Authored by Taylor Waldon
So, you’re launching a new software product. Where do you start onboarding new users? Who do you target?
My suggestion is to build your developer community first, then market to the masses… no matter your ideal end-user.
Here’s why and how to get your own developer community started.
Putting ego aside, developers are often the best people to catch mistakes other developers make. They’re also ideal to help onboard less tech-savvy users down the road.
The reason to gain the support of developers first, is to improve your product before regular users get the opportunity to break it. We all want to hope our MVP (minimum viable product) will come out flaw-free, but the truth is that it usually doesn’t. Offering a beta testing program is a wonderful way to create a developer community surrounding your product that could produce long-term brand ambassadors.
Second, having a developer community can deflect a chunk of work from support later on. Usually having a large amount of everyday users results in a lot of questions. Your developer community can alleviate this work through:
Targeting developers isn’t quite as simple as most marketing techniques. Developers are picky and each is motivated by varying factors. The key is to make sure you know which kind of developer you want in your community. Then, create a developer program with the right pillars to meet your goals and theirs.
Once you have those two things in place, “hang out” where your ideal developers are. Sponsor their favorite conferences, podcasts, and blogs. You can also run ads to targeted channels and through social media platforms, but I would recommend more community-oriented advertising.
Developers are a very marketing-wary community. Gaining their trust requires a specific three-step model:
Your developer community is worth the investment. They’ll be the ones there to help you improve your product and support your users when you need it most. You can always hire more help, but a developer community is irreplaceable for product feedback, brand-building, and community support.
Devocate is here to help if you want to launch a strong developer community around your product. You can view our developer community strategy deliverable to learn more about hiring our team to help you establish your developer community.
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Include everything down to the simplest questions."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"ee7e046911ee","_type":"block","children":[{"_key":"ee7e046911ee0","_type":"span","marks":["strong"],"text":"Open Community Forums"},{"_key":"ee7e046911ee1","_type":"span","marks":[],"text":": Invite your developers to become moderators or designated experts on your products in open community support forums."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"9a11f5497b21","_type":"block","children":[{"_key":"9a11f5497b210","_type":"span","marks":["strong"],"text":"Find Your Developer Community"}],"markDefs":[],"style":"h2"},{"_key":"fc7a5606ca21","_type":"block","children":[{"_key":"fc7a5606ca210","_type":"span","marks":[],"text":"Targeting developers isn’t quite as simple as most marketing techniques. 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You can also run ads to targeted channels and through social media platforms, but I would recommend more community-oriented advertising."}],"markDefs":[{"_key":"e494eb707791","_type":"link","href":"__GHOST_URL__/where-developers-blog/"}],"style":"normal"},{"_key":"1cc509dad525","_type":"block","children":[{"_key":"1cc509dad5250","_type":"span","marks":[],"text":"Developers are a very marketing-wary community. 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You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. We were hoping to narrow our focus a bit more, so we’ll click the + "},{"_key":"fd4a96283a94","_type":"span","marks":["strong"],"text":"Add filter"},{"_key":"a96fa86bd8e8","_type":"span","marks":[],"text":" button and add a filter to identify accounts with activity in the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"27e2c87de8a4","_type":"mainImage","asset":{"_ref":"image-812119e786b7b8d00983975c4e7f1216070f0f98-2160x486-png","_type":"reference"},"caption":"Filter organizations by activity level"},{"_key":"e64843e56df6","_type":"block","children":[{"_key":"ec8bea1230e2","_type":"span","marks":[],"text":"This narrows our account selection to the sweet spot we were looking for — a couple of dozen accounts! Now, we’ll want to turn this filter into a "},{"_key":"6f1917c8b2d6","_type":"span","marks":["33509fb7516f"],"text":"Segment"},{"_key":"5379c78fb695","_type":"span","marks":[],"text":" that we can use to inform target account selection in tools like our CRM or an ad platform."}],"markDefs":[{"_key":"33509fb7516f","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"f9e03f5d1d5e","_type":"block","children":[{"_key":"fb1726b3ac210","_type":"span","marks":["strong"],"text":"Note: "},{"_key":"f68f02239536","_type":"span","marks":[],"text":"“Segments” is Common Room speak that refers to the functionality allowing you to create contact cohorts."}],"markDefs":[],"style":"callout"},{"_key":"f025d82a9409","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Filter results by active date range"},{"_key":"0dad931dafbf","_type":"anchor","label":"Step 4: Create a segment"},{"_key":"f4c97eed81b1","_type":"block","children":[{"_key":"63ee0cc602d2","_type":"span","marks":[],"text":"Step 4: Create a segment of active accounts that fit our criteria"}],"markDefs":[],"style":"h3"},{"_key":"a2404ed7e46d","_type":"block","children":[{"_key":"62b6b3740e7d0","_type":"span","marks":[],"text":"Remembering our target account criteria — 50+ employees, $50M in revenue, active in the last 28 days — we’ll head over to the "},{"_key":"62b6b3740e7d1","_type":"span","marks":["4392a5b67a72"],"text":"Segments"},{"_key":"62b6b3740e7d2","_type":"span","marks":[],"text":" menu item to build our evergreen target account list."}],"markDefs":[{"_key":"4392a5b67a72","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"9dfb86226a99","_type":"block","children":[{"_key":"586c5867d72d0","_type":"span","marks":[],"text":"We’ll click the "},{"_key":"c257ed4dfd4b","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"b5918924a82d","_type":"span","marks":[],"text":" button and give our segment a name and description."}],"markDefs":[],"style":"normal"},{"_key":"e32d27115532","_type":"mainImage","asset":{"_ref":"image-7f0ce04445b6ce0524f539ea93f0ef5b9e415f30-2932x1832-png","_type":"reference"},"caption":"Name and create a segment"},{"_key":"aaaba2bf4ae0","_type":"block","children":[{"_key":"fdf24e8d7107","_type":"span","marks":[],"text":"Then, click the "},{"_key":"f81e908591f0","_type":"span","marks":["strong"],"text":"+ Add contacts"},{"_key":"1a3fc0c2a0d2","_type":"span","marks":[],"text":" button and select "},{"_key":"d187cc540e0b","_type":"span","marks":["strong"],"text":"Auto add contacts"},{"_key":"7a76fcd0e531","_type":"span","marks":[],"text":" from the dropdown. This is where we will set the criteria to auto-add/remove organizations to our target account list."}],"markDefs":[],"style":"normal"},{"_key":"b037a06e9d9b","_type":"mainImage","alt":"Automatically add/remove contacts from segments","asset":{"_ref":"image-70cdd241f1338bf04d7159e9d2b71d810f68fdf7-544x376-png","_type":"reference"},"caption":"Automatically add/remove contacts from segments"},{"_key":"8403726b37e6","_type":"block","children":[{"_key":"b527554043ce","_type":"span","marks":[],"text":"Click the "},{"_key":"e57b227904ee","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"aef794e788cd","_type":"span","marks":[],"text":" button and add filters accordingly. Here we can also choose to apply inverse filters from our "},{"_key":"4d6dbd4f86aa","_type":"span","marks":["strong"],"text":"Auto add"},{"_key":"c58e65dd9ad8","_type":"span","marks":[],"text":" criteria so that our target account list remains evergreen (i.e., if there's no contact activity from an organization after 28 days, that organization will be removed from our segment). And be sure to click "},{"_key":"6d2da3ed064b","_type":"span","marks":["strong"],"text":"Save!"}],"markDefs":[],"style":"normal"},{"_key":"1049c4b63440","_type":"mainImage","asset":{"_ref":"image-3cd2c611817ad6cd031f9ea1d39dec2725d3d7a0-2932x1832-png","_type":"reference"},"caption":"Set your criteria to auto-add/remove contact of a segment"},{"_key":"e25e14b82c45","_type":"block","children":[{"_key":"4ce3581534c5","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b2f2a86cbc82","_type":"span","marks":[],"text":" It will likely take a few minutes for your segment to populate. You'll see a notification like 👇 while your new segment populates."}],"markDefs":[],"style":"callout"},{"_key":"36d009fd9554","_type":"mainImage","alt":"member configs","asset":{"_ref":"image-69b4a16a873d31e7ce91add98b08545848a48f14-1702x136-png","_type":"reference"}},{"_key":"69a1e226a20c","_type":"block","children":[{"_key":"b1894e26701e0","_type":"span","marks":["strong"],"text":"Bonus step: "},{"_key":"0a1868a0f2c7","_type":"span","marks":[],"text":"Auto-tag organizations by setting up a workflow."}],"markDefs":[],"style":"h4"},{"_key":"8b5380186d55","_type":"block","children":[{"_key":"812927712a080","_type":"span","marks":[],"text":"In Common Room, you can "},{"_key":"812927712a081","_type":"span","marks":["bea0a155234a"],"text":"create workflows"},{"_key":"812927712a082","_type":"span","marks":[],"text":" that automatically add "},{"_key":"5f5f353fdf68","_type":"span","marks":["strong"],"text":"tags"},{"_key":"622f36896a30","_type":"span","marks":[],"text":" to organizations, contacts, and activities."}],"markDefs":[{"_key":"bea0a155234a","_type":"link","href":"https://docs.commonroom.io/using-common-room/workflows"}],"style":"normal"},{"_key":"ee931ebb11c0","_type":"block","children":[{"_key":"698f42b993510","_type":"span","marks":[],"text":"We can head to the "},{"_key":"9ea7fd66ba80","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"7293f35cd801","_type":"span","marks":[],"text":" menu and add an "},{"_key":"2cd84a445bd8","_type":"span","marks":["strong"],"text":"ICP"},{"_key":"a5f92da47b04","_type":"span","marks":[],"text":" (ideal customer profile) tag to qualifying accounts."}],"markDefs":[],"style":"normal"},{"_key":"11780cfbf21d","_type":"mainImage","asset":{"_ref":"image-74b4f86a49aaeec8684f25bb16e46b787f94550b-2932x1832-png","_type":"reference"},"caption":"Select a workflow template to “tag an organization”"},{"_key":"0e65b0db2dbb","_type":"block","children":[{"_key":"c5992a65395c0","_type":"span","marks":[],"text":"From here, we'll see a workflow canvas. We'll set ICP criteria for organizations with 50+ employees, annual revenue of $50M+, and select relevant industries. Then, we'll set our tagging criteria and run this workflow daily."}],"markDefs":[],"style":"normal"},{"_key":"5ea2930b20a7","_type":"mainImage","asset":{"_ref":"image-323f96f71a503d3cdfa2d569d9a22aeeaa8c073b-2932x1832-png","_type":"reference"},"caption":"Tag an organization with an automated workflow"},{"_key":"d50f3fa24340","_type":"block","children":[{"_key":"5fb4e92010ee","_type":"span","marks":[],"text":"Click "},{"_key":"c518d1c5dab8","_type":"span","marks":["strong"],"text":"Save"},{"_key":"9463c5e8d82b","_type":"span","marks":[],"text":" and toggle to turn on your tagging workflow. And voila! Your newly created tag will be added to organizations."}],"markDefs":[],"style":"normal"},{"_key":"938ce059ac9b","_type":"workflowReference","workflow":{"_ref":"d4498aed-2f7e-429a-b470-7a04d7058055","_type":"reference"}},{"_key":"507d5dc6209e","_type":"anchor","label":"Step 5: Take action with targets"},{"_key":"d7e500369977","_type":"block","children":[{"_key":"d54e9d9a84a7","_type":"span","marks":[],"text":"Step 5: Take action and engage with your new target accounts"}],"markDefs":[],"style":"h3"},{"_key":"341175e4356a","_type":"block","children":[{"_key":"e0e034fd13b4","_type":"span","marks":[],"text":"Within your new segment, you can toggle to the "},{"_key":"f81728c4714b","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"257205a79bae","_type":"span","marks":[],"text":" tab and see a table of organizations qualifying for your target account criteria."}],"markDefs":[],"style":"normal"},{"_key":"cb169baaa045","_type":"block","children":[{"_key":"9fb992a856c70","_type":"span","marks":[],"text":"From here, it’s up to you what to do with your new list of target accounts. 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So, you’re launching a new software product. Where do you start onboarding new users? Who do you target?
My suggestion is to build your developer community first, then market to the masses… no matter your ideal end-user.
Here’s why and how to get your own developer community started.
Putting ego aside, developers are often the best people to catch mistakes other developers make. They’re also ideal to help onboard less tech-savvy users down the road.
The reason to gain the support of developers first, is to improve your product before regular users get the opportunity to break it. We all want to hope our MVP (minimum viable product) will come out flaw-free, but the truth is that it usually doesn’t. Offering a beta testing program is a wonderful way to create a developer community surrounding your product that could produce long-term brand ambassadors.
Second, having a developer community can deflect a chunk of work from support later on. Usually having a large amount of everyday users results in a lot of questions. Your developer community can alleviate this work through:
Targeting developers isn’t quite as simple as most marketing techniques. Developers are picky and each is motivated by varying factors. The key is to make sure you know which kind of developer you want in your community. Then, create a developer program with the right pillars to meet your goals and theirs.
Once you have those two things in place, “hang out” where your ideal developers are. Sponsor their favorite conferences, podcasts, and blogs. You can also run ads to targeted channels and through social media platforms, but I would recommend more community-oriented advertising.
Developers are a very marketing-wary community. Gaining their trust requires a specific three-step model:
Your developer community is worth the investment. They’ll be the ones there to help you improve your product and support your users when you need it most. You can always hire more help, but a developer community is irreplaceable for product feedback, brand-building, and community support.
Devocate is here to help if you want to launch a strong developer community around your product. You can view our developer community strategy deliverable to learn more about hiring our team to help you establish your developer community.
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You can also run ads to targeted channels and through social media platforms, but I would recommend more community-oriented advertising."}],"markDefs":[{"_key":"e494eb707791","_type":"link","href":"__GHOST_URL__/where-developers-blog/"}],"style":"normal"},{"_key":"1cc509dad525","_type":"block","children":[{"_key":"1cc509dad5250","_type":"span","marks":[],"text":"Developers are a very marketing-wary community. 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Sponsorships and community-supporting efforts help build this trust while boosting brand recognition."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"0cff0ba08446","_type":"block","children":[{"_key":"0cff0ba084460","_type":"span","marks":["strong"],"text":"Provide a Value"},{"_key":"0cff0ba084461","_type":"span","marks":[],"text":": What can you offer that your target audience might find value in? Go back to the "},{"_key":"0cff0ba084462","_type":"span","marks":["5e83e65f9f1a"],"text":"developer personas"},{"_key":"0cff0ba084463","_type":"span","marks":[],"text":" and use their motivations to think of incentives for joining your developer community."}],"level":1,"listItem":"number","markDefs":[{"_key":"5e83e65f9f1a","_type":"link","href":"__GHOST_URL__/developer-personas-driven-by-motivation/"}],"style":"normal"},{"_key":"fa7df9613172","_type":"block","children":[{"_key":"fa7df96131720","_type":"span","marks":["strong"],"text":"Make the Ask"},{"_key":"fa7df96131721","_type":"span","marks":[],"text":": This is where you meet your own goals. What do you need back from your developers? Documentation? Product feedback? Community support forum responses?"}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"d85de6daec31","_type":"block","children":[{"_key":"d85de6daec310","_type":"span","marks":[],"text":"Your developer community is worth the investment. They’ll be the ones there to help you improve your product and support your users when you need it most. You can always hire more help, but a developer community is irreplaceable for product feedback, brand-building, and community support."}],"markDefs":[],"style":"normal"},{"_key":"26f265de2e1b","_type":"block","children":[{"_key":"26f265de2e1b0","_type":"span","marks":["strong"],"text":"Let’s Launch Your Developer Community Together"}],"markDefs":[],"style":"h2"},{"_key":"9ee3b6dc7adc","_type":"block","children":[{"_key":"9ee3b6dc7adc0","_type":"span","marks":[],"text":"Devocate is here to help if you want to launch a strong developer community around your product. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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here to weigh in on the Slack vs. Discord debate, and also including Discourse in the mix, given these are three of the most popular options on the market today. 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Discourse allows you to host a library of discussion posts and other content created by the community. This content is indexable to make it easier to find in search engine results. 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three popular channels AND help you decide which one is best for your community."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"36b8db3387ac","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"6c6a21e4a335","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"a59429178c7b","_ref":"f8f58589-552c-4b66-9006-a30c86475052","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Slack vs. Discord vs. Discourse as your community channel","asset":{"_ref":"image-418858fdeb04f53bc1daea8cb7b7a0224d0daeea-2400x1260-png","_type":"reference"}},"publishedAt":"2022-08-18T16:00:01.336Z","slug":{"_type":"slug","current":"discord-vs-slack-vs-discourse-as-your-community-channel"},"status":"archived","title":"How to choose Slack, Discord, or Discourse as your community channel?","id":"-0fe69b46-92d5-58d2-9a6c-1b6493f57db1","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"discord-vs-slack-vs-discourse-as-your-community-channel","_type":"slug"},"isPublished":false,"publishedAt":"2022-08-18T16:00:01.336Z","status":"archived","categories":[{"_id":"5793e7d1-0516-48d9-a00d-cfbc05f1084d"},{"_id":"269d3573-24ab-4b5a-adf1-5cd08cc275f2"}]}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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("},{"_key":"1aa2143130421","_type":"span","marks":["588bc73bcaac"],"text":"See our catalog of integrations"},{"_key":"4a571d8d60e3","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"588bc73bcaac","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"9bd4f78176e5","_type":"anchor","label":"Step 2: Set the bar"},{"_key":"6111539feeba","_type":"block","children":[{"_key":"9c05c4f251f8","_type":"span","marks":[],"text":"Step 2: Set the bar for a champion"}],"markDefs":[],"style":"h3"},{"_key":"540bd9d1111d","_type":"block","children":[{"_key":"34748a2c32620","_type":"span","marks":[],"text":"Next, we’ll want to align on the criteria for identifying a champion."}],"markDefs":[],"style":"normal"},{"_key":"9039c7b66dd8","_type":"block","children":[{"_key":"daa0fd8442750","_type":"span","marks":[],"text":"Now, there are many considerations for what to include depending on your product and community traction — product activity, community contributions, outspoken posts about your brand, etc."}],"markDefs":[],"style":"normal"},{"_key":"62d7415d90d6","_type":"block","children":[{"_key":"3c17b99a84430","_type":"span","marks":[],"text":"For this tutorial, we’ll use the actual criteria for identifying champions in our own "},{"_key":"3c17b99a84431","_type":"span","marks":["efeceef04965"],"text":"Uncommon Community"},{"_key":"3c17b99a84432","_type":"span","marks":[],"text":" — "},{"_key":"3c17b99a84433","_type":"span","marks":["strong"],"text":"top community contributors (specifically in Slack) + active product user + impact points > 100"},{"_key":"3c17b99a84434","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"efeceef04965","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"a0969f82b2f3","_type":"block","children":[{"_key":"0e6a9309a04b0","_type":"span","marks":[],"text":"To add a bit more context, Slack is the core platform we use for daily community interactions. 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If you need any guidance, you can always "},{"_key":"2f8a6dccb70c1","_type":"span","marks":["aa7312a51685"],"text":"book a working session with us here →"}],"markDefs":[{"_key":"aa7312a51685","_type":"link","href":"https://www.commonroom.io/contact/"}],"style":"normal"},{"_key":"0dd31b59187d","_type":"mainImage","asset":{"_ref":"image-14169495138a4fa70f175b5a438ca7c6610892a2-2932x1832-png","_type":"reference"},"caption":"Filter and view for active Slack members"},{"_key":"e5c0827a4f23","_type":"block","children":[{"_key":"cfa9ec521f430","_type":"span","marks":[],"text":"Using the criteria above, we match about 150 members, which feels like a good start. 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Note that you may need to log out and back into Discourse to successfully ping the webhook. When the ping works correctly, you'll see a "},{"_key":"38e6efeb99174","_type":"span","marks":["code"],"text":"Successful"},{"_key":"38e6efeb99175","_type":"span","marks":[],"text":" delivery status in the webhook settings."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"b1fe394a8be0","_type":"block","children":[{"_key":"519e505f7f070","_type":"span","marks":["strong"],"text":"Enable webhook retries"},{"_key":"519e505f7f071","_type":"span","marks":[],"text":" by opening the Settings tab in Discourse, and enabling the option to \"retry webhook events\"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"dc4425c5673e","_type":"block","children":[{"_key":"6c50a657d1e90","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"excerpt":[{"_key":"94cfa9b48e9c","_type":"block","children":[{"_key":"6761ec0c3a5c0","_type":"span","marks":[],"text":"Common Room’s Discourse integration uses a webhook to receive new activity as it occurs. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_id":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"sanity.imageAsset","_rev":"rOVg6GHlyNBGvAXDM7EG88","_createdAt":"2023-04-03T23:56:49Z","_updatedAt":"2023-04-03T23:56:49Z","assetId":"8ce5dc9ba3ad9eea08aa5493f90c263564a47659","extension":"png","metadata":{"_type":"sanity.imageMetadata","blurHash":"VAPjod0000Rjl+?c%MtRozRjLG_3^+t7RQ^+oHbXj?WX","dimensions":{"_type":"sanity.imageDimensions","aspectRatio":1.6004366812227073,"height":1832,"width":2932},"hasAlpha":true,"isOpaque":true,"lqip":"data:image/png;base64,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","palette":{"_type":"sanity.imagePalette","darkMuted":{"_type":"sanity.imagePaletteSwatch","background":"#363a41","foreground":"#fff","population":11.45,"title":"#fff"},"darkVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#022482","foreground":"#fff","population":0,"title":"#fff"},"dominant":{"_type":"sanity.imagePaletteSwatch","background":"#363a41","foreground":"#fff","population":11.45,"title":"#fff"},"lightMuted":{"_type":"sanity.imagePaletteSwatch","background":"#acd4a4","foreground":"#000","population":0,"title":"#fff"},"lightVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#cefce4","foreground":"#000","population":3.48,"title":"#000"},"muted":{"_type":"sanity.imagePaletteSwatch","background":"#847c74","foreground":"#fff","population":0.01,"title":"#fff"},"vibrant":{"_type":"sanity.imagePaletteSwatch","background":"#648cfc","foreground":"#fff","population":0,"title":"#fff"}}},"mimeType":"image/png","originalFilename":"member-view.png","path":"images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png","sha1hash":"8ce5dc9ba3ad9eea08aa5493f90c263564a47659","size":703421,"uploadId":"YdSrPitvJEionLlG5JA0RPmqLPPfGiPe","url":"https://cdn.sanity.io/images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png","filename":"member-view.png","width":2932,"height":1832,"placeholderUrl":"https://cdn.sanity.io/images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png?rect=855,0,1221,1832&w=%width%&h=%height%&q=80","id":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","children":[],"parent":null},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"ca4fab9f-273f-4a1b-ab68-52582b6b33b9","_type":"post","_rev":"D0ew2kDmLYWHslO7Osda3o","_createdAt":"2022-08-05T18:31:45Z","_updatedAt":"2022-08-18T18:33:56Z","body":[{"_key":"f4cad00e17f9","_type":"block","children":[{"_key":"eeae21fd61690","_type":"span","marks":[],"text":"Community is a broad term. Depending on the type of company the community is associated with, the term likely has different meanings."}],"markDefs":[],"style":"normal"},{"_key":"13fcee362476","_type":"block","children":[{"_key":"cb01d8423207","_type":"span","marks":[],"text":"In the world of software, community has generally been used to describe a group of like minded users who come together to learn, help each other build, and exchange best practices around the tool, platform, or technology they share interest in."}],"markDefs":[],"style":"normal"},{"_key":"2649e7644ed7","_type":"block","children":[{"_key":"568ddcab4a44","_type":"span","marks":[],"text":"Alongside this community is another online community of people who gather to interact with a company’s brand on social platforms like Twitter, Facebook, and LinkedIn."}],"markDefs":[],"style":"normal"},{"_key":"61b226d1f23e","_type":"block","children":[{"_key":"04010f6c9f29","_type":"span","marks":[],"text":"The Venn diagram of these two groups typically has a fair amount of overlap, however the way they engage with an organization and what they expect can differ significantly. These differences require unique skill sets that have resulted in the emergence of two roles: the social media manager and the community manager."}],"markDefs":[],"style":"normal"},{"_key":"4628d148d560","_type":"block","children":[{"_key":"d9b16775964a","_type":"span","marks":[],"text":"When considering who should support these communities it’s important to think through the different goals, metrics, and desired outcomes. This will ensure you build the right job descriptions and expectations to have the right person or people aligned to these important efforts."}],"markDefs":[],"style":"normal"},{"_key":"4d0f71af46a0","_type":"block","children":[{"_key":"8ca207d468970","_type":"span","marks":[],"text":"What is a Community Manager?"}],"markDefs":[],"style":"h3"},{"_key":"f11f90702be1","_type":"block","children":[{"_key":"8f31e55e394e","_type":"span","marks":[],"text":"A community manager is responsible for the management of an organization's online community."}],"markDefs":[],"style":"normal"},{"_key":"17a319766c62","_type":"block","children":[{"_key":"d6a22c0ec9e3","_type":"span","marks":[],"text":"Community managers are tasked with building, supporting, and maintaining a healthy community of users. Users, in this case, include both those who are currently engaged with the company’s products as well as potential customers who might be exploring or researching to determine whether the software is right for them."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"eb2117acbd78","_type":"block","children":[{"_key":"4f0ad3f923c0","_type":"span","marks":[],"text":"Community managers work to understand the dynamics of their community and "},{"_key":"e9b379f901821","_type":"span","marks":["165cdc762d1f"],"text":"track success metrics"},{"_key":"e9b379f901822","_type":"span","marks":[],"text":" such as community growth, activity, and impact. They also track qualitative information including which users are acting as champions, who is actively involved, what is the sentiment of the community at large, and what kinds of things they are talking about. All of this informs how they spend their time and where they invest their resources."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"4fd6b9f64a23","_type":"block","children":[{"_key":"138fd14bf998","_type":"span","marks":[],"text":"One important distinction is that Community Managers are not anonymous. They likely have their picture or a recognizable avatar in their profile, and they post under their own name. They act as a representative of the company or organization they work for, but are still individuals with their own personality, voice, and style."}],"markDefs":[],"style":"normal"},{"_key":"82148fdc8cf1","_type":"block","children":[{"_key":"66415badfd940","_type":"span","marks":[],"text":"What do Community Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"be6d59801f2d","_type":"block","children":[{"_key":"88b736850ef6","_type":"span","marks":[],"text":"Along with having a deep understanding of their community, community managers are also responsible for programmatic engagement. They likely chat with community members in both one-on-one and one-to-many online forums like Slack and Discord. When users have questions or they are new to a community the Community Manager helps them get the answer they need by sharing resources or flagging the question for follow-up by other members of their extended teams."}],"markDefs":[],"style":"normal"},{"_key":"28a1b99fc537","_type":"block","children":[{"_key":"bc0655985e56","_type":"span","marks":[],"text":"In order to reward and encourage members of their community to support others, they may "},{"_key":"3b79485955a8","_type":"span","marks":["fc75c1c9baa7"],"text":"build Champion programs"},{"_key":"d4bdb7873bc3","_type":"span","marks":[],"text":" or create rewards programs for users who meet specified criteria. This can be either externally defined for users or as part of a surprise-and-delight strategy to keep people engaged and motivated."}],"markDefs":[{"_key":"fc75c1c9baa7","_type":"link","href":"https://www.commonroom.io/blog/building-a-champions-program-for-developer-focused-communities/"}],"style":"normal"},{"_key":"41959a542208","_type":"block","children":[{"_key":"cd62a91aa0af","_type":"span","marks":[],"text":"They might also schedule in-person meet-ups or help coordinate community events alongside other corporate events to create a sense of camaraderie that is uniquely generated in face-to-face settings."}],"markDefs":[],"style":"normal"},{"_key":"336d280eba90","_type":"block","children":[{"_key":"4d0dd429d574","_type":"span","marks":[],"text":"Community Managers also serve an inbound function for their organizations by monitoring trends and discussions to provide valuable feedback to internal teams."}],"markDefs":[],"style":"normal"},{"_key":"968d8656325c","_type":"block","children":[{"_key":"85d06b4d4bc1","_type":"span","marks":[],"text":"Product-led growth companies (PLG) in particular have become very good at understanding what their users are trying to accomplish and they adjust their product roadmaps and engineering resources to help solve these problems. Strong communities help to provide clarity on this topic and can have a significant influence on companies who practice "},{"_key":"ead5760b9e35","_type":"span","marks":["e14577485233"],"text":"community-driven product developement"},{"_key":"f6522d516f85","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"e14577485233","_type":"link","href":"https://www.commonroom.io/blog/community-driven-product-development-overview-and-trends/"}],"style":"normal"},{"_key":"168446251f5f","_type":"block","children":[{"_key":"bd40ef8be43a","_type":"span","marks":[],"text":"While these are some of the core areas of responsibility for community managers, additional responsibilities can include:"}],"markDefs":[],"style":"normal"},{"_key":"c8c6eb903689","_type":"block","children":[{"_key":"898ec07f22970","_type":"span","marks":[],"text":"Building and delivering product demos, workshops, and documentation."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"67f8f7266a04","_type":"block","children":[{"_key":"4cf17c7e26470","_type":"span","marks":[],"text":"Recruiting community members for CFPs and content development."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"dd125eb3b007","_type":"block","children":[{"_key":"9c6f0c2da1910","_type":"span","marks":[],"text":"Keeping track of metrics and reporting on the "},{"_key":"2ef16fa169d2","_type":"span","marks":["90d8fc0e05b3"],"text":"impact of community on the business"},{"_key":"bc6ab93806c5","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"90d8fc0e05b3","_type":"link","href":"https://www.commonroom.io/blog/prove-roi-scale-community-impact-and-empower-the-business"}],"style":"normal"},{"_key":"e6f535cf62dd","_type":"block","children":[{"_key":"a9a5a32800520","_type":"span","marks":[],"text":"All this to say that Community Manager roles are expansive, varied, and usually highly-customized to the needs and dynamics of the communities they are supporting."}],"markDefs":[],"style":"normal"},{"_key":"6638cbe996cf","_type":"block","children":[{"_key":"fcbae8b966da0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"1cd35ec05168","_type":"block","children":[{"_key":"f3547f903a740","_type":"span","marks":[],"text":"Community teams can sit in a number of different business functions. Many community managers report in to marketing, product, developer relations, and in some cases engineering."}],"markDefs":[],"style":"normal"},{"_key":"3d5edb7d1970","_type":"block","children":[{"_key":"401c10c10fd8","_type":"span","marks":[],"text":"Wherever the roles sit, the skills required to be successful are consistent. These individuals are strategic thinkers who are able to leverage data and community feedback to prioritize their work. They understand how and when to prioritize activities for scale versus honing in on one or just a few users at a time because it will lead to much broader impact."}],"markDefs":[],"style":"normal"},{"_key":"70932599209d","_type":"block","children":[{"_key":"15ae9634a3990","_type":"span","marks":[],"text":"What is a Social Media Manager?"}],"markDefs":[],"style":"h3"},{"_key":"c9c56c12b9b4","_type":"block","children":[{"_key":"288da2e27881","_type":"span","marks":[],"text":"Social Media Managers act as the brand. They implement a social media strategy and design social media campaigns to build brand awareness and affinity through social networks."}],"markDefs":[],"style":"normal"},{"_key":"00eda60b044e","_type":"block","children":[{"_key":"cff445365a24","_type":"span","marks":[],"text":"Sometimes called Social Media Marketers or Social Media Community Managers, their voice is the voice of the company and they are experts in using digital media to communicate with their community."}],"markDefs":[],"style":"normal"},{"_key":"516159620616","_type":"block","children":[{"_key":"41415c3ae949","_type":"span","marks":[],"text":"The role can be challenging as Social Media Managers must not only be able to understand their target audience and what topics resonate with them, but they must also be able to navigate how to leverage the brand’s social media accounts to deliver both good news and sometimes address difficult situations."}],"markDefs":[],"style":"normal"},{"_key":"33f117f87ddd","_type":"block","children":[{"_key":"60db2e4358c00","_type":"span","marks":[],"text":"What do Social Media Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"a220acb2de8f","_type":"block","children":[{"_key":"8b45d6f411ef","_type":"span","marks":[],"text":"In a world with multiple social platforms each with its own nuances, strengths, and demographics, the Social Media Manager must know which medium to use to deliver the right message to the right audience. While this may seem seamless to the outside observer, it is not something that happens without planning and strategy."}],"markDefs":[],"style":"normal"},{"_key":"e6b1f9b247ee","_type":"block","children":[{"_key":"d0aaee78f134","_type":"span","marks":[],"text":"Landing a message on TikTok, heavy on video, is much different from a good Twitter or Facebook group post. While sometimes the medium used on one platform can translate easily to another, that isn’t always the case. These marketers must be savvy about which medium to use where and must also be skilled in working across digital mediums to create the content they need to deliver."}],"markDefs":[],"style":"normal"},{"_key":"f1a7f5a18b11","_type":"block","children":[{"_key":"e25b57fe750e","_type":"span","marks":[],"text":"Protecting the brand identity and ensuring consistency in voice and tone is critical. When Social Media Community Managers communicate they are speaking as the brand. It might be clear that there is a clever creative behind the content being produced, but what is produced is inextricably associated with the company, their reputation, and their values. Understanding how to balance this while effectively influencing their audience is a unique and challenging skill that should not be undervalued."}],"markDefs":[],"style":"normal"},{"_key":"24b65ab5e21c","_type":"block","children":[{"_key":"8d6c8fb0cc1f","_type":"span","marks":[],"text":"Effective social media managers tap into the hearts and minds of their audience to grow a brand’s following. The best will be able to convert fans into customers and show the impact of social media to the business. Sometimes, like a Community Manager, they will answer questions or address customer problems."}],"markDefs":[],"style":"normal"},{"_key":"dbb957b9f000","_type":"block","children":[{"_key":"07872f2d92dd0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"cf195c96cee0","_type":"block","children":[{"_key":"e08222582663","_type":"span","marks":[],"text":"Given their charter, Social Media Managers are typically digital marketing roles that sit inside of corporate marketing teams. These teams are also responsible for functions like PR, brand, and corporate communications. They are measured by metrics such as growth, engagement rate, share of voice, and sentiment. Social listening platforms are often used to measure these outcomes and help provide the data necessary to plan and prioritize how they execute."}],"markDefs":[],"style":"normal"},{"_key":"35afb942c1a2","_type":"block","children":[{"_key":"af1e8dee4dc30","_type":"span","marks":[],"text":"So… can Community Managers and Social Media Managers be the same person?"}],"markDefs":[],"style":"h3"},{"_key":"8ff0f995c9ed","_type":"block","children":[{"_key":"175542d1e395","_type":"span","marks":[],"text":"It could be and often in small companies it is. Both roles are increasingly strategic in today’s digital world and require adept advocacy and communication skills."}],"markDefs":[],"style":"normal"},{"_key":"6b809f58618c","_type":"block","children":[{"_key":"4873fcffa141","_type":"span","marks":[],"text":"Ideally, given the differences in the function, metrics, and desired outcomes, these roles are managed by distinct people or teams of people. As stated in the beginning, community can mean different things in various companies and for disparate audiences. As you would have a unique strategy for discreet user personas you should also have specific strategies to effectively engage your communities as they grow and evolve over time."}],"markDefs":[],"style":"normal"},{"_key":"64a1d53e44cb","_type":"block","children":[{"_key":"d598b6af3634","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. In the end, not everyone has the luxury of having separate roles for each community, but having a specific strategy for each, regardless of the audience overlap, is critical for growing and sustaining your communities."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"de8791616039","_type":"block","children":[{"_key":"8ff60e039ad1","_type":"span","marks":[],"text":"For more resources and guidance on building your community, check out the "},{"_key":"f565bebd04261","_type":"span","marks":["b1c1c36d6f68"],"text":"Common Room blog"},{"_key":"f565bebd04262","_type":"span","marks":[],"text":" or join our community for community leaders, "},{"_key":"f565bebd04263","_type":"span","marks":["04f2e90fedf0"],"text":"Uncommon"},{"_key":"f565bebd04264","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d4b08dc8692eae602c369648c59c2eec84a59f19-2400x1260-png","_type":"reference"}},"categories":[{"_key":"d87d8c540f63","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"}],"excerpt":[{"_key":"327b2c3409ec","_type":"block","children":[{"_key":"1b66c0a1d1aa","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. 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However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? 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Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". 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Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. 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Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). 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"}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. We were hoping to narrow our focus a bit more, so we’ll click the + "},{"_key":"fd4a96283a94","_type":"span","marks":["strong"],"text":"Add filter"},{"_key":"a96fa86bd8e8","_type":"span","marks":[],"text":" button and add a filter to identify accounts with activity in the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"27e2c87de8a4","_type":"mainImage","asset":{"_ref":"image-812119e786b7b8d00983975c4e7f1216070f0f98-2160x486-png","_type":"reference"},"caption":"Filter organizations by activity level"},{"_key":"e64843e56df6","_type":"block","children":[{"_key":"ec8bea1230e2","_type":"span","marks":[],"text":"This narrows our account selection to the sweet spot we were looking for — a couple of dozen accounts! Now, we’ll want to turn this filter into a "},{"_key":"6f1917c8b2d6","_type":"span","marks":["33509fb7516f"],"text":"Segment"},{"_key":"5379c78fb695","_type":"span","marks":[],"text":" that we can use to inform target account selection in tools like our CRM or an ad platform."}],"markDefs":[{"_key":"33509fb7516f","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"f9e03f5d1d5e","_type":"block","children":[{"_key":"fb1726b3ac210","_type":"span","marks":["strong"],"text":"Note: "},{"_key":"f68f02239536","_type":"span","marks":[],"text":"“Segments” is Common Room speak that refers to the functionality allowing you to create contact cohorts."}],"markDefs":[],"style":"callout"},{"_key":"f025d82a9409","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Filter results by active date range"},{"_key":"0dad931dafbf","_type":"anchor","label":"Step 4: Create a segment"},{"_key":"f4c97eed81b1","_type":"block","children":[{"_key":"63ee0cc602d2","_type":"span","marks":[],"text":"Step 4: Create a segment of active accounts that fit our criteria"}],"markDefs":[],"style":"h3"},{"_key":"a2404ed7e46d","_type":"block","children":[{"_key":"62b6b3740e7d0","_type":"span","marks":[],"text":"Remembering our target account criteria — 50+ employees, $50M in revenue, active in the last 28 days — we’ll head over to the "},{"_key":"62b6b3740e7d1","_type":"span","marks":["4392a5b67a72"],"text":"Segments"},{"_key":"62b6b3740e7d2","_type":"span","marks":[],"text":" menu item to build our evergreen target account list."}],"markDefs":[{"_key":"4392a5b67a72","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"9dfb86226a99","_type":"block","children":[{"_key":"586c5867d72d0","_type":"span","marks":[],"text":"We’ll click the "},{"_key":"c257ed4dfd4b","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"b5918924a82d","_type":"span","marks":[],"text":" button and give our segment a name and description."}],"markDefs":[],"style":"normal"},{"_key":"e32d27115532","_type":"mainImage","asset":{"_ref":"image-7f0ce04445b6ce0524f539ea93f0ef5b9e415f30-2932x1832-png","_type":"reference"},"caption":"Name and create a segment"},{"_key":"aaaba2bf4ae0","_type":"block","children":[{"_key":"fdf24e8d7107","_type":"span","marks":[],"text":"Then, click the "},{"_key":"f81e908591f0","_type":"span","marks":["strong"],"text":"+ Add contacts"},{"_key":"1a3fc0c2a0d2","_type":"span","marks":[],"text":" button and select "},{"_key":"d187cc540e0b","_type":"span","marks":["strong"],"text":"Auto add contacts"},{"_key":"7a76fcd0e531","_type":"span","marks":[],"text":" from the dropdown. This is where we will set the criteria to auto-add/remove organizations to our target account list."}],"markDefs":[],"style":"normal"},{"_key":"b037a06e9d9b","_type":"mainImage","alt":"Automatically add/remove contacts from segments","asset":{"_ref":"image-70cdd241f1338bf04d7159e9d2b71d810f68fdf7-544x376-png","_type":"reference"},"caption":"Automatically add/remove contacts from segments"},{"_key":"8403726b37e6","_type":"block","children":[{"_key":"b527554043ce","_type":"span","marks":[],"text":"Click the "},{"_key":"e57b227904ee","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"aef794e788cd","_type":"span","marks":[],"text":" button and add filters accordingly. Here we can also choose to apply inverse filters from our "},{"_key":"4d6dbd4f86aa","_type":"span","marks":["strong"],"text":"Auto add"},{"_key":"c58e65dd9ad8","_type":"span","marks":[],"text":" criteria so that our target account list remains evergreen (i.e., if there's no contact activity from an organization after 28 days, that organization will be removed from our segment). And be sure to click "},{"_key":"6d2da3ed064b","_type":"span","marks":["strong"],"text":"Save!"}],"markDefs":[],"style":"normal"},{"_key":"1049c4b63440","_type":"mainImage","asset":{"_ref":"image-3cd2c611817ad6cd031f9ea1d39dec2725d3d7a0-2932x1832-png","_type":"reference"},"caption":"Set your criteria to auto-add/remove contact of a segment"},{"_key":"e25e14b82c45","_type":"block","children":[{"_key":"4ce3581534c5","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b2f2a86cbc82","_type":"span","marks":[],"text":" It will likely take a few minutes for your segment to populate. You'll see a notification like 👇 while your new segment populates."}],"markDefs":[],"style":"callout"},{"_key":"36d009fd9554","_type":"mainImage","alt":"member configs","asset":{"_ref":"image-69b4a16a873d31e7ce91add98b08545848a48f14-1702x136-png","_type":"reference"}},{"_key":"69a1e226a20c","_type":"block","children":[{"_key":"b1894e26701e0","_type":"span","marks":["strong"],"text":"Bonus step: "},{"_key":"0a1868a0f2c7","_type":"span","marks":[],"text":"Auto-tag organizations by setting up a workflow."}],"markDefs":[],"style":"h4"},{"_key":"8b5380186d55","_type":"block","children":[{"_key":"812927712a080","_type":"span","marks":[],"text":"In Common Room, you can "},{"_key":"812927712a081","_type":"span","marks":["bea0a155234a"],"text":"create workflows"},{"_key":"812927712a082","_type":"span","marks":[],"text":" that automatically add "},{"_key":"5f5f353fdf68","_type":"span","marks":["strong"],"text":"tags"},{"_key":"622f36896a30","_type":"span","marks":[],"text":" to organizations, contacts, and activities."}],"markDefs":[{"_key":"bea0a155234a","_type":"link","href":"https://docs.commonroom.io/using-common-room/workflows"}],"style":"normal"},{"_key":"ee931ebb11c0","_type":"block","children":[{"_key":"698f42b993510","_type":"span","marks":[],"text":"We can head to the "},{"_key":"9ea7fd66ba80","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"7293f35cd801","_type":"span","marks":[],"text":" menu and add an "},{"_key":"2cd84a445bd8","_type":"span","marks":["strong"],"text":"ICP"},{"_key":"a5f92da47b04","_type":"span","marks":[],"text":" (ideal customer profile) tag to qualifying accounts."}],"markDefs":[],"style":"normal"},{"_key":"11780cfbf21d","_type":"mainImage","asset":{"_ref":"image-74b4f86a49aaeec8684f25bb16e46b787f94550b-2932x1832-png","_type":"reference"},"caption":"Select a workflow template to “tag an organization”"},{"_key":"0e65b0db2dbb","_type":"block","children":[{"_key":"c5992a65395c0","_type":"span","marks":[],"text":"From here, we'll see a workflow canvas. We'll set ICP criteria for organizations with 50+ employees, annual revenue of $50M+, and select relevant industries. Then, we'll set our tagging criteria and run this workflow daily."}],"markDefs":[],"style":"normal"},{"_key":"5ea2930b20a7","_type":"mainImage","asset":{"_ref":"image-323f96f71a503d3cdfa2d569d9a22aeeaa8c073b-2932x1832-png","_type":"reference"},"caption":"Tag an organization with an automated workflow"},{"_key":"d50f3fa24340","_type":"block","children":[{"_key":"5fb4e92010ee","_type":"span","marks":[],"text":"Click "},{"_key":"c518d1c5dab8","_type":"span","marks":["strong"],"text":"Save"},{"_key":"9463c5e8d82b","_type":"span","marks":[],"text":" and toggle to turn on your tagging workflow. And voila! 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And if you haven't already, "},{"_key":"9fb032ecd0d73","_type":"span","marks":["1bacc30c8f6b"],"text":"sign-up for a free account here"},{"_key":"9fb032ecd0d74","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"f34348d8e72d","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"1bacc30c8f6b","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-6badd89e1c894ce9cc0117bb2eea56a55e0ded5e-2400x1260-png","_type":"reference"}},"categories":[{"_key":"09152fe44b57","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"47ac9c8391b7","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"0146e4fa8a36","_ref":"7662f4d2-9875-4dc5-be5e-91dd093375ae","_type":"reference"}],"excerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"dbe05505d0bf","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ea664be13b07","_ref":"6f6dfe52-16a0-4649-9f15-e73a38900c33","_type":"reference"},{"_key":"21aabdb4462c","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"527e784c26aa","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-a924d71fe1eeaf0f7875f2f21d3f04eb65ce000a-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"replenish-accounts-abm-activity"},"status":"published","suggestions":[{"_key":"4756b8d713d8","_ref":"4efb016d-8685-4743-99f2-e363eb233036","_type":"reference"},{"_key":"879d97a95162","_ref":"a4938423-f309-4c16-a05e-782566dd3881","_type":"reference"},{"_key":"6755a2fb4f0a","_ref":"ce0de17b-4da4-4a61-8d2d-256f149fc375","_type":"reference"},{"_key":"e6c3b6fb7d1d","_ref":"0c113d20-a943-4c58-8472-1c005c08983a","_type":"reference"}],"teams":["Sales","Marketing"],"title":"Replenish target accounts for ABM using recent activity","useCases":[{"_key":"1b388e7401f9","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4454d0a7-9d47-50e1-a7c8-e87bfc191c70","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"replenish-accounts-abm-activity"},"status":"published","_createdAt":"2023-03-06T23:30:09Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"7662f4d2-9875-4dc5-be5e-91dd093375ae"}],"_rawExcerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"aa238e9a-5842-49e9-a64e-c2fae55c3412","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JgRti","_createdAt":"2023-03-30T22:16:56Z","_updatedAt":"2024-09-11T17:51:44Z","body":[{"_key":"5e249be772aa","_type":"anchor","label":"Overview"},{"_key":"4068813d2001","_type":"block","children":[{"_key":"c867816bb015","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"70eb96810f01","_type":"block","children":[{"_key":"732d4413afae0","_type":"span","marks":[],"text":"Your dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? What are the criteria for each stage? How do we stitch together activity across different channels? How do we measure the success of our efforts?"}],"markDefs":[],"style":"normal"},{"_key":"7579861f123d","_type":"block","children":[{"_key":"5fa0f2d8a27e0","_type":"span","marks":[],"text":"In this playbook, we’ll answer these questions and give you a starting point for defining and tracking the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"889657f6fe36","_type":"block","children":[{"_key":"0c5f7737c80b0","_type":"span","marks":[],"text":"As a result, you’ll be able to 1) measure and track the success of (previously uncrackable) parts of the dark funnel and 2) identify areas of focus to progress your core audience further down the path."}],"markDefs":[],"style":"normal"},{"_key":"3aaaf24d0fd4","_type":"block","children":[{"_key":"b0aed4544b1d0","_type":"span","marks":[],"text":"Let’s get to it!"}],"markDefs":[],"style":"normal"},{"_key":"f32eba3602d9","_type":"block","children":[{"_key":"232d8edda5640","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"5499562fff4f","_type":"block","children":[{"_key":"67321e7aa672","_type":"span","marks":[],"text":"Common Room — we’ll use Common Room to define and track our dark funnel ("},{"_key":"232d8edda5641","_type":"span","marks":["d8889c29e944"],"text":"Sign-up for free"},{"_key":"232d8edda5642","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"d8889c29e944","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4f2997dea8b7","_type":"block","children":[{"_key":"f2f6783cbc8d","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"2d46fccb2d0b","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"71ed37a0962b","_type":"block","children":[{"_key":"fcccd47280680","_type":"span","marks":[],"text":"Step 1: Connect to dark funnel sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"b13c90ac9738","_type":"block","children":[{"_key":"05e353fa52570","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our dark funnel. This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. First, we’ll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"60f63e4c50f3","_type":"mainImage","asset":{"_ref":"image-593cdb8ff672279a31d8b2de78f68e7f8a257325-1322x904-png","_type":"reference"},"caption":"Connect Twitter to Common Room"},{"_key":"8d764e3e8708","_type":"block","children":[{"_key":"68553ba009620","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"44a84bee513b","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"b29d963f5cde","_type":"block","children":[{"_key":"fe358c273e130","_type":"span","marks":[],"text":"We’ll save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"43ce4978c686","_type":"block","children":[{"_key":"ddb4b47105f30","_type":"span","marks":[],"text":"Our community is not just on Twitter, so we’ll want to run through the same process to connect Reddit, YouTube, Medium, Stack Overflow, and pulling in relevant context. To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"828a70c0-9e87-461a-b88b-9b18c286877a","_type":"post","_rev":"PKnkpmpY4zyhy2rrgsG84r","_createdAt":"2021-07-19T21:24:54Z","_updatedAt":"2021-11-18T19:48:18Z","authors":[{"_key":"71cfec0c1bc1","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"10e50eee54b8","_type":"block","children":[{"_key":"82477fad033a","_type":"span","marks":[],"text":"As alluded to in "},{"_key":"a1469a419335","_type":"span","marks":["a0e5dc2ebfb1"],"text":"our blog post"},{"_key":"7d0ea72921a0","_type":"span","marks":[],"text":" detailing why we opened Slack as our first owned community channel, we want to dive deeper into our decision-making process. There are a lot of channels out there offering different ways your community can interact with your brand—Slack, Discord, Discourse, Twitter, LinkedIn, and even bespoke solutions. Unfortunately there is no one-channel-to-rule-them-all, so you must assess the tradeoffs between different community channels to make your selection. In this post we’ll share our framework for evaluating channels and help you choose the one that’s best for your needs."}],"markDefs":[{"_key":"a0e5dc2ebfb1","_type":"link","href":"https://www.commonroom.io/uncommon/blog/why-uncommon-chose-slack-first/"}],"style":"normal"},{"_key":"c51f61a84f22","_type":"block","children":[{"_key":"88e4d937f1e4","_type":"span","marks":[],"text":"📊 Evaluate Channels"}],"markDefs":[],"style":"h3"},{"_key":"60e263f3355f","_type":"block","children":[{"_key":"ecb7e75df86a","_type":"span","marks":[],"text":"Your members volunteer their time and effort when participating in your community. So, it’s incredibly important to be thoughtful and intentional about the channel you’ll open. This also means thinking about not only what you need to achieve in the short-term, but keeping an eye towards your long-term goals too, and not sacrificing one at the expense of the other.\n\nTo help keep track of all these factors, we recommend evaluating community channels based on two key questions:"}],"markDefs":[],"style":"normal"},{"_key":"8b90ad05efd0","_type":"block","children":[{"_key":"65591392ec980","_type":"span","marks":["strong"],"text":"1. What community objective does it achieve?"}],"markDefs":[],"style":"normal"},{"_key":"c09cf2a411d2","_type":"block","children":[{"_key":"b691f7635261","_type":"span","marks":[],"text":"Foster relationships between members"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9ce233d7e5c8","_type":"block","children":[{"_key":"f94bc98c392c","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ccf1d6d0e135","_type":"block","children":[{"_key":"c021774f33fa","_type":"span","marks":[],"text":"Build a content library / support resource"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"99063c436946","_type":"block","children":[{"_key":"48c8e73d6f810","_type":"span","marks":["strong"],"text":"2. What kind of engagement dynamics does it enable?"}],"markDefs":[],"style":"normal"},{"_key":"9cfeb6607e4d","_type":"block","children":[{"_key":"a1283b8b69f9","_type":"span","marks":[],"text":"Identity: Visibility vs. anonymity"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1779d9d0cf0f","_type":"block","children":[{"_key":"7f2652b13d39","_type":"span","marks":[],"text":"Messaging: Synchronous vs. asynchronous"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d805604f7961","_type":"block","children":[{"_key":"122a8e192bf2","_type":"span","marks":[],"text":"By taking into consideration both your community objective "},{"_key":"001a7c6a12a7","_type":"span","marks":["em"],"text":"and"},{"_key":"baa2e677a838","_type":"span","marks":[],"text":" the types of engagement behavior you want, the channel you select will serve you well not only today, but in the future as well."}],"markDefs":[],"style":"normal"},{"_key":"9945fca714e6","_type":"block","children":[{"_key":"c1369d6c669c","_type":"span","marks":[],"text":"🎯 Define Your Objectives"}],"markDefs":[],"style":"h3"},{"_key":"e9d35332c8ff","_type":"block","children":[{"_key":"e7cebee6edd0","_type":"span","marks":[],"text":"Before opening any kind of community channel, you’re probably asking yourself, “What am I opening this channel for?” Based on our experience and that of our customers, we typically see three common answers to this question: 1/ foster relationships between members, 2/ enable one-to-many communications, or 3/ build a content library / support resource. There is no one-size-fits-all approach—different channels are best suited to achieve different objectives."}],"markDefs":[],"style":"normal"},{"_key":"4a7fa72bdb2a","_type":"block","children":[{"_key":"91ee21aead7c","_type":"span","marks":[],"text":"Foster relationships between members"}],"markDefs":[],"style":"h4"},{"_key":"a76e7fbd0980","_type":"block","children":[{"_key":"8ed5ab09a6c20","_type":"span","marks":[],"text":"You’re looking for a space for your members to connect with one another through common interests, knowledge sharing, and a celebration of others’ work, contributions, and achievements. You want to facilitate conversations and to give members a more casual, ephemeral way to connect everyday. If this checks the box, you should consider a chat platform like Slack and Discord."}],"markDefs":[],"style":"normal"},{"_key":"861768b79d8f","_type":"block","children":[{"_key":"83ffc29c5c4a","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"markDefs":[],"style":"h4"},{"_key":"58ef8114103d","_type":"block","children":[{"_key":"07569a6029520","_type":"span","marks":[],"text":"You want to broadcast in a one-to-many fashion to ensure your voice has the broadest reach possible. You also want the ability to amplify others’ messages and content that aligns with your company values or mission. Consider social networking platforms such as Twitter, LinkedIn, and Facebook to achieve this kind of communication."}],"markDefs":[],"style":"normal"},{"_key":"65b0cd13888c","_type":"block","children":[{"_key":"78daa9f29a1f","_type":"span","marks":[],"text":"Build a content library / support resource"}],"markDefs":[],"style":"h4"},{"_key":"3a2113d501e3","_type":"block","children":[{"_key":"2b61b554f45b0","_type":"span","marks":[],"text":"You want a space to help troubleshoot customer problems and resolve support tickets. Instead of a feed to scroll through, you want to offer technical resources and how-to guides in a searchable database that can also be permalinked. For these needs, you’re going to want to look at forums-types platforms like Discourse, GitHub Discussions, and inSided."}],"markDefs":[],"style":"normal"},{"_key":"9da823da14f9","_type":"block","children":[{"_key":"1a4a011b50a2","_type":"span","marks":[],"text":"🎛️ Select Your Engagement Dynamics"}],"markDefs":[],"style":"h3"},{"_key":"173816b8d378","_type":"block","children":[{"_key":"6341f38453c20","_type":"span","marks":[],"text":"An additional consideration to layer onto your channel decision is what we broadly call engagement dynamics, or how members will (or are expected to) interact with each other within the community. These usually manifest themselves in two forms: 1/ identity (visibility vs. anonymity) and 2/ messaging approach (synchronous vs. asynchronous). Think of each of these as a spectrum rather than a binary response (e.g., chat platforms lend themselves to both synchronous, real-time conversations as well as asynchronous threads)."}],"markDefs":[],"style":"normal"},{"_key":"417879ffd07c","_type":"block","children":[{"_key":"8e1914cde71b","_type":"span","marks":[],"text":"Identity: visibility vs. anonymity"}],"markDefs":[],"style":"h4"},{"_key":"facae2eb186c","_type":"block","children":[{"_key":"8a027cd6c7e00","_type":"span","marks":[],"text":"The mechanics of some channels, including LinkedIn, Facebook, and Slack, are such that the information in your profile is quite public. This helps enable everyone to get a sense of who they're engaging with. Others, such as Discord, Reddit, and YouTube, allow for and often have anonymous usernames, typically in honor of data privacy. Where you fall on this spectrum will dictate the short list of channels you can choose from. 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If you’re looking to rally your community first and foremost around sharing resources and troubleshooting issues in a more asynchronous fashion, with less of an emphasis on their public identity, we’d recommend channels such as Discourse or GitHub Discussions."