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10   STEPS TO A THRIVING
     ONLINE COMMUNITY:
     PREPARATION, PROMOTION,
     AND ON-GOING CARE




                a publication of
INTRODUCTION
Your community is a great way to engage with customers to build                                                                                                                                 We know it can be daunting to start with a brand new community,
trust and loyalty, activate communities of advocates, and acquire                                                                                                                               so we’ve compiled some best practices that will help get you
new customers. Whether you’re using your community to deliver                                                                                                                                   started and encourage participation internally and externally.
self-service support, drive product innovation based on the                                                                                                                                     Follow these best practices to get your new community thriving,
feedback of your most engaged customers, or to spruce up your                                                                                                                                   or take a look at them to see which you could be implementing to
marketing pages with relevant customer conversations and praise                                                                                                                                 improve the health of your current one.
(or all of the above), we’re here to provide you with the tools and
resources to do so effectively.




                                                                                                                                                            Contents
                                  	          INTRODUCTION.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 1
                                      1    	 SHARE THE MISSION SO EVERYONE KNOWS WHAT YOU’RE TRYING TO ACHIEVE. . . . . . . . . . . 2
                                      2    	  STABLISH THE RULES OF ENGAGEMENT FOR EMPLOYEE PARTICIPATION .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 2
                                             E
                                      3    	 CREATE AND POST YOUR COMMUNITY GUIDELINES .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 2
                                      4    	  REPARE A PLAN TO PROMOTE THE COMMUNITY .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 3
                                             P
                                      5    	 PREPARE AND IMPLEMENT A SENTIMENT RESPONSE/NEGATIVITY PLAN .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 3
                                      6    	 LAUNCH AND BUILD YOUR COMMUNITY.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4
                                      7    	 ENGAGE AND CLOSE THE LOOP. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4
                                      8    	 CURATE YOUR COMMUNITY .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 5
                                      9    	 MEASURE YOUR COMMUNITY’S ROI .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 5
                                      10   	  ONITOR YOUR MEMBERS AND KEEP YOUR EYE OUT FOR ADVOCATES.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 6
                                             M

                                  	          NOW GET OUT THERE AND ENGAGE YOUR COMMUNITY! .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 6




                                                                                                                                                                                                                                         10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care                      1
1  SHARE THE MISSION SO EVERYONE KNOWS WHAT YOU’RE TRYING TO ACHIEVE.
Before getting started, it’s important that everyone is on the        determine what you should measure, what you should report on,
same page, and although there may be an understood common             and what success looks like.
vision, it’s important to explicitly document it, and define
                                                                        ❑❑ Define objective(s) with stakeholders and C-level executives.
measurable objectives. Explicitly stating the vision and mission
in the community will help establish and maintain consistency.          ❑❑ Define what “success” looks like (measurement).
Being clear about what the community’s objectives are will help         ❑❑ Establish buy-in on participation.


  2  ESTABLISH THE RULES OF ENGAGEMENT FOR EMPLOYEE PARTICIPATION.
Determine who is responsible for the community and assign roles       who are not responsible for the community but may chime in from
and tasks if appropriate. It is vitally important to stay on top of   time to time.
responding to, moderating, and curating content as it comes into
                                                                        ❑❑ Establish buy-in on who and how to participate.
your Community. Create internal “dos” and “don’ts” for employees
                                                                        ❑❑ Write down the rules.


  3      CREATE AND POST YOUR COMMUNITY GUIDELINES.
Be sure visitors to your community have access to a clear and           ❑❑ Create and post the Guidelines.
simple set of guidelines for participation in your community. You       Resources:
are welcome to point them to Get Satisfaction’s or create your own.     Community Guidelines Creation Tips: http://info.getsatisfaction.com/rs/
Once you launch, be sure to enforce them.                               getsatisfaction/images/community_guidelines_creation_tips.pdf

                                                                        Community Guidelines Sample: http://getsatisfaction.com/corp/help/
                                                                        community-guidelines




                                                                                  10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care   2
4      PREPARE A PLAN TO PROMOTE THE COMMUNITY.
Be sure to plan for a newsletter announcement to your mailing list,     ❑❑ Put a pre and post-launch promotion plan together, including:
a blog post, an update on your Facebook Page, an announcement             •	Awareness/access on your website, other static web assets
on Twitter and an announcement via any other communication                •	Outbound communication (newsletters, marketing campaigns),
                                                                             email signatures, and stand-alone announcements (e.g., on launch
channels you have with customers and prospects.                              day, every month for 6 months, etc.)

