CEMA Forum: Austin - 9/19 Roundup

Everyone has a 'risk muscle.' You keep it in shape by trying new things. If you don't, it atrophies. Make a point of using it at least once a day.

  - Roger Von Oech quotes
 
I was thrilled to have the opportunity to host the Corporate Event Marketing Association's first regional event with content in Austin, Texas on September 19th. CEMA is a California-based industry association for corporate event marketers, primarily in the high tech sector, but expanding to other corporate areas as well. The majority of our regional events have been social in nature, so we tried an experiment with a half day of content at the W Austin Hotel. Nearly 50 attendees from all over the country joined us!


Our day began with a roundtable lunch with table topics that attendees selected when they registered. Gathered together by a common interest, conversation could flow freely at the table. By all accounts, few tables actively pursued their table topics, but having a common interest to seat attendees together was a great start to the day.

I kicked off the meeting with my favorite reminder of corporate life: Dave Grady's The Conference Call.

THANK YOU
Carlson Marketing was our underwriter for the event, and they shared a great video about their services. Opus Solutions managed registration for our event. PSAV supported us spectacularly with their A/V set and personnel. Love those guys! And we can’t forget Vivastream – a new social network and mobile app that let our attendees connect with the people who match their interests. Anyone who didn’t attend in person can still sign up for a Vivastream account and join in the networking!

Opening Keynote
After lunch, the content began with Michael Gale of PulsePoint Group. He is a recognized industry expert in integrated technology marketing, having founded Strategic Oxygen in 2001, which is widely seen as one of the technology industry’s primary data toolset for marketers. The company was sold to Forrester Research in 2009.

Michael shared industry insights into how executive engage at face to face and virtual events. Notably:

• 65% of C suite go to vendor events based on a personalized sales invite
• 30% of Tech influencers who have gone to one physical event will go to another
• 25% of the follow up from an event involves a hook type of marketing
• Virtual event only (and not physical event as well) is three times more likely than physical event only
• Physical and virtual events work equally well (or badly) at each of the awareness – consideration and purchase stages
• Over 40% of occasions C suite are looking for customer and industry based insights at these events
• Social and events link extremely well through what we call the Social engagement quadrant
• C suite and IT only share about 38% of the physical event experience but some 65% of the virtual experience
• Do not extrapolate from the US to the rest of the world – Asia, EMEA and LATAM - Events

Case Studies

Rinse and Repeat: How Dell prioritized the globalization of event content
The first was by Denise Michaels, event content strategist for Dell’s Small & Medium Business division who has been driving the global rollout of their content consolidation program. They began their content journey in March 2010 with events managed and executed locally, with no centralized view or standardization.

As they audited the presentations that were being given to customers, they labeled them “Frankenstein Presentations;” local sales teams were building their own slides with content pulled from various (not always current) sources.

Event managers were also on their own for events in their region. The regions were disconnected from each other and they were each reinventing the wheel for every event.

To tackle the problem, they broke the plan into four areas:

• Listen & Learn
• Connect to customers and providers
• Recognize pains/needs
• Solve & Simplify
• Create reusable, relevant content
• Make easily accessible
• Socialize and Market
• Network, network, network
• Communicate value constantly
• Rinse & Repeat
• Listen, improve
• Communicate

About a year and a half later, they have now completed the creation of standard invitation, event leave-behinds, standards for room dress, event content, and have begun the roll-out of speaker training. Next stop: the online content portal and event measurement consolidation.

How do you L.I.K.E a company?
Ryan Lewis, social media strategist with The Ferren Agency shared some tips and case studies on social media in live events. He used the acronym L.I.K.E. to showcase his points:

• Linkable: Content and Understanding/Sharing Ease
• Using a URL shortener like bit.ly, you can make links usable in social media. But by customizing your URLs, you can give people a clue as to what you’re about to link them out to see (check out this cool short How To video here).
• Incentivized: Making Tasks Fun
• The gamification of event content makes engaging with content rewarding! “Game the mundane!” Earn points or baubles that you can redeem for prizes through various interactions like downloading content, checking in to a location, etc.
• Knowledgeable: Is Learning Easy? Complex Theories?
• Making difficult concepts simple with infographics and analogies makes attendees more likely to share with others.
• Exclusive: What Is The Reward For Action?
• Attendees like to feel like they’re getting something exclusive. Offer things just to them for attending, or offer to them first and let them share with friends and colleagues. Feeling like they are “in the know” is a great way to bring exclusivity to the masses.

