Acts of Advocacy

Advocacy Types are used to identify the actions your advocates are taking within your hub, primarily within the challenges you create. It’s important to choose the type that best describes the advocacy generated by a completion of this stage. You cannot add or modify Advocacy Types, but feel free to suggest one to our Product Team through Influitive VIP Product Feedback Discussion Forum.

When you are adding stages on a challenge, you will find the Advocacy Picker.

This is where you can select the type of advocacy that will be associated with each stage of the challenge. If you're not sure yet, you can skip to the stages and decide later in the stage:

Advocacy Types

Advocacy Name API Type Description
(None / Don't Report) N/A We recommend using this type if you there is no advocacy being generated for this stage, or it is being generated by a stage elsewhere. No Advocacy Record will be created for this stage!
Fun fun We recommend using this category for fun challenges in the Hub that aim to engage and entertain your advocates.
Participate in a Product Beta participate_in_product_beta Joined an exclusive beta group to help you test new Products or Services.
Contribute to a Blog Post contribute_to_blog_post Helped you write a blog post or wrote one on their own.
Contribute to a Case Study contribute_to_case_study Helped you write a case study, ROI study, or customer story.
Participate in an External Community participate_in_external_community Participated in an external community by commenting, upvoting, or posting content on sites such as Stack Overflow, Reddit, Quora, etc.
Complete Educational Certification complete_educational_certification Completed a certification or accreditation provided by you for your Product, Company, or Industry.
Attend an Event attend_event Attended one of your events, such as a Meetup, Dinner, Conference, etc.
Speak at an Event speak_at_event Spoke at one of your events, such as on a Panel, Q&A, Workshop, Webinar, Keynote, etc.
Give Product Feedback give_product_feedback Gave you feedback on your Product or Service through a questionnaire, interview, user testing, etc.
Submit an Online Review submit_online_review Submitted an Online Review about you using sites such as G2Crowd, TrustRadius, Glassdoor, Amazon, etc.
Join a Reference Call join_reference_call Joined a reference call with a Prospect to help close a sale.
Submit a Referral referral_submitted Submitted a Referral for your Product, Service, or Company. Can also be used for Employee Referrals.
Social Media - Other social_media_other Interacted with you on another Social Media Platform such as Instagram or Snapchat.
Complete a Survey complete_survey Completed a survey that helps improve your Company’s offerings such as a Research Project, Data Analysis, or General Feedback.
Give a Testimonial give_testimonial Gave a Testimonial about your Product, Service, or Company such as a Quote, Video, or Endorsement.
Complete Product Training complete_product_training Completed Training for one of your Products or Services.
Attend a Webinar attend_webinar Attended one of your webinars such as a Presentation. Q&A, Workshop, Educational Session, etc.
Share Content on Social Media share_content_on_social_media Shared your content with your selected social media networks.
Follow you on Twitter follow_you_on_twitter Followed you on Twitter.
Reply to a Discussion Topic reply_to_discussion_topic Replied to a Discussion topic in your Program either via a Reply to Discussions Challenge Stage or a direct reply to a Discussion Topic.
Generate an Upsell Lead generate_upsell_lead Volunteered for an Upsell. Use this to promote additional products and services you offer in your Program to create new Upsell Leads.
Generated a Cross-Sell Lead generated_cross_sell_lead Volunteered themselves or Referred an internal team for a Cross Sell Opportunity.
Complete Onboarding complete_onboarding Completed an Onboarding Program for your company.
Customer Satisfaction Score (CSAT) customer_satisfaction_score Gave a Customer Satisfaction Score (CSAT) Rating for your Product, Service, or Company.
Net Promoter Score (NPS) net_promoter_score Gave a Net Promoter Score (NPS) for your Product, Service, or Company.
Support Other Customers support_other_customers Supported other customers through mentorship, community building, technical support, coaching, etc.
Nurture a Prospect nurture_prospect Helped you nurture a prospect online, in person, or on social media by tagging them, sharing content, or answering their questions.
Made an Introduction to a Prospect make_introduction_to_prospect Made a personalized introduction to a prospect on your behalf after giving you a referral.
Contribute to an eBook contribute_to_ebook Helped you write an eBook.
Follow you on Facebook follow_you_on_facebook Followed your Company on Facebook.
Follow you on LinkedIn follow_you_on_linkedin Followed your Company on LinkedIn.
Follow you on Instagram follow_you_on_instagram Followed your Company on Instagram.
Recruit an Advocate recruit_advocate Helped you recruit a new Advocate to join your Hub.
Host a Webinar host_webinar Was a host on one of your webinars such as a Presentation. Q&A, Workshop, Educational Session, etc.
Generate an MQL generate_mql Performed an Action that created a Marketing Qualified Lead for your Company.
Persona Development persona_development Gathered information on an Advocate to build out their Persona.
Consume Educational Content consume_educational_content Viewed or read your content for the purpose of Learning and Education such as a step toward certification, onboarding, or employee training.
Give Community Feedback give_community_feedback Gave you feedback about your Community such as what content they enjoy, what rewards they would like, or other ideas to improve your Community.
Participate in a Research Study participate_in_research_study Research Studies or Focus Groups are ideal for collecting market research, validating high risk decisions, or developing intellectual property through scientific trials.
Join a Customer Advisory Board join_customer_advisory_board A Customer Advisory Board is often reserved for executive customers who may be less engaged in other activities. A CAB can help direct your company in many areas like the product roadmap or company positioning.
Give Company Feedback give_company_feedback Gave you feedback about a tactic or strategy you are experimenting within one of your departments. Examples include validating new ideas or changing company offerings.
Posted a New Discussions Topic post_new_discussion_topic A user posted a new or started a new topic thread in a Discussions. This isn't possible through a Challenge Stage.
Adopt a New Feature adopt_new_feature Product Adoption is a key metric for any company rolling out innovative new features. The faster and greater the adoption, will enable you to meet your objectives, either in sales and revenue, insights and learning to iterate on, or increased customer satisfaction and retention.
Social Referral Facebook share_referral_on_facebook Sharing personal referral link via Facebook
Social Referral Linkedin share_referral_on_linkedin Sharing personal referral link via Linkedin
Social Referral Twitter share_referral_on_twitter Sharing personal referral link via Twitter

