--- title: Campaigns description: Campaigns --- [Skip to content](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#main-content) English Show submenu for translations [Submit a request](https://support.worldly.io/kb-tickets/new?hsLang=en) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=250&height=61&name=Worldly_LogoTM_Red.png)](https://www.worldly.io/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://support.worldly.io/kb-tickets/new) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.worldly.io/?hsLang=en) 2. [Assessments](https://support.worldly.io/assessments?hsLang=en) 3. [Network, Segments, and Campaigns](https://support.worldly.io/assessments?hsLang=en#network-segments-and-campaigns) # Campaigns **Table of Contents** - [**Campaigns**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01JZV2T51X0BGFGJ2TSV6BPNK7) - [**Campaign Dashboard**](https://support.worldly.io/hc/en-us/articles/34797529794587?hsLang=en#h_01K896FS2T5QVAVC391Q5HMJBG) - [**How to Create a New Campaign**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01JZV2TVFW3SZ4SBNB1ZHVDEFG) - [**Sharing Campaigns With Collaborators**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JGE098M6DT00KAR8MH3F47) - [**Who Can Share Campaigns?**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JGPMS75HDX29VZ9JTEBEM6) - [**What Recipients Can Do**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JGQ5CG0WMKG7M8YVT2MVWT) - [**What Recipients Can Not Do**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JXEMFG5QKY884QKWFM3JZ6) - [**How to Share Campaigns**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JGS9BWG110RVB3HWZ70P7V) - [**Managing Shared Campaign Access**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JM682TBA6QTMW1YPZ1ZKES) - [**Removing Accounts From Shared Campaigns**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JMSVPA0VWVE4RMCST1TQ8M) - [**Removing Companies From Shared Campaigns**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01M0JMSVPA0VWVE4RMCST1TQ8M) - [**How to Archive an Existing Campaign**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01K3MA0BZ2CSZRXGMWZEYHH8NK) - [**Downloads**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01K3MA0BZ2CSZRXGMWZEYHH8NK) - [**Module Share Notifications**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01K9AWGYZKSM2WRCYG4XRQ8HTG) - [**Example**](https://support.worldly.io/hc/en-us/articles/42562224688923-campaigns#h_01KHCC5M40QNH9MPGG37FG3SDW) 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. ![46607910220059.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46607910220059.png?width=475&height=268&name=46607910220059.png)   ## **Campaigns** Campaigns are action-oriented engagement vehicles designed to drive facilities to a specific outcome.  ![42757639195547.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639195547.png?width=1055&height=369&name=42757639195547.png) 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.  ![42757639196059.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639196059.png?width=1375&height=323&name=42757639196059.png) 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. ![42757639197979.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639197979.png?width=1005&height=387&name=42757639197979.png) 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. ![42758512712987.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42758512712987.png?width=634&height=249&name=42758512712987.png) In addition, bar charts will differ based on assessment type. For example, FDM campaign dashboards look different than FEM campaign dashboards. **FDM Campaign View** ![42758515704475.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42758515704475.png?width=2422&height=766&name=42758515704475.png) 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** ![42758515709467.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42758515709467.png?width=2360&height=872&name=42758515709467.png)   **FSLM Campaign View** ![42758512726427.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42758512726427.png?width=2354&height=872&name=42758512726427.png)   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](https://support.worldly.io/hc/en-us/articles/45674338837019?hsLang=en) to learn more about adding and removing facilities. ![42757639198875.gif](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639198875.gif?width=1156&height=620&name=42757639198875.gif)   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 ![42562219548699.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562219548699.png?width=487&height=338&name=42562219548699.png) Select which assessment your campaign will be tracking. ![42562231632027.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562231632027.png?width=482&height=408&name=42562231632027.png)   #### **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. ![42757639200283.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639200283.png?width=476&height=612&name=42757639200283.png) **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. ![42757703774875.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703774875.png?width=467&height=756&name=42757703774875.png) **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](https://support.worldly.io/hc/en-us/articles/44607686230683-Assessment-Status-Abbreviations?hsLang=en). - 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 ![42757703775259.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703775259.png?width=475&height=163&name=42757703775259.png) **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. ![42757703779739.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703779739.png?width=464&height=753&name=42757703779739.png) 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. ![42757703780507.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703780507.png?width=477&height=640&name=42757703780507.png) 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. ![48167072835099.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48167072835099.png?width=461&height=595&name=48167072835099.png) 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). ![42757703784603.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703784603.png?width=464&height=712&name=42757703784603.png) 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 ![42757703775259.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703775259.png?width=475&height=163&name=42757703775259.png) 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. ![42562219557147.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562219557147.png?width=429&height=221&name=42562219557147.png) - This combination means the campaign will not contain Inactive Facilities. ![42562231645723.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562231645723.png?width=429&height=221&name=42562231645723.png) - Select **+Another Segment** if you are targeting more than one segment in this campaign. ![42757703786395.