}],"markDefs":[],"style":"normal"},{"_key":"901f1d2ea88f","_type":"block","children":[{"_key":"06be774ed621","_type":"span","marks":[],"text":"Hopefully this post has made it a little easier for you to decide on which community channel to open. Feel free to at-mention us on "},{"_key":"5dc29417959d","_type":"span","marks":["1f5c6dcd0da6"],"text":"Twitter"},{"_key":"639fa621c660","_type":"span","marks":[],"text":" to let us know which channel you chose. We also encourage you to "},{"_key":"7d0e64a77921","_type":"span","marks":["c9dc0fa936d5"],"text":"join Uncommon"},{"_key":"344fc64296ce","_type":"span","marks":[],"text":" to get updates about what's happening across the community space, including open job roles, interviews with experts, and a breezy monthly newsletter."}],"markDefs":[{"_key":"1f5c6dcd0da6","_type":"link","href":"https://twitter.com/CommonRoomHQ"},{"_key":"c9dc0fa936d5","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"categories":[{"_key":"7d8132f4dd1b","_ref":"5793e7d1-0516-48d9-a00d-cfbc05f1084d","_type":"reference"},{"_key":"22604f3aaa74","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"5208b10a737e","_ref":"1da98b8c-b91d-4993-8966-702014334dfc","_type":"reference"},{"_key":"214a964c48f4","_ref":"a2e0ebc4-9fbf-4316-bc12-f4a458c3782d","_type":"reference"},{"_key":"25044dbfcc4e","_ref":"2942ebd3-0be6-44cf-afe8-1ce09a18f2c8","_type":"reference"},{"_key":"0c6e8318cf66","_ref":"acebef1a-78bc-489a-b970-1760f1c33d34","_type":"reference"}],"excerpt":[{"_key":"d556e9184ea4","_type":"block","children":[{"_key":"87e2e7728493","_type":"span","marks":[],"text":"We've created this how-to guide to help you select the right community channel for your needs using our evaluation 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This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. 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To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"2fa21a11-b884-456d-a2c4-cd3204859e74","_type":"playbook","_rev":"4aLCE978rQhgvNk8aZaJ3V","_createdAt":"2023-03-30T23:02:28Z","_updatedAt":"2024-09-12T19:23:15Z","body":[{"_key":"8606d4891df4","_type":"anchor","label":"Overview"},{"_key":"5d7673650cce","_type":"block","children":[{"_key":"1b8c932f7068","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"d37fa4eea9ba","_type":"block","children":[{"_key":"73e58a59da29","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about intent data these days. What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". After a few minutes, activity from Slack will begin to populate in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"d05ad8819c11","_type":"block","children":[{"_key":"a1d5623cd1780","_type":"span","marks":[],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"ee681fb4132a","_type":"block","children":[{"_key":"23ae243e830b0","_type":"span","marks":[],"text":"Now, we’ll follow a similar pattern to connect our other sources. Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. From here you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ae202f6dec09","_type":"mainImage","asset":{"_ref":"image-d161b448abb1d182c3fc7a461bc9108253750848-2006x1038-png","_type":"reference"},"caption":"Authenticate your community GitHub and select repos"},{"_key":"6ceb95ed42d1","_type":"block","children":[{"_key":"75c7e9e1a75f0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from the repositories you’ve chosen."}],"markDefs":[],"style":"normal"},{"_key":"21a8e949976b","_type":"anchor","label":"Step 2: Let the buyer intent data flow"},{"_key":"e9df601da6c4","_type":"block","children":[{"_key":"bcbf4760b31d0","_type":"span","marks":[],"text":"Step 2: Let the buyer intent data flow"}],"markDefs":[],"style":"h3"},{"_key":"55ca41183a5a","_type":"block","children":[{"_key":"075de60a62bb0","_type":"span","marks":[],"text":"After connecting our other relevant sources (Discourse, LinkedIn, Twitter, etc.), Common Room will import data into your workspace following the docs "},{"_key":"d0d9ccea05ec","_type":"span","marks":["538121eb0b6b"],"text":"outlined here"},{"_key":"9b85e171be95","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"538121eb0b6b","_type":"link","href":"https://docs.commonroom.io/get-started/integrations"}],"style":"normal"},{"_key":"3cc5d3541c91","_type":"block","children":[{"_key":"db7f4c579d0a0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"db7f4c579d0a1","_type":"span","marks":[],"text":" Importing data may take some time, depending on the source and volume of activity you're bringing into Common Room)."}],"markDefs":[],"style":"callout"},{"_key":"b3d3cfec4645","_type":"block","children":[{"_key":"8598500b7e170","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"fe54afd6be34","_type":"span","marks":["strong"],"text":"Members"},{"_key":"af22e9643422","_type":"span","marks":[],"text":" menu item, and you’ll see members from across your various connected sources begin to roll in."}],"markDefs":[],"style":"normal"},{"_key":"def6897dcf8e","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active members in Common Room"},{"_key":"13f670d309f8","_type":"block","children":[{"_key":"be0dbfc4ec770","_type":"span","marks":[],"text":"By default, you’ll notice that Common Room will surface rich data points like "},{"_key":"2196e7b078bc","_type":"span","marks":["strong"],"text":"Impact Points"},{"_key":"b4fe6c9f6cc1","_type":"span","marks":[],"text":", "},{"_key":"c8bc2e93c886","_type":"span","marks":["strong"],"text":"Activity Count"},{"_key":"02873c89b2e2","_type":"span","marks":[],"text":", "},{"_key":"2ef008eba22d","_type":"span","marks":["strong"],"text":"Profiles"},{"_key":"b1f7d253ab25","_type":"span","marks":[],"text":", and other useful tidbits. Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). We won't be using the status functionality for this specific segment, so we can now click "},{"_key":"33a0832b7435","_type":"span","marks":["strong"],"text":"Create segment"},{"_key":"7e7ab7f90354","_type":"span","marks":[],"text":" at the bottom-right corner of the screen."}],"markDefs":[],"style":"normal"},{"_key":"e1b46d849a94","_type":"mainImage","asset":{"_ref":"image-55da9d405f88aa539406bf38b78023b2def63cc6-2004x784-png","_type":"reference"},"caption":"Create and name a new segment"},{"_key":"fe8faf99e54a","_type":"block","children":[{"_key":"9b75b3e9c3580","_type":"span","marks":[],"text":"Now that we've created our Segment, we can define parameters for adding / removing members. "}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. And we can do that by typing in their names in the search bar and then hitting "},{"_key":"55c29ada0c27","_type":"span","marks":["strong"],"text":"Share"},{"_key":"c30c4a511083","_type":"span","marks":[],"text":" at the bottom right."}],"markDefs":[],"style":"normal"},{"_key":"4ecc0eee0d14","_type":"mainImage","asset":{"_ref":"image-442e5bbdceec08f1d66fe856ec7b5634566697ce-2932x1832-png","_type":"reference"}},{"_key":"d9840a09fce0","_type":"block","children":[{"_key":"d033f94163910","_type":"span","marks":[],"text":"Boom! That's it. Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"f7e1cd7d-4231-497e-812f-4589009a0bad","_type":"playbook","_rev":"WOPW25iMagSfL12hwtXQwz","_createdAt":"2023-03-29T00:41:12Z","_updatedAt":"2024-09-11T17:52:17Z","body":[{"_key":"27f00e5e8d33","_type":"anchor","label":"Overview"},{"_key":"8a8d5e92d2a1","_type":"block","children":[{"_key":"6d647cdcfc2c","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"053522fe000e","_type":"block","children":[{"_key":"48aaf136407b0","_type":"span","marks":[],"text":"Defining and tracking your community funnel is a challenging task."}],"markDefs":[],"style":"normal"},{"_key":"8372d1281a49","_type":"block","children":[{"_key":"69e1a01e79450","_type":"span","marks":[],"text":"First, you must develop a framework to define your funnel — e.g., the stages from entirely unaware for community champion or advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! On top of it all, you need to find time to welcome, onboard, and check in with every new member on Slack and Discord.\n\nDon’t worry, you simply need to automate those tasks to make it all work!\n\nCommon Room allows you to quickly set up "},{"_key":"1770bac5116d1","_type":"span","marks":["68a33d967409"],"text":"automated Workflows"},{"_key":"1770bac5116d2","_type":"span","marks":[],"text":" for your Slack community. Our Slack integration lets you save time and stay on top of some of the most important community tasks at scale.\n\nIn the case of welcoming and onboarding new members, you can create an Onboarding Journey Workflow that allows you to send a custom message to members when they join your Slack community. 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onboarding new community members is a make-or-break moment."}],"markDefs":[],"style":"normal"},{"_key":"ba17a2d532ea","_type":"block","children":[{"_key":"5396a8cc137e0","_type":"span","marks":[],"text":"Dropping new members into a Slack or Discord community without guidance or context could make them feel overwhelmed or unwelcome — like entering a party with strangers. 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("},{"_key":"3f7daa1ab3c71","_type":"span","marks":["9cde2e879c36"],"text":"Sign-up for free"},{"_key":"3f7daa1ab3c72","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"9cde2e879c36","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4fccf71436d9","_type":"block","children":[{"_key":"87dd78b93fae","_type":"span","marks":[],"text":"- A Slack or Discord workspace"}],"markDefs":[],"style":"callout"},{"_key":"7162205cc86f","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"26a2fce76d90","_type":"block","children":[{"_key":"1b32cfdcd73d","_type":"span","marks":[],"text":"Step 1: Connect to Slack or Discord"}],"markDefs":[],"style":"h3"},{"_key":"c8e27d65ef47","_type":"block","children":[{"_key":"b30d727675000","_type":"span","marks":[],"text":"For this exercise, imagine you have a growing global Slack community and are falling behind at sending prompt welcome messages."}],"markDefs":[],"style":"normal"},{"_key":"c03ea3023848","_type":"block","children":[{"_key":"de20b02468f40","_type":"span","marks":[],"text":"We’ll need to connect Slack to Common Room to set up automated welcome messages. To do that, we can head over to "},{"_key":"919b8956cd7f","_type":"span","marks":["strong"],"text":"Settings"},{"_key":"79d08c81c0c5","_type":"span","marks":[],"text":" in Common Room and choose to connect to Slack."}],"markDefs":[],"style":"normal"},{"_key":"7b6fd9c85cca","_type":"mainImage","asset":{"_ref":"image-314c79a0ac1ac264edfb4276a2a7bccdbc8f20b2-1456x932-png","_type":"reference"},"caption":"Connect to Slack"},{"_key":"b465fb9bdcac","_type":"block","children":[{"_key":"b7b1d1b17cb70","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b7b1d1b17cb71","_type":"span","marks":[],"text":" You’ll need permission to add applications to your Slack workspace."}],"markDefs":[],"style":"callout"},{"_key":"0d07a9410b1d","_type":"block","children":[{"_key":"eb8402ece1e80","_type":"span","marks":[],"text":"Follow the connection prompts, authenticate, and you’ll see Slack activity in Common Room after a few minutes."}],"markDefs":[],"style":"normal"},{"_key":"4efdfc211a55","_type":"block","children":[{"_key":"d513fe02f1e80","_type":"span","marks":[],"text":"Once connected, we can start to build our welcome message workflow."}],"markDefs":[],"style":"normal"},{"_key":"661eb938945e","_type":"anchor","label":"Step 2: Create message workflow"},{"_key":"edef8d949661","_type":"block","children":[{"_key":"a4e080eb15370","_type":"span","marks":[],"text":"Step 2: Create a welcome message workflow"}],"markDefs":[],"style":"h3"},{"_key":"7cc129589092","_type":"block","children":[{"_key":"d189a63666050","_type":"span","marks":["e5f5219a1338"],"text":"Once in your room"},{"_key":"d189a63666051","_type":"span","marks":[],"text":" (what we call your instance of Common Room), let’s navigate to the "},{"_key":"ffb533a4fe61","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"f7b535e17e36","_type":"span","marks":[],"text":" view from the left-side menu, and click on "},{"_key":"686f0c6f003a","_type":"span","marks":["strong"],"text":"+ New Workflow"},{"_key":"10365a2e9c81","_type":"span","marks":[],"text":". And we’ll choose the onboarding journey workflow."}],"markDefs":[{"_key":"e5f5219a1338","_type":"link","href":"https://app.commonroom.io/"}],"style":"normal"},{"_key":"386dd96751f3","_type":"mainImage","asset":{"_ref":"image-3b1a1d0255c63973092930d3923b9d55ec121900-1526x828-png","_type":"reference"}},{"_key":"a98c96bef2d7","_type":"block","children":[{"_key":"3c8faf8acea20","_type":"span","marks":[],"text":"Choose the Slack Onboarding Journey and click "},{"_key":"681f5235c768","_type":"span","marks":["strong"],"text":"Create"},{"_key":"baf67b8eaa0e","_type":"span","marks":[],"text":". And now we’ll find ourselves creating our first workflow!"}],"markDefs":[],"style":"normal"},{"_key":"d5e85c57512f","_type":"mainImage","asset":{"_ref":"image-ea7088b8365315d7e18a6f27c3357802b4e911a9-1526x828-png","_type":"reference"}},{"_key":"c5ebaf32ba6c","_type":"block","children":[{"_key":"ff6660c66cd30","_type":"span","marks":[],"text":"You’ll be taken to a workflow canvas with a pre-built onboarding journey workflow."}],"markDefs":[],"style":"normal"},{"_key":"0ad4fefad848","_type":"block","children":[{"_key":"a413e20385210","_type":"span","marks":[],"text":"The first thing we’ll do is confirm we’re connected to the right Slack workspace and choose the duration of our wait step before sending our welcome message."}],"markDefs":[],"style":"normal"},{"_key":"5d72c5d198a1","_type":"block","children":[{"_key":"233889a398930","_type":"span","marks":[],"text":"In our Uncommon community, we wait 30 minutes (this is the default) before we send a message to our new members. You can choose what the right number is for you. In minutes, days, or months (maybe don’t wait months to welcome your new members, though 😜)."}],"markDefs":[],"style":"normal"},{"_key":"e0f715f32c06","_type":"mainImage","asset":{"_ref":"image-b96757d21b41b2a31daf5c7b9d7c4e25add12094-744x488-png","_type":"reference"},"caption":"Select a wait duration to send a welcome message"},{"_key":"6997e1b58144","_type":"workflowReference","workflow":{"_ref":"508bf203-a59e-4cad-9e04-14e2b2dcde90","_type":"reference"}},{"_key":"b5d19a12a552","_type":"anchor","label":"Step 3: Send messages (optional)"},{"_key":"3b88b0b51d16","_type":"block","children":[{"_key":"d3bdfba93fcc","_type":"span","marks":[],"text":"Step 3 (optional): Send personalized messages based on member traits"}],"markDefs":[],"style":"h3"},{"_key":"d7b66b5a82d3","_type":"block","children":[{"_key":"185b5c2beb6a0","_type":"span","marks":[],"text":"As you scroll to the next section in the workflow, you’ll see an area titled "},{"_key":"185b5c2beb6a1","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Continue if specific filters apply"},{"_key":"185b5c2beb6a2","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"27b431c616fa","_type":"block","children":[{"_key":"a5c2125a9e0e0","_type":"span","marks":[],"text":"This is a small section, but it’s mighty. It enables you to get granular and create personalized onboarding experiences if you need/want to."}],"markDefs":[],"style":"normal"},{"_key":"751fd69b9c96","_type":"block","children":[{"_key":"8395633d900f0","_type":"span","marks":[],"text":"To show how this works, we’ll add a fork to the workflow by adding a filter by member role. For example, we can select "},{"_key":"c79ac76af7cc","_type":"span","marks":["strong"],"text":"Marketing"},{"_key":"88bb12cb3192","_type":"span","marks":[],"text":" and "},{"_key":"897a4bcc70d1","_type":"span","marks":["strong"],"text":"Sales"},{"_key":"f6b6fbae3825","_type":"span","marks":[],"text":" roles to send custom welcome messages, letting them know they’ll be booted for sending spam to our community members."}],"markDefs":[],"style":"normal"},{"_key":"63b9fd2c8f9b","_type":"mainImage","asset":{"_ref":"image-465b51493ad80ebe4eb2a5fb38c09225e071b0d1-806x1110-png","_type":"reference"},"caption":"Personalize your welcome message with filters for \"Member\" or \"Organization\" traits"},{"_key":"e217c9b21a15","_type":"block","children":[{"_key":"edad3ad47ca40","_type":"span","marks":[],"text":"If you don’t need to send a personalized message, just toggle this step off by clicking the top left blue button. "},{"_key":"edad3ad47ca41","_type":"span","marks":["em"],"text":"Blue means on, and grey means off."}],"markDefs":[],"style":"normal"},{"_key":"89c28f3e8f0d","_type":"anchor","label":"Step 4: Schedule messages (optional)"},{"_key":"7d54212be9e8","_type":"block","children":[{"_key":"407fe5fb93bb0","_type":"span","marks":[],"text":"Step 4 (optional): Set working hours for message sends"}],"markDefs":[],"style":"h3"},{"_key":"2fd55a9ceba6","_type":"block","children":[{"_key":"6738d9f4fed90","_type":"span","marks":[],"text":"As we move down the logic tree, there’s an option to "},{"_key":"6738d9f4fed91","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Wait for working hours"},{"_key":"6738d9f4fed92","_type":"span","marks":[],"text":". This is an especially helpful option for expectation setting. If you have (or are) a dedicated community manager, you may want to set expectations for when people can expect to receive a message from you."}],"markDefs":[],"style":"normal"},{"_key":"aa10d2b9b55b","_type":"block","children":[{"_key":"cc1f83a297070","_type":"span","marks":[],"text":"🔥 "},{"_key":"cc1f83a297071","_type":"span","marks":["strong"],"text":"Tip:"},{"_key":"cc1f83a297072","_type":"span","marks":[],"text":" When building your message, consider what you want your new members to know and what action you want them to take."}],"markDefs":[],"style":"callout"},{"_key":"0b51883b82c4","_type":"anchor","label":"Step 5: Draft your message"},{"_key":"9361290543d3","_type":"block","children":[{"_key":"65ad32d0af29","_type":"span","marks":[],"text":"Step 5: Draft and preview your welcome message"}],"markDefs":[],"style":"h3"},{"_key":"2ba08380ee5e","_type":"block","children":[{"_key":"61b1d7e29bce0","_type":"span","marks":[],"text":"In our next step, we'll draft the welcome message new members will see. 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Those folks spread the word to like-minded peers. This leads to more product adoption and happy customers (i.e., more champions are created). And the process repeats."}],"markDefs":[],"style":"normal"},{"_key":"944b14b2d4cc","_type":"block","children":[{"_key":"d907425b2c9f0","_type":"span","marks":[],"text":"While we can’t help with building a beloved product, this tutorial will give you a method to identify customers who love your product and share it with others. 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"},{"_key":"785469e360022","_type":"span","marks":["6c7683412490"],"text":"See permissions →"}],"markDefs":[{"_key":"6c7683412490","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/slack#required-permissions"}],"style":"callout"},{"_key":"854d2b398051","_type":"block","children":[{"_key":"4df9ee67226d0","_type":"span","marks":[],"text":"Authenticate and continue through the remaining steps to connect Slack. Once connected, after a few minutes, you should see data from your Slack channel flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"7cfad14a90a5","_type":"block","children":[{"_key":"1aa2143130420","_type":"span","marks":[],"text":"We can repeat this step to connect additional sources. ("},{"_key":"1aa2143130421","_type":"span","marks":["588bc73bcaac"],"text":"See our catalog of integrations"},{"_key":"4a571d8d60e3","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"588bc73bcaac","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"9bd4f78176e5","_type":"anchor","label":"Step 2: Set the bar"},{"_key":"6111539feeba","_type":"block","children":[{"_key":"9c05c4f251f8","_type":"span","marks":[],"text":"Step 2: Set the bar for a champion"}],"markDefs":[],"style":"h3"},{"_key":"540bd9d1111d","_type":"block","children":[{"_key":"34748a2c32620","_type":"span","marks":[],"text":"Next, we’ll want to align on the criteria for identifying a champion."}],"markDefs":[],"style":"normal"},{"_key":"9039c7b66dd8","_type":"block","children":[{"_key":"daa0fd8442750","_type":"span","marks":[],"text":"Now, there are many considerations for what to include depending on your product and community traction — product activity, community contributions, outspoken posts about your brand, etc."}],"markDefs":[],"style":"normal"},{"_key":"62d7415d90d6","_type":"block","children":[{"_key":"3c17b99a84430","_type":"span","marks":[],"text":"For this tutorial, we’ll use the actual criteria for identifying champions in our own "},{"_key":"3c17b99a84431","_type":"span","marks":["efeceef04965"],"text":"Uncommon Community"},{"_key":"3c17b99a84432","_type":"span","marks":[],"text":" — "},{"_key":"3c17b99a84433","_type":"span","marks":["strong"],"text":"top community contributors (specifically in Slack) + active product user + impact points > 100"},{"_key":"3c17b99a84434","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"efeceef04965","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"a0969f82b2f3","_type":"block","children":[{"_key":"0e6a9309a04b0","_type":"span","marks":[],"text":"To add a bit more context, Slack is the core platform we use for daily community interactions. 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If you need any guidance, you can always "},{"_key":"2f8a6dccb70c1","_type":"span","marks":["aa7312a51685"],"text":"book a working session with us here →"}],"markDefs":[{"_key":"aa7312a51685","_type":"link","href":"https://www.commonroom.io/contact/"}],"style":"normal"},{"_key":"0dd31b59187d","_type":"mainImage","asset":{"_ref":"image-14169495138a4fa70f175b5a438ca7c6610892a2-2932x1832-png","_type":"reference"},"caption":"Filter and view for active Slack members"},{"_key":"e5c0827a4f23","_type":"block","children":[{"_key":"cfa9ec521f430","_type":"span","marks":[],"text":"Using the criteria above, we match about 150 members, which feels like a good start. 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here to weigh in on the Slack vs. Discord debate, and also including Discourse in the mix, given these are three of the most popular options on the market today. 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Discourse allows you to host a library of discussion posts and other content created by the community. This content is indexable to make it easier to find in search engine results. 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three popular channels AND help you decide which one is best for your community."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"36b8db3387ac","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"6c6a21e4a335","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"a59429178c7b","_ref":"f8f58589-552c-4b66-9006-a30c86475052","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Slack vs. Discord vs. Discourse as your community channel","asset":{"_ref":"image-418858fdeb04f53bc1daea8cb7b7a0224d0daeea-2400x1260-png","_type":"reference"}},"publishedAt":"2022-08-18T16:00:01.336Z","slug":{"_type":"slug","current":"discord-vs-slack-vs-discourse-as-your-community-channel"},"status":"archived","title":"How to choose Slack, Discord, or Discourse as your community channel?","id":"-0fe69b46-92d5-58d2-9a6c-1b6493f57db1","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"discord-vs-slack-vs-discourse-as-your-community-channel","_type":"slug"},"isPublished":false,"publishedAt":"2022-08-18T16:00:01.336Z","status":"archived","categories":[{"_id":"5793e7d1-0516-48d9-a00d-cfbc05f1084d"},{"_id":"269d3573-24ab-4b5a-adf1-5cd08cc275f2"}]}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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("},{"_key":"1aa2143130421","_type":"span","marks":["588bc73bcaac"],"text":"See our catalog of integrations"},{"_key":"4a571d8d60e3","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"588bc73bcaac","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"9bd4f78176e5","_type":"anchor","label":"Step 2: Set the bar"},{"_key":"6111539feeba","_type":"block","children":[{"_key":"9c05c4f251f8","_type":"span","marks":[],"text":"Step 2: Set the bar for a champion"}],"markDefs":[],"style":"h3"},{"_key":"540bd9d1111d","_type":"block","children":[{"_key":"34748a2c32620","_type":"span","marks":[],"text":"Next, we’ll want to align on the criteria for identifying a champion."}],"markDefs":[],"style":"normal"},{"_key":"9039c7b66dd8","_type":"block","children":[{"_key":"daa0fd8442750","_type":"span","marks":[],"text":"Now, there are many considerations for what to include depending on your product and community traction — product activity, community contributions, outspoken posts about your brand, etc."}],"markDefs":[],"style":"normal"},{"_key":"62d7415d90d6","_type":"block","children":[{"_key":"3c17b99a84430","_type":"span","marks":[],"text":"For this tutorial, we’ll use the actual criteria for identifying champions in our own "},{"_key":"3c17b99a84431","_type":"span","marks":["efeceef04965"],"text":"Uncommon Community"},{"_key":"3c17b99a84432","_type":"span","marks":[],"text":" — "},{"_key":"3c17b99a84433","_type":"span","marks":["strong"],"text":"top community contributors (specifically in Slack) + active product user + impact points > 100"},{"_key":"3c17b99a84434","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"efeceef04965","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"a0969f82b2f3","_type":"block","children":[{"_key":"0e6a9309a04b0","_type":"span","marks":[],"text":"To add a bit more context, Slack is the core platform we use for daily community interactions. 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If you need any guidance, you can always "},{"_key":"2f8a6dccb70c1","_type":"span","marks":["aa7312a51685"],"text":"book a working session with us here →"}],"markDefs":[{"_key":"aa7312a51685","_type":"link","href":"https://www.commonroom.io/contact/"}],"style":"normal"},{"_key":"0dd31b59187d","_type":"mainImage","asset":{"_ref":"image-14169495138a4fa70f175b5a438ca7c6610892a2-2932x1832-png","_type":"reference"},"caption":"Filter and view for active Slack members"},{"_key":"e5c0827a4f23","_type":"block","children":[{"_key":"cfa9ec521f430","_type":"span","marks":[],"text":"Using the criteria above, we match about 150 members, which feels like a good start. 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Note that you may need to log out and back into Discourse to successfully ping the webhook. When the ping works correctly, you'll see a "},{"_key":"38e6efeb99174","_type":"span","marks":["code"],"text":"Successful"},{"_key":"38e6efeb99175","_type":"span","marks":[],"text":" delivery status in the webhook settings."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"b1fe394a8be0","_type":"block","children":[{"_key":"519e505f7f070","_type":"span","marks":["strong"],"text":"Enable webhook retries"},{"_key":"519e505f7f071","_type":"span","marks":[],"text":" by opening the Settings tab in Discourse, and enabling the option to \"retry webhook events\"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"dc4425c5673e","_type":"block","children":[{"_key":"6c50a657d1e90","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"excerpt":[{"_key":"94cfa9b48e9c","_type":"block","children":[{"_key":"6761ec0c3a5c0","_type":"span","marks":[],"text":"Common Room’s Discourse integration uses a webhook to receive new activity as it occurs. 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Just stick to the must-know-right-now items—with a little personality sprinkled throughout—and you’re all set."}],"markDefs":[],"style":"normal"},{"_key":"9e0eb95a68a5","_type":"block","children":[{"_key":"17b37115d5cb0","_type":"span","marks":[],"text":"When we started, our welcome message for all Uncommon members addressed four points:"}],"markDefs":[],"style":"normal"},{"_key":"4d46d7cb2950","_type":"block","children":[{"_key":"1637d3e5a24a0","_type":"span","marks":[],"text":"Tips for setting up their profile"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"5695b282d090","_type":"block","children":[{"_key":"45e376561f250","_type":"span","marks":[],"text":"Where to find what within the community"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"c1bf657fd6e5","_type":"block","children":[{"_key":"97ffa0dd83d10","_type":"span","marks":[],"text":"Who to contact with questions"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c39707e9aec","_type":"block","children":[{"_key":"dec55c11da620","_type":"span","marks":[],"text":"A link to our code of conduct"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d83ec223a8d9","_type":"block","children":[{"_key":"6473530321de0","_type":"span","marks":[],"text":"Other helpful items could be conversation prompts to kick off engagement or links to other resources, such as:"}],"markDefs":[],"style":"normal"},{"_key":"c35ac9f338be","_type":"block","children":[{"_key":"053397a50e4d0","_type":"span","marks":[],"text":"Expert articles"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1b8edd08b0cc","_type":"block","children":[{"_key":"6c6460a1bf2d","_type":"span","marks":[],"text":"Product overviews"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c6216b1a5ad","_type":"block","children":[{"_key":"3c55d4ca25f6","_type":"span","marks":[],"text":"Other community channels"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9bcfd305ee6b","_type":"block","children":[{"_key":"992e08f59deb","_type":"span","marks":[],"text":"Whatever you feel best fits the message!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bfbc1a3efda4","_type":"block","children":[{"_key":"9e24a208c0e10","_type":"span","marks":[],"text":"How to best say 'welcome to the community'"}],"markDefs":[],"style":"h3"},{"_key":"68d74ac798af","_type":"block","children":[{"_key":"895876078ccf0","_type":"span","marks":[],"text":"As for delivering that message, you have options. These will vary slightly depending on if you're using "},{"_key":"d827d7099f53","_type":"span","marks":["5e13e22d830f"],"text":"Slack, Discord, Discourse"},{"_key":"07bd6808504c","_type":"span","marks":[],"text":", or a different channel to host your community."}],"markDefs":[{"_key":"5e13e22d830f","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"866b30da1c10","_type":"block","children":[{"_key":"5c2435408a0d","_type":"span","marks":[],"text":"You should also consider how many people you’re welcoming per day, how hands-on your team wants to be, and which method would best fit the way your community operates."}],"markDefs":[],"style":"normal"},{"_key":"e59218ae45cb","_type":"block","children":[{"_key":"83449f0272f8","_type":"span","marks":[],"text":"How to automate your welcome message (with examples!)"}],"markDefs":[],"style":"h2"},{"_key":"8feed4919665","_type":"block","children":[{"_key":"1d6bc2df192d0","_type":"span","marks":[],"text":"When we first started the Uncommon Slack, we used GreetBot to ensure no new member slipped through the cracks, as well as"},{"_key":"551977ec22453","_type":"span","marks":["em"],"text":" "},{"_key":"551977ec22454","_type":"span","marks":[],"text":"a pinned message in the #announcements channel. The two are nearly identical, we just made the GreetBot a bit more concise and included a specific person they could contact with questions."}],"markDefs":[],"style":"normal"},{"_key":"34566ca9973e","_type":"block","children":[{"_key":"22041f7cfddd0","_type":"span","marks":[],"text":"By putting the same message in a public channel, we’re able to ensure everyone sees the message, the message is consistent, and the links will always be around for future reference."}],"markDefs":[],"style":"normal"},{"_key":"43ce5d05cff4","_type":"block","children":[{"_key":"760b4a077445","_type":"span","marks":[],"text":"1. Create and schedule your automated welcome message"}],"markDefs":[],"style":"h3"},{"_key":"c5d57d46e9ac","_type":"block","children":[{"_key":"882fd0f605c2","_type":"span","marks":[],"text":"Since we launched the Uncommon Slack, Common Room has added a brilliant automations feature set that enables you to create and schedule automated welcome messages to be sent to every new member that joins your community directly from a team member instead of a bot."}],"markDefs":[],"style":"normal"},{"_key":"f45e40ce1856","_type":"block","children":[{"_key":"05548a5763d8","_type":"span","marks":[],"text":"The goal here is to ensure that every newcomer has a personal invitation to interact with a member of the community's host team. It's an effective way to open the door to conversation early."}],"markDefs":[],"style":"normal"},{"_key":"f0664ea894a6","_type":"block","children":[{"_key":"a2fd70b956350","_type":"span","marks":[],"text":"2. Keep it short and sweet"}],"markDefs":[],"style":"h3"},{"_key":"590d1b8c85a6","_type":"block","children":[{"_key":"77a2ae86f468","_type":"span","marks":[],"text":"When we moved from GreetBot to Common Room's automations, we polled the Uncommon community about the message they'd prefer to receive. One option was longer and disclosed that it was an automated hello, while the other was shorter and did not provide the disclosure."}],"markDefs":[],"style":"normal"},{"_key":"929402035d09","_type":"block","children":[{"_key":"d70603729c64","_type":"span","marks":[],"text":"The community unanimously voted that shorter was sweeter as a welcome message, and today every new member receives this message:"}],"markDefs":[],"style":"normal"},{"_key":"00bab0192f2c","_type":"block","children":[{"_key":"46c476c09112","_type":"span","marks":["em"],"text":"Hey [awesome new member name]!\n\nI just wanted to say hi and welcome you to the Uncommon community—I'm Rebecca and it's a joy to have you here.\n\nI'd love to know what brought you to the community and something you're hoping to learn or share. And I want "},{"_key":"8e031ad11195","_type":"span","marks":[],"text":"you"},{"_key":"9a4787468328","_type":"span","marks":["em"],"text":" to know that if you have any questions, you're welcome to ask me or the community anything!\n"},{"_key":"c433b6d2cb31","_type":"span","marks":["strong","em"],"text":"\nTo help you get started:"}],"markDefs":[],"style":"normal"},{"_key":"6e0c9c95d2b0","_type":"block","children":[{"_key":"639e8db579fb","_type":"span","marks":["em"],"text":"You'll find a little Slack guide and community resources in #lets-begin"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4061b22ff8d8","_type":"block","children":[{"_key":"54c66185350a","_type":"span","marks":["em"],"text":"You can ask all your product questions in #common-room-product-help. We're all here to help!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"3c16c471c8b5","_type":"block","children":[{"_key":"49c4c27e312f","_type":"span","marks":["em"],"text":"Now head on over to #say-hello if you haven't yet. There's a whole community that's excited to meet you."},{"_key":"34784404f005","_type":"span","marks":[],"text":"\n\nAs always, you’re welcome to use our messages as templates when crafting your own!"}],"markDefs":[],"style":"normal"},{"_key":"feca4ce6fd48","_type":"block","children":[{"_key":"15b502878c730","_type":"span","marks":[],"text":"3. Send a personalized message"}],"markDefs":[],"style":"h3"},{"_key":"336278c47e20","_type":"block","children":[{"_key":"41d6c3cfa6820","_type":"span","marks":[],"text":"If you feel strongly about manually reaching out one on one and you're able to dedicate the necessary time and resources to keeping tabs on new sign-ups, a personalized message won't go out of style."}],"markDefs":[],"style":"normal"},{"_key":"6cc1a5aa2522","_type":"block","children":[{"_key":"902cbeb26fdc0","_type":"span","marks":[],"text":"We recommend including all the same info, just spicing it up with whatever personal info you may collect—their organization, home state, Twitter handle, etc."}],"markDefs":[],"style":"normal"},{"_key":"92397aeba289","_type":"block","children":[{"_key":"987fda8c6302","_type":"span","marks":[],"text":"That might look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"012655e2b9d4","_type":"block","children":[{"_key":"2a4104fa31920","_type":"span","marks":["em"],"text":"Hi, Mike! Welcome to Uncommon. We couldn’t be more excited to have you and the Acme community on board."}],"markDefs":[],"style":"normal"},{"_key":"048831f1c256","_type":"block","children":[{"_key":"7e92ec3be3430","_type":"span","marks":["em"],"text":"Before you begin chatting and making neat new friends, check out "},{"_key":"7e92ec3be3431","_type":"span","marks":["7f3040e4ccc2","em"],"text":"How to Make a Great First Impression on Slack"},{"_key":"7e92ec3be3432","_type":"span","marks":["em"],"text":". You'll find tips for building your profile and get a rundown of each channel. In order to make this a healthy, inclusive space, we also encourage every member to read our Uncommon Code of Conduct."}],"markDefs":[{"_key":"7f3040e4ccc2","_type":"link","href":"https://www.commonroom.io/uncommon/blog/slack-first-impression"}],"style":"normal"},{"_key":"9edbcf642535","_type":"block","children":[{"_key":"2a0b4eccc3d70","_type":"span","marks":["em"],"text":"After that, visit #say-hello to introduce yourself, then see what everyone is talking about in #community, the best place to discuss growing and engaging with your community (we also share a lot of great resources on Twitter as "},{"_key":"2a0b4eccc3d75","_type":"span","marks":["7091fe7ed0e3","em"],"text":"@CommonRoomHQ"},{"_key":"2a0b4eccc3d76","_type":"span","marks":["em"],"text":", in case @AcmeMike feels like connecting there, too!)."}],"markDefs":[{"_key":"7091fe7ed0e3","_type":"link","href":"https://twitter.com/commonroomHQ"}],"style":"normal"},{"_key":"8e3f7f85d0c0","_type":"block","children":[{"_key":"4e28df98d6030","_type":"span","marks":["em"],"text":"Thanks for joining the Uncommon community. When we say people matter most, we mean you ⬅️"}],"markDefs":[],"style":"normal"},{"_key":"622a69b1083c","_type":"block","children":[{"_key":"495896c4a9540","_type":"span","marks":[],"text":"This could go out as a DM in your channel of choice or via email—whatever feels more personal to you!"}],"markDefs":[],"style":"normal"},{"_key":"9edbedcd3a48","_type":"block","children":[{"_key":"5d2574c594dc0","_type":"span","marks":[],"text":"4. Make a quick call"}],"markDefs":[],"style":"h3"},{"_key":"e738954c0487","_type":"block","children":[{"_key":"f378d256949e0","_type":"span","marks":[],"text":"It’s 2023 and we’re recommending a phone call? Yes and no. This could be a typical 10-digit dial, but don’t forget Zoom, Slack, and FaceTime are all great alternatives. This is next-level personal and gives both you and the new member an opportunity to really get to know one another. You’ll likely cover topics you wouldn’t get from a form and can make the whole conversation as in-depth or as brief as you want."}],"markDefs":[],"style":"normal"},{"_key":"1a6aca5fc2de","_type":"block","children":[{"_key":"57fc1000d1c80","_type":"span","marks":[],"text":"This also allows you to send a follow-up with only the must-know info. Personality and pleasantries have already been covered. Hit them with a sincere thanks for chatting and a list of links to get started."}],"markDefs":[],"style":"normal"},{"_key":"95e99ee0767b","_type":"block","children":[{"_key":"fb5cdd3b92f70","_type":"span","marks":[],"text":"We’ll refrain from telling you how to talk on the phone—you know what to say! When it comes to reaching out after, you could try something like the below:"}],"markDefs":[],"style":"normal"},{"_key":"42900cc98ade","_type":"block","children":[{"_key":"c53b7c43c30a0","_type":"span","marks":["em"],"text":"Hi Mike,"}],"markDefs":[],"style":"normal"},{"_key":"65ee94ae76ff","_type":"block","children":[{"_key":"abb5a6988b2a0","_type":"span","marks":["em"],"text":"Thanks for taking the time to chat earlier, we’re excited to have you and the Acme community as part of Uncommon! As promised, below are a few different links I mentioned over the phone."}],"markDefs":[],"style":"normal"},{"_key":"1c500abd9f2a","_type":"block","children":[{"_key":"4554dbc7a2d8","_type":"span","marks":["em"],"text":"Whenever you’re ready, you can check out our tips for setting up your profile and look over the code of conduct."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2a79e70f3b86","_type":"block","children":[{"_key":"6b890755aef10","_type":"span","marks":["em"],"text":"To begin chatting, head to #say-hello to introduce yourself and meet fellow members, then see what everyone is talking about in #community."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"fc5bb7cf8609","_type":"block","children":[{"_key":"e423cd2546520","_type":"span","marks":["em"],"text":"We’re also on Twitter as "},{"_key":"e423cd2546521","_type":"span","marks":["527be0adca1f","em"],"text":"@CommonRoomHQ"},{"_key":"e423cd2546522","_type":"span","marks":["em"],"text":", and share regular articles over on the "},{"_key":"e423cd2546523","_type":"span","marks":["9e7fca112be9","em"],"text":"Uncommon blog"},{"_key":"e423cd2546524","_type":"span","marks":["em"],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"527be0adca1f","_type":"link","href":"https://twitter.com/commonroomHQ"},{"_key":"9e7fca112be9","_type":"link","href":"https://www.commonroom.io/uncommon/blog/"}]},{"_key":"64fef1fdefd1","_type":"block","children":[{"_key":"a6d8d11ca0e80","_type":"span","marks":["em"],"text":"If you run into trouble or have any questions, please don’t hesitate to reach out. Looking forward to connecting again soon."}],"markDefs":[],"style":"normal"},{"_key":"e8b9dbebe751","_type":"block","children":[{"_key":"680b8eb126940","_type":"span","marks":[],"text":"Quick and to the point, plus a few bonus links if you have ‘em—maybe a few came up as part of the conversation. Not every call will be a copy-and-paste situation, so be sure to take notes to personalize the follow-up."}],"markDefs":[],"style":"normal"},{"_key":"9f1b3e180236","_type":"block","children":[{"_key":"69cefac5bb8d0","_type":"span","marks":[],"text":"5. Send surprise swag"}],"markDefs":[],"style":"h3"},{"_key":"661beae34b94","_type":"block","children":[{"_key":"350e98f80bbe0","_type":"span","marks":[],"text":"In a "},{"_key":"1de7c87ac7471","_type":"span","marks":["21ee0bbe304f"],"text":"quick, informal poll"},{"_key":"1de7c87ac7472","_type":"span","marks":[],"text":" of our Twitter friends, receiving surprise swag came out as the favorite way to be welcomed."}],"markDefs":[{"_key":"21ee0bbe304f","_type":"link","href":"https://twitter.com/CommonRoomHQ/status/1422308332191182855"}],"style":"normal"},{"_key":"713d9a1810cc","_type":"block","children":[{"_key":"afc47aa496650","_type":"span","marks":[],"text":"It might seem like a lot of work, but consider it a combo of the personalized message and quick phone call: You write a note to include with the goods, then send a follow-up email with all the important links."}],"markDefs":[],"style":"normal"},{"_key":"744301afd5b2","_type":"block","children":[{"_key":"f905b20961d60","_type":"span","marks":[],"text":"If you ask for an address as part of the sign-up flow, the hardest part is all taken care of. 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We’ve seen community managers hesitate to do this though, because migrating to Discord introduces anonymous and unverified identities, and this lack of visibility into who's joining a community presents potential concerns around community safety and inclusivity."}],"markDefs":[]},{"_key":"525e5aac649b","_type":"block","children":[{"_key":"a2fc2f40afb50","_type":"span","marks":[],"text":"While we recognize that the anonymity is by design and can have its merits, in community terms we believe that "},{"_key":"3315cd1ec175","_type":"span","marks":["c549627b5109"],"text":"visibility"},{"_key":"cf034d9db5a9","_type":"span","marks":[],"text":" into the people who participate in your community is paramount to fostering a safe and inclusive community, and to support, collaborate, and build better products alongside them. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! On top of it all, you need to find time to welcome, onboard, and check in with every new member on Slack and Discord.\n\nDon’t worry, you simply need to automate those tasks to make it all work!\n\nCommon Room allows you to quickly set up "},{"_key":"1770bac5116d1","_type":"span","marks":["68a33d967409"],"text":"automated Workflows"},{"_key":"1770bac5116d2","_type":"span","marks":[],"text":" for your Slack community. Our Slack integration lets you save time and stay on top of some of the most important community tasks at scale.\n\nIn the case of welcoming and onboarding new members, you can create an Onboarding Journey Workflow that allows you to send a custom message to members when they join your Slack community. 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You can transcend this messy approach and elevate your Slack or Discord communities by integrating with Common Room.\n\nUsing reporting, you can understand community metrics like membership growth, engagement, activity levels, sentiment, and response rate across your community.\n\nAnother useful feature of reporting is the collaborative “share” option for you and your teammates. 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This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! 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onboarding new community members is a make-or-break moment."}],"markDefs":[],"style":"normal"},{"_key":"ba17a2d532ea","_type":"block","children":[{"_key":"5396a8cc137e0","_type":"span","marks":[],"text":"Dropping new members into a Slack or Discord community without guidance or context could make them feel overwhelmed or unwelcome — like entering a party with strangers. 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("},{"_key":"3f7daa1ab3c71","_type":"span","marks":["9cde2e879c36"],"text":"Sign-up for free"},{"_key":"3f7daa1ab3c72","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"9cde2e879c36","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4fccf71436d9","_type":"block","children":[{"_key":"87dd78b93fae","_type":"span","marks":[],"text":"- A Slack or Discord workspace"}],"markDefs":[],"style":"callout"},{"_key":"7162205cc86f","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"26a2fce76d90","_type":"block","children":[{"_key":"1b32cfdcd73d","_type":"span","marks":[],"text":"Step 1: Connect to Slack or Discord"}],"markDefs":[],"style":"h3"},{"_key":"c8e27d65ef47","_type":"block","children":[{"_key":"b30d727675000","_type":"span","marks":[],"text":"For this exercise, imagine you have a growing global Slack community and are falling behind at sending prompt welcome messages."}],"markDefs":[],"style":"normal"},{"_key":"c03ea3023848","_type":"block","children":[{"_key":"de20b02468f40","_type":"span","marks":[],"text":"We’ll need to connect Slack to Common Room to set up automated welcome messages. 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And now we’ll find ourselves creating our first workflow!"}],"markDefs":[],"style":"normal"},{"_key":"d5e85c57512f","_type":"mainImage","asset":{"_ref":"image-ea7088b8365315d7e18a6f27c3357802b4e911a9-1526x828-png","_type":"reference"}},{"_key":"c5ebaf32ba6c","_type":"block","children":[{"_key":"ff6660c66cd30","_type":"span","marks":[],"text":"You’ll be taken to a workflow canvas with a pre-built onboarding journey workflow."}],"markDefs":[],"style":"normal"},{"_key":"0ad4fefad848","_type":"block","children":[{"_key":"a413e20385210","_type":"span","marks":[],"text":"The first thing we’ll do is confirm we’re connected to the right Slack workspace and choose the duration of our wait step before sending our welcome message."}],"markDefs":[],"style":"normal"},{"_key":"5d72c5d198a1","_type":"block","children":[{"_key":"233889a398930","_type":"span","marks":[],"text":"In our Uncommon community, we wait 30 minutes (this is the default) before we send a message to our new members. You can choose what the right number is for you. In minutes, days, or months (maybe don’t wait months to welcome your new members, though 😜)."}],"markDefs":[],"style":"normal"},{"_key":"e0f715f32c06","_type":"mainImage","asset":{"_ref":"image-b96757d21b41b2a31daf5c7b9d7c4e25add12094-744x488-png","_type":"reference"},"caption":"Select a wait duration to send a welcome message"},{"_key":"6997e1b58144","_type":"workflowReference","workflow":{"_ref":"508bf203-a59e-4cad-9e04-14e2b2dcde90","_type":"reference"}},{"_key":"b5d19a12a552","_type":"anchor","label":"Step 3: Send messages (optional)"},{"_key":"3b88b0b51d16","_type":"block","children":[{"_key":"d3bdfba93fcc","_type":"span","marks":[],"text":"Step 3 (optional): Send personalized messages based on member traits"}],"markDefs":[],"style":"h3"},{"_key":"d7b66b5a82d3","_type":"block","children":[{"_key":"185b5c2beb6a0","_type":"span","marks":[],"text":"As you scroll to the next section in the workflow, you’ll see an area titled "},{"_key":"185b5c2beb6a1","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Continue if specific filters apply"},{"_key":"185b5c2beb6a2","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"27b431c616fa","_type":"block","children":[{"_key":"a5c2125a9e0e0","_type":"span","marks":[],"text":"This is a small section, but it’s mighty. It enables you to get granular and create personalized onboarding experiences if you need/want to."}],"markDefs":[],"style":"normal"},{"_key":"751fd69b9c96","_type":"block","children":[{"_key":"8395633d900f0","_type":"span","marks":[],"text":"To show how this works, we’ll add a fork to the workflow by adding a filter by member role. For example, we can select "},{"_key":"c79ac76af7cc","_type":"span","marks":["strong"],"text":"Marketing"},{"_key":"88bb12cb3192","_type":"span","marks":[],"text":" and "},{"_key":"897a4bcc70d1","_type":"span","marks":["strong"],"text":"Sales"},{"_key":"f6b6fbae3825","_type":"span","marks":[],"text":" roles to send custom welcome messages, letting them know they’ll be booted for sending spam to our community members."}],"markDefs":[],"style":"normal"},{"_key":"63b9fd2c8f9b","_type":"mainImage","asset":{"_ref":"image-465b51493ad80ebe4eb2a5fb38c09225e071b0d1-806x1110-png","_type":"reference"},"caption":"Personalize your welcome message with filters for \"Member\" or \"Organization\" traits"},{"_key":"e217c9b21a15","_type":"block","children":[{"_key":"edad3ad47ca40","_type":"span","marks":[],"text":"If you don’t need to send a personalized message, just toggle this step off by clicking the top left blue button. "},{"_key":"edad3ad47ca41","_type":"span","marks":["em"],"text":"Blue means on, and grey means off."}],"markDefs":[],"style":"normal"},{"_key":"89c28f3e8f0d","_type":"anchor","label":"Step 4: Schedule messages (optional)"},{"_key":"7d54212be9e8","_type":"block","children":[{"_key":"407fe5fb93bb0","_type":"span","marks":[],"text":"Step 4 (optional): Set working hours for message sends"}],"markDefs":[],"style":"h3"},{"_key":"2fd55a9ceba6","_type":"block","children":[{"_key":"6738d9f4fed90","_type":"span","marks":[],"text":"As we move down the logic tree, there’s an option to "},{"_key":"6738d9f4fed91","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Wait for working hours"},{"_key":"6738d9f4fed92","_type":"span","marks":[],"text":". This is an especially helpful option for expectation setting. If you have (or are) a dedicated community manager, you may want to set expectations for when people can expect to receive a message from you."}],"markDefs":[],"style":"normal"},{"_key":"aa10d2b9b55b","_type":"block","children":[{"_key":"cc1f83a297070","_type":"span","marks":[],"text":"🔥 "},{"_key":"cc1f83a297071","_type":"span","marks":["strong"],"text":"Tip:"},{"_key":"cc1f83a297072","_type":"span","marks":[],"text":" When building your message, consider what you want your new members to know and what action you want them to take."}],"markDefs":[],"style":"callout"},{"_key":"0b51883b82c4","_type":"anchor","label":"Step 5: Draft your message"},{"_key":"9361290543d3","_type":"block","children":[{"_key":"65ad32d0af29","_type":"span","marks":[],"text":"Step 5: Draft and preview your welcome message"}],"markDefs":[],"style":"h3"},{"_key":"2ba08380ee5e","_type":"block","children":[{"_key":"61b1d7e29bce0","_type":"span","marks":[],"text":"In our next step, we'll draft the welcome message new members will see. Here, you can choose the account of the person sending the message and then write the message itself!"}],"markDefs":[],"style":"normal"},{"_key":"ba8dbce49cb2","_type":"mainImage","asset":{"_ref":"image-d75243291dcd05da8dd44304e920842d02b68c08-2932x1832-png","_type":"reference"},"caption":"Draft and preview your Slack welcome message"},{"_key":"abddfd579a48","_type":"block","children":[{"_key":"7b30ee019ade0","_type":"span","marks":[],"text":"In this example, we point out what channels might interest the new member and then encourage them to take action."}],"markDefs":[],"style":"normal"},{"_key":"6d54e51d1346","_type":"block","children":[{"_key":"a8b80a73e9370","_type":"span","marks":[],"text":"You can then preview the message and send a test message to see exactly how it will look in Slack."}],"markDefs":[],"style":"normal"},{"_key":"a997444cf042","_type":"block","children":[{"_key":"f1f5a5d583df0","_type":"span","marks":[],"text":"Once you're happy with the message, click to save and get those onboarding messages flowing! For Slack, these messages will be sent directly to each new member who fits your filter criteria."}],"markDefs":[],"style":"normal"},{"_key":"a766aed71297","_type":"block","children":[{"_key":"ff1743c213ee0","_type":"span","marks":[],"text":"Congrats! We've set up our automated Slack welcome and saved ourselves a ton of time."}],"markDefs":[],"style":"normal"},{"_key":"d15097f56508","_type":"anchor","label":"Bonus: Automating onboarding messages"},{"_key":"994a733beab8","_type":"block","children":[{"_key":"fe31d91e98440","_type":"span","marks":[],"text":"Bonus: Automating Discord onboarding messages"}],"markDefs":[],"style":"h2"},{"_key":"a90edfa37ca7","_type":"block","children":[{"_key":"3ad036375d340","_type":"span","marks":[],"text":"We used Slack as our community platform in this example, but the process for doing so in Discord is almost the same."}],"markDefs":[],"style":"normal"},{"_key":"a68638eefbaf","_type":"block","children":[{"_key":"11f8539e2f520","_type":"span","marks":[],"text":"Just, instead of directly messaging the new member, you can post a message on a channel!"}],"markDefs":[],"style":"normal"},{"_key":"3bdaff36da1a","_type":"block","children":[{"_key":"7b9193a2afa60","_type":"span","marks":[],"text":"If you're using Discord, take a look at this handy video that explains the process:"}],"markDefs":[],"style":"normal"},{"_key":"b8dd3bef9562","_type":"externalVideo","url":"https://www.youtube.com/watch?v=yddEcmUz_UQ"},{"_key":"3a94cdf25014","_type":"anchor","label":"Wrapping up"},{"_key":"279af89ed2da","_type":"block","children":[{"_key":"f7eb64fcadc8","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"2c9a2a2fb284","_type":"block","children":[{"_key":"c1e1d4194b750","_type":"span","marks":[],"text":"After you've set up your welcome message, you can do many other things with workflows. 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What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". After a few minutes, activity from Slack will begin to populate in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"d05ad8819c11","_type":"block","children":[{"_key":"a1d5623cd1780","_type":"span","marks":[],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"ee681fb4132a","_type":"block","children":[{"_key":"23ae243e830b0","_type":"span","marks":[],"text":"Now, we’ll follow a similar pattern to connect our other sources. Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. From here you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ae202f6dec09","_type":"mainImage","asset":{"_ref":"image-d161b448abb1d182c3fc7a461bc9108253750848-2006x1038-png","_type":"reference"},"caption":"Authenticate your community GitHub and select repos"},{"_key":"6ceb95ed42d1","_type":"block","children":[{"_key":"75c7e9e1a75f0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from the repositories you’ve chosen."}],"markDefs":[],"style":"normal"},{"_key":"21a8e949976b","_type":"anchor","label":"Step 2: Let the buyer intent data flow"},{"_key":"e9df601da6c4","_type":"block","children":[{"_key":"bcbf4760b31d0","_type":"span","marks":[],"text":"Step 2: Let the buyer intent data flow"}],"markDefs":[],"style":"h3"},{"_key":"55ca41183a5a","_type":"block","children":[{"_key":"075de60a62bb0","_type":"span","marks":[],"text":"After connecting our other relevant sources (Discourse, LinkedIn, Twitter, etc.), Common Room will import data into your workspace following the docs "},{"_key":"d0d9ccea05ec","_type":"span","marks":["538121eb0b6b"],"text":"outlined here"},{"_key":"9b85e171be95","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"538121eb0b6b","_type":"link","href":"https://docs.commonroom.io/get-started/integrations"}],"style":"normal"},{"_key":"3cc5d3541c91","_type":"block","children":[{"_key":"db7f4c579d0a0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"db7f4c579d0a1","_type":"span","marks":[],"text":" Importing data may take some time, depending on the source and volume of activity you're bringing into Common Room)."}],"markDefs":[],"style":"callout"},{"_key":"b3d3cfec4645","_type":"block","children":[{"_key":"8598500b7e170","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"fe54afd6be34","_type":"span","marks":["strong"],"text":"Members"},{"_key":"af22e9643422","_type":"span","marks":[],"text":" menu item, and you’ll see members from across your various connected sources begin to roll in."}],"markDefs":[],"style":"normal"},{"_key":"def6897dcf8e","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active members in Common Room"},{"_key":"13f670d309f8","_type":"block","children":[{"_key":"be0dbfc4ec770","_type":"span","marks":[],"text":"By default, you’ll notice that Common Room will surface rich data points like "},{"_key":"2196e7b078bc","_type":"span","marks":["strong"],"text":"Impact Points"},{"_key":"b4fe6c9f6cc1","_type":"span","marks":[],"text":", "},{"_key":"c8bc2e93c886","_type":"span","marks":["strong"],"text":"Activity Count"},{"_key":"02873c89b2e2","_type":"span","marks":[],"text":", "},{"_key":"2ef008eba22d","_type":"span","marks":["strong"],"text":"Profiles"},{"_key":"b1f7d253ab25","_type":"span","marks":[],"text":", and other useful tidbits. Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. 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We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"bf9b8cb6-cda4-461b-9ec9-811c929755a0","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JY5vP","_createdAt":"2023-03-30T22:31:33Z","_updatedAt":"2024-09-11T17:16:26Z","body":[{"_key":"a13285f34ce3","_type":"anchor","label":"Overview"},{"_key":"54981c9bf043","_type":"block","children":[{"_key":"3bf5b8a9aafd","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"2541f3c7be5c","_type":"block","children":[{"_key":"f0e47a8429e00","_type":"span","marks":[],"text":"Champions, the kind that “champion” your product or brand, are the secret to fueling word of mouth."}],"markDefs":[],"style":"normal"},{"_key":"09fc22ca6ebe","_type":"block","children":[{"_key":"c2bba4b48c860","_type":"span","marks":[],"text":"Champions initiate the classic growth loop: Start with a small set of early adopters who love your product. Those folks spread the word to like-minded peers. This leads to more product adoption and happy customers (i.e., more champions are created). And the process repeats."}],"markDefs":[],"style":"normal"},{"_key":"944b14b2d4cc","_type":"block","children":[{"_key":"d907425b2c9f0","_type":"span","marks":[],"text":"While we can’t help with building a beloved product, this tutorial will give you a method to identify customers who love your product and share it with others. 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These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"ca4fab9f-273f-4a1b-ab68-52582b6b33b9","_type":"post","_rev":"D0ew2kDmLYWHslO7Osda3o","_createdAt":"2022-08-05T18:31:45Z","_updatedAt":"2022-08-18T18:33:56Z","body":[{"_key":"f4cad00e17f9","_type":"block","children":[{"_key":"eeae21fd61690","_type":"span","marks":[],"text":"Community is a broad term. Depending on the type of company the community is associated with, the term likely has different meanings."}],"markDefs":[],"style":"normal"},{"_key":"13fcee362476","_type":"block","children":[{"_key":"cb01d8423207","_type":"span","marks":[],"text":"In the world of software, community has generally been used to describe a group of like minded users who come together to learn, help each other build, and exchange best practices around the tool, platform, or technology they share interest in."}],"markDefs":[],"style":"normal"},{"_key":"2649e7644ed7","_type":"block","children":[{"_key":"568ddcab4a44","_type":"span","marks":[],"text":"Alongside this community is another online community of people who gather to interact with a company’s brand on social platforms like Twitter, Facebook, and LinkedIn."}],"markDefs":[],"style":"normal"},{"_key":"61b226d1f23e","_type":"block","children":[{"_key":"04010f6c9f29","_type":"span","marks":[],"text":"The Venn diagram of these two groups typically has a fair amount of overlap, however the way they engage with an organization and what they expect can differ significantly. These differences require unique skill sets that have resulted in the emergence of two roles: the social media manager and the community manager."}],"markDefs":[],"style":"normal"},{"_key":"4628d148d560","_type":"block","children":[{"_key":"d9b16775964a","_type":"span","marks":[],"text":"When considering who should support these communities it’s important to think through the different goals, metrics, and desired outcomes. This will ensure you build the right job descriptions and expectations to have the right person or people aligned to these important efforts."}],"markDefs":[],"style":"normal"},{"_key":"4d0f71af46a0","_type":"block","children":[{"_key":"8ca207d468970","_type":"span","marks":[],"text":"What is a Community Manager?"}],"markDefs":[],"style":"h3"},{"_key":"f11f90702be1","_type":"block","children":[{"_key":"8f31e55e394e","_type":"span","marks":[],"text":"A community manager is responsible for the management of an organization's online community."}],"markDefs":[],"style":"normal"},{"_key":"17a319766c62","_type":"block","children":[{"_key":"d6a22c0ec9e3","_type":"span","marks":[],"text":"Community managers are tasked with building, supporting, and maintaining a healthy community of users. Users, in this case, include both those who are currently engaged with the company’s products as well as potential customers who might be exploring or researching to determine whether the software is right for them."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"eb2117acbd78","_type":"block","children":[{"_key":"4f0ad3f923c0","_type":"span","marks":[],"text":"Community managers work to understand the dynamics of their community and "},{"_key":"e9b379f901821","_type":"span","marks":["165cdc762d1f"],"text":"track success metrics"},{"_key":"e9b379f901822","_type":"span","marks":[],"text":" such as community growth, activity, and impact. They also track qualitative information including which users are acting as champions, who is actively involved, what is the sentiment of the community at large, and what kinds of things they are talking about. All of this informs how they spend their time and where they invest their resources."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"4fd6b9f64a23","_type":"block","children":[{"_key":"138fd14bf998","_type":"span","marks":[],"text":"One important distinction is that Community Managers are not anonymous. They likely have their picture or a recognizable avatar in their profile, and they post under their own name. They act as a representative of the company or organization they work for, but are still individuals with their own personality, voice, and style."