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Cisco
Community
Playbook
Your Guide to Creating and
Managing Online Communities
Contents



           Chapter 1: The Big Picture
           1.1 How to Use the Playbook..................................................................................................... 2

           1.2 Why Community Matters...................................................................................................... 3

           1.3 How Communities Fit Into the Social Ecosystem.................................................................. 4

           1.4 Is a Community Right for You?.............................................................................................. 5

           1.5 Where Do You Fit In?............................................................................................................ 6

           1.6 Representing the Cisco Brand.............................................................................................. 7


           Chapter 2: Planning a Community
           2.1 How to Plan Your Community............................................................................................... 8

           2.2 Defining Your Audience and Their Content Needs................................................................ 9

           2.3 Defining Community Purpose ............................................................................................ 10

           2.4 Creating a Content Strategy............................................................................................... 11

           2.5 A Robust and Relevant Content Calendar........................................................................... 12

           2.6 Leveraging Content and Other Assets................................................................................ 13

           Chapter 3: Building a Community
           3.1 Components of a Community Page.................................................................................... 14

           3.2 Registration and Permissions.............................................................................................. 15

           3.3 Keep the Experience S.O.C.I.A.L. ...................................................................................... 16

           3.4 Workflows to Ensure Success............................................................................................ 17

           3.5 Campaign Integration and Product Launches..................................................................... 18

           3.6 Promoting Communities via Social Media........................................................................... 19


           Chapter 4: Engagement
           4.1 How to Nurture a Healthy Community................................................................................. 20

           4.2 Increasing Engagement Levels........................................................................................... 21

           4.3 Metrics and Engagement ................................................................................................... 22

           4.4 How to Manage the Troublemakers.................................................................................... 23

           4.5 When to Retire a Community.............................................................................................. 24


           Chapter 5: Ready to Start? Let’s Go
           5.1 What Do I Do Now?............................................................................................................ 25

           5.2 Community Approval Request Form .................................................................................. 26

           5.3 Launch Planner .................................................................................................................. 27




1            © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture




    Chapter 1: The Big Picture




1.1 How to Use the Playbook
This playbook is designed to give you the tools to start and
run a successful community.                                                               Cisco’s Global Social Media Policy: a Prior to engaging
                                                                                          in social media on behalf of Cisco, you need to read the
It covers why communities—when structured and managed                                     Social Media Policy Handbook. It is a company-wide
properly—can help your team engage with interested                                        handbook available to all employees and contractors and
stakeholders to support the buying cycle and drive                                        contains guidelines for engaging with people over social
measurable results for Cisco.                                                             channels. For Cisco representatives working on social
                                                                                          media channels, reading, reviewing and agreeing to the
You will be taught how to:
                                                                                          terms outlined in this policy is mandatory. Please visit the
✔✔ Define your audience                                                                   Global Social Media IWE site a for further details.
✔✔ Organize your strategy
✔✔ Develop a content plan

When ready, we ask you to fill out the Community Approval                                            Subject
Request Form located at the end of the playbook.                                                     Matter Expert
                                                                                           Look for the SME Icon throughout the
Although tempting to jump ahead, we highly recommend you
                                                                                           playbook for material specific to the SME role.
work through the playbook to ensure you can communicate
your community’s value to the user base and for Cisco as a
whole.

                                                                                                       Take
                                                                                                       A Moment
                                                                                           Look for the Take A Moment Icon throughout the
                                                                                           playbook for additional thought provoking ideas.




2                                                       © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture




1.2 Why Community Matters



In the same way that consumers utilize user-generated
 reviews and independent research to consider a purchase,
business buyers demonstrate the same behavior in the social
                                                                                                      What Buyers Want

                                                                                                      ✔✔ Buyers are looking for organizations similar to theirs
sphere, such as communities. But now the stakes are much
                                                                                                         that use the same technology that they are looking
higher.
                                                                                                         to buy.
IT buyers are usually tasked with investigating multiple                                              ✔✔ Buyers are looking for the long-term view of how
providers prior to starting the RFP or purchase cycle.                                                   Cisco will support their organization.
Communities provide IT buyers with a quick overview of                                                ✔✔ Buyers want to understand what other companies
product information, customer satisfaction and company                                                   think of the technology BEFORE THEY ENGAGE
engagement with their customers. This is important because                                               WITH CISCO.
IT buyers need to feel secure that they are selecting the best
product from the best company at the best price.




                                                                                                         “Active members using our community
                                                                                                         to interact and engage with us controlled
     “Fifty-five percent of Business Technology
                                                                                                         hundreds of millions of dollars in sales
     buyers consider “on-domain” (i.e., vendor)
                                                                                                         revenue over a 6 month period. Active
     support forums and discussion forums as
                                                                                                         partners of NetApp engaging in the
     influential information sources during their
                                                                                                         community delivered over half a billion
     technology adoption journeys.”1
                                                                                                         dollars in partner owned sales revenue
                                                                                                         over the same time period.”2




_______________________

1. “How to Interact with Tech Community Members” Forrester Research, December 2011
                                               ,
2. Navneet Grewal, Director Digital Marketing, NetApp, Impact Interactions Research, April 2011


3                                                                   © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture




1.3 How Communities Fit Into the Social Ecosystem



W     ith the explosive growth in social media, you may be
      asking, “Why have a branded community when I can
                                                                                       While the traffic on social sites, such as Facebook and
                                                                                       YouTube, is growing, these sites have a few drawbacks for
use Social Media instead?” Good question.                                              marketers.


    Drawbacks for Marketers

    ✔✔ Measurement of in-depth engagement analytics is difficult.
    ✔✔ Buyers are looking for the long-term view of how Cisco will support their organization.
    ✔✔ In Business-to-Business (B2B), there are still a large number of people who want to deal with the
       company on a website owned and operated by the company due to privacy and trust concerns.
    ✔✔ Social sites fall in and out of popularity; therefore, it is important to balance the content on the
       social sites while keeping the corporate presence stable and up-to-date.




                       del.icio.us
                                             Blogs
                                                                                                        The Social Ecosystem
                                                                                                        The Cisco social ecosystem consists of three
                                                                                                        main areas: Home Base, Outposts, Passports1



                       Cisco
                      Forums
                                                        Blogs


                                                                                                        Home Base
                                                                                                        Home Base are the channels owned and managed
                                           Cisco                                                        by the company. These channels are a top priority
                                           Blogs                                                        for Cisco and the primary area that creates and
                   Cisco.com                                                                            houses content. This is where Cisco partners and
                                                                                                        customers come to discuss and collaborate on Cisco
                                                                                                        products. Allocate 50% of time and budget here.


                      Cisco                                                                             Outposts
                    Communities                                                                         These are core third-party social channels such as
                                                                                                        Facebook and Twitter that provide the most efficient
                                                                                                        way to listen and respond to the community’s needs
                                                                   Blogs                                as well as drive traffic to Cisco-owned properties.
                                                                                                        Allocate 40% of time and budget here.


                                                                                                        Passports
                                                                                                        These channels represent Cisco’s most outer ring of
                                                                                                        social networks. They are important, but not mission
                                                                                                        critical for success. Allocate 10% of time and
                                                                                                        budget here.
                                                                                                                                        _______________________

                                                                                                                                1. Based on framework by Chris Brogan

4                                                       © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture




1.4 Is A Community Right for You?



W      hen an online community is well thought out, managed and measured, the results can be significant. Success requires
       hard work, robust content and a dedication to your members. But, it is not right for every situation or every team.


           Key Questions Before Starting a Community

        1.	 Do my community goals align with Cisco’s corporate priorities?

        2.	 Is my target audience large enough to consume and generate content?

        3.	 Does my team understand the endurance necessary to run a successful community?

        4.	 Is my team resourced to work and collaborate with members?

        5.	 Do I have a strong content pipeline for the next 90 days?

        6.	 Have I identified KPIs that align to my business goals?


If your answer to these questions is YES, then a community is right for you and you are ready to proceed. If the answer to any of
these questions is no, you should rethink your plans.

A community thrives only when both sides are engaging over content that meets both their needs. Initially, there will be more
consumers than creators of content. This means that your team must be ready to over-contribute until the members begin to
contribute on a regular basis.




5                                                       © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture                                                                                  Subject
                                                                                                                                       Matter Expert




1.5 Where Do You Fit In?



A
     well-managed community provides significant benefits                              Let’s take a moment to review these roles. Each community
     to both the company and the members. As a manager,                                is required to have a designated “community manager” and a
future manager or SME of a community, it is important that                             Subject Matter Expert (SME) assigned to it.
you understand your role in the inception, management and
measurement of your new community.


         The Community Manager                                                                      The Community SME

    ✔✔ Ensures timeliness and quality of community content                                ✔✔ Answers technical questions that arise from the
    ✔✔ Updates content at an absolute minimum of once                                        group
       a week                                                                             ✔✔ Adds value by sharing real world stories, case
    ✔✔ Ensures all discussion posts, blog posts and                                          studies, best practices, tips and/or “tricks-of-the
       comments are responded to within two business                                         trade” to improve knowledge exchange
       days, even if the response simply thanks the
       contributor for their contribution




6                                                       © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 1: The Big Picture




1.6 Representing the Cisco Brand



W     ith stakeholders around the globe, communities play
      a large role in helping to build Cisco’s brand and
reputation.
                                                                                       Confidentiality
                                                                                       When you engage with your audience, you should not
                                                                                       disclose specific types of information such as financial and
As a leader, manager or SME of a Cisco Community, you                                  internal-only news and events.
are responsible for representing Cisco, its products and
its priorities. Because you lead the community, members
                                                                                       Align With Corporate Priorities
look to you to establish the behavioral protocols within the                           In deciding if a community is right for your customer, you
community.                                                                             need to ask yourself if your community supports the five
                                                                                       foundational priorities of Cisco’s corporate strategy.
Governance
It is imperative that you read and adhere to the Global
Social Media Handbook a that outlines protocols including                                              Take
information on spam prohibition, violation of third-party                                              A Moment
guidelines and improper material usage.
                                                                                           Before you post, think ‘Would the CEO approve of
                                                                                           this?’ or ‘Would this be appropriate in the Annual
                                                                                           Report’?




