Daniel Quick

The Customer Education Playbook


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and ways to personalize content that's aligned with the different audiences in your customer base. As we said earlier, you need your customers to want to be here, so engagement and consumption-driving features are a must-have. Make sure that your LMS offers deep integration with other business tools, like ecommerce functionality so that you can charge for the content you're producing, the videoconferencing software you're using for VILT (such as Zoom), the CMS that you're using for your knowledge base, your customer relationship management (CRM) such as Salesforce, and your support ticket software. Don't settle for anything less than advanced reporting capabilities that provide a true understanding of the impact of your learning on the business. For the content that lives on your LMS, you'll find it a lot easier if you have native authoring tools available, but you can supplement these with video and audio editing software such as Camtasia and potential eLearning authoring software like Articulate or Captivate.

      When you're thinking about how to staff your academy, look to hire instructional designers, sometimes called learning experience designers. These will be people who can create learning experiences optimized for learning transference. You may also want an academy program manager to holistically stay on top of the academy's progress and look for ways to expand and collaborate across the organization. As it's a different skillset, you might want to hire an LMS administrator who can handle the back-end technical configuration of the LMS itself. The content you want to include in your academy may also dictate what staff you need – for example, trainers for instructor-led training (ILT) or someone with experience in psychometrics for building exams or certifications.

       In-Product Education

      However, more and more companies are discovering the impact of offering deeper learning experiences within the product, such as videos and interactive quizzes or activities. In fact, in many cases we've started to see the idea of an academy and IPE slowly converging, where fully fledged academies are popping up from within the product itself, and customers can access all the learning in-product.

      How to Build and Staff Your In-Product Education It's vital to build and staff your IPE. You'll want a digital adoption platform (DAP) like WalkMe or Pendo. You can build your own IPE, or you can use a tool like Thought Industries that surfaces content from within your product. While your instructional designers can support creating these experiences, you'll want to make sure that someone on your team works closely with the product to create super-engaging, concise learning experiences that fit the bill.

       Community

      Sometimes marketing owns customer online communities, but we think it fits nicely within customer education's remit, because the primary function of a customer community is to connect and learn from one another. A community is a channel for experts and advocates to influence and teach one another. An active customer community is a powerful support ticket deflection tool. You can use your community to ask questions, get feedback, and even draw threads to create new content.

      How to Build and Staff Your Community Community platform software like Insided will make it really easy to create, manage, and moderate your community. You can't get away without a dedicated community manager; they are essential because they moderate, encourage, promote, reach out, and manage the overall experience. Without one, you're seriously hampering the community's growth, and it's likely to fail.

       Blog, Social Media, and Email

      You'll usually find the blog, email marketing, and social media accounts housed under marketing, but customer education is beginning to take on some of these responsibilities, too. This is especially true if your customer education program functions as a center of excellence focused on the industry to which your customers belong. Blogs and social media are a great way to address the learning needs of potential customers earlier in the funnel, but they're super helpful for your customers, too! It's unrealistic in the modern era to assume that people are always going to head to your academy and learn. It's much more likely that they will find something by Googling organically, while they're scrolling through a social media feed, or because of a well-timed email marketing campaign. People are learning everywhere, from YouTube to TikTok, and you need a strategy in place for that. Customer education has a perspective around the industry that other departments may not have; we understand what people need to learn, and we have plenty of experience developing engaging content. If this content isn't under your purview, make sure you're at least a close contributor with the content marketing team.

      How to Build and Staff Your Blog and Social Media Accounts If you're taking the wheel with marketing content like the company blog and social media accounts, your technology stack is actually catchy videos and snappy content! What you really need here is just a content strategist who is savvy around social media and knows how to create engagement levels that go through the roof.

       Remember That Training Has Value

      Don't be worried that charging for content will turn the customer off from engaging. When people pay for content, they are often intrinsically more motivated