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TUG Member Engagement
Jen Shepherd
Madison TUG
Facilitated by User Group Ambassadors:
Ethan Lang
Veterans Advocacy TUG
Suggestions and Ideas
● Put yourself in your audience’s shoes, ask yourself these questions:
○ What am I going to get out of this?
○ Is this content interesting to me?
○ Is arriving (or signing on virtually) to the event easy and hassle-free?
● Be predictable
○ Set a regular cadence for events or try to plan out the year in advance
○ Create a calendar viz and share that with your audience (I think Bevy has
this natively).
○ Same weekday and/or time
● Advertise!
○ Promote your event on Twitter and LinkedIn
○ Promote your event on Twitter and LinkedIn
○ Promote your event on Twitter and LinkedIn… Not a Typo advertise your
stuff, tag regular attendees and speakers, get people excited.
Suggestions and Ideas
Offer opportunities for socializing/meeting others outside of regular meetings
Happy hours
Community volunteering
Board game after-parties
Help people meet each other during meetings
Name tags with employer name
Birds of a feather (in-person)
Breakout rooms (virtual)
Include engaging activities in every meeting
Audience polls
“This or That”
Finding & Gaining Members
Finding & Gaining Members
Ask attendees to spread the word, bring a coworker
Post from your own social media accounts too
Tell your friends
Cold-call employers & colleges in your area?
Search for your town/state on Tableau Public
Offer appealing meeting agendas
Be welcoming to newbies
Finding & Gaining Members
● Open up your network
○ Each event opens up your TUG to the speaker’s network. Tag them on social and
their network will see the posts
○ Explore new social platforms or forums (Twitter, LinkedIn, TikTok, etc.)
○ Look for fresh speakers (Tableau Next cohort, Ambassadors, Visionaries, Rockstars
in your area)
● Celebrate your Community
○ Look for opportunities to highlight folks’ work in your area at your event and/or
on social
○ Explore VOTD recipients and invite them to present for 10 min before your
primary content
○ Focus on uplifting others. (Remember: what’s in it for me)
● Try several event types
○ Virtual, Hybrid, and In-person
○ Mix up times and dates every so often
Discussion Ideas- Recruitment
How does your membership count in Bevy compare to Splash?
How are you gaining new/ returning members to Bevy?
Social media platforms and strategies?
Word of mouth?
Announcements at pre-transition events?
Email?
Are lower attendance counts the ‘new normal?’
Retaining Members
Retaining Members
● Constant communication
○ Interact with your audience on social
○ Have your audience join you on Slack
○ Create custom emails to engage your audience (surveys, call for speakers, event
reminders)
● Stay relevant
○ If you have a longer cadence between events, make sure you find ways to engage
between events
● Utilize Bevy to its fullest
○ Look at its analytics
○ Review your members list (Are you gaining? Are people unsubscribing?)
○ Record your events and post them to the event and to YouTube
Retaining Members
Offer varied meeting content - by level and topic, presenters
Giveaways/swag
Meet unmet needs (professional development, latest features, etc.)
Be consistent and genuine
Follow up after each meeting - social media, recording, recap email, etc.
Discussion Ideas - Retention
Are you retaining the same members across meetings?
Are most of your members local?
What keeps your members coming back?
Do you administer satisfaction/evaluation surveys?

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TUG Member Engagement

  • 1. TUG Member Engagement Jen Shepherd Madison TUG Facilitated by User Group Ambassadors: Ethan Lang Veterans Advocacy TUG
  • 2. Suggestions and Ideas ● Put yourself in your audience’s shoes, ask yourself these questions: ○ What am I going to get out of this? ○ Is this content interesting to me? ○ Is arriving (or signing on virtually) to the event easy and hassle-free? ● Be predictable ○ Set a regular cadence for events or try to plan out the year in advance ○ Create a calendar viz and share that with your audience (I think Bevy has this natively). ○ Same weekday and/or time ● Advertise! ○ Promote your event on Twitter and LinkedIn ○ Promote your event on Twitter and LinkedIn ○ Promote your event on Twitter and LinkedIn… Not a Typo advertise your stuff, tag regular attendees and speakers, get people excited.
  • 3. Suggestions and Ideas Offer opportunities for socializing/meeting others outside of regular meetings Happy hours Community volunteering Board game after-parties Help people meet each other during meetings Name tags with employer name Birds of a feather (in-person) Breakout rooms (virtual) Include engaging activities in every meeting Audience polls “This or That”
  • 5. Finding & Gaining Members Ask attendees to spread the word, bring a coworker Post from your own social media accounts too Tell your friends Cold-call employers & colleges in your area? Search for your town/state on Tableau Public Offer appealing meeting agendas Be welcoming to newbies
  • 6. Finding & Gaining Members ● Open up your network ○ Each event opens up your TUG to the speaker’s network. Tag them on social and their network will see the posts ○ Explore new social platforms or forums (Twitter, LinkedIn, TikTok, etc.) ○ Look for fresh speakers (Tableau Next cohort, Ambassadors, Visionaries, Rockstars in your area) ● Celebrate your Community ○ Look for opportunities to highlight folks’ work in your area at your event and/or on social ○ Explore VOTD recipients and invite them to present for 10 min before your primary content ○ Focus on uplifting others. (Remember: what’s in it for me) ● Try several event types ○ Virtual, Hybrid, and In-person ○ Mix up times and dates every so often
  • 7. Discussion Ideas- Recruitment How does your membership count in Bevy compare to Splash? How are you gaining new/ returning members to Bevy? Social media platforms and strategies? Word of mouth? Announcements at pre-transition events? Email? Are lower attendance counts the ‘new normal?’
  • 9. Retaining Members ● Constant communication ○ Interact with your audience on social ○ Have your audience join you on Slack ○ Create custom emails to engage your audience (surveys, call for speakers, event reminders) ● Stay relevant ○ If you have a longer cadence between events, make sure you find ways to engage between events ● Utilize Bevy to its fullest ○ Look at its analytics ○ Review your members list (Are you gaining? Are people unsubscribing?) ○ Record your events and post them to the event and to YouTube
  • 10. Retaining Members Offer varied meeting content - by level and topic, presenters Giveaways/swag Meet unmet needs (professional development, latest features, etc.) Be consistent and genuine Follow up after each meeting - social media, recording, recap email, etc.
  • 11. Discussion Ideas - Retention Are you retaining the same members across meetings? Are most of your members local? What keeps your members coming back? Do you administer satisfaction/evaluation surveys?