Enhancing Educational Opportunities at Live Events Laura Powell | Sr. Manager of Customer Success Quentin Bosman | Sr. Customer Success Manager
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Enhancing Educational Opportunities at Live EventsLaura Powell | Sr. Manager of Customer Success
Quentin Bosman | Sr. Customer Success Manager
AGENDA▪ Defining the goal▪ Features▪ Which data to use▪ Actionable data examples
DEFINING THE GOAL
Define the Goal
Education
▪ Basic Definition- I want my attendees to learn- I want to know how much they are learning
What Does This Mean?
▪ Desired results of achieving the goal at your event- Internal
▪ I want my employees to be ramped and ready for the job (Training or Seminar)▪ I want my employees to be aligned with our company vision (SKO)
- External▪ I want my customers or prospects to have a greater knowledge and connection with what our
product can do (User Conference)▪ I want my customers or prospects to become inspired by how powerful our product has been
for others (Roadshow)
▪ Question: What does this goal mean to you?
Key Themes for Education to be Effective
▪ To achieve this, we think there are 3 components
▪ Attendance, interaction, alignment
▪ Starts at passive to the most interactive
Session Scanning
Session poll
Session Channel
Attendance
Interaction
Alignment
FEATURE USE CASES
AND BEST PRACTICES
Attendance
Session Scanning
Use case: track who really
attends
Compare to My Agenda adds
Session scanning in the app
Interaction
Session poll
Use case: engage the audience
with your session content
Boosts app adoption
Leverage the moderator
Timing is key
Poll in your app
Alignment
Session channel
Use case: specific channel for session
content discussion
Encourages direct interaction
Start them off with a question
Start discussions early
What does education mean to you?
WHICH DATA TO USE AND
EXAMPLES OF HOW TO USE IT
External Events Recommendation
▪ Send a one pager, session collateral, presentation notes- Use list of attendees scanned
▪ Send a qualified leads list to Sales and Marketing- Combo: Answered poll + attended session +
viewed a related section in the app
▪ Add verbatims from session channels to CRM records as a tool for sales and marketing - Session channel engagement
Attendance
Interaction
Alignment
Internal Event Recommendation
▪ Confirm attendance at required sessions for onboarding objectives- Cross reference other sessions scanned
into/ follow up for no-show- Combo: Added session to agenda +
weren’t scanned in▪ Follow up with resources for poll
(could be based on answer given)▪ Recognize highly engaged individuals /
suggest for a special project- Combo: Scanned + took the poll +
engaged in channel
Attendance
Interaction
Alignment
Try This Out!
Follow this framework at you next event to show how you can influence achieving the goal of education.
Question: Can you think of examples of how to use this framework?
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