Calling all WordPress Agencies

The WordPress.org marketing team has put together a survey to gather case studies from agencies, clients, and enterprises using WordPress.

We want to understand how WordPress as a CMS is used, and we’d love your help to do it.

Why should you do it?

Putting case studies together is not easy work. It’s difficult to find the right words to explain a complex project and do it in a way that others find interesting to read.

The WordPress.org marketing team would like to help! And in turn, we’d love you to help us.

In our survey, we’ve created a format to help you tell your story, so you don’t have to worry about writing huge chunks of text. You can simply use this framework and get them done quickly and effectively, whilst still telling the project story in full. It’s also a great opportunity for you to showcase your most interesting projects and clients.

The survey is broken down into six key parts;

  • The Project
  • The Challenge
  • Why WordPress
  • The Obstacle
  • The Solution
  • The Results

Take a look at our Sample Case Study.

There are several reasons you should submit your case studies to our survey. It isn’t just a way of contributing towards WordPress.org; it’s helping all of us understand the way agencies are using WordPress, and moving towards a future that supports that.

It’s also a celebration of that use! And a way of putting together a portfolio of work to promote WordPress. You will also be free to reuse your case study write-up on your own website and/or company blog once they’ve been published on make.wordpress.org/marketing.

We’re already over 28% of the web. Can you help us make small steps towards growing that number?

Agencies: We’d Love Your Case Studies

Do you have an amazing project you want to shout about? Did you, or your team, work on a cool new feature? If so, we want to know!

It doesn’t matter whether your project was big or small, or whether it was paid for or done pro bono; we want to know the various ways in which WordPress agencies are using WordPress. If you own or work in an agency, you’re just the people we want to hear from.

What should you do?

  • Select one person in your agency to be responsible for submitting case studies.You can submit as many case studies as you like! But we’d advise you to coordinate with your team so we don’t receive the same submission twice.
  • Submit the case studies via this survey.
  • There is no limit on the number of case studies you can submit! The more you can tell us, the more we will know.
  • We want to hear new stories; please don’t send us something you’ve previously published! It’s totally fine if you’ve already written about this project on your site or company blog before. What we’d like you to do is use the framework we’ve created in the form to help you provide this information, rather than copying and pasting chunks of text into the form! (We know this takes work and we’re super grateful for your time!)
  • Please make sure you have your client’s permission to submit this information. We’ll ask you this again when you submit the case study.

When should you do it by?

Originally we set a deadline against this. Then we realised it’d be more helpful if we kept submissions open until we received enough case studies.

What should you know?

Once you’ve submitted the case study, it’ll go through a process of review where it may be subject to further editing.

We’re really grateful to you for your time, but please bear with us if your case study isn’t published! We cannot publish all case studies, but we will carefully review each application and will be in touch to explain our decision.

Case studies that are accepted will be published on the make.wordpress.org/marketing blog and promoted through various channels to the community.

Who can I reach out to with questions?

Get in touch with us in the Make WordPress.org #marketing team on Slack. Alternatively, drop us a comment below and we’ll do our best to get back to you.

Thank you for your time! If you have any feedback or would like to get involved with the #marketing team at WordPress.org, please don’t hesitate to do so. We love new members and we’re eager to grow our team 🙂

Want to help?

Whether you participate in the survey or not, we’d still love your help promoting it! Help us spread the word. Share the survey and mention #WPAgencySurvey when you talk about us on Twitter.

My leave and Bridget Willard, co-team rep for Marketing

Hey all, just in case you didn’t see I’ll be out on leave until the end of November, and won’t be checking Slack so make sure you direct any questions to #marketing in Slack. I’m excited to see what everyone gets accomplished while I’m out! I’m sure it will be great.

I’m sure it comes as no surprise that Bridget Willard @gidgey is being promoted to co-team rep for Marketing and primary team rep in my absence. She’s been doing an amazing job and we’re lucky to have her time!

If you’re interested in getting more involved in .org Marketing, there’s always room for more leaders and doers!

Let Bridget know in the comments if you’d like to become more involved on the team so she can chat with you about taking the lead with meetings, notes, wrangling specific subgroups and/or projects. All we ask are consistency in your dedication and thoughtfulness in your communication – give what time you can, regularly, and let others know when you can’t. 🙂

I’ll see you in a few months!

 

Prepping for Marketing at Contributor Day #WCEU 2017 (& Bridget!)