Virtually Perfect: Putting Content when and where attendees want it with hybrid events

Chris Meyer, COO of INXPO, shared some great industry insights on virtual and hybrid events. Some snippets:

• Virtual events are rated as more influential than many social media marketing tactics
• Hybrid meetings are not a threat to face-to-face, but an opportunity to raise the bar
• Getting content to attendees who can’t travel is a vital part of a marketing campaign
• Cisco saved $19m by making their global sales conference hybrid
• 42% of virtual event attendees are international
• Data from SAP Sapphire and Cisco Live! shows face-to-face attendee growth driven year over year by offering the content virtually

After our case studies, we tried a fun Town Hall format. Tom Booker and Asaf Ronen from The Institution Theatre led us in some great audience discussion on the topics of:

• Tradeshow Property: Rent or Buy?
• Event Apps: Custom build or buy off-the shelf?
• Roadshows: Dead or Alive?

While there were no definitive answers from the crowd, most prefer the idea of a custom rental for large tradeshow property, they agree that event apps are mostly overrated and don’t provide very much useful engagement beyond the agenda and some feedback mechanisms, and roadshows only work when actively planned and managed by a consistent program leader.

Closing Keynote
We closed the day with GasPedal CEO Andy Sernovitz. With his bag of tricks (ranging from chocolate to Facebook and Twitter earrings to fake mustaches to autographed copies of his book Word of Mouth Marketing, Andy closed out our day with a bang. He shared stories about how to harness the power of the buzz to keep event attendees talking about your event and telling others why they should go.

Some pointers from Andy:

1. Give people a reason to talk about your stuff
2. Make it easy for that conversation to take place

Before your event:

Find Big Talkers

• Get your VIPs in early – celebrity bloggers in your industry
• Other stakeholders in your event – sponsors/partners

Give them reasons to talk

• GasPedal gives attendees a welcome box mailed to them including signed copies of books by presenters at the conference
• GasPedal gives speakers customer shirts with a custom URL – speakers video themselves wearing the shirt and put it online
• Give sponsors extra passes to share
• Do audio previews of each speaker and share them online

Give them tools to share

• Tell-A-Friend campaigns for attendees, speakers, sponsors, VIPs
• Tweet interesting things that can be retweeted

Give them status

• Discount code campaigns where you tell people they have “the inside deal” to a discount and let them share it with the people they think should get it
• Passes to share

During your event:

Social media support

• Live blog it – so people can just re-blog/re-tweet instead of trying to write while they try to listen
• Twitter: Hashtags, constant reinforcement, have staff tweet easily retweetable content

Reasons to Talk

• Surprise your attendees constantly… but not with bad things (like a naked lady covered in sushi as a centerpiece)
• Half-time show: every heard of BlendTech? What if they did a demo in the middle of your event? Blend a cell phone! Now THAT would get people talking.
• And, of course, always have great content

Buzzworthy Swag

• Make sure you are giving away stuff that people will keep like:
• A genuinely good bag
• Signed copies of speakers’ books
• All swag must be travel friendly

Plant post-show conversations

• Book signing with author + photos shared online
• Photo booth, other sharable memory-makers

After the event:

The conversation is just starting when the event is over. Capture as much buzz after the show as you capture at the show to build demand for next time.

