Campaigns

Table of Contents

• Campaigns
  • Campaign Dashboard
• How to Create a New Campaign
• How to Archive an Existing Campaign
• Downloads
• Module Share Notifications
• Example

Under Supply Chain in the navigation bar, the Campaigns tab is used to create automated, recurring, and targeted emails to facility segments in a Network.

Campaigns

Campaigns are action-oriented engagement vehicles designed to drive facilities to a specific outcome. 

The Campaigns table enables users to build, edit, and optimize their own facility engagement funnels through dynamic email campaigns. By leveraging campaigns, brand customers can drive their supply chain to action no matter where the facility is in its sustainability journey. 

1. Use the search bar to search through the table of campaigns
2. Use the tick boxes next to the assessment to filter the campaign table
3. Select +Campaign to create a new campaign
4. Toggle views to show Active vs. Archived campaigns
5. Select Download to export a file with information on multiple campaigns.

Campaign Dashboard

Select a campaign name from the table to open the campaign view.

1. View the campaign type and reporting period.

2. Bar chart - Breaks down the data collected within this campaign. Since the charts are interactive, clicking on a bar will filter the table. For example, clicking on the blue transparent Water bar for Jan 25 will filter the table to show all facilities that have not posted water data for January 2025.
   
   In addition, bar charts will differ based on assessment type. For example, FDM campaign dashboards look different than FEM campaign dashboards.

   FDM Campaign View

   

   1. Onboarding Bar Chart - Track the status of the assessment, including No Account, No Subscription, Never Posted, Posted, and Sharing.
   2. Data Bar Chart - View each month's data broken down by Energy, Water, Waste, and Refrig. Emissions. 
      • Transparent bars means the data has not been posted, while opaque bars means the data has been posted. 
      • In the image above, the Data Bar Chart on the right breaks the Onboarding Bar Chart data down by month. In other words, you can view the light and dark yellow bars on a more granular scale in the Data Bar Chart.

   FEM Campaign View

   
    

   FSLM Campaign View

   

    

3. Edit - Select the slider icon to edit the campaign details.
4. Download - Select the icon to download the campaign bar chart.

Use the filters to the left of the campaign dashboard to sort through the facilities table. Click here to learn more about adding and removing facilities.

The facilities table features columns such as:

1. Company - Name of the facility
2. Worldly ID - Worldly generated ID for the facility
3. Tags - Enter in tags related to the facility
4. Country - The facility's country of origin
5. Status - Current status relative to the assessment
6. Contact - Has the facility been requested to take action? For example, if a facility's status is No Account, selecting Request will send an email to the facility inviting them to create an account.
7. Added to Network - What is the date the facility was added?

How to Create a New Campaign

Click +Campaign on the Campaigns page

Select which assessment your campaign will be tracking.

FDM Campaign

Encourage facilities to create a Worldly account, get a subscription, and start sharing their FDM data with you. Track your data in a single chart.

1. FDM Sections - Select the FDM Sections you want to collect data for. Options include Energy, Water, Waste, and Air Emissions. 

• NOTE: Checking boxes in this section will populate the email that is sent out to facilities. For example, checking the Energy and Water boxes will send an email to facilities requesting they submit energy and water data.

2. Reporting Period - Select the Reporting Period you want to collect data for.

• NOTE: The dates entered under First Month and Last Month will populate the email that is sent out to facilities. For example, entering 01/2024 and 03/2024 will send an email to facilities requesting they submit data for January, February, and March 2024.

3. Segments - Select the segments you’re targeting with this campaign. Use the Contains/Does not contain radio buttons to filter in/out the segment.

4. Duration - Select the start and end date of this campaign.

• NOTE: The Duration section refers to how long the email campaign will last. The Reporting Period section refers to the period of time when the data occurred. So for example, if ABC Clothing brand is launching a campaign in the last quarter of 2025 to collect data from the first six months of 2024:
  • The Duration would be: 10/01/2025 to 12/31/2025
  • The Reporting Period would be: 01/01/2024 to 06/30/2024

5. Automated Emails - Select the type of automated emails you wish to send. 

• Options include Create Account, Purchase Subscription, Share FDM Data, and Reminders to submit data.
• Campaign emails are sent based on assessment status.
• All email types in FDM campaigns are sent in 30-day intervals based on the start date selected.
• Select the blue Preview button to see an example of the automated email.
• If a facility is added to a campaign, the module sharing request will trigger if emails are turned on for the campaign
  
  
  

6. Campaign Name - Enter in the campaign’s name into the freeform text field.

7. Notes - Enter in any notes about the campaign into the freeform text field.

Once the campaign details are entered, click Save.

