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© 2014 Diana Langston www.langstonstrategies.com CREATING A UNIFIED CONTENT EXPERIENCE IN A THRIVING CUSTOMER SUPPORT COMMUNITY Diana Langston

Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

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Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

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Page 1: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

CREATING A UNIFIED CONTENT EXPERIENCE IN A THRIVING CUSTOMER SUPPORT COMMUNITY

Diana Langston

Page 2: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

About me

Diana Langston Director of Content Strategy & User Engagement at Extole Extole helps marketers acquire new customers at scale by rewarding their existing customers. We are the leading referral marketing platform used by retail, financial services, and subscription brands.

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Page 3: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Contact info d l

Page 4: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

There is a direct relationship between the experience you provide and customer success. This experience shapes

how customers perceive and identify with your brand.

Page 5: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

One  Company  

One  Team  

One  Experience  

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© 2014 Diana Langston www.langstonstrategies.com

§ ONE TEAM – How you can come together across the org

to craft the perception of your company and brand and set your customers up for success through a unified content experience

§ ONE EXPERIENCE – How to provide an exceptional content

experience in a community environment that encourages ongoing, long term engagement

Today, we’ll focus on building

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© 2014 Diana Langston www.langstonstrategies.com

ONE TEAM Shaping a Unified Content Experience Together

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© 2014 Diana Langston www.langstonstrategies.com

You can’t deliver a unified content experience if you aren’t working

together as one team.

Page 9: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

One Team Means… § You depend on one another § You support each other and want team members

to succeed § Everyone has a voice, brings ideas to the table,

and is listened to § Everyone is responsible and accountable for their

role in the team § You trust each other to fulfill your role § You celebrate successes and learn from failures

together § You work together to build one outcome, one

experience

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© 2014 Diana Langston www.langstonstrategies.com

Product  Content  

Product  Management/

UX  

Client  Services/

Enablement  

Customer  Support  

Product  Marke@ng/Corporate  Marke@ng  

Sales/  Account  

Management  

Engineering  

Educa@on  

Community  

Page 11: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

3 Steps to Unifying the Content Experience

• Define  the  Customer  Journey  and  how  content  can  support  it  

The  Journey  You  Build  

• Develop  the  “Story”  that  resonates  throughout  content  types  

The  Story    You  Tell  

• Create  a  community  stakeholder  team  that  is  commiLed  to  delivering  an  experience  that  supports  the  journey  

The  Experience    You  Deliver  

Page 12: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

THE JOURNEY YOU BUILD Define the customer journey and how content can support it

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© 2014 Diana Langston www.langstonstrategies.com

The content a customer encounters along their journey is an integral part of

their success and user experience.

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© 2014 Diana Langston www.langstonstrategies.com

Don’t leave it to users to put the pieces together

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© 2014 Diana Langston www.langstonstrategies.com

Chart out the journey as a team and unify the experience for your customers.

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© 2014 Diana Langston www.langstonstrategies.com

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© 2014 Diana Langston www.langstonstrategies.com

Example Journey Team § Product Content

§ Product Management

§ Client Services

§ Account Management

§ Customer Support

§ Customer Success

§ Education

§ Community

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© 2014 Diana Langston www.langstonstrategies.com

What is it now? § Map out the current journey

§ Who do customers interact with and when

§ What type of content does a customer experience

–  Who owns creation and delivery of that content

–  What are they being informed of in that content

–  How do they access and find that content

§ How are they being guided through their current journey

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© 2014 Diana Langston www.langstonstrategies.com

What should it be? § Map out the desired journey

§ Define how they are guided through the journey

§ Who do customers interact with and when

§ What type of content does a customer experience

–  Who owns creation and delivery of that content

–  What are they being informed of in that content

–  How do they access and find that content

Page 20: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

THE STORY YOU TELL Develop the “story” that resonates throughout content types

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© 2014 Diana Langston www.langstonstrategies.com

Why Story is Important

§ Multiple teams across your organization shape how customers perceive and identify with your brand by the story they tell.

§  Unfortunately, they are probably not telling the same story.

§  It’s time to get everyone on the same page.

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© 2014 Diana Langston www.langstonstrategies.com

Craft stories that resonate with internal teams, relate to your customers, and drive engagement.