Post-event content

• Assign photo album staff and allow it to be user-generated, too. If you get everyone tagging and sharing, you can spread the buzz far!
• Summaries, trip reports, wrap-up videos that share the content make it super-easy for attendees to reuse or share
• Record sessions and share snippets to start word of mouth for next year 
• Share slides from every presentation on slideshare

Post-event community

• No one has time for a community created just for the event. We’re too busy. But if you keep the conversation where people already are, you can keep the buzz alive
• Keep it to FB and Linkedin group – often the best because 100% people are there already
• Share speaker Q&A, discussion of sessions, and networking in those areas or through smaller in-person get-togethers

Post-event experiences

• Ship the giveaways/handouts/gifts home for the attendees
• Have videos and content to share with non-attendees

Amazing thank you’s

• Send something nice to your speakers. GasPedal sends a Carnegie cheesecake!
• Thank your sponsors with something nice – food! Include the booth workers.

Remember that happy customers are your best ads!

So as you can see from my wrap-up, I was blown away by the stories shared at this event. The networking was great and the content was wonderful. Thank you to our sponsors, our attendees, and our speakers for making this a truly spectacular engagement. Please contact me if you have an interest in learning more about the Corporate Event Marketing Association, our future events, or any of the content we shared.

Does social media make you feel old?

"Facebook is for old people."
   - 14-year-old when asked if she uses Facebook

I was recently at a board of directors meeting for the Corporate Event Marketing Association and attempted to give an overview of my recommended social media plan for the association. For the most part, I was met with blank stares. As I mentioned in a previous post, it seems that many of my high tech event marketing brethren are unschooled in the ways of social engagement.  Meaning they don't know how to tweet, rarely use LinkedIn except to update their resumes, and may not even be on Facebook. Most haven't the slightest idea how or why to be on Google Plus (honestly, I'm still working that one out myself...more to come...).

Social media is no longer simply a shiny object that people use to tout their lunch plans. Social media is another vehicle in a full marketing portfolio to communicate with customers and have a two-way conversation. It's a way to share content and allow customers to generate content of their own. Social media isn't just Twitter, LinkedIn, and Facebook. It's YouTube, Flickr, SlideShare. It's Digg, Wikipedia and Google Docs. It's Four Square, Chatter and Yammer. It's Groupon, Skype, and Yelp. Only heard of a few of those? Yeah... it's tough to keep up. Makes you feel old, doesn't it?

The thing is, if you ask "the young people," they'll tell that you they don't hang out on all of those all day long. They'd never get anything done! But here's a real-life case study of what they do:

They send a birthday party invitation through Evite, and track the potluck foods in Google Docs. They may post to Facebook and Twitter through FourSquare that they're picking up 3 dozen cupcakes from Hey Cupcake, which they bought through Groupon. They might even throw a photo of the delicious 36 cupcakes onto Flickr and post the link on Facebook and Twitter. Videos from the party are quickly uploaded to YouTube from the dozens of smartphones carried by partygoers. And finally, they might Skype their parents to get Happy Birthday greetings from 4 states away.

Even thinking about this is exhausting. But digital natives don't even bat an eye when they read that.

So how do you use this for your events?

You can use social media to drive attendance, and you might even get 2% of registrants from there. But better than just sharing registration links, you can encourage conversation on LinkedIn or Facebook groups. Put teaser videos on YouTube. Set up viral ticketing through your registration site (this encourages the event invitation to be shared by discounting registrants for every shared registration). After the event, put the full presentations on SlideShare. Edit recorded sessions down to a 5 to 8-minute clip or interview speakers to put on YouTube. Create a Flickr stream that people add their photos to and share their experience.

It's not as overwhelming as it may seem when you realize that you can use the social media content channels as they're intended to be used, and not have to assign 24/7 staff to sit around watching a Twitter feed.

Now excuse me while I locate a 14-year-old to explain Google Plus to me...

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What I learned from the first-ever, global eTouches User Conference, Aug 16-17, Norwalk, CT

At the point of commitment, the universe conspires to support you.
  - Anonymous

I have been an eTouches user and advocate for going on three years now. My company has implemented the tool globally as the standard, registration system for the majority of customer and internal events. Having taken the plunge three years ago with a relatively unproven company (in the mind of corporate America), and forming a great long-term partnership with them over the years, I had full faith and trust that spending two days at the conference would be well worth my time. I was definately going to go.

Before I had a chance to register, I got a call from Leonora, the eTouches CEO, asking if I would present our case study at their conference. “Of course!” I said. I was more than happy to share my story with 20 people in breakout sessions. As I think back on it now, she gave no indication that it would be just 20 people in a breakout session...

