Cadence Details and Management

Cadence Details

Cadence Time Period 

You can view the cadence dates on the main cadence dashboard and in each individual cadence page.

In an individual cadence page, you can see the dates again and the total number of days remaining.

Total Expected

You can enter the total number of facilities on your list to keep track of all facilities that are not yet on the platform.

View Progress

The Progress of Accounts bar chart displays a count of accounts per module status in your cadence. The count is shown above each status bar. The percentage is calculated from the total number of expected accounts, which is a manual input (box appears above this chart). If no value has been entered in the total expected box, then the percentage is calculated from the total number of accounts that have been successfully added to this cadence.

Click Save Image to export an image file for this bar chart.

The Conversion of Accounts funnel chart shows the flow of account conversion through the various adoption stages, starting from account adoption into cadence through each module status, all the way through to finalized module verification. The data in light green bars to the right of the main funnel show how many accounts have not yet reached that adoption stage. The goal is to have wide bars at every level of the funnel by the end of the adoption cycle. This would indicate a greater number of accounts have completed the module.

Tip: Use the filters in the table below the charts to narrow the data displayed in the bar and funnel charts.

Account List View

At the bottom of your Cadence Details page, you will find a list view of the accounts in your cadence.

You can customize the table layout, by hiding/unhiding specific fields (columns). Click the “Customize table layout” to view the menu of table fields available to display. An open eye icon indicates a visible table field. Clicking an eye icon will immediately remove the field from the table.  The default view is that all table fields are visible. 

You can save and label table views. 

Once you save a view, you can select it at any time later. Once selected, only the visible fields you saved in that view will display.

Cadence Management

Account Table Actions

Filters are available for some of the account table fields.  Use these filters to find specific accounts within your adoption cadence population.

Batch select options are available. 

When you apply filters to the list in this table, the charts (bar and funnel) above change to reflect the filtered dataset. 

Remove Accounts from Cadence

When you’ve selected at least one account from the list, you can then click on the Actions button.  The list of available actions for your account selection are “Remove from Cadence” and Move to another cadence”.

Choose the action and click Apply. A message will pop up asking you to confirm the action.

You will receive a confirmation of successful removal, at the top of this page. 

Move to Another Cadence

If you have created multiple cadences, you can move accounts to other cadences for the same module type/year (i.e. move accounts from one Higg FEM 2020 cadence to another HiggFEM 2020 cadence). Note: You CANNOT move facilities from an FEM 2020 to an FEM 2021 cadence, not from an FEM cadence to an FSLM cadence.

Make your account selection, choose the appropriate action, and click Apply.

A message will pop up asking you to choose a cadence from a list. 

Choose the cadence and click Continue. 

After reviewing the details of your move selection, confirm the action by clicking “Move to cadence and finish”. 

Export Dataset

There are multiple different ways to export the data from your adoption cadences. The CSV export file contains a list of account names, their Higg IDs, owner/admin account user emails, module, module type, module completion status, module share status, module progress percentage, and verification information. One way to export this CSV file is by clicking the Export Dataset button on the top left of your cadence account list view.

Another way to export the cadence data is from the Cadence Overview page on your adoption tool dashboard. Select the grey download button to download a CSV file of all the active cadences in the overview table (in one file).  To export cadence data for a single cadence, select the cadence using the checkbox and click the blue download button.

Edit Cadence Details

To edit a custom cadence, you can click the title or the calendar icon next to the start and end dates.

Enable Automated Emails

This feature enables automated reminder emails to be sent to cadence members, specifically based on their module status and time since last module status change. These automated emails separate from the general set of adoption emails, and have been designed to nurture cadence members through the assessment completion process, as they progress from acquiring the module to posting and verifying it. The targeted messaging is intended to encourage and support accounts, as they perform the necessary activities required to complete each module. Email recipients consist of Higg users that are identified as either an “owner” or an “admin” for each account.

On/Off Toggle

Automated emails can be enabled and disabled at any time,  with the use of a toggle at the top right corner of each cadence page, accessible to all account users.  The default for every cadence is set to Enabled and will display blue when toggled on.

To disable automated emails, simply click the toggle so that it moves left and changes to grey rather blue.  Once toggled off, accounts in that cadence will no longer receive emails pertaining to the module assigned to that cadence. Alternatively you can use the checkboxes per cadence on the Adoption Overview table.

Automated Emails: FAQs

1. Can the automated emails be customized?
No, these platform emails cannot be customized. But automated emails contain fields that are dynamically filled according to the cadence details, some of which are available to customize at the cadence level.  Such dynamically-populated fields include module type (i.e. Higg FEM 2019), cadence end date, and Higg account names.  

Any time-based emails that contain completion deadline information, will pull the end date that has been set for the cadence. For example, if you had set up a custom cadence with an end date of March 31, 2021, this date will appear as the deadline in all automated communications for this cadence.  

2. If my facilities are in other users cadences, will they receive emails from them as well?
No, facilities only receive one set of automated emails. The default rule is to send emails only for the cadence with the earliest earliest cadence end date. 

3. What do “time-based emails” refer to?
Time-based emails are communications that are triggered at key moments in the adoption cycle to help users advance in their journey. An example of a time-based trigger is elapsed time (i.e. 5 days from purchase date, or 14 days away from cadence end date).

Contact your Customer Success manager for more information on triggers and messages.

Services (Expanded, Advanced, Custom)

List Loading Service

Expanded: The Expanded Service Plan enables a one-time list upload service provided by Higg. Your Higg Customer Success Manager (CSM) will provide you with a special list template to fill out for each cadence.  Once you’ve filled out the teampate, your Higg CSM will set up your cadences and upload the lists for your account.  Higg will then evaluate account matches one time and add direct matches to the appropriate cadences on your behalf.  and provide you with the results.

Ongoing List Management & Cadence Support (Advanced, Custom)

With the Advanced or Custom Service Plan, Higg partners with you throughout the adoption cycle to:

  • Set up and manage the cadences on your account’s  Higg Adoption Tool dashboard, adding and removing accounts as needed throughout the year.
  • Manage off-platform adoption-related information (i.e. vendor/supplier/sourcing agent relationships and contact information).
  • Engage directly with your value chain partners vie email re: Higg requirements and support.
  • Provide additional off-platform snapshot reports.

Advanced Account Matching (Advanced, Custom)

Higg provides an advanced level of ongoing account matching services, by regularly running your list (bulk list upload) and also by manually conducting frequent individual company name searches from entities on your adoption list. This ongoing service enables your team to track the most up-to-date account information and module status per account in your adoption list. This process helps to ensure we match newly created accounts (first-time Higg Index users that may not have a Higg Account ID at first) throughout the adoption cycle.  Your CSM will run the list on a biweekly basis searching for new account matches, until 100% of companies in your offline list are represented on platform (have each been associated with an active Higg Account ID, and have successfully been added to one of your adoption cadences).