Community Advocacy

1. You are here:
2. Handbook
3. Marketing
4. Community Relations
5. Community Advocacy

On this page

• Who we are
• Finding the Community Advocates
  • Emergency contact
• Community Advocate Resources
• Role of Community Advocacy
  • Goal
  • Plan
  • Vision
  • Respond to every community question about GitLab asked online
  • Respond to every question asked internally
• Involve experts
  • Can you please respond to this?
    • Expert Response Guidelines
    • Expert Response Steps
    • Expert Response Strategies
• Community response channels
• How we work
• Coverage for important and/or urgent mentions
  • With the full team online
  • With a team member offline
  • After hours
• Deliverable scheduling
• Release day advocate duty
• Additional responsibilities
  • Support for Education, Open Source and Startup Programs
  • Contributor recognition
• Initiatives
  • Merchandise
  • #movingtogitlab
• Advocate for a Day
• Expertises
  • Expertise rotation
• Tech stack
  • Customers portal
  • Discourse
  • Disqus
  • License App
  • Printfection
  • Salesforce
  • Shopify
  • Stickermule
  • TanukiDesk
  • Tweetdeck
  • Zapier
  • Zendesk
• Advocate and Social Team Shadow Program
  • Metrics Update Process
    • Adding Response Time Metrics to Slides
    • Adding Expert Response Metrics to Slides
  • Quarterly OKR Epic Creation Process
    • Steps to Create a New Epic for Community Advocates Quarterly OKRs
• Relevant Links

Who we are

Person	Role
Beth Vanderkolk	Sr. Community Advocates Manager
Borivoje 'Bora' Tasovac	Junior Community Advocate
Emily Cook	Senior Community Advocate
Annie Huang	Community Advocate
Samantha Lee	Community Advocate
Lindsay Olson	Senior Community Advocate

Finding the Community Advocates

• Community Advocacy Issue Tracker; please use confidential issues for topics that should only be visible to team members at GitLab.
• Chat channel; please use the #community-advocates chat channel for questions that don't seem appropriate to use the issue tracker for.
• Community Advocates on GitLab.com: Use the @community-advocates handle in GitLab.com to mention the team for comments in issues or MRs that require their attention.

Emergency contact

• Advocates contact
• Incident management roles
• Relevant Slack channels for incident/infrastructure: #incident-management, #infrastructure-lounge

Community Advocate Resources

• Community Advocate Bootcamp
  • Bootcamp

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Role of Community Advocacy

Goal

The goal of community advocacy is to respond to all of the GitLab mentions and questions asked online in a timely manner.

Plan

1. Have discount codes that are easily distributed by team members
2. Send every major contributor a personalized gift
3. Expand the coverage of all GitLab mentions.
4. Improve responsiveness on high priority channels.
5. Do the rest of the contributor journey

Vision

1. GitLab has 1000's of active content contributors (e.g. for blogs, meetups, presentations, etc.)
2. Being a core contributor is a very rewarding experience
3. There are 10's of active GitLab/ConvDev meet-ups
4. 100's of talks per year given at conferences and meetups
5. Our most active content contributors come to our summits
6. 100's of people contribute content about GitLab every month
7. We use software that helps us to keep track of core contributors (can be forum, Highrise, software made for advocacy, or a custom Rails app)
8. There is a core contributors page organized per region with the same information as the team page and what they contributed, where they work (if they have a LinkedIn profile), and a button to sent them an email via a form.
9. We measure and optimize every step of the contributor journey

Respond to every community question about GitLab asked online

• This includes helping members of the community with their questions, but also making sure that the community is heard and that the feedback from the community reaches the rest of the team at GitLab.
• Engage with the developer community in a way that is direct but friendly and authentic. Be able to carry the tone of the GitLab brand while also giving the proper answers or direction to members of the community.
• Engage with experts in the GitLab team to provide the best quality answers and to expose them to community feedback.
• Help update the social media guidelines and GitLab voice as new situations arise.
• Explore different tools from Zendesk to Mentions to find a way to track all mentions of GitLab across the internet.
• Don’t be afraid of animated gifs and well-placed humor! We are not robots.
• Work within the GitLab process to help users report bugs, make feature requests, contact support, and provide feedback on the product.

