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The Social
Business Textbook
REQUIRED READING FOR SOCIAL COMMUNICATIONS PROFESSIONALS




Volume 1                                        First Edition
Executive Summary
       Social business has emerged and accelerated into a bona fide business practice at an
       incredible pace. By their very nature, social media and thus social business are constantly evolving and
       social practitioners must sprint to keep up. And social is growing; brands now rely on an average of 29
       employees to manage over over 20,000 daily interactions across 50 social accounts.


       While social media practitioners must continue to expect and adapt to change, it is important to take
       note of the lessons we have already learned and to bring new members of growing social teams up to
       speed. The Spredfast Social Business Textbook establishes a foundational curriculum that gets back to
       basics, outlining eight major social business concepts with thorough explanations, textbook examples,
       and thought-provoking questions throughout to assess social media aptitude.


       The Spredfast Social Business Textbook syllabus covers several important subjects, from social listening
       History to the Chemistry of combining paid, owned, and earned media. This 46-page Textbook provides
       an in-depth review of key concepts, strategies for success, planning action items, and brand examples
       for practical application.




              INTERNAL                                                  EXTERNAL
          BRAND ENGAGEMENT                                          BRAND ENGAGEMENT

             51         SOCIAL ACCOUNTS                              1.8M         TOTAL NETWORK SIZE

             29         BRAND USERS                                  47M          SOCIAL REACH

           1,641        ACTIVITIES/MONTH                          666,667 INTERACTIONS/MONTH
            410         ACTIVITIES/WEEK                           166,667 INTERACTIONS/WEEK



Spredfast Social Business Textbook                        1                               Volume I         First Edition
Table of contents:
                                               3 History
                                                 Social Listening: Learn how concerted listening efforts
                                                 focused on the people, conversations, and relevant activity
                                                 about your brand can yield valuable insights to understand
                                                 past events, inform current decisions, and improve future
                                                 outcomes.

                                               7 Government
                      3               7          Social Organization & Governance: Learn how to combat
                                                 brand anarchy by defining internal structure and ensuring
                                                 the right rules and guidance are in place to protect both the
                                                 brand itself and the people behind the social activity.

                                              13 Music
                                                 Orchestration: Learn how to orchestrate multiple people
                                                 having multiple conversations across multiple accounts on
                                                 behalf of your brand by implementing workflows, approval
                                                 paths, and coordinated content distribution.

                                              18 Math
                    13               18          Measurement: Learn how to embrace social media
                                                 measurement to perform a goal-oriented analysis of your social
                                                 program performance.

                                              24 English
                                                 Creating Social Content: Learn how to create and curate
                                                 great content for social distribution and how to converse with
                                                 customers in ways that create value for your network and
                                                 achieve social business objectives.

                                              29 Social Studies
                                                 Segmentation and Targeting Social Audiences: Learn
                    24               29          how to segment audiences based on demographic and
                                                 technographic data provided by social networks and how to
                                                 target tailored messages to individual segments.

                                              34 Student Council
                                                 Social Engagement & Community: Learn how to create
                                                 meaningful experiences on social channels that engage
                                                 your audiences, inspire action, and build brand awareness
                                                 and loyalty.

                                              40 Chemistry
                                                 Paid/Owned/Earned: Learn how to combine owned assets
                                                 with earned audience interactions and paid advertising to
                    34               40          optimize social business efforts.




Spredfast Social Business Textbook        2                                   Volume I            First Edition
History
       History reveals details to help groups of people understand past events,
                                                                                                 I
                                                                                        [Social Listening]



       inform current decisions, and improve future outcomes. And in social
       media, zeroing in on the people, conversations, and relevant activity about
       a particular brand, product, or industry through concerted listening efforts
       can provide valuable historic insights. Your social “history” might trace back
       to things said by customers, prospects, and influencers months ago, or it might
       be activity that happened earlier today. But knowing how to collect and study
       the social activity that pertains to your brand, and creating a plan to do so in an
       ongoing way, can provide you with a detailed history of the people, topics and
       focus areas that matter to your company.


                                                                                                             D E MO G R A
                                                                                                                            PHIC
                                                                                                                                   S, I
                                                                                                                                          NT
                                                                                                                                               ER
                                                                                                                                                    ES
                                                                     HI
                                                                                                        SOCIAL U                                         TS
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                                                                                                                                                                         RMAT
                                                                                                                                               S




                                                                                          SOCIAL
                                I O N S, R E L E VA N T N


                                                                   ATI O N HIST




                                                                                                                                                                          ION




                                                                                        LISTENING
                                                                                                                                                NG
                                                                                O
                                           OT E



                                                                      RI




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                                                                                                                                           RI




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                                                   S



                                                                           E




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                                                                                                                                          S AT
                                                                                        HAS
                                                                                              H TAG                            N   VER
                                                                                                      S , K E Y W O R D S , CO

            Figure 1.1 Social Listening is a continuous process of monitoring conversations, users, and interactions for insights




Spredfast Social Business Textbook                                                                           3                                                                  Chapter I   History
I.   Identifying pertinent
     conversations
Most of the millions of Tweets, Facebook posts and social
                                                                        Social
conversations that take place each day won’t have a
direct implication for your brand. However, a subset of this
                                                                        Listening
activity represents social consumers talking about your                 ’so-shəl ’li-sən-iŋ
brand, your products and services, your competitors, or
your industry. For brands to be proactive social historians             (v.) The act of monitoring conversations
– learning what is being said, when it’s being said, and by             taking place across social networks
whom – a listening plan should be in place that identifies
and tracks:
  •	 Your brand name
                                                                     place to store this activity is critical for tracking trends
  •	 Acronyms associated with your brand(s)                          and emerging preferences over time. The ability to store
  •	 Specific brand product names and references                     and reference these conversations will allow your brand
                                                                     to better create and assess a “big picture” perspective
  •	 Specific brand service names and references
                                                                     of the Who, What, When, Where and Why of important
  •	 Names and acronyms associated with your core                    things being said across social channels.
     competitors
  •	 Event or conversation specific hashtags used by                      Brand         Evaluate how your brand is currently
     your target audiences                                                Action        cataloguing and archiving social conversations,
                                                                          Item          and assess if this current approach is allowing
     Brand        Catalogue the various names, topics, themes                           your company to view and access the entire
     Action       and users that are relevant to your brand to                          breadth and depth of historical activity.
     Item         determine which should be monitored in an
                  ongoing manner.


                                                                     III.Tracking historical
                                                                         Details about Social                                 		

II.    Cataloguing conversations
       for future reference
History happens over time. But because social networks
                                                                     Network Members
                                                                     No two social customers are alike. Some have praised
                                                                     you in the past whereas others have given not-so-
don’t allow you to search for conversations that                     great feedback about you online, and both are subject
happened past a relatively short timeframe, having a                 to change with each new brand interaction, whether it




         Those who cannot remember the past are condemned to repeat it.
                                                                                                     – George Santayana



Spredfast Social Business Textbook                               4                                        Chapter I           History
happens socially or in real life. Some users have few                  •	 Notes and relevant context – complete the picture
followers while others maintain large networks, and the                   with contextual notes for future reference
degree of influence is not solely based on that number.
Important details to help assess the comprehensive                       Brand        Document the types of information that are
relationship and impact of social users include:                         Action       interesting and/or important for your brand to
  •	 Biographical information – a social user’s                          Item         understand about social users and determine
     autobiography, what do they want you to know                                     how your company can best capture this
     about them?                                                                      information so it can be referenced by team
                                                                                      members in the future.
  •	 Conversation history – don’t rely on hearsay, track
     actual conversations




     Learn
                                          Presentation:
                                DESKTOP   Knowing and Delighting Your Social Customer


     More                      book       Tipsheet:
                                          Knowing and Activating Social Customers


     Online                    book       Tipsheet:
                                          Social brand interactions in 2012 at a Glance




Questions for further discussion:
1.	What are the most important brand, product, or                    3.	How is your brand collecting and storing insights
   service keywords to monitor? Are there timely or                     about interactions with social users?
   campaign-specific monitoring efforts that need to be
                                                                     4.	Would archiving social conversations help your brand
   planned?
                                                                        analyze activity over time? And if so, how are you
2.	Are there existing chats, such as those on Twitter                   approaching this effort today?
   using hashtags, or taking place in LinkedIn Groups,
   which would benefit you to follow?




Spredfast Social Business Textbook                               5                                      Chapter I          History
Brand                               Jason’s Deli listens for direct brand mentions (@jasonsdeli)
                                      as well as indirect mentions (#jasonsdeli, jason’s deli) and

  example                             responds to positive, negative, and neutral comments.


  Jason’s Deli
                                      Social customers are often pleasantly surprised just to be
                                      heard and acknowledged.




  By listening proactively, Jason’s Deli is able to:

                 Answer a
                 customer inquiry




                 Influence a
                 customer’s
                 purchase decision




                 Address a
                 negative customer
                 experience




Spredfast Social Business Textbook      6                                     Chapter I        History
Government
                                                   II
                                [Social Organization & Governance]


       Governmental bodies serve to provide oversight,                                                    guidance, and
       checks and balances to ensure harmony and prosperity. And while social
       media channels provide individuals with the ability to share and engage
       however they see fit, this laissez-faire approach doesn’t scale for brands
       looking to achieve real business outcomes through social programs. The
       average company is managing more than 51 social media accounts with help
       from more than 29 internal employees. If oversight and governance are not
       built into corporate social programs, brands can quickly become unorganized
       and run the risk of employees participating in inappropriate activity. Brand
       anarchy can be combatted by defining internal structure and ensuring the
       right rules and guidance are in place to protect both the brand itself and the
       people behind the social activity.




                                                              PEOPLE

                                                             GOALS


                                                 PROPERTIES            PERMISSIONS



             Figure 2.1 A governance framework that aligns the right people to the right social properties with appropriate
                                                permissions helps achieve social goals



Spredfast Social Business Textbook                                 7                                    Chapter II            Government
I.   Defining goals and
     parameters - a Constitution
Before a Tweet, Facebook Post or LinkedIn Company
                                                                   Social
Page status update is made, smart brands have
already defined the goals and parameters of their
                                                                   Organization &
social presences. Brands must then clarify which
people, departments, channels, and accounts should be
                                                                   Governance
activated to achieve designated business goals.
                                                                   ’so-shəl ’or-gə-nə-shzā-shən
  •	 Social business goals – defining progress. Clarifying         ən(d) ’gə-vər-nən(t)s
     the expectations your brand has for its social
     presence will aid in identifying who should be                (n.) A set of rules, guidelines, and
     contributing, how they should be socially present,            procedures put into place to establish and
     what activity will help drive these goals, and                protect brand activity in social media
     ultimately, how success will be defined. Some of
     the most common and highly cited goals for social
     programs include increasing brand awareness,
     providing a better customer experience, generating           •	 Specialized presences – local branches. Municipal,
     sales, tailoring brand experiences with key                     state, and federal government structures exist
     audiences, and building brand loyalty.                          to provide scale-appropriate services to their
  •	 Company departments – governing bodies. Just                    constituents. Similarly, many brands have an
     as there are multiple departments and agencies                  opportunity to engage with their customers on
     involved in running a healthy government, a robust              a more localized or specialized level. Beyond
     social program involves multiple departments, not               a central set of corporate social accounts,
     just Marketing. Social media can provide utility and            brands with multiple store or office locations,
     value across many, if not all, areas of the business.           geographically diverse audiences, or differentiated
     Perhaps your sales department is interested in                  product offerings can expand and personalize
     increasing online sales or lead generation efforts              social experiences for their communities by
     by converting social community members. Or                      segmenting social presences. Proven approaches
     your Public Relations team wants to increase                    include: location-based accounts for retail stores
     word of mouth and brand loyalty through social                  to accommodate hyper-local interests, state-based
     engagement. Aligning the right departments with                 accounts for membership-based organizations to
     their corresponding social goals will help identify             communicate local issues, or national accounts that
     the right people and resources to fuel social success.          provide language and culture-specific content.