 

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© 2014 Diana Langston www.langstonstrategies.com

Story Team Responsibilities

§ Develop an engaging, tested narrative internal teams stand behind – Craft the main stories and detailed messaging

§  Test stories, ensure feedback is brought back to the story team, and adjust messaging prior to rollout

§ Educate all internal teams on proper messaging to ensure it is adopted and resonates throughout the customer lifecycle

§   Content plan roll-out.

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© 2014 Diana Langston www.langstonstrategies.com

Story  

Product  Content  

Educa@on  

Client  Services  Community  

Marke@ng  

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© 2014 Diana Langston www.langstonstrategies.com

Example Story Team

§ Product Content

§ Product Management

§ Education

§ Community

§ UX

§ Product Marketing

§ Corporate Marketing

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© 2014 Diana Langston www.langstonstrategies.com

THE EXPERIENCE YOU DELIVER

Create a community stakeholder team that is committed to delivering an experience that supports the journey and your business objectives

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© 2014 Diana Langston www.langstonstrategies.com

Ensuring you have the right content for your users is not only critical but serves as a foundational

component of your community.

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© 2014 Diana Langston www.langstonstrategies.com

Customer Community Stakeholders

§ Community Manager

§ Product Content

§ Education

§ Customer Support

§ Product Management

§ UX

§ Marketing

**Executive sponsorship is critical**

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© 2014 Diana Langston www.langstonstrategies.com

Clear Content Ownership

§ Content Owners § Content Moderators § High-level Calendaring

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© 2014 Diana Langston www.langstonstrategies.com

ONE EXPERIENCE

Delivering an Integrated Content Experience in Your Customer Community

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© 2014 Diana Langston www.langstonstrategies.com

"High quality product content is why customers come to a support portal. A successful community leverages a great content foundation to make customers so successful, they come back to share their experiences. I require products I work with to have a tight integration with product information and the support community. "            

Paul Reeves Co-Founder, BetterWorks A well funded, Palo Alto startup defining the future of work.

 

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© 2014 Diana Langston www.langstonstrategies.com

3 Steps to Integrating Content & Community

•  Define  your  Business  Goal  and  Key  Performance  Indicators  (KPIs)  

Business  Goals  

•  Align  content  and  business  goals;  develop  and  implement  the  best  solu@on  based  on  user  and  internal  team  needs  

Content  Goals  &  Integra@on  

•  Engage  users  with  content  to  help  achieve  your  business  goals  

User  Engagement  

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© 2014 Diana Langston www.langstonstrategies.com

Community Showcase

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© 2014 Diana Langston www.langstonstrategies.com

BUSINESS GOALS Determine your business goal and KPIs

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© 2014 Diana Langston www.langstonstrategies.com

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© 2014 Diana Langston www.langstonstrategies.com

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© 2014 Diana Langston www.langstonstrategies.com

Community Goals

§ Engagement –  Customers –  Prospects

§ Customer Support –  Deflect Support Calls/

Reduce Costs –  Expert Interaction

§ Customer Success –  Satisfaction –  Loyalty –  Advocacy –  Retention

§ Customer Education –  Onboarding –  Ongoing Learning –  Q&A

§  Identify Cross-Sell/Upsell Opportunities –  Influence Revenue –  Renewal Rate Impact

§ SEO Benefit § Thought Leadership

Page 38: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Page 39: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Page 40: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Example Metrics

§  Level of Engagement –  90/10 rule - 90% of users log in, look around, and consume

information while 10% is highly engaged by asking questions, submitting ideas, etc.

§ Ongoing Engagement & Retention –  Chosen behavior measured month over month (e.g.,

logins, articles read, videos watched, etc.)

§  Self-Sufficiency Ratio –  Number of content views vs. number of support tickets filed

§  Impact on Renewal Rates –  Monitor customer engagement and renewals; measure

high/low level of engagement and impact on renewals

Page 41: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Measure the value of the content you generate by tying it to a clear business objective.  

Page 42: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Tie product content to a deflection in support costs, ongoing engagement, and an increase in renewal rates.  

