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WCS: Getting Started Guide

  • Updated

Table of Contents

Navigation

To get started, navigate to Supply Chain from the top navigation bar.

 

Network

On the Network table, users can create and name a custom filter based on defined attributes. They can also save this custom filter to a catalog of other saved filters that can be accessed at any time. These saved filters are referred to as segments. 

To create a new segment, apply at least one filter and click Save as Segment within the filters column.

 

Enter in the Name and any Notes associated with this segment.

 

Next, you can indicate whether this is a Dynamic or Static Segment. When saved, this will display a list of factories that align with the type of segment.  

Dynamic Segment

A segment that moves factories in or out of the filter based on the criteria being met.

EX: If a brand wants to see who in the factory network is a Tier 1 facility, they can tag facilities with “Tier 1” and the dynamic segment will update with any facility with that tag.

1. Creating a Dynamic Segment that tracks the “Tier 1” tag.

2. Adding “Tier 1” tag to more facilities:

3. Dynamic List is updated with 2 more facilities:

Static Segment

A segment that creates a fixed list of factories that meet a criteria in a moment in time.

EX: If a brand wants to create a segment of 5 VIP facilities to send a monthly newsletter, the static segment will create a list that will stay the same.

 

Static segments can either be created by saving an unfiltered list of facilities (like in the VIP Facility List example above), or you can apply any filter(s) and save as a static segment.

 

Additionally, you can manually add a facility to a static segment by:

  1. Selecting at least one facility from the Network tab
  2. Clicking “Add to static segment”.

Click here to read more about adding and removing facilities.

If your Network table is empty, click here to learn more about bulk uploading to the Worldly Collaboration Suite.

 

How to use Filters

Single filters

  • Reporting Section Filter Submitted = Facilities who have submitted that section (i.e. energy) at any point in time

    • EX: This filters to show all facilities who have submitted energy data for FDM.

      Example
  • Reporting Section Filter Not Submitted = Facilities who have not submitted that section (i.e. energy) at any point in time

    • EX: This filters to show all facilities who have NOT submitted energy data for FDM.

      Example
  • Reporting Period Filter Submitted = Facilities who have submitted data for all months within the defined dates.

    • EX: This filters to show all facilities who have submitted data for every month in 2024. In other words, only facilities who have submitted 12 months of data for 2024 will be shown in the table.

      Example
  • Reporting Period Filter Not Submitted = Facilities who have not submitted data for all months within the defined dates

    • EX: This filters to show all facilities who have NOT submitted data in the first quarter of 2024. In other words, only facilities who have submitted data for January, February, and March 2024 will be shown in the table.

      Example

Combo filters

  • Reporting Section & Period Submitted = Facilities who have submitted that section (i.e. energy and water) for all months within the defined dates

    • EX: This filters to show all facilities who have submitted energy and water data for January, February, and March 2024. In other words, all energy and water data has been submitted for Q1 of 2024.

      Example
  • Reporting Section & Period Not Submitted = Facilities who have not submitted that section (i.e. energy and water) for all months within the defined dates

    • EX: This filters to show all facilities who have not submitted energy and water data for January, February, and March 2024. In other words, no energy and water data has been submitted for Q1 of 2024.

      Example

Opposing combo filters

  • Reporting Section Submitted + Reporting Period Not Submitted = Facilities who have submitted that section but not for all months within the defined dates
    • EX: This filters to show all facilities who have submitted energy and water data, but not for all months in Q1 of 2024. Some examples could include:
      • A facility that has submitted energy and water data for January and March of 2024, but not for February 2024

      • A facility that has submitted energy and water data for just January 2024, but not for February or March 2024.

        Example
  • Reporting Section Not Submitted + Reporting Period Submitted = Facilities who have not submitted that section but have submitted other sections for all months within the defined dates
    • EX: This filters to show all facilities who have not submitted energy and water data, but have submitted the other sections for Q1 of 2024. Some examples could include:
      • A facility that has submitted waste data for January, February, and March 2024.

      • A facility that has submitted refrigerated emissions for Q1 2024.

        Example

Additional notes

  • When using the Reporting Section filter, only facilities who have an active subscription will be displayed in the results. Any facility in a No Account or No Subscription status will not be displayed and will need to be filtered for separately.
  • When using the Reporting Period filter, only facilities who have a history of posting data will be displayed in the results. Any facility in a No Account, No Subscription or Never Posted status will not be displayed and will need to be filtered for separately.

Click here to read more about 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.

 

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.

Method 1: Using Filters
  1. To create a new segment, apply at least one filter and click Save as Segment within the filters column.

     
  2. Enter in the Name and any Notes associated with this segment.
     
  3. Indicate whether this is a Dynamic or Static Segment. When saved, this will display a list of factories that align with the type of segment. Select Save. 
Method 2: Using Search Keywords
  1. Enter in a search keyword such as "Portugal" to generally search the Network table for any related records. Any facility with the keyword (ex: "Portugal" in the company name, tags, or country field) will appear in the Network table. 

     
  2. Select Save as Segment.

     
  3. Enter in the Name and any Notes associated with this segment.

     
  4. Indicate whether this is a Dynamic or Static Segment. When saved, this will display a list of factories that align with the type of segment. Select Save.
Method 3: Assessment Status
  1. In this example, the brand is creating this segment to prepare facilities for the upcoming cadence. Navigate to the FEM dropdown menu in the Network Filters and select 2025.

     
  2. Enter the following in the Status and Shared fields. This will filter the Network table to all facilities that don't have a FEM 2025 assessment, haven't started a FEM 2025 assessment, or not shared their FEM 2025 assessment.
    • Status: No Assessment, Not Started
    • Shared: Not Shared
       
  3. Select Save as Segment.

     
  4. Enter in the Name and any Notes associated with this segment.

     
  5. Indicate whether this is a Dynamic or Static Segment. When saved, this will display a list of factories that align with the type of segment. Select Save.

 

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.
     
  1. After the table has been reviewed and all errors have been resolved, click Submit Data.

     
  2. 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.

Click here to read more about Segments.

 

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 Campaign

Click +Campaign on the Campaigns page

Select which assessment your campaign will be tracking.

Click here to read more about Campaigns.

 

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.

 

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