WordCamp Europe and .org marketing go way back! In fact the first Contributor day which featured marketing was in 2014 at WCEU Sofia, during which I spearheaded and led some very enthusiastic participants, well before we had a p2 or Slack channel.

Contributor Day at WCEU 2017

This year, I’m happy to announce that @bridgetwillard will be leading the Marketing efforts at WCEU 2017 Contributor Day! We’re working together to coordinate some of the details ahead of that day, which we’ve started work on below, but be sure to look out for her on the actual day. For my part, I’ll be on leave at that time so I’m grateful others are stepping up and contributing more and more. There’s plenty of room for your contribution!

How can you participate? Read on for some words from Bridget about preparing for Contributor Day, and as always, see you in Slack #marketing

Contributor Day at WCEU 2017

As you know, June 15 is Contributor Day before WordCamp Europe.

The great thing about Contributor Day is that hundreds of volunteers gather in one place to do what do best. And this is the basis of everything we love about WordPress. It’s the most robust CMS with the most generous Community. Honestly, it’s an easy sell.

What’s fun is that we go outside of Slack for a day, leaving our computers (well, not totally — please bring them) and collaborate.

(Did you sign up yet?)

Contributing to Marketing

The Marketing Team (because Marketing is a huge task) has been split into four groups based upon audience personas.

We have quite a few meetings in May. We’d love your help.

Can we do a combined effort in all of our subgroups to focus on a brainstorm list of things that you’d love to be addressed and/or worked on at Contributor Day? That way, those who show up on Contributor Day will already have a list of things to tackle/discuss.

I see this as a great opportunity for all of  us to participate regardless of where you will be physically located on June 15.

So, let’s get together, make a list, and roll up our sleeves!

We’re WordPress. We know Community. Let’s do this.

Marketing WordPress to Agencies & Clients – March 22 2017 Notes

We convened a Marketing WordPress to Agencies & Clients meeting, although most members could not attend due to schedule conflicts. Some updates were shared on work tasks from the last meeting.

  • @Andymci has tweaked the WordPress for Agencies and Clients – Case Study Survey, so he’ll update the subgroup on next steps towards rollout.
  • @Skarjune is working on a WordPress Usage Survey Matrix to clarify the objectives, topics, and methods for designing an industry survey about current WordPress usage by agencies and enterprises; and our FAQ sheets guide that.
  • We agree that the Usage survey should not ask about any revealing information, such as financials, although we need to validate respondent companies.
  • No input has happened on “What big questions about WordPress usage and perceptions should we answer in a broad survey?” in the Big Questions doc, but we’re still looking for ideas.
  • As Marketing WordPress is a new team initiative, some growth is needed. We noted that the Users subgroup is very active and the Developers subgroup is hardly active. It was suggested that “Perhaps some more visibility/promotion is needed? There are just around 300 folks in this channel.”

If you’re interested in contributing to the Marketing WordPress to Agencies & Clients subgroup, feel free to visit the #Marketing channel at any time or message either @Andymci or @Skarjune on Slack.

Documents mentioned above are in the Marketing to Agencies & Clients folder in GDrive.

Recap of Goals/Scope: Marketing WordPress to agencies and clients: the subgroup focuses on materials and supporting information useful for agencies to market WordPress to clients, as well as providing technical and business information to larger businesses and enterprises where the decision-making or platform choices may be happening inside the company. (Read about the other marketing subgroups in The Four Horsemen of WordPress.org Marketing.)

Our next meeting will be April 26 — 4th Wednesday — at 17:00 UTC

#agencies-clients

Marketing to End Users, March 8, 2017

No one volunteered to take notes so there aren’t any to share. Here’s the meeting backscroll in Slack.

Feel free to add any questions / comments here or in #marketing in Slack.

#end-users

Marketing to Developers – February 15, 2017, Meeting Notes

The Marketing to Developers team met for the second time, following up on ideas generated at the 18th of January 2017 meeting.

You may visit the Marketing channel (here’s the Slack thread for this February 15th meeting), or you may comment on this post.

Recap of Goals/Scope: Marketing WordPress to Developers: this subgroup focuses on helping developers understand how, when, and why to use WordPress when developing websites. Providing information for theme and plugin developers would also fall in this category: development related information, technical use cases and examples, technical best practices. (Read about the other marketing subgroups in The Four Horsemen of WordPress.org Marketing)

We also felt it’s important to getting the word out to the rest of the community about the Marketing for Developers subgroup.

