Supplier Engagement Tracking
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      1. Emitwise Academy
      2. Procurewise Academy
      3. Supplier Engagement Tracking

      Track and analyze supplier response rates

      This guide explains how to view your suppliers’ engagement and response status.

      Introduction

      This guide explains how to view your suppliers’ engagement and response status. By monitoring these rates, you can identify gaps, optimize communication, and drive better results.

      Step-by-Step Guide

      1. Go to the Engagement Tab

        • Go to Collect / Supplier Data and switch to the the Engagement tab.

      2. Select a Campaign

        • Use the Campaigns dropdown at the top to choose a specific campaign.
        • If you want to see all suppliers, pick All Campaigns from the dropdown.

      3. Explore the Engagement Funnel Visualization

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        • Review the funnel chart to see where suppliers stand (Not Engaged, Engaged, Opted Out, Responded, Registered, Submitted, etc.).
        • Hover over each stage to see a detailed count and percentage.
        • Use the action buttons (top-right of the chart) to Download CSV, View Full Screen, or Export as Image.

      4. Review the Suppliers Table

        • Below the funnel, find a table listing each supplier’s current stage, days at that stage, owners, and any recommended actions.
        • Click View Contacts to see or edit supplier contact details.

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      5. Use Filters to Focus on Specific Suppliers

        • Above the Suppliers table, there’s a Filter button to narrow down the view by data submission type, engagement stage, and point of contact status.
        • The funnel visualisation updates to reflect your filtered selection.

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      6. Identify Next Steps

        • Look for suppliers who are stuck. Use recommended actions or add new contacts to help them progress.

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      Funnel stages explained

      • Not Engaged
        • The system could not deliver an email to any contact, often because the email bounced or is invalid.
        • Adding or updating contacts is critical here to enable future engagement.
      • Engaged
        • An email was successfully delivered to at least one contact.
        • The supplier is now aware of the request but may not have responded yet.
      • Opted Out
        • The supplier has indicated they’re unwilling or unable to respond.
        • Consider following up with alternate contacts or exploring other avenues to secure the data.
      • Responded
        • The supplier has actively replied to at least one message.
        • At this stage, there’s a back-and-forth conversation in progress.
      • Registered
        • The supplier has claimed their Emitwise profile.
        • They are now poised to submit data.
      • Submitted
        • The supplier has submitted at least some of the requested data (e.g., emissions data).
        • Depending on your campaign goals, you may still need to nudge for additional data to be submitted.
      • Data Quality Checks
        • The data provided has entered our quality-checking process.
        • If data fails quality checks, the supplier may need to correct or resubmit their information.

      Table columns explained

      • Current Engagement Stage

        Shows where the supplier is in the engagement process (e.g., Not Engaged, Engaged, Opted Out, Registered, Submitted).

      • Days at Current Stage

        Indicates how many days the supplier has been in their present stage. A high number here may signal that it’s time to follow up.

      • Submission

        Provides a quick view of whether the supplier has submitted any relevant data, and if so, which type of data.

      • Last Message

        Shows the date of the most recent email or communication the system sent to the supplier.

      • Contacts

        Lists how many contacts you have on file for that supplier. If this is zero or low, adding more contacts may improve engagement.

      • Point of contact status

        Indicates whether there is at least one verified or responsive contact for the supplier. If no contact is confirmed, the supplier is less likely to respond.

      • Recommended Action

        Suggests an action (e.g., “Add New Contacts,” “Nudge Supplier”) that can help move the supplier to the next stage.

      • Owners

        Displays the person or people in your organization responsible for managing this supplier’s engagement. Owners receive relevant notifications and updates.

      • Custom Fields

        Any extra fields unique to your organization’s setup (e.g., Region, Category, Tier). These can be used for filtering or reporting.

      Common Issues/Tips

      • Bounced Emails: If a supplier is labeled “Not Engaged,” it may mean emails are bouncing. Updating contacts can help.
      • Filter By Campaign: Forgetting to switch campaigns can cause confusion about which suppliers you’re reviewing.

      Conclusion

      You now know how to track your suppliers’ progress in real time. Up next, learn how to leverage recommended actions to increase engagement and response rates.