              That government is the strongest of which every man
                                               feels himself a part.
                                                                                             – Thomas Jefferson



Spredfast Social Business Textbook                            8                           Chapter II       Government
Brand         Assess the current status of your social
    Action        programs and determine which goals you               Smart Social Tech Tip:
    Item          plan to achieve as your programs grow.               Structuring and growing social programs for brands
                  Define which departments should participate          can be more effectively organized when centralized
                  in ongoing activity and align them with the
                                                                       from one location – such as a social media
                  proper social media channels and accounts.
                                                                       management system – where all social network



II.
                                                                       accounts can be run, different levels of access can
       Identifying contributors -                                      be assigned for users and all social media activity
       Electing Social Officials                                       can be seen and assessed by corporate strategists.
For maturing social brands, social media is no longer
one person’s job. The Marketing department, or perhaps
even a dedicated Social Media Director or team, might
                                                                    comes in many shapes and sizes, but its core purpose is
oversee the lion’s share of social activity, but independent
                                                                    to protect both brand integrity and the employees who
contributors across the organization can help a company
                                                                    are creating public conversations on behalf of a brand.
flex its content and expertise muscles. Based on
                                                                    The resources to achieve both of those often include:
predetermined business objectives and desired social
                                                                      •	 A Social Media Policy outlining the Do’s and Don’ts
presence, your social team might include:
                                                                         for socially active employees
  •	 Team leads to oversee department activity
                                                                      •	 A best practices guide for engaging with online
  •	 Dedicated community managers to respond to
                                                                         communities and audiences on behalf of the brand
     customer needs, questions, and ongoing social
                                                                      •	 Training on how to use social media sites and
     conversations
                                                                         software programs to manage corporate social
  •	 Subject matter experts to contribute specialized
                                                                         activity
     knowledge
                                                                      •	 Ongoing education, covering everything from
  •	 “Field” contributors such as part-time contributors
                                                                         emerging social trends to platform feature and
     from specific locations
                                                                         functionality updates, to lessons learned across
  •	 External and guest contributors                                     your team
                                                                      •	 Third party resources like conferences, online
    Brand         Map out the ideal mix of potential social
                                                                         webinars, or written resources to help educate and
    Action        contributors based on content needs
                                                                         inspire team members
    Item          determined by your business objectives and
                  audience expectations.
                                                                        Brand         Consider the tactics for social guidance above
                                                                        Action        and evaluate which elements you currently
                                                                        Item          have in place, what else is needed to better


III.     Providing guidance –
         The Social Bill of Rights
Equipping internal teams with guidance and best
                                                                                      equip socially active team members, and
                                                                                      what you can incorporate moving forward
                                                                                      to fuel ongoing social success.
practices is a precursor to social success. Guidance




Spredfast Social Business Textbook                              9                               Chapter II          Government
IV.  Assigning Access and
     Permissions - implementing
Checks & Balances
                                                                     •	 Organizing the infrastructure of accounts and
                                                                        people using systems and tools to help scale
                                                                        productively and reduce the opportunity for
                                                                        oversight or security errors
With a growing number of brand accounts, social
contributors, and activity taking place across multiple                Brand        Assess and align individual social contributors
channels each day, having an organized plan in place to                Action       with accounts and strategic direction
scale social programs is essential. Just as governments                Item         to enable social contribution. Identify
use a system of checks and balances to ensure that                                  infrastructure needs such as a social media
no single group or branch has disproportionate power,                               management system to organize and scale
the same should be considered for social brands. Every                              ongoing social growth.
company has a unique structure based on various
organizational elements, however each should start by:
  •	 Equipping internal teams with the right level
     of access (planning, publishing, analysis) to
     appropriate social accounts
  •	 Providing strategic direction and functional
     guidance through initial and ongoing training




       Learn                   book      Tipsheet:
                                         Social Structure and Organization Trends


       More                    DESKTOP   Presentation:
                                         Scaling Social Media Programs across the Enterprise


       Online                  compose
                                         Blog Post:
                                         Adopting Social Media Company Wide

                                         Tipsheet:
                               book      How Does Your Social Garden Grow?




Spredfast Social Business Textbook                             10                              Chapter II          Government
Questions for further discussion:
1.	What are your strategic business goals for your social        3.	What type of guidance does your company need
   programs? How do they align with other internal                  to provide to social contributors? Do you need to
   goals and which are highest priority to illustrate               have legal or executive guidance? Which ongoing
   social success?                                                  resources will maximize success?

2.	Who are the people who should contribute to social            4.	What is the ideal organizational structure for
   activity for your brand? What is the difference in               social activity? Would centralizing social activity
   the strategy and approach of different groups and                via a technology solution aid in consistency,
   accounts to best engage social audiences?                        permissioning, and reporting?




                A social business understands that not
               all employees are created equally, and
            yet some of them are not only connected
                  to multiple social networks, but they
              are actually great representatives of the
                                                                                      Social Business for Complex
           organization itself. These companies match                                              Organizations
            up employees with opportunities in social
                         both internally and externally.
                                                    – David Armano, Edelman




Spredfast Social Business Textbook                          11                                Chapter II            Government
Brand example                                                There is no one right way to organize
                                                               your social presence. A few common

  AARP/AT&T/                                                   configurations      include   organizing
                                                               business unit, geographical location, or
                                                                                                          by



  USA TODAY                                                    product offering.




      In addition to operating a corporate handle, AARP uses state-level accounts to provide relevant
      local information to members of the non-profit organization geared towards serving people 50+.




     Want to connect with AT&T? To keep tabs              Some brands choose to organize by specific
     on company updates? To get customer                  product or service offering. Take USA Today,
     support? To find a deal? To find a job?              the nation’s number one newspaper in print
     Whatever the case—they have a tailored               circulation, for example. They organize their
     account to connect with you.                         social presence by news category.




Spredfast Social Business Textbook                   12                              Chapter II      Government
III
                                          Music
                                                     [Orchestration]


       The difference between a symphony and a cacophony of sound is the
       orchestration of many musicians hitting the right notes at the right time.
       Similarly, brands building social programs must orchestrate multiple people
       having multiple conversations across multiple accounts on behalf of their
       company. But as in any orchestra, not all social contributors should play
       the exact same part. Some will be more skilled in creating custom content
       to build awareness around brand marketing. Others may be focused on
       finding, responding to, and resolving customer needs. Some contributors
       may solely focus on analysis of and reporting on program success. And at
       the administrative level, a smaller group might be responsible for providing
       access, assigning activity, and approving content.



                                                              ACTIVITY
                                                              CONTEXT/
                                                               NOTES


                                   ASSIGNMENTS                 ALL                 WORKFLOWS

                                                              USERS

                                                APPROVAL                    CONTENT
                                                  PATHS                     LIBRARY



            Figure 3.1 All social team members need to be supported with resources and workflows to coordinate social activity




Spredfast Social Business Textbook                                 13                                           Chapter III      Music
I.   Composing different tracks
     with User approval paths
Not all social contributors need the ability to publish.
                                                                            Orchestration
In fact, many companies find that having approval                           or-kə-’strā-shən
processes helps maintain brand integrity and decreases
the likelihood of erroneous or “off-brand” messages                         (v.) The act of concerted coordination across
from being published. Company-specific traits such as                       brand activity, contributors, and interaction
industry or organizational structure can influence the                      on social media channels
level of oversight necessary, but other key factors in
determining the need for approval paths often include:



                                                                         II.
  •	 The number of contributors to specific accounts –
     more content contributors often require the need
                                                                               Orchestrating activity with
     for more oversight                                                        workflows and assignment
  •	 Industry regulation – brands in highly regulated                    With the average brand activating 29 people across the
     industries such as Financial Services and                           company in social initiatives, a standardized workflow
     Healthcare often require more concerted approvals                   is a necessary element for efficiency. Social team leads
     from Legal or Public Affairs                                        often find that assigning outbound activity days or
                                                                         weeks in advance can help ensure activity continuity
  •	 Message content – corporate-sanctioned
                                                                         and message harmony across accounts. The team
     messaging such as official news, information or
                                                                         member who first reads an incoming item might not be
     public announcements often require corporate
                                                                         the right person to provide an answer and needs a way
     communications sign-off
                                                                         to pass the message along. Further, individuals may
  •	 Legal Matters – content that could include                          surface valuable insights that should be shared with the
     corporate disclosures regulated by agencies such                    entire team. Establishing a workflow that enables the
     as the FTC or SEC should take a pass through Legal                  following actions can increase efficiency and free up
  •	 Triaged Community Management - conversations                        time for meaningful, real-time customer engagement:
     with an escalated response path such as                               •	 Schedule and assign activity to teams or
     complaints, public harassment, or sensitive                              individuals to encourage a regular cadence such as
     information                                                              weekly blog posts, daily Tweets or timely Facebook
                                                                              updates
     Brand       Audit the types of social content,
                                                                           •	 Triage inbound communication and assign activity
     Action      contributors, and legal implications that may
                                                                              follow-up to individuals or teams best suited to
     Item        impact the need for approval processes for
                                                                              address social customers’ needs
                 social activity. Outline the correct pathways
                 to route this activity before public publishing.          •	 Highlight activity that does not require a response
                                                                              but provides valuable insight to team members




Spredfast Social Business Textbook                                  14                                    Chapter III       Music
Brand         Decide your company’s ongoing activity
    Action        assignment, internal social sharing, and              Smart Social Tech Tip:
    Item          conversation workflow needs. Establish                Implementing workflows and approval paths
                  processes and assess whether technology
                                                                        isn’t offered through the native social networks,
                  solutions can make this a scalable reality.
                                                                        however, this orchestration can be made possible
                                                                        across small and large teams alike through the use



III.
                                                                        of a social media management system.
     Sing from the same
     hymnal- Centralizing
content for distribution                                                 Brand         Audit which content, such as approved
Social conversations revolve around content and                          Action        responses, timely content for promotions,
message creation. Creating on-brand, accurate content                    Item          and approved multimedia, should be easily
for real-time conversations can be challenging. From                                   accessible to your brand’s social contributors.
an orchestration perspective, one of the largest tasks                                 Establish a way to centralize this content and
companies face is equipping team members with a                                        provide access to social team members for
centralized repository of content or approved messaging                                efficient and scalable engagement.
for scaling conversations. If a customer poses a product
or services-related question on Twitter, the Care team


                                                                     IV.
should be able to access approved content to Tweet an
appropriate response immediately. If a Marketing team
member wants to include a picture in a Facebook post,
                                                                             Conversation Moderation
                                                                     Each of the tactics within social orchestration builds up
they should be able to easily locate a suitable image that
                                                                     to a larger need for brands to moderate conversations
adheres to brand guidelines. Having these resources
                                                                     across teams and internal stakeholders. Taking actions of
readily available provides real-time, on-brand messaging
                                                                     assigning content and response and putting activity into
and reduces bottlenecks that delay or prevent response.
                                                                     workflows are often the first level of helping moderate
                                                                     conversations. But what about when something needs




     Learn                       compose Blog Post: Operationalizing Social Media
                                         5 Steps to


     More                        DESKTOP   Presentation:
                                           Using Processes, Workflows and Organization to Optimize Social Programs


     Online                      compose Blog Post:
                                         Strategic Social Media Means Thinking Internally First




Spredfast Social Business Textbook                              15                                       Chapter III          Music
to be escalated to higher level of scrutiny? And how               conversations have been responded to, or that
to do brands prioritize tens, if not hundreds, of daily            team members aren’t double responding
conversations to decide what needs response, and then            •	 Decide how to best track response times and
track how long it’s taking the team to actually take                actions across team members so that the brand
action? To better prepare for effective conversation                can measure response times and average
moderation, brands should:                                          performance across team member activity
  •	 Create an escalation path for conversations that
     don’t have an easy or “out of the box” response                Brand        Map out a plan for better insight and
  •	 Decide what types of conversations, mentions and               Action       tracking across prioritizing inbound
     activity deserve a prioritized response and what               Item         conversations, how they can be escalated
     time goals should be set to respond                                         and audited when needed, and how
                                                                                 your team can track response times and
  •	 Assess how the team will have visibility
                                                                                 individual-level activity.
     into responses and engagement to ensure



                   Companies who run and deploy blogs/
                 communities/FB pages are at risk by not
             first getting ready. We found that advanced
            companies have deployed internal readiness
                  such as governance, education, policies,                        Breakdown: Corporate Social
          process, and a roll-out program in a pragmatic                                         Media Team

                 method –not jumped to implementation.
                                         – Jeremiah Owyang , Altimeter Group



Questions for further discussion:
1.	Are there types of activity such as company                   experiences? What are the processes that ensure
   announcements or specific content promotions                  the right people receive notifications when action is
   that need to be approved by specific people or                needed?
   departments before they are shared publicly? Which
                                                               3.	How does your social team share or provide content
   types of content are these? And what specific
                                                                  to be used by the larger group of social contributors?
   approvals do they require?
                                                                  How can you optimize this process or implement
2.	What are the types of planned content, general                 a content repository to make it easier and more
   community management, and escalated response                   efficient to distribute content?
   scenarios that your brand regularly plans for or



Spredfast Social Business Textbook                        16                                      Chapter III     Music
Brand                              In addition to maintaining globally managed presences
                                     on Facebook, Twitter, and Pinterest (among other social


  example                            networks), Whole Foods enables over 2,500 employees at its
                                     340+ stores to provide relevant, local, and timely content to

  Whole Foods                        their communities. This allows each region to share its own
                                     local flavor while preserving brand integrity.




