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?