Review of SCORE's Sign-Up Process

April 8th, 2009

Yesterday I was going through a list of newsletters that I am not yet a member of and noticed that the small business resource group SCORE was one of them. After going to their site to opt-in, I noticed several good and bad things going on with their process. Let’s walk through it. (Images below)

Step 1. On their home page, there is a link in the upper left for ‘Get eNewsletters’ – Points for having this above the fold, but negative points for not having the option to fill in my address right there and submit. Every additional page I have to go to is another opportunity for me to leave and not complete the process. Get my most basic info (email address) right away while I’m interested and then ask for more information.

Step 2. After clicking that link I get to a page with a few options. First they give the option to view a sample of their newsletter. Major points here – it’s a good idea to give a preview of what a subscriber is going to receive. Set expectations from the beginning and you’ll start the relationship on a good note. Major points were also deducted on this page, as it asked me again to follow a link to sign up. I already said I wanted to sign up on the home page, why must I go to a 3rd page just to enter my email address? This is a major flaw. If they must go to this 2nd page, put the actual opt-in field here, in addition to the ‘preview’ link.

Step 3. Finally on the 3rd page they ask for my email address.

Step 4. On the 4th page (yes, 4 clicks and counting to sign up for the newsletter) They are asking for a lot more information, but it’s unclear if I have been signed up already. I thought that’s what I did on the previous page. But with no welcome email, I continue on. On this page they ask me to confirm my email, plus make First Name, Last Name, City, State and Zip required fields. Additionally, they have a security check for input of text from an image. For the contact info, that’s great that they are collecting it as it will be useful for segmentation and personalization later, but why make it required? It’s a nice to have, not a must have. For the email confirmation, why not have that on the previous page, or just have a double opt-in (where I must confirm by clicking a link in an email)? They do give me newsletter options, so are on the right track of an email preference center, but are way off on so many other elements.

Step 5. Finally on the 5th page I get a confirmation and the shortly after I receive a welcome email.

This 5 page process could have been reduced to 2 or 3 pages. On the home page they could have had a quick opt-in field and then taken me to a 2nd page to put in more personalization info (after I was already in the system and about to receive a confirmed or double opt-in email).

If they didn’t want to mess with the home page, they could have left the link as it was there, and then on the 2nd page had the opt-in form with a preview image on that page of their newsletter. On a 3rd page they could offer more personalization options.

I’d be very curious what their sign-up conversion rate is, from start to finish. While they are making efforts to implement some sound best practices for list acquisition, SCORE is dropping the ball with some red flag mistakes.

Screen Grabs from the process (click image to enlarge):

Home Page

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Page 2

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Page 3

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Page 4

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Royal Screw up from UC San Diego

April 1st, 2009

Oops! UCSD Sends Acceptance Email to Wrong List!

Originally Posted: http://www.nbcsandiego.com/news/local/Youre-Out-Youre-In-No-Youre-Out.html?yhp=1

Article In a Nutshell:

  • About 17,000 student were offered admission for the fall
  • 29,000 were not accepted
  • Acceptance email was sent to all 46,377 students who applied for admission — including the 29,000 rejects — welcoming them to the campus.
  • Almost two hours after the first note went out, a second e-mail was sent, apologizing to 28,889 freshmen applicants for the mistake.

When I see an article on the front page of Yahoo that deals with email marketing, I get excited. This was most notable during the general election with commentary on the effect of President Obama’s email list.

Today’s front page article had an eye catching preview: UC San Diego sends a warm welcome email … to the wrong list of students.

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Come on now. We’re not talking about a complex segment here. We have Group A: Accepted Applicants and Group B: Unaccepted Applicants. This task does not need an email marketing expert, but shows how even simple mistakes can happen to large companies.

I’ve seen blunders from top retailers, sending a test message to a live group, leaving personalization tags in a subject line, typos in body copy, and even sending to the wrong list. But the outcome in most of those cases is rather minimal. There may be a few opt-outs or confused customers, but most will forget about it and move on (providing it is not a constant mistake).

In the case of UCSD, the fallout from a simple mistake is more devastating. On one end, you’re dealing with anxious email recipients that are now frustrated, confused, and possibly hurt. I bet the open rate on that email broke records. On another end though, the sloppy mistake gets the school national attention (and likely a lot of angry phone calls).

Fortunately they caught it relatively quickly and issued an apology statement. Think about the outcome if this was not caught for several weeks, students pass on other schools, make plans etc.

Outside of the intensity of this mistake, mistakes do happen. I have not met one email marketer that has never made a blunder. You need to learn from this and make sure it doesn’t happen again. Review your deployment process. Review your segmentation methods. If you have a very sensitive email like this, you must have more than one eye on the campaign before deploying. I would be surprised if an organization like UCSD didn’t have a fairly lengthy approval process for blast emails. But something obviously went wrong.

This definitely makes it into my red flag mistakes category.

- Forest Bronzan

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