}],"markDefs":[],"style":"normal"},{"_key":"82148fdc8cf1","_type":"block","children":[{"_key":"66415badfd940","_type":"span","marks":[],"text":"What do Community Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"be6d59801f2d","_type":"block","children":[{"_key":"88b736850ef6","_type":"span","marks":[],"text":"Along with having a deep understanding of their community, community managers are also responsible for programmatic engagement. They likely chat with community members in both one-on-one and one-to-many online forums like Slack and Discord. When users have questions or they are new to a community the Community Manager helps them get the answer they need by sharing resources or flagging the question for follow-up by other members of their extended teams."}],"markDefs":[],"style":"normal"},{"_key":"28a1b99fc537","_type":"block","children":[{"_key":"bc0655985e56","_type":"span","marks":[],"text":"In order to reward and encourage members of their community to support others, they may "},{"_key":"3b79485955a8","_type":"span","marks":["fc75c1c9baa7"],"text":"build Champion programs"},{"_key":"d4bdb7873bc3","_type":"span","marks":[],"text":" or create rewards programs for users who meet specified criteria. This can be either externally defined for users or as part of a surprise-and-delight strategy to keep people engaged and motivated."}],"markDefs":[{"_key":"fc75c1c9baa7","_type":"link","href":"https://www.commonroom.io/blog/building-a-champions-program-for-developer-focused-communities/"}],"style":"normal"},{"_key":"41959a542208","_type":"block","children":[{"_key":"cd62a91aa0af","_type":"span","marks":[],"text":"They might also schedule in-person meet-ups or help coordinate community events alongside other corporate events to create a sense of camaraderie that is uniquely generated in face-to-face settings."}],"markDefs":[],"style":"normal"},{"_key":"336d280eba90","_type":"block","children":[{"_key":"4d0dd429d574","_type":"span","marks":[],"text":"Community Managers also serve an inbound function for their organizations by monitoring trends and discussions to provide valuable feedback to internal teams."}],"markDefs":[],"style":"normal"},{"_key":"968d8656325c","_type":"block","children":[{"_key":"85d06b4d4bc1","_type":"span","marks":[],"text":"Product-led growth companies (PLG) in particular have become very good at understanding what their users are trying to accomplish and they adjust their product roadmaps and engineering resources to help solve these problems. Strong communities help to provide clarity on this topic and can have a significant influence on companies who practice "},{"_key":"ead5760b9e35","_type":"span","marks":["e14577485233"],"text":"community-driven product developement"},{"_key":"f6522d516f85","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"e14577485233","_type":"link","href":"https://www.commonroom.io/blog/community-driven-product-development-overview-and-trends/"}],"style":"normal"},{"_key":"168446251f5f","_type":"block","children":[{"_key":"bd40ef8be43a","_type":"span","marks":[],"text":"While these are some of the core areas of responsibility for community managers, additional responsibilities can include:"}],"markDefs":[],"style":"normal"},{"_key":"c8c6eb903689","_type":"block","children":[{"_key":"898ec07f22970","_type":"span","marks":[],"text":"Building and delivering product demos, workshops, and documentation."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"67f8f7266a04","_type":"block","children":[{"_key":"4cf17c7e26470","_type":"span","marks":[],"text":"Recruiting community members for CFPs and content development."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"dd125eb3b007","_type":"block","children":[{"_key":"9c6f0c2da1910","_type":"span","marks":[],"text":"Keeping track of metrics and reporting on the "},{"_key":"2ef16fa169d2","_type":"span","marks":["90d8fc0e05b3"],"text":"impact of community on the business"},{"_key":"bc6ab93806c5","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"90d8fc0e05b3","_type":"link","href":"https://www.commonroom.io/blog/prove-roi-scale-community-impact-and-empower-the-business"}],"style":"normal"},{"_key":"e6f535cf62dd","_type":"block","children":[{"_key":"a9a5a32800520","_type":"span","marks":[],"text":"All this to say that Community Manager roles are expansive, varied, and usually highly-customized to the needs and dynamics of the communities they are supporting."}],"markDefs":[],"style":"normal"},{"_key":"6638cbe996cf","_type":"block","children":[{"_key":"fcbae8b966da0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"1cd35ec05168","_type":"block","children":[{"_key":"f3547f903a740","_type":"span","marks":[],"text":"Community teams can sit in a number of different business functions. Many community managers report in to marketing, product, developer relations, and in some cases engineering."}],"markDefs":[],"style":"normal"},{"_key":"3d5edb7d1970","_type":"block","children":[{"_key":"401c10c10fd8","_type":"span","marks":[],"text":"Wherever the roles sit, the skills required to be successful are consistent. These individuals are strategic thinkers who are able to leverage data and community feedback to prioritize their work. They understand how and when to prioritize activities for scale versus honing in on one or just a few users at a time because it will lead to much broader impact."}],"markDefs":[],"style":"normal"},{"_key":"70932599209d","_type":"block","children":[{"_key":"15ae9634a3990","_type":"span","marks":[],"text":"What is a Social Media Manager?"}],"markDefs":[],"style":"h3"},{"_key":"c9c56c12b9b4","_type":"block","children":[{"_key":"288da2e27881","_type":"span","marks":[],"text":"Social Media Managers act as the brand. They implement a social media strategy and design social media campaigns to build brand awareness and affinity through social networks."}],"markDefs":[],"style":"normal"},{"_key":"00eda60b044e","_type":"block","children":[{"_key":"cff445365a24","_type":"span","marks":[],"text":"Sometimes called Social Media Marketers or Social Media Community Managers, their voice is the voice of the company and they are experts in using digital media to communicate with their community."}],"markDefs":[],"style":"normal"},{"_key":"516159620616","_type":"block","children":[{"_key":"41415c3ae949","_type":"span","marks":[],"text":"The role can be challenging as Social Media Managers must not only be able to understand their target audience and what topics resonate with them, but they must also be able to navigate how to leverage the brand’s social media accounts to deliver both good news and sometimes address difficult situations."}],"markDefs":[],"style":"normal"},{"_key":"33f117f87ddd","_type":"block","children":[{"_key":"60db2e4358c00","_type":"span","marks":[],"text":"What do Social Media Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"a220acb2de8f","_type":"block","children":[{"_key":"8b45d6f411ef","_type":"span","marks":[],"text":"In a world with multiple social platforms each with its own nuances, strengths, and demographics, the Social Media Manager must know which medium to use to deliver the right message to the right audience. While this may seem seamless to the outside observer, it is not something that happens without planning and strategy."}],"markDefs":[],"style":"normal"},{"_key":"e6b1f9b247ee","_type":"block","children":[{"_key":"d0aaee78f134","_type":"span","marks":[],"text":"Landing a message on TikTok, heavy on video, is much different from a good Twitter or Facebook group post. While sometimes the medium used on one platform can translate easily to another, that isn’t always the case. These marketers must be savvy about which medium to use where and must also be skilled in working across digital mediums to create the content they need to deliver."}],"markDefs":[],"style":"normal"},{"_key":"f1a7f5a18b11","_type":"block","children":[{"_key":"e25b57fe750e","_type":"span","marks":[],"text":"Protecting the brand identity and ensuring consistency in voice and tone is critical. When Social Media Community Managers communicate they are speaking as the brand. It might be clear that there is a clever creative behind the content being produced, but what is produced is inextricably associated with the company, their reputation, and their values. Understanding how to balance this while effectively influencing their audience is a unique and challenging skill that should not be undervalued."}],"markDefs":[],"style":"normal"},{"_key":"24b65ab5e21c","_type":"block","children":[{"_key":"8d6c8fb0cc1f","_type":"span","marks":[],"text":"Effective social media managers tap into the hearts and minds of their audience to grow a brand’s following. The best will be able to convert fans into customers and show the impact of social media to the business. Sometimes, like a Community Manager, they will answer questions or address customer problems."}],"markDefs":[],"style":"normal"},{"_key":"dbb957b9f000","_type":"block","children":[{"_key":"07872f2d92dd0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"cf195c96cee0","_type":"block","children":[{"_key":"e08222582663","_type":"span","marks":[],"text":"Given their charter, Social Media Managers are typically digital marketing roles that sit inside of corporate marketing teams. These teams are also responsible for functions like PR, brand, and corporate communications. They are measured by metrics such as growth, engagement rate, share of voice, and sentiment. Social listening platforms are often used to measure these outcomes and help provide the data necessary to plan and prioritize how they execute."}],"markDefs":[],"style":"normal"},{"_key":"35afb942c1a2","_type":"block","children":[{"_key":"af1e8dee4dc30","_type":"span","marks":[],"text":"So… can Community Managers and Social Media Managers be the same person?"}],"markDefs":[],"style":"h3"},{"_key":"8ff0f995c9ed","_type":"block","children":[{"_key":"175542d1e395","_type":"span","marks":[],"text":"It could be and often in small companies it is. Both roles are increasingly strategic in today’s digital world and require adept advocacy and communication skills."}],"markDefs":[],"style":"normal"},{"_key":"6b809f58618c","_type":"block","children":[{"_key":"4873fcffa141","_type":"span","marks":[],"text":"Ideally, given the differences in the function, metrics, and desired outcomes, these roles are managed by distinct people or teams of people. As stated in the beginning, community can mean different things in various companies and for disparate audiences. As you would have a unique strategy for discreet user personas you should also have specific strategies to effectively engage your communities as they grow and evolve over time."}],"markDefs":[],"style":"normal"},{"_key":"64a1d53e44cb","_type":"block","children":[{"_key":"d598b6af3634","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. In the end, not everyone has the luxury of having separate roles for each community, but having a specific strategy for each, regardless of the audience overlap, is critical for growing and sustaining your communities."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"de8791616039","_type":"block","children":[{"_key":"8ff60e039ad1","_type":"span","marks":[],"text":"For more resources and guidance on building your community, check out the "},{"_key":"f565bebd04261","_type":"span","marks":["b1c1c36d6f68"],"text":"Common Room blog"},{"_key":"f565bebd04262","_type":"span","marks":[],"text":" or join our community for community leaders, "},{"_key":"f565bebd04263","_type":"span","marks":["04f2e90fedf0"],"text":"Uncommon"},{"_key":"f565bebd04264","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d4b08dc8692eae602c369648c59c2eec84a59f19-2400x1260-png","_type":"reference"}},"categories":[{"_key":"d87d8c540f63","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"}],"excerpt":[{"_key":"327b2c3409ec","_type":"block","children":[{"_key":"1b66c0a1d1aa","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. 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However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? 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Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". 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Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. 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Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). 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"}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. We were hoping to narrow our focus a bit more, so we’ll click the + "},{"_key":"fd4a96283a94","_type":"span","marks":["strong"],"text":"Add filter"},{"_key":"a96fa86bd8e8","_type":"span","marks":[],"text":" button and add a filter to identify accounts with activity in the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"27e2c87de8a4","_type":"mainImage","asset":{"_ref":"image-812119e786b7b8d00983975c4e7f1216070f0f98-2160x486-png","_type":"reference"},"caption":"Filter organizations by activity level"},{"_key":"e64843e56df6","_type":"block","children":[{"_key":"ec8bea1230e2","_type":"span","marks":[],"text":"This narrows our account selection to the sweet spot we were looking for — a couple of dozen accounts! Now, we’ll want to turn this filter into a "},{"_key":"6f1917c8b2d6","_type":"span","marks":["33509fb7516f"],"text":"Segment"},{"_key":"5379c78fb695","_type":"span","marks":[],"text":" that we can use to inform target account selection in tools like our CRM or an ad platform."}],"markDefs":[{"_key":"33509fb7516f","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"f9e03f5d1d5e","_type":"block","children":[{"_key":"fb1726b3ac210","_type":"span","marks":["strong"],"text":"Note: "},{"_key":"f68f02239536","_type":"span","marks":[],"text":"“Segments” is Common Room speak that refers to the functionality allowing you to create contact cohorts."}],"markDefs":[],"style":"callout"},{"_key":"f025d82a9409","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Filter results by active date range"},{"_key":"0dad931dafbf","_type":"anchor","label":"Step 4: Create a segment"},{"_key":"f4c97eed81b1","_type":"block","children":[{"_key":"63ee0cc602d2","_type":"span","marks":[],"text":"Step 4: Create a segment of active accounts that fit our criteria"}],"markDefs":[],"style":"h3"},{"_key":"a2404ed7e46d","_type":"block","children":[{"_key":"62b6b3740e7d0","_type":"span","marks":[],"text":"Remembering our target account criteria — 50+ employees, $50M in revenue, active in the last 28 days — we’ll head over to the "},{"_key":"62b6b3740e7d1","_type":"span","marks":["4392a5b67a72"],"text":"Segments"},{"_key":"62b6b3740e7d2","_type":"span","marks":[],"text":" menu item to build our evergreen target account list."}],"markDefs":[{"_key":"4392a5b67a72","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"9dfb86226a99","_type":"block","children":[{"_key":"586c5867d72d0","_type":"span","marks":[],"text":"We’ll click the "},{"_key":"c257ed4dfd4b","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"b5918924a82d","_type":"span","marks":[],"text":" button and give our segment a name and description."}],"markDefs":[],"style":"normal"},{"_key":"e32d27115532","_type":"mainImage","asset":{"_ref":"image-7f0ce04445b6ce0524f539ea93f0ef5b9e415f30-2932x1832-png","_type":"reference"},"caption":"Name and create a segment"},{"_key":"aaaba2bf4ae0","_type":"block","children":[{"_key":"fdf24e8d7107","_type":"span","marks":[],"text":"Then, click the "},{"_key":"f81e908591f0","_type":"span","marks":["strong"],"text":"+ Add contacts"},{"_key":"1a3fc0c2a0d2","_type":"span","marks":[],"text":" button and select "},{"_key":"d187cc540e0b","_type":"span","marks":["strong"],"text":"Auto add contacts"},{"_key":"7a76fcd0e531","_type":"span","marks":[],"text":" from the dropdown. This is where we will set the criteria to auto-add/remove organizations to our target account list."}],"markDefs":[],"style":"normal"},{"_key":"b037a06e9d9b","_type":"mainImage","alt":"Automatically add/remove contacts from segments","asset":{"_ref":"image-70cdd241f1338bf04d7159e9d2b71d810f68fdf7-544x376-png","_type":"reference"},"caption":"Automatically add/remove contacts from segments"},{"_key":"8403726b37e6","_type":"block","children":[{"_key":"b527554043ce","_type":"span","marks":[],"text":"Click the "},{"_key":"e57b227904ee","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"aef794e788cd","_type":"span","marks":[],"text":" button and add filters accordingly. Here we can also choose to apply inverse filters from our "},{"_key":"4d6dbd4f86aa","_type":"span","marks":["strong"],"text":"Auto add"},{"_key":"c58e65dd9ad8","_type":"span","marks":[],"text":" criteria so that our target account list remains evergreen (i.e., if there's no contact activity from an organization after 28 days, that organization will be removed from our segment). And be sure to click "},{"_key":"6d2da3ed064b","_type":"span","marks":["strong"],"text":"Save!"}],"markDefs":[],"style":"normal"},{"_key":"1049c4b63440","_type":"mainImage","asset":{"_ref":"image-3cd2c611817ad6cd031f9ea1d39dec2725d3d7a0-2932x1832-png","_type":"reference"},"caption":"Set your criteria to auto-add/remove contact of a segment"},{"_key":"e25e14b82c45","_type":"block","children":[{"_key":"4ce3581534c5","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b2f2a86cbc82","_type":"span","marks":[],"text":" It will likely take a few minutes for your segment to populate. You'll see a notification like 👇 while your new segment populates."}],"markDefs":[],"style":"callout"},{"_key":"36d009fd9554","_type":"mainImage","alt":"member configs","asset":{"_ref":"image-69b4a16a873d31e7ce91add98b08545848a48f14-1702x136-png","_type":"reference"}},{"_key":"69a1e226a20c","_type":"block","children":[{"_key":"b1894e26701e0","_type":"span","marks":["strong"],"text":"Bonus step: "},{"_key":"0a1868a0f2c7","_type":"span","marks":[],"text":"Auto-tag organizations by setting up a workflow."}],"markDefs":[],"style":"h4"},{"_key":"8b5380186d55","_type":"block","children":[{"_key":"812927712a080","_type":"span","marks":[],"text":"In Common Room, you can "},{"_key":"812927712a081","_type":"span","marks":["bea0a155234a"],"text":"create workflows"},{"_key":"812927712a082","_type":"span","marks":[],"text":" that automatically add "},{"_key":"5f5f353fdf68","_type":"span","marks":["strong"],"text":"tags"},{"_key":"622f36896a30","_type":"span","marks":[],"text":" to organizations, contacts, and activities."}],"markDefs":[{"_key":"bea0a155234a","_type":"link","href":"https://docs.commonroom.io/using-common-room/workflows"}],"style":"normal"},{"_key":"ee931ebb11c0","_type":"block","children":[{"_key":"698f42b993510","_type":"span","marks":[],"text":"We can head to the "},{"_key":"9ea7fd66ba80","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"7293f35cd801","_type":"span","marks":[],"text":" menu and add an "},{"_key":"2cd84a445bd8","_type":"span","marks":["strong"],"text":"ICP"},{"_key":"a5f92da47b04","_type":"span","marks":[],"text":" (ideal customer profile) tag to qualifying accounts."}],"markDefs":[],"style":"normal"},{"_key":"11780cfbf21d","_type":"mainImage","asset":{"_ref":"image-74b4f86a49aaeec8684f25bb16e46b787f94550b-2932x1832-png","_type":"reference"},"caption":"Select a workflow template to “tag an organization”"},{"_key":"0e65b0db2dbb","_type":"block","children":[{"_key":"c5992a65395c0","_type":"span","marks":[],"text":"From here, we'll see a workflow canvas. We'll set ICP criteria for organizations with 50+ employees, annual revenue of $50M+, and select relevant industries. Then, we'll set our tagging criteria and run this workflow daily."}],"markDefs":[],"style":"normal"},{"_key":"5ea2930b20a7","_type":"mainImage","asset":{"_ref":"image-323f96f71a503d3cdfa2d569d9a22aeeaa8c073b-2932x1832-png","_type":"reference"},"caption":"Tag an organization with an automated workflow"},{"_key":"d50f3fa24340","_type":"block","children":[{"_key":"5fb4e92010ee","_type":"span","marks":[],"text":"Click "},{"_key":"c518d1c5dab8","_type":"span","marks":["strong"],"text":"Save"},{"_key":"9463c5e8d82b","_type":"span","marks":[],"text":" and toggle to turn on your tagging workflow. And voila! 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And if you haven't already, "},{"_key":"9fb032ecd0d73","_type":"span","marks":["1bacc30c8f6b"],"text":"sign-up for a free account here"},{"_key":"9fb032ecd0d74","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"f34348d8e72d","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"1bacc30c8f6b","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-6badd89e1c894ce9cc0117bb2eea56a55e0ded5e-2400x1260-png","_type":"reference"}},"categories":[{"_key":"09152fe44b57","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"47ac9c8391b7","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"0146e4fa8a36","_ref":"7662f4d2-9875-4dc5-be5e-91dd093375ae","_type":"reference"}],"excerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"dbe05505d0bf","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ea664be13b07","_ref":"6f6dfe52-16a0-4649-9f15-e73a38900c33","_type":"reference"},{"_key":"21aabdb4462c","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"527e784c26aa","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-a924d71fe1eeaf0f7875f2f21d3f04eb65ce000a-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"replenish-accounts-abm-activity"},"status":"published","suggestions":[{"_key":"4756b8d713d8","_ref":"4efb016d-8685-4743-99f2-e363eb233036","_type":"reference"},{"_key":"879d97a95162","_ref":"a4938423-f309-4c16-a05e-782566dd3881","_type":"reference"},{"_key":"6755a2fb4f0a","_ref":"ce0de17b-4da4-4a61-8d2d-256f149fc375","_type":"reference"},{"_key":"e6c3b6fb7d1d","_ref":"0c113d20-a943-4c58-8472-1c005c08983a","_type":"reference"}],"teams":["Sales","Marketing"],"title":"Replenish target accounts for ABM using recent activity","useCases":[{"_key":"1b388e7401f9","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4454d0a7-9d47-50e1-a7c8-e87bfc191c70","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"replenish-accounts-abm-activity"},"status":"published","_createdAt":"2023-03-06T23:30:09Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"7662f4d2-9875-4dc5-be5e-91dd093375ae"}],"_rawExcerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"aa238e9a-5842-49e9-a64e-c2fae55c3412","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JgRti","_createdAt":"2023-03-30T22:16:56Z","_updatedAt":"2024-09-11T17:51:44Z","body":[{"_key":"5e249be772aa","_type":"anchor","label":"Overview"},{"_key":"4068813d2001","_type":"block","children":[{"_key":"c867816bb015","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"70eb96810f01","_type":"block","children":[{"_key":"732d4413afae0","_type":"span","marks":[],"text":"Your dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? What are the criteria for each stage? How do we stitch together activity across different channels? How do we measure the success of our efforts?"}],"markDefs":[],"style":"normal"},{"_key":"7579861f123d","_type":"block","children":[{"_key":"5fa0f2d8a27e0","_type":"span","marks":[],"text":"In this playbook, we’ll answer these questions and give you a starting point for defining and tracking the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"889657f6fe36","_type":"block","children":[{"_key":"0c5f7737c80b0","_type":"span","marks":[],"text":"As a result, you’ll be able to 1) measure and track the success of (previously uncrackable) parts of the dark funnel and 2) identify areas of focus to progress your core audience further down the path."}],"markDefs":[],"style":"normal"},{"_key":"3aaaf24d0fd4","_type":"block","children":[{"_key":"b0aed4544b1d0","_type":"span","marks":[],"text":"Let’s get to it!"}],"markDefs":[],"style":"normal"},{"_key":"f32eba3602d9","_type":"block","children":[{"_key":"232d8edda5640","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"5499562fff4f","_type":"block","children":[{"_key":"67321e7aa672","_type":"span","marks":[],"text":"Common Room — we’ll use Common Room to define and track our dark funnel ("},{"_key":"232d8edda5641","_type":"span","marks":["d8889c29e944"],"text":"Sign-up for free"},{"_key":"232d8edda5642","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"d8889c29e944","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4f2997dea8b7","_type":"block","children":[{"_key":"f2f6783cbc8d","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"2d46fccb2d0b","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"71ed37a0962b","_type":"block","children":[{"_key":"fcccd47280680","_type":"span","marks":[],"text":"Step 1: Connect to dark funnel sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"b13c90ac9738","_type":"block","children":[{"_key":"05e353fa52570","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our dark funnel. This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. First, we’ll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"60f63e4c50f3","_type":"mainImage","asset":{"_ref":"image-593cdb8ff672279a31d8b2de78f68e7f8a257325-1322x904-png","_type":"reference"},"caption":"Connect Twitter to Common Room"},{"_key":"8d764e3e8708","_type":"block","children":[{"_key":"68553ba009620","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"44a84bee513b","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"b29d963f5cde","_type":"block","children":[{"_key":"fe358c273e130","_type":"span","marks":[],"text":"We’ll save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"43ce4978c686","_type":"block","children":[{"_key":"ddb4b47105f30","_type":"span","marks":[],"text":"Our community is not just on Twitter, so we’ll want to run through the same process to connect Reddit, YouTube, Medium, Stack Overflow, and pulling in relevant context. To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. 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We’ve found that as customers mature in their community journey, education becomes a key component of success."}],"markDefs":[],"style":"normal"},{"_key":"5d985992bbb0","_type":"block","children":[{"_key":"cad48a6610d10","_type":"span","marks":[],"text":"By integrating with Skilljar, you’ll not only be able to better identify and manage community members for your champion programs, but gain visibility into the effectiveness of these programs against your business goals."}],"markDefs":[],"style":"normal"},{"_key":"6e953ad2798d","_type":"mainImage","asset":{"_ref":"image-0b982a2e32b967a4a3e2836e51593e039a442fc9-3280x1800-png","_type":"reference"}},{"_key":"321d8e2db571","_type":"block","children":[{"_key":"78a930c405d70","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"26d2cb86ec07","_type":"block","children":[{"_key":"ee1e97060cd90","_type":"span","marks":[],"text":"Integrating with Skilljar simply requires the use of an API key from your Skilljar admin account. Once that is set up, we’ll begin importing all of your course, lesson, and user information into Common Room. After the import is complete, you’ll be able to view and manage which community members are most engaged with your courses, which members may need a nudge to complete a course, and how course activity maps to your other key metrics."}],"markDefs":[],"style":"normal"},{"_key":"ad1233273056","_type":"block","children":[{"_key":"ce367cf653a40","_type":"span","marks":["strong"],"text":"Get started"}],"markDefs":[],"style":"h3"},{"_key":"6856db92d7fc","_type":"block","children":[{"_key":"461e5721bb850","_type":"span","marks":[],"text":"Reddit is free for all users—"},{"_key":"461e5721bb851","_type":"span","marks":["c26c341cd4fb"],"text":"sign in"},{"_key":"461e5721bb852","_type":"span","marks":[],"text":" or "},{"_key":"461e5721bb853","_type":"span","marks":["624c2f467d77"],"text":"sign up for free"},{"_key":"461e5721bb854","_type":"span","marks":[],"text":" to get started today. Skilljar is reserved for customers on our paid plans; "},{"_key":"461e5721bb855","_type":"span","marks":["4486896e7afb"],"text":"contact us"},{"_key":"461e5721bb856","_type":"span","marks":[],"text":" to learn more. To get product help, send us feedback, or share insights with 1,000+ community leaders, "},{"_key":"461e5721bb857","_type":"span","marks":["3a3014db743a"],"text":"join our Uncommon community Slack"},{"_key":"461e5721bb858","_type":"span","marks":[],"text":". We hope these tools help you on your community journey. Onward!"}],"markDefs":[{"_key":"c26c341cd4fb","_type":"link","href":"http://app.commonroom.io/"},{"_key":"624c2f467d77","_type":"link","href":"https://www.commonroom.io/signup/"},{"_key":"4486896e7afb","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"3a3014db743a","_type":"link","href":"https://commonroom.io/join-slack"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d0e761744b264704c623b0edb9bfe6fc6429a654-2400x1260-png","_type":"reference"}},"categories":[{"_key":"6bf624f257f7","_ref":"086bd107-8028-4911-8060-ba5a88f93d5a","_type":"reference"},{"_key":"98e37380e036","_ref":"83eadc53-9133-46a5-9be4-dce52fc1e2fb","_type":"reference"},{"_key":"a2e3da8ca171","_ref":"acebef1a-78bc-489a-b970-1760f1c33d34","_type":"reference"}],"excerpt":[{"_key":"883e25d5d7be","_type":"block","children":[{"_key":"035476e7be8e0","_type":"span","marks":[],"text":"At Common Room, we strive to provide you with high-quality, native integrations that allow you to better understand and engage with your community. Today, we’re happy to share our latest integrations, Reddit and Skilljar, with you."}],"markDefs":[],"style":"normal"}],"mainImage":{"_type":"mainImage","alt":"New release: New integrations: Connect Reddit and Skilljar today","asset":{"_ref":"image-2cc9f2038cda3fb6f37ef886ec65784f251783f5-2400x1260-png","_type":"reference"}},"publishedAt":"2022-09-21T16:00:00.000Z","slug":{"_type":"slug","current":"new-integrations-connect-reddit-and-skilljar-today"},"status":"published","title":"New integrations: Connect Reddit and Skilljar today","id":"-ca672e7b-7af2-527e-9687-eba7d475c9d9","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"new-integrations-connect-reddit-and-skilljar-today","_type":"slug"},"isPublished":true,"publishedAt":"2022-09-21T16:00:00.000Z","status":"published","categories":[{"_id":"086bd107-8028-4911-8060-ba5a88f93d5a"},{"_id":"83eadc53-9133-46a5-9be4-dce52fc1e2fb"},{"_id":"acebef1a-78bc-489a-b970-1760f1c33d34"}]}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? 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(We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. 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How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. These sources are often associated with the bottom of the funnel and managed/maintained by a community manager."}],"markDefs":[],"style":"normal"},{"_key":"f617f5e850c4","_type":"block","children":[{"_key":"fc582af3f73f0","_type":"span","marks":[],"text":"We can follow a similar flow for these sources as above, but this time we'll want to choose Slack and confirm we have the "},{"_key":"fc582af3f73f1","_type":"span","marks":["02f97285cb10"],"text":"required permissions"},{"_key":"fc582af3f73f2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"02f97285cb10","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/slack"}],"style":"normal"},{"_key":"e2f4f8efd213","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"668d457814c6","_type":"block","children":[{"_key":"24beed5ece800","_type":"span","marks":[],"text":"Once Slack is connected, we’ll soon start to see first-party data from your community Slack channel."}],"markDefs":[],"style":"normal"},{"_key":"138467cf5e18","_type":"block","children":[{"_key":"43378bafe61f0","_type":"span","marks":[],"text":"And that's it. We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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There are a lot of channels out there offering different ways your community can interact with your brand—Slack, Discord, Discourse, Twitter, LinkedIn, and even bespoke solutions. Unfortunately there is no one-channel-to-rule-them-all, so you must assess the tradeoffs between different community channels to make your selection. In this post we’ll share our framework for evaluating channels and help you choose the one that’s best for your needs."}],"markDefs":[{"_key":"a0e5dc2ebfb1","_type":"link","href":"https://www.commonroom.io/uncommon/blog/why-uncommon-chose-slack-first/"}],"style":"normal"},{"_key":"c51f61a84f22","_type":"block","children":[{"_key":"88e4d937f1e4","_type":"span","marks":[],"text":"📊 Evaluate Channels"}],"markDefs":[],"style":"h3"},{"_key":"60e263f3355f","_type":"block","children":[{"_key":"ecb7e75df86a","_type":"span","marks":[],"text":"Your members volunteer their time and effort when participating in your community. 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What community objective does it achieve?"}],"markDefs":[],"style":"normal"},{"_key":"c09cf2a411d2","_type":"block","children":[{"_key":"b691f7635261","_type":"span","marks":[],"text":"Foster relationships between members"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9ce233d7e5c8","_type":"block","children":[{"_key":"f94bc98c392c","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ccf1d6d0e135","_type":"block","children":[{"_key":"c021774f33fa","_type":"span","marks":[],"text":"Build a content library / support resource"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"99063c436946","_type":"block","children":[{"_key":"48c8e73d6f810","_type":"span","marks":["strong"],"text":"2. What kind of engagement dynamics does it enable?"}],"markDefs":[],"style":"normal"},{"_key":"9cfeb6607e4d","_type":"block","children":[{"_key":"a1283b8b69f9","_type":"span","marks":[],"text":"Identity: Visibility vs. anonymity"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1779d9d0cf0f","_type":"block","children":[{"_key":"7f2652b13d39","_type":"span","marks":[],"text":"Messaging: Synchronous vs. asynchronous"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d805604f7961","_type":"block","children":[{"_key":"122a8e192bf2","_type":"span","marks":[],"text":"By taking into consideration both your community objective "},{"_key":"001a7c6a12a7","_type":"span","marks":["em"],"text":"and"},{"_key":"baa2e677a838","_type":"span","marks":[],"text":" the types of engagement behavior you want, the channel you select will serve you well not only today, but in the future as well."}],"markDefs":[],"style":"normal"},{"_key":"9945fca714e6","_type":"block","children":[{"_key":"c1369d6c669c","_type":"span","marks":[],"text":"🎯 Define Your Objectives"}],"markDefs":[],"style":"h3"},{"_key":"e9d35332c8ff","_type":"block","children":[{"_key":"e7cebee6edd0","_type":"span","marks":[],"text":"Before opening any kind of community channel, you’re probably asking yourself, “What am I opening this channel for?” Based on our experience and that of our customers, we typically see three common answers to this question: 1/ foster relationships between members, 2/ enable one-to-many communications, or 3/ build a content library / support resource. There is no one-size-fits-all approach—different channels are best suited to achieve different objectives."}],"markDefs":[],"style":"normal"},{"_key":"4a7fa72bdb2a","_type":"block","children":[{"_key":"91ee21aead7c","_type":"span","marks":[],"text":"Foster relationships between members"}],"markDefs":[],"style":"h4"},{"_key":"a76e7fbd0980","_type":"block","children":[{"_key":"8ed5ab09a6c20","_type":"span","marks":[],"text":"You’re looking for a space for your members to connect with one another through common interests, knowledge sharing, and a celebration of others’ work, contributions, and achievements. You want to facilitate conversations and to give members a more casual, ephemeral way to connect everyday. If this checks the box, you should consider a chat platform like Slack and Discord."}],"markDefs":[],"style":"normal"},{"_key":"861768b79d8f","_type":"block","children":[{"_key":"83ffc29c5c4a","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"markDefs":[],"style":"h4"},{"_key":"58ef8114103d","_type":"block","children":[{"_key":"07569a6029520","_type":"span","marks":[],"text":"You want to broadcast in a one-to-many fashion to ensure your voice has the broadest reach possible. You also want the ability to amplify others’ messages and content that aligns with your company values or mission. Consider social networking platforms such as Twitter, LinkedIn, and Facebook to achieve this kind of communication."}],"markDefs":[],"style":"normal"},{"_key":"65b0cd13888c","_type":"block","children":[{"_key":"78daa9f29a1f","_type":"span","marks":[],"text":"Build a content library / support resource"}],"markDefs":[],"style":"h4"},{"_key":"3a2113d501e3","_type":"block","children":[{"_key":"2b61b554f45b0","_type":"span","marks":[],"text":"You want a space to help troubleshoot customer problems and resolve support tickets. Instead of a feed to scroll through, you want to offer technical resources and how-to guides in a searchable database that can also be permalinked. For these needs, you’re going to want to look at forums-types platforms like Discourse, GitHub Discussions, and inSided."}],"markDefs":[],"style":"normal"},{"_key":"9da823da14f9","_type":"block","children":[{"_key":"1a4a011b50a2","_type":"span","marks":[],"text":"🎛️ Select Your Engagement Dynamics"}],"markDefs":[],"style":"h3"},{"_key":"173816b8d378","_type":"block","children":[{"_key":"6341f38453c20","_type":"span","marks":[],"text":"An additional consideration to layer onto your channel decision is what we broadly call engagement dynamics, or how members will (or are expected to) interact with each other within the community. These usually manifest themselves in two forms: 1/ identity (visibility vs. anonymity) and 2/ messaging approach (synchronous vs. asynchronous). Think of each of these as a spectrum rather than a binary response (e.g., chat platforms lend themselves to both synchronous, real-time conversations as well as asynchronous threads)."}],"markDefs":[],"style":"normal"},{"_key":"417879ffd07c","_type":"block","children":[{"_key":"8e1914cde71b","_type":"span","marks":[],"text":"Identity: visibility vs. anonymity"}],"markDefs":[],"style":"h4"},{"_key":"facae2eb186c","_type":"block","children":[{"_key":"8a027cd6c7e00","_type":"span","marks":[],"text":"The mechanics of some channels, including LinkedIn, Facebook, and Slack, are such that the information in your profile is quite public. This helps enable everyone to get a sense of who they're engaging with. Others, such as Discord, Reddit, and YouTube, allow for and often have anonymous usernames, typically in honor of data privacy. Where you fall on this spectrum will dictate the short list of channels you can choose from. (FWIW, we at Uncommon believe visibility is paramount and that communities are stronger when its members know who each other are.)"}],"markDefs":[],"style":"normal"},{"_key":"0a748b0cb00e","_type":"block","children":[{"_key":"bfc687a50ef1","_type":"span","marks":[],"text":"Messaging: synchronous vs. asynchronous"}],"markDefs":[],"style":"h4"},{"_key":"0f697a8f3550","_type":"block","children":[{"_key":"99c54ede9de50","_type":"span","marks":[],"text":"Different channels use different messaging approaches. Synchronous messaging enables live conversations with a defined beginning and end (think Intercom and Slack conversations). Asynchronous messaging, on the other hand, lends itself to more open-ended conversations and does not require all parties to be present and interacting at the same time (think LinkedIn, Twitter, and Reddit). 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"},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. 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What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. 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advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. 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First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_id":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"sanity.imageAsset","_rev":"fzA705us1e03X6RYIIH1BN","_createdAt":"2023-04-05T19:22:27Z","_updatedAt":"2023-04-05T19:22:27Z","assetId":"89a5446a9436e787d6a78b69fdf80af15ad19c4b","extension":"png","metadata":{"_type":"sanity.imageMetadata","blurHash":"V8S6Pm4n00M{0K~qRlWCogfR4nofogRlt8?bogogogj]","dimensions":{"_type":"sanity.imageDimensions","aspectRatio":1.6397058823529411,"height":1360,"width":2230},"hasAlpha":true,"isOpaque":true,"lqip":"data:image/png;base64,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","palette":{"_type":"sanity.imagePalette","darkMuted":{"_type":"sanity.imagePaletteSwatch","background":"#202b78","foreground":"#fff","population":0,"title":"#fff"},"darkVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#1b2568","foreground":"#fff","population":0,"title":"#fff"},"dominant":{"_type":"sanity.imagePaletteSwatch","background":"#5666d2","foreground":"#fff","population":0.08,"title":"#fff"},"lightMuted":{"_type":"sanity.imagePaletteSwatch","background":"#aeb5d1","foreground":"#000","population":0.02,"title":"#fff"},"lightVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#889cf5","foreground":"#000","population":0.01,"title":"#fff"},"muted":{"_type":"sanity.imagePaletteSwatch","background":"#5460a4","foreground":"#fff","population":0.03,"title":"#fff"},"vibrant":{"_type":"sanity.imagePaletteSwatch","background":"#5666d2","foreground":"#fff","population":0.08,"title":"#fff"}}},"mimeType":"image/png","originalFilename":"twitter-monitoring-setup.png","path":"images/vt347z5x/production/89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360.png","sha1hash":"89a5446a9436e787d6a78b69fdf80af15ad19c4b","size":236954,"uploadId":"wYebgWi8we1htZTy1EaMP9tp8eepn6Ox","url":"https://cdn.sanity.io/images/vt347z5x/production/89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360.png","filename":"twitter-monitoring-setup.png","width":2230,"height":1360,"placeholderUrl":"https://cdn.sanity.io/images/vt347z5x/production/89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360.png?rect=662,0,907,1360&w=%width%&h=%height%&q=80","id":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","children":[],"parent":null},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_id":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"sanity.imageAsset","_rev":"rOVg6GHlyNBGvAXDM7EG88","_createdAt":"2023-04-03T23:56:49Z","_updatedAt":"2023-04-03T23:56:49Z","assetId":"8ce5dc9ba3ad9eea08aa5493f90c263564a47659","extension":"png","metadata":{"_type":"sanity.imageMetadata","blurHash":"VAPjod0000Rjl+?c%MtRozRjLG_3^+t7RQ^+oHbXj?WX","dimensions":{"_type":"sanity.imageDimensions","aspectRatio":1.6004366812227073,"height":1832,"width":2932},"hasAlpha":true,"isOpaque":true,"lqip":"data:image/png;base64,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","palette":{"_type":"sanity.imagePalette","darkMuted":{"_type":"sanity.imagePaletteSwatch","background":"#363a41","foreground":"#fff","population":11.45,"title":"#fff"},"darkVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#022482","foreground":"#fff","population":0,"title":"#fff"},"dominant":{"_type":"sanity.imagePaletteSwatch","background":"#363a41","foreground":"#fff","population":11.45,"title":"#fff"},"lightMuted":{"_type":"sanity.imagePaletteSwatch","background":"#acd4a4","foreground":"#000","population":0,"title":"#fff"},"lightVibrant":{"_type":"sanity.imagePaletteSwatch","background":"#cefce4","foreground":"#000","population":3.48,"title":"#000"},"muted":{"_type":"sanity.imagePaletteSwatch","background":"#847c74","foreground":"#fff","population":0.01,"title":"#fff"},"vibrant":{"_type":"sanity.imagePaletteSwatch","background":"#648cfc","foreground":"#fff","population":0,"title":"#fff"}}},"mimeType":"image/png","originalFilename":"member-view.png","path":"images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png","sha1hash":"8ce5dc9ba3ad9eea08aa5493f90c263564a47659","size":703421,"uploadId":"YdSrPitvJEionLlG5JA0RPmqLPPfGiPe","url":"https://cdn.sanity.io/images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png","filename":"member-view.png","width":2932,"height":1832,"placeholderUrl":"https://cdn.sanity.io/images/vt347z5x/production/8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832.png?rect=855,0,1221,1832&w=%width%&h=%height%&q=80","id":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","children":[],"parent":null},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. 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These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. 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This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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You’re in rarified OSS air. Your repo has thousands of stars, contributors, commits, branches, and so on."}],"markDefs":[],"style":"normal"},{"_key":"f20b74f313c8","_type":"block","children":[{"_key":"1b6a7fb5334d0","_type":"span","marks":[],"text":"With all this traction, you want to understand basics like: "},{"_key":"1b6a7fb5334d1","_type":"span","marks":["em"],"text":"who are your top external contributors?"},{"_key":"1b6a7fb5334d2","_type":"span","marks":[],"text":" "},{"_key":"1b6a7fb5334d3","_type":"span","marks":["em"],"text":"Where do they work? What are their motives? Are they customers of your SaaS offering?"}],"markDefs":[],"style":"normal"},{"_key":"ae5890940e79","_type":"block","children":[{"_key":"7e65c25327220","_type":"span","marks":[],"text":"While GitHub gives you a pulse on activity within your repo — top contributors, merge and pull requests activity, new and closed issues — it doesn’t provide specifics like company data from members or connect the dots on who is or isn’t a customer."}],"markDefs":[],"style":"normal"},{"_key":"6771a9c969d9","_type":"block","children":[{"_key":"5e07373796460","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to use Common Room to pull back the veil on your GitHub community beyond the basic info that GitHub provides. We’ll show you how to identify contributions from high-profile accounts, who is behind those accounts, and how to create views to triage issues or prioritize responses."}],"markDefs":[],"style":"normal"},{"_key":"c1ec77292a5b","_type":"block","children":[{"_key":"47832cfa837b0","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"40fde0ccf149","_type":"block","children":[{"_key":"764a8bcb5a11","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest activity from GitHub ("},{"_key":"47832cfa837b1","_type":"span","marks":["5f76e4466da0"],"text":"Sign-up for free"},{"_key":"47832cfa837b2","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"5f76e4466da0","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e2b0821d3cfd","_type":"block","children":[{"_key":"2b0f24e9e862","_type":"span","marks":[],"text":"Admin access to your GitHub repo "}],"markDefs":[],"style":"callout"},{"_key":"1ccd583e5bb5","_type":"anchor","label":"Step 1: Connect GitHub repo"},{"_key":"44c999b4aea2","_type":"block","children":[{"_key":"9731d203c39d0","_type":"span","marks":[],"text":"Step 1: Connect to your GitHub repo"}],"markDefs":[],"style":"h3"},{"_key":"1c3a6c2dd402","_type":"block","children":[{"_key":"a9b9da63b9d50","_type":"span","marks":[],"text":"Our first step is to connect your repo to Common Room. To do that, head over to settings and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"9c79159ce1c7","_type":"mainImage","asset":{"_ref":"image-b421f8e89dd036be3a25fbf9b620148043be1b63-1322x904-png","_type":"reference"},"caption":"Connect GitHub to Common Room"},{"_key":"3f082cce552c","_type":"block","children":[{"_key":"b83c0d8e49aa0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b83c0d8e49aa1","_type":"span","marks":[],"text":" connecting to GitHub requires approval from one of your org admins. If you are not an org admin and proceed through the integration setup, GitHub will email your org admins requesting their approval. 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How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! 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onboarding new community members is a make-or-break moment."}],"markDefs":[],"style":"normal"},{"_key":"ba17a2d532ea","_type":"block","children":[{"_key":"5396a8cc137e0","_type":"span","marks":[],"text":"Dropping new members into a Slack or Discord community without guidance or context could make them feel overwhelmed or unwelcome — like entering a party with strangers. 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("},{"_key":"3f7daa1ab3c71","_type":"span","marks":["9cde2e879c36"],"text":"Sign-up for free"},{"_key":"3f7daa1ab3c72","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"9cde2e879c36","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4fccf71436d9","_type":"block","children":[{"_key":"87dd78b93fae","_type":"span","marks":[],"text":"- A Slack or Discord workspace"}],"markDefs":[],"style":"callout"},{"_key":"7162205cc86f","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"26a2fce76d90","_type":"block","children":[{"_key":"1b32cfdcd73d","_type":"span","marks":[],"text":"Step 1: Connect to Slack or Discord"}],"markDefs":[],"style":"h3"},{"_key":"c8e27d65ef47","_type":"block","children":[{"_key":"b30d727675000","_type":"span","marks":[],"text":"For this exercise, imagine you have a growing global Slack community and are falling behind at sending prompt welcome messages."}],"markDefs":[],"style":"normal"},{"_key":"c03ea3023848","_type":"block","children":[{"_key":"de20b02468f40","_type":"span","marks":[],"text":"We’ll need to connect Slack to Common Room to set up automated welcome messages. 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And now we’ll find ourselves creating our first workflow!"}],"markDefs":[],"style":"normal"},{"_key":"d5e85c57512f","_type":"mainImage","asset":{"_ref":"image-ea7088b8365315d7e18a6f27c3357802b4e911a9-1526x828-png","_type":"reference"}},{"_key":"c5ebaf32ba6c","_type":"block","children":[{"_key":"ff6660c66cd30","_type":"span","marks":[],"text":"You’ll be taken to a workflow canvas with a pre-built onboarding journey workflow."}],"markDefs":[],"style":"normal"},{"_key":"0ad4fefad848","_type":"block","children":[{"_key":"a413e20385210","_type":"span","marks":[],"text":"The first thing we’ll do is confirm we’re connected to the right Slack workspace and choose the duration of our wait step before sending our welcome message."}],"markDefs":[],"style":"normal"},{"_key":"5d72c5d198a1","_type":"block","children":[{"_key":"233889a398930","_type":"span","marks":[],"text":"In our Uncommon community, we wait 30 minutes (this is the default) before we send a message to our new members. You can choose what the right number is for you. In minutes, days, or months (maybe don’t wait months to welcome your new members, though 😜)."}],"markDefs":[],"style":"normal"},{"_key":"e0f715f32c06","_type":"mainImage","asset":{"_ref":"image-b96757d21b41b2a31daf5c7b9d7c4e25add12094-744x488-png","_type":"reference"},"caption":"Select a wait duration to send a welcome message"},{"_key":"6997e1b58144","_type":"workflowReference","workflow":{"_ref":"508bf203-a59e-4cad-9e04-14e2b2dcde90","_type":"reference"}},{"_key":"b5d19a12a552","_type":"anchor","label":"Step 3: Send messages (optional)"},{"_key":"3b88b0b51d16","_type":"block","children":[{"_key":"d3bdfba93fcc","_type":"span","marks":[],"text":"Step 3 (optional): Send personalized messages based on member traits"}],"markDefs":[],"style":"h3"},{"_key":"d7b66b5a82d3","_type":"block","children":[{"_key":"185b5c2beb6a0","_type":"span","marks":[],"text":"As you scroll to the next section in the workflow, you’ll see an area titled "},{"_key":"185b5c2beb6a1","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Continue if specific filters apply"},{"_key":"185b5c2beb6a2","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"27b431c616fa","_type":"block","children":[{"_key":"a5c2125a9e0e0","_type":"span","marks":[],"text":"This is a small section, but it’s mighty. It enables you to get granular and create personalized onboarding experiences if you need/want to."}],"markDefs":[],"style":"normal"},{"_key":"751fd69b9c96","_type":"block","children":[{"_key":"8395633d900f0","_type":"span","marks":[],"text":"To show how this works, we’ll add a fork to the workflow by adding a filter by member role. For example, we can select "},{"_key":"c79ac76af7cc","_type":"span","marks":["strong"],"text":"Marketing"},{"_key":"88bb12cb3192","_type":"span","marks":[],"text":" and "},{"_key":"897a4bcc70d1","_type":"span","marks":["strong"],"text":"Sales"},{"_key":"f6b6fbae3825","_type":"span","marks":[],"text":" roles to send custom welcome messages, letting them know they’ll be booted for sending spam to our community members."}],"markDefs":[],"style":"normal"},{"_key":"63b9fd2c8f9b","_type":"mainImage","asset":{"_ref":"image-465b51493ad80ebe4eb2a5fb38c09225e071b0d1-806x1110-png","_type":"reference"},"caption":"Personalize your welcome message with filters for \"Member\" or \"Organization\" traits"},{"_key":"e217c9b21a15","_type":"block","children":[{"_key":"edad3ad47ca40","_type":"span","marks":[],"text":"If you don’t need to send a personalized message, just toggle this step off by clicking the top left blue button. "},{"_key":"edad3ad47ca41","_type":"span","marks":["em"],"text":"Blue means on, and grey means off."}],"markDefs":[],"style":"normal"},{"_key":"89c28f3e8f0d","_type":"anchor","label":"Step 4: Schedule messages (optional)"},{"_key":"7d54212be9e8","_type":"block","children":[{"_key":"407fe5fb93bb0","_type":"span","marks":[],"text":"Step 4 (optional): Set working hours for message sends"}],"markDefs":[],"style":"h3"},{"_key":"2fd55a9ceba6","_type":"block","children":[{"_key":"6738d9f4fed90","_type":"span","marks":[],"text":"As we move down the logic tree, there’s an option to "},{"_key":"6738d9f4fed91","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Wait for working hours"},{"_key":"6738d9f4fed92","_type":"span","marks":[],"text":". This is an especially helpful option for expectation setting. If you have (or are) a dedicated community manager, you may want to set expectations for when people can expect to receive a message from you."}],"markDefs":[],"style":"normal"},{"_key":"aa10d2b9b55b","_type":"block","children":[{"_key":"cc1f83a297070","_type":"span","marks":[],"text":"🔥 "},{"_key":"cc1f83a297071","_type":"span","marks":["strong"],"text":"Tip:"},{"_key":"cc1f83a297072","_type":"span","marks":[],"text":" When building your message, consider what you want your new members to know and what action you want them to take."}],"markDefs":[],"style":"callout"},{"_key":"0b51883b82c4","_type":"anchor","label":"Step 5: Draft your message"},{"_key":"9361290543d3","_type":"block","children":[{"_key":"65ad32d0af29","_type":"span","marks":[],"text":"Step 5: Draft and preview your welcome message"}],"markDefs":[],"style":"h3"},{"_key":"2ba08380ee5e","_type":"block","children":[{"_key":"61b1d7e29bce0","_type":"span","marks":[],"text":"In our next step, we'll draft the welcome message new members will see. Here, you can choose the account of the person sending the message and then write the message itself!"}],"markDefs":[],"style":"normal"},{"_key":"ba8dbce49cb2","_type":"mainImage","asset":{"_ref":"image-d75243291dcd05da8dd44304e920842d02b68c08-2932x1832-png","_type":"reference"},"caption":"Draft and preview your Slack welcome message"},{"_key":"abddfd579a48","_type":"block","children":[{"_key":"7b30ee019ade0","_type":"span","marks":[],"text":"In this example, we point out what channels might interest the new member and then encourage them to take action."}],"markDefs":[],"style":"normal"},{"_key":"6d54e51d1346","_type":"block","children":[{"_key":"a8b80a73e9370","_type":"span","marks":[],"text":"You can then preview the message and send a test message to see exactly how it will look in Slack."}],"markDefs":[],"style":"normal"},{"_key":"a997444cf042","_type":"block","children":[{"_key":"f1f5a5d583df0","_type":"span","marks":[],"text":"Once you're happy with the message, click to save and get those onboarding messages flowing! For Slack, these messages will be sent directly to each new member who fits your filter criteria."}],"markDefs":[],"style":"normal"},{"_key":"a766aed71297","_type":"block","children":[{"_key":"ff1743c213ee0","_type":"span","marks":[],"text":"Congrats! We've set up our automated Slack welcome and saved ourselves a ton of time."}],"markDefs":[],"style":"normal"},{"_key":"d15097f56508","_type":"anchor","label":"Bonus: Automating onboarding messages"},{"_key":"994a733beab8","_type":"block","children":[{"_key":"fe31d91e98440","_type":"span","marks":[],"text":"Bonus: Automating Discord onboarding messages"}],"markDefs":[],"style":"h2"},{"_key":"a90edfa37ca7","_type":"block","children":[{"_key":"3ad036375d340","_type":"span","marks":[],"text":"We used Slack as our community platform in this example, but the process for doing so in Discord is almost the same."}],"markDefs":[],"style":"normal"},{"_key":"a68638eefbaf","_type":"block","children":[{"_key":"11f8539e2f520","_type":"span","marks":[],"text":"Just, instead of directly messaging the new member, you can post a message on a channel!"}],"markDefs":[],"style":"normal"},{"_key":"3bdaff36da1a","_type":"block","children":[{"_key":"7b9193a2afa60","_type":"span","marks":[],"text":"If you're using Discord, take a look at this handy video that explains the process:"}],"markDefs":[],"style":"normal"},{"_key":"b8dd3bef9562","_type":"externalVideo","url":"https://www.youtube.com/watch?v=yddEcmUz_UQ"},{"_key":"3a94cdf25014","_type":"anchor","label":"Wrapping up"},{"_key":"279af89ed2da","_type":"block","children":[{"_key":"f7eb64fcadc8","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"2c9a2a2fb284","_type":"block","children":[{"_key":"c1e1d4194b750","_type":"span","marks":[],"text":"After you've set up your welcome message, you can do many other things with workflows. 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What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". After a few minutes, activity from Slack will begin to populate in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"d05ad8819c11","_type":"block","children":[{"_key":"a1d5623cd1780","_type":"span","marks":[],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"ee681fb4132a","_type":"block","children":[{"_key":"23ae243e830b0","_type":"span","marks":[],"text":"Now, we’ll follow a similar pattern to connect our other sources. Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. From here you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ae202f6dec09","_type":"mainImage","asset":{"_ref":"image-d161b448abb1d182c3fc7a461bc9108253750848-2006x1038-png","_type":"reference"},"caption":"Authenticate your community GitHub and select repos"},{"_key":"6ceb95ed42d1","_type":"block","children":[{"_key":"75c7e9e1a75f0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from the repositories you’ve chosen."}],"markDefs":[],"style":"normal"},{"_key":"21a8e949976b","_type":"anchor","label":"Step 2: Let the buyer intent data flow"},{"_key":"e9df601da6c4","_type":"block","children":[{"_key":"bcbf4760b31d0","_type":"span","marks":[],"text":"Step 2: Let the buyer intent data flow"}],"markDefs":[],"style":"h3"},{"_key":"55ca41183a5a","_type":"block","children":[{"_key":"075de60a62bb0","_type":"span","marks":[],"text":"After connecting our other relevant sources (Discourse, LinkedIn, Twitter, etc.), Common Room will import data into your workspace following the docs "},{"_key":"d0d9ccea05ec","_type":"span","marks":["538121eb0b6b"],"text":"outlined here"},{"_key":"9b85e171be95","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"538121eb0b6b","_type":"link","href":"https://docs.commonroom.io/get-started/integrations"}],"style":"normal"},{"_key":"3cc5d3541c91","_type":"block","children":[{"_key":"db7f4c579d0a0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"db7f4c579d0a1","_type":"span","marks":[],"text":" Importing data may take some time, depending on the source and volume of activity you're bringing into Common Room)."}],"markDefs":[],"style":"callout"},{"_key":"b3d3cfec4645","_type":"block","children":[{"_key":"8598500b7e170","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"fe54afd6be34","_type":"span","marks":["strong"],"text":"Members"},{"_key":"af22e9643422","_type":"span","marks":[],"text":" menu item, and you’ll see members from across your various connected sources begin to roll in."}],"markDefs":[],"style":"normal"},{"_key":"def6897dcf8e","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active members in Common Room"},{"_key":"13f670d309f8","_type":"block","children":[{"_key":"be0dbfc4ec770","_type":"span","marks":[],"text":"By default, you’ll notice that Common Room will surface rich data points like "},{"_key":"2196e7b078bc","_type":"span","marks":["strong"],"text":"Impact Points"},{"_key":"b4fe6c9f6cc1","_type":"span","marks":[],"text":", "},{"_key":"c8bc2e93c886","_type":"span","marks":["strong"],"text":"Activity Count"},{"_key":"02873c89b2e2","_type":"span","marks":[],"text":", "},{"_key":"2ef008eba22d","_type":"span","marks":["strong"],"text":"Profiles"},{"_key":"b1f7d253ab25","_type":"span","marks":[],"text":", and other useful tidbits. Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. 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We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"bf9b8cb6-cda4-461b-9ec9-811c929755a0","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JY5vP","_createdAt":"2023-03-30T22:31:33Z","_updatedAt":"2024-09-11T17:16:26Z","body":[{"_key":"a13285f34ce3","_type":"anchor","label":"Overview"},{"_key":"54981c9bf043","_type":"block","children":[{"_key":"3bf5b8a9aafd","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"2541f3c7be5c","_type":"block","children":[{"_key":"f0e47a8429e00","_type":"span","marks":[],"text":"Champions, the kind that “champion” your product or brand, are the secret to fueling word of mouth."}],"markDefs":[],"style":"normal"},{"_key":"09fc22ca6ebe","_type":"block","children":[{"_key":"c2bba4b48c860","_type":"span","marks":[],"text":"Champions initiate the classic growth loop: Start with a small set of early adopters who love your product. Those folks spread the word to like-minded peers. This leads to more product adoption and happy customers (i.e., more champions are created). And the process repeats."}],"markDefs":[],"style":"normal"},{"_key":"944b14b2d4cc","_type":"block","children":[{"_key":"d907425b2c9f0","_type":"span","marks":[],"text":"While we can’t help with building a beloved product, this tutorial will give you a method to identify customers who love your product and share it with others. 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Just stick to the must-know-right-now items—with a little personality sprinkled throughout—and you’re all set."