Respond to every question asked internally

• This includes helping GitLab team members with their questions across the #community-advocates, #community-relations, #education-oss, #swag Slack channels and making sure that they are heard, and that we help them with our input and assistance.
• Make sure to enable the Slack notifications for all the new messages in the channels mentioned above
• Help the team with tailoring and reviewing the drafts of their responses going online.

Involve experts

As Community Advocates, we will often want to involve experts in a topic being discussed online. The Involving experts workflow section describes how we do it.

Can you please respond to this?

You got a link to this because we'd like you to respond to the mentioned community comment. We want to make sure we give the best answer possible by connecting the wider community with our experts and expose you to more community feedback.

Expert Response Guidelines

• When responding to community mentions, you should check out the social media guidelines.
• Since the community members can't participate in the internal Slack discussions, please answer in the social channel that the comment was originally posted. This builds community directly between GitLab team members and the wider community.
• If you can't respond to the linked comment, that's OK, but please quickly let the person who pinged you know so they can ping someone else. Just sharing a project or an issue your team has on the horizon can also be an effective response.
• Sometimes, a simple 'thanks' or recognition is enough.
• We value efficient communication, but this could come across as short to the wider community. Think about tone and authenticity when responding.

Expert Response Steps

• Consider the best response strategy and navigate to the comment provided by the Advocate
• Respond on the related social channel using your personal account
  • When responding on news.ycombinator.com, please make sure the about field on your account page is representing your current role at GitLab
  • When responding on our website comments, please use your personal Disqus account
  • We can upgrade your GitLab forum account to Admin if needed
• Let the Advocate know that you responded on Slack, so they can close the related ticket on Slack
• No further action is required from your side - advocates will notify you again if needed

Expert Response Strategies

If you or your team is unsure how to best collaborate on a community response, consider using one of these strategies:

• Discuss potential responses on the Slack thread where a Community Advocate has pinged you. Advocates can jump in and help with the response.
• Create a collaborative Google Doc to draft and plan response with team members asynchronously. See this example from experts on the Manage team whose collaboration resulted in a personal and detailed Twitter response.
• Learn more about building community by attending the Community Relations monthly Book Club or reading about our discussion in this issue
• If you're part of the customer success team, consider adding your social responses to this shared snippet page for social responses

Community response channels

The Community Advocates actively monitor and respond to the following set of channels.

In this overview:

• Those channels not marked as active need a response workflow to be put in place and are currently monitored on an occasional basis.
• Each channel has a link to the workflow in place to process responses

