Eight elements make up a complete enterprise email program. This audit asks how each one actually runs at your credit union, no self-ratings, and shows you where the program is a system and where it's still a calendar.
Your result
0/ 20
Account-triggered activities
Website-visit-triggered activities
Milestone programs
Segmentation
Newsletters
Promotion campaigns
Product campaigns
Deliverability management
Where to start
What the top level produces: one credit union grew application starts originating from Enterprise Email from an average of 53 a month to 331. See how we run it →
Scoring note: the two triggered elements count double, because they're the difference between a calendar and a system. This is a self-reported snapshot, not an audit of your sending data. The conversation is where it gets specific.