Reporting on Advocacy Type in the Overview Dashboard

Overview Dashboard

There are two reports on the Overview Dashboard that show you the trend and total number of Acts of Advocacy happening across the Hub across the time frame you filter on. Clicking on any of these numbers will give you the option to break down the advocacy by type.

Advocacy Type on Corporate Workflow Stage

For challenges that use a Corporate Confirmation stage, admins should set the Advocacy Type on this stage as opposed to the previous stage where the advocacy happened. This way, the Act of Advocacy is only tracked if you approve it.

Difference between Challenge Type and Advocacy Type?

Challenge types are used for reporting on full challenge completions rather than the activities completed on individual stages. They are also used to configure Badges and Awards, and filter challenges as both an Advocate and an Administrator. This method is good as a general overview of activity, but can fall short when there are multiple stages. Advocacy Types allow you to report on each individual activity completed by the advocate. Unlike Challenge Types, if an advocate doesn't complete a challenge, the stage(s) they do complete can be reported on,  

Is the Advocacy Type applied retroactively?

Yes it is applied retroactively! If you change an Advocacy Type, it will automatically update past completions of that stage to reflect the new type. 

What has Changed?

During our analysis of Acts of Advocacy Types, we found that there were a few values that were essentially capturing the same Acts of Advocacy and therefore merged two separate values into one Type. We also found some Acts of Advocacy Type values that were too high level and should be split into two types. Lastly, we renamed some acts of advocacies to better define the ROI that they capture. we found some values that were no longer useful and should be deprecated. 

The following was is a list of old advocacy values that were renamed: 

Old Acts of Advocacy Types New Acts of Advocacy Types
Beta Users Participated in a Product Beta
Blog Post Contributed to a Blog Post
Case Study Contributed to a Case Study
Education Consumed Educational Content
Event Signup Attended an Event
Event Speaker Spoke at an Event
Fun Fun
Nurture a Prospect on Social Media Nurture a Prospect
Reference Joined a Reference Call
Review Submitted an Online Review
Social Social Media - Other
Social Facebook Post
Social Linkedin Post Shared Content on LinkedIn
Social Twitter Follow Followed you on Twitter
Social Twitter Post Shared Content on Twitter
Survey Completed a Survey
Testimonial Gave a Testimonial
Training Completed Product Training
Webinar Attended a Webinar

The following Acts of Advocacy Types were merged:

New Advocacy Types Added:

Nurture a Prospect
Give Community Feedback
Participate in a Research Study
Join a Customer Advisory Board
Give Company Feedback
Adopt a New Feature

Additional Notes:

The 'General' type of Advocacy was deprecated. You must now be more specific with regards to the type of Advocacy that you are generating. The next time you edit a challenge that was previously categorized as 'General', you will be asked to  select a new advocacy type.
The Acts of Advocacy type 'Forum Like'  was deprecated because although liking a comment does not contribute to ROI, however it is counted as an engagement.
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