CHANNEL	SOURCE	AUTOMATION	DESTINATION	ACTIVE?
@gitlab	Twitter mentions	Zendesk	Zendesk	✓
@movingtogitlab	Twitter mentions	Zendesk	Tweetdeck	✓
@gitlabstatus	Twitter mentions	Zendesk	Zendesk	✓
Facebook	Facebook page messages	Zapier	Zendesk	✓
Hacker News	Hacker News mentions	Zapier	Zendesk and Slack: #hn-mentions	✓
Hacker News front page stories	Hacker News front page mentions	Zapier	Slack: #community-advocates	✓
Education Program	Education application form	Marketo	Salesforce and Zendesk	✓
Open Source Program	Open Source application form	Marketo	Salesforce and Zendesk	✓
Startups Program	Startup application form	Marketo	Salesforce and Zendesk	✓
E-mail (merch@gitlab.com)	Shop contact	E-mail alias	Zendesk	✓
E-mail (community@gitlab.com)	Handbook	E-mail alias	Zendesk	✓
E-mail (movingtogitlab@gitlab.com)	#movingtogitlab campaign (deprecated)	E-mail alias	Zendesk	✓
E-mail (education@gitlab.com)	Support contact	E-mail alias	Zendesk	✓
E-mail (opensource@gitlab.com)	Support contact	E-mail alias	Zendesk	✓
E-mail (startups@gitlab.com)	Support contact	E-mail alias	Zendesk	✓
E-mail (personal inbox)	E-mails to track as tickets	E-mail alias	Zendesk	✓
Website: blog	Disqus comments	Zapier	Zendesk, #mentions-of-gitlab	✓
Website: DevOps Tools	Disqus comments	Zapier	Zendesk and Slack: #devops-tools-comments	✓
Speakers	Find-a-speaker form	Zapier	Zendesk	✓
Reddit	Reddit mentions	Zapier	Zendesk	✓
Documentation	Disqus comments	Zapier	Slack: #docs-comments	✓ (Docs Team)
Stack Overflow	Stack Exchange mentions	Zapier	Zendesk	✓
GitLab forum	forum.gitlab.com	Zapier	Zendesk and Slack: #gitlab-forum	✓
Lobste.rs	lobste.rs mentions	Zapier	Slack: #mentions-of-gitlab	✖
IRC	IRC support	N/A	N/A	✖
Gitter	Gitter support	N/A	N/A	✖
YouTube	YouTube comments	N/A	N/A	✖
Mailing list	GitLabHq Google Group (deprecated)	N/A	N/A	✖
Quora	GitLab Quora topic	N/A	N/A	✖
Wider community content	Blog post comments	N/A	N/A	✖

How we work

• Community advocacy workflows
• Community advocacy guidelines
• Pilot program page

Coverage for important and/or urgent mentions

At this time, the Community Advocates team spans across three main timezones: CST (Chinese Standard Time, UTC +8), CET (Central European Time, UTC +1) and CDT (Central Daylight Time, UTC -5). Our typical coverage based on these time zones is Monday - Friday from 8:00UTC to 22:00UTC, plus occasional weekend coverage for release days.

While this gives us the capacity to address most mentions during the working day, often important and/or urgent mentions happen outside our current coverage times.

With the full team online

This is the ideal case where there is coverage from the full team and we follow the regular workflows for each one of our monitored channels.

Community Advocates Coverage Handoff: before ending your day, please review ongoing conversations and mentions in our channels to assess whether there is any one of them that could potentially become important and/or urgent. If that is the case,

• Involve the relevant experts as you would generally do. Let them know you are going offline at the end of your workday and ask them to monitor the channel or find someone on their team who can do it while you're out.
• Assign corresponding Zendesk tickets to the group of advocates who will be online next. In Zendesk, these groups are named APAC, EMEA, and AMER and contain each advocate working in those specific timezones. Mark the priority of the ticket as either high or urgent. Be sure the Zendesk ticket links to all relevant discussions/expert outreach on Slack.
• If a Zendesk ticket is marked as urgent, you should also ping @advocates in the #community_advocates slack channel for higher visibility.
• When your coverage begins each day, first check Zendesk for any tickets assigned to your group. Process tickets marked urgent first, and high second. After you've reviewed and taken necessary action on these tickets, start your regular processing workflow.

With a team member offline

Community Advocates: if a member of the Community Advocates team is offline during their regular working hours (e.g. due to Paid Time Off, illness or unforeseen events) for a day or more, and that leaves their timezone uncovered, please activate the Advocate for a day process with at least two additional advocates.

If the time offline extends more than a few days, it is advisable to find additional advocates and rotate their roles.

After hours

In general, if you notice an online mention that needs to be addressed, please ping @advocates on the #community-advocates Slack channel. All Community Advocates have notifications enabled for this group handle and this channel –notifications are also sent if the handle is mentioned on any GitLab Slack channel.

You can also contact any of the Community Advocates directly via Slack or text message.

If required, please consider using the Marketing Rapid Response Process as well.