                               Key Drivers of Future Intelligent Networks:
                                  Cisco’s Five Foundational Priorities


                                       1 Leadership in the Core
                                                   Routing/Switching/Services


                                       2 Collaboration


                                       3 Data Center/Virtualization Cloud

                                       4      Video

                                       5      Architectures




7                                                       © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community




    Chapter 2: Planning a Community




2.1 How to Plan Your Community
Your community strategy starts with defining your ultimate objective. That objective must be clear, concise and measurable. To
start, you must identify:



        Who                                                  What                                                   Why

    Target Audience                                  Robust, Current and Relevant Content                       Goals and Metrics
    Understanding your audience, their needs         Content is the main driver of social media.                One of the most important objectives is to
    and how they consume content are the first       Strong, timely and relevant content delivers               define your goals. Simply indicating that
    steps in planning your community. Take the       high engagement. If your content is not                    you want a certain number of members
    time to research your target audiences’ ti-      consistent or audience appropriate, visitors               in a community is not enough. Consider
    tles and responsibilities.                       will not come back. Before starting a com-                 the amount of content that will be created,
                                                     munity, create a content strategy to ensure                the key performance indicators and other
    Committed Resources                              the community stays current, fresh and                     pieces of data that will be benchmarked
    Your strategy will help determine the num-       welcoming to members.                                      for success. If there are not measurable
    ber of team members required to create,                                                                     benchmarks, or the benchmarks seem
    maintain and discuss the respective con-         Strong Engagement Tools                                    unreasonable and cannot be reached, then
    tent. Too often people believe that a small      Engagement results when members in-                        a community may not be the best solution.
    team can manage a community because              teract with relevant and topical content.
    the members outside of the company will          By providing content that members like,
    create most of the content and engage            share and comment on, your community
    with each other. This is never the case in       will grow organically. Communities with low
    B2B communities, especially at the start         engagement have a tendency to die off
    of their offering. Team members must be          quickly.
    committed to contributing content until the
    community members make contributions of
    their own.




8                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community




2.2 Defining Your Audience and Their Content Needs



Y   our audience is the single most important variable in the
    equation for community success. Understand who your
audience is and what their needs are, and you are on your
                                                                                     Segmentation: Are your communities for anyone in the
                                                                                     networked world? Or are you looking for the managers of IT
                                                                                     who are considering using cloud networks? The size of these
way to creating a successful community. Misunderstand who                            two audiences varies greatly.
your audience is and your community will never achieve the
results you project.                                                                 Audience Role: What is the role of the audience? There are
                                                                                     three distinct audiences (see chart below) to focus upon
Too often, community teams define their audience too                                 when segmenting the B2B technology audience from a
broadly. But is this adequate? Probably not. These individuals                       marketing perspective which will then help you understand
are already targeted heavily by other marketing teams, not to                        their content needs.
mention the sales teams who call on them.
                                                                                     If your audience is global, be cognizant of cultural differences
When thinking of a potential community audience, community                           which may come into play in your planning efforts.
teams should think in two aspects:




         Audience                  Titles                             Needs                                             Specifically Wants

    Technical                 IT Managers, Network               Content around solutions                        l  Technical specifications
                              Administrators                     and features                                    l  User focused, detailed content related to
                                                                                                                    running the product
                                                                                                                 l Information on integration and maintenance

                                                                                                                   issues
                                                                                                                 l Invitations for beta tests and early adopter

                                                                                                                   programs


    Business                  IT Directors, Line of             Content around business                          l   Statistics about growth and efficiency
                              Business Executives               results                                          l   Case Studies of similar companies or industry
                                                                                                                     examples


    Learning                  IT Managers, Network               Collaboration with and learnings                l Updates on Cisco certifications to broaden
                              Administrators, Individual         from other users and experts                      career opportunities
                              Contributors                                                                       l Wants to contribute to others’ learning




                Take
                A Moment
    Take a moment to define the ideal member for your community:
    ✔✔ What is their role at their company?
    ✔✔ What information would be most helpful to help them do their job well?
    ✔✔ How frequently are they currently interacting with your brand?
    ✔✔ What content would aid them in a buying decision?



9                                                     © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community                                                                                    Subject
                                                                                                                                              Matter Expert




2.3 Defining Community Purpose



O     nce you have established your audience, you are ready to begin defining your community’s purpose. Understanding what
      your audience is looking for, such as information to help with a business issue (purchase, support, research, etc.), is critical
in determining your community’s purpose and content. Review the chart below to help you determine what community type best
fits the needs of your audience.


                                      Category                          Sample                                  Notes on
         Category                                                       Objectives                              Engagement              Example
                                      Definition
  User                           Primary focus is driving       1.	Build audience through              High. Daily moderation      Public Collaboration a
  Engagement                     customers, partners and           planned content and                 is expected to keep
  Community                      Cisco SMEs to share               interactive features                conversations relevant.
                                 issues, best practices         2.	Utilize internal SMEs to            Asking questions of au-
                                 and experiences related           engage and promote                  dience is key.
                                 to product and solutions,         category products
                                 implementation, and            3.	Recruit external mem-
                                 management.                       bers to help engage
                                                                   and build vibrancy in
                                                                   responses


  Document                      Primary focus is storing       1.	Develop a consistent                 Low. Little conversation    Partner: Design Zone
  Repository                    documents and driving             and trusted repository               takes places in these       and CVD a
                                audience to upload and            of current documents                 communities.
                                read documents such               on specific product
                                as white papers or col-           information
                                lateral.                       2.	Update frequently


                                 Primary focus is driving
 Training                                                       1.	Instruct on various new             High. Some training         Partner: Borderless
                                 audience to review
 Community                                                         technologies                        communities function as     Networks a
                                 training materials and
                                                                2.	Assess skills                       merely repositories for
                                 provide Q/A that elimi-
                                                                3.	Certification programs              training documents even
                                 nates need for travel.
                                                                                                       though the Q/A is an
                                                                                                       important piece of the
                                                                                                       puzzle.


 Event-Focused                  Primary focus is                Announce and invite                   High during event time.      March 2012 Cisco
 Community                      expanding attendance            target audience to attend             Event-focused commu-         Collaboration Virtual
                                at offline events               an event or drive views               nities will see a spike in   Experience a
                                (mostly product-launch          of presentations                      engagement during the
                                focused) by providing                                                 event. An archive date
                                relatively low-cost online                                            should be set prior to
                                attendance.                                                           launch so the community
                                                                                                      is not allowed to become
                                                                                                      stagnant.




10                                                   © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community




2.4 Creating a Content Strategy



C     ommunities run on content. Whether the content is
      company-created or user-generated, without strong
content, most communities fail. When planning your
                                                                                    Here are the must haves for any new community:

                                                                                    ✔✔ Starter content for the first six weeks. This can include:
community, you must build a content strategy that meets the                             a.	Starter discussion topics (seed posts from SMEs or the
needs of your audience, yet is able to be modified over time                               community manager)
to drive the desired behaviors within your community and
                                                                                        b.	Blog posts
attract engaged users who create additional content. Content
that is valuable, exclusive and compelling will help your                               c.	Videos
community become a daily destination.                                                   d.	Documents for downloading

When building your content strategy, take into account your                         ✔✔ Content that is strongly focused on members’ roles
audience segmentation and size. The needs of your audience                             (business, IT, admin)
will guide your content. There are many styles of content
available to deliver your message and with a little creativity,
you can help your community stand out from the competition.




                                Preferred Types of Content by Audience


                        Business Audiences                                             Technical Audiences



                     Customer                                     Thought
                   Success Stories                               Leadership                                     Network Design




               Industry Research                                     Events
                                                                                                                 Product Analysis



                                                                   Product
                                                                  Launches
                      Case Studies                                                                              Training




11                                                   © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community




2.5 A Robust and Relevant Content Calendar



P    erhaps the two most important terms when creating a
     content strategy are endurance and flexibility.
                                                                                    manager. Content has a shelf life and despite the fact that
                                                                                    some new members will seek out older content, most
                                                                                    members will seek out new content over old. That is why
Endurance                                                                           many members do not search the discussion forums prior to
You should have a content calendar to organize your                                 asking their questions.
information flows by topic, date, feature and supporting
                                                                                    As a community manager, your content strategy must evolve
outreach used to convey the content. This calendar should
                                                                                    to gauge how long your content is valued by the community.
be at a minimum 90 days into the future and be continuously
                                                                                    You learn this by tracking page views and engagement for
updated. The endurance level needed to launch a community
                                                                                    each asset over time. After a couple of months, you’ll notice
is very high and needs consistent updating from the
                                                                                    the average length of time an asset remains fresh and when
sponsoring organization until the community begins to mature
                                                                                    it goes stale. More importantly, you’ll also see which types
and members begin to contribute information on a regular
                                                                                    of content are of interest to your community members. This
basis.
                                                                                    allows you to tailor the content strategy to further meet their
Flexibility                                                                         needs.

You may need to alter your initial content strategy once you                        Using an organized, flexible approach to your content—based
see how the members are interacting with the content. This is                       upon the members’ needs as much as the organization’s
why measurement becomes so important to the community                               needs—will help your community succeed.




                                                      The 50-40-10 Rule
                                         Your content should be 50% Cisco specific, 40% industry
                                            related, and 10% brand personality and humanity.


                                                                                                                        Industry (40%)
                                                                                                                        Sample post:
                                                                                                                        “Fifty percent of CIOs expect
                                                                                                                        to operate applications via
Cisco (50%)                                                                                                             the cloud by 2015.”
Sample post:
“Clients are seeing results
from our Cloud Enablement
Services. Download the
case study now.”




                                                                                                                  Personal (10%)
                                                                                                                  Sample post:
                                                                                                                  “My head is in the cloud today,
                                                                                                                  happy Friday everyone. Doing
                                                                                                                  anything fun?”



12                                                   © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 2: Planning a Community




2.6 Leveraging Content and Other Assets



A   n area where many community managers struggle is content creation. With a mantra of keeping content fresh,
    interesting and engaging, a constant flow of great content can seem difficult to produce. Here are a few of ideas that
can help the savvy community team in their content strategies and tactical approaches.



                                                                   Engage Members
                                              Once you identify your top members in the community, ask
                                            them if they would like to guest blog for a week or two. Utilize
                                              the more knowledgeable external members in an “Ask the
                                                           Expert” event in the community.