                                                                        Resource:
                                                                        Community Promotion Cheatsheet: http://info.getsatisfaction.com/rs/
                                                                        getsatisfaction/images/Community_Promotion_Cheatsheet.pdf



  5  PREPARE AND IMPLEMENT A SENTIMENT RESPONSE/NEGATIVITY PLAN
Put a plan together so you and everyone involved in the community          •	Appreciation. You are glad individuals are engaged and you
                                                                             appreciate all comments — that’s what makes a community real.
is responding in the most effective way to varying types of
                                                                           •	Negative diffuser statements. Include a couple sample
participant sentiment – both happy and sad, good and bad.                    “diffuser” statements so that the tone of your community stays
                                                                             positive.
  ❑❑ Create a sentiment-based communication guide to set a positive
     tone within your community. Some important items to highlight in   ❑❑ Complete and implement a Negativity Plan.
     the style guide are:                                               Resources:
    •	Listen. You want your community to know you are listening and     Negativity Plan Template: http://info.getsatisfaction.com/rs/getsatisfaction/
      understand what they are saying is important.                     images/GS Negativity Plan Template.pdf
    •	Empathy. You feel their pain or their joy. Recognize it.          Communication Style Tips: http://info.getsatisfaction.com/rs/getsatisfaction/
                                                                        images/community_styletips_cheatsheet.pdf




                                                                                  10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care   3
6       LAUNCH AND BUILD YOUR COMMUNITY.
Go out with a bang! Run a contest – maybe the first 10 “Idea” posts   ❑❑ Ensure community is seeded before launching.
get a prize? Or maybe the first 25 folks who ask a question get       ❑❑ Develop and execute a launch contest.
entered into a drawing. And be sure you’ve already seeded your        ❑❑ Continue to build your community with periodic contests and
community with some useful content so people aren’t arriving at an       newsletter announcements. Keep the momentum going!
empty party.                                                          Resource:
                                                                      http://info.getsatisfaction.com/rs/getsatisfaction/images/QuickStartChecklist_
                                                                      for_Admins.pdf



  7       ENGAGE AND CLOSE THE LOOP.
In the early days of your community, it’s important to give           ❑❑ Follow the guidelines (and appropriate style) when responding.
people the satisfaction of a quick response so that they view the     ❑❑ Be timely, and encourage potential champions to reply
community as an efficient and valuable resource. When responding,     ❑❑ Make sure to set the appropriate status.
be yourself and keep in mind that you’re relationship building
                                                                      ❑❑ Keep stakeholders apprised of what’s happening in the community
too — be friendly, empathetic and conversational. Remember to            – this will help create a customer-centric culture.
come back to close loops on topics that need further investigation
                                                                      Resource:
or additional resources.
                                                                      User Engagement Cheatsheet: http://info.getsatisfaction.com/rs/
                                                                      getsatisfaction/images/user_engagement_cheatsheet.pdf




                                                                                10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care   4
8       CURATE YOUR COMMUNITY
Like a gardener, tend to your community. Weed, fertilize, cross-       ❑❑ Create and follow your own curation guidelines (e.g., daily/weekly/
                                                                          monthly).
pollinate. Use the Topic Moderation Tools* to move SPAM, merge
duplicate content, archive topics that don’t have lasting value to     Resources:
others, close topics that don’t need additional replies, edit topic    Curation Guide: http://info.getsatisfaction.com/rs/getsatisfaction/images/
                                                                       gs_Community_Curation_Guide.pdf
titles so they’re clear and descriptive, set the status on topics
                                                                       Moderation Tools Cheatsheet: http://info.getsatisfaction.com/rs/getsatisfaction/
so community members know where you’re at with them, and
                                                                       images/Get_Satisfaction_Moderation_Tools_Cheat_Sheet.pdf
promote relevant employee replies as the Official Response.*
Keep topics organized by making sure they’re categorized properly
with relevant tags and product associations.



