of introducing your new cert process to your vendors and includes information on setting up email monitoring and using SmartCert’s Preferred Vendor Program
- Email monitoring can be set up on an email address vendors use to send certs.
- Each email will generate a new SmartCert, incorporating all the documents and noting the vendor who sent the certs. SmartCert’s technology will create keywords for the cert package (PO, part, lot, etc.) to make it easily accessible to you and your team. This process helps create a standard receiving process, even if your vendors aren’t on the network.
- Documents and data can be adjusted as needed.
- Send an email introduction using one of the email templates provided below (Feel free to adjust the content to suit your needs).
- Attach the SmartCert Overview and Setup Instructions PDF if you will be sending SmartCert Requests, or use the Preferred Vendor Program Overview if you will be requiring SmartCerts from your vendors.
- Add the SmartCert network badge to your website, newsletter, and communications.
- Update your signature using one of the options provided to reinforce your new cert process and provide links to support and the signup page.
- Once your vendors know what to expect, you can start sending requests for certs through SmartCert. (Check out this video on how to send a Request).
- If your vendors are already on the SmartCert network, you can search the directory and add the company name to the Request. They’ll receive a notification of your request, and see the request in their Daily Summary email.
- If your vendor is not yet on the network, you’ll create and send the request to the email address of your contact. They’ll receive an email notification of the cert request and an invitation to join. Responding to Requests is 100% free for all your vendors.
- We’ve made it easy for you to leverage the tools and features in your dashboard for all of your vendor certs. Sending SmartCerts can be as easy as sending an email!
- SmartCert’s Preferred Vendor Program outlines the ways your vendors can meet the requirement of sending certs on the network and details how to get set up.
- Companies using this program usually assign a date for compliance and the SmartCert support team can assist each of your vendors in getting set up with their preferred method.
- Use the email template and PDF overview listed below to introduce your vendors
to the program. - The SmartCert Support team can provide a custom promo code your vendors can use to receive 15% o their first year subscription. Your company will also receive a 15% referral credit of their first year’s subscription that will be applied towards your annual renewal or as a discount to your monthly subscription.
- The team at SmartCert is standing by and happy to assist if your vendors have
questions or need help getting started. You can also: - Direct them to resources and support by sending a link to the help center. (Copy and paste this link: www.smartcert.tech/help-center/)
- Or forward / copy us on the email from your vendor using support@smartcert.tech
Resources
Email templates
Use these templates to introduce your suppliers to your new process.
SmartCert Overview and Set up Instructions
Share this PDF to help your suppliers get familiar with SmartCert.
SmartCert Preferred Vendor Program
Download the email templates and PDF to introduce the program to your vendors.
Want to train up your teams on your new process for receiving certs?
We’re here for it! Send a message to support@smartcert.tech and we’ll be happy to schedule an overview and training and ensure everyone is up to speed on your new process.