                                                                           Engage

 Embed Social Content                                                                                    Va
                                                              t




                                                                                                                           Link to Valuable Content
                                                     ed Conten




 Bring social content into the community by                                                                luab            Add keynote presentations, industry
 embedding videos from YouTube, adding                                                                         le Cont
                                                                                                                           reports by analysts (excerpt only with a
 excerpts from third party blogs (with                                                                                     link to the actual site and full attribution to
 attribution), use a screenshot of a good                                                                                  the company and analyst) and Cisco-
 Tweet to start a conversation, embed or                                                                                   created documentation or solution briefs.
                                                   mb




 link to an industry presentation on
                                                                                                                      et



 SlideShare, etc.
                                                  E




                                                                    Old         t
                                                                       er Contne


                                                              Leverage Older Content
                                        Bring content back to the front of the community and add commen-
                                        tary to update the content with either new information or a different
                                            perspective. In communities, older content that is still useful
                                                              sometimes gets buried.




13                                                     © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community




     Chapter 3: Building a Community




3.1 Components of a Community Page
Cisco Communities offer a variety of customizable layouts and widgets to community administrators.

To access the customizable widgets, navigate to the Cisco Communities home page and login. Once logged in, visit a
community where you have administrator permissions. Next to the Overview tab, click “customize.” You will then see the
following options:

On the left-hand side are the layouts available to community
managers. To keep the layouts consistent across all Cisco
Communities, it is recommended you use the two sided and
one major column layout (highlighted in screenshot).

To the right of the layouts is a section dedicated to widgets.
Widgets are page components that can be added to
the community page. Widgets are broken down into
four categories focusing on content, places, people and
miscellaneous other widgets. Each of these widgets can be
dragged from the category area and dropped anywhere onto
the community page.

For a more comprehensive list of widgets and their features,
visit the community manager’s help resource center on
communities.cisco.com a.


  Quick Tips
  Decide on the Widgets You Need                                                    Building Up HTML

  When you first login to your new community, you will notice                        Some of the widgets that you run into will be HTML-based.
  that you have many choices on how to design your community.                        If you’re not familiar with HTML, check out the code snippet
  Just because you have a treasure of resources however, does                        library a to get started. This is found in the community
  not mean that you need to go overboard. Choose only the                            manager’s help resource center a on communities.cisco.com.
  widgets you need and start designing your community.                               From the basic paragraph tags to the more advanced table
                                                                                     code, the library has everything you need to get started and
                                                                                     create great content.




14                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community                                                                      Subject
                                                                                                                                Matter Expert



3.2 Registration and Permissions



C    isco Communities are open to both guests and registered users.




Registered Users                                                                     Guest Users
Registration and login leverages Cisco’s Single Sign On                              Guest users have limited access to the communities and
process. Users who have a Cisco.com ID will be able to login                         depending on the particular community, may be unable to
to the communities without having to create a new account.                           view, post or comment within the community. To take full
                                                                                     advantage of the communities, it is encouraged that all users
Registered users are categorized into one of four                                    register.
designations:

✔✔ Cisco employees and contractors have access to most
   public and private communities. SMEs and community
   managers typically fall into this category.

✔✔ Partners are Cisco partners. Partners have access to the                          Custom Permissions
   public and partner communities.
                                                                                     Custom permissions can be set for communities. This is
✔✔ SMARTnet Users are customers who have registered for                              common for private communities such as user groups and
   the SMARTnet support service. They have access to the                             early adopter programs.
   public communities.

✔✔ Registered End Users are users who have registered but
   do not have one of the above three designations. They
   have access to the public communities.




15                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community




3.3 Keep the Experience S.O.C.I.A.L.



W      hen creating the user experience for your community, it’s important to keep in mind that the experience
       needs to be S.O.C.I.A.L.


                                                                                           In a community setting, it’s im-
                                  A community must be able to                              portant to have a brand presence
                                  grow with the needs and the size                         that is both open and transparent.
                                  of the audience. If you do not                           Be friendly with your audience.
                                  have the resources, a community                          Friendliness can be the difference
                                  cannot be maintained.                                    between returning or idle users.




                                                           lab
                                                              le                           Ope
                                                         ca                                            n
                                               S




                                                                                                                 Consistent
                                          Limitless




Communities need to give people                                                                                                 Community management re-
the power to do what they can to                                                                                                quires commitment and con-
get work done. Rules are okay,                                                                                                  sistency. From editorial calen-
but it is also important to give
                                                      Ac                                                   v
                                                                                                                                dars to regular check-ins with
                                                                                                      e




                                                                                                     ti
people the power to do what they                                                                                                the community, it’s important
                                                             ti v e
                                                                                                t ui
do best.                                                                                                                        to create a consistent social

                                                                                          In                                    ecosystem.




                              Make sure your community members                       Communities can be difficult to navigate. Ensure
                              can engage with your community by                      your community is intuitive to use and makes
                              creating opportunities for users to be                 sense from a design perspective. Overloading
                              active. Active members are more willing                your community with widgets, for example, is not
                              to come back and engage.                               a good way to design your community. Members
                                                                                     will not want to return to a difficult to use com-
                                                                                     munity.




16                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community                                                                                 Subject
                                                                                                                                           Matter Expert



3.4 Workflows to Ensure Success



C   ommunities require a team effort to succeed. With a focus on meeting member needs while also promoting Cisco’s content,
    the team must be ready to respond to member-generated content in a quick and professional manner. Workflows have
been developed to make the process as efficient as possible.




                                                                       Pre-Launch
  Recruit SMEs                                       Set Expectations                                            Develop Escalation Matrix

  For each main topic within the community,          For the community manager, the pre-launch                   To make the workflow efficient, the
  one or more internal SMEs should be                workflow includes setting expectations for                  community manager should build an
  recruited to help with the community’s             both the SMEs and members upon launch.                      escalation matrix of their SMEs with all
  engagement. These SMEs should be                   In B2B communities, members expect their                    contact information prior to launch. SMEs
  prepared to answer the tougher questions           questions to be answered. A general rule                    need to understand their role, but also that
  about Cisco products and services that are         of thumb for the workflow is to allow two                   the community manager will handle many
  generated by the members. They should              business days for community members to                      of the basic discussions by pointing the
  also consider being the featured expert for        answer a question. Then, if there is no reply,              member to content on Cisco.com, freeing
  their area and for “Ask the Expert” events         a Cisco employee MUST answer or reply.                      the SMEs to handle only the more rigorous
  on their topic of expertise.                                                                                   discussions.




                                                                          Launch
  Leverage External SMEs                                                            Subscribe to Feeds

  The community manager should consider adding external                             Additionally, all SMEs and the community manager should utilize the
  community members who have demonstrated expertise within                          “Subscribe” feature for any discussions in which they participated to
  the community to the escalation matrix. In many cases, a private                  maintain the discussion if members continue to engage.
  message from the community manager will spur the external SME
  to step in and provide support for the team. (As a benefit, these
  external SMEs from the community should be recognized for their
  efforts.)



By setting up clear workflows, the community manager not only demonstrates to the SMEs that the burden of support will not
fall only on their shoulders, but that he/she will also handle the workload and recruit community members to help. This helps
alleviate the main concern of internal SMEs: that they are required to handle all the content within a community.




17                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community




3.5 Campaign Integration and Product Launches



D    ue to their interactive nature, communities are an
     excellent complementary asset to utilize in both
                                                                                     Seeding Content
                                                                                     Seed content related to the campaign or product launch to
campaigns and product launches. There are relatively easy
                                                                                     spur conversations for the audience who click through to your
tactics to encourage your campaign or launch audiences to
                                                                                     community from non-community assets.
interact using your online community. Tactics include:

Open Q&A Environment                                                                 Ask the Expert
                                                                                     Create an “Ask the Expert” event around your campaign or
Develop your plans with your community to allow interested
                                                                                     product launch featuring a senior level executive to attract the
parties to learn more details, ask questions, attend online
                                                                                     target audience to your community.
events, etc.

Landing Page                                                                         Cross Promote
                                                                                     Feature links to the community landing page in all campaign
Build a landing page that focuses on discussions,
                                                                                     materials (both online digital and offline print).
documentation and video assets. It may be temporary, but you
should save some of the content by moving it into the main
community after the campaign or the product launch ends.

Consistent Look and Feel
Incorporate the look and feel, such as color palettes, tone and
graphics of your campaign into the community to provide a
common theme.




18                                                    © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 3: Building a Community




3.6 Promoting Communities via Social Media




I t is important to promote your community using multiple
  platforms. Using social media is an excellent way to reach a
broad audience.
                                                                                                on topic with links that guide the follower/group member/
                                                                                                friend back to the community where they can read or
                                                                                                contribute.

Match the Content to the Channel                                                                Highlight Announcements
The rise of social media sites like Twitter, YouTube, LinkedIn,                                 One of the benefits of community membership can be access
Facebook and Pinterest gives community managers another                                         to announcements and events before they are public. Use
new way to reach new members, engage with existing                                              these opportunities to recruit new partners or members.
members and drive engagement overall. The key is to use
those sites where your audience (or potential audience) is                                      Casual Users versus Invested Users
active. For the B2B community, that means LinkedIn, Twitter,                                    Research1 has shown that:
YouTube and Facebook primarily. But each of these sites
                                                                                                ✔✔ Casual users spend their time on third party sites such as
has different uses for community and you should not simply
                                                                                                   Facebook, LinkedIn and Twitter
syndicate your community content on each channel; rather,
create content unique for each site.                                                            ✔✔ Invested users spend their time on branded company
                                                                                                   websites and communities
Drive Back to the Community                                                                     IT buyers begin their purchase journey reading commentary
The objective in using social media with communities is to                                      on social media sites. When they are ready to move forward
increase the reach of your message to new audiences with                                        in the purchase process, they will engage on your site. Smart
the goal of driving them back to register and engage in the                                     community managers understand and prepare for this.
community. To do this, feature content that is interesting and


                                                                 The User Journey


                                                                                                            Users visit corporate Facebook pages
                                                                                                            for information, posts and dialogue with
                                                                                                            other followers; allows product users to
                                                                                                            collaborate globally.




                                                                                          $

                                                               $                   Home Base
                                                                                                                    $
                                                                                   Cisco.com
                   User can see what products                                                                                          Users follow Cisco and other
                   and programs colleagues are                                                                                         industry leaders for updates,
                   working on.                                                                                                         links, and stories.

_______________________

1. Business to Business Social Marketing: Community and Social Media Influence on Revenue, Impact Interactions, September 12, 2011.


