Targeted Email Guide

LIAISON REQUEST IS MADE: The Tech Liaison, following an appropriate Guidance Doc they are trained to use, completes a request form. The Liaison gets a copy of their request in their email. This submission is added to our requests sheet and merges to a Work Order Doc located in our Email Requests folder.

TRAINEE IS CONTACTED: The  techvol@350mass.org dispatcher shares the Work Order with the next "Trainee on rotation" messaging in Slack and email that it is their turn and this is the task.  Liaison contact info and deadline is on the Work Order. 

TRAINEE ACCEPTS REQUEST: Trainee acknowledges and accepts the task, look over Work Order and emails the Liaison to introduce themselves as the Trainee for this task, along with any clarification questions, e.g. about the selection of targets and how many are expected.

TRAINEE DRAFTS THE EMAIL: Within a few days, the Trainee logs into NationBuilder and performs the operations listed in Task Outline.  After they perform the filter and get a number of targeted contacts, check if this matches the expected number.  

TRAINEE SENDS DRAFT: Sent to specified testers in the Work Order, get feedback, wait for the green light from the chief reviewer (if not Liaison). 

TRAINEE SENDS EMAIL: When the specified chief reviewer gives the green light, the Trainee sends out the email, and circles back to the liaison about it. 

TRAINEE & LIAISON DO QUALITY ASSURANCE: Trainee makes a date with the liaison to look at email statistics later.