Then one day, a colleague passed me in the hall and said, “CONGRATULATIONS! I see you’re keynoting the eTouches user conference! That’s AWESOME!” I said (very eloquently, I might add), “HUH?” I ran to my computer and scrolled through my inbox to find an announcement that I would be keynoting the conference, followed by 4 more emails from other colleagues congratulating me on my keynote spot.

So I called Susanne Carawan at eTouches and said, “Yeah, hi… so what’s this about me keynoting?” She said, “I know! Surprise! Awesome, right?” Of course, it was totally awesome, and I give presentations all the time at work, speak to hundreds of people frequently by conference call and webinar format…but I had never actually spoken “for real” in front of an audience in any kind of “she’s our featured presenter” sort of way.

So the first thing I learned about eTouches at their user conference was that they were willing to show me the same level of trust that I’ve shown them. They trusted that I would come up with a story that would kick off their conference in a meaningful way. They trusted that I had some sort of ability to stand in front of people and speak coherently.

Only the survey results will truly tell how I did, but I sincerely thank eTouches for giving me the opportunity to share, learn, and grow. And I hope I didn't suck.

But about that conference… I really did learn actual useful stuff. So here’s my recap:

My first awesome moment was when I arrived at the offices. I was on a conference call about an event I have coming up, when a man entered the room - I'd never met him, but after three years of talking to him pom the phone, when I heard him say hi, I knew instantly who he was. Julian Ward!

I told the folks on the phone, "Hold on a sec - I have to put you on mute and hug someone." I know it sounds cheesey, but It was a magical moment!

A colleague of mine from Dell attended with me, and then I got the pleasant surprise of another colleague of mine from another Dell office showing up to attend – I had never met her in person, either!

eTouches CEO Leonora Valvo kicked off the conference with some great “burning questions”… and let me tell you that a crowd of 75 software users have tons of questions and ideas. The eTouches team graciously answered the questions, shared the solutions that already exist, and took in the ideas for consideration.

We learned about upcoming roadmap plans, new mobile features, and got some great demos of modules that many of us see in the tool, but have yet to use. The agenda was jam-packed minute-to-minute with great stuff.

One of the eTouches board members presented an industry perspective on content, sharing some best practices and ideas on how to generate and syndicate event content. Personally, I have no shortage of content at my events (and in fact find that we have to curate it down to the really important points before launching an event), so I would have liked to see a little more from him on the reuse of the content. I have other commentary on The Long Tail of Content, and I think his presentation could have been shaped to expand on that a bit – maybe next year!

On the evening of the first day, we attended a clam bake at the beach… but this was no ordinary clam bake… after getting some clams and clam chowder, we were each served AN ENTIRE LOBSTER. I have never seen anything like that at an event. I was blown away!

I have a mantra that when I attend conferences, the experience is whatever I make of it, so I officially designated our dinner table as “the fun table,” and hilarity ensued. Great conversations that ranged from the naming of grandparents to Facebook privacy to the death of email. We ended the evening with a surprise afterparty at a local dive with an AMAZING band call Tangled Vine. If you’re in the northeast, you must book this band. I’m from the Live Music Capitol of the World, and I was very impressed with this Greenwich, CT, group!

Our previous Death of Email conversation from was put aside the next day when we got a presentation from eWay talking about email marketing. Relevant points, great statics, and reinforcing metrics behind why email is still a viable marketing tool for events.

We had an interesting conversation about mobile apps for events… I think the topic still stumps everyone. Should we build? Should we buy? Should we ignore? No right answer has emerged.

We had an exciting and energetic conversation about social media and extending the life of an event community, led by Susanne Carawan, and the eTouches team announced their eSocial platform (replacing eConnect), and featuring a full private community portal for attendees to connect before, during, and after the event.

Finally, we ended the conference with some Meet the Experts and advisory-type sessions, which were extremely valuable and ton of fun (attendees love to provide input and ideas, and it turns out, I’m no exception!).

