User Group Resources

Tips and tricks to maintain your User Group.

Local use case sharing and content generating isn’t just limited to your user groups. Did you know that community.alteryx.com is chock full of content? Here are some suggested blogs, podcasts, Use Cases, and weekly challenges that you can share with your User Group via the User Group page or during your meetings.

Here are some sample agendas for your next User Group Meeting.

In this article, you will find the graphic resources you need to promote and organize your next UG meeting: UG Email Headers UG Social Media Banners which you can personalize in Canva UG logo Fun and useful signs are now available for use at your next UG in-person meeting

An internal Alteryx User Group enables users to connect with peers in other teams, departments and offices in their organization to gain insights on how to leverage Alteryx. 

Are you getting ready to plan your next User Group meeting and don't have a presentation prepared?! Look no further! The AUG Team has gathered a few templates to help you and your fellow User Group leaders to make hosting an Alteryx User Group meeting as easy as 1,2,3.

Signage Alteryx Logos, signs, etc. are used in the areas leading to the event site (Attached) Parking Parking areas checked beforehand for adequate parking Attendees are notified on parking accommodations Meeting Projector Screen Speakers if audio is needed Laptop Cables for speakers Cables for projector Microphone Extension cord PowerPoint on computer Business cards (To hand out during networking) Pens, pencils, highlighters Meeting Room Is there enough light? Will it fit enough people? Can AV equipment be set up in the space? Food or drink available? If so, who will bring them? Is it a quiet space? Is the location easy to find? Tip Create a Junk In The Trunk box: Get a large container to hold these items and keep in your car to bring to your next user group meeting.

Want to get to know other Users in your area?   The User Groups on Community are intended to drive conversation before, after, and between meetings. Below are some fun suggestions to help get things started. Happy posting!   Why you love Alteryx Share favorite tip using Alteryx Post a picture of you at Inspire Share your favorite tool and post a picture of it How you came to use Alteryx Today I learned? Something you are looking forward to at Inspire/new release Compliment a fellow user group member Post your favorite Alteryx youtube video Favorite movie at the moment? Post a picture of your dream vacation What is something cool you have learned using Alteryx What made your day today? We want to hear from you, if you have a fun topic in mind, reply to this posting!

What is Alteryx Community? Connect with data blending and analytic experts to discover new solutions to complex challenges, contribute fresh ideas, and gain valuable perspective on the industry   What is the User Groups on Community? The User Groups on Community connects you to a community of people like you to share work experiences, ideas and best practices, ask questions, and gain insights.   Post, Star, and Comment Frequently! Post! Share! Comment! We want this space to be available for open discussion and to share and exchange ideas with your peers about things in Alteryx you have discovered! The User Group Forum is a collaborative community venture that is only going to be resourceful as long as the User Groups makes it!   Is There an Alteryx Community Reward System? Yes! Earn fun, funky badges for your participation!! The more you post and comment the more you will be rewarded! Dive in today!   How Do I Promote My User Group? Promote via Email and Social Media! Mention Alteryx User Groups to your friends and colleagues!    User Group Etiquette Treat everyone with politeness Be relevant Protect your privacy Post! Share! Comment! We want this space to be available for open discussion and to share and exchange ideas with your peers about things in Alteryx you have just discovered! This space on Alteryx Community is a collaborative group venture that is only going to be resourceful as your User Group makes it.

With the meeting theme and speakers decided, it’s time to schedule your meeting! You can create a user group meeting even on EventBrite.com, along with tracking attendance. Eventbrite allows you to share the meeting on LinkedIn, Twitter and Facebook. Meetup can also help with scheduling a meeting and tracking who will and won’t attend. In addition, it provides you with a group mailing list and a place to store shared files (such as presentations).   Email Announcement to current User Group Members Alteryx owns the official User Group Roster because of confidentiality agreements. However, Alteryx wants to help promote your group! Once you have your event scheduled we’ll add your User Group meeting to Events @ Alteryx. Alteryx will also contact the users in your area announcing the User Group host and information. Please submit the Alteryx User Group Leaders Meeting Request Form with all the event details 3 weeks prior to your meeting.   Share, Share, Share! Create a fun #hashtag for all your posts. Make promoting your User Group fun and memorable!   Almost there! Last steps are to make sure you are prepared for your meeting:   Have you efficiently marketed your event? ·         Have you filled out your Alteryx User Group Leaders Meeting Request Form? ·         Do you have a plan for reminders in place once the date gets closer?   Have you collected all of your presenters’ slides ahead of time? ·         Collect slides to create a deck and email out to your presenters with a thank you confirmation.   Are name tags prepared to give out at your meeting? ·         See page 4 for directions on name tags   Check-In set up ·         Pull RSVP List from EventBrite or MeetUp and use for Check-In.   Show up at meeting site early to test A/V  