Page 43: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

CONTENT GOALS & INTEGRATION Align content goals with the business, the community & the journey

Page 44: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Relevant  to  the  Customer’s  Journey  

Story  Remains  Consistent  

Measurable  &  Supports  Business  Objec@ves  

Page 45: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Community Content Types

§ Discussion Forums (Q&A) § Ideas § User Generated Tips & Tricks § Blog/News § Product Documentation/Help Articles § API Documentation § Videos § Training

Page 46: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Map each content goal to a specific, measurable business objective.  

Page 47: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

User Benefits of Unifying Content & Community •  Unified User Experience Between Product & Community

•  One Place to Guide Them Through Their Customer Journey

•  Consistent Story and Messaging

•  Access to Peers & Internal Experts in One Location

•  Search Across Content Types

•  Faceted Search and Filtering Across Content Types or Federated Search Across Platforms

•  Variety of Learning Resources to Cater to Different Users

•  Trusted and User Generated Content in One Location

Page 48: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Content Team Benefits

§ Content goals are aligned with larger business objectives

§ Ability to tie content to revenue and savings

§ Gain visibility and prove value across the org

§ Direct interaction with customers § Deliver a valuable, interactive user

experience

Page 49: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Integration Options

Community  PlaXorm  

Use  the  Built-­‐in  CMS  to    Author  &  Deliver  Content  

(Small  Business)  

Build  an  Integra@on  Engine  between  Authoring  Tools  and  Community  PlaXorm    (Medium  to  Enterprise)  

Best  in  Breed  Solu@ons  

Build  a  UI,  Search,  &  Analy@cs  Framework  around  Best  in  

Breed  Solu@ons  that  Delivers  a  Seamless  Experience  for  Users  and  a  Measureable  Experience  

for  Internal  Teams  (Medium  to  Enterprise)  

Page 50: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

USER ENGAGEMENT The role gamification can play in reaching your business goals

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© 2014 Diana Langston www.langstonstrategies.com

Gamification, done right, can be the heartbeat of your community,

motivating users to participate, engage, and return.

Page 52: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

What is gamification?

Gamification is the use of game techniques in a non-game experience and is most often used to increase customer and/or employee engagement and loyalty.

According to Gartner Research, over 70% of Global 2000 businesses will

employ gamification techniques by the end of 2014.

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© 2014 Diana Langston www.langstonstrategies.com

Gamification objectives

§ Gamification drives continuous action by using game techniques to harness user motivations. The objectives of gamification are:

–  Adoption: The motivation & trigger to participate

–  Activity: The motivation & trigger to do more

–  Retention: The motivation & trigger to come back

Page 54: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Motivational methods

§  The following motivational methods are borrowed from game mechanics and help create a story of growth for your users: –  Learning

–  Overcoming challenges

–  Making social connections

–  Building/finding order

–  Obtaining extrinsic rewards

Page 55: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Before you gamify…

§ Ensure you have relevant content already in place

that can help answer customer questions.

§ Have a strong strategy in place to get users to the

community and make it easy to navigate around

and find the information they need.

§ Map out the KPIs out want to achieve and then

target the behaviors you want to motivate in order

to reach each KPI.

Page 56: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Ways to gamify content

*Image  from  Bunchball  

Page 57: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Player Profile & Showcase

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© 2014 Diana Langston www.langstonstrategies.com

Gamification Success Story §  First week = tripled user engagement, meaning users

logged in and performed a desired behavior, such as answering a question or contributing an idea.

§  First year = doubled their long-term engagements, had a positive impact on customer renewal rates, and benefited from a steep incline in loyal customers and brand advocates.

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© 2014 Diana Langston www.langstonstrategies.com

COMMUNITY SHOWCASE

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© 2014 Diana Langston www.langstonstrategies.com

The Optiverse

“It’s imperative when trying to grow momentum in your community that support, product documentation and resources are in the same place. Users will then start to realize that they can always find the answer to their question in the community, regardless the author.”