                                                                         Whole Foods has
                                                                         more than 250
                                                                         Facebook Pages
                                                                         to serve specific
                                                                         metro areas with
                                                                         local, relevant
                                                                         information.




      Over 300 Twitter
      accounts engage
      with and share
      timely information
      with local shoppers
      and residents.




                                                                          Whole Foods’
                                                                          Pinterest page
                                                                          curates visual
                                                                          products, food and
                                                                          lifestyle ideas, as
                                                                          well as company-
                                                                          related causes.




Spredfast Social Business Textbook     17                                     Chapter III       Music
IV
                                           MATH
                                              [Social MEasurement]


       Complicated calculus aside, nearly everyone needs a rudimentary
       understanding of basic math principles in life. Embracing metrics to better
       measure social media effectiveness is an emerging math discipline with many
       variables. As with any business endeavor, the approach to measurement
       should first and foremost be based on the goal(s) at hand. Do you want
       to reach more people to build brand awareness of your brand or is your
       company focusing on providing a more valuable experience to existing
       customers? Regardless of goal, the ability to calculate and assess performance
       demonstrates business impact and aids in program optimization.

                                              SOCIAL MEDIA USERS

                                                    Social Opt-ins

                                               Impressions & Reach


                                                        Engagement
                                                       Shares & WOM


                                                         Conversions


                                                  SOCIAL CUSTOMERS
            Figure 4.1 The journey from social media users to social customers can be mapped with social media measurement




Spredfast Social Business Textbook                               18                                           Chapter IV     Math
I.   EValuating social opt-in
     audience                                                              SOCIAL
Social network size can be seen as a vanity metric,
but the truth is, the more people who Fan, Follow, or
                                                                           MEASUREMENT
Subscribe to your brand across social channels, the more                   ’so-shəl ’me-zhər-mənt
opportunities you have to regularly reach your target
audience. By digitally “opting-in” to receive updates,                     (v.) The practice of collecting aggregate data
social users make it easier to communicate with them                       from social media accounts and interactions
via social channels. You are also more likely to reach                     and analyzing how these findings impact
members of their networks when they engage with                            and/or enlighten social business goals and
your brand and that activity surfaces in social feeds. To                  future strategies
measure your network size or “social housefile,” brands
should benchmark and then continuously measure the
following metrics:
  •	 Facebook Fans
  •	 Twitter followers
  •	 LinkedIn Company Page Followers
                                                                        II.    Calculating Social
                                                                               Impressions
                                                                        Bigger network size allows brands to reach more people
                                                                        with their social activity and marketing efforts. But a
  •	 LinkedIn Group Members
                                                                        higher level of impressions, or people who are served your
  •	 Google+ Connections                                                content through their network, is achieved by publishing
  •	 Blog subscribers                                                   more often and sharing content that is valuable to
  •	 YouTube subscribers                                                network members. More on how to create better content
                                                                        in the English chapter, but measuring impressions across
  •	 Instagram followers
                                                                        your multiple social channels will help your company
  •	 Pinterest followers                                                gauge how well your brand is building awareness and
  •	 SlideShare subscribers                                             affinity with social users. Not only do certain networks
                                                                        reward engaging content by surfacing it more frequently
     Brand        Identify the networks on which you are active         with their algorithms, but your Fans and Followers do as
     Action       and define the best way to benchmark growth           well, by sharing, re-tweeting, or Pinning your compelling
     Item         of network size over time. Establish a regular        content. Metrics to identify and measure the number of
                  cadence to assess and measure these metrics.          people who see your social content include:



            There are two possible outcomes: if the result confirms the hypothesis,
                  then you’ve made a measurement. If the result is contrary to the
                                        hypothesis, then you’ve made a discovery.
                                                                                                            – Enrico Fermi


Spredfast Social Business Textbook                                 19                                     Chapter IV         Math
•	 SlideShare Views
  •	 Facebook Impressions                                                    Smart Social Tech Tip:
  •	 Twitter Impressions                                                     Benchmarking and measuring reach and
                                                                             engagement – both from the granular level to the
  •	 YouTube Views
                                                                             corporate view – can be achieved across all social
  •	 Blog Visits
                                                                             accounts when pulled into the tracked through a
  •	 LinkedIn Impressions                                                    social media management system.
  •	 Google+ Impressions


    Brand          Identify the networks on which you are active
                                                                              SlideShare, YouTube, Pinterest and Google+
    Action         and define the best way to benchmark and
                   collect impression metrics across each network           •	 Mentions, Replies, and Retweets on Twitter
    Item
                   over time. Note that each network provides               •	 Shares on Facebook, Blogs, LinkedIn
                   different ways to collect this information, and          •	 +1 on Google+
                   oftentimes a social media management
                                                                            •	 Repins on Pinterest
                   system is the only way to truly collect and
                   compare all of these metrics and calculations.           •	 Messages on Facebook and Twitter
                                                                            •	 Clicks on links in Blog posts, Tweets, Facebook posts,
                                                                               Google+ posts, SlideShare content and LinkedIn posts


III.      Measuring engagement
          through interactions
Growing a large network and publishing regularly allows
                                                                            •	 Favorites on Flickr, Twitter, YouTube and SlideShare


                                                                              Brand         Determine the most common, and most

social brands to heighten visibility and awareness                            Action        important, types of social interaction across

across social channels, but measuring the social                              Item          each of your social network presences and
                                                                                            how you will track this engagement from the
interactions taken by users actually pinpoints moments
                                                                                            corporate overview to the individual account
of engagement and message resonance. While knowing
                                                                                            level to show engagement trends over time.
that your messages have been seen thousands, if not



                                                                          IV.
millions, of times is valuable. Proving that community
members are interacting with you demonstrates digital                              Defining and tracking
endorsement. This builds both brand affinity with your                             social conversions
network over time and increases visibility of your brand                  Social activity and measurement can be thought of as
to their networks. The following engagement metrics                       a funnel. As with other types of media, building an
aren’t necessarily created equal but each can be tracked                  audience and increasing impressions is important. But
as indicators of audience interest that will help your                    with social media, brands then have the opportunity
brand make better decisions over time about your                          to convert community members in meaningful ways.
audience’s content preferences:                                           That may mean driving people to a website for more
  •	 Likes on Facebook, Instagram, and Pinterest                          in-depth information, getting them to take a specified
  •	 Comments on Facebook, Instagram, LinkedIn, Blogs,                    action like filling out a form or driving them to a digital




Spredfast Social Business Textbook                                   20                                       Chapter IV          Math
V.     Using Social Data to
point of purchase or donation. Through the use of link
tagging or integrating website analytic goals with a
social media management system, brands can track this                        Formulate Future Decisions
activity with a high level of accuracy to move beyond                 Social media measurement isn’t a single-dimension
social activity measurement into proof of conversion.                 activity. Collecting the data is only the first step in the
Common conversions to consider tracking include:                      measurement process. Social brands can and should
                                                                      use this data to analyze performance and trends across
  •	 Traffic from social activity to website
                                                                      audiences, content, and activities. These findings can
  •	 Form downloads, originating from social links, that              help determine:
     capture additional user information for follow up
                                                                        •	 Content Preference – which content maximizes
  •	 Online Sales originated from social activity and links                engagement
  •	 Special redemptions such as online coupons shared                  •	 Content Efficiency – which content drives conversions
     via social and redeemed either online or offline
                                                                        •	 Audience Technographics – who comprises your
  •	 Social Downloads on sites such as SlideShare                          social audiences and what do they seek from your
  •	 Online action taken such as petition signatures or                    brand on social channels?

    donations originating from social activity
                                                                           Brand         Determine what constitutes “successful”
                                                                           Action        social activity and create an approach to
    Brand         Define the types of conversions that matter                            percolate and assess trends at a programmatic
                                                                           Item
    Action        to your brand’s business goals and how you                             level. Unearth takeaways on which social
    Item          plan to track them through link tagging,                               activities work best universally and identify
                  website analytics, and social media                                    audience or channel specific trends.
                  management integration.




     Learn
                                            Presentation:
                                 DESKTOP    Best Practices for Measuring the impact of Social Engagement


     More                        openbook   Worksheet:
                                            Measuring the Impact of Social Engagement


     Online                      book       Tipsheet:
                                            Benchmarking Engagement and Interactions




Spredfast Social Business Textbook                               21                                        Chapter IV          Math
Questions for further discussion:
1.	What is the current size of your social networks?            4.	Are business conversions such as driving traffic
   How are you tracking growth over time to assess                 to your website, on-site sales or user information
   interest in “opting-in” to social communications? Are           capture part of your social program goals? How are
   some of your networks much larger than others?                  you tracking these across your digital presences and
   Does this signal that some networks are more                    how can your brand track when these are sourced
   pertinent, and deserving of time, to your social                from social activity? How can you report conversion
   activities?                                                     completions regularly to show the success of social
                                                                   programs?
2.	What is the average number of impressions your
   social content is receiving on each network? Is this         5.	Which engagement data will help your brand make
   number growing or shrinking? If the number is not               more strategic social decisions in the future? How
   growing, does this signal that your content is not              are you gauging the success and traction of social
   being seen by, or shared across, your networks?                 content to learn what resonates best with social
                                                                   users? How are you assessing community interests
3.	What types of engagement does your brand track?
                                                                   and needs to fuel meaningful engagement? Which
   Are some interactions, such as clicks or shares, more
                                                                   social networks are highest in terms of size?
   valuable than others such as likes or comments? Is
                                                                   Impressions? Engagement? What does this mean for
   your level of engagement increasing, consistent, or
                                                                   future planning?
   decreasing over time? How do these interactions
   help support success for your social initiatives as a
   brand? Can you assign a value – numeric or financial
   – to these engagement types?




         If you want your whole company supporting your
        social initiatives, it will help if the whole company
        (more or less) has access to the scoreboard. Don’t
           treat social media measurement results like the
        nuclear codes. Sharing your results will inspire the
           internal discussions and ideas necessary to take                          Social Media Measurement

                               your program to the next level.                                A 6 Step Process


                                                   - Jay Baer, Convince & Convert


Spredfast Social Business Textbook                         22                                     Chapter IV      Math
Brand                                One of the opportunities and challenges about social business, is the
                                        sheer volume of data that can be collected and analyzed. AT&T manages

   example                              this data overload by focusing on a channel-specific “ultimate metric.”


