Virtual Events As Powerful Customer Discovery Tools
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Even though there are lots of different forms of digital functions, these kinds of as webinars, summits and meetups, and several distinct gains virtual activities can offer, there’s a single intent that hasn’t been regarded typically.
The most frequent reason and system for placing on a digital event is for prospects and revenue, and even though which is a fantastic explanation to approach a digital celebration, I want to share with you an notion that you may not have considered. An approach to using and leveraging an on the internet summit and a virtual function platform that can generate large worth and insight for your brand name.
Shopper discovery.
What Is Customer Discovery?
Let’s very first make absolutely sure we’re all looking at consumer discovery in the same way.
In accordance to Harvard Business Evaluate, “Customer discovery entails defining and prioritizing personas and is relevant to each early-stage companies and massive firms when producing new goods, in search of to focus on new personas, or getting into new markets. Discovery ought to encompass the full client journey.”
It is by way of the system of discovery that we study about our shoppers and their desires. That might enable advise product advancement, marketing and advertising asset development, or profits assignment. The most typical strategy is that of surveys and target teams and interviews – speaking to customers and prospective clients as specifically as possible in get to discern what they’re imagining, struggling with, and in will need of.
The difficulty with these strategies is that they are largely antiquated and hard to scale. It is really attainable, alternatively, to make numerous sorts of digital functions that can effectively notify our product and marketing and advertising groups. With that virtual function technique in mind, and a stable virtual event approach, your model can nonetheless use digital gatherings to garner sales opportunities and sales, but also so substantially a lot more.
Digital Occasion Registration
It starts off with giving watchful thought to the registration method on-line function attendees go via at commencing of their digital occasion knowledge with us.
Generally, if you’ve ever signed up for a digital summit or webinar, you are questioned for your identify and e-mail deal with. This is the bare minimum amount information and facts that is needed to grant accessibility to the function, and which generates a get hold of for a manufacturer. The occasion organizer can then import a CSV of occasion attendees into their CRM program, like Hubspot, match present contacts, and know that all new contacts are leads to be followed-up with.
The flaw in that technique is that it is as well manual and simplistic. I talked in a podcast episode about how, in the first digital gatherings I arranged decades ago, I’d built the exact miscalculation. I’d hosted an celebration that attracted 1,000+ – each all those have been just registrants. I understood tiny about them and thus they weren’t capable in the slightest bit. Currently, it is pretty different.
While we need to not force new occasion registrants to reply twenty thoughts – that will lead to a weak completion charge of our registration variety – we definitely should be asking for far more than just identify and e mail. What are a number of important pieces of data that you could reasonably talk to for up front that would enable you recognize and qualify your attendees?
At Agorapulse, we’re intrigued in the range of workforce in their marketing department, and the selection of social profiles they control. Possibly you are interested in in general company dimensions or scope, other equipment they are employing, or how typically they are challenged by a specific concern you happen to address.
When you get started to imagine alongside those people traces – qualifying the degree to which a registrant encounters a particular obstacle – now you’re using client discovery and finding out about your attendees, and the market place in general.
Whenever a new marketing company signals up for Agorapulse, they’re invited to sign up for an exceptional group of other company house owners and when they do, they are requested to share what their most pressing obstacle is proper now. This is a fantastic, open up-finished query that, as soon as we analyzed and categorized the effects, we figured out that the prime difficulty going through our agency buyers, by much, was figuring out how to mature and scale their business enterprise. So we took that mastering and released an entire present and podcast, Company Accelerated, to provide that audience.
Visualize how a great deal you can study from your viewers if you just increase two extra thoughts to your digital function registration sort. Most virtual occasion platforms give you the overall flexibility to personalize the registration form fields and include inquiries of your have. And if the digital function platform doesn’t help that natively, you can choose to use HubSpot or Typeform or some other external type for the first registration, then import attendees into the virtual function platform immediately or via bulk import.
With data like that funneling into your CRM, it’ll be straightforward to develop studies and dashboards that give exceptional and informative summaries.
The other gain at that point is that you can have electronic mail sequences presently set up.
Now, just about just about every on the net occasion is going to have some simple e-mail sequences, these kinds of as a confirmation of registration, and an e mail the working day of the event. When I do the job with customers, we commit time thinking through all of the event-connected e-mails they’re going to have to have scheduled or ready in progress, and I caution them not to depend blindly on virtual celebration platform electronic mail settings.
Having said that, what I’m referring to right here is a individual kind of e-mail that you could send to attendees. Take into account how effective it may be if one particular of your registration inquiries decided what every attendee’s top rated concern that relates to your sector is suitable now, and then you CRM, relying on how they answered, sent them an Ebook, weblog article, video clip or podcast episode that spoke immediately to that situation.
You could even use these email messages as a gauge and indicator to support qualify the attendee even more. This will require some strategic preparing and inventive thing to consider on your part, but what if you could mail an attendee an electronic mail with one-way links to two various blog posts, and irrespective of whether they clicked on a person site post or other would tell you as to their distinct pursuits and demands?
Allow for me to illustrate.
Suppose I was web hosting a meetup for SaaS brands on development advertising channels, and a person of the registration questions authorized attendees to respond no matter whether a single of their worries was preparing a digital party. All of those attendees, I would send them an email just after they register giving them these two connected articles:
- How to set up your digital celebration platform for speed networking.
- How to get spending budget acceptance from C-suite to host a digital function.
Just about every recipient who clicks on that second post, I know that they haven’t even begun to map out the method and information for their digital party, as they are continue to operating on having the thought and price range accepted. That is fantastic to know!
Once an attendee has registered for your event, you can use a succession of email messages like this to retain digging and refining what you know about every attendee by allowing for them to self-choose.
