Segments

Table of Contents

• Segments
• Segment Views
• How to create a Segment
  • From your Network
  • Upload a list or search
• Module Share Notifications
• Example

Under Supply Chain in the navigation bar, the Segments tab is used to manage the lists of factories created in the Network tab.

Segments

The Segments table shows a library of all saved segments, static and dynamic. 

Use the search bar to search through your table.

 

Click the check box next to a segment to add the segment to a campaign, download, archive, or delete the segment. 

 

Clicking Archive will send the segment from the Active tab to the Archive tab.

Reverse this action by clicking Make Active.

 

Selecting Delete will remove the segment from campaign(s). Check the pop-up box to see how many campaigns it will be deleted from. Note: You cannot recover data after it has been deleted.

Select the segment name to access a table of all applicable facilities within the segment.

 

For example, clicking into Energy Data Not Submitted, which is a dynamic segment, we can see:

1. The filters used to create this segment
2. When it was last modified
3. How many campaigns this segment is included in
4. Company Name
5. Worldly ID
6. Applicable Tags
7. Country
8. Account Status
9. Date it was added to the network

 

Use the pencil icon on the left to adjust the filters used to create this segment.

Select the slider icon in the upper right-hand corner to edit the name and segment type.

 

You can also switch between segments by clicking the down arrow next to the segment’s name.

 

Click here to read more about adding and removing facilities.

How to Create a Segment

There are two ways to create a Segment within WCS, either From your Network or Upload a list or search.

From Your Network 

This brings you to the Network tab, where you can create a dynamic or static segment from filters, or choose individual companies.

There are three different ways to create segments from the Network tab.

Upload a List or Search

This option allows you to bulk import from a CSV file or search for individual companies, enabling you to upload directly to a segment. 

1. Name: Enter the name of the segment.
2. Notes: Enter in any applicable notes. Anything entered in the Notes section are internal-only notes for users managing the segment.
3. Segment Type: Since you are uploading a list without any filters, you will only be able to create a Static segment this way. Click here to learn more about Dynamic segments.

Once this segment is saved, you are redirected to the Upload List page. Select Add Companies to open the bulk upload. If you haven't already, use the Example CSV available on this page to create a list for upload.

Next, upload your file:

1. Drag and drop your file onto the screen. Files can have up to 1,500 rows of data. You can upload the following file formats: CSV, Excel, or JSON. We recommend CSV as a best practice.
   
    
2. Review the field mapping before clicking Continue.
   
   • If a field is missing or incorrect, select the dropdown arrow to select the desired field.
   • Preview the data for the category on the right side of the window. Hovering over different rows updates the preview window.
   • Select Continue.
      
3. On the next page, review the bulk upload table for any errors. Check the Transformations section below for examples of transforming data.
    

4. After the table has been reviewed and all errors have been resolved, click Submit Data.
   
    
5. You'll know if you were successful when you see the Success pop up.
    

Once your file is successfully uploaded:

1. Select all Direct Matches

2. Add all direct matches

This changes the match to Already Added. When creating a segment by Upload a List or Search, any match results are only matched against the facilities in the segment, not in the network.

When you go into the segment you created, you'll see it's been added to the segment.

Module Share Notifications

Module share requests are automatically sent to facilities when emails are enabled in campaigns. There are two locations where you'll see module share notifications: the Supply Chain dropdown and section headers. 

If you see blue notification bubbles next to an assessment type, this means:

1. There are modules that are shared with you that you haven't been accepted yet
2. There are requests to share your module that you haven't yet approved 

Supply Chain Dropdown

Clicking on the blue notification bubble will bring you to the appropriate Modules table.

Section Headers

If you have blue notification bubbles in the Supply Chain dropdown, these will be mirrored in the Network, Segments, and Campaigns section headers.

Clicking on the blue notification bubble in the section header opens a pop up to review shares of that assessment type.

1. Select Accept All to bulk accept.
2. Select Accept/Decline to review each share individually.
3. Select Details in Module if you want to view the request in the corresponding Modules table.
   

Example

Let’s say you create a segment that has the following qualities:

1. Only Chinese facilities
2. Data has been submitted for the Energy section of FDM
3. Reporting period is 01/2024 to 06/2024
4. Dynamic segment

Who receives this email?

If ABC Clothing Facility is targeted within this campaign and submits energy data for Q1 and Q2 of 2024 (January, February, March, April, May, and June 2024), they will still receive this email due to the fact that they belong to the Segment we created above.

In other words, even though ABC Clothing Facility:

1. ✅ Has submitted requested energy data,
2. ✅ During the requested reporting period (Q1 and Q2 of 2024),
3. ✅ And effectively fulfilled the requirements of the campaign,

ABC Clothing Facility will still be included in the campaign (and receive emails from the campaign) since the emails are sent based on whether a facility is included in the segment.

Bottom Line: Emails are sent based on the criteria used to create segments, as opposed to the criteria used to create a campaign.