   AT&T
                                        Learn more about how AT&T uses data to drive strategy by viewing our
                                        Social Prep School Webinar.




                      3,006                                                      74
                    Facebook: Shares                                   Instagram: Hearts (Likes)




                          24                                                     28
                    Twitter: Retweets                                         Google+: +1




Spredfast Social Business Textbook                      23                                  Chapter IV       Math
english
                                                   V
                                           [Creating Social Content]


       The written word holds great power. And with the introduction of social
       media into business programs, brands are finding that quality content is
       a key contributor to social success. Whether a message is a 140-character
       Tweet, a brief reply written to a comment on Facebook, or a 1,000 word
       blog post, each action taken in social is rooted in content creation. Social
       activity can be categorized into three areas. Content development for social
       activity can be created directly by a brand, such as status updates, long
       form materials such as white papers, or multimedia such as images and
       video. Content can be curated from social users, media, or industry sources
       and shared to build relationships and engage with social audiences. And of
       course, brands can respond to or join existing conversations to build richer,
       meaningful relationships with key online communities.



                                                              CREATE




                                          CURATE                               CONVERSE



               Figure 5.1 Successful social programs look at content through three lenses to create, curate, and converse.




Spredfast Social Business Textbook                                 24                                          Chapter V     English
I.   Thinking like an author and
     creating great content                                          SOCIAL
                                                                     Content
True, content is king. But not just any content will spark
social conversation with your audiences. Ask yourself
two key questions when planning content: What is your
objective in publishing to your online communities? And,             ’so-shəl kən-’tent
what is your customer’s objective in connecting with
                                                                     (n.) Content that is created, curated, or part
you on social channels? When considering your brand
goals: Is it to raise awareness? Inspire engagement? Or              of a conversation to fuel social program
to convert users in a defined way? When considering                  activity and engagement
customer goals: Is it to learn something? To get a good
deal? To be heard? Depending on your answers to these
questions, multiple types of content can be used and                •	 Identify which actions you would like your social
shared with social communities. Some of this might                     network to take. Map these potential actions or
need to be created from scratch, but other content might               conversions to the types of content and calls to
already exist within your company. To best assess what                 action that help motivate the corresponding activity.
types of “owned” content your brand can share in social:
  •	 Audit your brand’s existing content library. Content                          Make a list of content your social team
                                                                      Brand
     such as case studies, customer stories, rich                                  needs to create on an ongoing basis – from
                                                                      Action
     multimedia, or industry relevant knowledge or                                 status updates on Facebook and LinkedIn to
                                                                      Item
     advice can be repurposed for social consumption.                              long form blog posts and videos – and create
                                                                                   an editorial calendar to address timing for
  •	 Use social measurement insights to determine new
                                                                                   creation and sharing.
     content needs. Examine social engagement metrics
     and determine which types of content receive



                                                                  II.
     the most interaction. Use this insight to guide
     decisions around new content creation.                             Acting as a publisher and
  •	 Assess implications of length and media type. You                  curating content to share
     might have 140 characters to Tweet, but keeping              Social media activity inspires word of mouth sharing.
     messages short enough to Retweet can make your               In this vein, companies shouldn’t focus singularly on
     message easier to share. Text may provide richer             sharing brand-only content. Rather, they should use a
     messaging options, but remember, a picture is                critical eye and share the most valuable and relevant
     worth a thousand words (and is shown to be more              content with their networks. Often, this might be shared
     engaging and shareable).                                     from community members, industry experts, or media



         If you would not be forgotten as soon as you are dead, either
             write something worth reading or do things worth writing.
                                                                                                – Benjamin Franklin


Spredfast Social Business Textbook                           25                                    Chapter V          English
sources. Publishing a diverse set of content both ensures
you are keeping audience members (and their values)                      Smart Social Tech Tip:
top-of-mind and helps build community by giving credit
                                                                         Planning, creating and scheduling content in advance
and attention to other valuable industry resources. When
                                                                         through a social media management system allows
building a curation framework for your brand, consider
                                                                         brands to engage across all social networks and
the following sources and how they may bolster your
                                                                         ensure the right mix and cadence of content is
regular social content rotation:
                                                                         shared per the company’s desired strategy.
  •	 Timely industry news and implications
  •	 Content from channel or business partners
  •	 Customer/client content, news, and updates                          •	 Prompts for users to respond, reply, or provide
                                                                            feedback in daily content to stimulate interactions
  •	 Industry conversations and commentary
                                                                         •	 Calls for content that allow users to submit and/or
                   Identify relevant information sources – such             share their own ideas and creations
    Brand          as news outlets, industry blogs or sites, spe-        •	 Open-ended questions to begin organic
    Action         cific users, pundits, and partner social ac-             conversations
    Item           counts – and outline the most useful ways             •	 Keywords, hashtags or specific accounts that
                   to curate and share this information as part             your brand, through listening efforts, can monitor
                   of your ongoing social activity plan.                    for opportunities to add insight on existing
                                                                            conversations




III.
                                                                         •	 Responding to mentions, brand-related
    operating as a                                                          conversations, and questions to fuel existing
    correspondent and                                                       customer conversations involving your brand (or
                                                                            competitors)
engaging in conversation
Social media is, after all, about being social and interacting           •	 Discussion threads, groups, chats, and industry
with others. This is why the conversation part of the                       leaders’ sites where your brand can add value and
content framework is so important. You will undoubtedly                     feedback to other respective communities
want to share content and updates about your company,
products, and industry, but your brand also has a keen                     Brand         Brainstorm—create a list of relevant and
opportunity to participate in conversations already taking                 Action        strategic conversations where your brand
place. The obvious conversations are those surrounding                     Item          can participate and assess which of these
your company or products. But what about the organic                                     you should start yourself on owned accounts
conversations taking place among your customers? Or                                      and which of these are already taking place
relevant discussion threads taking place across hashtags,                                elsewhere where you can begin participat-
groups, or news sources? Better yet, what conversations                                  ing as a valuable community member.
can your brand start? To get an idea of your most valuable
conversation engagement options, consider the following:




Spredfast Social Business Textbook                                  26                                   Chapter V          English
Content isn’t just another channel. It’s a mindset.
                   It’s not new, but instead, technology and
               social tools and platforms have created new
               opportunities, which continue to evolve, and
          afford us new ways to respond to customers and
                                                                                       Putting Content in Context
                                   communicate with them.
                                                    - Ann Handley, Marketing Profs




       Learn                  DESKTOP
                                        Presentation:
                                        Spruce up your social with great content


       More                   book      TipSheet:
                                        Making Facebook Content Newsfeed-Worthy


       Online                 compose
                                        Blog Post:
                                        Adopting Social Media Company Wide

                                        Tipsheet:
                              book      How Does Your Social Garden Grow?




Questions for further discussion:
1.	Creation: what content does your brand already                   sources that regularly provide content that your
   have at its fingertips that can be shared to seed                audience would find valuable?
   conversation across social channels (overviews,
                                                                  3.	Conversation: where are existing conversations
   guides, presentations, multimedia)? How often can
                                                                     taking place that you can not only share (curate) but
   you commit to creating new content like multimedia,
                                                                     also participate in? Are there specific blogs, Twitter
   blog posts, or shareable assets?
                                                                     accounts, or hashtags or LinkedIn Groups where you
2.	Curation: which relevant people, topics, or                       should become active in ongoing discussions to add
   conversations should your brand monitor to find                   more insight and value?
   shareable content for your own social accounts?
                                                                  4.	What is your brand’s ideal mix of creation vs.
   Are there customers, pundits, influencers, or news
                                                                     curation vs. conversation?



Spredfast Social Business Textbook                           27                                     Chapter V         English
Brand
                                     The CW Television Network is home to shows like 90210, Gossip Girl, The Vampire
                                     Diaries, and the Sex and the City prequel, The Carrie Diaries. The social presences


   example                           for each show are tailored to the style and audience of the show. For instance,
                                     in addition to sharing updates on the show, cast, and crew, @gossipgirl dishes


   The CW                            on the latest celebrity gossip (you know you love her). See how other CW shows
                                     create and curate great content and converse with their fans.


                 To promote the new Carrie Diaries, custom images of characters from other
                 series in “8-Bit” mode were created to spread the word about the premiere.




           Create                                               Fans of The Vampire Diaries can join in on
    Most of the tweets in the America’s Next Top
                                                                weekly live chats on Twitter during episodes
    Model Twitter feed are curated from past
                                                                using a custom hashtag created to start and
    contestants, fans, and Ms. Tyra Banks herself.
                                                                keep track of the conversation.




Curate                                                   Converse
Spredfast Social Business Textbook                        28                                     Chapter V         English
Social Studies
                                           VI
                      [Segmentation and Targeting Social Audiences]


       Studying a group’s activity over periods of time can unearth cultural,
       social, and behavioral trends. In social media, being a member of a brand’s
       social network doesn’t mean that you share the same interests and motivations
       as other members. Similar to groups of actual customers, different social
       segments have diverse needs, desires, and motivations for engaging socially.
       Target audience profiles in business are built based on emerging demographic,
       psychographic, and behavior patterns. The same is true across social media.
       The great news is, social networks like Facebook and LinkedIn are allowing
       social brands to better access these data points to learn more about the
       people within their networks. Brands can then utilize features on networks like
       Facebook and LinkedIn to actually target activity to distinct audience profiles
       based on age, location, language, work title, industry or interests.


                                                    BRAND MESSAGE




                                     GEOGRAPHY                 INTERESTS            DEMOGRAPHICS




        Figure 6.1 Brand messages can be tailored to reach distinct social segments based on geography, interests, or demographics




Spredfast Social Business Textbook                                 29                                  Chapter VI           Social Studies
I.Studying audience
  characteristics - defining
target audiences
                                                                    Segmentation
The first step in identifying specific social audiences
is to classify the different interest and user segments
                                                                    and Targeting
within your networks. These will likely be different from           seg-mən-’tā-shən ən(d)
network to network, but diving into audience insights               ’tär-gət-iŋ
provided by social networks like LinkedIn, Facebook,
and YouTube will key brands into who makes up their                 (v.) The act of defining groups of
community and why they are interested in the brand’s                similar audience members – based on
social content. To start understanding the audience                 demographics, psychographics or behaviors
segments within your brand’s social network:                        – and directing specific activity and/or
  •	 Learn about your audiences’ demographic                        conversations directly towards these groups
     compositions. This includes audience traits such
     as age, gender, and location. Are there distinct
     age groups within your Facebook network? Are
     there more Senior and/or Manager level users                    These discoveries will help in crafting activity to
     within your LinkedIn following? Can you identify                connect with the largest group possible when
     key geographic concentrations of Fans, Followers,               wide-casting across social networks.
     or Subscribers? This information can be obtained
                                                                                   Study the audience composition of your
     through insights provided natively by social                    Brand
                                                                                   networks from the data provided in
     networks, and an aggregated view created using                  Action
                                                                                   Facebook Insights, LinkedIn Insights and
     analytics from social media management systems                  Item
     can help identify cross platform trends. Brands                               YouTube analytics and your social media
     that familiarize themselves with this information                             management system to identify specific
     will be better suited to provide content and create                           audiences to whom your brand can begin
     conversations that resonate with social audiences.                            targeting more personalized messages.