Good luck, and let us know how it goes! Be sure to discuss the cadence you want for your User Group and set a date for the next User Group meeting at the end of your meeting.   Follow up! Rewind and Repeat! Follow the steps above for planning meetings two and beyond!   Tips: Don’t forget to thank everyone for attending the meeting! Post shout-outs on social media. A little recognition goes a loooong way! Check the Alteryx User Group Leaders Community for more tips and interaction with other leaders around the world!   Make sure to share minutes and take pictures to post on your User Group Page.   Running a User Group sometimes takes a few trial runs to see what fits the group the best. Don’t be afraid to play around with the formatting of the meeting to suit your members’ needs.

Missed a meeting? Looking for the materials? Curious to see what happens at Alteryx User Group meetings? We got you covered! We have compiled a list that showcases what happens at our meetings in 2021.

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

Missed a meeting? Looking for the materials? Curious to see what happens at Alteryx User Group meetings? We got you covered! We have compiled a list that showcases what happens at our meetings.

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!

So you want to create your own EventBrite... how exciting! Creating an EventBrite is best way to get a snapshot of who has registered for your User Group meeting, and how many attendees you can expect.   Not sure how to get started? You've come to the right place. Here, you'll find a guide for how to create and publish an event for your next meeting.       Let's get started on creating a new event from scratch:    Request access to the Alteryx EventBrite account by reaching out to @LaurenU , @ChrisS , or @CatherineM  EventBrite will send you an email with instructions for getting set up “Create Event” Fill out Event Details Add an Event Image Best Practice: Use Canva to make a fancy picture! There are tons of templates, fancy fonts, clip art, etc! We use the LinkedIn Post Header size. AUG Template.           5. Event Description Add your agenda, important reminders, security and parking information Standard messaging to get you started: Alteryx User Groups enable peers to connect, share best practices, and improve skill sets that help maximize their potential with Alteryx.   Agenda 5:00-5:10: Welcome & Introductions 5:10-5:40: Use Case Presentation 5:40-6:10: Alteryx Connect Demonstration 6:10-6:40: Alteryx Certification Program 6:40-7:00: Q&A and Networking   Tip: Use the “Add FAQs” feature to see a template of FAQs.   6. Select your User Group in “Organizer Name"       7. Create Tickets > Free Ticket > Fill out Ticket Name as “RSVP" 8. Fill in Quantity available Set quantity based on space available at your location 9. Select “Actions” > Ticket Settings       10. Specify dates of when “Ticket Sales Start” and “Ticket Sales End”     Tip: Set your date end based on if you need to submit a roster to the front desk/security. CA Team usually closes dates 1-2 days before a meeting . 11. Additional Settings: Set up your Event Type and Event Topic   Pro-Tip: Use “remaining tickets” if you have limited seating   12. Make your event live!     Managing EventBrite Read on for more tips and tricks for working with EventBrite to get the most out of managing your event:   Event Dashboard   Order Options Edit and customize RSVP information, manage your waitlist, change the event language, etc.   Order Form Set the collection type on “Each Attendee” to allow customization of information based on ticket type Select “Create Question” > Add your custom question Select the following: First Name Last Name Email Address Company/Organization Work Address Phone Deselect Home phone Save! Tip: Custom add your own questions! Survey members before your meeting.           Waitlist Waitlist Settings > Enable Waitlist > Update “Maximum Waitlist Size”, “Attendee Information to Collect”, “Time to Repond”, “Auto-Response Message”, and “Waitlist Ticket Release Message”   Invite & Promote:  Email invitations   Analyze Event Reports > Attendee Summary > Export   Manage Attendees Add Attendees Add on last minute parties manually. Select quantity > continue > fill out information on registration page Attendee List Print Name Badges Check attendees into your meeting   You can even download the EventBrite App on your phone! (iPhone or Android)   If you have any questions, please reach out to @LaurenU, @ChrisS or @CatherineM . Now go forth and learn local!

