Weekly progress updates help you monitor supplier engagement without needing to log in every day.
Introduction
Weekly progress updates help you monitor supplier engagement without needing to log in every day. These email summaries include key metrics and recommended actions so you can quickly see what needs attention.
Step-by-Step Guide
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Assign Yourself as an Owner
- To automatically receive weekly updates, ensure you’re assigned as an owner of at least one supplier within the campaign.
- If you’re not already assigned, follow Assign Owners to Suppliers to add yourself.
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Wait for Scheduled Emails
- The system sends weekly updates, every Monday, for the duration of the campaign and a few weeks after any deadlines.
- You’ll receive a summary of funnel progress, changes from the previous week, and next-step recommendations.
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Review Your Summary Metrics
- In each weekly email, check the high-level funnel breakdown.
- Compare the latest numbers (e.g., Engaged, Responded, Submitted) to last week’s data.
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Access the Engagement Dashboard
- Click the “See All Your Actions” or similar link in the email to go straight to the engagement dashboard.
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Unsubscribe by Un-assigning
- If you no longer want weekly updates, remove yourself as an owner from all relevant suppliers.
- Weekly emails will stop once you’re no longer assigned to any suppliers in active campaigns.
Common Issues/Tips
- Missing Emails: Check spam or junk folders if you’re not receiving the updates.
- Frequency Management: Weekly emails are automatic and can’t be changed to daily or monthly.
Conclusion
You’re set up to receive weekly progress updates, giving you a convenient snapshot of campaign health. If you find you need even more insight, revisit the engagement dashboard for a deeper dive.