  •	 Identify critical masses. Many brands choose to



                                                                 II.
     share wide-casted activity across social networks
     instead of, or in addition to, targeting messages.                Talking to the right people -
     Activity such as company news, product launches,                  Embracing network targeting
     and special announcements may be relevant                   When wide-casting doesn’t provide a personal enough
     to your entire network, but understanding the               experience, the social networks now provide brands
     composition of the audience majority can help               with the publishing power to share tailored content with
     create messages that connect most broadly.                  specific network segments. Rather than wide-casting
     Are most community members located in North                 social messages that pertain to a specific community
     America? Do women outnumber men? Is a specific              segment, brands can personalize and target specific
     age group or professional cohort most engaged?              messages. This ability to laser target messages based




Spredfast Social Business Textbook                          30                            Chapter VI         Social Studies
on age, geography, language, and areas of interest –
across Facebook and other networks – means that social               Smart Social Tech Tip:
activity can now be more personalized, and effective,                Social media management systems allow brands
than ever before.
                                                                     to both target specific audience groups, as well as
                                                                     define “pre-determined” segments to communicate
    Brand        Build “social profiles” based on your
                                                                     with to make message targeting simpler and
    Action       network analysis, and use these profiles
                                                                     accessible to larger groups of contributors.
    Item         to target messages when appropriate (e.g.
                 use geo-based profiles to promote regional
                 sales, professional cohort based profiles to
                 promote an executive level training).               •	 Views
                                                                     •	 Clicks




III.
                                                                     •	 Shares
      Picking up on social Cues -                                    •	 Likes
      Optimizing messaging for                                       •	 Comments
key segments
Zeroing in on user behavior helps social brands better                               Assess and decide how particular social
                                                                       Brand
engage their networks. As you begin targeting specific                               audiences within your network(s) are
                                                                       Action
segments with personalized content, track how                                        more likely to engage in specific ways (i.e
                                                                       Item
individual segments react to and engage with this                                    comments vs. shares) or be responsive to
activity to gain insight about which content is most                                 specific messaging and optimize content for
engaging to each of your targeted segments. LinkedIn                                 those segments to enhance likeability or
Insights and the Facebook Message Dashboard are two                                  sharability.
places that brands can find information about audience
engagement. Whether wide-casting or targeting
specific groups with specific messages, the following
engagement elements can teach your brand what
activity is most compelling and how to utilize specific
content better in the future:




     Learn                      compose
                                          Blog Post:

     More
                                          Targeted Status Updates Bolster Engagement on LinkedIn

                                          Blog Post:
                                compose
     Online
                                          Facebook’s Page Post Targeting Reinforces Importance of Engagement




Spredfast Social Business Textbook                              31                           Chapter VI         Social Studies
Questions for further discussion:
1.	How do your audiences vary across your brand’s                3.	Do engagement trends exist that highlight high
   different social channels? Are there noticeable                  performing content and activity? Do specific types
   differences between age, gender, location, language,             of content, like pictures or videos, out-engage
   or education/professional level?                                 text updates? Or vice versa? Are there themes or
                                                                    specific conversation focus areas that yield more
2.	Based on knowledge of audience segments, which
                                                                    interaction than others? Is this based on targeting
   groups should your brand be targeting on Facebook?
                                                                    to a specific segment?
   On LinkedIn? What are the overarching traits of your
   entire audience to keep in mind when publishing to
   your entire network?




          The place where [social is] going is hyper local.
              So, it’s not enough to just post to the broad
             Facebook fan page community, you have to
        think about what do people in Austin, Texas care
           about? What do people in Chicago care about?
              What do people in Minneapolis care about?
                                                                                    Social Brands Chime in: Social
         Because if you’ve got a really diverse customer,                                     Business in 5 Years
           you can’t just be posting generically, you have
         to be thinking about what customers in each of
                          those markets would care about.
                                                          – Chuck Hemann , WCG




Spredfast Social Business Textbook                          32                            Chapter VI           Social Studies
Brand                             With 18,000 retail stores in 60 countries, Starbucks customers are as
                                     diverse as the iconic coffee chain’s handcrafted beverages. In addition to

   example                           segmenting social presences by consumer interests (Starbucks Frappuccino


   starbucks
                                     has over 10M fans on Facebook and 27K Twitter followers), Starbucks also
                                     segments audiences and utilizes message level targeting by:




                      Location                                                Language




Spredfast Social Business Textbook                 33                            Chapter VI        Social Studies
Student Council
                                 VII
                                   [Social Engagement & Community]


       Student councils engender democracy, leadership, and civic engagement.
       And what is social media, if not democratic and engaging? All the content
       and sharing in a social brand’s world is only as strong as the interaction,
       conversation, and response it inspires. For this reason, building community
       and inspiring engagement is one of the most important subjects for social
       brand practitioners to master. Regardless of company size or industry,
       social media engagement can bolster positive brand perception and create
       meaningful experiences.



                                                                      COMMUNITY
                                                                      ENGAGEMENT
                                           RECIPROCITY AND
                                           REACTIVE
                                           ENGAGEMENT


                          LIGHTWEIGHT
                          CONVERSATIONS
                          AND INTERACTIONS



                         SHARE WORTHY
                         CONTENT AND
                         EXPERIENCES


                           COMMUNITY
                           INTERESTS

                             BRAND
                             MESSAGE



        Figure 7.1 Understanding and interacting with network members can translate a brand message into community engagement




Spredfast Social Business Textbook                               34                             Chapter VII         Student Council
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Spredfast social-business-textbook-final