Next, you’ll be redirected to the Campaigns page where you can view your newly created campaign.

FEM Campaign

Encourage facilities to create a Worldly account, get a subscription, and share with you. Track your data in a single chart.

1. Version - Select the FEM Year you want to track.
2. Milestones - Members of this campaign will have to post and share their self-assessments by the Self-Assessment date you enter. Automated emails will start on the Start date.
   • NOTE: The dates entered under First Month and Last Month will populate the email that is sent out to facilities. For example, entering 01/2024 and 03/2024 will send an email to facilities requesting they submit data for January, February, and March 2024.
3. Segments - Select the segments you’re targeting with this campaign. Use the Contains/Does not contain radio buttons to filter in/out the segment.
   
   
   
4. Automated Emails - Select the type of automated emails you wish to send. 
   • Options include All Emails, Create Account, Added to campaign + purchase, Reminder to start, Reminder to continue, Reminder to share + post, and Verification countdown.
   • All email types in FEM campaigns are sent in 15-day intervals based on the start date selected.
   • Select the blue Preview button to see an example of the automated email.
   • If a facility is added to a campaign, the module sharing request will trigger if emails are turned on for the campaign
5. Campaign Name - Enter in the campaign’s name into the freeform text field.
6. Notes - Enter in any notes about the campaign into the freeform text field.

Once the campaign details are entered, click Save.

Next, you’ll be redirected to the Campaigns page where you can view your newly created campaign.

FSLM Campaign

Encourage facilities to create a Worldly account, get a subscription, and share with you. Track your data in a single chart.

1. CAF Versions - Select the CAF version(s) you will allow in this campaign. Campaigns can track one or multiple CAF versions.
2. Assessment Timeframe - All assessments allocated within this timeframe will be tracked.
   • Check the box if you wish to Track only the latest assessment allocated within this timeframe. 
3. Milestones - Automated emails will start on the Start date. Members of this campaign will be notified to post and share their assessment by the date(s).
   
   
   
4. Segments - Select the segments you’re targeting with this campaign. Use the Contains/Does not contain radio buttons to filter in/out the segment.
5. Automated Emails - Select the type of automated emails you wish to send. 
   • Options include Create Account, Purchase Subscription, Share FDM Data, and Reminders to submit data.
   • All email types in FSLM campaigns are sent in 15-day intervals based on the start date selected.
   • Select the blue Preview button to see an example of the automated email.
   • If a facility is added to a campaign, the module sharing request will trigger if emails are turned on for the campaign
     
     
     
6. Campaign Name - Enter in the campaign’s name into the freeform text field.
7. Notes - Enter in any notes about the campaign into the freeform text field.

Once the campaign details are entered, click Save.

Next, you’ll be redirected to the Campaigns page where you can view your newly created campaign.

Segment Examples

Select the segments you’re targeting with this campaign.

• This combination means the campaign will contain the Tier 2 Facility segment.
  
• This combination means the campaign will not contain Inactive Facilities.
  
• Select +Another Segment if you are targeting more than one segment in this campaign.
  

How to Archive an Existing Campaign

1. On the Campaigns tab, select the campaign you wish to archive followed by Archive.
   
2. Emails will be disabled when a campaign is archived. Confirm this action by selecting Archive.
   
3. Select the Archive tab to view all previously archived campaigns. You can activate the campaign again by selecting the campaign followed by Make Active.
   

Downloads

On the Campaigns table, select the desired campaign(s) followed by the download button. 

The downloaded file includes detailed information on campaigns and its related facilities. Each row includes identifying information, contact details for responsible parties, module progress and verification details, and metadata like version, tags, and country.

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.