Deliverable scheduling

• Team meetings are on Tuesday
• One on one's are on Thursday
• All deliverables are expected to be completed by Friday of the running week
  • Lots of time to complete
  • Enough time to review
  • Enough time for resolving potential problems
  • Small deliverables force small/fast iterations
• All deliverables are expected to be merged by Tuesday
• For every handbook update (that substantially changes the content or layout), please follow the handbook guidelines

Release day advocate duty

Every 22nd of the month we release a new version of GitLab. More often than not we get a spike in community mentions. To help deal with this we have dedicated release advocates that own the effort of responding to community mentions on/after a release.

Every month a different advocate has release advocate duty. It rotates on a monthly basis. If the release day takes place on a weekend, one of the advocates is assigned to monitor the traffic and to process mentions. We keep track of the assignments on the Community Advocates GitLab team calendar. You can view our workflow page to see the advocates release day tasks.

Additional responsibilities

Support for Education, Open Source and Startup Programs

Community Advocates support the Education, Open Source and Startups Programs, and their Program Managers.

Their role is to process and manage program applications as per the application management workflow.

Contributor recognition

Initiatives

Learn more about recognizing contributors

Merchandise

Community Advocates manage merchandise requests, inventory and the merchandise tech stack.

Learn more about how Community Advocates manage merchandise

#movingtogitlab

During news cycles such as the Microsoft acquisition of GitHub, there may be an increase in new GitLab users. The movingtogitlab specific Twitter account highlights all the users who tweeted about switching to GitLab.

Advocates should always look for new users moving to GitLab and make sure to thank them and ask what the benefits of using our products are. When doing so, please follow the #movingtogitlab workflow.

Advocate for a Day

When community advocates aren't available, or we expect high traffic on social media (because of some major outage, or some significant announcement), we should try to recruit more GitLab team-members who would help us cover our social networks. Our Advocate for a Day page is meant to help assist anyone who has been asked to perform this duty.

Expertises

Every Community Advocate owns one or more of the team's processes. These are called expertises.

• Merchandise - Samantha
• Support for Education, Open Source and Startup Programs - Borivoje
• Zendesk integrations - Emily
• GitLab Forum - Lindsay

Expertise rotation

From time to time we run expertise rotation rounds to ensure all Advocates are trained in all expertises.

Tech stack

Customers portal

The Customers Portal is the in-house platform to manage customer subscriptions. We use it mostly in the context of the Education, OSS and startup programs for:

• Tracking, editing and resending EULAs
• Changing the Primary contacts on existing subscriptions
• Manually upgrading user's GitLab.com groups

Learn more about the Customers Portal.

Discourse

Discourse is the platform on which the GitLab forum is run.

Learn more about how we use Discourse.

Disqus

Disqus is the commenting platform we use to enable our wider community to comment on the GitLab website, the DevOps Tools pages, and documentation comments.

Learn more about how we use Disqus

License App

The License app is the in-house platform to generate licenses. Access to the LicenseApp requires a dev account. In the context of the Education, OSS and startup programs, the License App:

• Can be used for downloading and resending license keys for the self-hosted subscriptions
• It can also be used for generating trial licenses. Always make sure to document it in the SFDC as a comment on the appropriate account

Printfection

Printfection is the swag management platform. Community Advocates use it to manage the inventory and orders for most swag items.

Learn more about how Community Advocates manage merchandise.

Salesforce

Salesforce is the CRM platform we use to support the Education, Open Source and Startup Programs.

Shopify

Shopify is the GitLab store frontend platform. Community Advocates use it to publish merchandise items for sale, for reports and inventory tracking.

Learn more about how Community Advocates manage merchandise.

Stickermule

Stickermule is the swag platform used to print and order custom stickers.

Learn more about how Community Advocates manage merchandise.

TanukiDesk

TanukiDesk is an in-house open source project. Its goal is to provide bidirectional communication between Zendesk and Disqus/HackerNews.

We're currently utilizing this app to work on Disqus mentions via TanukiDesk Disqus Channel app.

Tweetdeck

Tweetdeck is used in special cases to post and manage Twitter responses. Otherwise, Twitter responses are tracked and most generally posted directly from Zendesk.

Learn more about how we use Tweetdeck.