  • 1. The Social Business Textbook REQUIRED READING FOR SOCIAL COMMUNICATIONS PROFESSIONALS Volume 1 First Edition
  • 2. Executive Summary Social business has emerged and accelerated into a bona fide business practice at an incredible pace. By their very nature, social media and thus social business are constantly evolving and social practitioners must sprint to keep up. And social is growing; brands now rely on an average of 29 employees to manage over over 20,000 daily interactions across 50 social accounts. While social media practitioners must continue to expect and adapt to change, it is important to take note of the lessons we have already learned and to bring new members of growing social teams up to speed. The Spredfast Social Business Textbook establishes a foundational curriculum that gets back to basics, outlining eight major social business concepts with thorough explanations, textbook examples, and thought-provoking questions throughout to assess social media aptitude. The Spredfast Social Business Textbook syllabus covers several important subjects, from social listening History to the Chemistry of combining paid, owned, and earned media. This 46-page Textbook provides an in-depth review of key concepts, strategies for success, planning action items, and brand examples for practical application. INTERNAL EXTERNAL BRAND ENGAGEMENT BRAND ENGAGEMENT 51 SOCIAL ACCOUNTS 1.8M TOTAL NETWORK SIZE 29 BRAND USERS 47M SOCIAL REACH 1,641 ACTIVITIES/MONTH 666,667 INTERACTIONS/MONTH 410 ACTIVITIES/WEEK 166,667 INTERACTIONS/WEEK Spredfast Social Business Textbook 1 Volume I First Edition
  • 3. Table of contents: 3 History Social Listening: Learn how concerted listening efforts focused on the people, conversations, and relevant activity about your brand can yield valuable insights to understand past events, inform current decisions, and improve future outcomes. 7 Government 3 7 Social Organization & Governance: Learn how to combat brand anarchy by defining internal structure and ensuring the right rules and guidance are in place to protect both the brand itself and the people behind the social activity. 13 Music Orchestration: Learn how to orchestrate multiple people having multiple conversations across multiple accounts on behalf of your brand by implementing workflows, approval paths, and coordinated content distribution. 18 Math 13 18 Measurement: Learn how to embrace social media measurement to perform a goal-oriented analysis of your social program performance. 24 English Creating Social Content: Learn how to create and curate great content for social distribution and how to converse with customers in ways that create value for your network and achieve social business objectives. 29 Social Studies Segmentation and Targeting Social Audiences: Learn 24 29 how to segment audiences based on demographic and technographic data provided by social networks and how to target tailored messages to individual segments. 34 Student Council Social Engagement & Community: Learn how to create meaningful experiences on social channels that engage your audiences, inspire action, and build brand awareness and loyalty. 40 Chemistry Paid/Owned/Earned: Learn how to combine owned assets with earned audience interactions and paid advertising to 34 40 optimize social business efforts. Spredfast Social Business Textbook 2 Volume I First Edition
  • 4. History History reveals details to help groups of people understand past events, I [Social Listening] inform current decisions, and improve future outcomes. And in social media, zeroing in on the people, conversations, and relevant activity about a particular brand, product, or industry through concerted listening efforts can provide valuable historic insights. Your social “history” might trace back to things said by customers, prospects, and influencers months ago, or it might be activity that happened earlier today. But knowing how to collect and study the social activity that pertains to your brand, and creating a plan to do so in an ongoing way, can provide you with a detailed history of the people, topics and focus areas that matter to your company. D E MO G R A PHIC S, I NT ER ES HI SOCIAL U TS , SER ST OR NE PR TW IC A C OR L IN ON OF KI TE N FO ILE V R AC T ERS RMAT S SOCIAL I O N S, R E L E VA N T N ATI O N HIST ION LISTENING NG O OT E RI S RI TO S E I ON R E A L TI M E M CS PI TO N IO S AT HAS H TAG N VER S , K E Y W O R D S , CO Figure 1.1 Social Listening is a continuous process of monitoring conversations, users, and interactions for insights Spredfast Social Business Textbook 3 Chapter I History
  • 5. I. Identifying pertinent conversations Most of the millions of Tweets, Facebook posts and social Social conversations that take place each day won’t have a direct implication for your brand. However, a subset of this Listening activity represents social consumers talking about your ’so-shəl ’li-sən-iŋ brand, your products and services, your competitors, or your industry. For brands to be proactive social historians (v.) The act of monitoring conversations – learning what is being said, when it’s being said, and by taking place across social networks whom – a listening plan should be in place that identifies and tracks: • Your brand name place to store this activity is critical for tracking trends • Acronyms associated with your brand(s) and emerging preferences over time. The ability to store • Specific brand product names and references and reference these conversations will allow your brand to better create and assess a “big picture” perspective • Specific brand service names and references of the Who, What, When, Where and Why of important • Names and acronyms associated with your core things being said across social channels. competitors • Event or conversation specific hashtags used by Brand Evaluate how your brand is currently your target audiences Action cataloguing and archiving social conversations, Item and assess if this current approach is allowing Brand Catalogue the various names, topics, themes your company to view and access the entire Action and users that are relevant to your brand to breadth and depth of historical activity. Item determine which should be monitored in an ongoing manner. III.Tracking historical Details about Social II. Cataloguing conversations for future reference History happens over time. But because social networks Network Members No two social customers are alike. Some have praised you in the past whereas others have given not-so- don’t allow you to search for conversations that great feedback about you online, and both are subject happened past a relatively short timeframe, having a to change with each new brand interaction, whether it Those who cannot remember the past are condemned to repeat it. – George Santayana Spredfast Social Business Textbook 4 Chapter I History
  • 6. happens socially or in real life. Some users have few • Notes and relevant context – complete the picture followers while others maintain large networks, and the with contextual notes for future reference degree of influence is not solely based on that number. Important details to help assess the comprehensive Brand Document the types of information that are relationship and impact of social users include: Action interesting and/or important for your brand to • Biographical information – a social user’s Item understand about social users and determine autobiography, what do they want you to know how your company can best capture this about them? information so it can be referenced by team members in the future. • Conversation history – don’t rely on hearsay, track actual conversations Learn Presentation: DESKTOP Knowing and Delighting Your Social Customer More book Tipsheet: Knowing and Activating Social Customers Online book Tipsheet: Social brand interactions in 2012 at a Glance Questions for further discussion: 1. What are the most important brand, product, or 3. How is your brand collecting and storing insights service keywords to monitor? Are there timely or about interactions with social users? campaign-specific monitoring efforts that need to be 4. Would archiving social conversations help your brand planned? analyze activity over time? And if so, how are you 2. Are there existing chats, such as those on Twitter approaching this effort today? using hashtags, or taking place in LinkedIn Groups, which would benefit you to follow? Spredfast Social Business Textbook 5 Chapter I History
  • 7. Brand Jason’s Deli listens for direct brand mentions (@jasonsdeli) as well as indirect mentions (#jasonsdeli, jason’s deli) and example responds to positive, negative, and neutral comments. Jason’s Deli Social customers are often pleasantly surprised just to be heard and acknowledged. By listening proactively, Jason’s Deli is able to: Answer a customer inquiry Influence a customer’s purchase decision Address a negative customer experience Spredfast Social Business Textbook 6 Chapter I History
  • 8. Government II [Social Organization & Governance] Governmental bodies serve to provide oversight, guidance, and checks and balances to ensure harmony and prosperity. And while social media channels provide individuals with the ability to share and engage however they see fit, this laissez-faire approach doesn’t scale for brands looking to achieve real business outcomes through social programs. The average company is managing more than 51 social media accounts with help from more than 29 internal employees. If oversight and governance are not built into corporate social programs, brands can quickly become unorganized and run the risk of employees participating in inappropriate activity. Brand anarchy can be combatted by defining internal structure and ensuring the right rules and guidance are in place to protect both the brand itself and the people behind the social activity. PEOPLE GOALS PROPERTIES PERMISSIONS Figure 2.1 A governance framework that aligns the right people to the right social properties with appropriate permissions helps achieve social goals Spredfast Social Business Textbook 7 Chapter II Government
  • 9. I. Defining goals and parameters - a Constitution Before a Tweet, Facebook Post or LinkedIn Company Social Page status update is made, smart brands have already defined the goals and parameters of their Organization & social presences. Brands must then clarify which people, departments, channels, and accounts should be Governance activated to achieve designated business goals. ’so-shəl ’or-gə-nə-shzā-shən • Social business goals – defining progress. Clarifying ən(d) ’gə-vər-nən(t)s the expectations your brand has for its social presence will aid in identifying who should be (n.) A set of rules, guidelines, and contributing, how they should be socially present, procedures put into place to establish and what activity will help drive these goals, and protect brand activity in social media ultimately, how success will be defined. Some of the most common and highly cited goals for social programs include increasing brand awareness, providing a better customer experience, generating • Specialized presences – local branches. Municipal, sales, tailoring brand experiences with key state, and federal government structures exist audiences, and building brand loyalty. to provide scale-appropriate services to their • Company departments – governing bodies. Just constituents. Similarly, many brands have an as there are multiple departments and agencies opportunity to engage with their customers on involved in running a healthy government, a robust a more localized or specialized level. Beyond social program involves multiple departments, not a central set of corporate social accounts, just Marketing. Social media can provide utility and brands with multiple store or office locations, value across many, if not all, areas of the business. geographically diverse audiences, or differentiated Perhaps your sales department is interested in product offerings can expand and personalize increasing online sales or lead generation efforts social experiences for their communities by by converting social community members. Or segmenting social presences. Proven approaches your Public Relations team wants to increase include: location-based accounts for retail stores word of mouth and brand loyalty through social to accommodate hyper-local interests, state-based engagement. Aligning the right departments with accounts for membership-based organizations to their corresponding social goals will help identify communicate local issues, or national accounts that the right people and resources to fuel social success. provide language and culture-specific content. That government is the strongest of which every man feels himself a part. – Thomas Jefferson Spredfast Social Business Textbook 8 Chapter II Government
  • 10. Brand Assess the current status of your social Action programs and determine which goals you Smart Social Tech Tip: Item plan to achieve as your programs grow. Structuring and growing social programs for brands Define which departments should participate can be more effectively organized when centralized in ongoing activity and align them with the from one location – such as a social media proper social media channels and accounts. management system – where all social network II. accounts can be run, different levels of access can Identifying contributors - be assigned for users and all social media activity Electing Social Officials can be seen and assessed by corporate strategists. For maturing social brands, social media is no longer one person’s job. The Marketing department, or perhaps even a dedicated Social Media Director or team, might comes in many shapes and sizes, but its core purpose is oversee the lion’s share of social activity, but independent to protect both brand integrity and the employees who contributors across the organization can help a company are creating public conversations on behalf of a brand. flex its content and expertise muscles. Based on The resources to achieve both of those often include: predetermined business objectives and desired social • A Social Media Policy outlining the Do’s and Don’ts presence, your social team might include: for socially active employees • Team leads to oversee department activity • A best practices guide for engaging with online • Dedicated community managers to respond to communities and audiences on behalf of the brand customer needs, questions, and ongoing social • Training on how to use social media sites and conversations software programs to manage corporate social • Subject matter experts to contribute specialized activity knowledge • Ongoing education, covering everything from • “Field” contributors such as part-time contributors emerging social trends to platform feature and from specific locations functionality updates, to lessons learned across • External and guest contributors your team • Third party resources like conferences, online Brand Map out the ideal mix of potential social webinars, or written resources to help educate and Action contributors based on content needs inspire team members Item determined by your business objectives and audience expectations. Brand Consider the tactics for social guidance above Action and evaluate which elements you currently Item have in place, what else is needed to better III. Providing guidance – The Social Bill of Rights Equipping internal teams with guidance and best equip socially active team members, and what you can incorporate moving forward to fuel ongoing social success. practices is a precursor to social success. Guidance Spredfast Social Business Textbook 9 Chapter II Government
  • 11. IV. Assigning Access and Permissions - implementing Checks & Balances • Organizing the infrastructure of accounts and people using systems and tools to help scale productively and reduce the opportunity for oversight or security errors With a growing number of brand accounts, social contributors, and activity taking place across multiple Brand Assess and align individual social contributors channels each day, having an organized plan in place to Action with accounts and strategic direction scale social programs is essential. Just as governments Item to enable social contribution. Identify use a system of checks and balances to ensure that infrastructure needs such as a social media no single group or branch has disproportionate power, management system to organize and scale the same should be considered for social brands. Every ongoing social growth. company has a unique structure based on various organizational elements, however each should start by: • Equipping internal teams with the right level of access (planning, publishing, analysis) to appropriate social accounts • Providing strategic direction and functional guidance through initial and ongoing training Learn book Tipsheet: Social Structure and Organization Trends More DESKTOP Presentation: Scaling Social Media Programs across the Enterprise Online compose Blog Post: Adopting Social Media Company Wide Tipsheet: book How Does Your Social Garden Grow? Spredfast Social Business Textbook 10 Chapter II Government
  • 12. Questions for further discussion: 1. What are your strategic business goals for your social 3. What type of guidance does your company need programs? How do they align with other internal to provide to social contributors? Do you need to goals and which are highest priority to illustrate have legal or executive guidance? Which ongoing social success? resources will maximize success? 2. Who are the people who should contribute to social 4. What is the ideal organizational structure for activity for your brand? What is the difference in social activity? Would centralizing social activity the strategy and approach of different groups and via a technology solution aid in consistency, accounts to best engage social audiences? permissioning, and reporting? A social business understands that not all employees are created equally, and yet some of them are not only connected to multiple social networks, but they are actually great representatives of the Social Business for Complex organization itself. These companies match Organizations up employees with opportunities in social both internally and externally. – David Armano, Edelman Spredfast Social Business Textbook 11 Chapter II Government
  • 13. Brand example There is no one right way to organize your social presence. A few common AARP/AT&T/ configurations include organizing business unit, geographical location, or by USA TODAY product offering. In addition to operating a corporate handle, AARP uses state-level accounts to provide relevant local information to members of the non-profit organization geared towards serving people 50+. Want to connect with AT&T? To keep tabs Some brands choose to organize by specific on company updates? To get customer product or service offering. Take USA Today, support? To find a deal? To find a job? the nation’s number one newspaper in print Whatever the case—they have a tailored circulation, for example. They organize their account to connect with you. social presence by news category. Spredfast Social Business Textbook 12 Chapter II Government