Heather Watkins Director of Customer Marketing Optimizely – A/B testing you’ll actually use

 

Page 61: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

[email protected]  

Page 62: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

The Optiverse

§  Lithium –  Community Features

§  Zendesk –  Content Produced by

Education Team –  Support Functionality

§  Apache Solr –  Unified Search Across

Platforms and Content Types §  Qualaroo

–  Survey Tool

Page 63: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Optiverse Content Goals

§ Deliver a complete product ecosystem

§ Create a competitive advantage by delivering a valuable, sticky community

§  Provide users with the education resources they need regardless of type

§ Generate thought leaders and leadership pieces

§  SEO benefit by having user generated and trusted content created in a public community

§ Ability to build marketing and customer education campaigns around community content

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© 2014 Diana Langston www.langstonstrategies.com

Zendesk “If there’s no activity in your support portal, then customers will not come back and therefore the community does not grow. So you’ve got to seed the activity by attracting customers to your support portal and interacting with them and answering their questions so that they’re successful using your product. You build momentum and then customers begin to contribute by answering other customers questions. Once this happens, you’re on your way.”

Anton de Young Director of Customer Education & Community Zendesk is software for better customer service

 

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© 2014 Diana Langston www.langstonstrategies.com

Zendesk Support Community

support.zendesk.com  

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© 2014 Diana Langston www.langstonstrategies.com

Zendesk Community Evolution

Ar@cles  Created  by  Documenta@on  

Team  and  Open  to  Comments  

Support  Community  Manager  

Product  Knowledge  &  

Ar@cle  Modera@on  

Documenta@on  Community  Manager  

Long  Term  Community  &  

Content  Strategy  

Community  Moderator  Program  

16-­‐20  Volunteer  Moderators  Who  Answer  Ques@ons  and  Create  Their  Tips  &  Tricks  

Page 67: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Community Management

Support  Community  Manager  

Customer  advocate  

In-­‐depth  product  knowledge  

Monitor  comments  &  provide  answers  

Documenta@on  Community  Manager  

Long  term  community  strategy  

Customer  par@cipa@on  &  engagement  

Company  generated  content  

Community  moderator  program  

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© 2014 Diana Langston www.langstonstrategies.com

Customer Education & Community Team

Customer  Training  

Community  

Documenta@on  

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© 2014 Diana Langston www.langstonstrategies.com

Self-sufficiency ratio

#  content  views:#  of  support  @ckets  

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© 2014 Diana Langston www.langstonstrategies.com

Marketo “Marketo isn’t just software. The minute you become a Marketo customer you join the Marketing Nation - a talented network of over 50,000 marketers and technology experts. Our community is a one-stop shop for our customers to get the information they need to become better marketers and connect with each other. The Community also gives our customers a voice that helps shape our products and features.”

Liz Courter Senior Customer Community Manager Marketo is a customer engagement platform you’ll never outgrow

 

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© 2014 Diana Langston www.langstonstrategies.com

Marketo Community

§ Help answer one another’s questions

§ Share ideas and inspiration

§ Showcase their marketing & product skills

§ Build their careers and find jobs

§ Talk with other marketers

§ Find the information they need

§ Get real-time support

The Central Hub for Marketing Nation Members  

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© 2014 Diana Langston www.langstonstrategies.com

community.marketo.com  

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© 2014 Diana Langston www.langstonstrategies.com

Community Evolution

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© 2014 Diana Langston www.langstonstrategies.com

What’s Next?

§ Watch where they continue to take and grow their user experience

§ Currently investigating best in breed solutions to streamline internal efficiency and provide an exceptional user experience

§ Considering federated search across best of breed solutions

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© 2014 Diana Langston www.langstonstrategies.com

Salesforce Community

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© 2014 Diana Langston www.langstonstrategies.com

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© 2014 Diana Langston www.langstonstrategies.com

EMC Communities

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© 2014 Diana Langston www.langstonstrategies.com

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© 2014 Diana Langston www.langstonstrategies.com

EMC Docs & Community

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© 2014 Diana Langston www.langstonstrategies.com

Splunk Community

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© 2014 Diana Langston www.langstonstrategies.com

What we covered

§ ONE EXPERIENCE –  Business Goals –  Content Goals &

Integration –  User Engagement –  Community Showcase

to Spark Ideas

§ ONE TEAM –  Journey –  Story –  Experience

Page 82: Creating A Unified Content Experience in A Thriving and Customer Suppoer Community - Diana Langston

© 2014 Diana Langston www.langstonstrategies.com

Thank You