Recommended actions guide you on how to help each supplier move forward
Recommended actions guide you on how to help each supplier move forward. By following these suggestions—such as adding contacts or nudging suppliers—you can substantially improve response rates.
Step-by-Step Guide
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Access the Engagement Dashboard
- Navigate to Collect > Supplier Data.
- Switch to the Engagement tab to see the list of campaigns and suppliers.
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Find the Recommended Action Column
- In the Suppliers table, locate the Recommended Action column.
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Add New Contacts
- If “Add New Contacts” is recommended, click the link provided.
- A popup will appear to let you input additional contacts for the supplier.
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Nudge Supplier
- If the system suggests a “Nudge,” click it.
- This opens your email client, and populates the destination, subject, and body of the email, with a nudge ready to be sent, prompting your contacts at the supplier to register, submit data, or complete the next step.
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Review Action Impact
- After taking each recommended action, check back regularly to see if the supplier’s stage progresses.
Conclusion
Following the recommended actions can significantly improve your suppliers’ journey to successful data submission.