These activities are executed by SCORE's Regional Administrative Teams.
Overall organization:
- Lists based on “Role” (volunteers, clients, donors, partners) and “Source” (website opt-ins, national/chapter leads).
- Three standard Segments for each chapter: (1) Client-Like People; (2) Volunteers; and (3) Client-Like People and Volunteers. Additional segments or tags will be created as needed.
- All Contacts include data fields to identify chapter and district affiliation. This allows us to select an email campaign’s audience based on location through segmentation.
New Clients, National & Chapter Leads and Volunteers
- Weekly (Mondays) update the database using BIRT reports
- Include the chapter’s name and number and district number for each new contact
Workshop Attendees
- At conclusion of each event, added to the appropriate CC list with chapter name, number and district number.
- Engage-created lists for Regional events (most events); Export from Chapter Engage for Local events
Opt-Ins (sign-up form from website)
- Re-point the sign-up form from each chapter’s website to the regional CC account.
- Opt-ins will be assigned to a chapter based on zip code and, as of now, a generic welcome email will be sent.
Lists will be cleansed on a regular basis
- Weekly for bounces
- Re-engagement campaign every six months
Email Campaigns Using the Regional Constant Contact Account
Email Timing / Frequency
- Best practice - No more than 2-3 email campaigns to any one person per week.
- The regional event email campaign will go out on Mondays or Tuesdays.
- Local campaigns (and re-sends) will be scheduled around the regional email’s send date and time
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