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

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Enhancing Educational Opportunities at Live Events

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