Engage Event Field Standardization

Mat Tse

Feb 12, 2026

The Why: Consistency in use of fields in the Engage Event record supports effective management of the client experience, event quality, and likelihood of selection for region-wide distribution and marketing.

~30% of score.org LiveChat visitors have an issue with a chapter event or webinar

I can’t get into the event; I don’t have the zoom entry link
Where is the recording?
Where are the slides?; ...the checklist?....the template mentioned by the presenter?
I have a question about the event - who do I contact?
I thought that all the Score mentors and event registrations were free? Just want to make sure that is what the policy or rules are.
etc…..

The How: To best understand the following Engage Event field usage guidelines, we recommend first taking

Basic Event Management training on-demand recordings
followed by one of the monthly Event Management Mastery live events
- Recent recorded version

SCORE Event DRAFT Status: Minimum Field Standard[s]

Draft Event Field	Standard	Reason
Event Name	Preface Name with the event date in format mm-dd-yy	Used for content management of recorded version[s]; Client Experience; schedule conflict management
Start Time / End Time	Mandatory fields; ensure consistent with Event Name mm-dd-yy above	Used for scheduling / conflict management
Short Description	Avoid acronyms, eg “CPL”, “CTA”, “AOPD”	SCORE brand guide & displayed in Registration
Description / HTML	Include learning objectives If Non-Score presenter, include brief bio statement and/or link to their external bio Specify whether or not deck / handouts will be available to attendees Specify that virtual event will be recorded and available on score.org	Best Practice Client Experience Maximize chapter service credits Maximize effective event yield: live_attendees+recorded_views
Local Event Type	Ensure accuracy & consistency See Engage picklist below Exhibits	Roundtables / Networking / Forums / Awards Event Types are assumed to be Local Events
Training Topic & Business Stage	Check at least one of each consistent with Event Description	Region-wide topic planning
Entrepreneur Type & Industry	Leave blank unless it appears in the Description field please do not check them all	Region-wide topic planning
Resource Partner	[defaults to SCORE]
Using Federal Funds?	No, if the topic is about Non-Profits	SBA Compliance
Location Information / Address	Use only for In-Person otherwise leave blank	Blank means virtual / zoom Non-blank means In-Person & generates a Map pin drop on the score.org event listing
Event Contact Name	Name of a chapter person [do not leave blank] [33% YTD Events have no Contact Name]	Used by Region Committee / Admin if any questions about your chapter event; [also appears on Registration form if Clients have questions]
Sponsor	Leave blank unless there is a 3rd Party Local Sponsor No need to specify Score chapter [we already know its your chapter ;-]	Sponsored events are assumed to be Local Events
Co-Sponsor	Leave blank	Used by Region Committee & Admin to indicate Region or District Events
Fee	Yes / No	Fee events remain Local Events

For Publish Status: Minimum Field Standards

[responsibility of the originating chapter]

Publish Field	Standard	Reason
Image	Use relevant & licensed image from SCORE / Ecropolis library [28% of YTD Events had no Image]	Marketing; Brand standards; avoid Copyright Infringement; also used for CtCt campaigns
Survey Timing	1 Hour After Event [Note: sent after Event marked Completed]	Best Practice; NPS Survey now mandatory for Quality feedback
Display Event Contact Fields on Registration?	Best Practice: click it On [Only 22% of YTD Events have this On]	Client Experience & Customer Support
Contact Phone	Local Chapter # or National 800-634-0245 [46% YTD events - no phone contact info]	Client Experience; National Support Center; reduce local chapter admin burden; LiveChat support
Contact Email	Local Chapter email or National [email protected] [31% YTD events - no email contact info]	Client Experience; National Support Center; reduce local chapter admin burden; LiveChat support
Webinar Join URL	For zoom events - populated when EM clicks Create ZOOM Event* [88% YTD events - had no join link]	Used by LiveChat & National Support Center to help clients attend the event
“Non-SCORE Workshop Presenter” [hack to also include SCORE presenters]	Names of [all] Presenter[s], Host, & Panelists [83% of YTD events - blank]	Best Practice; Used by Region Admin to setup zoom event invites; cross-check with Presenters; and for post-event closed-loop quality reviews; also see ZOOM Best Practices below
Add [Volunteer] Workshop Presenter[s] to the Engage Event Record	Reuse for follow-on events; Ensures compliance with SCORE Presenter guidelines; Credits the Volunteer Presenter	Notifies Volunteer Presenter 24 Hours before the Event Event appears in volunteer’s Engage record in their Workshop Presenter section Used in closed-loop quality reviews
Add Files to Engage Event Record	Presentation Deck & any Handouts [preferably PDF format] [Optionally, can specify they be sent as links in the client confirmation email]	Can be sent with Event Confirmation email Used in converting Event website listing to a Recorded Event Resource on score.org; Used in Customer Support and in closed-loop quality reviews
* Quality Check	Click the Walk Me icon in Engage	Performs a Quality Check

Engage “Walk Me” Quality Check

For the Related ZOOM Event: Best Practices

Zoom Field	Best Practices	Reason
For Workshop Presenters [WP] & Hosts	Add them as Co-Host if they have a PRO Zoom account Or have them register to the event Or, EM can register a non-Score WP manually in the Zoom event	WP’s & Hosts will receive email notices from Zoom confirming/reminding date & time
Recording Events	Use Zoom’s LIvestream to YouTube feature	Automatic recording / archiving to YouTube for later use when converting Event to a Recorded Event listing on score.org