  9       MEASURE YOUR COMMUNITY’S ROI
Gather statistics for measuring and reporting via a variety of         ❑❑ Monitor Stats (and other metric sources, like Google Analytics) so
                                                                          you know how you’re doing.
resources depending on your plan. All plans have access to the
Management View which can be filtered by date range and exported       Resource:
into Excel for your own slicing and dicing of the content and          https://getsatisfaction.com/getsatisfaction/topics/webcast_measuring_success

attached data. Many plans have access to a basic Community Stats
page in their Admin section and can integrate their Google Analytics
account with their community. Enterprise plans can add on the
Community Health Analytics Dashboard powered by GoodData.

  ❑❑ Take a snapshot of your current support stats so you have a
     baseline for tracking conversions from other channels to your
     community.




                                                                                 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care   5
10      MONITOR YOUR MEMBERS AND KEEP YOUR EYE OUT FOR ADVOCATES
Keep your eye out for the members in your community who                    ❑❑ Create a Champions program  announce it.
are frequent posters and a positive force of good. If they’re              ❑❑ Monitor users and look for potential Champions.
knowledgeable about your products and services, helpful to other           Resources:
community members and evangelists for your brand, reward them              https://getsatisfaction.com/getsatisfaction/topics/webcast_building_advocates
with a “Champs” badge.* Community champions (advocates)                    Champions Program Template: http://info.getsatisfaction.com/rs/
contribute to an engaged and thriving environment while also taking        getsatisfaction/images/champs_program_template.pdf
some of the load off the official employees.



NOW GET OUT THERE AND ENGAGE YOUR COMMUNITY!
There you have it. Take advantage of the wisdom of communities           authentic and providing them with honest, transparent information.
that have come before you to create a healthy, lively community          Treat them that way (and empower all of your community
that you can leverage for support, innovation, and marketing             managers to do the same), and you will earn their loyalty and trust
content. Remember, your customers can tell when you’re being             in return. Yes, it’s really that simple.


  Interested in learning more about how a Get Satisfaction customer community can help you acquire
        more customers, drive product innovation, and deliver excellent, low-cost social support?
                                                            877-339-3997
                                                   to schedule a demo, or visit us at
                                               https://getsatisfaction.com/corp/solutions/index




                                                                                     10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care   6

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10 Steps To A Thriving Online Community: Preparation, Promotion, And On-Going Care