  • 14. III Music [Orchestration] The difference between a symphony and a cacophony of sound is the orchestration of many musicians hitting the right notes at the right time. Similarly, brands building social programs must orchestrate multiple people having multiple conversations across multiple accounts on behalf of their company. But as in any orchestra, not all social contributors should play the exact same part. Some will be more skilled in creating custom content to build awareness around brand marketing. Others may be focused on finding, responding to, and resolving customer needs. Some contributors may solely focus on analysis of and reporting on program success. And at the administrative level, a smaller group might be responsible for providing access, assigning activity, and approving content. ACTIVITY CONTEXT/ NOTES ASSIGNMENTS ALL WORKFLOWS USERS APPROVAL CONTENT PATHS LIBRARY Figure 3.1 All social team members need to be supported with resources and workflows to coordinate social activity Spredfast Social Business Textbook 13 Chapter III Music
  • 15. I. Composing different tracks with User approval paths Not all social contributors need the ability to publish. Orchestration In fact, many companies find that having approval or-kə-’strā-shən processes helps maintain brand integrity and decreases the likelihood of erroneous or “off-brand” messages (v.) The act of concerted coordination across from being published. Company-specific traits such as brand activity, contributors, and interaction industry or organizational structure can influence the on social media channels level of oversight necessary, but other key factors in determining the need for approval paths often include: II. • The number of contributors to specific accounts – more content contributors often require the need Orchestrating activity with for more oversight workflows and assignment • Industry regulation – brands in highly regulated With the average brand activating 29 people across the industries such as Financial Services and company in social initiatives, a standardized workflow Healthcare often require more concerted approvals is a necessary element for efficiency. Social team leads from Legal or Public Affairs often find that assigning outbound activity days or weeks in advance can help ensure activity continuity • Message content – corporate-sanctioned and message harmony across accounts. The team messaging such as official news, information or member who first reads an incoming item might not be public announcements often require corporate the right person to provide an answer and needs a way communications sign-off to pass the message along. Further, individuals may • Legal Matters – content that could include surface valuable insights that should be shared with the corporate disclosures regulated by agencies such entire team. Establishing a workflow that enables the as the FTC or SEC should take a pass through Legal following actions can increase efficiency and free up • Triaged Community Management - conversations time for meaningful, real-time customer engagement: with an escalated response path such as • Schedule and assign activity to teams or complaints, public harassment, or sensitive individuals to encourage a regular cadence such as information weekly blog posts, daily Tweets or timely Facebook updates Brand Audit the types of social content, • Triage inbound communication and assign activity Action contributors, and legal implications that may follow-up to individuals or teams best suited to Item impact the need for approval processes for address social customers’ needs social activity. Outline the correct pathways to route this activity before public publishing. • Highlight activity that does not require a response but provides valuable insight to team members Spredfast Social Business Textbook 14 Chapter III Music
  • 16. Brand Decide your company’s ongoing activity Action assignment, internal social sharing, and Smart Social Tech Tip: Item conversation workflow needs. Establish Implementing workflows and approval paths processes and assess whether technology isn’t offered through the native social networks, solutions can make this a scalable reality. however, this orchestration can be made possible across small and large teams alike through the use III. of a social media management system. Sing from the same hymnal- Centralizing content for distribution Brand Audit which content, such as approved Social conversations revolve around content and Action responses, timely content for promotions, message creation. Creating on-brand, accurate content Item and approved multimedia, should be easily for real-time conversations can be challenging. From accessible to your brand’s social contributors. an orchestration perspective, one of the largest tasks Establish a way to centralize this content and companies face is equipping team members with a provide access to social team members for centralized repository of content or approved messaging efficient and scalable engagement. for scaling conversations. If a customer poses a product or services-related question on Twitter, the Care team IV. should be able to access approved content to Tweet an appropriate response immediately. If a Marketing team member wants to include a picture in a Facebook post, Conversation Moderation Each of the tactics within social orchestration builds up they should be able to easily locate a suitable image that to a larger need for brands to moderate conversations adheres to brand guidelines. Having these resources across teams and internal stakeholders. Taking actions of readily available provides real-time, on-brand messaging assigning content and response and putting activity into and reduces bottlenecks that delay or prevent response. workflows are often the first level of helping moderate conversations. But what about when something needs Learn compose Blog Post: Operationalizing Social Media 5 Steps to More DESKTOP Presentation: Using Processes, Workflows and Organization to Optimize Social Programs Online compose Blog Post: Strategic Social Media Means Thinking Internally First Spredfast Social Business Textbook 15 Chapter III Music
  • 17. to be escalated to higher level of scrutiny? And how conversations have been responded to, or that to do brands prioritize tens, if not hundreds, of daily team members aren’t double responding conversations to decide what needs response, and then • Decide how to best track response times and track how long it’s taking the team to actually take actions across team members so that the brand action? To better prepare for effective conversation can measure response times and average moderation, brands should: performance across team member activity • Create an escalation path for conversations that don’t have an easy or “out of the box” response Brand Map out a plan for better insight and • Decide what types of conversations, mentions and Action tracking across prioritizing inbound activity deserve a prioritized response and what Item conversations, how they can be escalated time goals should be set to respond and audited when needed, and how your team can track response times and • Assess how the team will have visibility individual-level activity. into responses and engagement to ensure Companies who run and deploy blogs/ communities/FB pages are at risk by not first getting ready. We found that advanced companies have deployed internal readiness such as governance, education, policies, Breakdown: Corporate Social process, and a roll-out program in a pragmatic Media Team method –not jumped to implementation. – Jeremiah Owyang , Altimeter Group Questions for further discussion: 1. Are there types of activity such as company experiences? What are the processes that ensure announcements or specific content promotions the right people receive notifications when action is that need to be approved by specific people or needed? departments before they are shared publicly? Which 3. How does your social team share or provide content types of content are these? And what specific to be used by the larger group of social contributors? approvals do they require? How can you optimize this process or implement 2. What are the types of planned content, general a content repository to make it easier and more community management, and escalated response efficient to distribute content? scenarios that your brand regularly plans for or Spredfast Social Business Textbook 16 Chapter III Music
  • 18. Brand In addition to maintaining globally managed presences on Facebook, Twitter, and Pinterest (among other social example networks), Whole Foods enables over 2,500 employees at its 340+ stores to provide relevant, local, and timely content to Whole Foods their communities. This allows each region to share its own local flavor while preserving brand integrity. Whole Foods has more than 250 Facebook Pages to serve specific metro areas with local, relevant information. Over 300 Twitter accounts engage with and share timely information with local shoppers and residents. Whole Foods’ Pinterest page curates visual products, food and lifestyle ideas, as well as company- related causes. Spredfast Social Business Textbook 17 Chapter III Music
  • 19. IV MATH [Social MEasurement] Complicated calculus aside, nearly everyone needs a rudimentary understanding of basic math principles in life. Embracing metrics to better measure social media effectiveness is an emerging math discipline with many variables. As with any business endeavor, the approach to measurement should first and foremost be based on the goal(s) at hand. Do you want to reach more people to build brand awareness of your brand or is your company focusing on providing a more valuable experience to existing customers? Regardless of goal, the ability to calculate and assess performance demonstrates business impact and aids in program optimization. SOCIAL MEDIA USERS Social Opt-ins Impressions & Reach Engagement Shares & WOM Conversions SOCIAL CUSTOMERS Figure 4.1 The journey from social media users to social customers can be mapped with social media measurement Spredfast Social Business Textbook 18 Chapter IV Math
  • 20. I. EValuating social opt-in audience SOCIAL Social network size can be seen as a vanity metric, but the truth is, the more people who Fan, Follow, or MEASUREMENT Subscribe to your brand across social channels, the more ’so-shəl ’me-zhər-mənt opportunities you have to regularly reach your target audience. By digitally “opting-in” to receive updates, (v.) The practice of collecting aggregate data social users make it easier to communicate with them from social media accounts and interactions via social channels. You are also more likely to reach and analyzing how these findings impact members of their networks when they engage with and/or enlighten social business goals and your brand and that activity surfaces in social feeds. To future strategies measure your network size or “social housefile,” brands should benchmark and then continuously measure the following metrics: • Facebook Fans • Twitter followers • LinkedIn Company Page Followers II. Calculating Social Impressions Bigger network size allows brands to reach more people with their social activity and marketing efforts. But a • LinkedIn Group Members higher level of impressions, or people who are served your • Google+ Connections content through their network, is achieved by publishing • Blog subscribers more often and sharing content that is valuable to • YouTube subscribers network members. More on how to create better content in the English chapter, but measuring impressions across • Instagram followers your multiple social channels will help your company • Pinterest followers gauge how well your brand is building awareness and • SlideShare subscribers affinity with social users. Not only do certain networks reward engaging content by surfacing it more frequently Brand Identify the networks on which you are active with their algorithms, but your Fans and Followers do as Action and define the best way to benchmark growth well, by sharing, re-tweeting, or Pinning your compelling Item of network size over time. Establish a regular content. Metrics to identify and measure the number of cadence to assess and measure these metrics. people who see your social content include: There are two possible outcomes: if the result confirms the hypothesis, then you’ve made a measurement. If the result is contrary to the hypothesis, then you’ve made a discovery. – Enrico Fermi Spredfast Social Business Textbook 19 Chapter IV Math
  • 21. • SlideShare Views • Facebook Impressions Smart Social Tech Tip: • Twitter Impressions Benchmarking and measuring reach and engagement – both from the granular level to the • YouTube Views corporate view – can be achieved across all social • Blog Visits accounts when pulled into the tracked through a • LinkedIn Impressions social media management system. • Google+ Impressions Brand Identify the networks on which you are active SlideShare, YouTube, Pinterest and Google+ Action and define the best way to benchmark and collect impression metrics across each network • Mentions, Replies, and Retweets on Twitter Item over time. Note that each network provides • Shares on Facebook, Blogs, LinkedIn different ways to collect this information, and • +1 on Google+ oftentimes a social media management • Repins on Pinterest system is the only way to truly collect and compare all of these metrics and calculations. • Messages on Facebook and Twitter • Clicks on links in Blog posts, Tweets, Facebook posts, Google+ posts, SlideShare content and LinkedIn posts III. Measuring engagement through interactions Growing a large network and publishing regularly allows • Favorites on Flickr, Twitter, YouTube and SlideShare Brand Determine the most common, and most social brands to heighten visibility and awareness Action important, types of social interaction across across social channels, but measuring the social Item each of your social network presences and how you will track this engagement from the interactions taken by users actually pinpoints moments corporate overview to the individual account of engagement and message resonance. While knowing level to show engagement trends over time. that your messages have been seen thousands, if not IV. millions, of times is valuable. Proving that community members are interacting with you demonstrates digital Defining and tracking endorsement. This builds both brand affinity with your social conversions network over time and increases visibility of your brand Social activity and measurement can be thought of as to their networks. The following engagement metrics a funnel. As with other types of media, building an aren’t necessarily created equal but each can be tracked audience and increasing impressions is important. But as indicators of audience interest that will help your with social media, brands then have the opportunity brand make better decisions over time about your to convert community members in meaningful ways. audience’s content preferences: That may mean driving people to a website for more • Likes on Facebook, Instagram, and Pinterest in-depth information, getting them to take a specified • Comments on Facebook, Instagram, LinkedIn, Blogs, action like filling out a form or driving them to a digital Spredfast Social Business Textbook 20 Chapter IV Math
  • 22. V. Using Social Data to point of purchase or donation. Through the use of link tagging or integrating website analytic goals with a social media management system, brands can track this Formulate Future Decisions activity with a high level of accuracy to move beyond Social media measurement isn’t a single-dimension social activity measurement into proof of conversion. activity. Collecting the data is only the first step in the Common conversions to consider tracking include: measurement process. Social brands can and should use this data to analyze performance and trends across • Traffic from social activity to website audiences, content, and activities. These findings can • Form downloads, originating from social links, that help determine: capture additional user information for follow up • Content Preference – which content maximizes • Online Sales originated from social activity and links engagement • Special redemptions such as online coupons shared • Content Efficiency – which content drives conversions via social and redeemed either online or offline • Audience Technographics – who comprises your • Social Downloads on sites such as SlideShare social audiences and what do they seek from your • Online action taken such as petition signatures or brand on social channels? donations originating from social activity Brand Determine what constitutes “successful” Action social activity and create an approach to Brand Define the types of conversions that matter percolate and assess trends at a programmatic Item Action to your brand’s business goals and how you level. Unearth takeaways on which social Item plan to track them through link tagging, activities work best universally and identify website analytics, and social media audience or channel specific trends. management integration. Learn Presentation: DESKTOP Best Practices for Measuring the impact of Social Engagement More openbook Worksheet: Measuring the Impact of Social Engagement Online book Tipsheet: Benchmarking Engagement and Interactions Spredfast Social Business Textbook 21 Chapter IV Math
  • 23. Questions for further discussion: 1. What is the current size of your social networks? 4. Are business conversions such as driving traffic How are you tracking growth over time to assess to your website, on-site sales or user information interest in “opting-in” to social communications? Are capture part of your social program goals? How are some of your networks much larger than others? you tracking these across your digital presences and Does this signal that some networks are more how can your brand track when these are sourced pertinent, and deserving of time, to your social from social activity? How can you report conversion activities? completions regularly to show the success of social programs? 2. What is the average number of impressions your social content is receiving on each network? Is this 5. Which engagement data will help your brand make number growing or shrinking? If the number is not more strategic social decisions in the future? How growing, does this signal that your content is not are you gauging the success and traction of social being seen by, or shared across, your networks? content to learn what resonates best with social users? How are you assessing community interests 3. What types of engagement does your brand track? and needs to fuel meaningful engagement? Which Are some interactions, such as clicks or shares, more social networks are highest in terms of size? valuable than others such as likes or comments? Is Impressions? Engagement? What does this mean for your level of engagement increasing, consistent, or future planning? decreasing over time? How do these interactions help support success for your social initiatives as a brand? Can you assign a value – numeric or financial – to these engagement types? If you want your whole company supporting your social initiatives, it will help if the whole company (more or less) has access to the scoreboard. Don’t treat social media measurement results like the nuclear codes. Sharing your results will inspire the internal discussions and ideas necessary to take Social Media Measurement your program to the next level. A 6 Step Process - Jay Baer, Convince & Convert Spredfast Social Business Textbook 22 Chapter IV Math