Developers Getting Started With WordPress

There are no updates from members on the items from last month’s meeting.

**Sara reminds: The meeting can serve as a working hour for the volunteers – to start making progress.

If any of the volunteers want to start working on Marketing to Developers project ideas, just speak up in the #marketing channel and dedicate the time to it.

The team started two GDocs (all related docs in the Marketing to Developers subgroup folder on GDrive)

  1. Why WordPress (for Developers) – where we noted potential reasons on why developers would use WordPress with their work.  This is a draft for working on the following item: “Why WordPress” for new developers to WordPress, the strengths of WordPress, reasons to use it, how to build custom sites with it. To remove the preconceived ideas that developers might have about WordPress.
  2. How to get started as a Developer – the team agreed that an onboarding guide for developers new to WordPress is necessary. The developers may need to understand what plugins and themes are and how they fit in the WordPress ecosystem, which (documentation/training/other) resources are available and how to use each, and in general an overview of what WordPress is and how to use it in projects.

The subgroup discussed using Trello to start adding notes and collaborate on the ideas instead of making a separate GDoc. @hardeepasrani is going to work on drafting what that could look like and share with the group.

See you at the next monthly meeting – here’s the full schedule of meetings in 2017.

The subgroup will collaborate on the Why WordPress (for Developers) and How to get started as a Developer and follow up on progress in the next monthly meeting.

#developers, #meeting-notes

#developers, #meeting-notes

Marketing WordPress to Agencies & Clients – January 25 2017 Notes

We’ve just wrapped up the first Marketing WordPress to Agencies & Clients meeting since WordCamp US. We continue to iterate on what was started during Contributor Day:

  • Gathering case studies & insights by surveying agencies.
  • Developing a comprehensive list of features & benefits that would eventually become a landing page.

If you’re interested in contributing, please have a read through our chat and the items listed below. Leave a comment about anything you’d like to help us with! You can read the whole meeting in Slack or the recap below.

Recap of Goals/Scope: Marketing WordPress to agencies and clients: the subgroup focuses on materials and supporting information useful for agencies to market WordPress to clients, as well as providing technical and business information to larger businesses and enterprises where the decision-making or platform choices may be happening inside the company. (Read about the other marketing subgroups in The Four Horsemen of WordPress.org Marketing.)

Projects in progress

The following topics were shared in the chat. As mentioned above, we’re iterating on the work that began during Contributor Day at WCUS. Consensus was to approach these projects in small phases.

If a particular suggestion strikes your interest and you have time to work on it, please raise your hand in the comments with a mention about which one so those interested can start coordinating in Slack (in #marketing).

  • Case study survey for agencies
    • Gather information from agencies about successful WordPress projects that can be showcased on WordPress.org. These case studies would focus on the projects from a business perspective, i.e. “what were the challenges, how were they overcome with WordPress, and what impact did it have?”
    • Insights from the case studies would be added to a list of features & benefits that target specific use cases or agency personas. See below for more detail on this.
    • To promote: Join forces with the Make Community team to share the survey via Chapter Program meetups and WordCamps. Additionally, reach out to local agencies and agencies with a strong relationship to the WP community.
      Based on initial response rate, we’ll set an incremental goal (# or %) for gathering additional responses each month.
      • Action items
      • @skarjune and @nirmaldesai updating survey questions
      • Check-in after 15 days
      • Review & launch survey during next meeting
  • Feature & Benefits landing page: Info gathering
    • Philosophy = “Help agencies win their clients over to WordPress.”
    • This is an iteration from the FAQs/Fact Sheet concept that began at WCEU and continued during WCUS. We agreed that more value would come from a functional page on WordPress.org instead of printed collateral.
    • Features and benefits would be filterable based on use case (e.g. eCommerce, SaaS platform) and agency persona (e.g. designer, developer, account manager). Imagine: “What’s your role? What’s the project?” Display relevant features & benefits accordingly.
    • Initial audience: WordPress-friendly agencies that are looking for information to use in their sales & marketing process. Future audience: Agencies that are considering WordPress alongside other platforms.
    • Action Items
      • @andymci converting existing FAQs/fact sheet notes into a spreadsheet
      • Review during next meeting

Future projects

The following topics were shared as follow-ups to the above projects that are in progress. Other suggestions are welcome (please bring them to the next monthly chat).

