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