}],"markDefs":[],"style":"normal"},{"_key":"9e0eb95a68a5","_type":"block","children":[{"_key":"17b37115d5cb0","_type":"span","marks":[],"text":"When we started, our welcome message for all Uncommon members addressed four points:"}],"markDefs":[],"style":"normal"},{"_key":"4d46d7cb2950","_type":"block","children":[{"_key":"1637d3e5a24a0","_type":"span","marks":[],"text":"Tips for setting up their profile"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"5695b282d090","_type":"block","children":[{"_key":"45e376561f250","_type":"span","marks":[],"text":"Where to find what within the community"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"c1bf657fd6e5","_type":"block","children":[{"_key":"97ffa0dd83d10","_type":"span","marks":[],"text":"Who to contact with questions"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c39707e9aec","_type":"block","children":[{"_key":"dec55c11da620","_type":"span","marks":[],"text":"A link to our code of conduct"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d83ec223a8d9","_type":"block","children":[{"_key":"6473530321de0","_type":"span","marks":[],"text":"Other helpful items could be conversation prompts to kick off engagement or links to other resources, such as:"}],"markDefs":[],"style":"normal"},{"_key":"c35ac9f338be","_type":"block","children":[{"_key":"053397a50e4d0","_type":"span","marks":[],"text":"Expert articles"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1b8edd08b0cc","_type":"block","children":[{"_key":"6c6460a1bf2d","_type":"span","marks":[],"text":"Product overviews"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c6216b1a5ad","_type":"block","children":[{"_key":"3c55d4ca25f6","_type":"span","marks":[],"text":"Other community channels"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9bcfd305ee6b","_type":"block","children":[{"_key":"992e08f59deb","_type":"span","marks":[],"text":"Whatever you feel best fits the message!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bfbc1a3efda4","_type":"block","children":[{"_key":"9e24a208c0e10","_type":"span","marks":[],"text":"How to best say 'welcome to the community'"}],"markDefs":[],"style":"h3"},{"_key":"68d74ac798af","_type":"block","children":[{"_key":"895876078ccf0","_type":"span","marks":[],"text":"As for delivering that message, you have options. These will vary slightly depending on if you're using "},{"_key":"d827d7099f53","_type":"span","marks":["5e13e22d830f"],"text":"Slack, Discord, Discourse"},{"_key":"07bd6808504c","_type":"span","marks":[],"text":", or a different channel to host your community."}],"markDefs":[{"_key":"5e13e22d830f","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"866b30da1c10","_type":"block","children":[{"_key":"5c2435408a0d","_type":"span","marks":[],"text":"You should also consider how many people you’re welcoming per day, how hands-on your team wants to be, and which method would best fit the way your community operates."}],"markDefs":[],"style":"normal"},{"_key":"e59218ae45cb","_type":"block","children":[{"_key":"83449f0272f8","_type":"span","marks":[],"text":"How to automate your welcome message (with examples!)"}],"markDefs":[],"style":"h2"},{"_key":"8feed4919665","_type":"block","children":[{"_key":"1d6bc2df192d0","_type":"span","marks":[],"text":"When we first started the Uncommon Slack, we used GreetBot to ensure no new member slipped through the cracks, as well as"},{"_key":"551977ec22453","_type":"span","marks":["em"],"text":" "},{"_key":"551977ec22454","_type":"span","marks":[],"text":"a pinned message in the #announcements channel. The two are nearly identical, we just made the GreetBot a bit more concise and included a specific person they could contact with questions."}],"markDefs":[],"style":"normal"},{"_key":"34566ca9973e","_type":"block","children":[{"_key":"22041f7cfddd0","_type":"span","marks":[],"text":"By putting the same message in a public channel, we’re able to ensure everyone sees the message, the message is consistent, and the links will always be around for future reference."}],"markDefs":[],"style":"normal"},{"_key":"43ce5d05cff4","_type":"block","children":[{"_key":"760b4a077445","_type":"span","marks":[],"text":"1. Create and schedule your automated welcome message"}],"markDefs":[],"style":"h3"},{"_key":"c5d57d46e9ac","_type":"block","children":[{"_key":"882fd0f605c2","_type":"span","marks":[],"text":"Since we launched the Uncommon Slack, Common Room has added a brilliant automations feature set that enables you to create and schedule automated welcome messages to be sent to every new member that joins your community directly from a team member instead of a bot."}],"markDefs":[],"style":"normal"},{"_key":"f45e40ce1856","_type":"block","children":[{"_key":"05548a5763d8","_type":"span","marks":[],"text":"The goal here is to ensure that every newcomer has a personal invitation to interact with a member of the community's host team. It's an effective way to open the door to conversation early."}],"markDefs":[],"style":"normal"},{"_key":"f0664ea894a6","_type":"block","children":[{"_key":"a2fd70b956350","_type":"span","marks":[],"text":"2. Keep it short and sweet"}],"markDefs":[],"style":"h3"},{"_key":"590d1b8c85a6","_type":"block","children":[{"_key":"77a2ae86f468","_type":"span","marks":[],"text":"When we moved from GreetBot to Common Room's automations, we polled the Uncommon community about the message they'd prefer to receive. One option was longer and disclosed that it was an automated hello, while the other was shorter and did not provide the disclosure."}],"markDefs":[],"style":"normal"},{"_key":"929402035d09","_type":"block","children":[{"_key":"d70603729c64","_type":"span","marks":[],"text":"The community unanimously voted that shorter was sweeter as a welcome message, and today every new member receives this message:"}],"markDefs":[],"style":"normal"},{"_key":"00bab0192f2c","_type":"block","children":[{"_key":"46c476c09112","_type":"span","marks":["em"],"text":"Hey [awesome new member name]!\n\nI just wanted to say hi and welcome you to the Uncommon community—I'm Rebecca and it's a joy to have you here.\n\nI'd love to know what brought you to the community and something you're hoping to learn or share. And I want "},{"_key":"8e031ad11195","_type":"span","marks":[],"text":"you"},{"_key":"9a4787468328","_type":"span","marks":["em"],"text":" to know that if you have any questions, you're welcome to ask me or the community anything!\n"},{"_key":"c433b6d2cb31","_type":"span","marks":["strong","em"],"text":"\nTo help you get started:"}],"markDefs":[],"style":"normal"},{"_key":"6e0c9c95d2b0","_type":"block","children":[{"_key":"639e8db579fb","_type":"span","marks":["em"],"text":"You'll find a little Slack guide and community resources in #lets-begin"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4061b22ff8d8","_type":"block","children":[{"_key":"54c66185350a","_type":"span","marks":["em"],"text":"You can ask all your product questions in #common-room-product-help. We're all here to help!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"3c16c471c8b5","_type":"block","children":[{"_key":"49c4c27e312f","_type":"span","marks":["em"],"text":"Now head on over to #say-hello if you haven't yet. There's a whole community that's excited to meet you."},{"_key":"34784404f005","_type":"span","marks":[],"text":"\n\nAs always, you’re welcome to use our messages as templates when crafting your own!"}],"markDefs":[],"style":"normal"},{"_key":"feca4ce6fd48","_type":"block","children":[{"_key":"15b502878c730","_type":"span","marks":[],"text":"3. Send a personalized message"}],"markDefs":[],"style":"h3"},{"_key":"336278c47e20","_type":"block","children":[{"_key":"41d6c3cfa6820","_type":"span","marks":[],"text":"If you feel strongly about manually reaching out one on one and you're able to dedicate the necessary time and resources to keeping tabs on new sign-ups, a personalized message won't go out of style."}],"markDefs":[],"style":"normal"},{"_key":"6cc1a5aa2522","_type":"block","children":[{"_key":"902cbeb26fdc0","_type":"span","marks":[],"text":"We recommend including all the same info, just spicing it up with whatever personal info you may collect—their organization, home state, Twitter handle, etc."}],"markDefs":[],"style":"normal"},{"_key":"92397aeba289","_type":"block","children":[{"_key":"987fda8c6302","_type":"span","marks":[],"text":"That might look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"012655e2b9d4","_type":"block","children":[{"_key":"2a4104fa31920","_type":"span","marks":["em"],"text":"Hi, Mike! Welcome to Uncommon. We couldn’t be more excited to have you and the Acme community on board."}],"markDefs":[],"style":"normal"},{"_key":"048831f1c256","_type":"block","children":[{"_key":"7e92ec3be3430","_type":"span","marks":["em"],"text":"Before you begin chatting and making neat new friends, check out "},{"_key":"7e92ec3be3431","_type":"span","marks":["7f3040e4ccc2","em"],"text":"How to Make a Great First Impression on Slack"},{"_key":"7e92ec3be3432","_type":"span","marks":["em"],"text":". You'll find tips for building your profile and get a rundown of each channel. In order to make this a healthy, inclusive space, we also encourage every member to read our Uncommon Code of Conduct."}],"markDefs":[{"_key":"7f3040e4ccc2","_type":"link","href":"https://www.commonroom.io/uncommon/blog/slack-first-impression"}],"style":"normal"},{"_key":"9edbcf642535","_type":"block","children":[{"_key":"2a0b4eccc3d70","_type":"span","marks":["em"],"text":"After that, visit #say-hello to introduce yourself, then see what everyone is talking about in #community, the best place to discuss growing and engaging with your community (we also share a lot of great resources on Twitter as "},{"_key":"2a0b4eccc3d75","_type":"span","marks":["7091fe7ed0e3","em"],"text":"@CommonRoomHQ"},{"_key":"2a0b4eccc3d76","_type":"span","marks":["em"],"text":", in case @AcmeMike feels like connecting there, too!)."}],"markDefs":[{"_key":"7091fe7ed0e3","_type":"link","href":"https://twitter.com/commonroomHQ"}],"style":"normal"},{"_key":"8e3f7f85d0c0","_type":"block","children":[{"_key":"4e28df98d6030","_type":"span","marks":["em"],"text":"Thanks for joining the Uncommon community. When we say people matter most, we mean you ⬅️"}],"markDefs":[],"style":"normal"},{"_key":"622a69b1083c","_type":"block","children":[{"_key":"495896c4a9540","_type":"span","marks":[],"text":"This could go out as a DM in your channel of choice or via email—whatever feels more personal to you!"}],"markDefs":[],"style":"normal"},{"_key":"9edbedcd3a48","_type":"block","children":[{"_key":"5d2574c594dc0","_type":"span","marks":[],"text":"4. Make a quick call"}],"markDefs":[],"style":"h3"},{"_key":"e738954c0487","_type":"block","children":[{"_key":"f378d256949e0","_type":"span","marks":[],"text":"It’s 2023 and we’re recommending a phone call? Yes and no. This could be a typical 10-digit dial, but don’t forget Zoom, Slack, and FaceTime are all great alternatives. This is next-level personal and gives both you and the new member an opportunity to really get to know one another. You’ll likely cover topics you wouldn’t get from a form and can make the whole conversation as in-depth or as brief as you want."}],"markDefs":[],"style":"normal"},{"_key":"1a6aca5fc2de","_type":"block","children":[{"_key":"57fc1000d1c80","_type":"span","marks":[],"text":"This also allows you to send a follow-up with only the must-know info. Personality and pleasantries have already been covered. Hit them with a sincere thanks for chatting and a list of links to get started."}],"markDefs":[],"style":"normal"},{"_key":"95e99ee0767b","_type":"block","children":[{"_key":"fb5cdd3b92f70","_type":"span","marks":[],"text":"We’ll refrain from telling you how to talk on the phone—you know what to say! When it comes to reaching out after, you could try something like the below:"}],"markDefs":[],"style":"normal"},{"_key":"42900cc98ade","_type":"block","children":[{"_key":"c53b7c43c30a0","_type":"span","marks":["em"],"text":"Hi Mike,"}],"markDefs":[],"style":"normal"},{"_key":"65ee94ae76ff","_type":"block","children":[{"_key":"abb5a6988b2a0","_type":"span","marks":["em"],"text":"Thanks for taking the time to chat earlier, we’re excited to have you and the Acme community as part of Uncommon! As promised, below are a few different links I mentioned over the phone."}],"markDefs":[],"style":"normal"},{"_key":"1c500abd9f2a","_type":"block","children":[{"_key":"4554dbc7a2d8","_type":"span","marks":["em"],"text":"Whenever you’re ready, you can check out our tips for setting up your profile and look over the code of conduct."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2a79e70f3b86","_type":"block","children":[{"_key":"6b890755aef10","_type":"span","marks":["em"],"text":"To begin chatting, head to #say-hello to introduce yourself and meet fellow members, then see what everyone is talking about in #community."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"fc5bb7cf8609","_type":"block","children":[{"_key":"e423cd2546520","_type":"span","marks":["em"],"text":"We’re also on Twitter as "},{"_key":"e423cd2546521","_type":"span","marks":["527be0adca1f","em"],"text":"@CommonRoomHQ"},{"_key":"e423cd2546522","_type":"span","marks":["em"],"text":", and share regular articles over on the "},{"_key":"e423cd2546523","_type":"span","marks":["9e7fca112be9","em"],"text":"Uncommon blog"},{"_key":"e423cd2546524","_type":"span","marks":["em"],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"527be0adca1f","_type":"link","href":"https://twitter.com/commonroomHQ"},{"_key":"9e7fca112be9","_type":"link","href":"https://www.commonroom.io/uncommon/blog/"}]},{"_key":"64fef1fdefd1","_type":"block","children":[{"_key":"a6d8d11ca0e80","_type":"span","marks":["em"],"text":"If you run into trouble or have any questions, please don’t hesitate to reach out. Looking forward to connecting again soon."}],"markDefs":[],"style":"normal"},{"_key":"e8b9dbebe751","_type":"block","children":[{"_key":"680b8eb126940","_type":"span","marks":[],"text":"Quick and to the point, plus a few bonus links if you have ‘em—maybe a few came up as part of the conversation. Not every call will be a copy-and-paste situation, so be sure to take notes to personalize the follow-up."}],"markDefs":[],"style":"normal"},{"_key":"9f1b3e180236","_type":"block","children":[{"_key":"69cefac5bb8d0","_type":"span","marks":[],"text":"5. Send surprise swag"}],"markDefs":[],"style":"h3"},{"_key":"661beae34b94","_type":"block","children":[{"_key":"350e98f80bbe0","_type":"span","marks":[],"text":"In a "},{"_key":"1de7c87ac7471","_type":"span","marks":["21ee0bbe304f"],"text":"quick, informal poll"},{"_key":"1de7c87ac7472","_type":"span","marks":[],"text":" of our Twitter friends, receiving surprise swag came out as the favorite way to be welcomed."}],"markDefs":[{"_key":"21ee0bbe304f","_type":"link","href":"https://twitter.com/CommonRoomHQ/status/1422308332191182855"}],"style":"normal"},{"_key":"713d9a1810cc","_type":"block","children":[{"_key":"afc47aa496650","_type":"span","marks":[],"text":"It might seem like a lot of work, but consider it a combo of the personalized message and quick phone call: You write a note to include with the goods, then send a follow-up email with all the important links."}],"markDefs":[],"style":"normal"},{"_key":"744301afd5b2","_type":"block","children":[{"_key":"f905b20961d60","_type":"span","marks":[],"text":"If you ask for an address as part of the sign-up flow, the hardest part is all taken care of. 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We’ve seen community managers hesitate to do this though, because migrating to Discord introduces anonymous and unverified identities, and this lack of visibility into who's joining a community presents potential concerns around community safety and inclusivity."}],"markDefs":[]},{"_key":"525e5aac649b","_type":"block","children":[{"_key":"a2fc2f40afb50","_type":"span","marks":[],"text":"While we recognize that the anonymity is by design and can have its merits, in community terms we believe that "},{"_key":"3315cd1ec175","_type":"span","marks":["c549627b5109"],"text":"visibility"},{"_key":"cf034d9db5a9","_type":"span","marks":[],"text":" into the people who participate in your community is paramount to fostering a safe and inclusive community, and to support, collaborate, and build better products alongside them. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! On top of it all, you need to find time to welcome, onboard, and check in with every new member on Slack and Discord.\n\nDon’t worry, you simply need to automate those tasks to make it all work!\n\nCommon Room allows you to quickly set up "},{"_key":"1770bac5116d1","_type":"span","marks":["68a33d967409"],"text":"automated Workflows"},{"_key":"1770bac5116d2","_type":"span","marks":[],"text":" for your Slack community. Our Slack integration lets you save time and stay on top of some of the most important community tasks at scale.\n\nIn the case of welcoming and onboarding new members, you can create an Onboarding Journey Workflow that allows you to send a custom message to members when they join your Slack community. 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You can transcend this messy approach and elevate your Slack or Discord communities by integrating with Common Room.\n\nUsing reporting, you can understand community metrics like membership growth, engagement, activity levels, sentiment, and response rate across your community.\n\nAnother useful feature of reporting is the collaborative “share” option for you and your teammates. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. 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These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. 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This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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You’re in rarified OSS air. Your repo has thousands of stars, contributors, commits, branches, and so on."}],"markDefs":[],"style":"normal"},{"_key":"f20b74f313c8","_type":"block","children":[{"_key":"1b6a7fb5334d0","_type":"span","marks":[],"text":"With all this traction, you want to understand basics like: "},{"_key":"1b6a7fb5334d1","_type":"span","marks":["em"],"text":"who are your top external contributors?"},{"_key":"1b6a7fb5334d2","_type":"span","marks":[],"text":" "},{"_key":"1b6a7fb5334d3","_type":"span","marks":["em"],"text":"Where do they work? What are their motives? Are they customers of your SaaS offering?"}],"markDefs":[],"style":"normal"},{"_key":"ae5890940e79","_type":"block","children":[{"_key":"7e65c25327220","_type":"span","marks":[],"text":"While GitHub gives you a pulse on activity within your repo — top contributors, merge and pull requests activity, new and closed issues — it doesn’t provide specifics like company data from members or connect the dots on who is or isn’t a customer."}],"markDefs":[],"style":"normal"},{"_key":"6771a9c969d9","_type":"block","children":[{"_key":"5e07373796460","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to use Common Room to pull back the veil on your GitHub community beyond the basic info that GitHub provides. We’ll show you how to identify contributions from high-profile accounts, who is behind those accounts, and how to create views to triage issues or prioritize responses."}],"markDefs":[],"style":"normal"},{"_key":"c1ec77292a5b","_type":"block","children":[{"_key":"47832cfa837b0","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"40fde0ccf149","_type":"block","children":[{"_key":"764a8bcb5a11","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest activity from GitHub ("},{"_key":"47832cfa837b1","_type":"span","marks":["5f76e4466da0"],"text":"Sign-up for free"},{"_key":"47832cfa837b2","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"5f76e4466da0","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e2b0821d3cfd","_type":"block","children":[{"_key":"2b0f24e9e862","_type":"span","marks":[],"text":"Admin access to your GitHub repo "}],"markDefs":[],"style":"callout"},{"_key":"1ccd583e5bb5","_type":"anchor","label":"Step 1: Connect GitHub repo"},{"_key":"44c999b4aea2","_type":"block","children":[{"_key":"9731d203c39d0","_type":"span","marks":[],"text":"Step 1: Connect to your GitHub repo"}],"markDefs":[],"style":"h3"},{"_key":"1c3a6c2dd402","_type":"block","children":[{"_key":"a9b9da63b9d50","_type":"span","marks":[],"text":"Our first step is to connect your repo to Common Room. To do that, head over to settings and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"9c79159ce1c7","_type":"mainImage","asset":{"_ref":"image-b421f8e89dd036be3a25fbf9b620148043be1b63-1322x904-png","_type":"reference"},"caption":"Connect GitHub to Common Room"},{"_key":"3f082cce552c","_type":"block","children":[{"_key":"b83c0d8e49aa0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b83c0d8e49aa1","_type":"span","marks":[],"text":" connecting to GitHub requires approval from one of your org admins. If you are not an org admin and proceed through the integration setup, GitHub will email your org admins requesting their approval. 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How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"ca4fab9f-273f-4a1b-ab68-52582b6b33b9","_type":"post","_rev":"D0ew2kDmLYWHslO7Osda3o","_createdAt":"2022-08-05T18:31:45Z","_updatedAt":"2022-08-18T18:33:56Z","body":[{"_key":"f4cad00e17f9","_type":"block","children":[{"_key":"eeae21fd61690","_type":"span","marks":[],"text":"Community is a broad term. Depending on the type of company the community is associated with, the term likely has different meanings."}],"markDefs":[],"style":"normal"},{"_key":"13fcee362476","_type":"block","children":[{"_key":"cb01d8423207","_type":"span","marks":[],"text":"In the world of software, community has generally been used to describe a group of like minded users who come together to learn, help each other build, and exchange best practices around the tool, platform, or technology they share interest in."}],"markDefs":[],"style":"normal"},{"_key":"2649e7644ed7","_type":"block","children":[{"_key":"568ddcab4a44","_type":"span","marks":[],"text":"Alongside this community is another online community of people who gather to interact with a company’s brand on social platforms like Twitter, Facebook, and LinkedIn."}],"markDefs":[],"style":"normal"},{"_key":"61b226d1f23e","_type":"block","children":[{"_key":"04010f6c9f29","_type":"span","marks":[],"text":"The Venn diagram of these two groups typically has a fair amount of overlap, however the way they engage with an organization and what they expect can differ significantly. These differences require unique skill sets that have resulted in the emergence of two roles: the social media manager and the community manager."}],"markDefs":[],"style":"normal"},{"_key":"4628d148d560","_type":"block","children":[{"_key":"d9b16775964a","_type":"span","marks":[],"text":"When considering who should support these communities it’s important to think through the different goals, metrics, and desired outcomes. This will ensure you build the right job descriptions and expectations to have the right person or people aligned to these important efforts."}],"markDefs":[],"style":"normal"},{"_key":"4d0f71af46a0","_type":"block","children":[{"_key":"8ca207d468970","_type":"span","marks":[],"text":"What is a Community Manager?"}],"markDefs":[],"style":"h3"},{"_key":"f11f90702be1","_type":"block","children":[{"_key":"8f31e55e394e","_type":"span","marks":[],"text":"A community manager is responsible for the management of an organization's online community."}],"markDefs":[],"style":"normal"},{"_key":"17a319766c62","_type":"block","children":[{"_key":"d6a22c0ec9e3","_type":"span","marks":[],"text":"Community managers are tasked with building, supporting, and maintaining a healthy community of users. Users, in this case, include both those who are currently engaged with the company’s products as well as potential customers who might be exploring or researching to determine whether the software is right for them."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"eb2117acbd78","_type":"block","children":[{"_key":"4f0ad3f923c0","_type":"span","marks":[],"text":"Community managers work to understand the dynamics of their community and "},{"_key":"e9b379f901821","_type":"span","marks":["165cdc762d1f"],"text":"track success metrics"},{"_key":"e9b379f901822","_type":"span","marks":[],"text":" such as community growth, activity, and impact. They also track qualitative information including which users are acting as champions, who is actively involved, what is the sentiment of the community at large, and what kinds of things they are talking about. All of this informs how they spend their time and where they invest their resources."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"4fd6b9f64a23","_type":"block","children":[{"_key":"138fd14bf998","_type":"span","marks":[],"text":"One important distinction is that Community Managers are not anonymous. They likely have their picture or a recognizable avatar in their profile, and they post under their own name. They act as a representative of the company or organization they work for, but are still individuals with their own personality, voice, and style."}],"markDefs":[],"style":"normal"},{"_key":"82148fdc8cf1","_type":"block","children":[{"_key":"66415badfd940","_type":"span","marks":[],"text":"What do Community Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"be6d59801f2d","_type":"block","children":[{"_key":"88b736850ef6","_type":"span","marks":[],"text":"Along with having a deep understanding of their community, community managers are also responsible for programmatic engagement. They likely chat with community members in both one-on-one and one-to-many online forums like Slack and Discord. When users have questions or they are new to a community the Community Manager helps them get the answer they need by sharing resources or flagging the question for follow-up by other members of their extended teams."}],"markDefs":[],"style":"normal"},{"_key":"28a1b99fc537","_type":"block","children":[{"_key":"bc0655985e56","_type":"span","marks":[],"text":"In order to reward and encourage members of their community to support others, they may "},{"_key":"3b79485955a8","_type":"span","marks":["fc75c1c9baa7"],"text":"build Champion programs"},{"_key":"d4bdb7873bc3","_type":"span","marks":[],"text":" or create rewards programs for users who meet specified criteria. This can be either externally defined for users or as part of a surprise-and-delight strategy to keep people engaged and motivated."}],"markDefs":[{"_key":"fc75c1c9baa7","_type":"link","href":"https://www.commonroom.io/blog/building-a-champions-program-for-developer-focused-communities/"}],"style":"normal"},{"_key":"41959a542208","_type":"block","children":[{"_key":"cd62a91aa0af","_type":"span","marks":[],"text":"They might also schedule in-person meet-ups or help coordinate community events alongside other corporate events to create a sense of camaraderie that is uniquely generated in face-to-face settings."}],"markDefs":[],"style":"normal"},{"_key":"336d280eba90","_type":"block","children":[{"_key":"4d0dd429d574","_type":"span","marks":[],"text":"Community Managers also serve an inbound function for their organizations by monitoring trends and discussions to provide valuable feedback to internal teams."}],"markDefs":[],"style":"normal"},{"_key":"968d8656325c","_type":"block","children":[{"_key":"85d06b4d4bc1","_type":"span","marks":[],"text":"Product-led growth companies (PLG) in particular have become very good at understanding what their users are trying to accomplish and they adjust their product roadmaps and engineering resources to help solve these problems. Strong communities help to provide clarity on this topic and can have a significant influence on companies who practice "},{"_key":"ead5760b9e35","_type":"span","marks":["e14577485233"],"text":"community-driven product developement"},{"_key":"f6522d516f85","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"e14577485233","_type":"link","href":"https://www.commonroom.io/blog/community-driven-product-development-overview-and-trends/"}],"style":"normal"},{"_key":"168446251f5f","_type":"block","children":[{"_key":"bd40ef8be43a","_type":"span","marks":[],"text":"While these are some of the core areas of responsibility for community managers, additional responsibilities can include:"}],"markDefs":[],"style":"normal"},{"_key":"c8c6eb903689","_type":"block","children":[{"_key":"898ec07f22970","_type":"span","marks":[],"text":"Building and delivering product demos, workshops, and documentation."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"67f8f7266a04","_type":"block","children":[{"_key":"4cf17c7e26470","_type":"span","marks":[],"text":"Recruiting community members for CFPs and content development."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"dd125eb3b007","_type":"block","children":[{"_key":"9c6f0c2da1910","_type":"span","marks":[],"text":"Keeping track of metrics and reporting on the "},{"_key":"2ef16fa169d2","_type":"span","marks":["90d8fc0e05b3"],"text":"impact of community on the business"},{"_key":"bc6ab93806c5","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"90d8fc0e05b3","_type":"link","href":"https://www.commonroom.io/blog/prove-roi-scale-community-impact-and-empower-the-business"}],"style":"normal"},{"_key":"e6f535cf62dd","_type":"block","children":[{"_key":"a9a5a32800520","_type":"span","marks":[],"text":"All this to say that Community Manager roles are expansive, varied, and usually highly-customized to the needs and dynamics of the communities they are supporting."}],"markDefs":[],"style":"normal"},{"_key":"6638cbe996cf","_type":"block","children":[{"_key":"fcbae8b966da0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"1cd35ec05168","_type":"block","children":[{"_key":"f3547f903a740","_type":"span","marks":[],"text":"Community teams can sit in a number of different business functions. Many community managers report in to marketing, product, developer relations, and in some cases engineering."}],"markDefs":[],"style":"normal"},{"_key":"3d5edb7d1970","_type":"block","children":[{"_key":"401c10c10fd8","_type":"span","marks":[],"text":"Wherever the roles sit, the skills required to be successful are consistent. These individuals are strategic thinkers who are able to leverage data and community feedback to prioritize their work. They understand how and when to prioritize activities for scale versus honing in on one or just a few users at a time because it will lead to much broader impact."}],"markDefs":[],"style":"normal"},{"_key":"70932599209d","_type":"block","children":[{"_key":"15ae9634a3990","_type":"span","marks":[],"text":"What is a Social Media Manager?"}],"markDefs":[],"style":"h3"},{"_key":"c9c56c12b9b4","_type":"block","children":[{"_key":"288da2e27881","_type":"span","marks":[],"text":"Social Media Managers act as the brand. They implement a social media strategy and design social media campaigns to build brand awareness and affinity through social networks."}],"markDefs":[],"style":"normal"},{"_key":"00eda60b044e","_type":"block","children":[{"_key":"cff445365a24","_type":"span","marks":[],"text":"Sometimes called Social Media Marketers or Social Media Community Managers, their voice is the voice of the company and they are experts in using digital media to communicate with their community."}],"markDefs":[],"style":"normal"},{"_key":"516159620616","_type":"block","children":[{"_key":"41415c3ae949","_type":"span","marks":[],"text":"The role can be challenging as Social Media Managers must not only be able to understand their target audience and what topics resonate with them, but they must also be able to navigate how to leverage the brand’s social media accounts to deliver both good news and sometimes address difficult situations."}],"markDefs":[],"style":"normal"},{"_key":"33f117f87ddd","_type":"block","children":[{"_key":"60db2e4358c00","_type":"span","marks":[],"text":"What do Social Media Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"a220acb2de8f","_type":"block","children":[{"_key":"8b45d6f411ef","_type":"span","marks":[],"text":"In a world with multiple social platforms each with its own nuances, strengths, and demographics, the Social Media Manager must know which medium to use to deliver the right message to the right audience. While this may seem seamless to the outside observer, it is not something that happens without planning and strategy."}],"markDefs":[],"style":"normal"},{"_key":"e6b1f9b247ee","_type":"block","children":[{"_key":"d0aaee78f134","_type":"span","marks":[],"text":"Landing a message on TikTok, heavy on video, is much different from a good Twitter or Facebook group post. While sometimes the medium used on one platform can translate easily to another, that isn’t always the case. These marketers must be savvy about which medium to use where and must also be skilled in working across digital mediums to create the content they need to deliver."}],"markDefs":[],"style":"normal"},{"_key":"f1a7f5a18b11","_type":"block","children":[{"_key":"e25b57fe750e","_type":"span","marks":[],"text":"Protecting the brand identity and ensuring consistency in voice and tone is critical. When Social Media Community Managers communicate they are speaking as the brand. It might be clear that there is a clever creative behind the content being produced, but what is produced is inextricably associated with the company, their reputation, and their values. Understanding how to balance this while effectively influencing their audience is a unique and challenging skill that should not be undervalued."}],"markDefs":[],"style":"normal"},{"_key":"24b65ab5e21c","_type":"block","children":[{"_key":"8d6c8fb0cc1f","_type":"span","marks":[],"text":"Effective social media managers tap into the hearts and minds of their audience to grow a brand’s following. The best will be able to convert fans into customers and show the impact of social media to the business. Sometimes, like a Community Manager, they will answer questions or address customer problems."}],"markDefs":[],"style":"normal"},{"_key":"dbb957b9f000","_type":"block","children":[{"_key":"07872f2d92dd0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"cf195c96cee0","_type":"block","children":[{"_key":"e08222582663","_type":"span","marks":[],"text":"Given their charter, Social Media Managers are typically digital marketing roles that sit inside of corporate marketing teams. These teams are also responsible for functions like PR, brand, and corporate communications. They are measured by metrics such as growth, engagement rate, share of voice, and sentiment. Social listening platforms are often used to measure these outcomes and help provide the data necessary to plan and prioritize how they execute."}],"markDefs":[],"style":"normal"},{"_key":"35afb942c1a2","_type":"block","children":[{"_key":"af1e8dee4dc30","_type":"span","marks":[],"text":"So… can Community Managers and Social Media Managers be the same person?"}],"markDefs":[],"style":"h3"},{"_key":"8ff0f995c9ed","_type":"block","children":[{"_key":"175542d1e395","_type":"span","marks":[],"text":"It could be and often in small companies it is. Both roles are increasingly strategic in today’s digital world and require adept advocacy and communication skills."}],"markDefs":[],"style":"normal"},{"_key":"6b809f58618c","_type":"block","children":[{"_key":"4873fcffa141","_type":"span","marks":[],"text":"Ideally, given the differences in the function, metrics, and desired outcomes, these roles are managed by distinct people or teams of people. As stated in the beginning, community can mean different things in various companies and for disparate audiences. As you would have a unique strategy for discreet user personas you should also have specific strategies to effectively engage your communities as they grow and evolve over time."}],"markDefs":[],"style":"normal"},{"_key":"64a1d53e44cb","_type":"block","children":[{"_key":"d598b6af3634","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. In the end, not everyone has the luxury of having separate roles for each community, but having a specific strategy for each, regardless of the audience overlap, is critical for growing and sustaining your communities."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"de8791616039","_type":"block","children":[{"_key":"8ff60e039ad1","_type":"span","marks":[],"text":"For more resources and guidance on building your community, check out the "},{"_key":"f565bebd04261","_type":"span","marks":["b1c1c36d6f68"],"text":"Common Room blog"},{"_key":"f565bebd04262","_type":"span","marks":[],"text":" or join our community for community leaders, "},{"_key":"f565bebd04263","_type":"span","marks":["04f2e90fedf0"],"text":"Uncommon"},{"_key":"f565bebd04264","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d4b08dc8692eae602c369648c59c2eec84a59f19-2400x1260-png","_type":"reference"}},"categories":[{"_key":"d87d8c540f63","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"}],"excerpt":[{"_key":"327b2c3409ec","_type":"block","children":[{"_key":"1b66c0a1d1aa","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. 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However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? 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Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". 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Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. 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Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). 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"}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. We were hoping to narrow our focus a bit more, so we’ll click the + "},{"_key":"fd4a96283a94","_type":"span","marks":["strong"],"text":"Add filter"},{"_key":"a96fa86bd8e8","_type":"span","marks":[],"text":" button and add a filter to identify accounts with activity in the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"27e2c87de8a4","_type":"mainImage","asset":{"_ref":"image-812119e786b7b8d00983975c4e7f1216070f0f98-2160x486-png","_type":"reference"},"caption":"Filter organizations by activity level"},{"_key":"e64843e56df6","_type":"block","children":[{"_key":"ec8bea1230e2","_type":"span","marks":[],"text":"This narrows our account selection to the sweet spot we were looking for — a couple of dozen accounts! Now, we’ll want to turn this filter into a "},{"_key":"6f1917c8b2d6","_type":"span","marks":["33509fb7516f"],"text":"Segment"},{"_key":"5379c78fb695","_type":"span","marks":[],"text":" that we can use to inform target account selection in tools like our CRM or an ad platform."}],"markDefs":[{"_key":"33509fb7516f","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"f9e03f5d1d5e","_type":"block","children":[{"_key":"fb1726b3ac210","_type":"span","marks":["strong"],"text":"Note: "},{"_key":"f68f02239536","_type":"span","marks":[],"text":"“Segments” is Common Room speak that refers to the functionality allowing you to create contact cohorts."}],"markDefs":[],"style":"callout"},{"_key":"f025d82a9409","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Filter results by active date range"},{"_key":"0dad931dafbf","_type":"anchor","label":"Step 4: Create a segment"},{"_key":"f4c97eed81b1","_type":"block","children":[{"_key":"63ee0cc602d2","_type":"span","marks":[],"text":"Step 4: Create a segment of active accounts that fit our criteria"}],"markDefs":[],"style":"h3"},{"_key":"a2404ed7e46d","_type":"block","children":[{"_key":"62b6b3740e7d0","_type":"span","marks":[],"text":"Remembering our target account criteria — 50+ employees, $50M in revenue, active in the last 28 days — we’ll head over to the "},{"_key":"62b6b3740e7d1","_type":"span","marks":["4392a5b67a72"],"text":"Segments"},{"_key":"62b6b3740e7d2","_type":"span","marks":[],"text":" menu item to build our evergreen target account list."}],"markDefs":[{"_key":"4392a5b67a72","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"9dfb86226a99","_type":"block","children":[{"_key":"586c5867d72d0","_type":"span","marks":[],"text":"We’ll click the "},{"_key":"c257ed4dfd4b","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"b5918924a82d","_type":"span","marks":[],"text":" button and give our segment a name and description."}],"markDefs":[],"style":"normal"},{"_key":"e32d27115532","_type":"mainImage","asset":{"_ref":"image-7f0ce04445b6ce0524f539ea93f0ef5b9e415f30-2932x1832-png","_type":"reference"},"caption":"Name and create a segment"},{"_key":"aaaba2bf4ae0","_type":"block","children":[{"_key":"fdf24e8d7107","_type":"span","marks":[],"text":"Then, click the "},{"_key":"f81e908591f0","_type":"span","marks":["strong"],"text":"+ Add contacts"},{"_key":"1a3fc0c2a0d2","_type":"span","marks":[],"text":" button and select "},{"_key":"d187cc540e0b","_type":"span","marks":["strong"],"text":"Auto add contacts"},{"_key":"7a76fcd0e531","_type":"span","marks":[],"text":" from the dropdown. This is where we will set the criteria to auto-add/remove organizations to our target account list."}],"markDefs":[],"style":"normal"},{"_key":"b037a06e9d9b","_type":"mainImage","alt":"Automatically add/remove contacts from segments","asset":{"_ref":"image-70cdd241f1338bf04d7159e9d2b71d810f68fdf7-544x376-png","_type":"reference"},"caption":"Automatically add/remove contacts from segments"},{"_key":"8403726b37e6","_type":"block","children":[{"_key":"b527554043ce","_type":"span","marks":[],"text":"Click the "},{"_key":"e57b227904ee","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"aef794e788cd","_type":"span","marks":[],"text":" button and add filters accordingly. Here we can also choose to apply inverse filters from our "},{"_key":"4d6dbd4f86aa","_type":"span","marks":["strong"],"text":"Auto add"},{"_key":"c58e65dd9ad8","_type":"span","marks":[],"text":" criteria so that our target account list remains evergreen (i.e., if there's no contact activity from an organization after 28 days, that organization will be removed from our segment). And be sure to click "},{"_key":"6d2da3ed064b","_type":"span","marks":["strong"],"text":"Save!"}],"markDefs":[],"style":"normal"},{"_key":"1049c4b63440","_type":"mainImage","asset":{"_ref":"image-3cd2c611817ad6cd031f9ea1d39dec2725d3d7a0-2932x1832-png","_type":"reference"},"caption":"Set your criteria to auto-add/remove contact of a segment"},{"_key":"e25e14b82c45","_type":"block","children":[{"_key":"4ce3581534c5","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b2f2a86cbc82","_type":"span","marks":[],"text":" It will likely take a few minutes for your segment to populate. You'll see a notification like 👇 while your new segment populates."}],"markDefs":[],"style":"callout"},{"_key":"36d009fd9554","_type":"mainImage","alt":"member configs","asset":{"_ref":"image-69b4a16a873d31e7ce91add98b08545848a48f14-1702x136-png","_type":"reference"}},{"_key":"69a1e226a20c","_type":"block","children":[{"_key":"b1894e26701e0","_type":"span","marks":["strong"],"text":"Bonus step: "},{"_key":"0a1868a0f2c7","_type":"span","marks":[],"text":"Auto-tag organizations by setting up a workflow."}],"markDefs":[],"style":"h4"},{"_key":"8b5380186d55","_type":"block","children":[{"_key":"812927712a080","_type":"span","marks":[],"text":"In Common Room, you can "},{"_key":"812927712a081","_type":"span","marks":["bea0a155234a"],"text":"create workflows"},{"_key":"812927712a082","_type":"span","marks":[],"text":" that automatically add "},{"_key":"5f5f353fdf68","_type":"span","marks":["strong"],"text":"tags"},{"_key":"622f36896a30","_type":"span","marks":[],"text":" to organizations, contacts, and activities."}],"markDefs":[{"_key":"bea0a155234a","_type":"link","href":"https://docs.commonroom.io/using-common-room/workflows"}],"style":"normal"},{"_key":"ee931ebb11c0","_type":"block","children":[{"_key":"698f42b993510","_type":"span","marks":[],"text":"We can head to the "},{"_key":"9ea7fd66ba80","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"7293f35cd801","_type":"span","marks":[],"text":" menu and add an "},{"_key":"2cd84a445bd8","_type":"span","marks":["strong"],"text":"ICP"},{"_key":"a5f92da47b04","_type":"span","marks":[],"text":" (ideal customer profile) tag to qualifying accounts."}],"markDefs":[],"style":"normal"},{"_key":"11780cfbf21d","_type":"mainImage","asset":{"_ref":"image-74b4f86a49aaeec8684f25bb16e46b787f94550b-2932x1832-png","_type":"reference"},"caption":"Select a workflow template to “tag an organization”"},{"_key":"0e65b0db2dbb","_type":"block","children":[{"_key":"c5992a65395c0","_type":"span","marks":[],"text":"From here, we'll see a workflow canvas. We'll set ICP criteria for organizations with 50+ employees, annual revenue of $50M+, and select relevant industries. Then, we'll set our tagging criteria and run this workflow daily."}],"markDefs":[],"style":"normal"},{"_key":"5ea2930b20a7","_type":"mainImage","asset":{"_ref":"image-323f96f71a503d3cdfa2d569d9a22aeeaa8c073b-2932x1832-png","_type":"reference"},"caption":"Tag an organization with an automated workflow"},{"_key":"d50f3fa24340","_type":"block","children":[{"_key":"5fb4e92010ee","_type":"span","marks":[],"text":"Click "},{"_key":"c518d1c5dab8","_type":"span","marks":["strong"],"text":"Save"},{"_key":"9463c5e8d82b","_type":"span","marks":[],"text":" and toggle to turn on your tagging workflow. And voila! 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And if you haven't already, "},{"_key":"9fb032ecd0d73","_type":"span","marks":["1bacc30c8f6b"],"text":"sign-up for a free account here"},{"_key":"9fb032ecd0d74","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"f34348d8e72d","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"1bacc30c8f6b","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-6badd89e1c894ce9cc0117bb2eea56a55e0ded5e-2400x1260-png","_type":"reference"}},"categories":[{"_key":"09152fe44b57","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"47ac9c8391b7","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"0146e4fa8a36","_ref":"7662f4d2-9875-4dc5-be5e-91dd093375ae","_type":"reference"}],"excerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"dbe05505d0bf","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ea664be13b07","_ref":"6f6dfe52-16a0-4649-9f15-e73a38900c33","_type":"reference"},{"_key":"21aabdb4462c","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"527e784c26aa","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-a924d71fe1eeaf0f7875f2f21d3f04eb65ce000a-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"replenish-accounts-abm-activity"},"status":"published","suggestions":[{"_key":"4756b8d713d8","_ref":"4efb016d-8685-4743-99f2-e363eb233036","_type":"reference"},{"_key":"879d97a95162","_ref":"a4938423-f309-4c16-a05e-782566dd3881","_type":"reference"},{"_key":"6755a2fb4f0a","_ref":"ce0de17b-4da4-4a61-8d2d-256f149fc375","_type":"reference"},{"_key":"e6c3b6fb7d1d","_ref":"0c113d20-a943-4c58-8472-1c005c08983a","_type":"reference"}],"teams":["Sales","Marketing"],"title":"Replenish target accounts for ABM using recent activity","useCases":[{"_key":"1b388e7401f9","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4454d0a7-9d47-50e1-a7c8-e87bfc191c70","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"replenish-accounts-abm-activity"},"status":"published","_createdAt":"2023-03-06T23:30:09Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"7662f4d2-9875-4dc5-be5e-91dd093375ae"}],"_rawExcerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"aa238e9a-5842-49e9-a64e-c2fae55c3412","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JgRti","_createdAt":"2023-03-30T22:16:56Z","_updatedAt":"2024-09-11T17:51:44Z","body":[{"_key":"5e249be772aa","_type":"anchor","label":"Overview"},{"_key":"4068813d2001","_type":"block","children":[{"_key":"c867816bb015","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"70eb96810f01","_type":"block","children":[{"_key":"732d4413afae0","_type":"span","marks":[],"text":"Your dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? What are the criteria for each stage? How do we stitch together activity across different channels? How do we measure the success of our efforts?"}],"markDefs":[],"style":"normal"},{"_key":"7579861f123d","_type":"block","children":[{"_key":"5fa0f2d8a27e0","_type":"span","marks":[],"text":"In this playbook, we’ll answer these questions and give you a starting point for defining and tracking the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"889657f6fe36","_type":"block","children":[{"_key":"0c5f7737c80b0","_type":"span","marks":[],"text":"As a result, you’ll be able to 1) measure and track the success of (previously uncrackable) parts of the dark funnel and 2) identify areas of focus to progress your core audience further down the path."}],"markDefs":[],"style":"normal"},{"_key":"3aaaf24d0fd4","_type":"block","children":[{"_key":"b0aed4544b1d0","_type":"span","marks":[],"text":"Let’s get to it!"}],"markDefs":[],"style":"normal"},{"_key":"f32eba3602d9","_type":"block","children":[{"_key":"232d8edda5640","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"5499562fff4f","_type":"block","children":[{"_key":"67321e7aa672","_type":"span","marks":[],"text":"Common Room — we’ll use Common Room to define and track our dark funnel ("},{"_key":"232d8edda5641","_type":"span","marks":["d8889c29e944"],"text":"Sign-up for free"},{"_key":"232d8edda5642","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"d8889c29e944","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4f2997dea8b7","_type":"block","children":[{"_key":"f2f6783cbc8d","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"2d46fccb2d0b","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"71ed37a0962b","_type":"block","children":[{"_key":"fcccd47280680","_type":"span","marks":[],"text":"Step 1: Connect to dark funnel sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"b13c90ac9738","_type":"block","children":[{"_key":"05e353fa52570","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our dark funnel. This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. First, we’ll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"60f63e4c50f3","_type":"mainImage","asset":{"_ref":"image-593cdb8ff672279a31d8b2de78f68e7f8a257325-1322x904-png","_type":"reference"},"caption":"Connect Twitter to Common Room"},{"_key":"8d764e3e8708","_type":"block","children":[{"_key":"68553ba009620","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"44a84bee513b","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"b29d963f5cde","_type":"block","children":[{"_key":"fe358c273e130","_type":"span","marks":[],"text":"We’ll save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"43ce4978c686","_type":"block","children":[{"_key":"ddb4b47105f30","_type":"span","marks":[],"text":"Our community is not just on Twitter, so we’ll want to run through the same process to connect Reddit, YouTube, Medium, Stack Overflow, and pulling in relevant context. To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. 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Common Room will create Contacts and activity for every matching video and for users who comment on those videos., and can be configured to import:"}],"markDefs":[],"style":"normal"},{"_key":"91eb787c8333","_type":"block","children":[{"_key":"9c24f27733550","_type":"span","marks":[],"text":"All videos from a specific channel or channels"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"21c385bdc82e","_type":"block","children":[{"_key":"4544cf60746a0","_type":"span","marks":[],"text":"Videos from any channel that match one or more specific hashtags or keywords"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8216fbc831fc","_type":"block","children":[{"_key":"388e12ad7e4a0","_type":"span","marks":[],"text":"Import History"}],"markDefs":[],"style":"h3"},{"_key":"ff2add064a89","_type":"block","children":[{"_key":"e5c66d42878c0","_type":"span","marks":[],"text":"For the YouTube integration, Common Room will import all videos from the channels you’ve specified, and the last 30 days of videos matching the hashtags and keywords you’ve specified. This means that if you track a certain channel, we’ll import all videos from that channel. "}],"markDefs":[],"style":"normal"},{"_key":"eb4ce8b7b997","_type":"block","children":[{"_key":"5be86d7d239e","_type":"span","marks":[],"text":"If you update the configuration, these changes are only forward-looking. This means that if you stop tracking a channel, hashtag, or keyword, then we’ll stop pulling in new videos from that channel, hashtag, or keyword, but anything we already ingested will remain in Common Room. The 30-day lookback window is only around hashtags and keywords, there is nothing in our logic that applies a 30-day lookback on channel videos alone."}],"markDefs":[],"style":"normal"},{"_key":"4caa1c8ef066","_type":"block","children":[{"_key":"371e264abda50","_type":"span","marks":[],"text":"Sync Frequency"}],"markDefs":[],"style":"h3"},{"_key":"dcd35f0f218f","_type":"block","children":[{"_key":"ad7eb76e06230","_type":"span","marks":[],"text":"For the YouTube integration, Common Room will automatically import new videos and comments within a few hours after they are posted on YouTube."}],"markDefs":[],"style":"normal"},{"_key":"cf6786078b21","_type":"block","children":[{"_key":"f0fcd266e5080","_type":"span","marks":[],"text":"FAQ"}],"markDefs":[],"style":"h2"},{"_key":"0382b31c213b","_type":"block","children":[{"_key":"2b4c1e254e650","_type":"span","marks":[],"text":"Are live streams able to be imported?"}],"markDefs":[],"style":"h3"},{"_key":"ac7fedf31d47","_type":"block","children":[{"_key":"aa7753852b790","_type":"span","marks":[],"text":"No, we do not currently import live streams. 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We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"7eed6e43-dc7b-4784-b016-fec585b149d4","_type":"post","_rev":"fQ536QPi1jzheMWQckgBQE","_createdAt":"2022-03-09T22:33:29Z","_updatedAt":"2022-05-05T21:02:37Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"a20cbe30606e","_type":"block","children":[{"_key":"9d8340bc5761","_type":"span","marks":[],"text":"As a community manager, you want greater collaboration with your internal teams and support in advocating for additional investment. To do that, you need ways to show them how community work also helps them achieve their goals. It's the essence of community building—bringing people "},{"_key":"7f3cde2a863c","_type":"span","marks":["strong"],"text":"with"},{"_key":"d369c2e43a89","_type":"span","marks":[],"text":" you and connecting on what matters to them—and it applies to internal teams as well. "}],"markDefs":[{"_key":"663350d7eb5a","_type":"link","href":"https://www.commonroom.io/blog/Joshua-Zerkel-Asana-Uncommon-Conversation-Common-Room/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-attribution&utm_content=uncommon-conversations"}],"style":"normal"},{"_key":"f063b63e8a06","_type":"block","children":[{"_key":"316de86ba2b6","_type":"span","marks":[],"text":"It's important to take the time to understand what matters to each of the teams you talk to. Joshua Zerkel at Asana makes this the basis of "},{"_key":"6999e4fe8582","_type":"span","marks":["663350d7eb5a"],"text":"his internal roadshows"},{"_key":"dd72ce58f38e","_type":"span","marks":[],"text":"—understanding what matters to his audience based on what goals they're trying to achieve. For marketing teams, it might be expanding the reach of relevant content and raising brand awareness. For product teams, it might be addressing product feedback and understanding feature requests. For stakeholders who need to deliver business metrics, revenue is often a compelling data point. That being said, "},{"_key":"cc40e99f03ad","_type":"span","marks":["strong"],"text":"only 10%"},{"_key":"97757367a65b","_type":"span","marks":[],"text":" of community professionals cite an ability to financially quantify the value of their community (see the "},{"_key":"73941550f2c0","_type":"span","marks":["8290e0a70529"],"text":"2022 Community Industry Report"},{"_key":"6a9c926038fa","_type":"span","marks":[],"text":")."}],"markDefs":[{"_key":"663350d7eb5a","_type":"link","href":"https://www.commonroom.io/blog/Joshua-Zerkel-Asana-Uncommon-Conversation-Common-Room/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=uncommon-conversations"},{"_key":"8290e0a70529","_type":"link","href":"https://cmxhub.com/community-industry-report/"}],"style":"normal"},{"_key":"6085cbbea1b0","_type":"block","children":[{"_key":"10a1f20906480","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"10a1f20906481","_type":"span","marks":["f96fbc640cb1"],"text":"technical considerations for evaluating tools"},{"_key":"10a1f20906482","_type":"span","marks":[],"text":" and shared a "},{"_key":"10a1f20906483","_type":"span","marks":["7a89a6d6cd79"],"text":"roadmap to build your tech stack"},{"_key":"10a1f20906484","_type":"span","marks":[],"text":" to support your community through its stages of growth. In this article, we’re going to dive deeper into what community-attributed revenue is and how to measure it, so you can concretely demonstrate the impact of your programs in terms more easily understood by your cross-functional stakeholders and executive leaders."}],"markDefs":[{"_key":"f96fbc640cb1","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=eval-community-stack"},{"_key":"7a89a6d6cd79","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=build-community-stack"}],"style":"normal"},{"_key":"68cbe083ea4d","_type":"block","children":[{"_key":"b87b19ce1976","_type":"span","marks":[],"text":"What is community-attributed revenue (CAR)?"}],"markDefs":[],"style":"h3"},{"_key":"4d79be5d0ab1","_type":"block","children":[{"_key":"5ca1e450102b","_type":"span","marks":[],"text":"At Common Room, we define community-attributed revenue (CAR) as revenue from an organization whose member(s) engaged in the community "},{"_key":"281ee2c9ec0a","_type":"span","marks":["strong"],"text":"before"},{"_key":"21c71fb413e4","_type":"span","marks":[],"text":" they appeared in your CRM or Marketing Automation system (like Salesforce, HubSpot, or Marketo. For ease we’ll call it CRM below). By “community engagement,” we mean interactions with your community through any of your platforms (see our list of "},{"_key":"b12a985dc518","_type":"span","marks":["11261c1ee1ce"],"text":"source integrations"},{"_key":"a7accadced29","_type":"span","marks":[],"text":" for more details). For example:"}],"markDefs":[{"_key":"11261c1ee1ce","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=integrations"}],"style":"normal"},{"_key":"6dd62e7b8eaa","_type":"block","children":[{"_key":"484d81c852530","_type":"span","marks":[],"text":"Posting or responding to messages on a chat platform like Slack or Discord or a forum like Discourse or Stack Overflow"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ea141c8cc423","_type":"block","children":[{"_key":"3a4517e0b2d70","_type":"span","marks":[],"text":"Creating an issue in a code repo like GitHub"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7c4d68aaab40","_type":"block","children":[{"_key":"31a17a47e50d0","_type":"span","marks":[],"text":"Tweeting or posting comments on social media like Twitter or YouTube"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7ab073e42813","_type":"block","children":[{"_key":"61ca0ae761340","_type":"span","marks":[],"text":"Attending your events or webinars"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"a3b47de0e853","_type":"block","children":[{"_key":"e505c50974bc","_type":"span","marks":[],"text":"We call organizations who meet this qualification criteria as "},{"_key":"538303e5f63f","_type":"span","marks":["strong"],"text":"community-first organizations"},{"_key":"47280d1bf5c1","_type":"span","marks":[],"text":". Now we have a working definition of CAR, but how do we measure it?"}],"markDefs":[],"style":"normal"},{"_key":"d6bb2a057243","_type":"block","children":[{"_key":"f4933412e076","_type":"span","marks":[],"text":"How to measure community-attributed revenue"}],"markDefs":[],"style":"h3"},{"_key":"f09768c5b05b","_type":"block","children":[{"_key":"fed98129ff95","_type":"span","marks":[],"text":"We’ve distilled the process of measuring and reporting on CAR down to three steps: 1) identify your community-first organizations, 2) calculate revenue metrics from those organizations, and 3) analyze data trends over time. We’ll explore each step in further detail below."}],"markDefs":[],"style":"normal"},{"_key":"b895ca338cab","_type":"block","children":[{"_key":"125c8c2f0d9c0","_type":"span","marks":[],"text":"Identify community-first organizations"}],"markDefs":[],"style":"h4"},{"_key":"eab3a4f5e9ae","_type":"block","children":[{"_key":"b5c7aef440e20","_type":"span","marks":[],"text":"The first step in this process is to identify the organizations whose revenue qualifies for community attribution. Start by pulling one list of all the organizations represented in your community "},{"_key":"9980ca5b44aa","_type":"span","marks":["strong"],"text":"and"},{"_key":"86abddc367ef","_type":"span","marks":[],"text":" one of all the organizations recorded in your CRM. Then, compare the two lists to identify those organizations who exist on both lists "},{"_key":"d6f7490687b1","_type":"span","marks":["strong"],"text":"and"},{"_key":"363cdb1573d6","_type":"span","marks":[],"text":" were first seen in the community before your CRM. "},{"_key":"11c9483db773","_type":"span","marks":["em"],"text":"Those"},{"_key":"cfeb60438fb1","_type":"span","marks":[],"text":" organizations are the ones who qualify for community-attributed revenue—they are your community-first organizations."}],"markDefs":[],"style":"normal"},{"_key":"ce3c4b93268c","_type":"block","children":[{"_key":"f3d86f5b2ce2","_type":"span","marks":[],"text":"Calculate revenue metrics"}],"markDefs":[],"style":"h4"},{"_key":"70b557c5ede3","_type":"block","children":[{"_key":"66f74e33c29f0","_type":"span","marks":[],"text":"It’s time to calculate revenue metrics associated with your list of qualified organizations. Here you want to highlight data points illustrating the "},{"_key":"ce8800ce4f41","_type":"span","marks":["strong"],"text":"size"},{"_key":"b2be8d3c7e3b","_type":"span","marks":[],"text":" and "},{"_key":"f61e67c03589","_type":"span","marks":["strong"],"text":"value"},{"_key":"883d61e4e40e","_type":"span","marks":[],"text":" of the business impact these organizations are having. 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For example, revenue and / or the opportunity size of community-first organizations trending upwards over the past few years is clear evidence that your community programs are having a positive impact. If the share of revenue attributable to community-first organizations is greater than the share attributable to CRM-first organizations, that’s another positive indication."}],"markDefs":[],"style":"normal"},{"_key":"87abae46bcd5","_type":"block","children":[{"_key":"4189875b53e60","_type":"span","marks":[],"text":"As it relates to understanding what is driving the success behind CAR, organization-specific attributes can help identify key levers. Look for any commonalities from a firmographic, geographic, product usage, or team function perspective from your community-first organizations. For example, it could be that CAR tends to come from organizations with 51-100 employees or from certain product usage patterns. 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We built Common Room to empower you to measure end-to-end community attribution to earn buy-in from key stakeholders so that you can set up your community programs for long-term success."}],"markDefs":[],"style":"normal"},{"_key":"9135d4cabf31","_type":"block","children":[{"_key":"ec81f8c4ee5f","_type":"span","marks":[],"text":"In this article, we’re going to dive deeper into what community-attributed revenue is and how to measure it, so you can concretely demonstrate the impact of your programs in terms more easily understood by your cross-functional stakeholders and executive leaders."