  • Feature & Benefits landing page: Spec & build
    • Using information that we’ve gathered from the surveys + populated in the spreadsheet, identify requirements + create a brief for the new landing page.
    • Work with designers on the Marketing team to create mockups.
    • Work with developers on the Meta team to create the landing page.
  • Feature & Benefits landing page: Case studies
    • Using surveys that we’ve gathered, identify requirements + create a brief for how agency case studies should be presented on WordPress.org.
    • Work with designers on the Marketing team to create mockups.
    • Work with developers on the Meta team to create the landing page.

#agencies-clients

Marketing WordPress to Developers – January 18 2017 Meeting Notes

The Marketing WordPress to Developers team met for the first time since WordCamp US . We discussed new ideas of ways to better explain the advantages of the WordPress platform for the new developers as well as how can we improve the documentation of the WordPress features in form of case studies and white paper so it can be easily understandable to quick learners.

If you’re interested in contributing, please have a read through our chat and the items listed below and leave a comment with which you’d like to help build! You can read the whole meeting in Slack here or the recap below.

Recap of Goals/Scope: Marketing WordPress to developers: this subgroup focuses on providing development– related information, technical use cases and examples, technical best practices, and in general help developers understand how, when, and why to use WordPress when developing websites. Providing information for theme and plug-in developers would also fall in this category. (Read about the other marketing subgroups in The Four Horsemen of WordPress.org Marketing)

Projects and priorities suggested

The following topics were shared in the chat. This is not an approved list of projects, just suggestions or places to start! Other suggestions are welcome (please bring them to the next monthly chat).

If a particular suggestion strikes your interest and you have time to work on it, please raise your hand in the comments with a mention about which one so those interested can start coordinating in Slack (in #marketing).

  1. Continue to conduct developer interviews and compile info from WCUS meeting (notes linked here)
  2. Why WordPress for new developers to WordPress, the strengths on WordPress, reasons to use it, how to build custom sites with it. To remove the preconceived ideas that developers might have about WordPress.
  3. How to involve new developers more with WordPress? What information or guides can we provide aside from the Theme & Plugin handbooks? Where should a developer from 0 start?
    1. Getting new developers to use WordPress for site builds.
  4. What kind of interviews do we need to take to promote WordPress to new developers? Interviews can be in form of blog or video?
    1. From developer to developer – detail about the functions & features that lead them to choose WP as their CMS.
    2. Here’s how I use WP.
    3. Migrations – Most new developers are using ready-made systems like Wix, Squarespace, Weebly or a self-hosted CMS. We can find a developer who has migrated from those platform and using WP. We can take their interview and perception of migrating from self hosted to WordPress.
    4. Gathering a list of developers to interview is an idea; a list of results/outcomes is also another idea – what kinds of emotions/results/reasoning do we want the interviews to speak to?
      1. Results: rapid development / time to market.
      2. Tons of existing technology to leverage. Devs don’t have to create everything from scratch. And the technology has been beta tested by a large community.
  5. Case Studies
    1. A template for creating a case study for open sourced technologies.
    2. Case studies showing off technology like WP_API for the integration with different backends and integrations with development setups (js, php api clients).
    3. WordPress still has a reputation as a blog platform to some that are not in the know. Case studies help overcome that.
    4. Educating developers about the option to use WordPress in their software as a backend.

Recommendations & Tips for Running Marketing Subgroup meetings on Slack

Today we had the first subgroup meeting (notes to follow).

Personally I don’t need to lead the meetings – I’d love for those in the subgroup to step up, but will help out to get things started. With that in mind, I thought to share some best practices / recommendations for leading a subgroup meeting for each group to refer to.

  • Decide at the beginning of the meeting who will be responsible for taking and posting notes to make.wordpress.org/marketing after, and a backup person as well.
  • Create a Google doc in your related subfolder in the GDrive shared drive for .org marketing and for that specific document, set Share to “Anyone with the link can edit” so others can help take notes. Share the Gdoc link in the #marketing channel.
  • Post a recap of notes on make.wordpress.org/marketing, with the subgroup title. A list of members present isn’t necessary.
  • Please include a Slack timestamp to the start of the meeting notes for each month in the p2/recap post (similar to https://wordpress.slack.com/archives/marketing/p1483549325000348 ) – just click on the timestamp of the beginning of the meeting and copy that link.
  • Someone who is not taking notes should be a timekeeper to make sure the meeting is moving forward, on task, and aware of time limits.
  • Please use the last 10 minutes of each meeting to wrap up and discuss next steps. Setting some agenda items for next month’s meeting is great, too!