Audience: Event Managers
Introduction
The SCORE HQ Support Team will work with you to manage events that were created and managed in Constant Contact prior to your chapter’s transition to Engage. We will also continue to support your chapters in importing event attendees in Engage for up to 3 months after your go-live date.
In addition, we also support chapters that are conducting events with partners who handle the registrations via the partner’s registration system. As long as these events satisfy the definition of workshops and webinars per the SCORE Operating Manual (SOM). To review that information in more detail, see below.
All workshops and webinars must be conducted live.
What does NOT constitute as a workshop.
Importing the workshop attendance from outside of Engage is a process that involves the chapter and the Support Team work closely to ensure data integrity and accurate reporting. Submitting an attendance report with all the required information about the event and its attendees will allow the Support Team to complete this process more efficiently.
Table of Contents
- Template to Use
- Process Overview
- Avoid Duplicate Efforts
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Template
The import process starts from gathering the information from the chapter. Please make sure to send the ATTENDANCE report only. The attendance report should contain the following fields:
- First Name
- Last Name
- Email Address
- Phone Number (numbers only, no special characters or spaces)
- Zip Code (5 digits)
You can use the template provided here or you can submit your own.
When your event attendance report is ready, please send it to engage@score.org with the Subject: Attendance for <Webinar Name and Date>
Import Process Overview
When the Support Team receives your email to request for the attendance to be imported to Engage, you should receive a receipt email.
The Support Team has a dedicated group of individuals handling the data entry for importing the attendance to Engage. They check for errors and validate the attendance report submitted by the chapter. If they need additional information from your chapter, they will immediately contact the person who sent the attendance report. During this stage of the process, your event will remain in DRAFT status.
After validating the information sent, it will be uploaded. Data uploads take place every Thursday. Any attendee lists received by the Support Team Monday through Wednesday by 2PM ET will be included in that week’s upload. Any attendee lists received after 2PM ET Wednesdays will be a part of next week’s upload.
The Support Team will review the data to ensure all of the info that was sent was successfully uploaded and they will communicate back to the sender that the registrations have been imported to their event record. Once we confirm the attendees have been uploaded we update the event to COMPLETED.
Avoid Duplicate Efforts
To avoid duplication of effort by your chapter and the Support Team in uploading the attendance to your events, please note the following:
- Coordinate at the chapter level to ensure only one individual from your chapter is submitting the attendance report to the Support Team.
- Only send the list of event attendees once your chapter has confirmed that the list is complete and accurate.
- DO NOT EDIT the event especially the registrations section if you’ve already submitted a ticket/an email to the Support Team. This creates several extra steps involving data clean-up that slows our ability to quickly assist you.
- Send us an email right away if anything in the attendance report or the event details has changed.
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