As a self-professed disruptor and early adopter, I was absolutely thrilled to be a part of eTouches first-ever global user conference. The people I met, the stories I heard, the experiences I shared will be with me for life.

Thank you to eTouches and to the loyal user-base for making my two days in Connecticut so very worth my while!

Rethinking QR codes

Creativity, as has been said, consists largely of rearranging what we know in order to find out what we do not know. Hence, to think creatively, we must be able to look afresh at what we normally take for granted. 

  - George Kneller

In response to my recent post about my frustration with the uselessness of QR codes, a dear friend introduced me to a friend of hers who is an expert on the subject. So today I had a great chat with Andy Meadows at a company called 44Doors.

Andy's task today was to convince me that QR codes are not, in fact, useless. He began with real use-cases (albeit in a consumer setting) of nightclubs who seek to better serve their customers. In a loud, crowded place, it can be hard to get your waitstaff to come to your table, but with a QR code, and a socially enabled waitstaff, you can let them know that you need another bottle of bubbly at table 10. 

Clever. Didn't really fit into my event needs, beyond the really cool exciting thing we're planning at Dell World this October (which I will tell you all about afterwards!). 

My biggest complaints about QR codes are as follows:

1. Less than half of attendees have a QR reader on their phone. 
2. The half that don't have them, don't know how to get them. 
3. The half that do have them, spend a laughable amount of time trying to get them to work at varying distances from the source QR code image. 
4. When you do get them to work, they tend to either take you to a contact form (which most of us are highly unlikely to complete on our phones), or they take you to a generic website, that we're certainly not going to sit around and read right then and there in the middle of an expo floor. Sometimes they open a pdf... and on my Android phone, opening a .pdf is such a hassle that I give up.
5. From an event manager perspective, I get no metrics beyond the number of hits, potentially the type of device that hit the URL, and the IP address it came from. 

So Andy had some big objections to overcome.  Here's what he said (...basically - I'm totally paraphrasing our hour-long conversation):

First of all, you're thinking about QR codes all wrong. You don't just create a code and link it to a generic, non-mobility-enabled URL. You work with a company (maybe a company like 44Doors!) to create all of the QR codes for you. 

1. You can have a QR reader embedded into your mobile event app, so when attendees download the app for their agenda, they get the QR reader, too. 
2. Now they have one. 
3. By staffing your expo area with trained company folks who know the proper technique, scanning a QR code can be a conversation engagement opportunity between staff and attendees. 
4. The QR reader from the app can be attached to their profile from the app and their registration so they never have to go to a long contact form that they would skip. At most, they would enter their email address to connect it - not a huge obstacle for smartphone users. 
5. By using a QR code programmed into the app, you capture all of the information about every QR code scanned, what kind of device was used, timestamp, and all contact information for the person using it. You can even do timed URLs on the QR codes so that if it is scanned at noon, they get a special lunch coupon, but scanned at 5pm gets them a drink ticket. 

Touche, Andy. You have made me reconsider QR codes. Perhaps there is potential for them yet. 

Virtual gatherings

Internet:  absolute communication, absolute isolation.  

  - Paul Carvel

When I saw Botox, Skype, and face-to-face meetings in the title of this post, it was a must-read. Then when I read it, it was a must-respond. 

It takes me right over to my little soapbox about virtual event environments with their little static fake people standing around. Some looking like they’re talking to each other, some standing alone, even some illustrated holding a cell phone to their ear. Really? This is how I’m supposed to engage and experience a virtual event? By pretending I’m there in person, when I'm really alone at my cube or in my home office? 

I think we’re all mentally stable enough to know that we’re not physically there. I also think that we go to virtual events for a specific purpose, not to create a cartoon avatar to show up in our profile. At least for me, I attend a virtual event to either watch presentations I couldn’t get to in person, or download content that will help me on my quest to solve a problem. If I engage with other people in the environment, it was to ask a question about a product or solution from a vendor. Sitting in a chat room with 3 professionals and one kid who snuck in and randomly types profanities is not my idea of a good use of time. 

So why do we continue to see virtual event platforms that try to mimic in-person events? They are a different kind of engagement and should be included in the customer journey planning for virtual audiences as a parallel path to the in-person experience. 