19                                                               © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 4: Engagement                                                                                                Subject
                                                                                                                                                Matter Expert



     Chapter 4: Engagement




4.1 How to Nurture a Healthy Community
Defining Engagement                                                                             Track Active Members
For many teams, engagement is defined as robust comments                                        Best practices for nurturing the engagement level within
or discussion posts by members of the community. For                                            a community fall back on metrics. Community managers
others, it is the number of downloads of content. The key                                       should look at the behavior metrics with a specific focus on
to understanding engagement is to relate the activities or                                      defining active members, then tracking these members as
behaviors of members to the objectives of the community.                                        a percentage of total visitors to the community. Depending
                                                                                                upon the focus of the community and the definition of active
Aligning Community Behavior                                                                     members, the percentage should be approximately 10–12%.1
Once the team understands what activities and behaviors they                                    Support communities are much higher due to the Q&A
want to drive, there are tactics the team can use to meet their                                 functionality of the community versus the longer discussions
objectives.                                                                                     of a marketing or learning community.

For example, in communities focused on discussions, the                                         If the engagement level is lower than 12%, consider the
community tactics would involve driving members to read                                         following:
or watch content on the site and then discuss it with other                                     ✔✔ Are the Cisco community manager and SME actively
members. This is the traditional message board or article                                          participating in discussions?
commenting model of community. The content spurs
                                                                                                ✔✔ Are follow-up questions and polls being used to
members to create additional content.
                                                                                                   stimulate the conversation?
Community managers must have the support of SMEs to build                                       ✔✔ Are community members looking for more technical
upon existing conversations either by contributing content in                                      support? If so, refer them to Cisco Support Communities.
the discussions or by creating original content to start new                                    ✔✔ Is the content stale or not inspiring conversations?
conversations. It’s a fine line, however, between nurturing
and creating. Dominate the conversations and the community
becomes a Q&A site rather than a place where ideas are
exchanged and discussed. Ignore Cisco’s role in building
the correct behaviors, activities and conversations and the
community becomes stale and uninhabited.




_______________________

1. Business to Business Social Marketing: Community and Social Media Influence on Revenue, Impact Interactions, September 12, 2011.




20                                                               © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 4: Engagement




4.2 Increasing Engagement Levels



A     focus on engagement is critical for the successful
      management of communities. At the beginning of
                                                                                  But for marketing communities, we want user-generated
                                                                                  content, not issue resolution. That requires asking for and
the community, engagement is more reliant on the host                             responding to feedback instead of relying upon the platform’s
company than on members. This is especially true with B2B                         rating features.
communities. Over time as the community matures, members
will begin to demonstrate more control over engagement                            Membership Recognition
activities such as posting, commenting, helping each other                        Recognizing members for their activities in a public manner
and acting as a resource for the community manager. But                           often results in them engaging at higher levels. Just as
this doesn’t happen overnight and can often take years to                         importantly, there is a carry-over effect on other members.
develop, so be patient.                                                           Membership recognition demonstrates that the voice and
                                                                                  activities of members are very important to Cisco.
To continue to elevate your engagement levels, the following
tactics are recommended:                                                          Direct Contact
Thought Leadership                                                                A community manager’s behind-the-scenes contacts with top
                                                                                  members is an efficient way to drive additional engagement.
In discussion-based communities, content that presents ideas
                                                                                  By identifying and building relationships with top members
and has an opinion provides members with an opportunity to
                                                                                  over time, the community manager has a cadre of members
engage whether they agree or disagree.
                                                                                  to reach out to for additional content or to answer questions.
                                                                                  This reduces the burden of work on internal SMEs while
Writing Style
                                                                                  demonstrating to the community at large that members have a
Writing for community should be short, to the point and                           strong role to play in the community’s success.
easy to understand. The more jargon that is used, the less
members will engage.                                                              Sample Objectives
                                                                                  There are other tactics as well, including seed posts, surveys
Feedback
                                                                                  on member interests, time sensitive events and polls. The
Ask the user for feedback. In support communities, the use of                     ability to create conversation about specific member interests
the checkbox to demonstrate the successful resolution of an                       will solidify the community dynamic.
issue is a powerful feedback mechanism.
                                                                                   




21                                                 © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 4: Engagement




4.3 Metrics and Engagement



E
   ngagement is the result of matching your audience’s interests to relevant content. As such, it fluctuates during the life cycle
   of the community. To maintain an active community, it’s important to have a firm, agreed upon measurement strategy and run
metrics on your community in order to make adjustments to enhance the community for your members.

Metrics are accessed through your custom reports dashboard, which you receive as part of your community onboarding.

Auditing a community means using both qualitative and quantitative metrics to understand how members are using the
community and what they desire from the community.



          Qualitative                                                                     Quantitative

  This data helps the community team understand the needs of                      Measuring behavior involves ratios. The five most popular
  the members in order to increase the value of the community:                    ratios for engagement in communities are:
  l   Type of content that is consumed the most                                   l   Page views per member
  l   Topics that are most popular                                                l   Active member ratio
  l   Information that members are seeking                                        l   Contributor by feature
  l   Preferred format for the information                                        l   Depth of Thread
  l   Customer satisfaction with the community                                    l   Sharability




22                                                 © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 4: Engagement                                                                                  Subject
                                                                                                                                  Matter Expert




4.4 How to Manage the Troublemakers



N    ot all user engagement is positive. Effective community
     management teams understand this and are prepared to
                                                                                  Pricing: The community team must set up guidelines
                                                                                  for pricing. For example, is it okay to say that a product
deal with criticism, negative user comments and other issues                      and installation costs “tens of thousands of dollars,” but
that run afoul of community guidelines. The key is to have an                     not “$45,000”? There have been times in Cisco Support
agreed upon plan for dealing with these situations congruent                      Community when a member quoted the price they were
with how Cisco communicates with its members.                                     given by a reseller for used equipment. However, the bigger
                                                                                  question is whether or not you want pricing discussions
The good news is that in B2B communities, the community                           to take place in your community. This is an area for the
is generally positive. We don’t see the flame wars and                            community team to agree upon in advance, then enforce as
personal attacks which happen regularly in consumer-based                         needed. (Note—this is different than advertising for selling
communities. In the event that a situation like that breaks out,                  products. Advertising is not allowed and the post should be
the best course of action is to remove the content and send                       deleted with a private message to the member.)
a private message to the member requesting that they refrain
from such behavior and tone in the community.

The majority of issues arise around:                                                              Take
                                                                                                  A Moment
Competitor product: The community team should not let
                                                                                      Remember that people come to the community to
the comment go unchecked. If the comparison is an apples
                                                                                      seek information. Negative or critical content is a
to oranges comparison, state it publicly. The best way to do
                                                                                      part of the information that members seek. Do not
so is to have an external community member comment, with
                                                                                      simply remove critical commentary. Instead, treat it
the second best option being an internal SME commenting.
                                                                                      as an opportunity to correct falsehoods and present
In most cases, members of the community will support this
                                                                                      Cisco’s view as a counter to the criticism or negative
exchange of ideas and comments as transparency in action.
                                                                                      comments. This provides a necessary balance to
The key for the community team is to not take the comments
                                                                                      the community which is generally welcomed by
as a personal attack.
                                                                                      members.




23                                                 © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 4: Engagement




4.5 When to Retire a Community



D     espite best efforts, sometimes communities fail. Whether
      the members find more value on other social outlets or
                                                                                  community prior to sending your members. Discuss with the
                                                                                  community manager their philosophies, registration process
if it was as simple as bad timing, it is not uncommon for a                       and any other factors that may impact your current user
community to close. Warning signs include:                                        base such as international members. If you sense this new
                                                                                  community may be at any risk for closure, do not refer your
✔✔ An anemic community                                                            members.
✔✔ Slow to non-existent participation over several months
                                                                                  If the new community proves viable, provide clear steps to
✔✔ Dwindling membership                                                           your user base on how to register or re-register, what they
If your community is stagnant for 90 days, you will be                            can expect to find in the community and other relevant data.
encouraged to close your community. To ensure a smooth                            Make the transition for them as smooth as possible.
closure consider the following:
                                                                                  Blogs and Newsletters
Timing                                                                            If there are blogs associated with your community, they can
Give your members a two month warning prior to shutting                           help you communicate the transition plan. They can be an
the community down. This gives members ample time to                              alternate destination for your members to continue to discuss
migrate any data they feel is relevant and to retrieve any social                 relevant topics. You should also provide the members links
connections.                                                                      to relevant newsletters they can sign up for that cover similar
                                                                                  topics.
Communication
                                                                                  User Content
If possible, directly reach out to the power users or those
members who will be directly impacted. Explain your                               Be precise about the migration plan for your community’s
reasoning and provide a clear communication plan of where                         content. Give exact dates and URLs if it is to be migrated.
relevant data will be migrated and how they can reach the old
                                                                                  Third-Party Sites
community manager if they have any questions.
                                                                                  Reach out to site owners who are currently linked to your
For all other users, post your communication plan on the                          community and ask them to remove or redirect their links.
community home page and provide direction on where
content will now be located, how to access it and, if                             Closing a community is not the end of the world. It does not
appropriate, direct them to a relevant community where they                       mean that you shouldn’t try again in the future. In fact, you’ve
can receive updated communications.                                               probably learned some valuable lessons about your customer
                                                                                  base and your community that will be beneficial to future
New Community                                                                     marketing and sales programs.
In some instances you can migrate your members into
another appropriate community. Properly vet this new




24                                                 © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go




     Chapter 5: Ready to Start? Let’s Go




5.1 What Do I Do Now?
Once you have determined a Cisco Community is right for your customer base, we have a defined process to start your
community.

1. You will need to complete the Community Approval Request Form a.

     Once your request has been approved a confirmation email will be sent to you and the approving director to confirm the
     acceptance of the community request and begin the process.

     You will be required to complete a one-hour training session with a community manager and a technical project manager who
     will facilitate the community creation process. You will be invited to a bi-weekly call that covers community management best
     practices as well as technical issues of concern.

2. Review the Launch Planner. It will provide you a week to week breakdown of needed action items prior to launch.

Congratulations on your decision to start a Cisco community.




25                                                     © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go




5.2 Community Approval Request Form



  Sample Questions

     Fill out this form online at: http://cs.co/requestcommunity a. Be prepared to answer the questions below.