  • 24. Brand One of the opportunities and challenges about social business, is the sheer volume of data that can be collected and analyzed. AT&T manages example this data overload by focusing on a channel-specific “ultimate metric.” AT&T Learn more about how AT&T uses data to drive strategy by viewing our Social Prep School Webinar. 3,006 74 Facebook: Shares Instagram: Hearts (Likes) 24 28 Twitter: Retweets Google+: +1 Spredfast Social Business Textbook 23 Chapter IV Math
  • 25. english V [Creating Social Content] The written word holds great power. And with the introduction of social media into business programs, brands are finding that quality content is a key contributor to social success. Whether a message is a 140-character Tweet, a brief reply written to a comment on Facebook, or a 1,000 word blog post, each action taken in social is rooted in content creation. Social activity can be categorized into three areas. Content development for social activity can be created directly by a brand, such as status updates, long form materials such as white papers, or multimedia such as images and video. Content can be curated from social users, media, or industry sources and shared to build relationships and engage with social audiences. And of course, brands can respond to or join existing conversations to build richer, meaningful relationships with key online communities. CREATE CURATE CONVERSE Figure 5.1 Successful social programs look at content through three lenses to create, curate, and converse. Spredfast Social Business Textbook 24 Chapter V English
  • 26. I. Thinking like an author and creating great content SOCIAL Content True, content is king. But not just any content will spark social conversation with your audiences. Ask yourself two key questions when planning content: What is your objective in publishing to your online communities? And, ’so-shəl kən-’tent what is your customer’s objective in connecting with (n.) Content that is created, curated, or part you on social channels? When considering your brand goals: Is it to raise awareness? Inspire engagement? Or of a conversation to fuel social program to convert users in a defined way? When considering activity and engagement customer goals: Is it to learn something? To get a good deal? To be heard? Depending on your answers to these questions, multiple types of content can be used and • Identify which actions you would like your social shared with social communities. Some of this might network to take. Map these potential actions or need to be created from scratch, but other content might conversions to the types of content and calls to already exist within your company. To best assess what action that help motivate the corresponding activity. types of “owned” content your brand can share in social: • Audit your brand’s existing content library. Content Make a list of content your social team Brand such as case studies, customer stories, rich needs to create on an ongoing basis – from Action multimedia, or industry relevant knowledge or status updates on Facebook and LinkedIn to Item advice can be repurposed for social consumption. long form blog posts and videos – and create an editorial calendar to address timing for • Use social measurement insights to determine new creation and sharing. content needs. Examine social engagement metrics and determine which types of content receive II. the most interaction. Use this insight to guide decisions around new content creation. Acting as a publisher and • Assess implications of length and media type. You curating content to share might have 140 characters to Tweet, but keeping Social media activity inspires word of mouth sharing. messages short enough to Retweet can make your In this vein, companies shouldn’t focus singularly on message easier to share. Text may provide richer sharing brand-only content. Rather, they should use a messaging options, but remember, a picture is critical eye and share the most valuable and relevant worth a thousand words (and is shown to be more content with their networks. Often, this might be shared engaging and shareable). from community members, industry experts, or media If you would not be forgotten as soon as you are dead, either write something worth reading or do things worth writing. – Benjamin Franklin Spredfast Social Business Textbook 25 Chapter V English
  • 27. sources. Publishing a diverse set of content both ensures you are keeping audience members (and their values) Smart Social Tech Tip: top-of-mind and helps build community by giving credit Planning, creating and scheduling content in advance and attention to other valuable industry resources. When through a social media management system allows building a curation framework for your brand, consider brands to engage across all social networks and the following sources and how they may bolster your ensure the right mix and cadence of content is regular social content rotation: shared per the company’s desired strategy. • Timely industry news and implications • Content from channel or business partners • Customer/client content, news, and updates • Prompts for users to respond, reply, or provide feedback in daily content to stimulate interactions • Industry conversations and commentary • Calls for content that allow users to submit and/or Identify relevant information sources – such share their own ideas and creations Brand as news outlets, industry blogs or sites, spe- • Open-ended questions to begin organic Action cific users, pundits, and partner social ac- conversations Item counts – and outline the most useful ways • Keywords, hashtags or specific accounts that to curate and share this information as part your brand, through listening efforts, can monitor of your ongoing social activity plan. for opportunities to add insight on existing conversations III. • Responding to mentions, brand-related operating as a conversations, and questions to fuel existing correspondent and customer conversations involving your brand (or competitors) engaging in conversation Social media is, after all, about being social and interacting • Discussion threads, groups, chats, and industry with others. This is why the conversation part of the leaders’ sites where your brand can add value and content framework is so important. You will undoubtedly feedback to other respective communities want to share content and updates about your company, products, and industry, but your brand also has a keen Brand Brainstorm—create a list of relevant and opportunity to participate in conversations already taking Action strategic conversations where your brand place. The obvious conversations are those surrounding Item can participate and assess which of these your company or products. But what about the organic you should start yourself on owned accounts conversations taking place among your customers? Or and which of these are already taking place relevant discussion threads taking place across hashtags, elsewhere where you can begin participat- groups, or news sources? Better yet, what conversations ing as a valuable community member. can your brand start? To get an idea of your most valuable conversation engagement options, consider the following: Spredfast Social Business Textbook 26 Chapter V English
  • 28. Content isn’t just another channel. It’s a mindset. It’s not new, but instead, technology and social tools and platforms have created new opportunities, which continue to evolve, and afford us new ways to respond to customers and Putting Content in Context communicate with them. - Ann Handley, Marketing Profs Learn DESKTOP Presentation: Spruce up your social with great content More book TipSheet: Making Facebook Content Newsfeed-Worthy Online compose Blog Post: Adopting Social Media Company Wide Tipsheet: book How Does Your Social Garden Grow? Questions for further discussion: 1. Creation: what content does your brand already sources that regularly provide content that your have at its fingertips that can be shared to seed audience would find valuable? conversation across social channels (overviews, 3. Conversation: where are existing conversations guides, presentations, multimedia)? How often can taking place that you can not only share (curate) but you commit to creating new content like multimedia, also participate in? Are there specific blogs, Twitter blog posts, or shareable assets? accounts, or hashtags or LinkedIn Groups where you 2. Curation: which relevant people, topics, or should become active in ongoing discussions to add conversations should your brand monitor to find more insight and value? shareable content for your own social accounts? 4. What is your brand’s ideal mix of creation vs. Are there customers, pundits, influencers, or news curation vs. conversation? Spredfast Social Business Textbook 27 Chapter V English
  • 29. Brand The CW Television Network is home to shows like 90210, Gossip Girl, The Vampire Diaries, and the Sex and the City prequel, The Carrie Diaries. The social presences example for each show are tailored to the style and audience of the show. For instance, in addition to sharing updates on the show, cast, and crew, @gossipgirl dishes The CW on the latest celebrity gossip (you know you love her). See how other CW shows create and curate great content and converse with their fans. To promote the new Carrie Diaries, custom images of characters from other series in “8-Bit” mode were created to spread the word about the premiere. Create Fans of The Vampire Diaries can join in on Most of the tweets in the America’s Next Top weekly live chats on Twitter during episodes Model Twitter feed are curated from past using a custom hashtag created to start and contestants, fans, and Ms. Tyra Banks herself. keep track of the conversation. Curate Converse Spredfast Social Business Textbook 28 Chapter V English
  • 30. Social Studies VI [Segmentation and Targeting Social Audiences] Studying a group’s activity over periods of time can unearth cultural, social, and behavioral trends. In social media, being a member of a brand’s social network doesn’t mean that you share the same interests and motivations as other members. Similar to groups of actual customers, different social segments have diverse needs, desires, and motivations for engaging socially. Target audience profiles in business are built based on emerging demographic, psychographic, and behavior patterns. The same is true across social media. The great news is, social networks like Facebook and LinkedIn are allowing social brands to better access these data points to learn more about the people within their networks. Brands can then utilize features on networks like Facebook and LinkedIn to actually target activity to distinct audience profiles based on age, location, language, work title, industry or interests. BRAND MESSAGE GEOGRAPHY INTERESTS DEMOGRAPHICS Figure 6.1 Brand messages can be tailored to reach distinct social segments based on geography, interests, or demographics Spredfast Social Business Textbook 29 Chapter VI Social Studies
  • 31. I.Studying audience characteristics - defining target audiences Segmentation The first step in identifying specific social audiences is to classify the different interest and user segments and Targeting within your networks. These will likely be different from seg-mən-’tā-shən ən(d) network to network, but diving into audience insights ’tär-gət-iŋ provided by social networks like LinkedIn, Facebook, and YouTube will key brands into who makes up their (v.) The act of defining groups of community and why they are interested in the brand’s similar audience members – based on social content. To start understanding the audience demographics, psychographics or behaviors segments within your brand’s social network: – and directing specific activity and/or • Learn about your audiences’ demographic conversations directly towards these groups compositions. This includes audience traits such as age, gender, and location. Are there distinct age groups within your Facebook network? Are there more Senior and/or Manager level users These discoveries will help in crafting activity to within your LinkedIn following? Can you identify connect with the largest group possible when key geographic concentrations of Fans, Followers, wide-casting across social networks. or Subscribers? This information can be obtained Study the audience composition of your through insights provided natively by social Brand networks from the data provided in networks, and an aggregated view created using Action Facebook Insights, LinkedIn Insights and analytics from social media management systems Item can help identify cross platform trends. Brands YouTube analytics and your social media that familiarize themselves with this information management system to identify specific will be better suited to provide content and create audiences to whom your brand can begin conversations that resonate with social audiences. targeting more personalized messages. • Identify critical masses. Many brands choose to II. share wide-casted activity across social networks instead of, or in addition to, targeting messages. Talking to the right people - Activity such as company news, product launches, Embracing network targeting and special announcements may be relevant When wide-casting doesn’t provide a personal enough to your entire network, but understanding the experience, the social networks now provide brands composition of the audience majority can help with the publishing power to share tailored content with create messages that connect most broadly. specific network segments. Rather than wide-casting Are most community members located in North social messages that pertain to a specific community America? Do women outnumber men? Is a specific segment, brands can personalize and target specific age group or professional cohort most engaged? messages. This ability to laser target messages based Spredfast Social Business Textbook 30 Chapter VI Social Studies
  • 32. on age, geography, language, and areas of interest – across Facebook and other networks – means that social Smart Social Tech Tip: activity can now be more personalized, and effective, Social media management systems allow brands than ever before. to both target specific audience groups, as well as define “pre-determined” segments to communicate Brand Build “social profiles” based on your with to make message targeting simpler and Action network analysis, and use these profiles accessible to larger groups of contributors. Item to target messages when appropriate (e.g. use geo-based profiles to promote regional sales, professional cohort based profiles to promote an executive level training). • Views • Clicks III. • Shares Picking up on social Cues - • Likes Optimizing messaging for • Comments key segments Zeroing in on user behavior helps social brands better Assess and decide how particular social Brand engage their networks. As you begin targeting specific audiences within your network(s) are Action segments with personalized content, track how more likely to engage in specific ways (i.e Item individual segments react to and engage with this comments vs. shares) or be responsive to activity to gain insight about which content is most specific messaging and optimize content for engaging to each of your targeted segments. LinkedIn those segments to enhance likeability or Insights and the Facebook Message Dashboard are two sharability. places that brands can find information about audience engagement. Whether wide-casting or targeting specific groups with specific messages, the following engagement elements can teach your brand what activity is most compelling and how to utilize specific content better in the future: Learn compose Blog Post: More Targeted Status Updates Bolster Engagement on LinkedIn Blog Post: compose Online Facebook’s Page Post Targeting Reinforces Importance of Engagement Spredfast Social Business Textbook 31 Chapter VI Social Studies
  • 33. Questions for further discussion: 1. How do your audiences vary across your brand’s 3. Do engagement trends exist that highlight high different social channels? Are there noticeable performing content and activity? Do specific types differences between age, gender, location, language, of content, like pictures or videos, out-engage or education/professional level? text updates? Or vice versa? Are there themes or specific conversation focus areas that yield more 2. Based on knowledge of audience segments, which interaction than others? Is this based on targeting groups should your brand be targeting on Facebook? to a specific segment? On LinkedIn? What are the overarching traits of your entire audience to keep in mind when publishing to your entire network? The place where [social is] going is hyper local. So, it’s not enough to just post to the broad Facebook fan page community, you have to think about what do people in Austin, Texas care about? What do people in Chicago care about? What do people in Minneapolis care about? Social Brands Chime in: Social Because if you’ve got a really diverse customer, Business in 5 Years you can’t just be posting generically, you have to be thinking about what customers in each of those markets would care about. – Chuck Hemann , WCG Spredfast Social Business Textbook 32 Chapter VI Social Studies
  • 34. Brand With 18,000 retail stores in 60 countries, Starbucks customers are as diverse as the iconic coffee chain’s handcrafted beverages. In addition to example segmenting social presences by consumer interests (Starbucks Frappuccino starbucks has over 10M fans on Facebook and 27K Twitter followers), Starbucks also segments audiences and utilizes message level targeting by: Location Language Spredfast Social Business Textbook 33 Chapter VI Social Studies
  • 35. Student Council VII [Social Engagement & Community] Student councils engender democracy, leadership, and civic engagement. And what is social media, if not democratic and engaging? All the content and sharing in a social brand’s world is only as strong as the interaction, conversation, and response it inspires. For this reason, building community and inspiring engagement is one of the most important subjects for social brand practitioners to master. Regardless of company size or industry, social media engagement can bolster positive brand perception and create meaningful experiences. COMMUNITY ENGAGEMENT RECIPROCITY AND REACTIVE ENGAGEMENT LIGHTWEIGHT CONVERSATIONS AND INTERACTIONS SHARE WORTHY CONTENT AND EXPERIENCES COMMUNITY INTERESTS BRAND MESSAGE Figure 7.1 Understanding and interacting with network members can translate a brand message into community engagement Spredfast Social Business Textbook 34 Chapter VII Student Council