Optimizing Opt-Ins For 1:1 Engagements

Choose Your Topic
1. Audiences are most likely to opt-in to an engagement when they find discussing the chosen topic beneficial or valuable for their situation.
2. When you select your topic for your next engagement, please take a look at the previous engagement Feedback Forms and past engagement dashboards. Here you will find topics your community has identified as topics they would like to discuss next.
3. More on Feedback Forms 👇https://app.intercom.com/a/apps/wqec7qaf/articles/articles/6453576/
  1. You specifically want to review Question 5: Which topics would you be most interested in discussing over future conversations? Members have already left feedback on what they would be interested in discussing.
  2. Use the custom questions of the feedback form to get more information about members' goals, and interests and set up the following engagement around that.
  3. More on Discussion Topics 👇https://app.intercom.com/a/apps/wqec7qaf/articles/articles/6518005/show
Personalize Your Invite & Reminder Emails
1. This is a GREAT opportunity to personalize your message and drive excitement about this matching round to your community.
2. Explain the benefits of the program by including value-driving metrics and testimonials. Make sure to have some of the following details in your invite emails:
  - Average Engagement Match Rating
  - Participant Testimonials to showcase the value members find in the conversation.s
  - How many matches the community made
  - Average NPS Score
3. You should personalize the verbiage in these emails and leverage them as a standard communication tool for your audience.
Conversation Dates
1. Based upon our research, people are more likely to opt-in to an engagement when conversation dates take place the Thursday & Friday after the registration window closes.
  1. During the holidays (summer, Thanksgiving, Christmas, New Year's Eve), avoid scheduling conversations for Fridays - Wednesdays and Thursdays preferred.
  2. More on Conversation Dates👇
    https://app.intercom.com/a/apps/wqec7qaf/articles/articles/6732828/show
2. Please ensure that audience members know they can reschedule their conversation if they are unavailable during the proposed conversation dates.
  1. How Members Can Reschedule Their Conversations 👇https://app.intercom.com/a/apps/wqec7qaf/articles/articles/6584408/show
Internal Promotion
1. Promoting the engagement internally (outside of Orbiit invite opt-in and reminder emails) can largely determine the number of opt-ins you will receive.
2. Orbiit recommends a minimum of four outreaches specifically for each matching round. An ideal outreach schedule should look like this:
  1. Community-wide outreach to the community sharing the opt-in link and bringing awareness to the matching round
  2. Orbiit Invite emails
  3. Community-wide outreach to those who have not opted-in
  4. Orbiit Reminder emails
3. Promote the engagement before it goes live.
  1. Let members know what you have planned for them and build anticipation for conversation topics.
4. The opt-in link for live events should be shared in any of the below channels.
  - Community-wide Communications
  - Wherever the community is organized
  - Community-wide emails
  - Community-wide Slack channels
  - Community-wide Linkedin pages
  - Community-wide Facebook pages
    Example: *Our Orbiit matching round is currently live! Meet a peer and investigate your personal/professional challenges, goals, and interests.
    Reasons to join:*
    When asked how strong of a fit your match was for you, you reported a 4.8/5!
    What your peers are saying...
    "Tangible next steps on how to improve what I'm doing!"
5. More on Internal Promotion👇
  https://app.intercom.com/a/apps/wqec7qaf/articles/articles/4886810/show
Stay Consistent
1. Make announcements through every possible channel.
2. Use brand evangelists
  - Identify members of the audience who could help promote and build excitement by re-sharing the opt-in link and giving a personal testimonial to the group.
  - Please reach out to Client Success ([email protected]) to ask for a list of power users who will help you identify your most active members who will best promote the Orbiit program.
3. Personally reach out to non-adaptors
  1. Please reach out to Client Success ([email protected]) to ask for a list of people who have never signed up for an engagement and target them with a direct email.
    Example: *Hi {First Name},
    You’re missing out! Last year, {Client Name} started offering community chats for all our portfolio members and want you to take advantage of this curated program. For some context, over 130 {{Client.Name}} members have taken part in these chats. When asked how well-suited their match was, participants indicated a 4.4/5 rating.
    Join TODAY to meet a compatible peer in the {Client Name} community.
    This month, you’ll have the opportunity to discuss…
    Discussion topic 1
    Discussion topic 2
    Discussion topic 3
    Don’t forget to share feedback with us after the conversation so we can continue to meet your needs & solve your current challenges.*
4. Run Orbiit rounds after in-person events and use them to promote the matching initiative. E.g allow your power users to share their experience with the Platform live on stage.
5. More on Optimizing Opt-Ins While Registration Is Live 👇https://app.intercom.com/a/apps/wqec7qaf/articles/articles/6479970/show