Hello User Group Leaders!   Designating one person as the main organizer of Alteryx For Good in your User Group is a great way to kick off the  selection of your AFG non-profit organization and keeping all communication organized. This person will be acting as an Alteryx For Good Ambassador. Maybe it can be 1 leader on the team or perhaps a user group member!   The AFG Ambassador will be the main point of contact between the user group’s members and the non-profit organization (NPO). Their responsibilities include: Collaborating with the user group members to select a NPO and volunteer Posting the name of the NPO your group will be supporting on the UG Leader Board on the Alteryx Community Obtaining a main contact at the NPO for volunteering activities If it is a new NPO chosen by the UG, use the template to start the conversation. If it is an AFG NPO that already has an Alteryx license, request the introduction from alteryxforgood@alteryx.com. Our team will get you connected. Managing the event logistics: Organize an on-site volunteer event during Alteryx for Good Volunteer Week April 23-29. Communicate with UG members on the volunteer event info. Collect the number of volunteers participating, shift time, responsibilities. All UG Volunteers receive an AFG t-shirt!  Create the user group’s AFG t-shirt list by gathering quantity and sizes and following up with the AFG Committee to request the AFG t-shirts for distribution.  Assign an event photographer to capture the team’s volunteering efforts and help us tell the stories Send your event photos to alteryxforgood@alteryx.com. Briefly describe to us what the photo is telling: Who, what, where, when- what’s happening? Have your group follow us on LinkedIn, Facebook, and Twitter. Help support our AFG Awareness social media campaign by clicking “Like” or “Share” the AFG photos to your network

Sample Agenda #1 2:00pm – 2:15pm:  Welcome and Introductions 2:15pm – 3:00pm:  Alteryx Analytic Gallery Apps Presentation and Q & A 3:00pm – 3:45pm:  Alteryx Product Road Map Presentation 3:45pm – 4:15pm:  Round Table Discussion:  Favorite tools and why What have you learned recently by using Alteryx What department/business type are you in:  IT, BI, GIS, Real Estate, Restaurant, Finance, Marketing, etc. What do you mainly use Alteryx for: Data processing, analytics, ETL, GIS/geospatial analysis, predictive analytics, etc. What topics do you want to see presented/discussed at the next meeting, using R Tools, geospatial analysis, data warehouse integration, etc. 4:15pm – 4:30pm:  Networking 4:30pm – 4:45pm:  Next meeting business:  Upcoming topics   Sample Agenda #2 5:30pm - 6:00pm:  Networking and Meet & Greet 6:00pm - 6:15pm:  Introductions and Announcements 6:15pm - 6:45pm:  Customer Use Case Presentation and Q&A 6:45pm - 7:15pm:  Alteryx Solutions Engineer Presentation Overview of v9.5 Updated UI In-Database Tools Building out a Predictive Modeling Flow Data investigation tools Predict MLB wins using Sabermetrics data Logistic Regression, Score Tool, Associated Analysis 7:15pm - 7:30pm:  Questions and Closing Remarks   Sample Agenda #3 4:00pm – 4:30pm :  Networking and Meet & Greet   4:30pm – 5:00pm: Inspire 2015 Highlights, Olivia Duane Adams, Chief Customer Officer, Alteryx As a Keynote Speaker at Inspire 2015, there is no better person to kick off the Inspire 2015 Debrief than Olivia. She will share exciting Inspire 2015 highlights, recap the conference’s most important key points, and share with us what it truly means for Alteryx users to achieve analytic independence.   5:00pm – 5:30pm: Predictive Analytics & Time Series, Michael Ponton, Chief Analytics Officer, Competitive Analytics Spring-boarding off the predictive analytics sessions at Inspire 2015, Michael will be presenting the basics of time series forecasting utilizing methods from the “Time Series” Alteryx tools, particularly the ARIMA and ETS tools. He will then review data preparation and manipulation for easy visualization and scenario analysis in Tableau.   5:30pm – 6:00pm: Tips & Tricks from an Expert, Jimmy Garrett, Solutions Engineer Team Lead, Alteryx As a Solutions Engineer for Alteryx, Jimmy Garrett knows exactly how to draw the most value from the array of tools available within Alteryx. In his presentation, Jimmy will share with the SoCal User Group the most valuable take-away tips and tricks presented at Inspire 2015 to give you ultimate analytic independence!   Sample Agenda #4 5:00pm-5:30pm: Meet & Greet 5:30pm-5:50pm: Olivia Duane Adams, Chief Customer Officer, Alteryx 5:50pm-6:20pm: Open Forum to tell your story around Alteryx 6:20pm-6:50pm: Discussion on what everyone would like from the User Group going forward 6:50pm-7:00pm: Closing Remarks