  1.	 Indicate the Director/Sponsor.


  2.	 Identify the business goals of the community.


  3.	 Identify what metrics you will use to measure your success in reaching those goals.


  4.	 Who is your target audience?


  5.	 How large is your potential audience for this community?


  6.	 Indicate community manager(s) name(s), job title and contact information.
       Note: A Community Manager is required—that person is responsible for organizing a content schedule, ensuring that contributions receive responses, etc. We recommend a team of
       3–5 people who are responsible for drafting and posting content with an identified Community Owner. We also recommend at least three SMEs responsible for fielding comments/
       questions for each theme/issue related to the Community Topic.



  7.	 Identify the Community Topic and list 3–5 sample themes/issues that relate to the topic.


  8.	 Is this related to a current topic on the Cisco Communities Platform? If so, why do you believe it should have its own discrete area (or
      sub-community)?


  9.	 Include any information you have on existing topic communities (competitive/rivalry communities, related communities, etc.).


  10. Why is the community important/relevant to Cisco, Cisco’s customers and other external audiences?




26                                                               © 2012 Cisco and/or its affiliates. All rights reserved.
Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go




5.3 Launch Planner

  When           What                                                                         Who

  Week 1         Establish your community objectives: Who is your audience,                   Discuss plans with your manager and team.
                 what is your content strategy and calendar, what resources
                 will you appoint to team. Identify SME. Read Cisco
                 Communities Playbook. Read, review and agree to Cisco’s
                 Global Social Media Policy.


  Week 2         Fill out Community Approval Request Form.                                    Submit to Cisco Communities team


  Week 3         Design your community and decide on widgets.                                 Consult with the Cisco Communities team if widgets need
                                                                                              to be customized to team’s needs.
                 Develop content calendar.
                                                                                              Review with manager and team.


  Week 4         Once the Community is set up on the platform, use a two                      Ask your manager, team and SME to participate.
                 week closed beta or soft launch to test the functionality and
                                                                                              Consult with social leads as well as Cisco Communities lead
                 train your SMEs in the use of the community.
                                                                                              if communications require management from their end.
                  1.	Review the SME role and content requirements with your
                     expert team
                  2.	Ensure your team uses the beta to load content, check
                     links and review all text for spelling and grammatical errors


  Week 4         Begin your outreach efforts by socializing the coming launch.                Consult with social leads as well as Cisco Communities lead
                                                                                              if communications require management from their end.
                  1.	Add content to newsletters to the targeted audience
                     announcing the new community and launch date
                  2.	Post launch and teaser content on relevant Facebook,
                     Twitter and Linked in pages


  Week Prior     Email the internal team with project updates every two to                    Email the Cisco Communities team.
  to Launch      three days prior to launch. A WebEx meeting updating the
                 team and answering questions is an excellent way to keep
                 everyone aligned and on track for delivery of their content.


  Week Prior     Create spreadsheet for tracking metrics, top members and                     Consult with the Cisco Communities Team and request
  to Launch      charting trends.                                                             access to Adobe SiteCatalyst, take SiteCatalyst training.


  Two-Days       Seed content of interest into the forums two days prior to                   Work with social leads and team members to collaborate on
  Prior to       launch to spur conversations for audience members.                           the appropriate content.
  Launch
                  1.	Ensure that there is progress in new content development
                     and that your content is on schedule
                  2.	Review all content that will be on the site at launch


  Two-Days       Reach out to your top potential members with a description                   Work with your main SMEs who will drive content as well as
  Prior to       of the content that is available and let them visit early. (The              the Cisco Communities Team.
  Launch         idea is to allow these top potential members to get a head
                 start and add content.)


  Week 6         Launch                                                                       Use all your external social channels, blogs and internal
                                                                                              communications to let organizations know about your
                                                                                              community.




27                                                     © 2012 Cisco and/or its affiliates. All rights reserved.
© 2012 Cisco and/or its affiliates. All rights reserved. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list
of Cisco trademarks, go to this URL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a
partnership relationship between Cisco and any other company.