Online should be viewed as a content channel. If you’re going to have breakouts online, then plan for it and use something like Skype or Google+ to have a 5 to 8-person web breakout. The virtual event can no longer be project managed as separate entity. It must be folded into the entire customer journey and experience strategy so attendees, whether in-person or online, leave your event happy that they acquired the knowledge they hoped to gain and satisfied with the connections they made.

In other news, Why Virtual Events Fail.

Social engagement at events

Social media is just a buzzword until you come up with a plan.

~ Zach Dunn

A recent blog post I read about mistakes event planners make with social media got me thinking about some of our success... and failures in the social space.

We're doing some amazing things at my company to bring social engagement to life at events. From QR codes for information (basic, and truthfully not always successful), to fully engaging mobile apps that are built in to the event strategy process.

You've often seen me type that "events are the original social media." I firmly believe this to be true. Even with social media online and in mobile, people make the most important connections face to face.

But let's look at some of the social engagements for events that I've seen succeed and fail at recent conferences:

QR Codes - We like to think these encourage interaction and engagement among our attendees. In reality, either very few people know how to scan them, or you have a bunch of people playing with their phone trying to figure out how to scan them, only to scan them and be taken to a URL that was built for a regular website and is pretty much useless on a mobile device. Bottom line: They make you look tech savvy, but I've rarely seen them offer real value.

Mobile Apps - Most of the mobile apps I've used at events act as a replacement to the traditional paper pocket guide. They have maps. They have session schedules. They have sponsor advertisements. They save trees. Bottom line: You really can't do an event without one and still look professional. If you don't have one, get one.

Gamification - pronounced "Game-if-ick-a-shun" - means offering rewards to the attendees who engage with your event in different ways. From Four Square badges to Facebook Places rewards, these activities can draw attendees toward an activity for either a physical prize or a "title" award (Mayor of booth #310!). Bottom line: Good for fun, but may not get the most qualified attendees to your booth for the right reasons. When used at your own branded event, gamification can be modified for your activity and can help you move the flow of traffic around for the attendees who are using their mobile devices to engage.

Augmented Reality - Using geolocation or the GPS in phones, you can overlay an augmented reality layer onto you event; for example, onto your show floor. This allows attendees to hold up their phone like they would using Google Street View and see content related to each area of your floor. You could put exhibitor information, cool facts, customer comments, ratings from participants, and so much more. Bottom line: Super cool to play with. Who has extra money just sitting around to throw at this? And is there anything valuable there other than the cool-factor?

I believe that the key for event marketers is to evaluate the technology for it's value to the attendees first, then its coolness factor second. If the event must showcase the latest and greatest just for the WOW effect, that's valid. If the event should be focusing on content and personal engagement, let the social engagement happen without the guided hand of the event gods.

The best social media engagements at events are the conversations about the event, not the conversations about the social media at the event.

The long tail of content

"In world of infinite choice, context, not the content is the king."
 - Chris Anderson


My group does over a thousand events a year. Some are small 10x10s. Some are large user conferences. Some are internal events. For most of them we reinvent the wheel as though we had no idea this event was even on the radar. But this year we're getting smart and creating a true content hub. It's the only way to keep up with the speed of our event lives. Create once, execute multiple times. The "Rinse and Repeat" model.

But as Chris Anderson points out, all content all the time, anywhere you want it provides little by way of direction or usefulness to your customers.


We must take a cautious approach to our event portfolio's content. Categorize the audiences so we can categorize the content, or we risk the wrong message for the wrong audience at the wrong time. It feels good to have strategic direction again, and it will be such a lifesaver to have a hub of content to draw upon for an event anytime it's needed, and have the right content available to audiences online who missed an event or who are seeking more information. What a great feeling!  

The secret to creating a thriving Long Tail business can be summarized in two imperitives:

• Make everything available
• Help me find it.

I believe this works internally as well as externally. If we create the content and make it easy for the internal teams to find and use, we will get much more use out of it. If we get it to the attendees when and where they need it, we will have a much greater insight.