User Group Leaders Guidelines

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• How can I become a leader?
• What are some benefits of becoming a leader?
• User Groups Everywhere
• Leader Responsibilities
• Alteryx's Responsibilities
• User Group Expectations
• Perks
• Best Practices/Success
• Resources

Updated: 10/23/19

How can I become a leader?

Do you love all things Alteryx? Do you dream in workflows? Do you enjoy the thrill of solving? Do you want to share your knowledge and learn something new from others? Have you at least once called yourself an Alteryx Addict? Becoming a leader of your local Alteryx Community is for you!

Alteryx User Groups are independent volunteer organizations created for users, run by users, and Alteryx support. Here you have an opportunity to meet locally or virtually to bring together a broad range of backgrounds where users of all skill levels are sharing ideas, experiences, and best practices.

We have put together guidelines to prepare you for User Group domination.

What are some benefits of becoming a leader?

• Build your personal brand
• Network with other Alteryx users
• Opportunity for speaking engagements
• Amplify your advocacy
• Create a community of Alteryx users

Listen to some of our leaders

User Groups Everywhere

	Internal	Region (Virtual)	Local
What?	Share stories within your company	Share stories across a region	Connect with users in your local area
Why?	Stay up to date on all things Alteryx in your company, get to know your colleagues and learn from them	Hear from your peers virtually, see what others are doing in the biz, and share your success	Meet all levels of users in person, hands-on live training, ask questions, and get access to exclusive content

Don't see a User Group that suits your needs? Submit a request! (link)

Leader Responsibilities

1. Coordinate quarterly meetings
2. Facilitate meetings
3. Promote meetings through social media and all channels ( #alteryxusergroups or #alteryxusergroup)
4. Share meeting content through recaps
5. Attend quarterly User Group Leaders calls

Alteryx's Responsibilities

Alteryx will provide support and resources for User Group Meetings in the following ways:

1. Gate-way to cross functioning opportunities with Alteryx Associates and Tech Partners
2. Communication to all licensed users through promotional emails
3. Additional promotion via social media, Alteryx websites, and internal notifications

User Group Expectations

All are welcome

Alteryx User Group meetings are inclusive and open to anyone interested in Alteryx. User Group meetings have free admission.

User Groups are a community effort

User Groups are about the Community. The Community runs the User Group not the User Group Leaders. The User Group Leaders provide guidance and structure for the local Community. The User Group Team supports the User Group Leaders and provides guidance on how to run a User Group. We do not dictate what User Groups should do.

Leaders must be Alteryx Customers or partners

All User Group Leaders need to be current licensed Alteryx customers to start and lead a User Group. Partners can co-lead a group. Please review the Alteryx User Groups Partner Policy (link) for more information.

User Group meetings are promoted through the Alteryx Community/Eventbrite/MeetUp/Twitter

User Group meetings must be promoted through these channels to be eligible for full support. The User Group Leaders are expected to maintain the Alteryx Community User Group page and encouraged to be socially active.

No selling

User Group meetings are a customer event that provides peer to peer support. Selling at these events is not supported. If you see specific cases of selling at events, please flag the attention of the User Groups Team (usergroups@alteryx.com) and let us know.

Conduct

The User Group Program holds its leaders to the highest standards. Leaders are representatives of Alteryx to their local community. There is a zero tolerance rule. If you see specific cases of abuse, rudeness or other violations, please flag the attention of the User Groups Team. The User Groups Team can handle these situations.

Inactivity

User Groups who have not hosted a meeting in 2 quarters will be considered inactive and removed from the User Group pages on the Community. User Groups leaders will receive a warning 30 days before the group will be shut down. Groups can be reinstated by 3-5 Alteryx customers who are willing to revive and lead the User Group.

Relationship with The Alteryx User Group Team

Alteryx User Group Leaders and User Groups Team have a mutual partnership with the goal of coordinating and hosting meetings. The User Groups Team will support Alteryx User Group Leaders needs and help prepare them for success.

Reporting

User Group Leaders are required to share registration and attendee data with the User Groups Team, 5 business days after the meeting occurs. Groups who do not participate will not be eligible to Alteryx perks and resources (outlined below).

Perks

User Groups who fulfill the leader responsibilities and expectations will be eligible for the following perks:

• Exclusive access to newest Alteryx Platform updates & the Alteryx Technology Partners Series
• Face time with Alteryx Associates (special request)**
• Alteryx branded swag (special request & User Group activity)**
• Modest budget to be used for venues, snacks, and soft drinks (special request)**
• Communication to all licensed users through promotional emails

**The following perks to be discussed with the User Groups Team on a case by case basis

 

Best Practices/Success

• Repeat visitors attending meetings
• User Groups who coordinate at least 1 meeting a quarter
• % attrition rate at each meeting
• Building a pipeline for hosts and presenters
• Activity on the User Group page
• Positive feedback from participants after each meeting
• Be aware the content you are sharing at User Group meetings is for all audiences
• Have 3-5 User Group Leaders contributing to meetings (If you need help, contact the User Groups Team)

 

Resources

• Local Playbook
• Internal Playbook
• Regional Playbook