Engagement Campaign Setup
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      3. Engagement Campaign Setup

      Selecting data types to collect from suppliers

      This guide explains how to choose specific data types to request from your suppliers in a bulk or individual manner, helping you streamline your efforts and save time.

      Introduction

      Gathering the right information from your suppliers is essential for tracking their sustainability progress and prioritizing engagement. By selecting relevant data types—such as Corporate Carbon Footprints (CCFS), Product Carbon Footprints (PCFs) or decarbonization initiatives—you’ll gain deeper insights into your supply chain’s environmental impact and be able to focus on what truly matters.

      This guide explains how to choose specific data types to request from your suppliers in a bulk or individual manner, helping you streamline your efforts and save time.

      Step-by-Step Guide

      1. Navigate to the Supplier Data table.

        • Go to Collect / Supplier Data.
        • Here, you’ll see a list of all your suppliers along with key details like spend, emissions, and decarbonization data.

      2. Select the suppliers you want to collect data from.

        • Use the checkboxes on the left side of the table to pick one or more suppliers.

        Tip: You can bulk-select an entire page of suppliers for faster setup.

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      3. Click the “Collect Data” action.

        • After selecting suppliers, an action bar will appear at the top of the table.
        • Click Collect Data to open the data collection panel.

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      4. Choose the data types to collect.

        • In the Data Collection Request side panel, you’ll see several options for data types, such as:
          • Corporate Carbon Footprint (e.g., Scope 1, 2, and 3)
          • Decarbonization Data (e.g., initiatives and targets)
          • Product Carbon Footprints
          • Supplier Engagement (how they engage their own sub-suppliers)
        • Check the boxes for each data type you need.

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      5. Confirm your selection.

        • Click Continue or Save to apply the data types to your selected suppliers.
        • Suppliers will then be marked with a status (e.g., Needs Contacts), indicating the next steps to gather the actual data.

      Common Issues & Tips

      • Duplicate suppliers: If a supplier appears multiple times under different names, you can merge them by clicking on Edit supplier and entering the same website.
      • Not sure which data to request? Most users start with Corporate Carbon Footprint and Decarbonization Data to gain a baseline and understand targets, but it depends on your objective and supply chain makeup. If you purchase physical goods and have a target to reduce Scope 3 emissions, you should collect Product Carbon Footprint Data.

      Conclusion

      You’ve now selected which data types to collect from your suppliers, setting a solid foundation to understand their climate initiatives and carbon impact. As a next step, consider adding supplier contacts so you can send out data requests and automatically screen for public disclosures.