}],"markDefs":[],"style":"normal"},{"_key":"ba2a5b22c529","_type":"block","children":[{"_key":"79aaad334a6a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"hideMainMedia":true,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Screen shot of Common Room, the intelligent community growth platform that helps you build better products, deepen relationships, and grow 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To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"7eed6e43-dc7b-4784-b016-fec585b149d4","_type":"post","_rev":"fQ536QPi1jzheMWQckgBQE","_createdAt":"2022-03-09T22:33:29Z","_updatedAt":"2022-05-05T21:02:37Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"a20cbe30606e","_type":"block","children":[{"_key":"9d8340bc5761","_type":"span","marks":[],"text":"As a community manager, you want greater collaboration with your internal teams and support in advocating for additional investment. To do that, you need ways to show them how community work also helps them achieve their goals. It's the essence of community building—bringing people "},{"_key":"7f3cde2a863c","_type":"span","marks":["strong"],"text":"with"},{"_key":"d369c2e43a89","_type":"span","marks":[],"text":" you and connecting on what matters to them—and it applies to internal teams as well. "}],"markDefs":[{"_key":"663350d7eb5a","_type":"link","href":"https://www.commonroom.io/blog/Joshua-Zerkel-Asana-Uncommon-Conversation-Common-Room/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-attribution&utm_content=uncommon-conversations"}],"style":"normal"},{"_key":"f063b63e8a06","_type":"block","children":[{"_key":"316de86ba2b6","_type":"span","marks":[],"text":"It's important to take the time to understand what matters to each of the teams you talk to. Joshua Zerkel at Asana makes this the basis of "},{"_key":"6999e4fe8582","_type":"span","marks":["663350d7eb5a"],"text":"his internal roadshows"},{"_key":"dd72ce58f38e","_type":"span","marks":[],"text":"—understanding what matters to his audience based on what goals they're trying to achieve. For marketing teams, it might be expanding the reach of relevant content and raising brand awareness. For product teams, it might be addressing product feedback and understanding feature requests. For stakeholders who need to deliver business metrics, revenue is often a compelling data point. That being said, "},{"_key":"cc40e99f03ad","_type":"span","marks":["strong"],"text":"only 10%"},{"_key":"97757367a65b","_type":"span","marks":[],"text":" of community professionals cite an ability to financially quantify the value of their community (see the "},{"_key":"73941550f2c0","_type":"span","marks":["8290e0a70529"],"text":"2022 Community Industry Report"},{"_key":"6a9c926038fa","_type":"span","marks":[],"text":")."}],"markDefs":[{"_key":"663350d7eb5a","_type":"link","href":"https://www.commonroom.io/blog/Joshua-Zerkel-Asana-Uncommon-Conversation-Common-Room/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=uncommon-conversations"},{"_key":"8290e0a70529","_type":"link","href":"https://cmxhub.com/community-industry-report/"}],"style":"normal"},{"_key":"6085cbbea1b0","_type":"block","children":[{"_key":"10a1f20906480","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"10a1f20906481","_type":"span","marks":["f96fbc640cb1"],"text":"technical considerations for evaluating tools"},{"_key":"10a1f20906482","_type":"span","marks":[],"text":" and shared a "},{"_key":"10a1f20906483","_type":"span","marks":["7a89a6d6cd79"],"text":"roadmap to build your tech stack"},{"_key":"10a1f20906484","_type":"span","marks":[],"text":" to support your community through its stages of growth. In this article, we’re going to dive deeper into what community-attributed revenue is and how to measure it, so you can concretely demonstrate the impact of your programs in terms more easily understood by your cross-functional stakeholders and executive leaders."}],"markDefs":[{"_key":"f96fbc640cb1","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=eval-community-stack"},{"_key":"7a89a6d6cd79","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=build-community-stack"}],"style":"normal"},{"_key":"68cbe083ea4d","_type":"block","children":[{"_key":"b87b19ce1976","_type":"span","marks":[],"text":"What is community-attributed revenue (CAR)?"}],"markDefs":[],"style":"h3"},{"_key":"4d79be5d0ab1","_type":"block","children":[{"_key":"5ca1e450102b","_type":"span","marks":[],"text":"At Common Room, we define community-attributed revenue (CAR) as revenue from an organization whose member(s) engaged in the community "},{"_key":"281ee2c9ec0a","_type":"span","marks":["strong"],"text":"before"},{"_key":"21c71fb413e4","_type":"span","marks":[],"text":" they appeared in your CRM or Marketing Automation system (like Salesforce, HubSpot, or Marketo. For ease we’ll call it CRM below). By “community engagement,” we mean interactions with your community through any of your platforms (see our list of "},{"_key":"b12a985dc518","_type":"span","marks":["11261c1ee1ce"],"text":"source integrations"},{"_key":"a7accadced29","_type":"span","marks":[],"text":" for more details). For example:"}],"markDefs":[{"_key":"11261c1ee1ce","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=integrations"}],"style":"normal"},{"_key":"6dd62e7b8eaa","_type":"block","children":[{"_key":"484d81c852530","_type":"span","marks":[],"text":"Posting or responding to messages on a chat platform like Slack or Discord or a forum like Discourse or Stack Overflow"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ea141c8cc423","_type":"block","children":[{"_key":"3a4517e0b2d70","_type":"span","marks":[],"text":"Creating an issue in a code repo like GitHub"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7c4d68aaab40","_type":"block","children":[{"_key":"31a17a47e50d0","_type":"span","marks":[],"text":"Tweeting or posting comments on social media like Twitter or YouTube"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"7ab073e42813","_type":"block","children":[{"_key":"61ca0ae761340","_type":"span","marks":[],"text":"Attending your events or webinars"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"a3b47de0e853","_type":"block","children":[{"_key":"e505c50974bc","_type":"span","marks":[],"text":"We call organizations who meet this qualification criteria as "},{"_key":"538303e5f63f","_type":"span","marks":["strong"],"text":"community-first organizations"},{"_key":"47280d1bf5c1","_type":"span","marks":[],"text":". Now we have a working definition of CAR, but how do we measure it?"}],"markDefs":[],"style":"normal"},{"_key":"d6bb2a057243","_type":"block","children":[{"_key":"f4933412e076","_type":"span","marks":[],"text":"How to measure community-attributed revenue"}],"markDefs":[],"style":"h3"},{"_key":"f09768c5b05b","_type":"block","children":[{"_key":"fed98129ff95","_type":"span","marks":[],"text":"We’ve distilled the process of measuring and reporting on CAR down to three steps: 1) identify your community-first organizations, 2) calculate revenue metrics from those organizations, and 3) analyze data trends over time. We’ll explore each step in further detail below."}],"markDefs":[],"style":"normal"},{"_key":"b895ca338cab","_type":"block","children":[{"_key":"125c8c2f0d9c0","_type":"span","marks":[],"text":"Identify community-first organizations"}],"markDefs":[],"style":"h4"},{"_key":"eab3a4f5e9ae","_type":"block","children":[{"_key":"b5c7aef440e20","_type":"span","marks":[],"text":"The first step in this process is to identify the organizations whose revenue qualifies for community attribution. Start by pulling one list of all the organizations represented in your community "},{"_key":"9980ca5b44aa","_type":"span","marks":["strong"],"text":"and"},{"_key":"86abddc367ef","_type":"span","marks":[],"text":" one of all the organizations recorded in your CRM. Then, compare the two lists to identify those organizations who exist on both lists "},{"_key":"d6f7490687b1","_type":"span","marks":["strong"],"text":"and"},{"_key":"363cdb1573d6","_type":"span","marks":[],"text":" were first seen in the community before your CRM. "},{"_key":"11c9483db773","_type":"span","marks":["em"],"text":"Those"},{"_key":"cfeb60438fb1","_type":"span","marks":[],"text":" organizations are the ones who qualify for community-attributed revenue—they are your community-first organizations."}],"markDefs":[],"style":"normal"},{"_key":"ce3c4b93268c","_type":"block","children":[{"_key":"f3d86f5b2ce2","_type":"span","marks":[],"text":"Calculate revenue metrics"}],"markDefs":[],"style":"h4"},{"_key":"70b557c5ede3","_type":"block","children":[{"_key":"66f74e33c29f0","_type":"span","marks":[],"text":"It’s time to calculate revenue metrics associated with your list of qualified organizations. Here you want to highlight data points illustrating the "},{"_key":"ce8800ce4f41","_type":"span","marks":["strong"],"text":"size"},{"_key":"b2be8d3c7e3b","_type":"span","marks":[],"text":" and "},{"_key":"f61e67c03589","_type":"span","marks":["strong"],"text":"value"},{"_key":"883d61e4e40e","_type":"span","marks":[],"text":" of the business impact these organizations are having. To start, consider the following stats on an annual basis:"}],"markDefs":[],"style":"normal"},{"_key":"b0dca7ae085a","_type":"block","children":[{"_key":"8ed733f8570c0","_type":"span","marks":["strong"],"text":"Revenue"},{"_key":"e8d6a8b98523","_type":"span","marks":[],"text":": Total recurring revenue"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"a4c40d8c69bd","_type":"block","children":[{"_key":"358552ca0cdc0","_type":"span","marks":["strong"],"text":"Opportunity"},{"_key":"0fd73664e321","_type":"span","marks":[],"text":": Total opportunity size"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"536529638f98","_type":"block","children":[{"_key":"26e8d934eda10","_type":"span","marks":["strong"],"text":"CAR orgs"},{"_key":"ec92f50e5f40","_type":"span","marks":[],"text":": Total number of organizations who qualified for community-attributed revenue (and what percent of all customers they represent)"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9eee50faa839","_type":"block","children":[{"_key":"279124614c5c0","_type":"span","marks":["strong"],"text":"Paying orgs"},{"_key":"328cfae0afa5","_type":"span","marks":[],"text":": Total number of paid licenses / seats used by these organizations (and what percent of all licenses / seats they comprise)"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"f6edab0789b7","_type":"block","children":[{"_key":"29498d15b8800","_type":"span","marks":[],"text":"You’re on your way! With these metrics calculated, you’ve begun to quantify the business impact of your community programs. But to really understand if this impact is trending in the right direction 📈or if it’s an exception, it’s helpful to look at the data over time and filter by specific attributes to determine the underlying drivers of success."}],"markDefs":[],"style":"normal"},{"_key":"6ece281261ee","_type":"block","children":[{"_key":"432e4a5e3caf","_type":"span","marks":[],"text":"Analyze data trends over time"}],"markDefs":[],"style":"h4"},{"_key":"e7ffdad540f0","_type":"block","children":[{"_key":"d33d8f0c39840","_type":"span","marks":[],"text":"Now it’s time to dive deeper into the revenue metrics to see what kind of trends you can identify and what the key success drivers may be. To uncover these types of insights, consider answering the following strategic questions and see how it changes over time:"}],"markDefs":[],"style":"normal"},{"_key":"21fddfd88d2c","_type":"block","children":[{"_key":"d2d454f3e99d0","_type":"span","marks":[],"text":"Is "},{"_key":"b155667f366d","_type":"span","marks":["strong"],"text":"revenue"},{"_key":"348fdc0aab2f","_type":"span","marks":[],"text":" from community-first organizations increasing?"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9b3b47eb55b3","_type":"block","children":[{"_key":"fb2f00e876120","_type":"span","marks":[],"text":"Is the "},{"_key":"6e9e4b387ee0","_type":"span","marks":["strong"],"text":"opportunity size"},{"_key":"0137461e384a","_type":"span","marks":[],"text":" of community-first organizations growing?"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2168802cebff","_type":"block","children":[{"_key":"da3e11e142b70","_type":"span","marks":[],"text":"Does it take less time to convert opportunities from community-first organizations?"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"cdab8bb5e109","_type":"block","children":[{"_key":"edebcc4229d00","_type":"span","marks":[],"text":"How does the share of revenue and opportunity size of community-first organizations compare to that of CRM-first organizations?"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"82f97cbdaaa0","_type":"block","children":[{"_key":"79e9a955b26e0","_type":"span","marks":[],"text":"Are there certain organization-specific attributes to community-first success, such as:"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9318a6c6bdf8","_type":"block","children":[{"_key":"98c9fc4566660","_type":"span","marks":["strong"],"text":"Firmographic"},{"_key":"61f4ca5031ad","_type":"span","marks":[],"text":", meaning the characteristics of a firm or company, such as annual revenue, employee size, or industry?"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"e077830da84b","_type":"block","children":[{"_key":"4ae73dc4e557","_type":"span","marks":["strong"],"text":"Geographic"},{"_key":"23262d911c87","_type":"span","marks":[],"text":", for example, are there certain cities / states / countries where revenue is more attributable to community-first organizations?"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2f77eca0d80e","_type":"block","children":[{"_key":"a36382a4cc60","_type":"span","marks":["strong"],"text":"Product usage"},{"_key":"73484eb1716f","_type":"span","marks":[],"text":", for example, are certain types of product behaviors or interactions performed more frequently by community-first organizations?"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"f0a49a986b07","_type":"block","children":[{"_key":"1f201d6e9d4e","_type":"span","marks":["strong"],"text":"Team functions"},{"_key":"c4b6d0f8c309","_type":"span","marks":[],"text":", for example, are specific functions (Marketing, Product, Sales, Customer Success, etc.) more likely to see the value in your product and pay for licenses?"}],"level":2,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"3b68c8d2433c","_type":"block","children":[{"_key":"6787ddcdeca2","_type":"span","marks":[],"text":"With this analysis in place, you can see if there are positive or negative trends as it relates to CAR and then use those insights to determine the business impact of your programs. For example, revenue and / or the opportunity size of community-first organizations trending upwards over the past few years is clear evidence that your community programs are having a positive impact. If the share of revenue attributable to community-first organizations is greater than the share attributable to CRM-first organizations, that’s another positive indication."}],"markDefs":[],"style":"normal"},{"_key":"87abae46bcd5","_type":"block","children":[{"_key":"4189875b53e60","_type":"span","marks":[],"text":"As it relates to understanding what is driving the success behind CAR, organization-specific attributes can help identify key levers. Look for any commonalities from a firmographic, geographic, product usage, or team function perspective from your community-first organizations. For example, it could be that CAR tends to come from organizations with 51-100 employees or from certain product usage patterns. You can dive into why these attributes are contributing to success and share these learnings with your cross-functional colleagues so they understand the impact of your community programs and can grow practices that help replicate that success with other customers."}],"markDefs":[],"style":"normal"},{"_key":"ab5c9899f29f","_type":"block","children":[{"_key":"ca28f0322d6a","_type":"span","marks":[],"text":"End-to-end community attribution"}],"markDefs":[],"style":"h3"},{"_key":"f9b9b65f948f","_type":"block","children":[{"_key":"c7e154dd7033","_type":"span","marks":[],"text":"By investing in the tools and processes to calculate community-attributed revenue, you’re pioneering an end-to-end customer community journey—one where you’ll be able to understand a member’s experience engaging with your community and track their journey from when they start using your product through to how much revenue they’re responsible for. "},{"_key":"17149f190317","_type":"span","marks":["strong"],"text":"We built Common Room to empower you to measure this end-to-end attribution to earn buy-in from key stakeholders so that you can set up your community programs for long-term success."}],"markDefs":[],"style":"normal"},{"_key":"45ee0e8f0acf","_type":"block","children":[{"_key":"14a5d01b8f08","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can earn executive buy-in for community investment. For more, read how our customers like "},{"_key":"4cd6cd0863fd","_type":"span","marks":["07ff41df7a1f"],"text":"Asana, dbt Labs, Moov, and Temporal"},{"_key":"7ca6c64a1160","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"07ff41df7a1f","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=customers"}],"style":"normal"},{"_key":"912efce98495","_type":"block","children":[{"_key":"332c50d50cb3","_type":"span","marks":["em","5b7bf183cf02","strong"],"text":"Try out"},{"_key":"5028f84376bc","_type":"span","marks":["em","strong"],"text":" Common Room for free."}],"markDefs":[{"_key":"5b7bf183cf02","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=cr-blog&utm_campaign=community-attribution&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"f99cf6ede177","_type":"block","children":[{"_key":"d38ea49bc9b5","_type":"span","marks":[],"text":"Financially quantifying the value of your community is challenging. We built Common Room to empower you to measure end-to-end community attribution to earn buy-in from key stakeholders so that you can set up your community programs for long-term success."}],"markDefs":[],"style":"normal"},{"_key":"9135d4cabf31","_type":"block","children":[{"_key":"ec81f8c4ee5f","_type":"span","marks":[],"text":"In this article, we’re going to dive deeper into what community-attributed revenue is and how to measure it, so you can concretely demonstrate the impact of your programs in terms more easily understood by your cross-functional stakeholders and executive leaders."}],"markDefs":[],"style":"normal"},{"_key":"ba2a5b22c529","_type":"block","children":[{"_key":"79aaad334a6a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"hideMainMedia":true,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Screen shot of Common Room, the intelligent community growth platform that helps you build better products, deepen relationships, and grow faster.","asset":{"_ref":"image-5bb325fc5056d21a1dd07bf6c2716dfabd5031f9-2400x1260-png","_type":"reference"}},"publishedAt":"2022-03-17T17:00:50.440Z","slug":{"_type":"slug","current":"end-to-end-community-attribution-revenue"},"status":"published","title":"End-to-end community attribution: Quantifying impact from a revenue perspective","id":"-5746c97f-5087-5575-b8f5-ddda7d1d3ee2","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"end-to-end-community-attribution-revenue","_type":"slug"},"isPublished":true,"publishedAt":"2022-03-17T17:00:50.440Z","status":"published","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"f7e1cd7d-4231-497e-812f-4589009a0bad","_type":"playbook","_rev":"WOPW25iMagSfL12hwtXQwz","_createdAt":"2023-03-29T00:41:12Z","_updatedAt":"2024-09-11T17:52:17Z","body":[{"_key":"27f00e5e8d33","_type":"anchor","label":"Overview"},{"_key":"8a8d5e92d2a1","_type":"block","children":[{"_key":"6d647cdcfc2c","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"053522fe000e","_type":"block","children":[{"_key":"48aaf136407b0","_type":"span","marks":[],"text":"Defining and tracking your community funnel is a challenging task."}],"markDefs":[],"style":"normal"},{"_key":"8372d1281a49","_type":"block","children":[{"_key":"69e1a01e79450","_type":"span","marks":[],"text":"First, you must develop a framework to define your funnel — e.g., the stages from entirely unaware for community champion or advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. These sources are often associated with the bottom of the funnel and managed/maintained by a community manager."}],"markDefs":[],"style":"normal"},{"_key":"f617f5e850c4","_type":"block","children":[{"_key":"fc582af3f73f0","_type":"span","marks":[],"text":"We can follow a similar flow for these sources as above, but this time we'll want to choose Slack and confirm we have the "},{"_key":"fc582af3f73f1","_type":"span","marks":["02f97285cb10"],"text":"required permissions"},{"_key":"fc582af3f73f2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"02f97285cb10","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/slack"}],"style":"normal"},{"_key":"e2f4f8efd213","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"668d457814c6","_type":"block","children":[{"_key":"24beed5ece800","_type":"span","marks":[],"text":"Once Slack is connected, we’ll soon start to see first-party data from your community Slack channel."}],"markDefs":[],"style":"normal"},{"_key":"138467cf5e18","_type":"block","children":[{"_key":"43378bafe61f0","_type":"span","marks":[],"text":"And that's it. We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"828a70c0-9e87-461a-b88b-9b18c286877a","_type":"post","_rev":"PKnkpmpY4zyhy2rrgsG84r","_createdAt":"2021-07-19T21:24:54Z","_updatedAt":"2021-11-18T19:48:18Z","authors":[{"_key":"71cfec0c1bc1","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"10e50eee54b8","_type":"block","children":[{"_key":"82477fad033a","_type":"span","marks":[],"text":"As alluded to in "},{"_key":"a1469a419335","_type":"span","marks":["a0e5dc2ebfb1"],"text":"our blog post"},{"_key":"7d0ea72921a0","_type":"span","marks":[],"text":" detailing why we opened Slack as our first owned community channel, we want to dive deeper into our decision-making process. There are a lot of channels out there offering different ways your community can interact with your brand—Slack, Discord, Discourse, Twitter, LinkedIn, and even bespoke solutions. Unfortunately there is no one-channel-to-rule-them-all, so you must assess the tradeoffs between different community channels to make your selection. In this post we’ll share our framework for evaluating channels and help you choose the one that’s best for your needs."}],"markDefs":[{"_key":"a0e5dc2ebfb1","_type":"link","href":"https://www.commonroom.io/uncommon/blog/why-uncommon-chose-slack-first/"}],"style":"normal"},{"_key":"c51f61a84f22","_type":"block","children":[{"_key":"88e4d937f1e4","_type":"span","marks":[],"text":"📊 Evaluate Channels"}],"markDefs":[],"style":"h3"},{"_key":"60e263f3355f","_type":"block","children":[{"_key":"ecb7e75df86a","_type":"span","marks":[],"text":"Your members volunteer their time and effort when participating in your community. So, it’s incredibly important to be thoughtful and intentional about the channel you’ll open. This also means thinking about not only what you need to achieve in the short-term, but keeping an eye towards your long-term goals too, and not sacrificing one at the expense of the other.\n\nTo help keep track of all these factors, we recommend evaluating community channels based on two key questions:"}],"markDefs":[],"style":"normal"},{"_key":"8b90ad05efd0","_type":"block","children":[{"_key":"65591392ec980","_type":"span","marks":["strong"],"text":"1. What community objective does it achieve?"}],"markDefs":[],"style":"normal"},{"_key":"c09cf2a411d2","_type":"block","children":[{"_key":"b691f7635261","_type":"span","marks":[],"text":"Foster relationships between members"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9ce233d7e5c8","_type":"block","children":[{"_key":"f94bc98c392c","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ccf1d6d0e135","_type":"block","children":[{"_key":"c021774f33fa","_type":"span","marks":[],"text":"Build a content library / support resource"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"99063c436946","_type":"block","children":[{"_key":"48c8e73d6f810","_type":"span","marks":["strong"],"text":"2. What kind of engagement dynamics does it enable?"}],"markDefs":[],"style":"normal"},{"_key":"9cfeb6607e4d","_type":"block","children":[{"_key":"a1283b8b69f9","_type":"span","marks":[],"text":"Identity: Visibility vs. anonymity"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1779d9d0cf0f","_type":"block","children":[{"_key":"7f2652b13d39","_type":"span","marks":[],"text":"Messaging: Synchronous vs. asynchronous"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d805604f7961","_type":"block","children":[{"_key":"122a8e192bf2","_type":"span","marks":[],"text":"By taking into consideration both your community objective "},{"_key":"001a7c6a12a7","_type":"span","marks":["em"],"text":"and"},{"_key":"baa2e677a838","_type":"span","marks":[],"text":" the types of engagement behavior you want, the channel you select will serve you well not only today, but in the future as well."}],"markDefs":[],"style":"normal"},{"_key":"9945fca714e6","_type":"block","children":[{"_key":"c1369d6c669c","_type":"span","marks":[],"text":"🎯 Define Your Objectives"}],"markDefs":[],"style":"h3"},{"_key":"e9d35332c8ff","_type":"block","children":[{"_key":"e7cebee6edd0","_type":"span","marks":[],"text":"Before opening any kind of community channel, you’re probably asking yourself, “What am I opening this channel for?” Based on our experience and that of our customers, we typically see three common answers to this question: 1/ foster relationships between members, 2/ enable one-to-many communications, or 3/ build a content library / support resource. There is no one-size-fits-all approach—different channels are best suited to achieve different objectives."}],"markDefs":[],"style":"normal"},{"_key":"4a7fa72bdb2a","_type":"block","children":[{"_key":"91ee21aead7c","_type":"span","marks":[],"text":"Foster relationships between members"}],"markDefs":[],"style":"h4"},{"_key":"a76e7fbd0980","_type":"block","children":[{"_key":"8ed5ab09a6c20","_type":"span","marks":[],"text":"You’re looking for a space for your members to connect with one another through common interests, knowledge sharing, and a celebration of others’ work, contributions, and achievements. You want to facilitate conversations and to give members a more casual, ephemeral way to connect everyday. If this checks the box, you should consider a chat platform like Slack and Discord."}],"markDefs":[],"style":"normal"},{"_key":"861768b79d8f","_type":"block","children":[{"_key":"83ffc29c5c4a","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"markDefs":[],"style":"h4"},{"_key":"58ef8114103d","_type":"block","children":[{"_key":"07569a6029520","_type":"span","marks":[],"text":"You want to broadcast in a one-to-many fashion to ensure your voice has the broadest reach possible. You also want the ability to amplify others’ messages and content that aligns with your company values or mission. Consider social networking platforms such as Twitter, LinkedIn, and Facebook to achieve this kind of communication."}],"markDefs":[],"style":"normal"},{"_key":"65b0cd13888c","_type":"block","children":[{"_key":"78daa9f29a1f","_type":"span","marks":[],"text":"Build a content library / support resource"}],"markDefs":[],"style":"h4"},{"_key":"3a2113d501e3","_type":"block","children":[{"_key":"2b61b554f45b0","_type":"span","marks":[],"text":"You want a space to help troubleshoot customer problems and resolve support tickets. Instead of a feed to scroll through, you want to offer technical resources and how-to guides in a searchable database that can also be permalinked. For these needs, you’re going to want to look at forums-types platforms like Discourse, GitHub Discussions, and inSided."}],"markDefs":[],"style":"normal"},{"_key":"9da823da14f9","_type":"block","children":[{"_key":"1a4a011b50a2","_type":"span","marks":[],"text":"🎛️ Select Your Engagement Dynamics"}],"markDefs":[],"style":"h3"},{"_key":"173816b8d378","_type":"block","children":[{"_key":"6341f38453c20","_type":"span","marks":[],"text":"An additional consideration to layer onto your channel decision is what we broadly call engagement dynamics, or how members will (or are expected to) interact with each other within the community. These usually manifest themselves in two forms: 1/ identity (visibility vs. anonymity) and 2/ messaging approach (synchronous vs. asynchronous). Think of each of these as a spectrum rather than a binary response (e.g., chat platforms lend themselves to both synchronous, real-time conversations as well as asynchronous threads)."}],"markDefs":[],"style":"normal"},{"_key":"417879ffd07c","_type":"block","children":[{"_key":"8e1914cde71b","_type":"span","marks":[],"text":"Identity: visibility vs. anonymity"}],"markDefs":[],"style":"h4"},{"_key":"facae2eb186c","_type":"block","children":[{"_key":"8a027cd6c7e00","_type":"span","marks":[],"text":"The mechanics of some channels, including LinkedIn, Facebook, and Slack, are such that the information in your profile is quite public. This helps enable everyone to get a sense of who they're engaging with. Others, such as Discord, Reddit, and YouTube, allow for and often have anonymous usernames, typically in honor of data privacy. Where you fall on this spectrum will dictate the short list of channels you can choose from. 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If you’re looking to rally your community first and foremost around sharing resources and troubleshooting issues in a more asynchronous fashion, with less of an emphasis on their public identity, we’d recommend channels such as Discourse or GitHub Discussions."}],"markDefs":[],"style":"normal"},{"_key":"901f1d2ea88f","_type":"block","children":[{"_key":"06be774ed621","_type":"span","marks":[],"text":"Hopefully this post has made it a little easier for you to decide on which community channel to open. Feel free to at-mention us on "},{"_key":"5dc29417959d","_type":"span","marks":["1f5c6dcd0da6"],"text":"Twitter"},{"_key":"639fa621c660","_type":"span","marks":[],"text":" to let us know which channel you chose. We also encourage you to "},{"_key":"7d0e64a77921","_type":"span","marks":["c9dc0fa936d5"],"text":"join Uncommon"},{"_key":"344fc64296ce","_type":"span","marks":[],"text":" to get updates about what's happening across the community space, including open job roles, interviews with experts, and a breezy monthly newsletter."}],"markDefs":[{"_key":"1f5c6dcd0da6","_type":"link","href":"https://twitter.com/CommonRoomHQ"},{"_key":"c9dc0fa936d5","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"categories":[{"_key":"7d8132f4dd1b","_ref":"5793e7d1-0516-48d9-a00d-cfbc05f1084d","_type":"reference"},{"_key":"22604f3aaa74","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"5208b10a737e","_ref":"1da98b8c-b91d-4993-8966-702014334dfc","_type":"reference"},{"_key":"214a964c48f4","_ref":"a2e0ebc4-9fbf-4316-bc12-f4a458c3782d","_type":"reference"},{"_key":"25044dbfcc4e","_ref":"2942ebd3-0be6-44cf-afe8-1ce09a18f2c8","_type":"reference"},{"_key":"0c6e8318cf66","_ref":"acebef1a-78bc-489a-b970-1760f1c33d34","_type":"reference"}],"excerpt":[{"_key":"d556e9184ea4","_type":"block","children":[{"_key":"87e2e7728493","_type":"span","marks":[],"text":"We've created this how-to guide to help you select the right community channel for your needs using our evaluation 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This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. 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To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"2fa21a11-b884-456d-a2c4-cd3204859e74","_type":"playbook","_rev":"4aLCE978rQhgvNk8aZaJ3V","_createdAt":"2023-03-30T23:02:28Z","_updatedAt":"2024-09-12T19:23:15Z","body":[{"_key":"8606d4891df4","_type":"anchor","label":"Overview"},{"_key":"5d7673650cce","_type":"block","children":[{"_key":"1b8c932f7068","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"d37fa4eea9ba","_type":"block","children":[{"_key":"73e58a59da29","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about intent data these days. What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". After a few minutes, activity from Slack will begin to populate in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"d05ad8819c11","_type":"block","children":[{"_key":"a1d5623cd1780","_type":"span","marks":[],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"ee681fb4132a","_type":"block","children":[{"_key":"23ae243e830b0","_type":"span","marks":[],"text":"Now, we’ll follow a similar pattern to connect our other sources. Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. From here you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ae202f6dec09","_type":"mainImage","asset":{"_ref":"image-d161b448abb1d182c3fc7a461bc9108253750848-2006x1038-png","_type":"reference"},"caption":"Authenticate your community GitHub and select repos"},{"_key":"6ceb95ed42d1","_type":"block","children":[{"_key":"75c7e9e1a75f0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from the repositories you’ve chosen."}],"markDefs":[],"style":"normal"},{"_key":"21a8e949976b","_type":"anchor","label":"Step 2: Let the buyer intent data flow"},{"_key":"e9df601da6c4","_type":"block","children":[{"_key":"bcbf4760b31d0","_type":"span","marks":[],"text":"Step 2: Let the buyer intent data flow"}],"markDefs":[],"style":"h3"},{"_key":"55ca41183a5a","_type":"block","children":[{"_key":"075de60a62bb0","_type":"span","marks":[],"text":"After connecting our other relevant sources (Discourse, LinkedIn, Twitter, etc.), Common Room will import data into your workspace following the docs "},{"_key":"d0d9ccea05ec","_type":"span","marks":["538121eb0b6b"],"text":"outlined here"},{"_key":"9b85e171be95","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"538121eb0b6b","_type":"link","href":"https://docs.commonroom.io/get-started/integrations"}],"style":"normal"},{"_key":"3cc5d3541c91","_type":"block","children":[{"_key":"db7f4c579d0a0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"db7f4c579d0a1","_type":"span","marks":[],"text":" Importing data may take some time, depending on the source and volume of activity you're bringing into Common Room)."}],"markDefs":[],"style":"callout"},{"_key":"b3d3cfec4645","_type":"block","children":[{"_key":"8598500b7e170","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"fe54afd6be34","_type":"span","marks":["strong"],"text":"Members"},{"_key":"af22e9643422","_type":"span","marks":[],"text":" menu item, and you’ll see members from across your various connected sources begin to roll in."}],"markDefs":[],"style":"normal"},{"_key":"def6897dcf8e","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active members in Common Room"},{"_key":"13f670d309f8","_type":"block","children":[{"_key":"be0dbfc4ec770","_type":"span","marks":[],"text":"By default, you’ll notice that Common Room will surface rich data points like "},{"_key":"2196e7b078bc","_type":"span","marks":["strong"],"text":"Impact Points"},{"_key":"b4fe6c9f6cc1","_type":"span","marks":[],"text":", "},{"_key":"c8bc2e93c886","_type":"span","marks":["strong"],"text":"Activity Count"},{"_key":"02873c89b2e2","_type":"span","marks":[],"text":", "},{"_key":"2ef008eba22d","_type":"span","marks":["strong"],"text":"Profiles"},{"_key":"b1f7d253ab25","_type":"span","marks":[],"text":", and other useful tidbits. Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). We won't be using the status functionality for this specific segment, so we can now click "},{"_key":"33a0832b7435","_type":"span","marks":["strong"],"text":"Create segment"},{"_key":"7e7ab7f90354","_type":"span","marks":[],"text":" at the bottom-right corner of the screen."}],"markDefs":[],"style":"normal"},{"_key":"e1b46d849a94","_type":"mainImage","asset":{"_ref":"image-55da9d405f88aa539406bf38b78023b2def63cc6-2004x784-png","_type":"reference"},"caption":"Create and name a new segment"},{"_key":"fe8faf99e54a","_type":"block","children":[{"_key":"9b75b3e9c3580","_type":"span","marks":[],"text":"Now that we've created our Segment, we can define parameters for adding / removing members. "}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. And we can do that by typing in their names in the search bar and then hitting "},{"_key":"55c29ada0c27","_type":"span","marks":["strong"],"text":"Share"},{"_key":"c30c4a511083","_type":"span","marks":[],"text":" at the bottom right."}],"markDefs":[],"style":"normal"},{"_key":"4ecc0eee0d14","_type":"mainImage","asset":{"_ref":"image-442e5bbdceec08f1d66fe856ec7b5634566697ce-2932x1832-png","_type":"reference"}},{"_key":"d9840a09fce0","_type":"block","children":[{"_key":"d033f94163910","_type":"span","marks":[],"text":"Boom! That's it. Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"f7e1cd7d-4231-497e-812f-4589009a0bad","_type":"playbook","_rev":"WOPW25iMagSfL12hwtXQwz","_createdAt":"2023-03-29T00:41:12Z","_updatedAt":"2024-09-11T17:52:17Z","body":[{"_key":"27f00e5e8d33","_type":"anchor","label":"Overview"},{"_key":"8a8d5e92d2a1","_type":"block","children":[{"_key":"6d647cdcfc2c","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"053522fe000e","_type":"block","children":[{"_key":"48aaf136407b0","_type":"span","marks":[],"text":"Defining and tracking your community funnel is a challenging task."}],"markDefs":[],"style":"normal"},{"_key":"8372d1281a49","_type":"block","children":[{"_key":"69e1a01e79450","_type":"span","marks":[],"text":"First, you must develop a framework to define your funnel — e.g., the stages from entirely unaware for community champion or advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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We’ll show you how to identify contributions from high-profile accounts, who is behind those accounts, and how to create views to triage issues or prioritize responses."}],"markDefs":[],"style":"normal"},{"_key":"c1ec77292a5b","_type":"block","children":[{"_key":"47832cfa837b0","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"40fde0ccf149","_type":"block","children":[{"_key":"764a8bcb5a11","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest activity from GitHub ("},{"_key":"47832cfa837b1","_type":"span","marks":["5f76e4466da0"],"text":"Sign-up for free"},{"_key":"47832cfa837b2","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"5f76e4466da0","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e2b0821d3cfd","_type":"block","children":[{"_key":"2b0f24e9e862","_type":"span","marks":[],"text":"Admin access to your GitHub repo "}],"markDefs":[],"style":"callout"},{"_key":"1ccd583e5bb5","_type":"anchor","label":"Step 1: Connect GitHub repo"},{"_key":"44c999b4aea2","_type":"block","children":[{"_key":"9731d203c39d0","_type":"span","marks":[],"text":"Step 1: Connect to your GitHub repo"}],"markDefs":[],"style":"h3"},{"_key":"1c3a6c2dd402","_type":"block","children":[{"_key":"a9b9da63b9d50","_type":"span","marks":[],"text":"Our first step is to connect your repo to Common Room. 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This is what we were looking for — our top recently active contributors. We can select all members from here and add them to a new segment."}],"markDefs":[],"style":"normal"},{"_key":"eff8c1781c5d","_type":"mainImage","asset":{"_ref":"image-fc067fd748d27afe938ebe94bc9b20aab3171638-742x464-png","_type":"reference"},"caption":"Add selected members to a new segment"},{"_key":"babd402a2549","_type":"block","children":[{"_key":"527ffe3b2ba20","_type":"span","marks":[],"text":"Let’s follow a similar pattern to create a different segment for high-profile GitHub active members in our repo. 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From here, we can click on the "},{"_key":"4d92f2f98c6a","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"8ac78d33e580","_type":"span","marks":[],"text":" tab and set criteria to auto-add/remove members to/from our segment."}],"markDefs":[],"style":"normal"},{"_key":"f35e496f512a","_type":"block","children":[{"_key":"ac59c63484080","_type":"span","marks":[],"text":"We can match the same criteria for the view we used above — 1 commit merged in the last 28 days — and click "},{"_key":"c31e13e7fcff","_type":"span","marks":["strong"],"text":"Save"},{"_key":"39e6e8648639","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"323087a59db5","_type":"mainImage","asset":{"_ref":"image-583834f037a085ac73db797528a6e3fe595be7fd-2932x1832-png","_type":"reference"},"caption":"Auto-add/remove members from the \"Member management\" tab"},{"_key":"4ac6b0f5c2f7","_type":"block","children":[{"_key":"437fb0ffecdc0","_type":"span","marks":[],"text":"From here, check this segment regularly to take action when new members are added. 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How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. 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We can now rinse and repeat to ingest data from other first-party sources. 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We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. 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We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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Once that is set up, we’ll begin importing all of your course, lesson, and user information into Common Room. After the import is complete, you’ll be able to view and manage which community members are most engaged with your courses, which members may need a nudge to complete a course, and how course activity maps to your other key metrics."}],"markDefs":[],"style":"normal"},{"_key":"ad1233273056","_type":"block","children":[{"_key":"ce367cf653a40","_type":"span","marks":["strong"],"text":"Get started"}],"markDefs":[],"style":"h3"},{"_key":"6856db92d7fc","_type":"block","children":[{"_key":"461e5721bb850","_type":"span","marks":[],"text":"Reddit is free for all users—"},{"_key":"461e5721bb851","_type":"span","marks":["c26c341cd4fb"],"text":"sign in"},{"_key":"461e5721bb852","_type":"span","marks":[],"text":" or "},{"_key":"461e5721bb853","_type":"span","marks":["624c2f467d77"],"text":"sign up for free"},{"_key":"461e5721bb854","_type":"span","marks":[],"text":" to get started today. Skilljar is reserved for customers on our paid plans; "},{"_key":"461e5721bb855","_type":"span","marks":["4486896e7afb"],"text":"contact us"},{"_key":"461e5721bb856","_type":"span","marks":[],"text":" to learn more. To get product help, send us feedback, or share insights with 1,000+ community leaders, "},{"_key":"461e5721bb857","_type":"span","marks":["3a3014db743a"],"text":"join our Uncommon community Slack"},{"_key":"461e5721bb858","_type":"span","marks":[],"text":". We hope these tools help you on your community journey. Onward!"}],"markDefs":[{"_key":"c26c341cd4fb","_type":"link","href":"http://app.commonroom.io/"},{"_key":"624c2f467d77","_type":"link","href":"https://www.commonroom.io/signup/"},{"_key":"4486896e7afb","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"3a3014db743a","_type":"link","href":"https://commonroom.io/join-slack"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d0e761744b264704c623b0edb9bfe6fc6429a654-2400x1260-png","_type":"reference"}},"categories":[{"_key":"6bf624f257f7","_ref":"086bd107-8028-4911-8060-ba5a88f93d5a","_type":"reference"},{"_key":"98e37380e036","_ref":"83eadc53-9133-46a5-9be4-dce52fc1e2fb","_type":"reference"},{"_key":"a2e3da8ca171","_ref":"acebef1a-78bc-489a-b970-1760f1c33d34","_type":"reference"}],"excerpt":[{"_key":"883e25d5d7be","_type":"block","children":[{"_key":"035476e7be8e0","_type":"span","marks":[],"text":"At Common Room, we strive to provide you with high-quality, native integrations that allow you to better understand and engage with your community. Today, we’re happy to share our latest integrations, Reddit and Skilljar, with you."}],"markDefs":[],"style":"normal"}],"mainImage":{"_type":"mainImage","alt":"New release: New integrations: Connect Reddit and Skilljar today","asset":{"_ref":"image-2cc9f2038cda3fb6f37ef886ec65784f251783f5-2400x1260-png","_type":"reference"}},"publishedAt":"2022-09-21T16:00:00.000Z","slug":{"_type":"slug","current":"new-integrations-connect-reddit-and-skilljar-today"},"status":"published","title":"New integrations: Connect Reddit and Skilljar today","id":"-ca672e7b-7af2-527e-9687-eba7d475c9d9","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"new-integrations-connect-reddit-and-skilljar-today","_type":"slug"},"isPublished":true,"publishedAt":"2022-09-21T16:00:00.000Z","status":"published","categories":[{"_id":"086bd107-8028-4911-8060-ba5a88f93d5a"},{"_id":"83eadc53-9133-46a5-9be4-dce52fc1e2fb"},{"_id":"acebef1a-78bc-489a-b970-1760f1c33d34"}]}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? 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(We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. 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How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. 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This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. 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Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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community"}],"body":[{"_key":"ac62dd30fbc0","_type":"block","children":[{"_key":"4dbc012aec040","_type":"span","marks":[],"text":"By integrating with Medium, you can see all of your community-led content in a single source of truth."}],"markDefs":[],"style":"normal"},{"_key":"cea1a4d535a9","_type":"block","children":[{"_key":"4ff99c04ef6e0","_type":"span","marks":[],"text":"This makes it easier than ever to amplify your community authors, share their work, and report on trends in community-generated content."}],"markDefs":[],"style":"normal"},{"_key":"ff8a9ab04ad5","_type":"block","children":[{"_key":"8fb5be318c360","_type":"span","marks":[],"text":"Using Common Room"}],"markDefs":[],"style":"h4"},{"_key":"0c7f3d56e63d","_type":"block","children":[{"_key":"3a327e8737bb0","_type":"span","marks":[],"text":"Once you’ve connected Medium, you can use Common Room’s intelligent features to unlock powerful insights and understand which topics your community cares about."}],"markDefs":[],"style":"normal"},{"_key":"5f7d5845f7e9","_type":"block","children":[{"_key":"82659c0748d80","_type":"span","marks":["strong"],"text":"See what your members are talking about with topics:"},{"_key":"71a6b674e926","_type":"span","marks":[],"text":" Topics are intelligently detected using AI-powered natural language processing and allow you to easily see what your community is talking about, how they feel about it, and which topics are trending over time."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bcd077d8f667","_type":"block","children":[{"_key":"1428d6568de50","_type":"span","marks":["strong"],"text":"Find, nurture, and reward your superfans:"},{"_key":"fb80789f2739","_type":"span","marks":[],"text":" Impact points provide a data-driven way to find your most impactful members. 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Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"47d4fedf-6e58-4b80-82bc-a5fc823f5b01","_type":"post","_rev":"9gJo23WwNt7SnoOIfMJpAi","_createdAt":"2022-07-05T16:59:31Z","_updatedAt":"2022-07-07T18:04:56Z","authors":[{"_key":"6eb440df2529","_type":"authorReference","author":{"_ref":"1b1c7451-c976-48fd-b416-73bf5a356f10","_type":"reference"}}],"body":[{"_key":"08c836250a0e","_type":"block","children":[{"_key":"a225f9bfa8ea","_type":"span","marks":[],"text":"As hosts of Common Room’s "},{"_key":"24cd5e8d93ad","_type":"span","marks":["1841040f989a"],"text":"Uncommon community"},{"_key":"cd1b840277b1","_type":"span","marks":[],"text":", we hear it all the time. Our community members’ organizations support the idea of community, but their company leaders need help understanding community and its impact. How much does investing in community efforts, and a community team, actually help the business? How should a company prioritize community investment when they look at their finite amount of resources and their seemingly infinite number of priorities?\n\nIntrinsically, community managers want to scale their communities’ impact to show just how valuable their communities are. And community leaders - Heads of Community, Directors of Community, VPs of Community - want to empower the business across all organizational functions. \n\nBuilding internal advocacy and increasing cross-functional understanding of the power of community, all the way up to the C-suite, is a vital part of their role. Working in tandem, these two community roles can achieve both of their missions: Scaling their community "},{"_key":"76ed39026df1","_type":"span","marks":["em"],"text":"and"},{"_key":"3a6dff301f8d","_type":"span","marks":[],"text":" empowering the business, all supported by intelligent insights and data.\n\nWhen we "},{"_key":"c72c7f54eb1a","_type":"span","marks":["2915b659a072"],"text":"interviewed Evan Hamilton"},{"_key":"fea504ae26de","_type":"span","marks":[],"text":" (formerly Director of Community and Customer Experience at Reddit and now Director of Community at HubSpot), he talked about what "},{"_key":"21dadc1e74a9","_type":"span","marks":["04bde8ef0b1b"],"text":"empathy"},{"_key":"012a7d3d63e2","_type":"span","marks":[],"text":" means to him, especially when it comes to building internal advocacy. To Evan, empathy, in an organizational context, revolves around understanding the needs of his stakeholders in order to position the community’s value as it relates to the value they are tasked with bringing to the organization in their specific role and function. \n\nThere are various ways to exercise this empathy and bring people along with you - Joshua Zerkel, Head of Global Engagement Marketing at Asana, does this through "},{"_key":"c8aa0bc250b0","_type":"span","marks":["4945ba8cf023"],"text":"internal roadshows"},{"_key":"b6633e00ff24","_type":"span","marks":[],"text":". His take: Demonstrate how community work aligns to stakeholder goals and results in function-specific outcomes, and you’ll earn a forever-ally for continued investment in community."}],"markDefs":[{"_key":"1841040f989a","_type":"link","href":"https://www.commonroom.io/uncommon/"},{"_key":"04bde8ef0b1b","_type":"link","href":"https://www.commonroom.io/blog/the-importance-of-empathy/"},{"_key":"2915b659a072","_type":"link","href":"https://www.commonroom.io/blog/uncommon-conversations-evan-hamilton-reddit/"},{"_key":"4945ba8cf023","_type":"link","href":"https://www.commonroom.io/blog/Joshua-Zerkel-Asana-Uncommon-Conversation-Common-Room/"}],"style":"normal"},{"_key":"85900b825546","_type":"block","children":[{"_key":"594c778e912d","_type":"span","marks":[],"text":"Bring your organization closer to your community"}],"markDefs":[],"style":"h3"},{"_key":"0ee1d68c3bc5","_type":"block","children":[{"_key":"52937662b3da","_type":"span","marks":[],"text":"Historically, the question community managers and leaders have been asking has been a little unfinished. We’ve asked, “How do I prove the value of my community?” when instead we should add a few more qualifying words: “How do I prove the value of my community "},{"_key":"31453bbd6388","_type":"span","marks":["em"],"text":"as it relates to"},{"_key":"edd6c9667c0a","_type":"span","marks":[],"text":" different stakeholders in my organization?”\n\nEvery stakeholder sees the business through a "},{"_key":"0903abc1bbb7","_type":"span","marks":["4a0b34baf376"],"text":"function-specific lens"},{"_key":"14d6efbc79bf","_type":"span","marks":[],"text":". It’s when you can speak the language of those individual stakeholders with their individual missions - when you can demonstrate not just how community matters, but how community matters to "},{"_key":"ded552dacb2d","_type":"span","marks":["em"],"text":"them"},{"_key":"90d1faa44623","_type":"span","marks":[],"text":" - that you can bring your entire organization closer to your community and enable the user-led flywheels that strengthen your company across every function and empower your business.\n\nBringing your entire organization closer to your community benefits everyone. Literally everyone. It helps your internal teams find and amplify champions, build user-centric roadmaps, nurture new voices, identify where customers and community members need help, quickly understand the overall health of their community corpus, and generally ship products and experiences more people love, more quickly. \n\nMost importantly, it helps your community members access the information they need to succeed, feel valued in the process, and help shape the future of the product they use, and it gives them useful insights to share with their own networks."}],"markDefs":[{"_key":"4a0b34baf376","_type":"link","href":"https://www.commonroom.io/blog/end-to-end-community-attribution-revenue/"}],"style":"normal"},{"_key":"d6593522c736","_type":"block","children":[{"_key":"73897286af03","_type":"span","marks":[],"text":"The stakeholder, the goal, the how"}],"markDefs":[],"style":"h3"},{"_key":"982b0039656c","_type":"block","children":[{"_key":"85415faabd6d","_type":"span","marks":[],"text":"So how do you speak the language of an organization’s core functions? How does community matter to them and help them achieve their specific goals? Community teams are like an organization’s quarterback (we talk more about that "},{"_key":"9484b6d603fc","_type":"span","marks":["49131d91f5c2"],"text":"here"},{"_key":"eef462c19ccb","_type":"span","marks":[],"text":" and Holly Firestone, VP of Community at Venafi, created "},{"_key":"59a6e57056db","_type":"span","marks":["6ed019824138"],"text":"this great graphic"},{"_key":"e2f09e8aec61","_type":"span","marks":[],"text":" about how community serves as the center of excellence for achieving an organization's ROI goals)."}],"markDefs":[{"_key":"49131d91f5c2","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/"},{"_key":"6ed019824138","_type":"link","href":"https://pbs.twimg.com/media/Et-N7zOXMAkeA-x.jpg"}],"style":"normal"},{"_key":"b52802d7bd06","_type":"block","children":[{"_key":"f78290f053230","_type":"span","marks":[],"text":"Community teams can and should be involved in nearly every play because their constituents, external community members and customers, are their organization’s reason for existence. We’ll highlight a few of a community team’s closest cross-functional collaborators and stakeholders, why community matters to them, and how our customers use Common Room to speak their stakeholders’ language and help drive impact across each organizational function."}],"markDefs":[],"style":"normal"},{"_key":"dc7f8615eadd","_type":"block","children":[{"_key":"b5d1b0dcd4660","_type":"span","marks":[],"text":"Alright! Let’s do this."}],"markDefs":[],"style":"normal"},{"_key":"f81dc9f86f16","_type":"block","children":[{"_key":"0286e2ef4b69","_type":"span","marks":["strong"],"text":"Marketing"}],"markDefs":[],"style":"h3"},{"_key":"a0dcfa72e00f","_type":"block","children":[{"_key":"a8a5d2067630","_type":"span","marks":[],"text":"Marketing teams want to increase awareness and distribution of their products and services through clear messaging, relationship building, word of mouth, and NPS (soon to be CPS, Community Promoter Scores). The more people who know about their products and understand the value they offer, the happier marketing teams are. \n\nWhy does community matter to marketing? Because marketing teams love to find and elevate product champions who spread awareness and enthusiasm for products and services across their own interconnected networks, amplify new and emerging voices who will lead the next generation of product users, deliver impactful and memorable events that generate revisitable and educational content for quarters-long campaigns, and turn the crank of those ever-important user-led flywheels. \n\nCommunity efforts empower all of these goals, and a robust intelligent community growth platform provides the mechanisms for building, executing, and reporting on a community’s positive effect on a marketing team’s mission."}],"markDefs":[],"style":"normal"},{"_key":"2473da4b26fa","_type":"block","children":[{"_key":"536524d14520","_type":"span","marks":[],"text":"How marketing teams demonstrate community impact with Common Room"}],"markDefs":[],"style":"h4"},{"_key":"faf85c3f1c6e","_type":"block","children":[{"_key":"1eda8dfb3d2a","_type":"span","marks":[],"text":"With Common Room, marketing teams achieve this today using features like auto-generated Influencer and Contributor member tags, notifications, segments, automations, and content attached filters that surface every member creating content about their products and services across the "},{"_key":"51761eea8141","_type":"span","marks":["d5e4b4475ec5"],"text":"20+ community sources"},{"_key":"5267cf5628a6","_type":"span","marks":[],"text":" where those members interact. "},{"_key":"ebcf6bf8a915","_type":"span","marks":["e9f5b01250fa"],"text":"Customers"},{"_key":"602afbbb1783","_type":"span","marks":[],"text":" like "},{"_key":"dd084fe758eb","_type":"span","marks":["03d3ce38a576"],"text":"Confluent"},{"_key":"269a01d1a028","_type":"span","marks":[],"text":" have used Common Room to identify and invite new and emerging community voices to speak at community events and conferences, and "},{"_key":"467a771aae1b","_type":"span","marks":["231da9848d5b"],"text":"Imply"},{"_key":"11a146eb36ce","_type":"span","marks":[],"text":" used Common Room to help seed and grow more than 300 community events last year. \n\nMarketing teams can also understand the complete user journey—by connecting their data warehouses and CRM tools like Snowflake and Salesforce, they can better understand the relationship between community membership, product usage, and account size. Spoiler alert: Users who are community members are aggregately happier and longer-lasting customers."}],"markDefs":[{"_key":"d5e4b4475ec5","_type":"link","href":"https://www.commonroom.io/integrations"},{"_key":"231da9848d5b","_type":"link","href":"https://www.commonroom.io/blog/imply-four-tips-for-building-a-stronger-community-events-program/"},{"_key":"03d3ce38a576","_type":"link","href":"https://www.commonroom.io/blog/ale-murray-confluent-uncommon-conversation/"},{"_key":"e9f5b01250fa","_type":"link","href":"https://www.commonroom.io/customers"}],"style":"normal"},{"_key":"4a27d8b0bc9a","_type":"block","children":[{"_key":"d810c74f0f42","_type":"span","marks":["strong"],"text":"Product & Engineering"}],"markDefs":[],"style":"h3"},{"_key":"670e6811978f","_type":"block","children":[{"_key":"383885cc9826","_type":"span","marks":[],"text":"Product and engineering teams want to scope, design, and build products users love based on user-centric roadmaps. \n\nWhy does community matter to product and engineering teams? Because community members are clearly invested in what the product and engineering teams create. Community members are highly likely to be in one of two groups: one group that’s evaluating your product, asking questions about features that are important to their goals, and getting a feel for what it’s like to interact with your team(s), and another group that consists of current and active product users who are highly likely to hold nuanced, informed opinions about what works best, which features would be most helpful to be built next, and where bugs live. \n\nNurturing and deepening community relationships enables internal product and engineering teams to more quickly deliver products and features that users - both present and future - love. Being close to the community enables quick and iterative user research sessions, roadmap validation, and bug triaging."}],"markDefs":[],"style":"normal"},{"_key":"f88c61bb0bb6","_type":"block","children":[{"_key":"0256e6cadfff","_type":"span","marks":[],"text":"How product & engineering teams demonstrate community impact with Common Room"}],"markDefs":[],"style":"h4"},{"_key":"2b03bbefff9a","_type":"block","children":[{"_key":"d0f7667577d9","_type":"span","marks":[],"text":"With Common Room, product and engineering teams are able to quickly triage user issues through intelligent, real-time auto-categorization of topics like product complaints, bugs/issues, and feature requests. They can also get immediate insights into what’s trending across product users through real-time sentiment analysis, powerful filters for things like programming language, location, and role, and whether or not posts have been replied to. Product and engineering teams can set up team alerts so that anytime someone posts, say, a bug/issue or a product complaint, the right internal teams will be notified immediately via Slack and they can start the resolution process right away. In short, community members "},{"_key":"72d9751db61c","_type":"span","marks":["strong"],"text":"know"},{"_key":"f1621f97934e","_type":"span","marks":[],"text":" they are being heard by the people building products for them. \n\nFor product and engineering teams, the ability to be closer to the community counts for far more than retroactive purposes—it offers a way for community members to proactively shape the product by getting involved in roadmap conversations earlier. Product and engineering teams use Common Room’s segments to organize, track, and manage cohorts of community members, like beta tester groups and product user groups across different stages and depth of product usage, for feedback on early stage product additions, user research sessions, product ideation sessions, and roadmap validation sessions."}],"markDefs":[],"style":"normal"},{"_key":"460b37a19912","_type":"block","children":[{"_key":"ab1b0189d05d","_type":"span","marks":["strong"],"text":"Revenue, growth, and sales"}],"markDefs":[],"style":"h3"},{"_key":"27c96e391c71","_type":"block","children":[{"_key":"c945abf838a5","_type":"span","marks":[],"text":"Revenue, growth, and sales teams want to uncover and identify organizations who would get value from their products and services. More than that, they want to understand both who the builders and who the buyers are in those organizations, so they can start conversations with the right level of context for the right people. \n\nWhy does community matter to revenue, growth, and sales teams? Because those teams want to understand how organizations and the member roles within them are interacting in their community - what they’re asking, how they’ve been connected with in the past, how many members belong to an organization and in what capacity - and they want to uncover any macro trends across their leads and target accounts so they can have more informed, meaningful, relevant conversations.\n\nToo often, revenue, growth, and sales can be seen as antagonistic to community, but they shouldn’t be. When done in service of and in step with the community, revenue and growth is an indicator that the organization is building the right thing for and informed by its community. Increasing revenue and growth should be seen as an indicator that users find *value* in an organization’s products and services, and that they feel heard when they need support or have feedback about those products and services. \n\nIncreasing revenue and sales numbers, especially when anchored to a happy, healthy, growing community, also speaks a language (a revenue, bottom-line language) that resonates with stakeholders across the organization and helps community teams secure continued investment in their community members and programs."