  • 1. 10 STEPS TO A THRIVING ONLINE COMMUNITY: PREPARATION, PROMOTION, AND ON-GOING CARE a publication of
  • 2. INTRODUCTION Your community is a great way to engage with customers to build We know it can be daunting to start with a brand new community, trust and loyalty, activate communities of advocates, and acquire so we’ve compiled some best practices that will help get you new customers. Whether you’re using your community to deliver started and encourage participation internally and externally. self-service support, drive product innovation based on the Follow these best practices to get your new community thriving, feedback of your most engaged customers, or to spruce up your or take a look at them to see which you could be implementing to marketing pages with relevant customer conversations and praise improve the health of your current one. (or all of the above), we’re here to provide you with the tools and resources to do so effectively. Contents INTRODUCTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 SHARE THE MISSION SO EVERYONE KNOWS WHAT YOU’RE TRYING TO ACHIEVE. . . . . . . . . . . 2 2 STABLISH THE RULES OF ENGAGEMENT FOR EMPLOYEE PARTICIPATION . . . . . . . . . . . . . . . . . . . 2 E 3 CREATE AND POST YOUR COMMUNITY GUIDELINES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 4 REPARE A PLAN TO PROMOTE THE COMMUNITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 P 5 PREPARE AND IMPLEMENT A SENTIMENT RESPONSE/NEGATIVITY PLAN . . . . . . . . . . . . . . . . . . . . 3 6 LAUNCH AND BUILD YOUR COMMUNITY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 7 ENGAGE AND CLOSE THE LOOP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 8 CURATE YOUR COMMUNITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 9 MEASURE YOUR COMMUNITY’S ROI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 10 ONITOR YOUR MEMBERS AND KEEP YOUR EYE OUT FOR ADVOCATES. . . . . . . . . . . . . . . . . . . . . . . 6 M NOW GET OUT THERE AND ENGAGE YOUR COMMUNITY! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 1
  • 3. 1  SHARE THE MISSION SO EVERYONE KNOWS WHAT YOU’RE TRYING TO ACHIEVE. Before getting started, it’s important that everyone is on the determine what you should measure, what you should report on, same page, and although there may be an understood common and what success looks like. vision, it’s important to explicitly document it, and define ❑❑ Define objective(s) with stakeholders and C-level executives. measurable objectives. Explicitly stating the vision and mission in the community will help establish and maintain consistency. ❑❑ Define what “success” looks like (measurement). Being clear about what the community’s objectives are will help ❑❑ Establish buy-in on participation. 2  ESTABLISH THE RULES OF ENGAGEMENT FOR EMPLOYEE PARTICIPATION. Determine who is responsible for the community and assign roles who are not responsible for the community but may chime in from and tasks if appropriate. It is vitally important to stay on top of time to time. responding to, moderating, and curating content as it comes into ❑❑ Establish buy-in on who and how to participate. your Community. Create internal “dos” and “don’ts” for employees ❑❑ Write down the rules. 3  CREATE AND POST YOUR COMMUNITY GUIDELINES. Be sure visitors to your community have access to a clear and ❑❑ Create and post the Guidelines. simple set of guidelines for participation in your community. You Resources: are welcome to point them to Get Satisfaction’s or create your own. Community Guidelines Creation Tips: http://info.getsatisfaction.com/rs/ Once you launch, be sure to enforce them. getsatisfaction/images/community_guidelines_creation_tips.pdf Community Guidelines Sample: http://getsatisfaction.com/corp/help/ community-guidelines 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 2
  • 4. 4  PREPARE A PLAN TO PROMOTE THE COMMUNITY. Be sure to plan for a newsletter announcement to your mailing list, ❑❑ Put a pre and post-launch promotion plan together, including: a blog post, an update on your Facebook Page, an announcement • Awareness/access on your website, other static web assets on Twitter and an announcement via any other communication • Outbound communication (newsletters, marketing campaigns), email signatures, and stand-alone announcements (e.g., on launch channels you have with customers and prospects. day, every month for 6 months, etc.) Resource: Community Promotion Cheatsheet: http://info.getsatisfaction.com/rs/ getsatisfaction/images/Community_Promotion_Cheatsheet.pdf 5  PREPARE AND IMPLEMENT A SENTIMENT RESPONSE/NEGATIVITY PLAN Put a plan together so you and everyone involved in the community • Appreciation. You are glad individuals are engaged and you appreciate all comments — that’s what makes a community real. is responding in the most effective way to varying types of • Negative diffuser statements. Include a couple sample participant sentiment – both happy and sad, good and bad. “diffuser” statements so that the tone of your community stays positive. ❑❑ Create a sentiment-based communication guide to set a positive tone within your community. Some important items to highlight in ❑❑ Complete and implement a Negativity Plan. the style guide are: Resources: • Listen. You want your community to know you are listening and Negativity Plan Template: http://info.getsatisfaction.com/rs/getsatisfaction/ understand what they are saying is important. images/GS Negativity Plan Template.pdf • Empathy. You feel their pain or their joy. Recognize it. Communication Style Tips: http://info.getsatisfaction.com/rs/getsatisfaction/ images/community_styletips_cheatsheet.pdf 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 3
