Join Other Customer Marketing & Advocacy Professionals

K
C
A
S
j

Inviting clients to join community through CSMs and forms

👋! Speaking of community…how are you inviting clients to join your community?
We will have some of our CSMs send over a link invitation but I would also love to know if anyone is using a form of some sort.

L
M
3 comments

It should be a multi-threaded approach with links and invites sent by CSMs, as slides/QR codes in their QBR reports, customer-facing webinars and events, in-product prompts, follow-ups to positive NPS ratings and reviews as well as post-resolution when a support ticket gets satisfactorily resolved. ALL THE PLACES

Thanks - when you say in - product prompts - are you just providing a link to the channel or do you have them fill out a form?
Understand where we should be promoting, but just curious in what format you are using to get them signed up!

Usually a short blurb about the community and benefits of joining, with a link to join.

Add a reply
Sign up and join the conversation on Slack
Join