                                                                                                                                                                                          Version 1.02 12/12

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Cisco Communities Playbook

  • 1. Cisco Community Playbook Your Guide to Creating and Managing Online Communities
  • 2. Contents Chapter 1: The Big Picture 1.1 How to Use the Playbook..................................................................................................... 2 1.2 Why Community Matters...................................................................................................... 3 1.3 How Communities Fit Into the Social Ecosystem.................................................................. 4 1.4 Is a Community Right for You?.............................................................................................. 5 1.5 Where Do You Fit In?............................................................................................................ 6 1.6 Representing the Cisco Brand.............................................................................................. 7 Chapter 2: Planning a Community 2.1 How to Plan Your Community............................................................................................... 8 2.2 Defining Your Audience and Their Content Needs................................................................ 9 2.3 Defining Community Purpose ............................................................................................ 10 2.4 Creating a Content Strategy............................................................................................... 11 2.5 A Robust and Relevant Content Calendar........................................................................... 12 2.6 Leveraging Content and Other Assets................................................................................ 13 Chapter 3: Building a Community 3.1 Components of a Community Page.................................................................................... 14 3.2 Registration and Permissions.............................................................................................. 15 3.3 Keep the Experience S.O.C.I.A.L. ...................................................................................... 16 3.4 Workflows to Ensure Success............................................................................................ 17 3.5 Campaign Integration and Product Launches..................................................................... 18 3.6 Promoting Communities via Social Media........................................................................... 19 Chapter 4: Engagement 4.1 How to Nurture a Healthy Community................................................................................. 20 4.2 Increasing Engagement Levels........................................................................................... 21 4.3 Metrics and Engagement ................................................................................................... 22 4.4 How to Manage the Troublemakers.................................................................................... 23 4.5 When to Retire a Community.............................................................................................. 24 Chapter 5: Ready to Start? Let’s Go 5.1 What Do I Do Now?............................................................................................................ 25 5.2 Community Approval Request Form .................................................................................. 26 5.3 Launch Planner .................................................................................................................. 27 1 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 3. Cisco Community Playbook - Chapter 1: The Big Picture Chapter 1: The Big Picture 1.1 How to Use the Playbook This playbook is designed to give you the tools to start and run a successful community. Cisco’s Global Social Media Policy: a Prior to engaging in social media on behalf of Cisco, you need to read the It covers why communities—when structured and managed Social Media Policy Handbook. It is a company-wide properly—can help your team engage with interested handbook available to all employees and contractors and stakeholders to support the buying cycle and drive contains guidelines for engaging with people over social measurable results for Cisco. channels. For Cisco representatives working on social media channels, reading, reviewing and agreeing to the You will be taught how to: terms outlined in this policy is mandatory. Please visit the ✔✔ Define your audience Global Social Media IWE site a for further details. ✔✔ Organize your strategy ✔✔ Develop a content plan When ready, we ask you to fill out the Community Approval Subject Request Form located at the end of the playbook. Matter Expert Look for the SME Icon throughout the Although tempting to jump ahead, we highly recommend you playbook for material specific to the SME role. work through the playbook to ensure you can communicate your community’s value to the user base and for Cisco as a whole. Take A Moment Look for the Take A Moment Icon throughout the playbook for additional thought provoking ideas. 2 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 4. Cisco Community Playbook - Chapter 1: The Big Picture 1.2 Why Community Matters In the same way that consumers utilize user-generated reviews and independent research to consider a purchase, business buyers demonstrate the same behavior in the social What Buyers Want ✔✔ Buyers are looking for organizations similar to theirs sphere, such as communities. But now the stakes are much that use the same technology that they are looking higher. to buy. IT buyers are usually tasked with investigating multiple ✔✔ Buyers are looking for the long-term view of how providers prior to starting the RFP or purchase cycle. Cisco will support their organization. Communities provide IT buyers with a quick overview of ✔✔ Buyers want to understand what other companies product information, customer satisfaction and company think of the technology BEFORE THEY ENGAGE engagement with their customers. This is important because WITH CISCO. IT buyers need to feel secure that they are selecting the best product from the best company at the best price. “Active members using our community to interact and engage with us controlled “Fifty-five percent of Business Technology hundreds of millions of dollars in sales buyers consider “on-domain” (i.e., vendor) revenue over a 6 month period. Active support forums and discussion forums as partners of NetApp engaging in the influential information sources during their community delivered over half a billion technology adoption journeys.”1 dollars in partner owned sales revenue over the same time period.”2 _______________________ 1. “How to Interact with Tech Community Members” Forrester Research, December 2011 , 2. Navneet Grewal, Director Digital Marketing, NetApp, Impact Interactions Research, April 2011 3 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 5. Cisco Community Playbook - Chapter 1: The Big Picture 1.3 How Communities Fit Into the Social Ecosystem W ith the explosive growth in social media, you may be asking, “Why have a branded community when I can While the traffic on social sites, such as Facebook and YouTube, is growing, these sites have a few drawbacks for use Social Media instead?” Good question. marketers. Drawbacks for Marketers ✔✔ Measurement of in-depth engagement analytics is difficult. ✔✔ Buyers are looking for the long-term view of how Cisco will support their organization. ✔✔ In Business-to-Business (B2B), there are still a large number of people who want to deal with the company on a website owned and operated by the company due to privacy and trust concerns. ✔✔ Social sites fall in and out of popularity; therefore, it is important to balance the content on the social sites while keeping the corporate presence stable and up-to-date. del.icio.us Blogs The Social Ecosystem The Cisco social ecosystem consists of three main areas: Home Base, Outposts, Passports1 Cisco Forums Blogs Home Base Home Base are the channels owned and managed Cisco by the company. These channels are a top priority Blogs for Cisco and the primary area that creates and Cisco.com houses content. This is where Cisco partners and customers come to discuss and collaborate on Cisco products. Allocate 50% of time and budget here. Cisco Outposts Communities These are core third-party social channels such as Facebook and Twitter that provide the most efficient way to listen and respond to the community’s needs Blogs as well as drive traffic to Cisco-owned properties. Allocate 40% of time and budget here. Passports These channels represent Cisco’s most outer ring of social networks. They are important, but not mission critical for success. Allocate 10% of time and budget here. _______________________ 1. Based on framework by Chris Brogan 4 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 6. Cisco Community Playbook - Chapter 1: The Big Picture 1.4 Is A Community Right for You? W hen an online community is well thought out, managed and measured, the results can be significant. Success requires hard work, robust content and a dedication to your members. But, it is not right for every situation or every team. Key Questions Before Starting a Community 1. Do my community goals align with Cisco’s corporate priorities? 2. Is my target audience large enough to consume and generate content? 3. Does my team understand the endurance necessary to run a successful community? 4. Is my team resourced to work and collaborate with members? 5. Do I have a strong content pipeline for the next 90 days? 6. Have I identified KPIs that align to my business goals? If your answer to these questions is YES, then a community is right for you and you are ready to proceed. If the answer to any of these questions is no, you should rethink your plans. A community thrives only when both sides are engaging over content that meets both their needs. Initially, there will be more consumers than creators of content. This means that your team must be ready to over-contribute until the members begin to contribute on a regular basis. 5 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 7. Cisco Community Playbook - Chapter 1: The Big Picture Subject Matter Expert 1.5 Where Do You Fit In? A well-managed community provides significant benefits Let’s take a moment to review these roles. Each community to both the company and the members. As a manager, is required to have a designated “community manager” and a future manager or SME of a community, it is important that Subject Matter Expert (SME) assigned to it. you understand your role in the inception, management and measurement of your new community. The Community Manager The Community SME ✔✔ Ensures timeliness and quality of community content ✔✔ Answers technical questions that arise from the ✔✔ Updates content at an absolute minimum of once group a week ✔✔ Adds value by sharing real world stories, case ✔✔ Ensures all discussion posts, blog posts and studies, best practices, tips and/or “tricks-of-the comments are responded to within two business trade” to improve knowledge exchange days, even if the response simply thanks the contributor for their contribution 6 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 8. Cisco Community Playbook - Chapter 1: The Big Picture 1.6 Representing the Cisco Brand W ith stakeholders around the globe, communities play a large role in helping to build Cisco’s brand and reputation. Confidentiality When you engage with your audience, you should not disclose specific types of information such as financial and As a leader, manager or SME of a Cisco Community, you internal-only news and events. are responsible for representing Cisco, its products and its priorities. Because you lead the community, members Align With Corporate Priorities look to you to establish the behavioral protocols within the In deciding if a community is right for your customer, you community. need to ask yourself if your community supports the five foundational priorities of Cisco’s corporate strategy. Governance It is imperative that you read and adhere to the Global Social Media Handbook a that outlines protocols including Take information on spam prohibition, violation of third-party A Moment guidelines and improper material usage. Before you post, think ‘Would the CEO approve of this?’ or ‘Would this be appropriate in the Annual Report’? Key Drivers of Future Intelligent Networks: Cisco’s Five Foundational Priorities 1 Leadership in the Core Routing/Switching/Services 2 Collaboration 3 Data Center/Virtualization Cloud 4 Video 5 Architectures 7 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 9. Cisco Community Playbook - Chapter 2: Planning a Community Chapter 2: Planning a Community 2.1 How to Plan Your Community Your community strategy starts with defining your ultimate objective. That objective must be clear, concise and measurable. To start, you must identify: Who What Why Target Audience Robust, Current and Relevant Content Goals and Metrics Understanding your audience, their needs Content is the main driver of social media. One of the most important objectives is to and how they consume content are the first Strong, timely and relevant content delivers define your goals. Simply indicating that steps in planning your community. Take the high engagement. If your content is not you want a certain number of members time to research your target audiences’ ti- consistent or audience appropriate, visitors in a community is not enough. Consider tles and responsibilities. will not come back. Before starting a com- the amount of content that will be created, munity, create a content strategy to ensure the key performance indicators and other Committed Resources the community stays current, fresh and pieces of data that will be benchmarked Your strategy will help determine the num- welcoming to members. for success. If there are not measurable ber of team members required to create, benchmarks, or the benchmarks seem maintain and discuss the respective con- Strong Engagement Tools unreasonable and cannot be reached, then tent. Too often people believe that a small Engagement results when members in- a community may not be the best solution. team can manage a community because teract with relevant and topical content. the members outside of the company will By providing content that members like, create most of the content and engage share and comment on, your community with each other. This is never the case in will grow organically. Communities with low B2B communities, especially at the start engagement have a tendency to die off of their offering. Team members must be quickly. committed to contributing content until the community members make contributions of their own. 8 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 10. Cisco Community Playbook - Chapter 2: Planning a Community 2.2 Defining Your Audience and Their Content Needs Y our audience is the single most important variable in the equation for community success. Understand who your audience is and what their needs are, and you are on your Segmentation: Are your communities for anyone in the networked world? Or are you looking for the managers of IT who are considering using cloud networks? The size of these way to creating a successful community. Misunderstand who two audiences varies greatly. your audience is and your community will never achieve the results you project. Audience Role: What is the role of the audience? There are three distinct audiences (see chart below) to focus upon Too often, community teams define their audience too when segmenting the B2B technology audience from a broadly. But is this adequate? Probably not. These individuals marketing perspective which will then help you understand are already targeted heavily by other marketing teams, not to their content needs. mention the sales teams who call on them. If your audience is global, be cognizant of cultural differences When thinking of a potential community audience, community which may come into play in your planning efforts. teams should think in two aspects: Audience Titles Needs Specifically Wants Technical IT Managers, Network Content around solutions l Technical specifications Administrators and features l User focused, detailed content related to running the product l Information on integration and maintenance issues l Invitations for beta tests and early adopter programs Business IT Directors, Line of Content around business l Statistics about growth and efficiency Business Executives results l Case Studies of similar companies or industry examples Learning IT Managers, Network Collaboration with and learnings l Updates on Cisco certifications to broaden Administrators, Individual from other users and experts career opportunities Contributors l Wants to contribute to others’ learning Take A Moment Take a moment to define the ideal member for your community: ✔✔ What is their role at their company? ✔✔ What information would be most helpful to help them do their job well? ✔✔ How frequently are they currently interacting with your brand? ✔✔ What content would aid them in a buying decision? 