Zapier

Zapier is an automation tool used to identify mentions across our response channels and to route them into Zendesk as tickets

Learn more about how we use Zapier.

Zendesk

Zendesk is the central place for Community Advocates to track wider community mentions across our response channels and to effectively respond to them. It also used to measure our KPIs.

Learn more about how we use Zendesk

Advocate and Social Team Shadow Program

Purpose: The purpose of this shadow program is to build effective collaboration and community building strategies between the Community Advocates and the Social Media team.

Outcomes:

1. The Advocates will gain an increased understanding of the Social Marketing Handbook and learn new strategies for engaging with community members on social channels to promote GitLab brand awareness.
2. The Social Team will gain an increased understanding of the Community advocate workflows and how the Advocates reroute or respond to different types of GitLab mentions.
3. Following the shadow sessions, the Advocates will build guidelines in the handbook to better define paths of action for response for various types of GitLab mentions.

The planning of this process can be followed on this GitLab issue.

Metrics Update Process

Each month the marketing team hosts a Key Monthly Marketing Metics meeting. The advocates team is responsible for updating relevant data in the presentation slides.

• All advocates should join the #keymonthlymarketingmeeting Slack channel. Updates are coordinated here and all channel members will be pinged when the slides are ready for updates.

Adding Response Time Metrics to Slides

1. In Zendesk, navigate to Reporting -> Insights Tab -> Overview
2. Take a screenshot of the 'Median First Reply Time'
3. Take a screenshot of the 'Daily ticket activity for the last 30 days'
4. Add both screenshots to the Channel Response Time presentation slide.
5. Report on #keymonthlymarketingmeeting Slack channel that the slide is up to date

Adding Expert Response Metrics to Slides

1. In Zendesk, navigate to Reporting -> Insights Tab -> Overview
2. Click into the Tickets Tab
3. Adjust the date appropriately (usually to represent 30 days), allow numbers to refresh
4. Hover over the main number (big and bold) in the Tickets Solved box, then click the down arrow (in the circle) when it appears
5. Click View This Report in the pop-over box
6. In the Headline Solved Tickets view click the How Button
7. Work from left to right: left column -> select Ticket Tags, middle column -> select Ticket Tag -> click Done
8. Click Filter Button -> click link that says Add Filter
9. Select the Attribute to Filter -> Month/Year (Assignee Updated) -> choose appropriate month(s) -> click Apply
10. Scroll to view the list of Ticket Tags and the number of solved tickets in the timeframe you have chosen
11. Open the Expert Response Monthly Data spreadsheet
12. Update the spreadsheet with the new numbers from Zendesk; the graph will auto-update, and reflect in the presentation, when you do

Quarterly OKR Epic Creation Process

Each quarter we define and have the opportunity to share our OKRs publicly. An advocate is responsible for creating an epic from the content in the quarter's OKR page by following the steps listed below.

Translating our OKRs into an epic each quarter is in line with our transparency value, and it helps us collaborate better as a team when it comes to our objectives and key results.

Steps to Create a New Epic for Community Advocates Quarterly OKRs

• Open the relevant quarter's OKR handbook page
• Search for "Director of Community Relations" in the page (in your browser, try using command-f or Ctrl-f to quickly find the phrase)
• Scroll through the OKRs assigned to "Director of Community Relations" until you find the associated Community Advocate OKR/KRs
• Copy the list of bulleted KRs you find
• Navigate to this list of the Community Relations Team's epics with an OKR tag - you will be creating a new epic here with the list of KRs you copied from the handbook page
• Click the New Epic button in the upper right corner and follow the title naming convention "FY2X-QX OKR: enter name of OKR " (ex. FY21-Q1 OKR: Scale Community Advocates team)
• Edit your new Epic to include the bulleted list of KRs you copied
• Add the red OKR tag
• Add a due date (usually the last day of the quarter)
• Save changes, and tag teammates if you need support in the comments of the epic
• Click here to see an example of a Community Advocate Quarterly OKR Epic

Relevant Links

• Social Media Guidelines
• Support handbook