}],"markDefs":[],"style":"normal"},{"_key":"d5bc7b30a8b9","_type":"block","children":[{"_key":"45f8bc9bbb93","_type":"span","marks":[],"text":"How revenue & growth teams demonstrate community impact with Common Room"}],"markDefs":[],"style":"h4"},{"_key":"a280a46deb6d","_type":"block","children":[{"_key":"baca17be9be3","_type":"span","marks":[],"text":"Revenue and growth teams use Common Room to quickly see which organizations have joined the community, who works in those organizations and what their roles are, who the first person was to join from that organization (we call that special, singular person the organization’s Pioneer - they’re often a strong first internal connection and are integral to evangelizing and growing product usage across projects, teams, and functions), who an organization’s most active community member is, which organizations are growing the fastest in terms of employees who are joining the community, and all of the context around an organization’s sentiment and activity within the community. \n\nRevenue and growth teams can set up and customize alerts and notifications to stay on top of the organizations joining their community and when they have conversations with individual community members that belong to that organization, they can leave team notes to make it easy to capture important details and collaborate with community, marketing, and other partner teams.\n\nFinally, we’ve seen that community both contributes to new business and accelerates business outcomes. One of our customers found that 72% of deals that began in community closed within 90 days. For sales and marketing-led deals - those where the member did not join the community first - only 42% of deals closed within 90 days. That fact is music to revenue and growth teams. There’s a number of convincing stats to prove community ROI - read more about them in "},{"_key":"e2147ad8f78e","_type":"span","marks":["cb1f5b7aefe9"],"text":"this post"},{"_key":"dbc07c57be38","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"cb1f5b7aefe9","_type":"link","href":"https://www.commonroom.io/blog/prove-roi-scale-community-impact-and-empower-the-business/"}],"style":"normal"},{"_key":"2d4cdfe9e6dd","_type":"block","children":[{"_key":"351be15829de","_type":"span","marks":["strong"],"text":"Success"}],"markDefs":[],"style":"h3"},{"_key":"5f63fd4b5c93","_type":"block","children":[{"_key":"aea1fbaef3b6","_type":"span","marks":[],"text":"Success teams, well, it’s in the name. They want to quickly understand what will make their customers most successful with their product—they want to know what their customers’ goals are and how their product can help them get there. They want to understand where customers get stuck, what they’re trying to solve using their product, where they need more guidance or education, and what they’re loving about the product and why. \n\nWhy does community matter to success teams? Because success teams make it their mission to empower every customer with the tools they need to succeed, and answering one customer’s question in the community helps countless other folks who may have the same question or challenge but hadn’t asked it or solved it yet."}],"markDefs":[],"style":"normal"},{"_key":"b5bba11846b8","_type":"block","children":[{"_key":"1c9fd85cded5","_type":"span","marks":[],"text":"How success teams demonstrate community impact with Common Room"}],"markDefs":[],"style":"h4"},{"_key":"bcc6f9380cf7","_type":"block","children":[{"_key":"cc6125228ceb","_type":"span","marks":[],"text":"With Common Room, success teams can quickly get context into a customer’s experience through their interactions across 20+ community integrations, including inSided and Intercom. Across all of their connected community integrations, they can easily identify any member who asked a product question, posted a product complaint, or made a feature request using Common Room’s intelligent auto-category filters. They can also quickly see if a member has been replied to, and then can quickly pull in other teams by mentioning them in team notes. \n\nSuccess teams can keep a pulse on customer sentiment using our powerful sentiment analysis, create segments of member cohorts who have requested certain features or who need a similar kind of guidance, and they can trace the trajectory of their customers’ product usage and conversions, tied to their community experience, by connecting their data warehouses and CRM tools like Snowflake and Salesforce."}],"markDefs":[],"style":"normal"},{"_key":"a834107e4692","_type":"block","children":[{"_key":"d5b14a0332a1","_type":"span","marks":["strong"],"text":"Support"}],"markDefs":[],"style":"h3"},{"_key":"ffa9337e0901","_type":"block","children":[{"_key":"9b95031486cc","_type":"span","marks":[],"text":"Like community, support is a team sport. Support teams want to make sure that community members and product users have the answers they need to use the product as they intended to. \n\nWhy does community matter to support teams? Because support teams want to quickly understand the severity of a problem, respond as fast as possible, resolve issues, and do it all in a way that leads to satisfied customers and positive sentiment."}],"markDefs":[],"style":"normal"},{"_key":"b0ae7f72c284","_type":"block","children":[{"_key":"4a30c54835df","_type":"span","marks":[],"text":"How support teams demonstrate community impact with Common Room"}],"markDefs":[],"style":"h4"},{"_key":"c8c5d260d9c7","_type":"block","children":[{"_key":"3d42248922fc","_type":"span","marks":[],"text":"Support teams use Common Room to stay on top of account support needs, bugs/issues, and product complaints using Categories filters. They can quickly see which conversations are trending, who’s participating in them, what the general sentiment is, and whether or not issues have been replied to and resolved. \n\nThey can quickly pull other team members into conversations using team notes, and they can see which of their support team members are most active and familiar with specific members and accounts. Finally, support teams can set up team alerts and notifications to help them organize, manage, and track issues to resolution."}],"markDefs":[],"style":"normal"},{"_key":"f5ecb253920c","_type":"block","children":[{"_key":"46ca35f9315a0","_type":"span","marks":[],"text":"Together, we all rise"}],"markDefs":[],"style":"h3"},{"_key":"9e408a8dd49a","_type":"block","children":[{"_key":"d94e88047309","_type":"span","marks":[],"text":"Understanding the goals of each partner and stakeholder team helps community leaders speak their language, empathize with what they’re trying to achieve, demonstrate the importance of the community to the outcomes they’re looking to deliver, and build internal advocacy for deeper community investment. \n\nAs a community leader, not only do you serve as an organizational quarterback, connecting internal teams and external members, you can also empower your partner and stakeholder teams with direct insights into the most relevant aspects of community activity related to their work. You can enable them to get real-time alerts, notifications, and reports, insights into trending topics, questions, and issues, and details and context around impactful member contributions, organizational relationships, and product usage."}],"markDefs":[],"style":"normal"},{"_key":"577fa123d5b2","_type":"block","children":[{"_key":"dc3e9c23f5620","_type":"span","marks":[],"text":"Approaching each of your partner and stakeholder teams from the point-of-view that takes their everyday goals into account helps elevate the work of your community team, the community function as a whole and, most importantly, the outcomes and experiences of your community itself.\n\nTogether, we all rise.\n\n\n"},{"_key":"626e3d1cdd89","_type":"span","marks":["em"],"text":"You can get started with Common Room for free today. Want to read the ins and out first? "},{"_key":"c231a60ca5d3","_type":"span","marks":["em","6cd9b448e76c"],"text":"Peruse our user guide"},{"_key":"feb65c9ef894","_type":"span","marks":["em"],"text":" and check out "},{"_key":"0088f2854151","_type":"span","marks":["em","91c99fd6012a"],"text":"our roadmap plan"},{"_key":"5ee748c27957","_type":"span","marks":["em"],"text":". To connect with 1000+ community builders, join our "},{"_key":"e4512c164b08","_type":"span","marks":["em","73f0fe909913"],"text":"Uncommon community Slack"},{"_key":"b8e3525c9832","_type":"span","marks":["em"],"text":", "},{"_key":"2c982afb98a7","_type":"span","marks":["em","1902940a59a8"],"text":"subscribe to our newsletter"},{"_key":"b5d3da54cc2d","_type":"span","marks":["em"],"text":", or come to our "},{"_key":"c1fdf74c1eac","_type":"span","marks":["em","1c0d6a85670f"],"text":"free events"},{"_key":"7d44a22dc809","_type":"span","marks":["em"],"text":". Want to see how community leaders have proven their community ROI using Common Room? 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(We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"f7e1cd7d-4231-497e-812f-4589009a0bad","_type":"playbook","_rev":"WOPW25iMagSfL12hwtXQwz","_createdAt":"2023-03-29T00:41:12Z","_updatedAt":"2024-09-11T17:52:17Z","body":[{"_key":"27f00e5e8d33","_type":"anchor","label":"Overview"},{"_key":"8a8d5e92d2a1","_type":"block","children":[{"_key":"6d647cdcfc2c","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"053522fe000e","_type":"block","children":[{"_key":"48aaf136407b0","_type":"span","marks":[],"text":"Defining and tracking your community funnel is a challenging task."}],"markDefs":[],"style":"normal"},{"_key":"8372d1281a49","_type":"block","children":[{"_key":"69e1a01e79450","_type":"span","marks":[],"text":"First, you must develop a framework to define your funnel — e.g., the stages from entirely unaware for community champion or advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. These sources are often associated with the bottom of the funnel and managed/maintained by a community manager."}],"markDefs":[],"style":"normal"},{"_key":"f617f5e850c4","_type":"block","children":[{"_key":"fc582af3f73f0","_type":"span","marks":[],"text":"We can follow a similar flow for these sources as above, but this time we'll want to choose Slack and confirm we have the "},{"_key":"fc582af3f73f1","_type":"span","marks":["02f97285cb10"],"text":"required permissions"},{"_key":"fc582af3f73f2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"02f97285cb10","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/slack"}],"style":"normal"},{"_key":"e2f4f8efd213","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"668d457814c6","_type":"block","children":[{"_key":"24beed5ece800","_type":"span","marks":[],"text":"Once Slack is connected, we’ll soon start to see first-party data from your community Slack channel."}],"markDefs":[],"style":"normal"},{"_key":"138467cf5e18","_type":"block","children":[{"_key":"43378bafe61f0","_type":"span","marks":[],"text":"And that's it. We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"82bd54646309","_type":"block","children":[{"_key":"1801fb40b5a70","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as community members change stages."}],"markDefs":[],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d7bac90910576c111644a87106c376e67dc0e904-2400x1260-png","_type":"reference"}},"categories":[{"_key":"4a87fd6df6aa","_ref":"83eadc53-9133-46a5-9be4-dce52fc1e2fb","_type":"reference"}],"excerpt":[{"_key":"8609efcde474","_type":"block","children":[{"_key":"afadca40f2540","_type":"span","marks":[],"text":"Finally track your community funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"e4c393c0f8c6","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"f6120b760412","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"8e7f89f95ae7","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"4c7b6366f144","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"2836f2b9046a","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"bce65be1fa67","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-d428edf55cf534d18c29505d569bbeb9a2080398-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-community-observer-champion"},"status":"published","teams":["Community"],"title":"Map the stages of your community from observer to champion","useCases":[{"_key":"08c9cf15eb5c","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-801506c3-19a8-5df7-b90b-01cf90c761cf","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-community-observer-champion"},"status":"published","_createdAt":"2023-03-29T00:41:12Z","categories":[{"_id":"83eadc53-9133-46a5-9be4-dce52fc1e2fb"}],"_rawExcerpt":[{"_key":"8609efcde474","_type":"block","children":[{"_key":"afadca40f2540","_type":"span","marks":[],"text":"Finally track your community funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. 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These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. 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The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"ca4fab9f-273f-4a1b-ab68-52582b6b33b9","_type":"post","_rev":"D0ew2kDmLYWHslO7Osda3o","_createdAt":"2022-08-05T18:31:45Z","_updatedAt":"2022-08-18T18:33:56Z","body":[{"_key":"f4cad00e17f9","_type":"block","children":[{"_key":"eeae21fd61690","_type":"span","marks":[],"text":"Community is a broad term. Depending on the type of company the community is associated with, the term likely has different meanings."}],"markDefs":[],"style":"normal"},{"_key":"13fcee362476","_type":"block","children":[{"_key":"cb01d8423207","_type":"span","marks":[],"text":"In the world of software, community has generally been used to describe a group of like minded users who come together to learn, help each other build, and exchange best practices around the tool, platform, or technology they share interest in."}],"markDefs":[],"style":"normal"},{"_key":"2649e7644ed7","_type":"block","children":[{"_key":"568ddcab4a44","_type":"span","marks":[],"text":"Alongside this community is another online community of people who gather to interact with a company’s brand on social platforms like Twitter, Facebook, and LinkedIn."}],"markDefs":[],"style":"normal"},{"_key":"61b226d1f23e","_type":"block","children":[{"_key":"04010f6c9f29","_type":"span","marks":[],"text":"The Venn diagram of these two groups typically has a fair amount of overlap, however the way they engage with an organization and what they expect can differ significantly. These differences require unique skill sets that have resulted in the emergence of two roles: the social media manager and the community manager."}],"markDefs":[],"style":"normal"},{"_key":"4628d148d560","_type":"block","children":[{"_key":"d9b16775964a","_type":"span","marks":[],"text":"When considering who should support these communities it’s important to think through the different goals, metrics, and desired outcomes. This will ensure you build the right job descriptions and expectations to have the right person or people aligned to these important efforts."}],"markDefs":[],"style":"normal"},{"_key":"4d0f71af46a0","_type":"block","children":[{"_key":"8ca207d468970","_type":"span","marks":[],"text":"What is a Community Manager?"}],"markDefs":[],"style":"h3"},{"_key":"f11f90702be1","_type":"block","children":[{"_key":"8f31e55e394e","_type":"span","marks":[],"text":"A community manager is responsible for the management of an organization's online community."}],"markDefs":[],"style":"normal"},{"_key":"17a319766c62","_type":"block","children":[{"_key":"d6a22c0ec9e3","_type":"span","marks":[],"text":"Community managers are tasked with building, supporting, and maintaining a healthy community of users. Users, in this case, include both those who are currently engaged with the company’s products as well as potential customers who might be exploring or researching to determine whether the software is right for them."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"eb2117acbd78","_type":"block","children":[{"_key":"4f0ad3f923c0","_type":"span","marks":[],"text":"Community managers work to understand the dynamics of their community and "},{"_key":"e9b379f901821","_type":"span","marks":["165cdc762d1f"],"text":"track success metrics"},{"_key":"e9b379f901822","_type":"span","marks":[],"text":" such as community growth, activity, and impact. They also track qualitative information including which users are acting as champions, who is actively involved, what is the sentiment of the community at large, and what kinds of things they are talking about. All of this informs how they spend their time and where they invest their resources."}],"markDefs":[{"_key":"165cdc762d1f","_type":"link","href":"https://www.commonroom.io/blog/community-health-success-metrics/"}],"style":"normal"},{"_key":"4fd6b9f64a23","_type":"block","children":[{"_key":"138fd14bf998","_type":"span","marks":[],"text":"One important distinction is that Community Managers are not anonymous. They likely have their picture or a recognizable avatar in their profile, and they post under their own name. They act as a representative of the company or organization they work for, but are still individuals with their own personality, voice, and style."}],"markDefs":[],"style":"normal"},{"_key":"82148fdc8cf1","_type":"block","children":[{"_key":"66415badfd940","_type":"span","marks":[],"text":"What do Community Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"be6d59801f2d","_type":"block","children":[{"_key":"88b736850ef6","_type":"span","marks":[],"text":"Along with having a deep understanding of their community, community managers are also responsible for programmatic engagement. They likely chat with community members in both one-on-one and one-to-many online forums like Slack and Discord. When users have questions or they are new to a community the Community Manager helps them get the answer they need by sharing resources or flagging the question for follow-up by other members of their extended teams."}],"markDefs":[],"style":"normal"},{"_key":"28a1b99fc537","_type":"block","children":[{"_key":"bc0655985e56","_type":"span","marks":[],"text":"In order to reward and encourage members of their community to support others, they may "},{"_key":"3b79485955a8","_type":"span","marks":["fc75c1c9baa7"],"text":"build Champion programs"},{"_key":"d4bdb7873bc3","_type":"span","marks":[],"text":" or create rewards programs for users who meet specified criteria. This can be either externally defined for users or as part of a surprise-and-delight strategy to keep people engaged and motivated."}],"markDefs":[{"_key":"fc75c1c9baa7","_type":"link","href":"https://www.commonroom.io/blog/building-a-champions-program-for-developer-focused-communities/"}],"style":"normal"},{"_key":"41959a542208","_type":"block","children":[{"_key":"cd62a91aa0af","_type":"span","marks":[],"text":"They might also schedule in-person meet-ups or help coordinate community events alongside other corporate events to create a sense of camaraderie that is uniquely generated in face-to-face settings."}],"markDefs":[],"style":"normal"},{"_key":"336d280eba90","_type":"block","children":[{"_key":"4d0dd429d574","_type":"span","marks":[],"text":"Community Managers also serve an inbound function for their organizations by monitoring trends and discussions to provide valuable feedback to internal teams."}],"markDefs":[],"style":"normal"},{"_key":"968d8656325c","_type":"block","children":[{"_key":"85d06b4d4bc1","_type":"span","marks":[],"text":"Product-led growth companies (PLG) in particular have become very good at understanding what their users are trying to accomplish and they adjust their product roadmaps and engineering resources to help solve these problems. Strong communities help to provide clarity on this topic and can have a significant influence on companies who practice "},{"_key":"ead5760b9e35","_type":"span","marks":["e14577485233"],"text":"community-driven product developement"},{"_key":"f6522d516f85","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"e14577485233","_type":"link","href":"https://www.commonroom.io/blog/community-driven-product-development-overview-and-trends/"}],"style":"normal"},{"_key":"168446251f5f","_type":"block","children":[{"_key":"bd40ef8be43a","_type":"span","marks":[],"text":"While these are some of the core areas of responsibility for community managers, additional responsibilities can include:"}],"markDefs":[],"style":"normal"},{"_key":"c8c6eb903689","_type":"block","children":[{"_key":"898ec07f22970","_type":"span","marks":[],"text":"Building and delivering product demos, workshops, and documentation."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"67f8f7266a04","_type":"block","children":[{"_key":"4cf17c7e26470","_type":"span","marks":[],"text":"Recruiting community members for CFPs and content development."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"dd125eb3b007","_type":"block","children":[{"_key":"9c6f0c2da1910","_type":"span","marks":[],"text":"Keeping track of metrics and reporting on the "},{"_key":"2ef16fa169d2","_type":"span","marks":["90d8fc0e05b3"],"text":"impact of community on the business"},{"_key":"bc6ab93806c5","_type":"span","marks":[],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"90d8fc0e05b3","_type":"link","href":"https://www.commonroom.io/blog/prove-roi-scale-community-impact-and-empower-the-business"}],"style":"normal"},{"_key":"e6f535cf62dd","_type":"block","children":[{"_key":"a9a5a32800520","_type":"span","marks":[],"text":"All this to say that Community Manager roles are expansive, varied, and usually highly-customized to the needs and dynamics of the communities they are supporting."}],"markDefs":[],"style":"normal"},{"_key":"6638cbe996cf","_type":"block","children":[{"_key":"fcbae8b966da0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"1cd35ec05168","_type":"block","children":[{"_key":"f3547f903a740","_type":"span","marks":[],"text":"Community teams can sit in a number of different business functions. Many community managers report in to marketing, product, developer relations, and in some cases engineering."}],"markDefs":[],"style":"normal"},{"_key":"3d5edb7d1970","_type":"block","children":[{"_key":"401c10c10fd8","_type":"span","marks":[],"text":"Wherever the roles sit, the skills required to be successful are consistent. These individuals are strategic thinkers who are able to leverage data and community feedback to prioritize their work. They understand how and when to prioritize activities for scale versus honing in on one or just a few users at a time because it will lead to much broader impact."}],"markDefs":[],"style":"normal"},{"_key":"70932599209d","_type":"block","children":[{"_key":"15ae9634a3990","_type":"span","marks":[],"text":"What is a Social Media Manager?"}],"markDefs":[],"style":"h3"},{"_key":"c9c56c12b9b4","_type":"block","children":[{"_key":"288da2e27881","_type":"span","marks":[],"text":"Social Media Managers act as the brand. They implement a social media strategy and design social media campaigns to build brand awareness and affinity through social networks."}],"markDefs":[],"style":"normal"},{"_key":"00eda60b044e","_type":"block","children":[{"_key":"cff445365a24","_type":"span","marks":[],"text":"Sometimes called Social Media Marketers or Social Media Community Managers, their voice is the voice of the company and they are experts in using digital media to communicate with their community."}],"markDefs":[],"style":"normal"},{"_key":"516159620616","_type":"block","children":[{"_key":"41415c3ae949","_type":"span","marks":[],"text":"The role can be challenging as Social Media Managers must not only be able to understand their target audience and what topics resonate with them, but they must also be able to navigate how to leverage the brand’s social media accounts to deliver both good news and sometimes address difficult situations."}],"markDefs":[],"style":"normal"},{"_key":"33f117f87ddd","_type":"block","children":[{"_key":"60db2e4358c00","_type":"span","marks":[],"text":"What do Social Media Managers do?"}],"markDefs":[],"style":"h3"},{"_key":"a220acb2de8f","_type":"block","children":[{"_key":"8b45d6f411ef","_type":"span","marks":[],"text":"In a world with multiple social platforms each with its own nuances, strengths, and demographics, the Social Media Manager must know which medium to use to deliver the right message to the right audience. While this may seem seamless to the outside observer, it is not something that happens without planning and strategy."}],"markDefs":[],"style":"normal"},{"_key":"e6b1f9b247ee","_type":"block","children":[{"_key":"d0aaee78f134","_type":"span","marks":[],"text":"Landing a message on TikTok, heavy on video, is much different from a good Twitter or Facebook group post. While sometimes the medium used on one platform can translate easily to another, that isn’t always the case. These marketers must be savvy about which medium to use where and must also be skilled in working across digital mediums to create the content they need to deliver."}],"markDefs":[],"style":"normal"},{"_key":"f1a7f5a18b11","_type":"block","children":[{"_key":"e25b57fe750e","_type":"span","marks":[],"text":"Protecting the brand identity and ensuring consistency in voice and tone is critical. When Social Media Community Managers communicate they are speaking as the brand. It might be clear that there is a clever creative behind the content being produced, but what is produced is inextricably associated with the company, their reputation, and their values. Understanding how to balance this while effectively influencing their audience is a unique and challenging skill that should not be undervalued."}],"markDefs":[],"style":"normal"},{"_key":"24b65ab5e21c","_type":"block","children":[{"_key":"8d6c8fb0cc1f","_type":"span","marks":[],"text":"Effective social media managers tap into the hearts and minds of their audience to grow a brand’s following. The best will be able to convert fans into customers and show the impact of social media to the business. Sometimes, like a Community Manager, they will answer questions or address customer problems."}],"markDefs":[],"style":"normal"},{"_key":"dbb957b9f000","_type":"block","children":[{"_key":"07872f2d92dd0","_type":"span","marks":[],"text":"Who do Community Managers report in to?"}],"markDefs":[],"style":"h3"},{"_key":"cf195c96cee0","_type":"block","children":[{"_key":"e08222582663","_type":"span","marks":[],"text":"Given their charter, Social Media Managers are typically digital marketing roles that sit inside of corporate marketing teams. These teams are also responsible for functions like PR, brand, and corporate communications. They are measured by metrics such as growth, engagement rate, share of voice, and sentiment. Social listening platforms are often used to measure these outcomes and help provide the data necessary to plan and prioritize how they execute."}],"markDefs":[],"style":"normal"},{"_key":"35afb942c1a2","_type":"block","children":[{"_key":"af1e8dee4dc30","_type":"span","marks":[],"text":"So… can Community Managers and Social Media Managers be the same person?"}],"markDefs":[],"style":"h3"},{"_key":"8ff0f995c9ed","_type":"block","children":[{"_key":"175542d1e395","_type":"span","marks":[],"text":"It could be and often in small companies it is. Both roles are increasingly strategic in today’s digital world and require adept advocacy and communication skills."}],"markDefs":[],"style":"normal"},{"_key":"6b809f58618c","_type":"block","children":[{"_key":"4873fcffa141","_type":"span","marks":[],"text":"Ideally, given the differences in the function, metrics, and desired outcomes, these roles are managed by distinct people or teams of people. As stated in the beginning, community can mean different things in various companies and for disparate audiences. As you would have a unique strategy for discreet user personas you should also have specific strategies to effectively engage your communities as they grow and evolve over time."}],"markDefs":[],"style":"normal"},{"_key":"64a1d53e44cb","_type":"block","children":[{"_key":"d598b6af3634","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. In the end, not everyone has the luxury of having separate roles for each community, but having a specific strategy for each, regardless of the audience overlap, is critical for growing and sustaining your communities."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"de8791616039","_type":"block","children":[{"_key":"8ff60e039ad1","_type":"span","marks":[],"text":"For more resources and guidance on building your community, check out the "},{"_key":"f565bebd04261","_type":"span","marks":["b1c1c36d6f68"],"text":"Common Room blog"},{"_key":"f565bebd04262","_type":"span","marks":[],"text":" or join our community for community leaders, "},{"_key":"f565bebd04263","_type":"span","marks":["04f2e90fedf0"],"text":"Uncommon"},{"_key":"f565bebd04264","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"b1c1c36d6f68","_type":"link","href":"https://commonroom.io/blog"},{"_key":"04f2e90fedf0","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-d4b08dc8692eae602c369648c59c2eec84a59f19-2400x1260-png","_type":"reference"}},"categories":[{"_key":"d87d8c540f63","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"}],"excerpt":[{"_key":"327b2c3409ec","_type":"block","children":[{"_key":"1b66c0a1d1aa","_type":"span","marks":[],"text":"The roles of the Community Manager and the Social Media Community Manager are distinct. Both represent the brand, but one is a brand ambassador and one acts as the brand itself. 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However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? 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Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". 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Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. 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Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). 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"}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. 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Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"a0b2c73f-928b-421f-889f-aef2335eac1a","_type":"playbook","_rev":"3jBsZFOHpKXytqLVXv9z4z","_createdAt":"2023-03-06T23:30:09Z","_updatedAt":"2024-09-11T17:52:32Z","body":[{"_key":"0578279b164e","_type":"anchor","label":"Overview"},{"_key":"fb58c9cb0739","_type":"block","children":[{"_key":"fff0993fb8c6","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"de829cd0d041","_type":"block","children":[{"_key":"451db949bbd9","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about ABM within my network. I think we should invest in it… what’s our ABM strategy?"}],"markDefs":[],"style":"normal"},{"_key":"76a1b28cd401","_type":"block","children":[{"_key":"4451c49919360","_type":"span","marks":[],"text":"If you’re leading go-to-market growth efforts, you’re probably getting questions like the one above in all directions. You have an idea of how to “make ABM work,” but there’s a firehose of content and advice pulling you in all directions."}],"markDefs":[],"style":"normal"},{"_key":"5144983094fc","_type":"block","children":[{"_key":"5ee39695a4370","_type":"span","marks":[],"text":"If this is you, fear not. This playbook will give you a clear starting point for spinning up an account-based marketing (ABM) motion. And if you’re further along in your ABM journey, we’ll show you how to get even more from it."}],"markDefs":[],"style":"normal"},{"_key":"05217b96b7cf","_type":"anchor","label":"Identify target accounts"},{"_key":"518ae10810eb","_type":"block","children":[{"_key":"3066d215912c","_type":"span","marks":[],"text":"A new method for identifying target accounts"}],"markDefs":[],"style":"h3"},{"_key":"c0f2cc25ded4","_type":"block","children":[{"_key":"d9c9a9cb6ce10","_type":"span","marks":[],"text":"At the surface level, an account-based strategy makes a ton of sense: identify accounts that look similar to your best customers, put a compelling offer in front of them, and let the deals roll in! The devil, however, is in the execution."}],"markDefs":[],"style":"normal"},{"_key":"eb90f3f431b9","_type":"block","children":[{"_key":"001ade9447f50","_type":"span","marks":[],"text":"For this playbook, we will narrow in on identifying the highest-intent accounts."}],"markDefs":[],"style":"normal"},{"_key":"5ee553a66ae3","_type":"block","children":[{"_key":"2731b62988d80","_type":"span","marks":[],"text":"Yes, it’s pretty easy to select target accounts using one of the many data enrichment providers. Take Crunchbase, for example. We can quickly build a target account list by filtering for startups who have raised a series A round in the last year (by the way, this results in 4,021 startups as of March 9, 2023). But this list alone leaves much to be desired — "},{"_key":"2731b62988d81","_type":"span","marks":["em"],"text":"What accounts should be prioritized? Are any accounts currently in market? How often should we refresh the list?"}],"markDefs":[],"style":"normal"},{"_key":"6f631d6a2510","_type":"block","children":[{"_key":"513b4747bbe90","_type":"span","marks":[],"text":"We’d be more successful if we could detect when target accounts show signs of interest. And better yet, add new accounts to the mix when they show intent signals and meet the criteria of what a good customer looks like."}],"markDefs":[],"style":"normal"},{"_key":"f3f42413a630","_type":"block","children":[{"_key":"91ce72939e370","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"6d87c0bcbb60","_type":"block","children":[{"_key":"d9a86e7fe16c","_type":"span","marks":[],"text":"Let’s dig in."}],"markDefs":[],"style":"normal"},{"_key":"a12161e7609b","_type":"block","children":[{"_key":"4c8b380da107","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"8d15b4b08a0d","_type":"block","children":[{"_key":"2fcd5cca82d1","_type":"span","marks":[],"text":"Common Room — to bring together digital engagement, CRM, and firmographic data (Yes, that’s us! "},{"_key":"db4bc137434f","_type":"span","marks":["a41433ccb09c"],"text":"Sign-up for free"},{"_key":"78a385109da0","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"a41433ccb09c","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"f0d264dd3e30","_type":"block","children":[{"_key":"4472161515d5","_type":"span","marks":[],"text":"Identify channels where your target accounts are active. In this example, we’ll use GitHub, Stack Overflow, Twitter, and Reddit."}],"markDefs":[],"style":"callout"},{"_key":"14c6f57968fb","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"370f3b91949c","_type":"block","children":[{"_key":"a0cfd192bd6a","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"5b4de28dfe29","_type":"block","children":[{"_key":"5a78e6d9240a","_type":"span","marks":["smallText"],"text":"We’ll be using Common Room pretty heavily throughout this playbook. If you want to follow along step-by-step, you can "},{"_key":"e260fc80141b","_type":"span","marks":["smallText","9df747277433"],"text":"create a free account here"},{"_key":"84d447ac9bdc","_type":"span","marks":["smallText"],"text":"."}],"markDefs":[{"_key":"9df747277433","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e95513fd833d","_type":"block","children":[{"_key":"77739b9241f20","_type":"span","marks":[],"text":"Imagine we are building a SaaS product that acts as a managed service on top of a Postgres database."}],"markDefs":[],"style":"normal"},{"_key":"2703224487e2","_type":"block","children":[{"_key":"82c5226ed0420","_type":"span","marks":[],"text":"The Postgres community is strong. And there’s a lot of activity happening across GitHub, Stack Overflow, Twitter, Reddit, and Medium."}],"markDefs":[],"style":"normal"},{"_key":"b60992e54d2b","_type":"block","children":[{"_key":"61d57919779c0","_type":"span","marks":[],"text":"To start, we’ll want to connect to the sources mentioned above using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"fb0fcaa5fe80","_type":"block","children":[{"_key":"e103531dd71c0","_type":"span","marks":[],"text":"Let’s use Stack Overflow to start as it’s a public source that doesn’t require additional permissions. First, we’ll select to "},{"_key":"074111272e26","_type":"span","marks":["strong"],"text":"Connect"},{"_key":"bcfac2e623d2","_type":"span","marks":[],"text":" Stack Overflow as a new source for our Common Room workspace:"}],"markDefs":[],"style":"normal"},{"_key":"debb7612f411","_type":"mainImage","alt":"Connect Stack Overflow dialog","asset":{"_ref":"image-0523ab0ac1a891ea6369bc2a66e209dd1ed22dd3-1322x904-png","_type":"reference"},"caption":"Connect to Stack Overflow and authenticate your account"},{"_key":"b850c7d5b91e","_type":"block","children":[{"_key":"5d657c6fb8e8","_type":"span","marks":[],"text":"You’ll need a Stack Overflow account to authenticate and add it as a source. Assuming you have one, we’ll authenticate. And from there, we can select relevant Stack Overflow tags ("},{"_key":"fb1ed0d82d45","_type":"span","marks":["strong"],"text":"postgres"},{"_key":"eec893afbaed","_type":"span","marks":[],"text":" tags in this example). Don’t worry too much about getting the tags just right for now. We can always refine at a later time."}],"markDefs":[],"style":"normal"},{"_key":"c4a7a796537e","_type":"mainImage","alt":"configure site tags","asset":{"_ref":"image-7ad95b18a5451cce851ff633e45d51b0b65298ac-1354x1236-png","_type":"reference"},"caption":"Specify Stack Overflow tags you’d like to track"},{"_key":"43e892cc5bde","_type":"block","children":[{"_key":"e62ed8d2c3f70","_type":"span","marks":[],"text":"We’ll click "},{"_key":"870feb886ec8","_type":"span","marks":["strong"],"text":"Next"},{"_key":"343b04dbc000","_type":"span","marks":[],"text":", and activity from Stack Overflow will begin to import into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"813de67aaacf","_type":"block","children":[{"_key":"0b0cfdf6a9ca0","_type":"span","marks":["strong"],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"bd8fe8f9a807","_type":"block","children":[{"_key":"1b16ccb018340","_type":"span","marks":[],"text":"Unfortunately, many contributors to Stack Overflow are pseudonymous (i.e., we don’t know the person behind the post). So, while we get insightful activity, it’s hard to pinpoint the actual person behind the question or answer."}],"markDefs":[],"style":"normal"},{"_key":"32b6270aef2f","_type":"block","children":[{"_key":"7343b73616580","_type":"span","marks":[],"text":"For that, we can connect owned sources like GitHub or LinkedIn. Let’s give it a go by connecting GitHub next."}],"markDefs":[],"style":"normal"},{"_key":"a5a663defbd6","_type":"block","children":[{"_key":"686907a83e230","_type":"span","marks":[],"text":"Note: sources like GitHub, Slack, and LinkedIn require additional permissions to authenticate and pull data into Common Room. For example, you’ll need approval from one of the org admins to connect to a public GitHub repo. "},{"_key":"686907a83e231","_type":"span","marks":["be5a3522798a"],"text":"See GitHub permissions here for more"},{"_key":"686907a83e232","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"be5a3522798a","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"a284351625fd","_type":"block","children":[{"_key":"d2b92af1fbb40","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before. We’ll head to your Common Room workspace settings and connect to GitHub. From here, you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ccc5ee90f731","_type":"mainImage","asset":{"_ref":"image-837234b9b927d1380846125efa163104ed6f952b-1440x1026-png","_type":"reference"},"caption":"Authenticate GitHub account and select relevant repos","crop":{"_type":"sanity.imageCrop","bottom":0.061278114398886196,"left":0,"right":0,"top":0.022060121183599037},"hotspot":{"_type":"sanity.imageHotspot","height":0.9166617644175148,"width":1,"x":0.5,"y":0.4803910033923564}},{"_key":"0ca6170a592a","_type":"block","children":[{"_key":"70fe82458cae0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from your chosen repositories."}],"markDefs":[],"style":"normal"},{"_key":"190bd9fde776","_type":"anchor","label":"Step 2: Let the data flow"},{"_key":"4d6469b0fd87","_type":"block","children":[{"_key":"f88b8afaebe3","_type":"span","marks":[],"text":"Step 2: Let the data flow and observe"}],"markDefs":[],"style":"h3"},{"_key":"aeb5e16bfa14","_type":"block","children":[{"_key":"d6e173733457","_type":"span","marks":[],"text":"After connecting your relevant sources, Common Room begin importing data into your workspace. (Note: this may take some time, depending on the size and age of the repositories.)"}],"markDefs":[],"style":"normal"},{"_key":"44ab51f162ec","_type":"block","children":[{"_key":"cb4f1d7323b00","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"882d630d74f7","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"467248aa9e95","_type":"span","marks":[],"text":" menu item, and you’ll start to see activity from contacts of all accounts that Common Room is able to identify."}],"markDefs":[],"style":"normal"},{"_key":"cad2215a49b3","_type":"mainImage","asset":{"_ref":"image-b3d30aff955c12a5999743307215954fda4e1e1c-2932x1832-png","_type":"reference"},"caption":"View active organizations in Common Room"},{"_key":"def95349fbcd","_type":"block","children":[{"_key":"d1d7a187f79c","_type":"span","marks":[],"text":"By default, Common Room will surface helpful data points like contact count, last account activity, company size, etc. Even better, we can jump over to the "},{"_key":"bce8f678eae7","_type":"span","marks":["strong"],"text":"Contacts"},{"_key":"33f27f7765c9","_type":"span","marks":[],"text":" menu item and see the person behind the activity."}],"markDefs":[],"style":"normal"},{"_key":"33f7e1723307","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active contacts in Common Room"},{"_key":"6f98c81a1367","_type":"block","children":[{"_key":"5c4909f50c890","_type":"span","marks":[],"text":"That’s right, no more trying to infer intent by sifting through LinkedIn or enrichment providers to guess the most likely person interacting across your community and associated digital channels. Pretty powerful stuff!"}],"markDefs":[],"style":"normal"},{"_key":"a20d9dd085cf","_type":"block","children":[{"_key":"7ef10da0df4b0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"7ef10da0df4b1","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1 month for the best ABM experience."}],"markDefs":[],"style":"callout"},{"_key":"e99c386643cb","_type":"block","children":[{"_key":"bdef9dab150f0","_type":"span","marks":[],"text":"That’s all for this step. Next, we’ll start building out our target account segment."}],"markDefs":[],"style":"normal"},{"_key":"5435b672eaa2","_type":"anchor","label":"Step 3: Prioritization criteria "},{"_key":"ea61f5046ff2","_type":"block","children":[{"_key":"24e9d77d0b920","_type":"span","marks":[],"text":"Step 3: Set prioritization criteria for target accounts"}],"markDefs":[],"style":"h3"},{"_key":"e5c525f671f8","_type":"block","children":[{"_key":"ab5e824084e80","_type":"span","marks":[],"text":"We’ll now want to narrow down accounts to add criteria that meet your ideal customer firmographics."}],"markDefs":[],"style":"normal"},{"_key":"b72ef049a3f8","_type":"block","children":[{"_key":"ddfda555e0f50","_type":"span","marks":[],"text":"From the "},{"_key":"ddfda555e0f51","_type":"span","marks":["e79fcdb2155d"],"text":"Organizations menu"},{"_key":"ddfda555e0f52","_type":"span","marks":[],"text":" item, we can begin adding filters and get a preview of accounts that meet our criteria."}],"markDefs":[{"_key":"e79fcdb2155d","_type":"link","href":"https://docs.commonroom.io/using-common-ro"}],"style":"normal"},{"_key":"c5fc06769025","_type":"block","children":[{"_key":"aa15986aefc90","_type":"span","marks":[],"text":"We’ll add a few filters using the preset buttons and set "},{"_key":"058daa54b800","_type":"span","marks":["strong"],"text":"Organization size"},{"_key":"f3f05968dbe7","_type":"span","marks":[],"text":" to > 50 and "},{"_key":"a860733e721f","_type":"span","marks":["strong"],"text":"Annual revenue"},{"_key":"16fd99f53d8d","_type":"span","marks":[],"text":" to > $10M."}],"markDefs":[],"style":"normal"},{"_key":"fc884437b05b","_type":"mainImage","asset":{"_ref":"image-2b1bd6c30ded967e2cca4adab32cedc8dc60ddde-604x858-png","_type":"reference"},"caption":"Add a filter for Organization size and Annual revenue"},{"_key":"4f5af64d1117","_type":"block","children":[{"_key":"a1788fc4c57d","_type":"span","marks":[],"text":"This brings us down from about 4000 matches to 376. We were hoping to narrow our focus a bit more, so we’ll click the + "},{"_key":"fd4a96283a94","_type":"span","marks":["strong"],"text":"Add filter"},{"_key":"a96fa86bd8e8","_type":"span","marks":[],"text":" button and add a filter to identify accounts with activity in the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"27e2c87de8a4","_type":"mainImage","asset":{"_ref":"image-812119e786b7b8d00983975c4e7f1216070f0f98-2160x486-png","_type":"reference"},"caption":"Filter organizations by activity level"},{"_key":"e64843e56df6","_type":"block","children":[{"_key":"ec8bea1230e2","_type":"span","marks":[],"text":"This narrows our account selection to the sweet spot we were looking for — a couple of dozen accounts! Now, we’ll want to turn this filter into a "},{"_key":"6f1917c8b2d6","_type":"span","marks":["33509fb7516f"],"text":"Segment"},{"_key":"5379c78fb695","_type":"span","marks":[],"text":" that we can use to inform target account selection in tools like our CRM or an ad platform."}],"markDefs":[{"_key":"33509fb7516f","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"f9e03f5d1d5e","_type":"block","children":[{"_key":"fb1726b3ac210","_type":"span","marks":["strong"],"text":"Note: "},{"_key":"f68f02239536","_type":"span","marks":[],"text":"“Segments” is Common Room speak that refers to the functionality allowing you to create contact cohorts."}],"markDefs":[],"style":"callout"},{"_key":"f025d82a9409","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Filter results by active date range"},{"_key":"0dad931dafbf","_type":"anchor","label":"Step 4: Create a segment"},{"_key":"f4c97eed81b1","_type":"block","children":[{"_key":"63ee0cc602d2","_type":"span","marks":[],"text":"Step 4: Create a segment of active accounts that fit our criteria"}],"markDefs":[],"style":"h3"},{"_key":"a2404ed7e46d","_type":"block","children":[{"_key":"62b6b3740e7d0","_type":"span","marks":[],"text":"Remembering our target account criteria — 50+ employees, $50M in revenue, active in the last 28 days — we’ll head over to the "},{"_key":"62b6b3740e7d1","_type":"span","marks":["4392a5b67a72"],"text":"Segments"},{"_key":"62b6b3740e7d2","_type":"span","marks":[],"text":" menu item to build our evergreen target account list."}],"markDefs":[{"_key":"4392a5b67a72","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page/segments-page-home"}],"style":"normal"},{"_key":"9dfb86226a99","_type":"block","children":[{"_key":"586c5867d72d0","_type":"span","marks":[],"text":"We’ll click the "},{"_key":"c257ed4dfd4b","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"b5918924a82d","_type":"span","marks":[],"text":" button and give our segment a name and description."}],"markDefs":[],"style":"normal"},{"_key":"e32d27115532","_type":"mainImage","asset":{"_ref":"image-7f0ce04445b6ce0524f539ea93f0ef5b9e415f30-2932x1832-png","_type":"reference"},"caption":"Name and create a segment"},{"_key":"aaaba2bf4ae0","_type":"block","children":[{"_key":"fdf24e8d7107","_type":"span","marks":[],"text":"Then, click the "},{"_key":"f81e908591f0","_type":"span","marks":["strong"],"text":"+ Add contacts"},{"_key":"1a3fc0c2a0d2","_type":"span","marks":[],"text":" button and select "},{"_key":"d187cc540e0b","_type":"span","marks":["strong"],"text":"Auto add contacts"},{"_key":"7a76fcd0e531","_type":"span","marks":[],"text":" from the dropdown. This is where we will set the criteria to auto-add/remove organizations to our target account list."}],"markDefs":[],"style":"normal"},{"_key":"b037a06e9d9b","_type":"mainImage","alt":"Automatically add/remove contacts from segments","asset":{"_ref":"image-70cdd241f1338bf04d7159e9d2b71d810f68fdf7-544x376-png","_type":"reference"},"caption":"Automatically add/remove contacts from segments"},{"_key":"8403726b37e6","_type":"block","children":[{"_key":"b527554043ce","_type":"span","marks":[],"text":"Click the "},{"_key":"e57b227904ee","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"aef794e788cd","_type":"span","marks":[],"text":" button and add filters accordingly. Here we can also choose to apply inverse filters from our "},{"_key":"4d6dbd4f86aa","_type":"span","marks":["strong"],"text":"Auto add"},{"_key":"c58e65dd9ad8","_type":"span","marks":[],"text":" criteria so that our target account list remains evergreen (i.e., if there's no contact activity from an organization after 28 days, that organization will be removed from our segment). And be sure to click "},{"_key":"6d2da3ed064b","_type":"span","marks":["strong"],"text":"Save!"}],"markDefs":[],"style":"normal"},{"_key":"1049c4b63440","_type":"mainImage","asset":{"_ref":"image-3cd2c611817ad6cd031f9ea1d39dec2725d3d7a0-2932x1832-png","_type":"reference"},"caption":"Set your criteria to auto-add/remove contact of a segment"},{"_key":"e25e14b82c45","_type":"block","children":[{"_key":"4ce3581534c5","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b2f2a86cbc82","_type":"span","marks":[],"text":" It will likely take a few minutes for your segment to populate. You'll see a notification like 👇 while your new segment populates."}],"markDefs":[],"style":"callout"},{"_key":"36d009fd9554","_type":"mainImage","alt":"member configs","asset":{"_ref":"image-69b4a16a873d31e7ce91add98b08545848a48f14-1702x136-png","_type":"reference"}},{"_key":"69a1e226a20c","_type":"block","children":[{"_key":"b1894e26701e0","_type":"span","marks":["strong"],"text":"Bonus step: "},{"_key":"0a1868a0f2c7","_type":"span","marks":[],"text":"Auto-tag organizations by setting up a workflow."}],"markDefs":[],"style":"h4"},{"_key":"8b5380186d55","_type":"block","children":[{"_key":"812927712a080","_type":"span","marks":[],"text":"In Common Room, you can "},{"_key":"812927712a081","_type":"span","marks":["bea0a155234a"],"text":"create workflows"},{"_key":"812927712a082","_type":"span","marks":[],"text":" that automatically add "},{"_key":"5f5f353fdf68","_type":"span","marks":["strong"],"text":"tags"},{"_key":"622f36896a30","_type":"span","marks":[],"text":" to organizations, contacts, and activities."}],"markDefs":[{"_key":"bea0a155234a","_type":"link","href":"https://docs.commonroom.io/using-common-room/workflows"}],"style":"normal"},{"_key":"ee931ebb11c0","_type":"block","children":[{"_key":"698f42b993510","_type":"span","marks":[],"text":"We can head to the "},{"_key":"9ea7fd66ba80","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"7293f35cd801","_type":"span","marks":[],"text":" menu and add an "},{"_key":"2cd84a445bd8","_type":"span","marks":["strong"],"text":"ICP"},{"_key":"a5f92da47b04","_type":"span","marks":[],"text":" (ideal customer profile) tag to qualifying accounts."}],"markDefs":[],"style":"normal"},{"_key":"11780cfbf21d","_type":"mainImage","asset":{"_ref":"image-74b4f86a49aaeec8684f25bb16e46b787f94550b-2932x1832-png","_type":"reference"},"caption":"Select a workflow template to “tag an organization”"},{"_key":"0e65b0db2dbb","_type":"block","children":[{"_key":"c5992a65395c0","_type":"span","marks":[],"text":"From here, we'll see a workflow canvas. We'll set ICP criteria for organizations with 50+ employees, annual revenue of $50M+, and select relevant industries. Then, we'll set our tagging criteria and run this workflow daily."}],"markDefs":[],"style":"normal"},{"_key":"5ea2930b20a7","_type":"mainImage","asset":{"_ref":"image-323f96f71a503d3cdfa2d569d9a22aeeaa8c073b-2932x1832-png","_type":"reference"},"caption":"Tag an organization with an automated workflow"},{"_key":"d50f3fa24340","_type":"block","children":[{"_key":"5fb4e92010ee","_type":"span","marks":[],"text":"Click "},{"_key":"c518d1c5dab8","_type":"span","marks":["strong"],"text":"Save"},{"_key":"9463c5e8d82b","_type":"span","marks":[],"text":" and toggle to turn on your tagging workflow. And voila! 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And if you haven't already, "},{"_key":"9fb032ecd0d73","_type":"span","marks":["1bacc30c8f6b"],"text":"sign-up for a free account here"},{"_key":"9fb032ecd0d74","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"f34348d8e72d","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"1bacc30c8f6b","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-6badd89e1c894ce9cc0117bb2eea56a55e0ded5e-2400x1260-png","_type":"reference"}},"categories":[{"_key":"09152fe44b57","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"47ac9c8391b7","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"0146e4fa8a36","_ref":"7662f4d2-9875-4dc5-be5e-91dd093375ae","_type":"reference"}],"excerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"dbe05505d0bf","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ea664be13b07","_ref":"6f6dfe52-16a0-4649-9f15-e73a38900c33","_type":"reference"},{"_key":"21aabdb4462c","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"527e784c26aa","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-a924d71fe1eeaf0f7875f2f21d3f04eb65ce000a-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"replenish-accounts-abm-activity"},"status":"published","suggestions":[{"_key":"4756b8d713d8","_ref":"4efb016d-8685-4743-99f2-e363eb233036","_type":"reference"},{"_key":"879d97a95162","_ref":"a4938423-f309-4c16-a05e-782566dd3881","_type":"reference"},{"_key":"6755a2fb4f0a","_ref":"ce0de17b-4da4-4a61-8d2d-256f149fc375","_type":"reference"},{"_key":"e6c3b6fb7d1d","_ref":"0c113d20-a943-4c58-8472-1c005c08983a","_type":"reference"}],"teams":["Sales","Marketing"],"title":"Replenish target accounts for ABM using recent activity","useCases":[{"_key":"1b388e7401f9","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4454d0a7-9d47-50e1-a7c8-e87bfc191c70","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"replenish-accounts-abm-activity"},"status":"published","_createdAt":"2023-03-06T23:30:09Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"7662f4d2-9875-4dc5-be5e-91dd093375ae"}],"_rawExcerpt":[{"_key":"4f9e241e2235","_type":"block","children":[{"_key":"5f7f25e2c0e20","_type":"span","marks":[],"text":"A stale list of target accounts leaves a lot to be desired."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"aa238e9a-5842-49e9-a64e-c2fae55c3412","_type":"playbook","_rev":"tvZpUfQy6XEny9w88JgRti","_createdAt":"2023-03-30T22:16:56Z","_updatedAt":"2024-09-11T17:51:44Z","body":[{"_key":"5e249be772aa","_type":"anchor","label":"Overview"},{"_key":"4068813d2001","_type":"block","children":[{"_key":"c867816bb015","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"70eb96810f01","_type":"block","children":[{"_key":"732d4413afae0","_type":"span","marks":[],"text":"Your dark funnel is, well… dark."}],"markDefs":[],"style":"normal"},{"_key":"ff3d97bd0e24","_type":"block","children":[{"_key":"217707d5e7ca0","_type":"span","marks":[],"text":"It’s not easy to define, let alone keep tabs on, how people are progressing through stages of the dark funnel — "},{"_key":"217707d5e7ca1","_type":"span","marks":["em"],"text":"How many steps should we define? What are the criteria for each stage? How do we stitch together activity across different channels? How do we measure the success of our efforts?"}],"markDefs":[],"style":"normal"},{"_key":"7579861f123d","_type":"block","children":[{"_key":"5fa0f2d8a27e0","_type":"span","marks":[],"text":"In this playbook, we’ll answer these questions and give you a starting point for defining and tracking the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"889657f6fe36","_type":"block","children":[{"_key":"0c5f7737c80b0","_type":"span","marks":[],"text":"As a result, you’ll be able to 1) measure and track the success of (previously uncrackable) parts of the dark funnel and 2) identify areas of focus to progress your core audience further down the path."}],"markDefs":[],"style":"normal"},{"_key":"3aaaf24d0fd4","_type":"block","children":[{"_key":"b0aed4544b1d0","_type":"span","marks":[],"text":"Let’s get to it!"}],"markDefs":[],"style":"normal"},{"_key":"f32eba3602d9","_type":"block","children":[{"_key":"232d8edda5640","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"5499562fff4f","_type":"block","children":[{"_key":"67321e7aa672","_type":"span","marks":[],"text":"Common Room — we’ll use Common Room to define and track our dark funnel ("},{"_key":"232d8edda5641","_type":"span","marks":["d8889c29e944"],"text":"Sign-up for free"},{"_key":"232d8edda5642","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"d8889c29e944","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4f2997dea8b7","_type":"block","children":[{"_key":"f2f6783cbc8d","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"2d46fccb2d0b","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"71ed37a0962b","_type":"block","children":[{"_key":"fcccd47280680","_type":"span","marks":[],"text":"Step 1: Connect to dark funnel sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"b13c90ac9738","_type":"block","children":[{"_key":"05e353fa52570","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our dark funnel. This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. First, we’ll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"60f63e4c50f3","_type":"mainImage","asset":{"_ref":"image-593cdb8ff672279a31d8b2de78f68e7f8a257325-1322x904-png","_type":"reference"},"caption":"Connect Twitter to Common Room"},{"_key":"8d764e3e8708","_type":"block","children":[{"_key":"68553ba009620","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"44a84bee513b","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"b29d963f5cde","_type":"block","children":[{"_key":"fe358c273e130","_type":"span","marks":[],"text":"We’ll save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"43ce4978c686","_type":"block","children":[{"_key":"ddb4b47105f30","_type":"span","marks":[],"text":"Our community is not just on Twitter, so we’ll want to run through the same process to connect Reddit, YouTube, Medium, Stack Overflow, and pulling in relevant context. To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. Below is a table summarizing a representative stack by phase:"}],"markDefs":[],"style":"normal"},{"_key":"bbf1f63401ed","_type":"mainImage","alt":"Table summarizing the community and business data sources typically connected for each phase of the community maturity curve","asset":{"_ref":"image-cb5e07252272a3876bd4d42a5cb403d06db23c3f-1996x954-png","_type":"reference"}},{"_key":"baa62fc5880d","_type":"block","children":[{"_key":"ebd27cd5dd9c","_type":"span","marks":[],"text":"Phase 1: Seeding your community"}],"markDefs":[],"style":"h4"},{"_key":"3e098af7d6a6","_type":"block","children":[{"_key":"4729f19620dc","_type":"span","marks":[],"text":"In the first phase, you’re focused on building a vibrant community, typically with a chat and/or social media platform like Slack, Discord, or Twitter. You want a space to provide product support, offer hands-on demo opportunities, and facilitate connections between community members. Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. All of these engagement trends can be broken down even further by region, plan or role type, and any other customer or product-specific filters that are tracked in your business tools."}],"markDefs":[],"style":"normal"},{"_key":"fc49a67e094c","_type":"block","children":[{"_key":"ae88e5e75937","_type":"span","marks":[],"text":"From a revenue perspective, now you can analyze the relationship between community activity and revenue at a more granular level. For example, you can calculate what percent of your revenue is from users from the community and use this metric as a measure of how impactful your community program is. You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. For more, read how "},{"_key":"060d1f600476","_type":"span","marks":["9de4df3804ed"],"text":"our customers like Asana, dbt Labs, Moov, and Temporal"},{"_key":"7126ea158416","_type":"span","marks":[],"text":" are using Common Room to build stronger communities and drive business impact."}],"markDefs":[{"_key":"9de4df3804ed","_type":"link","href":"https://www.commonroom.io/customers/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=customers"}],"style":"normal"},{"_key":"777382ba5756","_type":"block","children":[{"_key":"ee831517fd22","_type":"span","marks":["strong","eae3e2855f31","em"],"text":"Try out"},{"_key":"5ad559f63073","_type":"span","marks":["strong","em"],"text":" Common Room for free."}],"markDefs":[{"_key":"eae3e2855f31","_type":"link","href":"https://www.commonroom.io/signup/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=signup"}],"style":"normal"}],"categories":[{"_key":"6e0e9e33a040","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"26ae15a39857","_ref":"53a72a1c-4df4-4a20-861e-be6802016af1","_type":"reference"},{"_key":"d54aea4a552d","_ref":"fec871bb-5782-40da-9649-d5dbae4edc63","_type":"reference"}],"excerpt":[{"_key":"95a66892b56c","_type":"block","children":[{"_key":"5f6e1d579815","_type":"span","marks":[],"text":"At Common Room we’re serving over 2 million community members and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[],"style":"normal"}],"hideMainMedia":false,"isFeatured":false,"mainImage":{"_type":"mainImage","alt":"Common Room is the industry-leading intelligent community growth platform and our mission is to bring organizations closer to their communities and enable them to grow together.","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},"publishedAt":"2022-02-11T18:49:22.170Z","slug":{"_type":"slug","current":"building-your-community-technology-stack"},"status":"archived","title":"Building Your Community Technology Stack to Ensure Enduring Community Investment","id":"-6b4a01ad-d099-57ea-84fa-1d4feccc3569","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"building-your-community-technology-stack","_type":"slug"},"isPublished":false,"publishedAt":"2022-02-11T18:49:22.170Z","status":"archived","categories":[{"_id":"62c8d09b-665d-4ecb-bc7b-e6769e14963a"},{"_id":"53a72a1c-4df4-4a20-861e-be6802016af1"},{"_id":"fec871bb-5782-40da-9649-d5dbae4edc63"}]}},{"_id":"828a70c0-9e87-461a-b88b-9b18c286877a","_type":"post","_rev":"PKnkpmpY4zyhy2rrgsG84r","_createdAt":"2021-07-19T21:24:54Z","_updatedAt":"2021-11-18T19:48:18Z","authors":[{"_key":"71cfec0c1bc1","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"10e50eee54b8","_type":"block","children":[{"_key":"82477fad033a","_type":"span","marks":[],"text":"As alluded to in "},{"_key":"a1469a419335","_type":"span","marks":["a0e5dc2ebfb1"],"text":"our blog post"},{"_key":"7d0ea72921a0","_type":"span","marks":[],"text":" detailing why we opened Slack as our first owned community channel, we want to dive deeper into our decision-making process. There are a lot of channels out there offering different ways your community can interact with your brand—Slack, Discord, Discourse, Twitter, LinkedIn, and even bespoke solutions. Unfortunately there is no one-channel-to-rule-them-all, so you must assess the tradeoffs between different community channels to make your selection. In this post we’ll share our framework for evaluating channels and help you choose the one that’s best for your needs."