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757703786395.png?width=429&height=221&name=42757703786395.png) ## Sharing Campaigns With Collaborators Share campaigns with vendors, sourcing agents, parent manufacturers, or other supply chain stakeholders to keep them informed on facility engagement and assessment progress in real-time. ### Who Can Share Campaigns? Campaign owners can share campaigns with other Worldly accounts. ### What Recipients Can Do - View all facilities in the shared campaign - See assessment status and share status exactly as the campaign owner does - Monitor facility progress and engagement through the campaign dashboard - Access the same bar charts and facility table as the owner ### What Recipients Can Not Do Recipients have view-only access and cannot edit campaign details or add/remove facilities. ### How to Share Campaigns **Note:** Accounts need to have shared access to a segment in the campaign in order to be able to view or manage companies. 1. In the top navigation, click **Supply Chain \> Campaigns**.  - (Optional) Use the search bar to locate your campaign.  2. Click the name of the campaign.  3. In the top right corner, click **share** (**person icon**).  - A pop-up box appears.  4. Use the search bar to locate your individual account or segment.  5. Click the name of the account or segment.  6. If an account was clicked: - (Optional) Input a comment.  - Click **Share**.  - An email is sent to that contributor notifying them of the share. 7. If a segment was clicked: - Click **Share.** - The brand is notified of the shared review.  ![54750677248923.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/54750677248923.png?width=2924&height=750&name=54750677248923.png) ![54750677253403.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/54750677253403.png?width=1090&height=1080&name=54750677253403.png)   ## Managing Shared Campaign Access At the top of the page, banners appear letting you know the campaign is shared with. ![54750717508251.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/54750717508251.png?width=2926&height=782&name=54750717508251.png) ### Removing Accounts From Shared Campaigns 1. At the top of the page of the shared campaign, click the **information icon**.  - A pop-up box appears.  2. Click **Leave This Campaign.** ![54750677257243.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/54750677257243.png?width=1088&height=688&name=54750677257243.png) ### Removing Companies From Shared Campaigns 1. At the top of the page of the shared campaign, click **Manage Companies**.  - A pop-up box appears.  2. Click **View.** 3. Check the company name box.  4. On the right side of the page, click **Remove**.  ![54750677259035.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/54750677259035.png?width=2924&height=1084&name=54750677259035.png) ## **How to Archive an Existing Campaign** 1. On the **Campaigns** tab, select the campaign you wish to archive followed by **Archive.** **![46646420621211.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46646420621211.png?width=762&height=384&name=46646420621211.png)** 2. Emails will be disabled when a campaign is archived. Confirm this action by selecting **Archive.** **![46646436223899.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46646436223899.png?width=374&height=145&name=46646436223899.png)** 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.** **![46646420624155.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46646420624155.png?width=762&height=310&name=46646420624155.png)**   ## **Downloads** On the **Campaigns** table, select the desired campaign(s) followed by the download button.  ![43003562489115.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/43003562489115.png?width=710&height=430&name=43003562489115.png) 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. This includes: - Worldly ID - Campaign Name - Campaign ID - Company Name - Country - Custom ID - Social Credit ID - Tax ID - OS ID - SLCP Gateway ID - Owner Email - Admin Emails - Module ID - Module Type - Module Year - Module Name - Module Status - Module Share Status - Module Percent Completed - Module Start (ASI) Date - Module Post (ASC) Date - Module Verification Percent Complete - Verification Post (VRF) Date - Verification Type - Verifying Body - Facility Foundations - Version - Tags   ## **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** ![46642926330011.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46642926330011.png?width=475&height=268&name=46642926330011.png) Clicking on the blue notification bubble will bring you to the appropriate **Modules** table. ![46642926336795.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46642926336795.png?width=779&height=363&name=46642926336795.png)   **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. ![46642942995611.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46642942995611.png?width=704&height=101&name=46642942995611.png) Clicking on the blue notification bubble in the section header opens a pop up to review shares of that assessment type. ![46642926345499.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46642926345499.png?width=527&height=223&name=46642926345499.png) 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. ![46642926336795.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/46642926336795.png?width=779&height=363&name=46642926336795.png)   ## **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 Expand to view Example ![42757639207195.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42757639207195.png?width=1204&height=747&name=42757639207195.png)![42562219552155.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562219552155.png?width=435&height=632&name=42562219552155.png)   After your segment is created, click **+Campaign** **![42562219552795.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562219552795.png?width=292&height=171&name=42562219552795.png)**   Next, select the desired assessment for the campaign. In this case, we'll select FDM. ![42562231643419.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562231643419.png?width=482&height=410&name=42562231643419.png) Enter in the following details into the campaign form. 1. Collecting FDM Energy data 2. The reporting period (or time period the energy data occurred) is from January 2024 to June 2024 3. The campaign contains the segment created above 4. The duration of the campaign is for Q4 of 2024 (October, November, December 2024) 5. The email requests facilities to share FDM data ![42562224683035.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/42562224683035.png?width=997&height=815&name=42562224683035.png)   ## **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.  [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=120&height=30&name=Worldly_LogoTM_Red.png "Worldly logo")](https://www.worldly.io) © 2026 Worldly. All Rights Reserved [Terms of use](https://worldly.io/terms-of-use/)  |  [DPA](https://worldly.io/data-privacy-addendum/)  |  [Privacy Policy](https://worldly.io/privacy-policy/)  |  [Cookie notice](https://worldly.io/cookie-notice/)