9 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 11. Cisco Community Playbook - Chapter 2: Planning a Community Subject Matter Expert 2.3 Defining Community Purpose O nce you have established your audience, you are ready to begin defining your community’s purpose. Understanding what your audience is looking for, such as information to help with a business issue (purchase, support, research, etc.), is critical in determining your community’s purpose and content. Review the chart below to help you determine what community type best fits the needs of your audience. Category Sample Notes on Category Objectives Engagement Example Definition User Primary focus is driving 1. Build audience through High. Daily moderation Public Collaboration a Engagement customers, partners and planned content and is expected to keep Community Cisco SMEs to share interactive features conversations relevant. issues, best practices 2. Utilize internal SMEs to Asking questions of au- and experiences related engage and promote dience is key. to product and solutions, category products implementation, and 3. Recruit external mem- management. bers to help engage and build vibrancy in responses Document Primary focus is storing 1. Develop a consistent Low. Little conversation Partner: Design Zone Repository documents and driving and trusted repository takes places in these and CVD a audience to upload and of current documents communities. read documents such on specific product as white papers or col- information lateral. 2. Update frequently Primary focus is driving Training 1. Instruct on various new High. Some training Partner: Borderless audience to review Community technologies communities function as Networks a training materials and 2. Assess skills merely repositories for provide Q/A that elimi- 3. Certification programs training documents even nates need for travel. though the Q/A is an important piece of the puzzle. Event-Focused Primary focus is Announce and invite High during event time. March 2012 Cisco Community expanding attendance target audience to attend Event-focused commu- Collaboration Virtual at offline events an event or drive views nities will see a spike in Experience a (mostly product-launch of presentations engagement during the focused) by providing event. An archive date relatively low-cost online should be set prior to attendance. launch so the community is not allowed to become stagnant. 10 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 12. Cisco Community Playbook - Chapter 2: Planning a Community 2.4 Creating a Content Strategy C ommunities run on content. Whether the content is company-created or user-generated, without strong content, most communities fail. When planning your Here are the must haves for any new community: ✔✔ Starter content for the first six weeks. This can include: community, you must build a content strategy that meets the a. Starter discussion topics (seed posts from SMEs or the needs of your audience, yet is able to be modified over time community manager) to drive the desired behaviors within your community and b. Blog posts attract engaged users who create additional content. Content that is valuable, exclusive and compelling will help your c. Videos community become a daily destination. d. Documents for downloading When building your content strategy, take into account your ✔✔ Content that is strongly focused on members’ roles audience segmentation and size. The needs of your audience (business, IT, admin) will guide your content. There are many styles of content available to deliver your message and with a little creativity, you can help your community stand out from the competition. Preferred Types of Content by Audience Business Audiences Technical Audiences Customer Thought Success Stories Leadership Network Design Industry Research Events Product Analysis Product Launches Case Studies Training 11 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 13. Cisco Community Playbook - Chapter 2: Planning a Community 2.5 A Robust and Relevant Content Calendar P erhaps the two most important terms when creating a content strategy are endurance and flexibility. manager. Content has a shelf life and despite the fact that some new members will seek out older content, most members will seek out new content over old. That is why Endurance many members do not search the discussion forums prior to You should have a content calendar to organize your asking their questions. information flows by topic, date, feature and supporting As a community manager, your content strategy must evolve outreach used to convey the content. This calendar should to gauge how long your content is valued by the community. be at a minimum 90 days into the future and be continuously You learn this by tracking page views and engagement for updated. The endurance level needed to launch a community each asset over time. After a couple of months, you’ll notice is very high and needs consistent updating from the the average length of time an asset remains fresh and when sponsoring organization until the community begins to mature it goes stale. More importantly, you’ll also see which types and members begin to contribute information on a regular of content are of interest to your community members. This basis. allows you to tailor the content strategy to further meet their Flexibility needs. You may need to alter your initial content strategy once you Using an organized, flexible approach to your content—based see how the members are interacting with the content. This is upon the members’ needs as much as the organization’s why measurement becomes so important to the community needs—will help your community succeed. The 50-40-10 Rule Your content should be 50% Cisco specific, 40% industry related, and 10% brand personality and humanity. Industry (40%) Sample post: “Fifty percent of CIOs expect to operate applications via Cisco (50%) the cloud by 2015.” Sample post: “Clients are seeing results from our Cloud Enablement Services. Download the case study now.” Personal (10%) Sample post: “My head is in the cloud today, happy Friday everyone. Doing anything fun?” 12 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 14. Cisco Community Playbook - Chapter 2: Planning a Community 2.6 Leveraging Content and Other Assets A n area where many community managers struggle is content creation. With a mantra of keeping content fresh, interesting and engaging, a constant flow of great content can seem difficult to produce. Here are a few of ideas that can help the savvy community team in their content strategies and tactical approaches. Engage Members Once you identify your top members in the community, ask them if they would like to guest blog for a week or two. Utilize the more knowledgeable external members in an “Ask the Expert” event in the community. Engage Embed Social Content Va t Link to Valuable Content ed Conten Bring social content into the community by luab Add keynote presentations, industry embedding videos from YouTube, adding le Cont reports by analysts (excerpt only with a excerpts from third party blogs (with link to the actual site and full attribution to attribution), use a screenshot of a good the company and analyst) and Cisco- Tweet to start a conversation, embed or created documentation or solution briefs. mb link to an industry presentation on et SlideShare, etc. E Old t er Contne Leverage Older Content Bring content back to the front of the community and add commen- tary to update the content with either new information or a different perspective. In communities, older content that is still useful sometimes gets buried. 13 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 15. Cisco Community Playbook - Chapter 3: Building a Community Chapter 3: Building a Community 3.1 Components of a Community Page Cisco Communities offer a variety of customizable layouts and widgets to community administrators. To access the customizable widgets, navigate to the Cisco Communities home page and login. Once logged in, visit a community where you have administrator permissions. Next to the Overview tab, click “customize.” You will then see the following options: On the left-hand side are the layouts available to community managers. To keep the layouts consistent across all Cisco Communities, it is recommended you use the two sided and one major column layout (highlighted in screenshot). To the right of the layouts is a section dedicated to widgets. Widgets are page components that can be added to the community page. Widgets are broken down into four categories focusing on content, places, people and miscellaneous other widgets. Each of these widgets can be dragged from the category area and dropped anywhere onto the community page. For a more comprehensive list of widgets and their features, visit the community manager’s help resource center on communities.cisco.com a. Quick Tips Decide on the Widgets You Need Building Up HTML When you first login to your new community, you will notice Some of the widgets that you run into will be HTML-based. that you have many choices on how to design your community. If you’re not familiar with HTML, check out the code snippet Just because you have a treasure of resources however, does library a to get started. This is found in the community not mean that you need to go overboard. Choose only the manager’s help resource center a on communities.cisco.com. widgets you need and start designing your community. From the basic paragraph tags to the more advanced table code, the library has everything you need to get started and create great content. 14 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 16. Cisco Community Playbook - Chapter 3: Building a Community Subject Matter Expert 3.2 Registration and Permissions C isco Communities are open to both guests and registered users. Registered Users Guest Users Registration and login leverages Cisco’s Single Sign On Guest users have limited access to the communities and process. Users who have a Cisco.com ID will be able to login depending on the particular community, may be unable to to the communities without having to create a new account. view, post or comment within the community. To take full advantage of the communities, it is encouraged that all users Registered users are categorized into one of four register. designations: ✔✔ Cisco employees and contractors have access to most public and private communities. SMEs and community managers typically fall into this category. ✔✔ Partners are Cisco partners. Partners have access to the Custom Permissions public and partner communities. Custom permissions can be set for communities. This is ✔✔ SMARTnet Users are customers who have registered for common for private communities such as user groups and the SMARTnet support service. They have access to the early adopter programs. public communities. ✔✔ Registered End Users are users who have registered but do not have one of the above three designations. They have access to the public communities. 15 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 17. Cisco Community Playbook - Chapter 3: Building a Community 3.3 Keep the Experience S.O.C.I.A.L. W hen creating the user experience for your community, it’s important to keep in mind that the experience needs to be S.O.C.I.A.L. In a community setting, it’s im- A community must be able to portant to have a brand presence grow with the needs and the size that is both open and transparent. of the audience. If you do not Be friendly with your audience. have the resources, a community Friendliness can be the difference cannot be maintained. between returning or idle users. lab le Ope ca n S Consistent Limitless Communities need to give people Community management re- the power to do what they can to quires commitment and con- get work done. Rules are okay, sistency. From editorial calen- but it is also important to give Ac v dars to regular check-ins with e ti people the power to do what they the community, it’s important ti v e t ui do best. to create a consistent social In ecosystem. Make sure your community members Communities can be difficult to navigate. Ensure can engage with your community by your community is intuitive to use and makes creating opportunities for users to be sense from a design perspective. Overloading active. Active members are more willing your community with widgets, for example, is not to come back and engage. a good way to design your community. Members will not want to return to a difficult to use com- munity. 16 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 18. Cisco Community Playbook - Chapter 3: Building a Community Subject Matter Expert 3.4 Workflows to Ensure Success C ommunities require a team effort to succeed. With a focus on meeting member needs while also promoting Cisco’s content, the team must be ready to respond to member-generated content in a quick and professional manner. Workflows have been developed to make the process as efficient as possible. Pre-Launch Recruit SMEs Set Expectations Develop Escalation Matrix For each main topic within the community, For the community manager, the pre-launch To make the workflow efficient, the one or more internal SMEs should be workflow includes setting expectations for community manager should build an recruited to help with the community’s both the SMEs and members upon launch. escalation matrix of their SMEs with all engagement. These SMEs should be In B2B communities, members expect their contact information prior to launch. SMEs prepared to answer the tougher questions questions to be answered. A general rule need to understand their role, but also that about Cisco products and services that are of thumb for the workflow is to allow two the community manager will handle many generated by the members. They should business days for community members to of the basic discussions by pointing the also consider being the featured expert for answer a question. Then, if there is no reply, member to content on Cisco.com, freeing their area and for “Ask the Expert” events a Cisco employee MUST answer or reply. the SMEs to handle only the more rigorous on their topic of expertise. discussions. Launch Leverage External SMEs Subscribe to Feeds The community manager should consider adding external Additionally, all SMEs and the community manager should utilize the community members who have demonstrated expertise within “Subscribe” feature for any discussions in which they participated to the community to the escalation matrix. In many cases, a private maintain the discussion if members continue to engage. message from the community manager will spur the external SME to step in and provide support for the team. (As a benefit, these external SMEs from the community should be recognized for their efforts.) By setting up clear workflows, the community manager not only demonstrates to the SMEs that the burden of support will not fall only on their shoulders, but that he/she will also handle the workload and recruit community members to help. This helps alleviate the main concern of internal SMEs: that they are required to handle all the content within a community. 17 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 19. Cisco Community Playbook - Chapter 3: Building a Community 3.5 Campaign Integration and Product Launches D ue to their interactive nature, communities are an excellent complementary asset to utilize in both Seeding Content Seed content related to the campaign or product launch to campaigns and product launches. There are relatively easy spur conversations for the audience who click through to your tactics to encourage your campaign or launch audiences to community from non-community assets. interact using your online community. Tactics include: Open Q&A Environment Ask the Expert Create an “Ask the Expert” event around your campaign or Develop your plans with your community to allow interested product launch featuring a senior level executive to attract the parties to learn more details, ask questions, attend online target audience to your community. events, etc. Landing Page Cross Promote Feature links to the community landing page in all campaign Build a landing page that focuses on discussions, materials (both online digital and offline print). documentation and video assets. It may be temporary, but you should save some of the content by moving it into the main community after the campaign or the product launch ends. Consistent Look and Feel Incorporate the look and feel, such as color palettes, tone and graphics of your campaign into the community to provide a common theme. 18 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 20. Cisco Community Playbook - Chapter 3: Building a Community 3.6 Promoting Communities via Social Media I t is important to promote your community using multiple platforms. Using social media is an excellent way to reach a broad audience. on topic with links that guide the follower/group member/ friend back to the community where they can read or contribute. Match the Content to the Channel Highlight Announcements The rise of social media sites like Twitter, YouTube, LinkedIn, One of the benefits of community membership can be access Facebook and Pinterest gives community managers another to announcements and events before they are public. Use new way to reach new members, engage with existing these opportunities to recruit new partners or members. members and drive engagement overall. The key is to use those sites where your audience (or potential audience) is Casual Users versus Invested Users active. For the B2B community, that means LinkedIn, Twitter, Research1 has shown that: YouTube and Facebook primarily. But each of these sites ✔✔ Casual users spend their time on third party sites such as has different uses for community and you should not simply Facebook, LinkedIn and Twitter syndicate your community content on each channel; rather, create content unique for each site. ✔✔ Invested users spend their time on branded company websites and communities Drive Back to the Community IT buyers begin their purchase journey reading commentary The objective in using social media with communities is to on social media sites. When they are ready to move forward increase the reach of your message to new audiences with in the purchase process, they will engage on your site. Smart the goal of driving them back to register and engage in the community managers understand and prepare for this. community. To do this, feature content that is interesting and The User Journey Users visit corporate Facebook pages for information, posts and dialogue with other followers; allows product users to collaborate globally. $ $ Home Base $ Cisco.com User can see what products Users follow Cisco and other and programs colleagues are industry leaders for updates, working on. links, and stories. _______________________ 1. Business to Business Social Marketing: Community and Social Media Influence on Revenue, Impact Interactions, September 12, 2011. 