Engagement Campaign Setup
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      1. Emitwise Academy
      2. Procurewise Academy
      3. Engagement Campaign Setup

      Sending data requests to suppliers

      This guide walks you through sending data requests to suppliers and optionally assigning them to engagement campaigns

      Introduction

      This guide walks you through sending data requests to suppliers and optionally assigning them to engagement campaigns. Sending data requests is crucial for collecting the information you need, from compliance documents to sustainability metrics.

      Step-by-Step Guide

      1. Access the Suppliers Table

        • Go to the Collect / Supplier Data page, where the suppliers table is found.

      2. Navigate to “Ready to Engage”

        • At the top of the table, click the Ready to Engage tab.
        • You can only send requests to suppliers with the status “Ready to Engage”.

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      3. Select Suppliers to Engage

        • Check the boxes next to the supplier names you want to send data requests to.
        • A toolbar will appear at the top of the table.

      4. Open the Request Panel

        • Click the Send Requests button in the toolbar.

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        • A side panel will appear where you can customize your request details.

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      5. Customize Your Request

        • Select your Deadline (e.g., 4 to 10 weeks).
        • Review the Requested Data section to ensure the correct information is being requested.
        • Write a Request Message, or click on Use default copy to populate the field with your organization’s default request message. You can adjust the message for this individual request.

        Tip: To edit the default copy, see “Tailoring Your Supplier Engagement Emails”.

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      6. Assign Campaign Tags (Optional)

        • In the side panel, locate the Campaign Tags field.
        • Select one or more campaigns to assign these suppliers to. Doing so ensures that their progress and results will appear in the dashboards and analytics for each selected campaign.

      7. Send the Request

        • Once all details are confirmed, click Send in the bottom right corner.
        • Your suppliers will receive an email or notification with the request and deadlines.

      Conclusion

      You’ve successfully sent data requests to your suppliers. From here, you can monitor response rates and follow up if needed. Assigning campaign tags helps you measure outreach effectiveness and refine future engagement strategies.