}],"markDefs":[{"_key":"a0e5dc2ebfb1","_type":"link","href":"https://www.commonroom.io/uncommon/blog/why-uncommon-chose-slack-first/"}],"style":"normal"},{"_key":"c51f61a84f22","_type":"block","children":[{"_key":"88e4d937f1e4","_type":"span","marks":[],"text":"📊 Evaluate Channels"}],"markDefs":[],"style":"h3"},{"_key":"60e263f3355f","_type":"block","children":[{"_key":"ecb7e75df86a","_type":"span","marks":[],"text":"Your members volunteer their time and effort when participating in your community. So, it’s incredibly important to be thoughtful and intentional about the channel you’ll open. This also means thinking about not only what you need to achieve in the short-term, but keeping an eye towards your long-term goals too, and not sacrificing one at the expense of the other.\n\nTo help keep track of all these factors, we recommend evaluating community channels based on two key questions:"}],"markDefs":[],"style":"normal"},{"_key":"8b90ad05efd0","_type":"block","children":[{"_key":"65591392ec980","_type":"span","marks":["strong"],"text":"1. What community objective does it achieve?"}],"markDefs":[],"style":"normal"},{"_key":"c09cf2a411d2","_type":"block","children":[{"_key":"b691f7635261","_type":"span","marks":[],"text":"Foster relationships between members"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9ce233d7e5c8","_type":"block","children":[{"_key":"f94bc98c392c","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ccf1d6d0e135","_type":"block","children":[{"_key":"c021774f33fa","_type":"span","marks":[],"text":"Build a content library / support resource"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"99063c436946","_type":"block","children":[{"_key":"48c8e73d6f810","_type":"span","marks":["strong"],"text":"2. What kind of engagement dynamics does it enable?"}],"markDefs":[],"style":"normal"},{"_key":"9cfeb6607e4d","_type":"block","children":[{"_key":"a1283b8b69f9","_type":"span","marks":[],"text":"Identity: Visibility vs. anonymity"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1779d9d0cf0f","_type":"block","children":[{"_key":"7f2652b13d39","_type":"span","marks":[],"text":"Messaging: Synchronous vs. asynchronous"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d805604f7961","_type":"block","children":[{"_key":"122a8e192bf2","_type":"span","marks":[],"text":"By taking into consideration both your community objective "},{"_key":"001a7c6a12a7","_type":"span","marks":["em"],"text":"and"},{"_key":"baa2e677a838","_type":"span","marks":[],"text":" the types of engagement behavior you want, the channel you select will serve you well not only today, but in the future as well."}],"markDefs":[],"style":"normal"},{"_key":"9945fca714e6","_type":"block","children":[{"_key":"c1369d6c669c","_type":"span","marks":[],"text":"🎯 Define Your Objectives"}],"markDefs":[],"style":"h3"},{"_key":"e9d35332c8ff","_type":"block","children":[{"_key":"e7cebee6edd0","_type":"span","marks":[],"text":"Before opening any kind of community channel, you’re probably asking yourself, “What am I opening this channel for?” Based on our experience and that of our customers, we typically see three common answers to this question: 1/ foster relationships between members, 2/ enable one-to-many communications, or 3/ build a content library / support resource. There is no one-size-fits-all approach—different channels are best suited to achieve different objectives."}],"markDefs":[],"style":"normal"},{"_key":"4a7fa72bdb2a","_type":"block","children":[{"_key":"91ee21aead7c","_type":"span","marks":[],"text":"Foster relationships between members"}],"markDefs":[],"style":"h4"},{"_key":"a76e7fbd0980","_type":"block","children":[{"_key":"8ed5ab09a6c20","_type":"span","marks":[],"text":"You’re looking for a space for your members to connect with one another through common interests, knowledge sharing, and a celebration of others’ work, contributions, and achievements. You want to facilitate conversations and to give members a more casual, ephemeral way to connect everyday. If this checks the box, you should consider a chat platform like Slack and Discord."}],"markDefs":[],"style":"normal"},{"_key":"861768b79d8f","_type":"block","children":[{"_key":"83ffc29c5c4a","_type":"span","marks":[],"text":"Enable one-to-many communications"}],"markDefs":[],"style":"h4"},{"_key":"58ef8114103d","_type":"block","children":[{"_key":"07569a6029520","_type":"span","marks":[],"text":"You want to broadcast in a one-to-many fashion to ensure your voice has the broadest reach possible. You also want the ability to amplify others’ messages and content that aligns with your company values or mission. Consider social networking platforms such as Twitter, LinkedIn, and Facebook to achieve this kind of communication."}],"markDefs":[],"style":"normal"},{"_key":"65b0cd13888c","_type":"block","children":[{"_key":"78daa9f29a1f","_type":"span","marks":[],"text":"Build a content library / support resource"}],"markDefs":[],"style":"h4"},{"_key":"3a2113d501e3","_type":"block","children":[{"_key":"2b61b554f45b0","_type":"span","marks":[],"text":"You want a space to help troubleshoot customer problems and resolve support tickets. Instead of a feed to scroll through, you want to offer technical resources and how-to guides in a searchable database that can also be permalinked. For these needs, you’re going to want to look at forums-types platforms like Discourse, GitHub Discussions, and inSided."}],"markDefs":[],"style":"normal"},{"_key":"9da823da14f9","_type":"block","children":[{"_key":"1a4a011b50a2","_type":"span","marks":[],"text":"🎛️ Select Your Engagement Dynamics"}],"markDefs":[],"style":"h3"},{"_key":"173816b8d378","_type":"block","children":[{"_key":"6341f38453c20","_type":"span","marks":[],"text":"An additional consideration to layer onto your channel decision is what we broadly call engagement dynamics, or how members will (or are expected to) interact with each other within the community. These usually manifest themselves in two forms: 1/ identity (visibility vs. anonymity) and 2/ messaging approach (synchronous vs. asynchronous). Think of each of these as a spectrum rather than a binary response (e.g., chat platforms lend themselves to both synchronous, real-time conversations as well as asynchronous threads)."}],"markDefs":[],"style":"normal"},{"_key":"417879ffd07c","_type":"block","children":[{"_key":"8e1914cde71b","_type":"span","marks":[],"text":"Identity: visibility vs. anonymity"}],"markDefs":[],"style":"h4"},{"_key":"facae2eb186c","_type":"block","children":[{"_key":"8a027cd6c7e00","_type":"span","marks":[],"text":"The mechanics of some channels, including LinkedIn, Facebook, and Slack, are such that the information in your profile is quite public. This helps enable everyone to get a sense of who they're engaging with. Others, such as Discord, Reddit, and YouTube, allow for and often have anonymous usernames, typically in honor of data privacy. Where you fall on this spectrum will dictate the short list of channels you can choose from. 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If you’re looking to rally your community first and foremost around sharing resources and troubleshooting issues in a more asynchronous fashion, with less of an emphasis on their public identity, we’d recommend channels such as Discourse or GitHub Discussions."}],"markDefs":[],"style":"normal"},{"_key":"901f1d2ea88f","_type":"block","children":[{"_key":"06be774ed621","_type":"span","marks":[],"text":"Hopefully this post has made it a little easier for you to decide on which community channel to open. Feel free to at-mention us on "},{"_key":"5dc29417959d","_type":"span","marks":["1f5c6dcd0da6"],"text":"Twitter"},{"_key":"639fa621c660","_type":"span","marks":[],"text":" to let us know which channel you chose. We also encourage you to "},{"_key":"7d0e64a77921","_type":"span","marks":["c9dc0fa936d5"],"text":"join Uncommon"},{"_key":"344fc64296ce","_type":"span","marks":[],"text":" to get updates about what's happening across the community space, including open job roles, interviews with experts, and a breezy monthly newsletter."}],"markDefs":[{"_key":"1f5c6dcd0da6","_type":"link","href":"https://twitter.com/CommonRoomHQ"},{"_key":"c9dc0fa936d5","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"}],"categories":[{"_key":"7d8132f4dd1b","_ref":"5793e7d1-0516-48d9-a00d-cfbc05f1084d","_type":"reference"},{"_key":"22604f3aaa74","_ref":"62c8d09b-665d-4ecb-bc7b-e6769e14963a","_type":"reference"},{"_key":"5208b10a737e","_ref":"1da98b8c-b91d-4993-8966-702014334dfc","_type":"reference"},{"_key":"214a964c48f4","_ref":"a2e0ebc4-9fbf-4316-bc12-f4a458c3782d","_type":"reference"},{"_key":"25044dbfcc4e","_ref":"2942ebd3-0be6-44cf-afe8-1ce09a18f2c8","_type":"reference"},{"_key":"0c6e8318cf66","_ref":"acebef1a-78bc-489a-b970-1760f1c33d34","_type":"reference"}],"excerpt":[{"_key":"d556e9184ea4","_type":"block","children":[{"_key":"87e2e7728493","_type":"span","marks":[],"text":"We've created this how-to guide to help you select the right community channel for your needs using our evaluation 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This often includes very top-of-funnel watering holes for our core audience — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. For many interactions across many of these dark social channels, our product or brand is unknown."}],"markDefs":[],"style":"normal"},{"_key":"c5d6c73e21a3","_type":"block","children":[{"_key":"8ac79a0ff76d0","_type":"span","marks":[],"text":"To start, let’s connect to Twitter, as all that’s required is a Twitter account. 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To see supported integrations, "},{"_key":"ddb4b47105f31","_type":"span","marks":["c2c542d4d702"],"text":"head over to our integrations page"},{"_key":"ddb4b47105f32","_type":"span","marks":[],"text":". (We’re adding more and more all the time!)"}],"markDefs":[{"_key":"c2c542d4d702","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"95914ebaebde","_type":"block","children":[{"_key":"e9b99d5316730","_type":"span","marks":[],"text":"In addition to public sources, we’ll want to connect some of our first-party sources like LinkedIn, Slack, GitHub, and HubSpot."}],"markDefs":[],"style":"normal"},{"_key":"1a1df89cb722","_type":"block","children":[{"_key":"5e223823be2e0","_type":"span","marks":[],"text":"We can follow a similar flow, but this time we’ll want to connect to LinkedIn and confirm we have the "},{"_key":"5e223823be2e1","_type":"span","marks":["dbcad4a0f689"],"text":"required permissions"},{"_key":"5e223823be2e2","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"dbcad4a0f689","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/linkedin#required-permissions"}],"style":"normal"},{"_key":"db5235823829","_type":"mainImage","asset":{"_ref":"image-830c3acdab1574b1cc4624ad8ce6887c0d0d7817-2932x1832-png","_type":"reference"},"caption":"Authenticate LinkedIn to pull member activity into Common Room"},{"_key":"34356891485a","_type":"block","children":[{"_key":"dcc5444aa89d0","_type":"span","marks":[],"text":"That’s pretty much it. We’ll rinse and repeat to start ingesting data from other sources. Once that’s done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"b44ed0a1255d","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"a1632d379819","_type":"block","children":[{"_key":"f2f128d696490","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"5cfcd94e5a8f","_type":"block","children":[{"_key":"bfb2f4156ec40","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the "},{"_key":"c4148333dd02","_type":"span","marks":["strong"],"text":"Organization"},{"_key":"663a325a36da","_type":"span","marks":[],"text":" or "},{"_key":"60a12c0fcb2f","_type":"span","marks":["strong"],"text":"Member"},{"_key":"2e540e037193","_type":"span","marks":[],"text":" view to see a firehose of identified individuals and the companies they work for. Here’s what that looks like from the "},{"_key":"055f7b492b0e","_type":"span","marks":["strong"],"text":"Organizations"},{"_key":"b2b3040053da","_type":"span","marks":[],"text":" view:"}],"markDefs":[],"style":"normal"},{"_key":"d1e979afdf09","_type":"mainImage","asset":{"_ref":"image-f91ee50ce28c9cc0dc5febb7093125958fd05949-2932x1832-png","_type":"reference"},"caption":"Organizations view in Common Room"},{"_key":"5596abe43015","_type":"block","children":[{"_key":"a11ab1188a090","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to get a sense of how we want to define the stages of our funnel."}],"markDefs":[],"style":"normal"},{"_key":"7f01300115d2","_type":"block","children":[{"_key":"1ae6ce1b2cbf0","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"f0fdcd0a1fc3","_type":"span","marks":["strong"],"text":"Members"},{"_key":"b3c362739a0b","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can define funnel stages to group these members by stage."}],"markDefs":[],"style":"normal"},{"_key":"05e2742d214e","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"a1cc20ab5e44","_type":"block","children":[{"_key":"f95e798698160","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for at least ten impact points and activity within the last 28 days."}],"markDefs":[],"style":"normal"},{"_key":"a292c322b8b3","_type":"mainImage","asset":{"_ref":"image-f88fdb640f4e94c953d32bf60c86a4f426b3fff6-588x528-png","_type":"reference"},"caption":"Filter views by impact points"},{"_key":"ab7630267a47","_type":"block","children":[{"_key":"0ac22844aaa80","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"91550794f948","_type":"span","marks":[],"text":" Impact points are auto-generated based on a weighted scoring system defined by Common Room. "},{"_key":"0ac22844aaa81","_type":"span","marks":["ece718a561f0"],"text":"See how scores are calculated here →"}],"markDefs":[{"_key":"ece718a561f0","_type":"link","href":"https://docs.commonroom.io/using-common-room/members-page/impact-points#impact-point-default-weights"}],"style":"callout"},{"_key":"98b4fde0aeb7","_type":"block","children":[{"_key":"1e5ea7f7bcf20","_type":"span","marks":[],"text":"This gets us down to about 500 members and feels like a good starting point for the bottom of the dark funnel. We’re satisfied, and we’ll define this cohort as "},{"_key":"6bb393c56ff9","_type":"span","marks":["strong"],"text":"Active"},{"_key":"6fabe00ddc3e","_type":"span","marks":[],"text":" members."}],"markDefs":[],"style":"normal"},{"_key":"96bc4e663bdb","_type":"block","children":[{"_key":"4fad2bdd124a0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"797b66efdfaf","_type":"span","marks":[],"text":" = 10 or more impact points and active in the last 28 days"}],"markDefs":[],"style":"callout"},{"_key":"087b41ee5faa","_type":"block","children":[{"_key":"ed7b262a7a5f0","_type":"span","marks":[],"text":"Next, we’ll move further up the dark funnel and define a cohort of members who are not quite as active or have recently waned interest. We’ll call this group Aware members. After some tinkering, it looks like activity identified in the last 90 days with less than ten impact points gets us to a good place of about 2k members."}],"markDefs":[],"style":"normal"},{"_key":"4573acca9f6c","_type":"block","children":[{"_key":"fbb669cf5dac0","_type":"span","marks":["strong"],"text":"Aware"},{"_key":"fcf4a7fcc41b","_type":"span","marks":[],"text":" = active in the 90 days with 10 or less impact points"}],"markDefs":[],"style":"callout"},{"_key":"3c689c345f69","_type":"mainImage","asset":{"_ref":"image-f5d058910825f6758fe687617a0ccf2ccd16ef24-1088x562-png","_type":"reference"},"caption":"Add filters for the \"Aware\" stage"},{"_key":"00c58027d504","_type":"block","children":[{"_key":"7014877c0b6c0","_type":"span","marks":[],"text":"And finally, we’ll want to define a dormant cohort. Where we’ll include the rest of our members."}],"markDefs":[],"style":"normal"},{"_key":"eddf6bc41522","_type":"block","children":[{"_key":"dc8f76d28bf50","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"dc8f76d28bf51","_type":"span","marks":[],"text":" = last seen > 90 days ago"}],"markDefs":[],"style":"callout"},{"_key":"80bfd2dbdf08","_type":"mainImage","asset":{"_ref":"image-65f6091439c45e6492492662d171422bd9a8fbde-990x804-png","_type":"reference"},"caption":"Add filters for the Dormant stage"},{"_key":"2b7de90e877a","_type":"block","children":[{"_key":"3e286574a1f40","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"65a8b6e1f700","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"1a0f0c374677","_type":"block","children":[{"_key":"8273dbdf4bb7","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"140ea30179bd","_type":"block","children":[{"_key":"508babd308fd0","_type":"span","marks":[],"text":"Now that we’ve defined the stages of our dark funnel, we’ll start tagging members as they move in and out of stages. Let’s go!"}],"markDefs":[],"style":"normal"},{"_key":"0aa0057e3e75","_type":"mainImage","asset":{"_ref":"image-a730e24b6e2cfe4c070d4d1ce487320b072713b9-2932x1832-png","_type":"reference"},"caption":"Dark-funnel stages by member status"},{"_key":"1bca44ff55fd","_type":"block","children":[{"_key":"c978795e47670","_type":"span","marks":[],"text":"We can also add statuses for each of our stages so we can track the progress of members."}],"markDefs":[],"style":"normal"},{"_key":"b0311abd74d9","_type":"block","children":[{"_key":"3a8a709105e40","_type":"span","marks":[],"text":"After creating our segment, we can locate the "},{"_key":"9ec7b0b23633","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"5492002423e4","_type":"span","marks":[],"text":" section and click the "},{"_key":"74b72d7b916a","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"4f2beac84406","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"358f952c5de8","_type":"mainImage","asset":{"_ref":"image-6c28a2a9e851ac9a1f77ea7df3250116295658c7-1932x720-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"f88aa2d9baf4","_type":"block","children":[{"_key":"959ba9c594fa0","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"9d7a2562825e","_type":"span","marks":["strong"],"text":"Active"},{"_key":"5caed8726e53","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"b5e00cdc0885","_type":"block","children":[{"_key":"090965ed7ee60","_type":"span","marks":[],"text":"We’ll adjust the criteria to what was previously described (10 or more impact points "},{"_key":"090965ed7ee61","_type":"span","marks":["em"],"text":"and"},{"_key":"090965ed7ee62","_type":"span","marks":[],"text":" active in the last 28 days), click "},{"_key":"affd2b7ace09","_type":"span","marks":["strong"],"text":"Save"},{"_key":"bda85d1679c0","_type":"span","marks":[],"text":", and our first dark funnel cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"94e3116c17df","_type":"block","children":[{"_key":"dee3abe62f170","_type":"span","marks":[],"text":"We’ll do the same for our other stages by clicking "},{"_key":"15d3455066f8","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"f84204fb3fbc","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"c98efcf01b14","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"041782cc6fae","_type":"anchor","label":"Wrapping Up"},{"_key":"2bfba49c6a02","_type":"block","children":[{"_key":"aa8f9287ccbb","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"6f03c9a73df2","_type":"block","children":[{"_key":"7412daf25cf40","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. We can now track members moving through the dark funnel and take action accordingly."}],"markDefs":[],"style":"normal"},{"_key":"a2771a2e31ff","_type":"block","children":[{"_key":"4d841ce644990","_type":"span","marks":[],"text":"One last thing… you can also opt-in to get notifications as members progress through the dark funnel."}],"markDefs":[],"style":"normal"},{"_key":"5219bf2edeb7","_type":"mainImage","asset":{"_ref":"image-d9264409b4a2e2fa06e2b29fb74892137bec97b5-742x844-png","_type":"reference"},"caption":"Subscribe to notifications on funnel activity "}],"cardImage":{"_type":"image","asset":{"_ref":"image-0566c20d3741dd6e2777a482e1768281b9e2d2ec-2400x1260-png","_type":"reference"}},"categories":[{"_key":"a1ef57cb9701","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"78525abd769e","_ref":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4","_type":"reference"},{"_key":"a23ab375e239","_ref":"ad197e85-9187-444e-b96d-727169fb27d4","_type":"reference"}],"excerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"27842afae117","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5d8e3e907d5d","_ref":"f61d0133-e072-439b-b8fb-d275fd7013ba","_type":"reference"},{"_key":"774320609a26","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"5b1eb6587eaa","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"},{"_key":"ae9da4437076","_ref":"7c39b3c7-c1f5-4093-afb9-1b6517cc4547","_type":"reference"},{"_key":"61415684640a","_ref":"ef2bd5a8-198b-46c9-96fb-0bda8d27b49c","_type":"reference"}],"mainImage":{"_type":"mainImage","asset":{"_ref":"image-820e444aec2e51ff7e58d60b6d1c592fd9502eaf-2400x1260-png","_type":"reference"}},"skill":"Medium","slug":{"_type":"slug","current":"map-stages-dark-funnel"},"status":"published","teams":["Marketing","Sales"],"title":"Map the stages of your dark funnel from problem-aware to engaged","useCases":[{"_key":"919c780db46e","_ref":"abc349f5-c976-4a7e-9046-b8093a4ee3bc","_type":"reference"}],"id":"-4516a610-2d09-54e5-b27a-7e4c4a3a906b","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"map-stages-dark-funnel"},"status":"published","_createdAt":"2023-03-30T22:16:56Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"0ca9a6b3-3e40-42ed-8e2b-3f798a365fb4"},{"_id":"ad197e85-9187-444e-b96d-727169fb27d4"}],"_rawExcerpt":[{"_key":"8708ea97827f","_type":"block","children":[{"_key":"55dc909d5ced0","_type":"span","marks":[],"text":"Shed light on the dark funnel."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"2fa21a11-b884-456d-a2c4-cd3204859e74","_type":"playbook","_rev":"4aLCE978rQhgvNk8aZaJ3V","_createdAt":"2023-03-30T23:02:28Z","_updatedAt":"2024-09-12T19:23:15Z","body":[{"_key":"8606d4891df4","_type":"anchor","label":"Overview"},{"_key":"5d7673650cce","_type":"block","children":[{"_key":"1b8c932f7068","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"d37fa4eea9ba","_type":"block","children":[{"_key":"73e58a59da29","_type":"span","marks":["em"],"text":"Hey [marketing lead], I’m hearing a lot about intent data these days. What’s our strategy for identifying purchasing intent?"}],"markDefs":[],"style":"normal"},{"_key":"b27de560a4b5","_type":"block","children":[{"_key":"94ce6daffb790","_type":"span","marks":[],"text":"If you’re leading go-to-market or growth, you’re probably getting asked questions like this in all directions. You may have tried some of the 3rd-party intent vendors out there (we won’t call them out by name) and found that the results left much to be desired."}],"markDefs":[],"style":"normal"},{"_key":"1cdb08ba887e","_type":"block","children":[{"_key":"ba5ac53184a10","_type":"span","marks":["em"],"text":"Sound like you?"},{"_key":"ba5ac53184a11","_type":"span","marks":[],"text":" If so, you’re in the right place. This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. Let's start by connecting the sources where we'd most expect people to ask or discuss the price of our commercial offering or a proof of concept."}],"markDefs":[],"style":"normal"},{"_key":"3834d90f0387","_type":"block","children":[{"_key":"86a32acc00b40","_type":"span","marks":[],"text":"We can start by connecting our community Slack."}],"markDefs":[],"style":"normal"},{"_key":"4dab036a3121","_type":"mainImage","asset":{"_ref":"image-2a7a95476bcc45bbef34a538302a7f32a9cd4aa6-1322x904-png","_type":"reference"}},{"_key":"b16be6dfb2ce","_type":"block","children":[{"_key":"dd4b2c03df510","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"dd4b2c03df511","_type":"span","marks":[],"text":" To connect to Slack, you'll need to be a Slack admin, or you'll need to get permission from your internal admin."}],"markDefs":[],"style":"callout"},{"_key":"dca042a125b7","_type":"block","children":[{"_key":"8bf5dba1efab0","_type":"span","marks":[],"text":"We’ll click "},{"_key":"15314b37a5d3","_type":"span","marks":["strong"],"text":"Connect Slack"},{"_key":"0b7f91635288","_type":"span","marks":[],"text":" and be presented with two check boxes confirming that we’ve got permission and understand the limits associated with Slack applications."}],"markDefs":[],"style":"normal"},{"_key":"976b8ca48656","_type":"mainImage","asset":{"_ref":"image-0b27a61d5a68b080320a30a53684c0722996d789-2932x1832-png","_type":"reference"},"caption":"Connect and authenticate with Slack"},{"_key":"bc3125ab90fa","_type":"block","children":[{"_key":"146a51e326330","_type":"span","marks":[],"text":"We’ll check the boxes and "},{"_key":"39a3e944bc85","_type":"span","marks":["strong"],"text":"Authenticate Slack"},{"_key":"0d593536f33e","_type":"span","marks":[],"text":". After a few minutes, activity from Slack will begin to populate in Common Room."}],"markDefs":[],"style":"normal"},{"_key":"d05ad8819c11","_type":"block","children":[{"_key":"a1d5623cd1780","_type":"span","marks":[],"text":"Congrats! You’ve just connected your first source 🎉"}],"markDefs":[],"style":"normal"},{"_key":"ee681fb4132a","_type":"block","children":[{"_key":"23ae243e830b0","_type":"span","marks":[],"text":"Now, we’ll follow a similar pattern to connect our other sources. Let’s give GitHub a try."}],"markDefs":[],"style":"normal"},{"_key":"6dfe502042d7","_type":"block","children":[{"_key":"875e7610e0d90","_type":"span","marks":[],"text":"To connect to GitHub, we’ll follow the same process as before and select to connect GitHub."}],"markDefs":[],"style":"normal"},{"_key":"c35cd71438ec","_type":"block","children":[{"_key":"0588e031b1c40","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"0588e031b1c41","_type":"span","marks":[],"text":" some sources like GitHub and Twitter require additional permissions to authenticate and pull data into Common Room. For example, to connect to a public GitHub repo, you’ll need approval from one of the org admins. "},{"_key":"0588e031b1c42","_type":"span","marks":["4048979e1bfb"],"text":"See GitHub permissions here for more"},{"_key":"0588e031b1c43","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"4048979e1bfb","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/github#required-permissions"}],"style":"callout"},{"_key":"3df4a60d08f0","_type":"block","children":[{"_key":"c0686f6830bc0","_type":"span","marks":[],"text":"We’ll head over to the settings in your Common Room workspace and select to connect to GitHub. From here you can authenticate your GitHub identity and select any repos where admin approval is granted."}],"markDefs":[],"style":"normal"},{"_key":"ae202f6dec09","_type":"mainImage","asset":{"_ref":"image-d161b448abb1d182c3fc7a461bc9108253750848-2006x1038-png","_type":"reference"},"caption":"Authenticate your community GitHub and select repos"},{"_key":"6ceb95ed42d1","_type":"block","children":[{"_key":"75c7e9e1a75f0","_type":"span","marks":[],"text":"That’s pretty much it. Once the GitHub integration is configured, Common Room will begin importing activity history from the repositories you’ve chosen."}],"markDefs":[],"style":"normal"},{"_key":"21a8e949976b","_type":"anchor","label":"Step 2: Let the buyer intent data flow"},{"_key":"e9df601da6c4","_type":"block","children":[{"_key":"bcbf4760b31d0","_type":"span","marks":[],"text":"Step 2: Let the buyer intent data flow"}],"markDefs":[],"style":"h3"},{"_key":"55ca41183a5a","_type":"block","children":[{"_key":"075de60a62bb0","_type":"span","marks":[],"text":"After connecting our other relevant sources (Discourse, LinkedIn, Twitter, etc.), Common Room will import data into your workspace following the docs "},{"_key":"d0d9ccea05ec","_type":"span","marks":["538121eb0b6b"],"text":"outlined here"},{"_key":"9b85e171be95","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"538121eb0b6b","_type":"link","href":"https://docs.commonroom.io/get-started/integrations"}],"style":"normal"},{"_key":"3cc5d3541c91","_type":"block","children":[{"_key":"db7f4c579d0a0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"db7f4c579d0a1","_type":"span","marks":[],"text":" Importing data may take some time, depending on the source and volume of activity you're bringing into Common Room)."}],"markDefs":[],"style":"callout"},{"_key":"b3d3cfec4645","_type":"block","children":[{"_key":"8598500b7e170","_type":"span","marks":[],"text":"We can now head over to the "},{"_key":"fe54afd6be34","_type":"span","marks":["strong"],"text":"Members"},{"_key":"af22e9643422","_type":"span","marks":[],"text":" menu item, and you’ll see members from across your various connected sources begin to roll in."}],"markDefs":[],"style":"normal"},{"_key":"def6897dcf8e","_type":"mainImage","asset":{"_ref":"image-3695229250dff5023fd8b70c7886901c60a3d24f-2932x1832-png","_type":"reference"},"caption":"View active members in Common Room"},{"_key":"13f670d309f8","_type":"block","children":[{"_key":"be0dbfc4ec770","_type":"span","marks":[],"text":"By default, you’ll notice that Common Room will surface rich data points like "},{"_key":"2196e7b078bc","_type":"span","marks":["strong"],"text":"Impact Points"},{"_key":"b4fe6c9f6cc1","_type":"span","marks":[],"text":", "},{"_key":"c8bc2e93c886","_type":"span","marks":["strong"],"text":"Activity Count"},{"_key":"02873c89b2e2","_type":"span","marks":[],"text":", "},{"_key":"2ef008eba22d","_type":"span","marks":["strong"],"text":"Profiles"},{"_key":"b1f7d253ab25","_type":"span","marks":[],"text":", and other useful tidbits. Having such visibility into the members behind the intent takes us one huge step toward creating actionable buyer intent alerts for our sales team."}],"markDefs":[],"style":"normal"},{"_key":"b8ce35d4823b","_type":"block","children":[{"_key":"5b3aaabeaeb90","_type":"span","marks":[],"text":"We can also jump over to the "},{"_key":"35a7281416ac","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"630b8735439e","_type":"span","marks":[],"text":" menu item to view the specific behavioral context associated with our members."}],"markDefs":[],"style":"normal"},{"_key":"65458c52f61d","_type":"mainImage","asset":{"_ref":"image-64554b28cd6f8e0d7bf7d22b7ff5b080b90e5508-2932x1832-png","_type":"reference"},"caption":"See activity from your community like trending conversations"},{"_key":"90e943c81b95","_type":"block","children":[{"_key":"993a418f07010","_type":"span","marks":[],"text":"Every member who has taken action across any of our connected sources will have a set of activities tied to their record that we will use to expose the context behind the buyer intent."}],"markDefs":[],"style":"normal"},{"_key":"f23ea5f090ab","_type":"block","children":[{"_key":"71b8102d095d0","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"653f4d8692aa","_type":"span","marks":[],"text":" We recommend allowing sources to propagate for ~1-month for the best buying intent alerts results."}],"markDefs":[],"style":"callout"},{"_key":"68e4720964ed","_type":"block","children":[{"_key":"d5ef8ba905ac0","_type":"span","marks":[],"text":"In this example, we will identify specific buyer intent keywords and set up an automation to surface activities from members searching for those keywords."}],"markDefs":[],"style":"normal"},{"_key":"97ecf61689a3","_type":"block","children":[{"_key":"0e72ef2f5f7f0","_type":"span","marks":[],"text":"In the next step, we'll discover and validate the keywords we want to trigger our buyer intent alerts."}],"markDefs":[],"style":"normal"},{"_key":"185b0d18979a","_type":"anchor","label":"Step 3: Explore keywords"},{"_key":"96bd9fb0e5cc","_type":"block","children":[{"_key":"fb32c78a7f1c0","_type":"span","marks":[],"text":"Step 3: Explore and verify buyer intent keywords"}],"markDefs":[],"style":"h3"},{"_key":"780d46135282","_type":"block","children":[{"_key":"0dcfb8085d390","_type":"span","marks":[],"text":"We'll head over to the "},{"_key":"6cb4ca83f24c","_type":"span","marks":["strong"],"text":"Activity"},{"_key":"e49166da1ca0","_type":"span","marks":[],"text":" module in the left sidebar to explore and validate buyer intent keywords. Once we've clicked into the module, we'll want to find keywords that return a balance of volume and signal."}],"markDefs":[],"style":"normal"},{"_key":"33c67d593ed6","_type":"block","children":[{"_key":"fcbeba9209e70","_type":"span","marks":[],"text":"To do this, we’ll use Common Room’s feature functionality by clicking the "},{"_key":"75f16d79219c","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f2c1dbb9b1e0","_type":"span","marks":[],"text":" button on the within the "},{"_key":"b821b080a4dc","_type":"span","marks":["strong"],"text":"Activty"},{"_key":"3043a43c5c37","_type":"span","marks":[],"text":" module."}],"markDefs":[],"style":"normal"},{"_key":"5386af333fdd","_type":"mainImage","asset":{"_ref":"image-bc9429be9aef4539ae466887e8af3f7da2569ab3-2214x1366-png","_type":"reference"},"caption":"Add an activity filter for keywords"},{"_key":"69a806025a8c","_type":"block","children":[{"_key":"42e00fad0c7f0","_type":"span","marks":[],"text":"A modal will show that includes a table with several columns. Conveniently, we can use the search bar within the table to search for "},{"_key":"30062c01d9b3","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"52d5846c1d33","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"587502e56732","_type":"mainImage","asset":{"_ref":"image-c809d4e975688c858914157a68b366b8a43e04b0-2040x380-png","_type":"reference"},"caption":"Use the search function to filter for keyword search activity"},{"_key":"bc6d1b85db19","_type":"block","children":[{"_key":"c420a51c5f5f0","_type":"span","marks":[],"text":"We'll click "},{"_key":"737aac654e6a","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"657f15d148f2","_type":"span","marks":[],"text":", returning us to the main list of all activities in our community. We can now use keyword search like we would any other search operator to help us identify which high-intent keywords will produce both the volume and signal needed for us to feel confident triggering a sales alert."}],"markDefs":[],"style":"normal"},{"_key":"9e97cc3d447d","_type":"block","children":[{"_key":"c952c2b068cf0","_type":"span","marks":[],"text":"Your experience with your business and talking with customers are our friends. We know that one of the standard terms used by prospects who want to consider the commercial offering is “proof of concept”, so let's type that into the keyword search bar to see what it returns."}],"markDefs":[],"style":"normal"},{"_key":"5e70ce20723d","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter community activity by keywords"},{"_key":"3ce2112507b6","_type":"block","children":[{"_key":"9a3280c30e500","_type":"span","marks":[],"text":"That narrows the scope from an initial 600,000+ activities to a manageable 300. As we scan through the specific activities, we see a good signal for the most part. Remember, we're not looking to be perfect but to improve the likelihood that our sales team can land and progress opportunities."}],"markDefs":[],"style":"normal"},{"_key":"5957be1bc5ba","_type":"block","children":[{"_key":"c827f43cd2390","_type":"span","marks":[],"text":"We also think \"pricing\" may be a strong keyword signal for us. So, we search for that term, and what we find is encouraging — volume jumps up significantly to about 2,500 activities and we see strong-signal activity like this gem from our community Slack:"}],"markDefs":[],"style":"normal"},{"_key":"031a049ab049","_type":"mainImage","asset":{"_ref":"image-ce2dca9b1475d2c6b898b14513670bee41021c9b-1796x314-png","_type":"reference"},"caption":"Activity with “pricing” as a keyword"},{"_key":"76cfd8fb609c","_type":"block","children":[{"_key":"8dd6a5b3b5130","_type":"span","marks":[],"text":"Having identified what we believe is a pair of solid buyer intent keywords and knowing that we can always add to this list of keywords in the future, we decide it's time to move on and start building out our buyer intent alert system."}],"markDefs":[],"style":"normal"},{"_key":"81ae4f78ece8","_type":"anchor","label":"Step 4: Tag intent activities"},{"_key":"157493e8905e","_type":"block","children":[{"_key":"e7eec391167f0","_type":"span","marks":[],"text":"Step 4: Tag net-new buyer intent activities"}],"markDefs":[],"style":"h3"},{"_key":"3ba9ae8dda5f","_type":"block","children":[{"_key":"5cbbfdf950200","_type":"span","marks":[],"text":"At the outset, one of our goals was to highlight prospects for sales and sales development to target and shine a light on the activities and context surrounding those prospects. To do that, we'll need to do some tagging pre-work that will pay off. Doing this will enable our teammates to quickly sift through to the specific buyer intent activity on any member record."}],"markDefs":[],"style":"normal"},{"_key":"9b6d4140b183","_type":"block","children":[{"_key":"00ae3e4a8d3e0","_type":"span","marks":[],"text":"Next, we will set up a "},{"_key":"d28d022e5ba3","_type":"span","marks":["strong"],"text":"Tag new activities"},{"_key":"9ed048fdcf26","_type":"span","marks":[],"text":" workflow that will tag all net-new activities that pop up in our community that contain the buyer intent keywords we've already identified in Step 3."}],"markDefs":[],"style":"normal"},{"_key":"60a824c40b0a","_type":"block","children":[{"_key":"d49d489added0","_type":"span","marks":[],"text":"To do this, we'll head to the "},{"_key":"bf505324a56b","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"a1b277a7af58","_type":"span","marks":[],"text":" view on the left-hand navigation and select the ready-to-use "},{"_key":"ab944b8e596a","_type":"span","marks":["strong"],"text":"Tag new activities template"},{"_key":"c5aef5fcb119","_type":"span","marks":[],"text":". After choosing the template, you'll be dropped into the Workflow builder. Here we can give our workflow a name, define the parameters, and select the tag we want to add to the activities that fit within the parameters."}],"markDefs":[],"style":"normal"},{"_key":"16e2aec958b3","_type":"mainImage","asset":{"_ref":"image-2aa538ad3d1ffb2688bf40bf4743005a7e759a26-2932x1832-png","_type":"reference"},"caption":"Tag an activity workflow canvas"},{"_key":"ded20839d469","_type":"block","children":[{"_key":"2c31ce5ca87a0","_type":"span","marks":[],"text":"From here, we want to add a "},{"_key":"63836576dc44","_type":"span","marks":["strong"],"text":"Buyer Intent"},{"_key":"bb9bcd7c1daf","_type":"span","marks":[],"text":" tag to any new activity that contains the buyer intent keywords “proof of concept” or “pricing.” Let’s go ahead and add those criteria by clicking the "},{"_key":"9e3ef798b737","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"f23989341f62","_type":"span","marks":[],"text":" button and selecting "},{"_key":"c119f437b239","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"1cd0fe571b77","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"34f44e5375c4","_type":"mainImage","asset":{"_ref":"image-d58592396dd0ce0371a9d6bb5e5a0180f01f8c79-730x420-png","_type":"reference"},"caption":"Filter workflow steps by keyword"},{"_key":"bde63278641e","_type":"block","children":[{"_key":"c94d4b004bbc0","_type":"span","marks":[],"text":"Add \"proof of concept\" and \"pricing\" to the filter. Now we're ready to add the tagging step to complete the workflow. Click "},{"_key":"3f8e3aadc888","_type":"span","marks":["strong"],"text":"Select tag"},{"_key":"3b56536f0cbe","_type":"span","marks":[],"text":" to the right of the green tag icon and begin typing ”Purchase search intent” into the field. We haven't created the tag, so we'll select "},{"_key":"2afcd2ae617a","_type":"span","marks":["strong"],"text":"+ New tag"},{"_key":"bf4fddba8b3a","_type":"span","marks":[],"text":": and label it “Purchase search Intent.”"}],"markDefs":[],"style":"normal"},{"_key":"8626aaf3a1c4","_type":"mainImage","asset":{"_ref":"image-f2e48bdf1755547f7f5405114f59a8ae2ae939cf-1338x448-png","_type":"reference"},"caption":"Add an activity tag"},{"_key":"0c505da0b22b","_type":"block","children":[{"_key":"4f7ca4d888910","_type":"span","marks":[],"text":"Hit "},{"_key":"3ef511bea5e7","_type":"span","marks":["strong"],"text":"Save"},{"_key":"7aec870cadff","_type":"span","marks":[],"text":" in the upper right corner of the workflow module and toggle the workflow to "},{"_key":"e98fd393d868","_type":"span","marks":["strong"],"text":"On"},{"_key":"3cce005c6739","_type":"span","marks":[],"text":". We can now view our newly created workflow on the Workflows page and rest easy, knowing that our efforts will help Sales reps take action with context around purchase intent signals."}],"markDefs":[],"style":"normal"},{"_key":"1ef233f97516","_type":"mainImage","asset":{"_ref":"image-aaf6296abdb8098851a80059123163145c5cde5a-2002x710-png","_type":"reference"},"caption":"Tag activities workflow saved and on"},{"_key":"fa3b18754e9a","_type":"block","children":[{"_key":"49da5d5e57a00","_type":"span","marks":[],"text":"Next, we’ll build out the segment of buyer intent prospects to alert our sales counterparts to take action."}],"markDefs":[],"style":"normal"},{"_key":"a940e6b4104c","_type":"anchor","label":"Step 5: Create a segment"},{"_key":"f28839a925a1","_type":"block","children":[{"_key":"19fc162c995a0","_type":"span","marks":[],"text":"Step 5: Create a segment of prospects with purchase intent"}],"markDefs":[],"style":"h3"},{"_key":"5740616c2cb2","_type":"block","children":[{"_key":"310cc71104400","_type":"span","marks":["965b8cbdfea5"],"text":"Segments"},{"_key":"310cc71104401","_type":"span","marks":[],"text":" in Common Room offer a powerful way to manage groups of members with similar attributes. In this case, we'll tightly control and trigger intent alerts for members with similar intent-keyword attributes."}],"markDefs":[{"_key":"965b8cbdfea5","_type":"link","href":"https://docs.commonroom.io/using-common-room/segments-page"}],"style":"normal"},{"_key":"68d5dad7f05a","_type":"block","children":[{"_key":"43ec60e48b5b0","_type":"span","marks":[],"text":"Let's click on the "},{"_key":"0baa0dccc9a1","_type":"span","marks":["strong"],"text":"Segments"},{"_key":"6a7853d62112","_type":"span","marks":[],"text":" icon on the left-side menu and click "},{"_key":"b6080f81b9aa","_type":"span","marks":["strong"],"text":"+ New segment"},{"_key":"1a16bd956281","_type":"span","marks":[],"text":" on the upper right corner to create anew segment."}],"markDefs":[],"style":"normal"},{"_key":"9c21cc3f4259","_type":"block","children":[{"_key":"3507f563e6660","_type":"span","marks":[],"text":"We can give our segment a name and description (you'll need to locate this again in the next step). We won't be using the status functionality for this specific segment, so we can now click "},{"_key":"33a0832b7435","_type":"span","marks":["strong"],"text":"Create segment"},{"_key":"7e7ab7f90354","_type":"span","marks":[],"text":" at the bottom-right corner of the screen."}],"markDefs":[],"style":"normal"},{"_key":"e1b46d849a94","_type":"mainImage","asset":{"_ref":"image-55da9d405f88aa539406bf38b78023b2def63cc6-2004x784-png","_type":"reference"},"caption":"Create and name a new segment"},{"_key":"fe8faf99e54a","_type":"block","children":[{"_key":"9b75b3e9c3580","_type":"span","marks":[],"text":"Now that we've created our Segment, we can define parameters for adding / removing members. "}],"markDefs":[],"style":"normal"},{"_key":"f2c8fffeb7ff","_type":"block","children":[{"_key":"a72dbf58b0e6","_type":"span","marks":[],"text":"To get there, we’ll navigate to the "},{"_key":"4ec67ddac10e","_type":"span","marks":["strong"],"text":"Member management"},{"_key":"86233f7c9b44","_type":"span","marks":[],"text":" tab and then click "},{"_key":"516a96be7b88","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"c814f8dd6f9e","_type":"span","marks":[],"text":" at the far right of the screen."}],"markDefs":[],"style":"normal"},{"_key":"25d15e72670c","_type":"block","children":[{"_key":"294aa078bbf60","_type":"span","marks":[],"text":"Our original goal was to alert sales when a member’s activity contains the buyer intent keywords we’ve defined. Let’s do that by clicking "},{"_key":"8c71491eb2c8","_type":"span","marks":["strong"],"text":"+ Add filter"},{"_key":"17ae3050c482","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"8dfd0ee87d85","_type":"mainImage","asset":{"_ref":"image-2ae522a287dc33272c26c60e32cb6df97c760658-2932x1832-png","_type":"reference"},"caption":"Set parameters to auto add members to our segment based on keyword searches"},{"_key":"5b31e5efa759","_type":"block","children":[{"_key":"f9ed7bef34f60","_type":"span","marks":[],"text":"We’ll then use "},{"_key":"9cdc6755f958","_type":"span","marks":["strong"],"text":"Keyword search"},{"_key":"a49ea5212ad2","_type":"span","marks":[],"text":" again to add the “proof of concept” and “pricing” keywords as the "},{"_key":"0d774aa7ae08","_type":"span","marks":["strong"],"text":"Auto-add criteria"},{"_key":"80b5909f54c0","_type":"span","marks":[],"text":". Be sure to uncheck the auto-remove checkbox that’s checked blue by default. In this case, we don’t suspect our core criteria to change over time, so there’s no use in using the auto-remove capabilities."}],"markDefs":[],"style":"normal"},{"_key":"7c3c1887e238","_type":"block","children":[{"_key":"2b1c92dfdd070","_type":"span","marks":[],"text":"We want be notified when new activity occurs, so let's click "},{"_key":"79aad941117c","_type":"span","marks":["strong"],"text":"Get notified"},{"_key":"95fdfb83ec51","_type":"span","marks":[],"text":" in the upper-right menu and then toggle "},{"_key":"3b943f0963c0","_type":"span","marks":["strong"],"text":"Members additions/removals"},{"_key":"ea59fcd03271","_type":"span","marks":[],"text":" to the "},{"_key":"2b1c92dfdd071","_type":"span","marks":["em","strong"],"text":"On"},{"_key":"2b1c92dfdd072","_type":"span","marks":[],"text":" position."}],"markDefs":[],"style":"normal"},{"_key":"7b1eb357b079","_type":"mainImage","asset":{"_ref":"image-109dd50e82686938c75c77e5a33f7dc7ab6d88fe-606x802-png","_type":"reference"},"caption":"Turn on notifications when members are added or removed"},{"_key":"622836f71a20","_type":"block","children":[{"_key":"9102ed77cad60","_type":"span","marks":[],"text":"We'll now be notified via email or Slack when a member meets the buyer intent criteria established."}],"markDefs":[],"style":"normal"},{"_key":"f87d11fc5480","_type":"block","children":[{"_key":"217604cc4cb20","_type":"span","marks":[],"text":"And we have one last step — loop in sales as the final piece to this alert."}],"markDefs":[],"style":"normal"},{"_key":"6110b5295900","_type":"anchor","label":"Step 6: Subscribe sales reps"},{"_key":"bda2a4fd547c","_type":"block","children":[{"_key":"a07e9b856f790","_type":"span","marks":[],"text":"Step 6: Subscribe your sales reps purchase intent alerts"}],"markDefs":[],"style":"h3"},{"_key":"7130ba6f6c9d","_type":"block","children":[{"_key":"e9f868c338d00","_type":"span","marks":[],"text":"Clicking into the segment we just created, click the "},{"_key":"f63eff6bb8e2","_type":"span","marks":["strong"],"text":"…"},{"_key":"9dad4681eb7d","_type":"span","marks":[],"text":" icon in the far right corner, and then click "},{"_key":"89eeed58c230","_type":"span","marks":["strong"],"text":"Send to others"},{"_key":"9d834c6e64d3","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"6f625c7303b9","_type":"block","children":[{"_key":"3bd08a4ff5ea0","_type":"span","marks":[],"text":"We want to share this alert with a pilot group of reps. And we can do that by typing in their names in the search bar and then hitting "},{"_key":"55c29ada0c27","_type":"span","marks":["strong"],"text":"Share"},{"_key":"c30c4a511083","_type":"span","marks":[],"text":" at the bottom right."}],"markDefs":[],"style":"normal"},{"_key":"4ecc0eee0d14","_type":"mainImage","asset":{"_ref":"image-442e5bbdceec08f1d66fe856ec7b5634566697ce-2932x1832-png","_type":"reference"}},{"_key":"d9840a09fce0","_type":"block","children":[{"_key":"d033f94163910","_type":"span","marks":[],"text":"Boom! That's it. Our work here is done."}],"markDefs":[],"style":"normal"},{"_key":"72cf4408af2d","_type":"block","children":[{"_key":"69c81a9a84ac0","_type":"span","marks":[],"text":"All that remains is for us to follow up with our teammates to confirm that they’ve subscribed to the alert and watch the intent-based prospecting bonanza begin."}],"markDefs":[],"style":"normal"},{"_key":"a00abd7d5d08","_type":"anchor","label":"Wrapping up"},{"_key":"a9d306833cd6","_type":"block","children":[{"_key":"2f534657106a0","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"12de248a7489","_type":"block","children":[{"_key":"44e5914c1c5a0","_type":"span","marks":[],"text":"🥳 Congratulations, you've made it to the end!"}],"markDefs":[],"style":"normal"},{"_key":"05db660e7e43","_type":"block","children":[{"_key":"cfbd2122ee910","_type":"span","marks":[],"text":"To recap, we used this playbook as a concrete starting point for alerting reps of high-intent accounts, prospects within those accounts, and their specific buying-intent behavior."}],"markDefs":[],"style":"normal"},{"_key":"d42404f55660","_type":"block","children":[{"_key":"554bef80ad610","_type":"span","marks":[],"text":"We want to hear about your use case and help you find the perfect playbook. 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And if you haven’t already, "},{"_key":"554bef80ad613","_type":"span","marks":["6fb2faaccc07"],"text":"sign-up for a free account here"},{"_key":"554bef80ad614","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"0465f931edf0","_type":"link","href":"https://www.commonroom.io/contact/"},{"_key":"6fb2faaccc07","_type":"link","href":"https://commonroom.io/signup"}],"style":"normal"}],"cardImage":{"_type":"image","asset":{"_ref":"image-3c9939daba6ae81ce535a34e3ff6ef05a8350b89-2400x1260-png","_type":"reference"}},"categories":[{"_key":"59ba8f3d9f5f","_ref":"df0bb227-e656-4be1-af6a-5b8410d9a26e","_type":"reference"},{"_key":"2116ee6aa368","_ref":"067d08c2-833d-447f-8bed-e63211d3c644","_type":"reference"},{"_key":"896c96a1f5c1","_ref":"ee7a2a14-d037-4853-855a-e47d014bac0b","_type":"reference"}],"excerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"7c0caa179ea9","_ref":"94ff18e3-422c-4145-b03b-3dc30efb39b4","_type":"reference"},{"_key":"13651c3443c8","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"bc024c7fe8bb","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"3831990e4dfd","_ref":"67148278-8a4f-4c09-a71b-5f0907950868","_type":"reference"},{"_key":"5a4db6f665ba","_ref":"406b5182-5fb2-4fef-a2e5-d12e2ba0aa83","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Find buyer intent keywords to track and send your team alerts","asset":{"_ref":"image-bb141f95179a815d03bc85cbbde336a564a7fd5b-2400x1260-png","_type":"reference"}},"skill":"Pro","slug":{"_type":"slug","current":"alert-keywords-topics-intent"},"status":"published","teams":["Marketing","Sales"],"title":"Find buyer intent keywords to track and send your team alerts","useCases":[{"_key":"028199ae1110","_ref":"bdb4baea-87b1-4930-930a-c5a944d7b831","_type":"reference"},{"_key":"a49eeab20904","_ref":"c9b18e74-0bd8-4e62-9174-cb6014a157d3","_type":"reference"}],"id":"-47afbdd1-04e3-5d63-8743-cc4cfb5bdefc","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"alert-keywords-topics-intent"},"status":"published","_createdAt":"2023-03-30T23:02:28Z","categories":[{"_id":"df0bb227-e656-4be1-af6a-5b8410d9a26e"},{"_id":"067d08c2-833d-447f-8bed-e63211d3c644"},{"_id":"ee7a2a14-d037-4853-855a-e47d014bac0b"}],"_rawExcerpt":[{"_key":"b7b765120655","_type":"block","children":[{"_key":"dee31497f94a0","_type":"span","marks":[],"text":"Find low-hanging fruit for your go-to-market teams."}],"markDefs":[],"style":"normal"}],"isPublished":true}},{"_id":"f7e1cd7d-4231-497e-812f-4589009a0bad","_type":"playbook","_rev":"WOPW25iMagSfL12hwtXQwz","_createdAt":"2023-03-29T00:41:12Z","_updatedAt":"2024-09-11T17:52:17Z","body":[{"_key":"27f00e5e8d33","_type":"anchor","label":"Overview"},{"_key":"8a8d5e92d2a1","_type":"block","children":[{"_key":"6d647cdcfc2c","_type":"span","marks":[],"text":"Overview"}],"markDefs":[],"style":"h3"},{"_key":"053522fe000e","_type":"block","children":[{"_key":"48aaf136407b0","_type":"span","marks":[],"text":"Defining and tracking your community funnel is a challenging task."}],"markDefs":[],"style":"normal"},{"_key":"8372d1281a49","_type":"block","children":[{"_key":"69e1a01e79450","_type":"span","marks":[],"text":"First, you must develop a framework to define your funnel — e.g., the stages from entirely unaware for community champion or advocate."}],"markDefs":[],"style":"normal"},{"_key":"4286e0306756","_type":"block","children":[{"_key":"5cf2c13cdb670","_type":"span","marks":[],"text":"And even when you have a framework in place, not so straightforward to monitor and track performance as members of your community members progress through your funnel — "},{"_key":"5cf2c13cdb671","_type":"span","marks":["em"],"text":"What are the criteria for each stage? How do we coordinate activities across various platforms? How can we assess the effectiveness of our community management efforts?"}],"markDefs":[],"style":"normal"},{"_key":"22ee3a743f80","_type":"block","children":[{"_key":"a63e171cb48b0","_type":"span","marks":[],"text":"This playbook will address these questions and provide a foundation for defining and tracking the community funnel."}],"markDefs":[],"style":"normal"},{"_key":"0877e680ab33","_type":"block","children":[{"_key":"97985f80c7ad0","_type":"span","marks":[],"text":"As a result, you'll be able to 1) measure and monitor the success of your (previously elusive) community funnel and 2) pinpoint areas of opportunity to serve community members best and advance them from bystander to advocate faster than ever."}],"markDefs":[],"style":"normal"},{"_key":"d41f9e85a2e0","_type":"block","children":[{"_key":"4eb8d900f61b0","_type":"span","marks":[],"text":"Let's dive in 🤿"}],"markDefs":[],"style":"normal"},{"_key":"9541c930fe6e","_type":"block","children":[{"_key":"69b4f265e7d1","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"81ca071a6d2c","_type":"block","children":[{"_key":"e2ad382b4701","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to define and track our dark funnel ("},{"_key":"0325dc3fb7693","_type":"span","marks":["6c209bfcd504"],"text":"Sign-up for free"},{"_key":"0325dc3fb7694","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"6c209bfcd504","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"b6f39dbdb929","_type":"block","children":[{"_key":"04f7bd842c2e","_type":"span","marks":[],"text":"Identify sources of your dark funnel. In this example, we’ll use Twitter, YouTube, LinkedIn, GitHub, Reddit, and Medium."}],"markDefs":[],"style":"callout"},{"_key":"1c2d42d2834b","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5c89223e0acd","_type":"block","children":[{"_key":"df39409a48bf0","_type":"span","marks":[],"text":"Step 1: Connect to community sources to track member activity"}],"markDefs":[],"style":"h3"},{"_key":"2c94c9171a79","_type":"block","children":[{"_key":"66eb4cbe12370","_type":"span","marks":[],"text":"Our first step is to connect to the sources that comprise our community."}],"markDefs":[],"style":"normal"},{"_key":"d9943821567f","_type":"block","children":[{"_key":"9683938e54c10","_type":"span","marks":[],"text":"For this playbook, we will broadly define our community as any user touchpoint that mentions relevant topics to our product or brand. By widening the aperture of our community funnel definition, we'll get a complete picture of where our community interacts and areas of opportunity."}],"markDefs":[],"style":"callout"},{"_key":"985234b5ce45","_type":"block","children":[{"_key":"dfd1cf8985090","_type":"span","marks":[],"text":"We'll start by importing sources at the very top of the funnel — think Twitter, Reddit, YouTube, Medium, Stack Overflow, etc. To start, let's connect to Twitter. To begin importing activity from Twitter, all that's required is a Twitter account. First, we'll select to connect to Twitter in the admin settings and authenticate."}],"markDefs":[],"style":"normal"},{"_key":"580056384147","_type":"mainImage"},{"_key":"a1af00f76366","_type":"block","children":[{"_key":"77352f392a410","_type":"span","marks":[],"text":"And from here, we can start pulling in data from relevant handles, hashtags, and keywords."}],"markDefs":[],"style":"normal"},{"_key":"3adabc66b21c","_type":"mainImage","asset":{"_ref":"image-89a5446a9436e787d6a78b69fdf80af15ad19c4b-2230x1360-png","_type":"reference"},"caption":"Add relevant hashtags and keywords to track"},{"_key":"ab94b06dc8ed","_type":"block","children":[{"_key":"01e1920964da0","_type":"span","marks":[],"text":"Click to save changes, and, in a few minutes, we’ll go from a blank slate to data from Twitter flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"6ee872bebda5","_type":"block","children":[{"_key":"15dcdc0e8e0b0","_type":"span","marks":[],"text":"Obviously, our community is not just on Twitter, so we’ll want to run through the same process for other relevant channels like Reddit, YouTube, Medium, Stack Overflow, and pull in relevant context (whatever watering holes your community congregates around)."}],"markDefs":[],"style":"normal"},{"_key":"cb3732032691","_type":"block","children":[{"_key":"c78bcf003eed0","_type":"span","marks":[],"text":"IIn addition to public sources, we'll want to connect some of our first-party sources, like Slack, Discord, Khoros, and GitHub. 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We can now rinse and repeat to ingest data from other first-party sources. Once that's done, we can move on to the next step."}],"markDefs":[],"style":"normal"},{"_key":"82b91b154160","_type":"anchor","label":"Step 2: Set criteria"},{"_key":"e3ba0445fb7e","_type":"block","children":[{"_key":"ab7a10f128c70","_type":"span","marks":[],"text":"Step 2: Set criteria for the stages of your dark funnel"}],"markDefs":[],"style":"h3"},{"_key":"a7972ddcb7b2","_type":"block","children":[{"_key":"b31064a05e080","_type":"span","marks":[],"text":"With data flowing into Common Room, you can head over to the Organization or Member view to see the members of your community and context about them (e.g., firmographics about where they work)."}],"markDefs":[],"style":"normal"},{"_key":"33c345c7c62c","_type":"block","children":[{"_key":"7d3e4380a9ee0","_type":"span","marks":[],"text":"Your member view should look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"45e2cea2cda6","_type":"mainImage","asset":{"_ref":"image-8ce5dc9ba3ad9eea08aa5493f90c263564a47659-2932x1832-png","_type":"reference"},"caption":"Member view in Common Room"},{"_key":"484b125a57b4","_type":"block","children":[{"_key":"4901e4420dcc0","_type":"span","marks":[],"text":"From here, we can start tinkering with filters to understand how we want to define the stages of our community funnel."}],"markDefs":[],"style":"normal"},{"_key":"782ec2a6cb64","_type":"block","children":[{"_key":"c8b36ad711340","_type":"span","marks":[],"text":"Jumping into the "},{"_key":"523500ec0741","_type":"span","marks":["strong"],"text":"Member"},{"_key":"05c1afabb1fd","_type":"span","marks":[],"text":" tab, we can see that our starting point is just under 17k members. And we can now start to define funnel stages to track milestones and engagement."}],"markDefs":[],"style":"normal"},{"_key":"758ddfd3490a","_type":"block","children":[{"_key":"64a6590abf170","_type":"span","marks":[],"text":"Let’s start by defining our most active part of the dark funnel by adding a filter for activity from Slack and GitHub in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"26f22a31c13d","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Active Slack and GitHub members in the last 12 weeks"},{"_key":"51598f4156aa","_type":"block","children":[{"_key":"0f7265b5e6440","_type":"span","marks":[],"text":"This gets us down to almost 378 members and is a good starting point for defining our active community members. We're satisfied, and we'll define this cohort as Active members."}],"markDefs":[],"style":"normal"},{"_key":"2d33e85c8231","_type":"block","children":[{"_key":"40bbdf1c335e0","_type":"span","marks":["strong"],"text":"Active"},{"_key":"40bbdf1c335e1","_type":"span","marks":[],"text":" = activity tracked on our Slack or GitHub channels in the last 12 weeks."}],"markDefs":[],"style":"callout"},{"_key":"fa270d987fcf","_type":"block","children":[{"_key":"5c28330b088d0","_type":"span","marks":[],"text":"Next, we'll expand our audience and channels to define the Consumer stage. The inference here is community members who consume content from others but are not actively participating in the conversation. Think of this group as the equivalent to the active Twitter user who doesn't post Tweets."}],"markDefs":[],"style":"normal"},{"_key":"30ff9c8c6aac","_type":"mainImage","asset":{"_ref":"image-73156233b5d68a0328a8e601d512d3c9abc0c0db-598x510-png","_type":"reference"},"caption":"Add an activity filter"},{"_key":"0abc2af47d23","_type":"block","children":[{"_key":"465c469ea0af0","_type":"span","marks":["strong"],"text":"Consumer"},{"_key":"59dcf7a8375a","_type":"span","marks":[],"text":" = active in the 12 weeks across any of our connected sources."}],"markDefs":[],"style":"callout"},{"_key":"7b3ceacb6c49","_type":"block","children":[{"_key":"89916f1d46f50","_type":"span","marks":[],"text":"And finally, we’ll want to define a "},{"_key":"707687f1f3c9","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"f911e3213e04","_type":"span","marks":[],"text":" cohort. This is just the rest of our tracked community that has not been active in the last 12 weeks."}],"markDefs":[],"style":"normal"},{"_key":"50068d7f4487","_type":"mainImage","alt":"Last active filter","asset":{"_ref":"image-7ebe516c43b036ddd182ea16ed6fbff8f49805ea-970x766-png","_type":"reference"},"caption":"Last active filter"},{"_key":"b8be1a03f5cd","_type":"block","children":[{"_key":"00e9a34239af0","_type":"span","marks":["strong"],"text":"Dormant"},{"_key":"00e9a34239af1","_type":"span","marks":[],"text":" = last active > 12 weeks ago (84 days)"}],"markDefs":[],"style":"callout"},{"_key":"ef420772418f","_type":"block","children":[{"_key":"cf084f673d3d0","_type":"span","marks":[],"text":"That feels like a good starting point. We can now start tagging members as they move in and out of stages."}],"markDefs":[],"style":"normal"},{"_key":"80934a84838d","_type":"anchor","label":"Step 3: Auto-tag members"},{"_key":"34b071f11980","_type":"block","children":[{"_key":"2c1251fa0b110","_type":"span","marks":[],"text":"Step 3: Tag members of your community as they move in and out of stages"}],"markDefs":[],"style":"h3"},{"_key":"1c4c184e5719","_type":"block","children":[{"_key":"749d99c1d5f60","_type":"span","marks":[],"text":"To tag community members, we'll jump over to the Segments view in Common Room. We'll click to create a new segment and label each stage. For good measure, we suggest including a description so your teammates will have context on the criteria of each stage."}],"markDefs":[],"style":"normal"},{"_key":"0226bcb1ca81","_type":"block","children":[{"_key":"781fb639c01d0","_type":"span","marks":[],"text":"We can also add statuses for each of our stages and track the progress of community members as they move from one status to another."