  • 5. 6   LAUNCH AND BUILD YOUR COMMUNITY. Go out with a bang! Run a contest – maybe the first 10 “Idea” posts ❑❑ Ensure community is seeded before launching. get a prize? Or maybe the first 25 folks who ask a question get ❑❑ Develop and execute a launch contest. entered into a drawing. And be sure you’ve already seeded your ❑❑ Continue to build your community with periodic contests and community with some useful content so people aren’t arriving at an newsletter announcements. Keep the momentum going! empty party. Resource: http://info.getsatisfaction.com/rs/getsatisfaction/images/QuickStartChecklist_ for_Admins.pdf 7   ENGAGE AND CLOSE THE LOOP. In the early days of your community, it’s important to give ❑❑ Follow the guidelines (and appropriate style) when responding. people the satisfaction of a quick response so that they view the ❑❑ Be timely, and encourage potential champions to reply community as an efficient and valuable resource. When responding, ❑❑ Make sure to set the appropriate status. be yourself and keep in mind that you’re relationship building ❑❑ Keep stakeholders apprised of what’s happening in the community too — be friendly, empathetic and conversational. Remember to – this will help create a customer-centric culture. come back to close loops on topics that need further investigation Resource: or additional resources. User Engagement Cheatsheet: http://info.getsatisfaction.com/rs/ getsatisfaction/images/user_engagement_cheatsheet.pdf 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 4
  • 6. 8   CURATE YOUR COMMUNITY Like a gardener, tend to your community. Weed, fertilize, cross- ❑❑ Create and follow your own curation guidelines (e.g., daily/weekly/ monthly). pollinate. Use the Topic Moderation Tools* to move SPAM, merge duplicate content, archive topics that don’t have lasting value to Resources: others, close topics that don’t need additional replies, edit topic Curation Guide: http://info.getsatisfaction.com/rs/getsatisfaction/images/ gs_Community_Curation_Guide.pdf titles so they’re clear and descriptive, set the status on topics Moderation Tools Cheatsheet: http://info.getsatisfaction.com/rs/getsatisfaction/ so community members know where you’re at with them, and images/Get_Satisfaction_Moderation_Tools_Cheat_Sheet.pdf promote relevant employee replies as the Official Response.* Keep topics organized by making sure they’re categorized properly with relevant tags and product associations. 9   MEASURE YOUR COMMUNITY’S ROI Gather statistics for measuring and reporting via a variety of ❑❑ Monitor Stats (and other metric sources, like Google Analytics) so you know how you’re doing. resources depending on your plan. All plans have access to the Management View which can be filtered by date range and exported Resource: into Excel for your own slicing and dicing of the content and https://getsatisfaction.com/getsatisfaction/topics/webcast_measuring_success attached data. Many plans have access to a basic Community Stats page in their Admin section and can integrate their Google Analytics account with their community. Enterprise plans can add on the Community Health Analytics Dashboard powered by GoodData. ❑❑ Take a snapshot of your current support stats so you have a baseline for tracking conversions from other channels to your community. 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 5
  • 7. 10  MONITOR YOUR MEMBERS AND KEEP YOUR EYE OUT FOR ADVOCATES Keep your eye out for the members in your community who ❑❑ Create a Champions program announce it. are frequent posters and a positive force of good. If they’re ❑❑ Monitor users and look for potential Champions. knowledgeable about your products and services, helpful to other Resources: community members and evangelists for your brand, reward them https://getsatisfaction.com/getsatisfaction/topics/webcast_building_advocates with a “Champs” badge.* Community champions (advocates) Champions Program Template: http://info.getsatisfaction.com/rs/ contribute to an engaged and thriving environment while also taking getsatisfaction/images/champs_program_template.pdf some of the load off the official employees. NOW GET OUT THERE AND ENGAGE YOUR COMMUNITY! There you have it. Take advantage of the wisdom of communities authentic and providing them with honest, transparent information. that have come before you to create a healthy, lively community Treat them that way (and empower all of your community that you can leverage for support, innovation, and marketing managers to do the same), and you will earn their loyalty and trust content. Remember, your customers can tell when you’re being in return. Yes, it’s really that simple. Interested in learning more about how a Get Satisfaction customer community can help you acquire more customers, drive product innovation, and deliver excellent, low-cost social support? 877-339-3997 to schedule a demo, or visit us at https://getsatisfaction.com/corp/solutions/index 10 STEPS TO A THRIVING ONLINE COMMUNITY: Preparation, Promotion and On-Going Care 6