19 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 21. Cisco Community Playbook - Chapter 4: Engagement Subject Matter Expert Chapter 4: Engagement 4.1 How to Nurture a Healthy Community Defining Engagement Track Active Members For many teams, engagement is defined as robust comments Best practices for nurturing the engagement level within or discussion posts by members of the community. For a community fall back on metrics. Community managers others, it is the number of downloads of content. The key should look at the behavior metrics with a specific focus on to understanding engagement is to relate the activities or defining active members, then tracking these members as behaviors of members to the objectives of the community. a percentage of total visitors to the community. Depending upon the focus of the community and the definition of active Aligning Community Behavior members, the percentage should be approximately 10–12%.1 Once the team understands what activities and behaviors they Support communities are much higher due to the Q&A want to drive, there are tactics the team can use to meet their functionality of the community versus the longer discussions objectives. of a marketing or learning community. For example, in communities focused on discussions, the If the engagement level is lower than 12%, consider the community tactics would involve driving members to read following: or watch content on the site and then discuss it with other ✔✔ Are the Cisco community manager and SME actively members. This is the traditional message board or article participating in discussions? commenting model of community. The content spurs ✔✔ Are follow-up questions and polls being used to members to create additional content. stimulate the conversation? Community managers must have the support of SMEs to build ✔✔ Are community members looking for more technical upon existing conversations either by contributing content in support? If so, refer them to Cisco Support Communities. the discussions or by creating original content to start new ✔✔ Is the content stale or not inspiring conversations? conversations. It’s a fine line, however, between nurturing and creating. Dominate the conversations and the community becomes a Q&A site rather than a place where ideas are exchanged and discussed. Ignore Cisco’s role in building the correct behaviors, activities and conversations and the community becomes stale and uninhabited. _______________________ 1. Business to Business Social Marketing: Community and Social Media Influence on Revenue, Impact Interactions, September 12, 2011. 20 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 22. Cisco Community Playbook - Chapter 4: Engagement 4.2 Increasing Engagement Levels A focus on engagement is critical for the successful management of communities. At the beginning of But for marketing communities, we want user-generated content, not issue resolution. That requires asking for and the community, engagement is more reliant on the host responding to feedback instead of relying upon the platform’s company than on members. This is especially true with B2B rating features. communities. Over time as the community matures, members will begin to demonstrate more control over engagement Membership Recognition activities such as posting, commenting, helping each other Recognizing members for their activities in a public manner and acting as a resource for the community manager. But often results in them engaging at higher levels. Just as this doesn’t happen overnight and can often take years to importantly, there is a carry-over effect on other members. develop, so be patient. Membership recognition demonstrates that the voice and activities of members are very important to Cisco. To continue to elevate your engagement levels, the following tactics are recommended: Direct Contact Thought Leadership A community manager’s behind-the-scenes contacts with top members is an efficient way to drive additional engagement. In discussion-based communities, content that presents ideas By identifying and building relationships with top members and has an opinion provides members with an opportunity to over time, the community manager has a cadre of members engage whether they agree or disagree. to reach out to for additional content or to answer questions. This reduces the burden of work on internal SMEs while Writing Style demonstrating to the community at large that members have a Writing for community should be short, to the point and strong role to play in the community’s success. easy to understand. The more jargon that is used, the less members will engage. Sample Objectives There are other tactics as well, including seed posts, surveys Feedback on member interests, time sensitive events and polls. The Ask the user for feedback. In support communities, the use of ability to create conversation about specific member interests the checkbox to demonstrate the successful resolution of an will solidify the community dynamic. issue is a powerful feedback mechanism.   21 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 23. Cisco Community Playbook - Chapter 4: Engagement 4.3 Metrics and Engagement E ngagement is the result of matching your audience’s interests to relevant content. As such, it fluctuates during the life cycle of the community. To maintain an active community, it’s important to have a firm, agreed upon measurement strategy and run metrics on your community in order to make adjustments to enhance the community for your members. Metrics are accessed through your custom reports dashboard, which you receive as part of your community onboarding. Auditing a community means using both qualitative and quantitative metrics to understand how members are using the community and what they desire from the community. Qualitative Quantitative This data helps the community team understand the needs of Measuring behavior involves ratios. The five most popular the members in order to increase the value of the community: ratios for engagement in communities are: l Type of content that is consumed the most l Page views per member l Topics that are most popular l Active member ratio l Information that members are seeking l Contributor by feature l Preferred format for the information l Depth of Thread l Customer satisfaction with the community l Sharability 22 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 24. Cisco Community Playbook - Chapter 4: Engagement Subject Matter Expert 4.4 How to Manage the Troublemakers N ot all user engagement is positive. Effective community management teams understand this and are prepared to Pricing: The community team must set up guidelines for pricing. For example, is it okay to say that a product deal with criticism, negative user comments and other issues and installation costs “tens of thousands of dollars,” but that run afoul of community guidelines. The key is to have an not “$45,000”? There have been times in Cisco Support agreed upon plan for dealing with these situations congruent Community when a member quoted the price they were with how Cisco communicates with its members. given by a reseller for used equipment. However, the bigger question is whether or not you want pricing discussions The good news is that in B2B communities, the community to take place in your community. This is an area for the is generally positive. We don’t see the flame wars and community team to agree upon in advance, then enforce as personal attacks which happen regularly in consumer-based needed. (Note—this is different than advertising for selling communities. In the event that a situation like that breaks out, products. Advertising is not allowed and the post should be the best course of action is to remove the content and send deleted with a private message to the member.) a private message to the member requesting that they refrain from such behavior and tone in the community. The majority of issues arise around: Take A Moment Competitor product: The community team should not let Remember that people come to the community to the comment go unchecked. If the comparison is an apples seek information. Negative or critical content is a to oranges comparison, state it publicly. The best way to do part of the information that members seek. Do not so is to have an external community member comment, with simply remove critical commentary. Instead, treat it the second best option being an internal SME commenting. as an opportunity to correct falsehoods and present In most cases, members of the community will support this Cisco’s view as a counter to the criticism or negative exchange of ideas and comments as transparency in action. comments. This provides a necessary balance to The key for the community team is to not take the comments the community which is generally welcomed by as a personal attack. members. 23 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 25. Cisco Community Playbook - Chapter 4: Engagement 4.5 When to Retire a Community D espite best efforts, sometimes communities fail. Whether the members find more value on other social outlets or community prior to sending your members. Discuss with the community manager their philosophies, registration process if it was as simple as bad timing, it is not uncommon for a and any other factors that may impact your current user community to close. Warning signs include: base such as international members. If you sense this new community may be at any risk for closure, do not refer your ✔✔ An anemic community members. ✔✔ Slow to non-existent participation over several months If the new community proves viable, provide clear steps to ✔✔ Dwindling membership your user base on how to register or re-register, what they If your community is stagnant for 90 days, you will be can expect to find in the community and other relevant data. encouraged to close your community. To ensure a smooth Make the transition for them as smooth as possible. closure consider the following: Blogs and Newsletters Timing If there are blogs associated with your community, they can Give your members a two month warning prior to shutting help you communicate the transition plan. They can be an the community down. This gives members ample time to alternate destination for your members to continue to discuss migrate any data they feel is relevant and to retrieve any social relevant topics. You should also provide the members links connections. to relevant newsletters they can sign up for that cover similar topics. Communication User Content If possible, directly reach out to the power users or those members who will be directly impacted. Explain your Be precise about the migration plan for your community’s reasoning and provide a clear communication plan of where content. Give exact dates and URLs if it is to be migrated. relevant data will be migrated and how they can reach the old Third-Party Sites community manager if they have any questions. Reach out to site owners who are currently linked to your For all other users, post your communication plan on the community and ask them to remove or redirect their links. community home page and provide direction on where content will now be located, how to access it and, if Closing a community is not the end of the world. It does not appropriate, direct them to a relevant community where they mean that you shouldn’t try again in the future. In fact, you’ve can receive updated communications. probably learned some valuable lessons about your customer base and your community that will be beneficial to future New Community marketing and sales programs. In some instances you can migrate your members into another appropriate community. Properly vet this new 24 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 26. Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go Chapter 5: Ready to Start? Let’s Go 5.1 What Do I Do Now? Once you have determined a Cisco Community is right for your customer base, we have a defined process to start your community. 1. You will need to complete the Community Approval Request Form a. Once your request has been approved a confirmation email will be sent to you and the approving director to confirm the acceptance of the community request and begin the process. You will be required to complete a one-hour training session with a community manager and a technical project manager who will facilitate the community creation process. You will be invited to a bi-weekly call that covers community management best practices as well as technical issues of concern. 2. Review the Launch Planner. It will provide you a week to week breakdown of needed action items prior to launch. Congratulations on your decision to start a Cisco community. 25 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 27. Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go 5.2 Community Approval Request Form Sample Questions Fill out this form online at: http://cs.co/requestcommunity a. Be prepared to answer the questions below. 1. Indicate the Director/Sponsor. 2. Identify the business goals of the community. 3. Identify what metrics you will use to measure your success in reaching those goals. 4. Who is your target audience? 5. How large is your potential audience for this community? 6. Indicate community manager(s) name(s), job title and contact information. Note: A Community Manager is required—that person is responsible for organizing a content schedule, ensuring that contributions receive responses, etc. We recommend a team of 3–5 people who are responsible for drafting and posting content with an identified Community Owner. We also recommend at least three SMEs responsible for fielding comments/ questions for each theme/issue related to the Community Topic. 7. Identify the Community Topic and list 3–5 sample themes/issues that relate to the topic. 8. Is this related to a current topic on the Cisco Communities Platform? If so, why do you believe it should have its own discrete area (or sub-community)? 9. Include any information you have on existing topic communities (competitive/rivalry communities, related communities, etc.). 10. Why is the community important/relevant to Cisco, Cisco’s customers and other external audiences? 26 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 28. Cisco Community Playbook - Chapter 5: Ready to Start? Let’s Go 5.3 Launch Planner When What Who Week 1 Establish your community objectives: Who is your audience, Discuss plans with your manager and team. what is your content strategy and calendar, what resources will you appoint to team. Identify SME. Read Cisco Communities Playbook. Read, review and agree to Cisco’s Global Social Media Policy. Week 2 Fill out Community Approval Request Form. Submit to Cisco Communities team Week 3 Design your community and decide on widgets. Consult with the Cisco Communities team if widgets need to be customized to team’s needs. Develop content calendar. Review with manager and team. Week 4 Once the Community is set up on the platform, use a two Ask your manager, team and SME to participate. week closed beta or soft launch to test the functionality and Consult with social leads as well as Cisco Communities lead train your SMEs in the use of the community. if communications require management from their end. 1. Review the SME role and content requirements with your expert team 2. Ensure your team uses the beta to load content, check links and review all text for spelling and grammatical errors Week 4 Begin your outreach efforts by socializing the coming launch. Consult with social leads as well as Cisco Communities lead if communications require management from their end. 1. Add content to newsletters to the targeted audience announcing the new community and launch date 2. Post launch and teaser content on relevant Facebook, Twitter and Linked in pages Week Prior Email the internal team with project updates every two to Email the Cisco Communities team. to Launch three days prior to launch. A WebEx meeting updating the team and answering questions is an excellent way to keep everyone aligned and on track for delivery of their content. Week Prior Create spreadsheet for tracking metrics, top members and Consult with the Cisco Communities Team and request to Launch charting trends. access to Adobe SiteCatalyst, take SiteCatalyst training. Two-Days Seed content of interest into the forums two days prior to Work with social leads and team members to collaborate on Prior to launch to spur conversations for audience members. the appropriate content. Launch 1. Ensure that there is progress in new content development and that your content is on schedule 2. Review all content that will be on the site at launch Two-Days Reach out to your top potential members with a description Work with your main SMEs who will drive content as well as Prior to of the content that is available and let them visit early. (The the Cisco Communities Team. Launch idea is to allow these top potential members to get a head start and add content.) Week 6 Launch Use all your external social channels, blogs and internal communications to let organizations know about your community. 27 © 2012 Cisco and/or its affiliates. All rights reserved.
  • 29. © 2012 Cisco and/or its affiliates. All rights reserved. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this URL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. Version 1.02 12/12