}],"markDefs":[],"style":"normal"},{"_key":"ea13a8eb4de4","_type":"mainImage","asset":{"_ref":"image-2757772da8dedacc69458aa9c90e6bdf75b601bc-2932x1832-png","_type":"reference"},"caption":"Community funnel stages by member status"},{"_key":"a6473924956a","_type":"block","children":[{"_key":"41e6c03bd5070","_type":"span","marks":[],"text":"After creating a segment, we can locate the "},{"_key":"a6f39950fe7b","_type":"span","marks":["strong"],"text":"Member"},{"_key":"be1d53a3529b","_type":"span","marks":[],"text":" "},{"_key":"17aecdc7e31c","_type":"span","marks":["strong"],"text":"management"},{"_key":"40650b6218d0","_type":"span","marks":[],"text":" section and click the "},{"_key":"00e4d6848296","_type":"span","marks":["strong"],"text":"Configure"},{"_key":"e26e0c5c4f54","_type":"span","marks":[],"text":" button to auto-add/remove members throughout our funnel."}],"markDefs":[],"style":"normal"},{"_key":"929162ffb0e2","_type":"block","children":[{"_key":"616abd83fc060","_type":"span","marks":[],"text":"Select to auto-update a new status we just created. Let’s start with defining the "},{"_key":"e4d34d5f47e3","_type":"span","marks":["strong"],"text":"Active"},{"_key":"7f64940f9141","_type":"span","marks":[],"text":" status."}],"markDefs":[],"style":"normal"},{"_key":"fa75408e91e5","_type":"mainImage","asset":{"_ref":"image-56c9ad00dec2d80385d1478860b1ad028cc45032-1930x714-png","_type":"reference"},"caption":"Filter to update a member status"},{"_key":"77b39af9502f","_type":"block","children":[{"_key":"e664956fed0b0","_type":"span","marks":[],"text":"We'll adjust the criteria to what was previously defined (activity tracked on our Slack or GitHub channels in the last 12 weeks), click "},{"_key":"0644bf739dfb","_type":"span","marks":["strong"],"text":"Save"},{"_key":"3bc87c6c57fb","_type":"span","marks":[],"text":", and our first community stage cohort will start to propagate."}],"markDefs":[],"style":"normal"},{"_key":"159b4f9e59e9","_type":"block","children":[{"_key":"61541ff15c300","_type":"span","marks":[],"text":"We’ll do the same for the other stages by clicking and repeating the process — select "},{"_key":"125803d1e515","_type":"span","marks":["strong"],"text":"Set criteria"},{"_key":"3aada13da075","_type":"span","marks":[],"text":" and activating auto status updates."}],"markDefs":[],"style":"normal"},{"_key":"25a43cd924b3","_type":"mainImage","asset":{"_ref":"image-af5a9c6b5608d5a6e12316d00d603e5d7cfb4c84-1932x994-png","_type":"reference"},"caption":"Set criteria to auto-update all stages of the funnel"},{"_key":"dd0ec52d7609","_type":"anchor","label":"Wrapping up"},{"_key":"da4471cebcbf","_type":"block","children":[{"_key":"a6aff702aa64","_type":"span","marks":[],"text":"Wrapping up"}],"markDefs":[],"style":"h3"},{"_key":"48e6f4672850","_type":"block","children":[{"_key":"6b56a677ef5f0","_type":"span","marks":[],"text":"And that’s pretty much all there is to it. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! On top of it all, you need to find time to welcome, onboard, and check in with every new member on Slack and Discord.\n\nDon’t worry, you simply need to automate those tasks to make it all work!\n\nCommon Room allows you to quickly set up "},{"_key":"1770bac5116d1","_type":"span","marks":["68a33d967409"],"text":"automated Workflows"},{"_key":"1770bac5116d2","_type":"span","marks":[],"text":" for your Slack community. Our Slack integration lets you save time and stay on top of some of the most important community tasks at scale.\n\nIn the case of welcoming and onboarding new members, you can create an Onboarding Journey Workflow that allows you to send a custom message to members when they join your Slack community. 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onboarding new community members is a make-or-break moment."}],"markDefs":[],"style":"normal"},{"_key":"ba17a2d532ea","_type":"block","children":[{"_key":"5396a8cc137e0","_type":"span","marks":[],"text":"Dropping new members into a Slack or Discord community without guidance or context could make them feel overwhelmed or unwelcome — like entering a party with strangers. 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("},{"_key":"3f7daa1ab3c71","_type":"span","marks":["9cde2e879c36"],"text":"Sign-up for free"},{"_key":"3f7daa1ab3c72","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"9cde2e879c36","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"4fccf71436d9","_type":"block","children":[{"_key":"87dd78b93fae","_type":"span","marks":[],"text":"- A Slack or Discord workspace"}],"markDefs":[],"style":"callout"},{"_key":"7162205cc86f","_type":"anchor","label":"Step 1: Connect to sources"},{"_key":"26a2fce76d90","_type":"block","children":[{"_key":"1b32cfdcd73d","_type":"span","marks":[],"text":"Step 1: Connect to Slack or Discord"}],"markDefs":[],"style":"h3"},{"_key":"c8e27d65ef47","_type":"block","children":[{"_key":"b30d727675000","_type":"span","marks":[],"text":"For this exercise, imagine you have a growing global Slack community and are falling behind at sending prompt welcome messages."}],"markDefs":[],"style":"normal"},{"_key":"c03ea3023848","_type":"block","children":[{"_key":"de20b02468f40","_type":"span","marks":[],"text":"We’ll need to connect Slack to Common Room to set up automated welcome messages. To do that, we can head over to "},{"_key":"919b8956cd7f","_type":"span","marks":["strong"],"text":"Settings"},{"_key":"79d08c81c0c5","_type":"span","marks":[],"text":" in Common Room and choose to connect to Slack."}],"markDefs":[],"style":"normal"},{"_key":"7b6fd9c85cca","_type":"mainImage","asset":{"_ref":"image-314c79a0ac1ac264edfb4276a2a7bccdbc8f20b2-1456x932-png","_type":"reference"},"caption":"Connect to Slack"},{"_key":"b465fb9bdcac","_type":"block","children":[{"_key":"b7b1d1b17cb70","_type":"span","marks":["strong"],"text":"Note:"},{"_key":"b7b1d1b17cb71","_type":"span","marks":[],"text":" You’ll need permission to add applications to your Slack workspace."}],"markDefs":[],"style":"callout"},{"_key":"0d07a9410b1d","_type":"block","children":[{"_key":"eb8402ece1e80","_type":"span","marks":[],"text":"Follow the connection prompts, authenticate, and you’ll see Slack activity in Common Room after a few minutes."}],"markDefs":[],"style":"normal"},{"_key":"4efdfc211a55","_type":"block","children":[{"_key":"d513fe02f1e80","_type":"span","marks":[],"text":"Once connected, we can start to build our welcome message workflow."}],"markDefs":[],"style":"normal"},{"_key":"661eb938945e","_type":"anchor","label":"Step 2: Create message workflow"},{"_key":"edef8d949661","_type":"block","children":[{"_key":"a4e080eb15370","_type":"span","marks":[],"text":"Step 2: Create a welcome message workflow"}],"markDefs":[],"style":"h3"},{"_key":"7cc129589092","_type":"block","children":[{"_key":"d189a63666050","_type":"span","marks":["e5f5219a1338"],"text":"Once in your room"},{"_key":"d189a63666051","_type":"span","marks":[],"text":" (what we call your instance of Common Room), let’s navigate to the "},{"_key":"ffb533a4fe61","_type":"span","marks":["strong"],"text":"Workflows"},{"_key":"f7b535e17e36","_type":"span","marks":[],"text":" view from the left-side menu, and click on "},{"_key":"686f0c6f003a","_type":"span","marks":["strong"],"text":"+ New Workflow"},{"_key":"10365a2e9c81","_type":"span","marks":[],"text":". And we’ll choose the onboarding journey workflow."}],"markDefs":[{"_key":"e5f5219a1338","_type":"link","href":"https://app.commonroom.io/"}],"style":"normal"},{"_key":"386dd96751f3","_type":"mainImage","asset":{"_ref":"image-3b1a1d0255c63973092930d3923b9d55ec121900-1526x828-png","_type":"reference"}},{"_key":"a98c96bef2d7","_type":"block","children":[{"_key":"3c8faf8acea20","_type":"span","marks":[],"text":"Choose the Slack Onboarding Journey and click "},{"_key":"681f5235c768","_type":"span","marks":["strong"],"text":"Create"},{"_key":"baf67b8eaa0e","_type":"span","marks":[],"text":". And now we’ll find ourselves creating our first workflow!"}],"markDefs":[],"style":"normal"},{"_key":"d5e85c57512f","_type":"mainImage","asset":{"_ref":"image-ea7088b8365315d7e18a6f27c3357802b4e911a9-1526x828-png","_type":"reference"}},{"_key":"c5ebaf32ba6c","_type":"block","children":[{"_key":"ff6660c66cd30","_type":"span","marks":[],"text":"You’ll be taken to a workflow canvas with a pre-built onboarding journey workflow."}],"markDefs":[],"style":"normal"},{"_key":"0ad4fefad848","_type":"block","children":[{"_key":"a413e20385210","_type":"span","marks":[],"text":"The first thing we’ll do is confirm we’re connected to the right Slack workspace and choose the duration of our wait step before sending our welcome message."}],"markDefs":[],"style":"normal"},{"_key":"5d72c5d198a1","_type":"block","children":[{"_key":"233889a398930","_type":"span","marks":[],"text":"In our Uncommon community, we wait 30 minutes (this is the default) before we send a message to our new members. You can choose what the right number is for you. In minutes, days, or months (maybe don’t wait months to welcome your new members, though 😜)."}],"markDefs":[],"style":"normal"},{"_key":"e0f715f32c06","_type":"mainImage","asset":{"_ref":"image-b96757d21b41b2a31daf5c7b9d7c4e25add12094-744x488-png","_type":"reference"},"caption":"Select a wait duration to send a welcome message"},{"_key":"6997e1b58144","_type":"workflowReference","workflow":{"_ref":"508bf203-a59e-4cad-9e04-14e2b2dcde90","_type":"reference"}},{"_key":"b5d19a12a552","_type":"anchor","label":"Step 3: Send messages (optional)"},{"_key":"3b88b0b51d16","_type":"block","children":[{"_key":"d3bdfba93fcc","_type":"span","marks":[],"text":"Step 3 (optional): Send personalized messages based on member traits"}],"markDefs":[],"style":"h3"},{"_key":"d7b66b5a82d3","_type":"block","children":[{"_key":"185b5c2beb6a0","_type":"span","marks":[],"text":"As you scroll to the next section in the workflow, you’ll see an area titled "},{"_key":"185b5c2beb6a1","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Continue if specific filters apply"},{"_key":"185b5c2beb6a2","_type":"span","marks":[],"text":"."}],"markDefs":[],"style":"normal"},{"_key":"27b431c616fa","_type":"block","children":[{"_key":"a5c2125a9e0e0","_type":"span","marks":[],"text":"This is a small section, but it’s mighty. It enables you to get granular and create personalized onboarding experiences if you need/want to."}],"markDefs":[],"style":"normal"},{"_key":"751fd69b9c96","_type":"block","children":[{"_key":"8395633d900f0","_type":"span","marks":[],"text":"To show how this works, we’ll add a fork to the workflow by adding a filter by member role. For example, we can select "},{"_key":"c79ac76af7cc","_type":"span","marks":["strong"],"text":"Marketing"},{"_key":"88bb12cb3192","_type":"span","marks":[],"text":" and "},{"_key":"897a4bcc70d1","_type":"span","marks":["strong"],"text":"Sales"},{"_key":"f6b6fbae3825","_type":"span","marks":[],"text":" roles to send custom welcome messages, letting them know they’ll be booted for sending spam to our community members."}],"markDefs":[],"style":"normal"},{"_key":"63b9fd2c8f9b","_type":"mainImage","asset":{"_ref":"image-465b51493ad80ebe4eb2a5fb38c09225e071b0d1-806x1110-png","_type":"reference"},"caption":"Personalize your welcome message with filters for \"Member\" or \"Organization\" traits"},{"_key":"e217c9b21a15","_type":"block","children":[{"_key":"edad3ad47ca40","_type":"span","marks":[],"text":"If you don’t need to send a personalized message, just toggle this step off by clicking the top left blue button. "},{"_key":"edad3ad47ca41","_type":"span","marks":["em"],"text":"Blue means on, and grey means off."}],"markDefs":[],"style":"normal"},{"_key":"89c28f3e8f0d","_type":"anchor","label":"Step 4: Schedule messages (optional)"},{"_key":"7d54212be9e8","_type":"block","children":[{"_key":"407fe5fb93bb0","_type":"span","marks":[],"text":"Step 4 (optional): Set working hours for message sends"}],"markDefs":[],"style":"h3"},{"_key":"2fd55a9ceba6","_type":"block","children":[{"_key":"6738d9f4fed90","_type":"span","marks":[],"text":"As we move down the logic tree, there’s an option to "},{"_key":"6738d9f4fed91","_type":"span","marks":["strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong","strong"],"text":"Wait for working hours"},{"_key":"6738d9f4fed92","_type":"span","marks":[],"text":". This is an especially helpful option for expectation setting. If you have (or are) a dedicated community manager, you may want to set expectations for when people can expect to receive a message from you."}],"markDefs":[],"style":"normal"},{"_key":"aa10d2b9b55b","_type":"block","children":[{"_key":"cc1f83a297070","_type":"span","marks":[],"text":"🔥 "},{"_key":"cc1f83a297071","_type":"span","marks":["strong"],"text":"Tip:"},{"_key":"cc1f83a297072","_type":"span","marks":[],"text":" When building your message, consider what you want your new members to know and what action you want them to take."}],"markDefs":[],"style":"callout"},{"_key":"0b51883b82c4","_type":"anchor","label":"Step 5: Draft your message"},{"_key":"9361290543d3","_type":"block","children":[{"_key":"65ad32d0af29","_type":"span","marks":[],"text":"Step 5: Draft and preview your welcome message"}],"markDefs":[],"style":"h3"},{"_key":"2ba08380ee5e","_type":"block","children":[{"_key":"61b1d7e29bce0","_type":"span","marks":[],"text":"In our next step, we'll draft the welcome message new members will see. 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Those folks spread the word to like-minded peers. This leads to more product adoption and happy customers (i.e., more champions are created). And the process repeats."}],"markDefs":[],"style":"normal"},{"_key":"944b14b2d4cc","_type":"block","children":[{"_key":"d907425b2c9f0","_type":"span","marks":[],"text":"While we can’t help with building a beloved product, this tutorial will give you a method to identify customers who love your product and share it with others. 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"},{"_key":"785469e360022","_type":"span","marks":["6c7683412490"],"text":"See permissions →"}],"markDefs":[{"_key":"6c7683412490","_type":"link","href":"https://docs.commonroom.io/get-started/integrations/slack#required-permissions"}],"style":"callout"},{"_key":"854d2b398051","_type":"block","children":[{"_key":"4df9ee67226d0","_type":"span","marks":[],"text":"Authenticate and continue through the remaining steps to connect Slack. Once connected, after a few minutes, you should see data from your Slack channel flowing into Common Room."}],"markDefs":[],"style":"normal"},{"_key":"7cfad14a90a5","_type":"block","children":[{"_key":"1aa2143130420","_type":"span","marks":[],"text":"We can repeat this step to connect additional sources. ("},{"_key":"1aa2143130421","_type":"span","marks":["588bc73bcaac"],"text":"See our catalog of integrations"},{"_key":"4a571d8d60e3","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"588bc73bcaac","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"9bd4f78176e5","_type":"anchor","label":"Step 2: Set the bar"},{"_key":"6111539feeba","_type":"block","children":[{"_key":"9c05c4f251f8","_type":"span","marks":[],"text":"Step 2: Set the bar for a champion"}],"markDefs":[],"style":"h3"},{"_key":"540bd9d1111d","_type":"block","children":[{"_key":"34748a2c32620","_type":"span","marks":[],"text":"Next, we’ll want to align on the criteria for identifying a champion."}],"markDefs":[],"style":"normal"},{"_key":"9039c7b66dd8","_type":"block","children":[{"_key":"daa0fd8442750","_type":"span","marks":[],"text":"Now, there are many considerations for what to include depending on your product and community traction — product activity, community contributions, outspoken posts about your brand, etc."}],"markDefs":[],"style":"normal"},{"_key":"62d7415d90d6","_type":"block","children":[{"_key":"3c17b99a84430","_type":"span","marks":[],"text":"For this tutorial, we’ll use the actual criteria for identifying champions in our own "},{"_key":"3c17b99a84431","_type":"span","marks":["efeceef04965"],"text":"Uncommon Community"},{"_key":"3c17b99a84432","_type":"span","marks":[],"text":" — "},{"_key":"3c17b99a84433","_type":"span","marks":["strong"],"text":"top community contributors (specifically in Slack) + active product user + impact points > 100"},{"_key":"3c17b99a84434","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"efeceef04965","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"a0969f82b2f3","_type":"block","children":[{"_key":"0e6a9309a04b0","_type":"span","marks":[],"text":"To add a bit more context, Slack is the core platform we use for daily community interactions. 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If you need any guidance, you can always "},{"_key":"2f8a6dccb70c1","_type":"span","marks":["aa7312a51685"],"text":"book a working session with us here →"}],"markDefs":[{"_key":"aa7312a51685","_type":"link","href":"https://www.commonroom.io/contact/"}],"style":"normal"},{"_key":"0dd31b59187d","_type":"mainImage","asset":{"_ref":"image-14169495138a4fa70f175b5a438ca7c6610892a2-2932x1832-png","_type":"reference"},"caption":"Filter and view for active Slack members"},{"_key":"e5c0827a4f23","_type":"block","children":[{"_key":"cfa9ec521f430","_type":"span","marks":[],"text":"Using the criteria above, we match about 150 members, which feels like a good start. 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here to weigh in on the Slack vs. Discord debate, and also including Discourse in the mix, given these are three of the most popular options on the market today. 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Discourse allows you to host a library of discussion posts and other content created by the community. This content is indexable to make it easier to find in search engine results. 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three popular channels AND help you decide which one is best for your community."}],"markDefs":[],"style":"normal"}],"integrations":[{"_key":"36b8db3387ac","_ref":"43798970-db53-4d39-bd02-6414bf583f20","_type":"reference"},{"_key":"6c6a21e4a335","_ref":"da7f128f-4f0e-4339-9931-278e0d5e08bf","_type":"reference"},{"_key":"a59429178c7b","_ref":"f8f58589-552c-4b66-9006-a30c86475052","_type":"reference"}],"mainImage":{"_type":"mainImage","alt":"Slack vs. Discord vs. Discourse as your community channel","asset":{"_ref":"image-418858fdeb04f53bc1daea8cb7b7a0224d0daeea-2400x1260-png","_type":"reference"}},"publishedAt":"2022-08-18T16:00:01.336Z","slug":{"_type":"slug","current":"discord-vs-slack-vs-discourse-as-your-community-channel"},"status":"archived","title":"How to choose Slack, Discord, or Discourse as your community channel?","id":"-0fe69b46-92d5-58d2-9a6c-1b6493f57db1","children":[],"parent":null,"__gatsby_resolved":{"slug":{"current":"discord-vs-slack-vs-discourse-as-your-community-channel","_type":"slug"},"isPublished":false,"publishedAt":"2022-08-18T16:00:01.336Z","status":"archived","categories":[{"_id":"5793e7d1-0516-48d9-a00d-cfbc05f1084d"},{"_id":"269d3573-24ab-4b5a-adf1-5cd08cc275f2"}]}},{"_id":"59866404-523a-4dee-a925-00a257fbe950","_type":"post","_rev":"uHf52NZSMBwhtF9dKWNNnh","_createdAt":"2022-02-09T23:40:36Z","_updatedAt":"2026-04-08T22:36:03Z","authors":[{"_key":"7e7bd7d8d3bf","_type":"authorReference","author":{"_ref":"9ebf214e-0616-4bc9-bd71-2d28e992f103","_type":"reference"}}],"body":[{"_key":"ffbbeb519c6c","_type":"block","children":[{"_key":"b74bfd584110","_type":"span","marks":[],"text":"At Common Room we’re serving "},{"_key":"9fac53b76049","_type":"span","marks":["f55365d68a22"],"text":"over 2 million community members"},{"_key":"9be004829471","_type":"span","marks":[],"text":" and have unique insight into how organizations successfully build communities, including what makes an effective community technology stack. Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[{"_key":"f55365d68a22","_type":"link","href":"https://www.commonroom.io/blog/community-is-how/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=TL"}],"style":"normal"},{"_key":"c274862a3f7f","_type":"block","children":[{"_key":"d2e9a7e584c1","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. These dual goals are likely reflected in conversations you have with leaders and counterparts in marketing, customer success, and community operations when trying to answer questions such as “How do I better prove the value of our community work to our business objectives?” and “What combination of tools are others using to achieve this?”"}],"markDefs":[],"style":"normal"},{"_key":"4ca48b5a453c","_type":"block","children":[{"_key":"29bbc434b4d8","_type":"span","marks":[],"text":"We’ve previously covered the "},{"_key":"3fab69b8b7d01","_type":"span","marks":["891ab4e97621"],"text":"technical considerations"},{"_key":"3fab69b8b7d02","_type":"span","marks":[],"text":" you should work through when building your community technology stack. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. We'll highlight the additional tools and data sources you should include in your community technology stack—and connect to your community intelligence platform—to both support your community through its stages of growth and demonstrate its positive impact on your business."}],"markDefs":[{"_key":"891ab4e97621","_type":"link","href":"https://www.commonroom.io/blog/technical-considerations-evaluate-community-stack/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=best-practices"}],"style":"normal"},{"_key":"69d4eef14196","_type":"block","children":[{"_key":"7079109e9d43","_type":"span","marks":[],"text":"Overview of data providers"}],"markDefs":[],"style":"h3"},{"_key":"28217b8f7874","_type":"block","children":[{"_key":"7a8a99fcac4a","_type":"span","marks":[],"text":"There is no shortage of tools for a community manager to choose from, and the list continues to grow every day—Lisa Xu recently drew "},{"_key":"4c4e36c7f1de","_type":"span","marks":["aa37ce8cd804"],"text":"this community solutions landscape visual"},{"_key":"146996ac6a0f","_type":"span","marks":[],"text":". To help make better sense of what’s out there, we think about tools across two broad buckets: community engagement and business data."}],"markDefs":[{"_key":"aa37ce8cd804","_type":"link","href":"https://lisamxu.medium.com/the-next-generation-of-community-infrastructure-f9fc04031a9c"}],"style":"normal"},{"_key":"e55ebf3ae36a","_type":"block","children":[{"_key":"57db43604837","_type":"span","marks":["strong"],"text":"Community engagement"},{"_key":"8c2ef540993e","_type":"span","marks":[],"text":" tools are designed to encourage and facilitate interactions between community members themselves and also between members and your company. They are focused on many different categories, including chat, forum, social, developer-specific, customer service, events, recognition, and learning management systems, to name a few. To meet the varying needs of different communities, the engagement these tools provide can take many forms, such as conversations, pull requests, identification of bugs, product feature requests, event attendance, public speaking engagements, and the passing of certification exams or other badges of expertise. In other words, these are various ways in which community members can build up their social capital."}],"markDefs":[],"style":"normal"},{"_key":"9073baba3551","_type":"block","children":[{"_key":"ebb84b5f25a4","_type":"span","marks":[],"text":"As it relates to "},{"_key":"6905b9fc821b","_type":"span","marks":["strong"],"text":"business data"},{"_key":"e66932ea8623","_type":"span","marks":[],"text":", there are tools storing data about your customers, product usage, and revenue. Typically this is internal or proprietary company data that adds business-specific context to your community engagement data, such as what pricing plan they’re on, what parts of your product they use most (or least) often, and how much they’re spending with you. This type of data is commonly stored in a data warehouse and / or a CRM."}],"markDefs":[],"style":"normal"},{"_key":"29bd2801ce83","_type":"mainImage","alt":"Common Room is a community intelligence platform that brings together community engagement, product usage, and customer data into a single place","asset":{"_ref":"image-333413574e0c4cf72e4843067934965ce8244e03-2460x1234-png","_type":"reference"}},{"_key":"053c67301014","_type":"block","children":[{"_key":"fda7f12e6140","_type":"span","marks":[],"text":"For the full list of source integrations supported by Common Room, "},{"_key":"622b47b11f1f","_type":"span","marks":["7d7358ea4e03"],"text":"click here"},{"_key":"4b19df85c637","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"7d7358ea4e03","_type":"link","href":"https://www.commonroom.io/integrations/?utm_medium=blog&utm_source=uncommon&utm_campaign=community-tech-stack&utm_content=integrations"}],"style":"normal"},{"_key":"55ace2c933ec","_type":"block","children":[{"_key":"2cb60aec63ad","_type":"span","marks":[],"text":"Community technology stack by maturity curve"}],"markDefs":[],"style":"h3"},{"_key":"250f5bc1f5d7","_type":"block","children":[{"_key":"f71cad02fc36","_type":"span","marks":[],"text":"The tools in your community technology stack enable you to build and engage your community through each phase of the community maturity curve. The seed and growth phases typically involve what we call “community integrations,” many of which are free to get started on (for example, Slack has a free tier, Discourse is open source, and services like Twitter and GitHub are free to use). As you graduate to measuring business impact, you’ll start connecting “business integrations,” which are typically paid tools like Salesforce and Snowflake. Investing in the right mix of tools will help you support your community and achieve your business goals, which should reflect your community’s goals—a better experience delivered faster—in each phase. 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Your efforts will be on trying to increase membership and the number of interactions or engagements within your community. If you start seeing community responsiveness—community questions being answered by other community members—increasing, that’s a sign that you’re building a self-sustaining and healthy space."}],"markDefs":[],"style":"normal"},{"_key":"0085041d628c","_type":"block","children":[{"_key":"a9a6374a5f27","_type":"span","marks":[],"text":"Phase 2: Facilitating growth and sustained engagement"}],"markDefs":[],"style":"h4"},{"_key":"d1ad2202a31e","_type":"block","children":[{"_key":"539121c8226e","_type":"span","marks":[],"text":"As your community continues to grow, you’re looking to support and manage more ways for members to interact with your company, your product, and each other. At this phase, we typically see customers adding a forum (like Discourse or Stack Overflow) to offer a searchable knowledge base, a code repository (like GitHub) for pull and feature requests and feedback, and/or a customer support platform (like Intercom) to manage support tickets. Investing in these additional sources of engagement and communication allows you to identify key contributors, champions, and advocates—members with top activity across multiple sources—to amplify their work and elevate their expertise. You can partner together with your most active and knowledgeable community members to do things like launch workshops and training programs that educate the next generation of product champions, co-create blogs and tutorials, and speak at events. Putting it all together, with a growing and more engaged community, you can begin to analyze the reach and effectiveness of product education, and understand if increased peer-to-peer knowledge sharing correlates to a reduction in required internal support resources (like fewer tickets or shorter resolution times)."}],"markDefs":[],"style":"normal"},{"_key":"bb53e98b9154","_type":"block","children":[{"_key":"cb3f8c526b81","_type":"span","marks":[],"text":"Phase 3: Showing community impact on the business"}],"markDefs":[],"style":"h4"},{"_key":"67079c2634e1","_type":"block","children":[{"_key":"f9dc22908f9b","_type":"span","marks":[],"text":"In this phase, you’re ready to measure and report on direct attribution of community activity against your company’s business goals (typically product adoption and revenue). This means being able to answer questions like, “Does your product get stickier or grow adoption within an organization as members spend time in the community?”, “Does community engagement assist with closing customers faster?” and “What is the impact of community engagement on the overall customer funnel?”"}],"markDefs":[],"style":"normal"},{"_key":"67d9c20f1480","_type":"block","children":[{"_key":"633745934622","_type":"span","marks":[],"text":"This is where we see our more sophisticated community-led customers connect their business tools and internal company data into their community technology stack. This is usually customer data—such as Salesforce or HubSpot—and product usage—stored in a data warehouse like Snowflake or Redshift. Now you’re able to create an end-to-end link from when, how, and why a member joined your community, what their activity is like, and their progression through your sales process to becoming a paying customer. In other words, you’ll be able to qualify leads as originating from the community and track their journey from when they start using your product through to how much revenue is attributable to them."}],"markDefs":[],"style":"normal"},{"_key":"b0d46bb3ea18","_type":"block","children":[{"_key":"2eebc19ed7ce","_type":"span","marks":[],"text":"From a product adoption perspective, you can start comparing the health of accounts with community members vs. those without, and its impact on expansion and retention. You can identify which users are highly active in the product but aren’t participating in the community, and dig into why that is. You can also identify members who are inactive in both the product and in the community, and try to provide more individualized outreach to these at-risk members. 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You can also start to identify key behavioral characteristics common across high revenue customers - such as how many community platforms they participate in, what kind of posts they share, and how frequently they engage - to understand where you might be able to improve your community programs and better meet the needs of your members and customers."}],"markDefs":[],"style":"normal"},{"_key":"c7a41a5c76bc","_type":"block","children":[{"_key":"f2bcff893e0c","_type":"span","marks":[],"text":"Now that we’ve covered the tools you should have in your community technology stack as your community grows—and thrives—across the community maturity curve, it’s time to talk about how to get a holistic view of all the data these tools provide."}],"markDefs":[],"style":"normal"},{"_key":"5f59468ad64b","_type":"block","children":[{"_key":"d9a281774f29","_type":"span","marks":[],"text":"A single source of truth for community, customer, and product data"}],"markDefs":[],"style":"h3"},{"_key":"28fe7c6c38ae","_type":"block","children":[{"_key":"340d449e7217","_type":"span","marks":[],"text":"Integrating information across your tools and systems is critical in scaling your community efforts, regardless of the maturity phase your community is in. Without it, your impact is limited by the manual time you have to spend tying data together without adequate visibility into the true impact of your programs. We built Common Room to solve this."}],"markDefs":[],"style":"normal"},{"_key":"5970889d253a","_type":"block","children":[{"_key":"fd6cb1cb8d63","_type":"span","marks":[],"text":"Common Room is the industry-leading intelligent community growth platform. We allow you to instantly connect your community engagement across all channels—including product usage and revenue data—to unlock intelligent insights that let you take action to grow happier customers, measure outcomes, and drive business impact. Ultimately, we want you to build better products, deepen relationships, and grow faster, and your ability to do that accelerates when you can advocate for enduring and deep community investment. 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Our customers follow a community maturity curve across 3 phases: seeding the community (phase 1), facilitating growth and sustained engagement (phase 2), and showing community impact on the business (phase 3). To mature from one phase to the next requires the adoption of multiple platforms and an integration of community and business tools and internal company data."}],"markDefs":[],"style":"normal"},{"_key":"1d69a2da9206","_type":"block","children":[{"_key":"a7dbdf82b0da","_type":"span","marks":[],"text":"As a community manager, you play a critical role in advocating for investment in additional platforms and tools to not only do great community engagement work, but to also bring your whole organization closer to your community and drive business impact. In this article, we’re going to share a roadmap for how to start measuring community impact against business objectives. 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("},{"_key":"1aa2143130421","_type":"span","marks":["588bc73bcaac"],"text":"See our catalog of integrations"},{"_key":"4a571d8d60e3","_type":"span","marks":[],"text":")"}],"markDefs":[{"_key":"588bc73bcaac","_type":"link","href":"https://www.commonroom.io/integrations/"}],"style":"normal"},{"_key":"9bd4f78176e5","_type":"anchor","label":"Step 2: Set the bar"},{"_key":"6111539feeba","_type":"block","children":[{"_key":"9c05c4f251f8","_type":"span","marks":[],"text":"Step 2: Set the bar for a champion"}],"markDefs":[],"style":"h3"},{"_key":"540bd9d1111d","_type":"block","children":[{"_key":"34748a2c32620","_type":"span","marks":[],"text":"Next, we’ll want to align on the criteria for identifying a champion."}],"markDefs":[],"style":"normal"},{"_key":"9039c7b66dd8","_type":"block","children":[{"_key":"daa0fd8442750","_type":"span","marks":[],"text":"Now, there are many considerations for what to include depending on your product and community traction — product activity, community contributions, outspoken posts about your brand, etc."}],"markDefs":[],"style":"normal"},{"_key":"62d7415d90d6","_type":"block","children":[{"_key":"3c17b99a84430","_type":"span","marks":[],"text":"For this tutorial, we’ll use the actual criteria for identifying champions in our own "},{"_key":"3c17b99a84431","_type":"span","marks":["efeceef04965"],"text":"Uncommon Community"},{"_key":"3c17b99a84432","_type":"span","marks":[],"text":" — "},{"_key":"3c17b99a84433","_type":"span","marks":["strong"],"text":"top community contributors (specifically in Slack) + active product user + impact points > 100"},{"_key":"3c17b99a84434","_type":"span","marks":[],"text":"."}],"markDefs":[{"_key":"efeceef04965","_type":"link","href":"https://www.commonroom.io/uncommon/"}],"style":"normal"},{"_key":"a0969f82b2f3","_type":"block","children":[{"_key":"0e6a9309a04b0","_type":"span","marks":[],"text":"To add a bit more context, Slack is the core platform we use for daily community interactions. 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If you need any guidance, you can always "},{"_key":"2f8a6dccb70c1","_type":"span","marks":["aa7312a51685"],"text":"book a working session with us here →"}],"markDefs":[{"_key":"aa7312a51685","_type":"link","href":"https://www.commonroom.io/contact/"}],"style":"normal"},{"_key":"0dd31b59187d","_type":"mainImage","asset":{"_ref":"image-14169495138a4fa70f175b5a438ca7c6610892a2-2932x1832-png","_type":"reference"},"caption":"Filter and view for active Slack members"},{"_key":"e5c0827a4f23","_type":"block","children":[{"_key":"cfa9ec521f430","_type":"span","marks":[],"text":"Using the criteria above, we match about 150 members, which feels like a good start. 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Note that you may need to log out and back into Discourse to successfully ping the webhook. When the ping works correctly, you'll see a "},{"_key":"38e6efeb99174","_type":"span","marks":["code"],"text":"Successful"},{"_key":"38e6efeb99175","_type":"span","marks":[],"text":" delivery status in the webhook settings."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"b1fe394a8be0","_type":"block","children":[{"_key":"519e505f7f070","_type":"span","marks":["strong"],"text":"Enable webhook retries"},{"_key":"519e505f7f071","_type":"span","marks":[],"text":" by opening the Settings tab in Discourse, and enabling the option to \"retry webhook events\"."}],"level":1,"listItem":"number","markDefs":[],"style":"normal"},{"_key":"dc4425c5673e","_type":"block","children":[{"_key":"6c50a657d1e90","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"}],"excerpt":[{"_key":"94cfa9b48e9c","_type":"block","children":[{"_key":"6761ec0c3a5c0","_type":"span","marks":[],"text":"Common Room’s Discourse integration uses a webhook to receive new activity as it occurs. 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Just stick to the must-know-right-now items—with a little personality sprinkled throughout—and you’re all set."}],"markDefs":[],"style":"normal"},{"_key":"9e0eb95a68a5","_type":"block","children":[{"_key":"17b37115d5cb0","_type":"span","marks":[],"text":"When we started, our welcome message for all Uncommon members addressed four points:"}],"markDefs":[],"style":"normal"},{"_key":"4d46d7cb2950","_type":"block","children":[{"_key":"1637d3e5a24a0","_type":"span","marks":[],"text":"Tips for setting up their profile"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"5695b282d090","_type":"block","children":[{"_key":"45e376561f250","_type":"span","marks":[],"text":"Where to find what within the community"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"c1bf657fd6e5","_type":"block","children":[{"_key":"97ffa0dd83d10","_type":"span","marks":[],"text":"Who to contact with questions"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c39707e9aec","_type":"block","children":[{"_key":"dec55c11da620","_type":"span","marks":[],"text":"A link to our code of conduct"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"d83ec223a8d9","_type":"block","children":[{"_key":"6473530321de0","_type":"span","marks":[],"text":"Other helpful items could be conversation prompts to kick off engagement or links to other resources, such as:"}],"markDefs":[],"style":"normal"},{"_key":"c35ac9f338be","_type":"block","children":[{"_key":"053397a50e4d0","_type":"span","marks":[],"text":"Expert articles"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"1b8edd08b0cc","_type":"block","children":[{"_key":"6c6460a1bf2d","_type":"span","marks":[],"text":"Product overviews"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8c6216b1a5ad","_type":"block","children":[{"_key":"3c55d4ca25f6","_type":"span","marks":[],"text":"Other community channels"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"9bcfd305ee6b","_type":"block","children":[{"_key":"992e08f59deb","_type":"span","marks":[],"text":"Whatever you feel best fits the message!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"bfbc1a3efda4","_type":"block","children":[{"_key":"9e24a208c0e10","_type":"span","marks":[],"text":"How to best say 'welcome to the community'"}],"markDefs":[],"style":"h3"},{"_key":"68d74ac798af","_type":"block","children":[{"_key":"895876078ccf0","_type":"span","marks":[],"text":"As for delivering that message, you have options. These will vary slightly depending on if you're using "},{"_key":"d827d7099f53","_type":"span","marks":["5e13e22d830f"],"text":"Slack, Discord, Discourse"},{"_key":"07bd6808504c","_type":"span","marks":[],"text":", or a different channel to host your community."}],"markDefs":[{"_key":"5e13e22d830f","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"866b30da1c10","_type":"block","children":[{"_key":"5c2435408a0d","_type":"span","marks":[],"text":"You should also consider how many people you’re welcoming per day, how hands-on your team wants to be, and which method would best fit the way your community operates."}],"markDefs":[],"style":"normal"},{"_key":"e59218ae45cb","_type":"block","children":[{"_key":"83449f0272f8","_type":"span","marks":[],"text":"How to automate your welcome message (with examples!)"}],"markDefs":[],"style":"h2"},{"_key":"8feed4919665","_type":"block","children":[{"_key":"1d6bc2df192d0","_type":"span","marks":[],"text":"When we first started the Uncommon Slack, we used GreetBot to ensure no new member slipped through the cracks, as well as"},{"_key":"551977ec22453","_type":"span","marks":["em"],"text":" "},{"_key":"551977ec22454","_type":"span","marks":[],"text":"a pinned message in the #announcements channel. The two are nearly identical, we just made the GreetBot a bit more concise and included a specific person they could contact with questions."}],"markDefs":[],"style":"normal"},{"_key":"34566ca9973e","_type":"block","children":[{"_key":"22041f7cfddd0","_type":"span","marks":[],"text":"By putting the same message in a public channel, we’re able to ensure everyone sees the message, the message is consistent, and the links will always be around for future reference."}],"markDefs":[],"style":"normal"},{"_key":"43ce5d05cff4","_type":"block","children":[{"_key":"760b4a077445","_type":"span","marks":[],"text":"1. Create and schedule your automated welcome message"}],"markDefs":[],"style":"h3"},{"_key":"c5d57d46e9ac","_type":"block","children":[{"_key":"882fd0f605c2","_type":"span","marks":[],"text":"Since we launched the Uncommon Slack, Common Room has added a brilliant automations feature set that enables you to create and schedule automated welcome messages to be sent to every new member that joins your community directly from a team member instead of a bot."}],"markDefs":[],"style":"normal"},{"_key":"f45e40ce1856","_type":"block","children":[{"_key":"05548a5763d8","_type":"span","marks":[],"text":"The goal here is to ensure that every newcomer has a personal invitation to interact with a member of the community's host team. It's an effective way to open the door to conversation early."}],"markDefs":[],"style":"normal"},{"_key":"f0664ea894a6","_type":"block","children":[{"_key":"a2fd70b956350","_type":"span","marks":[],"text":"2. Keep it short and sweet"}],"markDefs":[],"style":"h3"},{"_key":"590d1b8c85a6","_type":"block","children":[{"_key":"77a2ae86f468","_type":"span","marks":[],"text":"When we moved from GreetBot to Common Room's automations, we polled the Uncommon community about the message they'd prefer to receive. One option was longer and disclosed that it was an automated hello, while the other was shorter and did not provide the disclosure."}],"markDefs":[],"style":"normal"},{"_key":"929402035d09","_type":"block","children":[{"_key":"d70603729c64","_type":"span","marks":[],"text":"The community unanimously voted that shorter was sweeter as a welcome message, and today every new member receives this message:"}],"markDefs":[],"style":"normal"},{"_key":"00bab0192f2c","_type":"block","children":[{"_key":"46c476c09112","_type":"span","marks":["em"],"text":"Hey [awesome new member name]!\n\nI just wanted to say hi and welcome you to the Uncommon community—I'm Rebecca and it's a joy to have you here.\n\nI'd love to know what brought you to the community and something you're hoping to learn or share. And I want "},{"_key":"8e031ad11195","_type":"span","marks":[],"text":"you"},{"_key":"9a4787468328","_type":"span","marks":["em"],"text":" to know that if you have any questions, you're welcome to ask me or the community anything!\n"},{"_key":"c433b6d2cb31","_type":"span","marks":["strong","em"],"text":"\nTo help you get started:"}],"markDefs":[],"style":"normal"},{"_key":"6e0c9c95d2b0","_type":"block","children":[{"_key":"639e8db579fb","_type":"span","marks":["em"],"text":"You'll find a little Slack guide and community resources in #lets-begin"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4061b22ff8d8","_type":"block","children":[{"_key":"54c66185350a","_type":"span","marks":["em"],"text":"You can ask all your product questions in #common-room-product-help. We're all here to help!"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"3c16c471c8b5","_type":"block","children":[{"_key":"49c4c27e312f","_type":"span","marks":["em"],"text":"Now head on over to #say-hello if you haven't yet. There's a whole community that's excited to meet you."},{"_key":"34784404f005","_type":"span","marks":[],"text":"\n\nAs always, you’re welcome to use our messages as templates when crafting your own!"}],"markDefs":[],"style":"normal"},{"_key":"feca4ce6fd48","_type":"block","children":[{"_key":"15b502878c730","_type":"span","marks":[],"text":"3. Send a personalized message"}],"markDefs":[],"style":"h3"},{"_key":"336278c47e20","_type":"block","children":[{"_key":"41d6c3cfa6820","_type":"span","marks":[],"text":"If you feel strongly about manually reaching out one on one and you're able to dedicate the necessary time and resources to keeping tabs on new sign-ups, a personalized message won't go out of style."}],"markDefs":[],"style":"normal"},{"_key":"6cc1a5aa2522","_type":"block","children":[{"_key":"902cbeb26fdc0","_type":"span","marks":[],"text":"We recommend including all the same info, just spicing it up with whatever personal info you may collect—their organization, home state, Twitter handle, etc."}],"markDefs":[],"style":"normal"},{"_key":"92397aeba289","_type":"block","children":[{"_key":"987fda8c6302","_type":"span","marks":[],"text":"That might look something like this:"}],"markDefs":[],"style":"normal"},{"_key":"012655e2b9d4","_type":"block","children":[{"_key":"2a4104fa31920","_type":"span","marks":["em"],"text":"Hi, Mike! Welcome to Uncommon. We couldn’t be more excited to have you and the Acme community on board."}],"markDefs":[],"style":"normal"},{"_key":"048831f1c256","_type":"block","children":[{"_key":"7e92ec3be3430","_type":"span","marks":["em"],"text":"Before you begin chatting and making neat new friends, check out "},{"_key":"7e92ec3be3431","_type":"span","marks":["7f3040e4ccc2","em"],"text":"How to Make a Great First Impression on Slack"},{"_key":"7e92ec3be3432","_type":"span","marks":["em"],"text":". You'll find tips for building your profile and get a rundown of each channel. In order to make this a healthy, inclusive space, we also encourage every member to read our Uncommon Code of Conduct."}],"markDefs":[{"_key":"7f3040e4ccc2","_type":"link","href":"https://www.commonroom.io/uncommon/blog/slack-first-impression"}],"style":"normal"},{"_key":"9edbcf642535","_type":"block","children":[{"_key":"2a0b4eccc3d70","_type":"span","marks":["em"],"text":"After that, visit #say-hello to introduce yourself, then see what everyone is talking about in #community, the best place to discuss growing and engaging with your community (we also share a lot of great resources on Twitter as "},{"_key":"2a0b4eccc3d75","_type":"span","marks":["7091fe7ed0e3","em"],"text":"@CommonRoomHQ"},{"_key":"2a0b4eccc3d76","_type":"span","marks":["em"],"text":", in case @AcmeMike feels like connecting there, too!)."}],"markDefs":[{"_key":"7091fe7ed0e3","_type":"link","href":"https://twitter.com/commonroomHQ"}],"style":"normal"},{"_key":"8e3f7f85d0c0","_type":"block","children":[{"_key":"4e28df98d6030","_type":"span","marks":["em"],"text":"Thanks for joining the Uncommon community. When we say people matter most, we mean you ⬅️"}],"markDefs":[],"style":"normal"},{"_key":"622a69b1083c","_type":"block","children":[{"_key":"495896c4a9540","_type":"span","marks":[],"text":"This could go out as a DM in your channel of choice or via email—whatever feels more personal to you!"}],"markDefs":[],"style":"normal"},{"_key":"9edbedcd3a48","_type":"block","children":[{"_key":"5d2574c594dc0","_type":"span","marks":[],"text":"4. Make a quick call"}],"markDefs":[],"style":"h3"},{"_key":"e738954c0487","_type":"block","children":[{"_key":"f378d256949e0","_type":"span","marks":[],"text":"It’s 2023 and we’re recommending a phone call? Yes and no. This could be a typical 10-digit dial, but don’t forget Zoom, Slack, and FaceTime are all great alternatives. This is next-level personal and gives both you and the new member an opportunity to really get to know one another. You’ll likely cover topics you wouldn’t get from a form and can make the whole conversation as in-depth or as brief as you want."}],"markDefs":[],"style":"normal"},{"_key":"1a6aca5fc2de","_type":"block","children":[{"_key":"57fc1000d1c80","_type":"span","marks":[],"text":"This also allows you to send a follow-up with only the must-know info. Personality and pleasantries have already been covered. Hit them with a sincere thanks for chatting and a list of links to get started."}],"markDefs":[],"style":"normal"},{"_key":"95e99ee0767b","_type":"block","children":[{"_key":"fb5cdd3b92f70","_type":"span","marks":[],"text":"We’ll refrain from telling you how to talk on the phone—you know what to say! When it comes to reaching out after, you could try something like the below:"}],"markDefs":[],"style":"normal"},{"_key":"42900cc98ade","_type":"block","children":[{"_key":"c53b7c43c30a0","_type":"span","marks":["em"],"text":"Hi Mike,"}],"markDefs":[],"style":"normal"},{"_key":"65ee94ae76ff","_type":"block","children":[{"_key":"abb5a6988b2a0","_type":"span","marks":["em"],"text":"Thanks for taking the time to chat earlier, we’re excited to have you and the Acme community as part of Uncommon! As promised, below are a few different links I mentioned over the phone."}],"markDefs":[],"style":"normal"},{"_key":"1c500abd9f2a","_type":"block","children":[{"_key":"4554dbc7a2d8","_type":"span","marks":["em"],"text":"Whenever you’re ready, you can check out our tips for setting up your profile and look over the code of conduct."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"2a79e70f3b86","_type":"block","children":[{"_key":"6b890755aef10","_type":"span","marks":["em"],"text":"To begin chatting, head to #say-hello to introduce yourself and meet fellow members, then see what everyone is talking about in #community."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"fc5bb7cf8609","_type":"block","children":[{"_key":"e423cd2546520","_type":"span","marks":["em"],"text":"We’re also on Twitter as "},{"_key":"e423cd2546521","_type":"span","marks":["527be0adca1f","em"],"text":"@CommonRoomHQ"},{"_key":"e423cd2546522","_type":"span","marks":["em"],"text":", and share regular articles over on the "},{"_key":"e423cd2546523","_type":"span","marks":["9e7fca112be9","em"],"text":"Uncommon blog"},{"_key":"e423cd2546524","_type":"span","marks":["em"],"text":"."}],"level":1,"listItem":"bullet","markDefs":[{"_key":"527be0adca1f","_type":"link","href":"https://twitter.com/commonroomHQ"},{"_key":"9e7fca112be9","_type":"link","href":"https://www.commonroom.io/uncommon/blog/"}]},{"_key":"64fef1fdefd1","_type":"block","children":[{"_key":"a6d8d11ca0e80","_type":"span","marks":["em"],"text":"If you run into trouble or have any questions, please don’t hesitate to reach out. Looking forward to connecting again soon."}],"markDefs":[],"style":"normal"},{"_key":"e8b9dbebe751","_type":"block","children":[{"_key":"680b8eb126940","_type":"span","marks":[],"text":"Quick and to the point, plus a few bonus links if you have ‘em—maybe a few came up as part of the conversation. Not every call will be a copy-and-paste situation, so be sure to take notes to personalize the follow-up."}],"markDefs":[],"style":"normal"},{"_key":"9f1b3e180236","_type":"block","children":[{"_key":"69cefac5bb8d0","_type":"span","marks":[],"text":"5. Send surprise swag"}],"markDefs":[],"style":"h3"},{"_key":"661beae34b94","_type":"block","children":[{"_key":"350e98f80bbe0","_type":"span","marks":[],"text":"In a "},{"_key":"1de7c87ac7471","_type":"span","marks":["21ee0bbe304f"],"text":"quick, informal poll"},{"_key":"1de7c87ac7472","_type":"span","marks":[],"text":" of our Twitter friends, receiving surprise swag came out as the favorite way to be welcomed."}],"markDefs":[{"_key":"21ee0bbe304f","_type":"link","href":"https://twitter.com/CommonRoomHQ/status/1422308332191182855"}],"style":"normal"},{"_key":"713d9a1810cc","_type":"block","children":[{"_key":"afc47aa496650","_type":"span","marks":[],"text":"It might seem like a lot of work, but consider it a combo of the personalized message and quick phone call: You write a note to include with the goods, then send a follow-up email with all the important links."}],"markDefs":[],"style":"normal"},{"_key":"744301afd5b2","_type":"block","children":[{"_key":"f905b20961d60","_type":"span","marks":[],"text":"If you ask for an address as part of the sign-up flow, the hardest part is all taken care of. 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We’ve seen community managers hesitate to do this though, because migrating to Discord introduces anonymous and unverified identities, and this lack of visibility into who's joining a community presents potential concerns around community safety and inclusivity."}],"markDefs":[]},{"_key":"525e5aac649b","_type":"block","children":[{"_key":"a2fc2f40afb50","_type":"span","marks":[],"text":"While we recognize that the anonymity is by design and can have its merits, in community terms we believe that "},{"_key":"3315cd1ec175","_type":"span","marks":["c549627b5109"],"text":"visibility"},{"_key":"cf034d9db5a9","_type":"span","marks":[],"text":" into the people who participate in your community is paramount to fostering a safe and inclusive community, and to support, collaborate, and build better products alongside them. 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They offer powerful features like real-time member communication, the ability to create conversation specific channels, simple member management, and even some analytics capabilities.\n\nFor most communities, this is a great starting point. But to ultimately scale and drive business value, companies require another layer in their "},{"_key":"ebda6dcc6b9c1","_type":"span","marks":["48a59eeaaa1c"],"text":"community technology stack"},{"_key":"ebda6dcc6b9c2","_type":"span","marks":[],"text":" - intelligence.\n\nIn this blog, we’ll dive into how integrating Common Room with Slack and Discord offers you greater insight into your members, allow you to save time with automated outreach, and report on the health of your community.\n\nIf you’re still deciding between "},{"_key":"848e38e55f6f1","_type":"span","marks":["fb5417d121cb"],"text":"Slack vs. Discord"},{"_key":"848e38e55f6f2","_type":"span","marks":[],"text":" as your community channel, check our post on the Common Room blog."}],"markDefs":[{"_key":"40b2c4aecc77","_type":"link","href":"https://slack.com/"},{"_key":"27a43b752678","_type":"link","href":"https://discord.com/"},{"_key":"48a59eeaaa1c","_type":"link","href":"https://www.commonroom.io/blog/building-your-community-technology-stack/"},{"_key":"fb5417d121cb","_type":"link","href":"https://www.commonroom.io/blog/discord-vs-slack-vs-discourse-as-your-community-channel/"}],"style":"normal"},{"_key":"7718b0a04632","_type":"block","children":[{"_key":"71b9c9d74f9a0","_type":"span","marks":[],"text":"Community intelligence with Common Room"}],"markDefs":[],"style":"h3"},{"_key":"c9ba5df8bbf6","_type":"block","children":[{"_key":"c0ed926c3cc60","_type":"span","marks":[],"text":"Common Room supercharges Slack and Discord online communities by adding intelligence via its powerful data enrichment, automation, and reporting capabilities. \n\nWhen you engage with your community on Slack or Discord, Common Room is able to surface actionable insights like trending topics, posts without replies, posts that contain useful content, member sentiment, member impact, and more. \n\nOnce you integrate more of the platforms your community engages on, like Twitter, LinkedIn, Meetup, Discourse, GitHub, or YouTube, you can gain even deeper insight into what’s important to your members and how to grow your community.\n\nImagine being able to understand which organizations your members work for, how active your members are, how much they’re contributing, what their sentiment about your organization is, and how that’s changed over time. \n\nWhat if you could automate onboarding flows, member surveys, and check-in messaging to save you and your team time and effort?\n\nWith Common Room, you can do all of that today. 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This takes an incredible amount of time and often still falls short.\n\nCommon Room offers native integrations with Slack and Discord. We’ll use Slack as an example. After integrating Slack and Common Room, you can filter members by Slack as a source. From that filtered view, you can view members’ profiles to see their role, what company they work for, their email and other usernames across community channels, how much they’re contributing to your community, and where they’re most active.\n"}],"markDefs":[],"style":"normal"},{"_key":"0b099b64b1ce","_type":"mainImage","alt":"Supercharge your Slack and Discord communities by integrating with Common Room - powerful data enrichment and insights","asset":{"_ref":"image-fecda7f39d48aab3ef31f835c8e3ccb13d1bce47-1300x844-png","_type":"reference"}},{"_key":"f95535752c1f","_type":"block","children":[{"_key":"75857bcbb9b8","_type":"span","marks":[],"text":"\nAchieving this degree of insight is as simple as a few clicks. No complex tools, no spreadsheets, and no manual tracking. Just some easy-to-use native integrations and lots of great community insights at your fingertips.\n\nNow that you’ve got a more resolute understanding of who your community members are, let's see how you can more effectively scale your community and your team’s impact by automating tasks with Workflows."}],"markDefs":[],"style":"normal"},{"_key":"dc3acac0bc4d","_type":"block","children":[{"_key":"59fc85ca0224","_type":"span","marks":[],"text":"Automation with Workflows"}],"markDefs":[],"style":"h3"},{"_key":"93b34478e7c5","_type":"block","children":[{"_key":"54a25fa378b9","_type":"span","marks":[],"text":"Keeping up with a growing online community (and in-person!) can be challenging. \n\nPlanning future events and hosting current ones, community research, working with internal teams on community initiatives, managing team members, daily posting across multiple channels. The list goes on and on! On top of it all, you need to find time to welcome, onboard, and check in with every new member on Slack and Discord.\n\nDon’t worry, you simply need to automate those tasks to make it all work!\n\nCommon Room allows you to quickly set up "},{"_key":"1770bac5116d1","_type":"span","marks":["68a33d967409"],"text":"automated Workflows"},{"_key":"1770bac5116d2","_type":"span","marks":[],"text":" for your Slack community. Our Slack integration lets you save time and stay on top of some of the most important community tasks at scale.\n\nIn the case of welcoming and onboarding new members, you can create an Onboarding Journey Workflow that allows you to send a custom message to members when they join your Slack community. 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You can transcend this messy approach and elevate your Slack or Discord communities by integrating with Common Room.\n\nUsing reporting, you can understand community metrics like membership growth, engagement, activity levels, sentiment, and response rate across your community.\n\nAnother useful feature of reporting is the collaborative “share” option for you and your teammates. 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This playbook will give you a concrete starting point to alert your sales team when high-profile accounts "},{"_key":"ba5ac53184a12","_type":"span","marks":["em"],"text":"AND"},{"_key":"ba5ac53184a13","_type":"span","marks":[],"text":" prospects engage in high-intent purchasing behaviors."}],"markDefs":[],"style":"normal"},{"_key":"80b8c7878ea4","_type":"block","children":[{"_key":"088b86af98ce0","_type":"span","marks":[],"text":"Actionable ‘buyer intent’ alerts for your sales team"}],"markDefs":[],"style":"h3"},{"_key":"737c7e6f941d","_type":"block","children":[{"_key":"4b9817d02ff20","_type":"span","marks":[],"text":"The terms \"intent-based marketing\" and \"intent-based sales\" have been floating around for quite some time. At a high level, the approach makes a lot of sense. With limited resources, your sellers should focus on accounts giving off the right buying signs. However, the challenge is extracting signals from the noise and surfacing intent that's actionable and effective."}],"markDefs":[],"style":"normal"},{"_key":"3d88649a3b1e","_type":"block","children":[{"_key":"cf4f81c124f00","_type":"span","marks":[],"text":"For the most part, traditional intent signals suffer from being too company-centric and weak in context. Yes, it's interesting to know that “Fortune X” company “ABC Corp.” is showing buying intent. "},{"_key":"cf4f81c124f01","_type":"span","marks":["em"],"text":"But how should a sales rep take action based on that information alone? Who should the rep reach out to? On which platforms? And in response to which specific behaviors or comments?"}],"markDefs":[],"style":"normal"},{"_key":"638e6369ba65","_type":"block","children":[{"_key":"54ba1bedd3a60","_type":"span","marks":[],"text":"Sales teams would be far more likely to take action (and be successful when taking action) if the intent signals we're both meaningful "},{"_key":"54ba1bedd3a61","_type":"span","marks":["em"],"text":"AND"},{"_key":"54ba1bedd3a62","_type":"span","marks":[],"text":" connected to the identity of the person showing intent."}],"markDefs":[],"style":"normal"},{"_key":"cdf2602bae75","_type":"block","children":[{"_key":"75774371eac20","_type":"span","marks":[],"text":"In this playbook, we’ll show you how to do just that!"}],"markDefs":[],"style":"normal"},{"_key":"7623a54496d2","_type":"block","children":[{"_key":"1e85c2faa854","_type":"span","marks":["strong"],"text":"What you’ll need"}],"markDefs":[],"style":"normal"},{"_key":"ecb0af1945ab","_type":"block","children":[{"_key":"c55afec48d53","_type":"span","marks":[],"text":"Common Room — this is what we’ll use to ingest buyer intent activity ("},{"_key":"8b2e0657c9dc","_type":"span","marks":["50d00defdc8e"],"text":"Sign-up for free"},{"_key":"0a5f57cba6de","_type":"span","marks":[],"text":" to follow along)."}],"markDefs":[{"_key":"50d00defdc8e","_type":"link","href":"https://commonroom.io/signup"}],"style":"callout"},{"_key":"e083b699eece","_type":"block","children":[{"_key":"fd1a92f1a4a0","_type":"span","marks":[],"text":"Identify channels where you are most likely to pull in the type of intent you’d like to surface. In this example, we’ll use Slack, GitHub, LinkedIn, Twitter, and Discourse."}],"markDefs":[],"style":"callout"},{"_key":"b80d7f7eb370","_type":"anchor","label":"Step 1: Connect sources"},{"_key":"5a14127e3786","_type":"block","children":[{"_key":"c33449ab13ec0","_type":"span","marks":[],"text":"Step 1: Connect sources where your target audience is active"}],"markDefs":[],"style":"h3"},{"_key":"65bf2c3f2b89","_type":"block","children":[{"_key":"f5f5bf11189f0","_type":"span","marks":[],"text":"For this playbook, let's imagine we operate a commercial SaaS business associated with a large open-source project."}],"markDefs":[],"style":"normal"},{"_key":"918c337a47fb","_type":"block","children":[{"_key":"52d1a5d127440","_type":"span","marks":[],"text":"We have a healthy open-source community of developers, where activities, discussions, and key actions cut across channels like GitHub, Discourse, LinkedIn, Twitter, Slack, Stack Overflow, etc."}],"markDefs":[],"style":"normal"},{"_key":"8397ae761ed2","_type":"block","children":[{"_key":"0217e3e8687c0","_type":"span","marks":[],"text":"To start, we'll want to connect to the above sources using Common Room."}],"markDefs":[],"style":"normal"},{"_key":"743032965530","_type":"block","children":[{"_key":"214ab356f30a0","_type":"span","marks":[],"text":"For this use case, we'll identify buyer intent based on meaningful activity — comments, replies, commits, searches — across these channels. 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