Virtual Function Polls & Surveys
A different tactic that you can utilize thanks to your virtual occasion platform and email integration is polls & surveys.
Surveys you could send out before or after your function by way of e mail. Several celebration organizers mail surveys soon after the function to gather suggestions and build net promoter scores, but what if you ship a survey just before your function?
You could use the survey to assist construct the virtual function agenda and distinct subjects, as nicely as more typical client discovery and job interview-type thoughts. When it’s probably that most of your presenting speakers and subjects will have been established in advance of you entice your first registrant, there are still possibilities to have tailored table communicate matters, breakout periods, workshops, and other routines which do not have to be determined right up until times right before the celebration is scheduled.
Surveys are also a good prospect to explore topics and info that need pretty a number of far more concerns to suss out than what you’d be snug asking in a virtual occasion registration form. But again, if you talk to the proper key concerns through registration, you can make confident that the attendees you opt for to study are without a doubt a very good suit for further thoughts and comply with-up.
Polls, on the other hand, or much more of a authentic-time tactic for the duration of your celebration alone. No matter if an celebration-broad poll or a poll that you activate through a distinct keynote or session, each and every poll should primarily be a several-alternative problem that attendees can answer speedily and easily.
As a consequence, you will have immediate insights and studies thanks to your attendees! It could be concerns relating to your field and company which, once you have a bunch of attendees reply, you are going to now have a one of a kind statistic that you can use somewhere else. Or you could enable attendees vote on product or service characteristics, messaging, and several other subject areas of interest.

Just notice that polls are universally heading to be combination tallies. You will be able to see the quantity of responses and how all those responses additional up, but you will not know exclusively how an specific attendee answered. If you want to leverage person responses, use a survey.
Virtual Occasion Session Attendance
The remaining benefit of virtual gatherings for purchaser discovery is the most strong, but definitely demands assist from the digital function system you choose. Not each tool can supply the insights necessary for this to operate.
If attainable, you will want thorough analytics for just about every attendee that experiences which classes they attended, which types they have been most engaged with, and have that knowledge funneled into your CRM alongside with every little thing else. This will add incredibly in-depth and insightful information and facts to each individual and every attendee profile that you are likely to be equipped to use in a variety of strategies, which I’ll get into in a moment.




1st, you will need to have to make absolutely sure that what ever digital celebration system you opt for to make use of, it data session attendance and engagement knowledge for every single attendee. You should really be equipped to see which periods, for how very long, irrespective of whether they engaged with the session by means of opinions or reactions, and any other ways they engaged with your digital celebration. That could consist of networking, desk talks, browsing sponsor booths, and more. Almost everything should be tracked.
2nd, the virtual party system has to sync with your CRM to make that data helpful. A CSV dump of the facts will get the job done in a pinch, but a direct CRM integration or at least a Zapier integration that will allow whole automated pass-via of attendee engagement facts is favored.
With individuals two specialized elements in put, you’ll now have a wealth of more data used to each get in touch with in your CRM that attends any of your digital functions.
But what excellent is that, you inquire?
Recall how we described consumer discovery at the outset. We claimed it is about defining personas, and that it really should encompass the complete shopper journey.
Which means, no matter of whether your virtual celebration attendees are potential clients or have been consumers for yrs, it is worthwhile to keep on understanding about them. And when you strategy your digital celebration properly, and have vital subjects and periods and actions out there for them to self-pick and show curiosity, that information and facts is worthwhile.
Turning Virtual Functions Into Actionable Customer Discovery
To start with, even though each digital event platform will report how many attendees attended a specific session, if you’re pulling that data into your CRM, you can even more phase and report on individuals attendees. Your Advertising and marketing Ops workforce can make you studies and dashboards that tell you how common certain classes and matters have been between important segments of your audience, or illustrate how particular sessions had been attended damaged down by segments.
Probably a unique talk saw 15% product sales workers, 45% CMOs, and 40% CEOs, whereas a different session was attended by 68% account administrators and only 32% administrators. Now you are studying accurately which personas are most intrigued in all those topics and the written content that you could possibly repurpose from that occasion.
This could tell long run session willpower, as properly as prioritize session video clip repurposing and utilization. If you have a session that performed particularly perfectly with your focus on choice-makers, I’d want to use that session to make a direct building evergreen webinar and movie snippets to advertise it, would not you?
Next, as your CRM collects session attendance data for each of your experienced leads, you can use that info to further qualify them and even route them by ideal workflows.
Suppose you have quite a few periods in your party, or even spread across multiple gatherings, that offer data that is most helpful to your focus on viewers when they are poised to order a resolution like yours. It’s at that minute that I would want my CRM funneling those hugely competent potential clients into my pipeline and let my SDRs know that these potential customers require to be arrived at out to right away.
An simple instance would be if you were to have a virtual booth established up for your very own brand name in your virtual summit (a tactic I strongly advocate). Even if the booth is just informational, a strong digital party platform will be equipped to report to you which attendees frequented the booth, which types viewed your embedded movie, downloaded materials you available, or talked to profits reps you experienced in area.
Your SDRs can now arrive at out straight to these attendees, thank them for viewing your booth, and invite them to hop on a get in touch with to discuss their wants and remedy extra queries.
What do you anticipate their shut amount is heading to be on those leads?
And when you host a virtual function that brings in thousands of registrants, that capability to concentrate on and prioritize for your income staff members will become significant.
When you mix qualifying sales opportunities with all of the other details and data you can glean from your virtual occasions, it is distinct that the savvy brand name can profit immensely from an celebration tactic.
If you have in no way structured a virtual occasion prior to, and want to make certain that your initially is a Sold Out Summit, find out extra about how I can enable you with a Digital Event Intensive.
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