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Social Media Strategy Series: Setting Up 
Episode Guide 
Part 1: Introduction 
Part 2: Research And Planning 
Part 3: Setting Up 
Part 4: Management 
Part 5: Engagement 
Part 6: Conversion 
Part 7: Adjustment 
Part 8: Growth 
Setting up your social media marketing resources effectively is crucial before launch. Learning on the fly is 
perfectly normal, but realising that your materials, profiles or software aren’t up to scratch after addressing the 
marketplace is unacceptable. 
Setting up is part of the process of pre-launch preparation. Using your research and planning, you would have 
established which social media platforms you will be actively participating on and what software will be needed to 
assist you in executing your strategies. 
So now it’s time to get your hands dirty. 
This process is often overlooked and undervalued. Companies with the in-house capacity to pass branding to their 
graphic design team, or optimising web copy to their copywriters, will be at an advantage. But for the one-man 
bands who do not enjoy such luxuries, its time to outsource it entirely, or learn it yourself.
I would recommend going with the first option, unless you have lot’s of time on your hands. 
The foundations of your social media campaigns start with your profiles. Call it the smell test, so to speak. They 
must attract and retain attention. 
Internet users will typically spend between 10-20 seconds on websites. Those that gain trust early retain 
viewership (Source: How Long Do Users Stay on Web Pages? ). I would imagine this principle would be similar in 
social networking, although my guess is the average time would be lower. 
If you instantly capture people’s imagination, then you will have won their interest and the prize is the chance to 
showcase your content. 
Here are the 3 most common mistakes of setting up campaigns in social media: 
1. Inconsistent 
Usually a result of businesses trying to match branding to their audiences, without sufficiently taking into 
account their corporate identity. A good example is an out of place looking background graphic, with a small 
company logo in the corner. It’s great that the target audience has been addressed, but it doesn’t bode well 
for brand identity or recognition. 
2. Irrelevant 
Sometimes an extension of the first mistake. I have seen businesses go with logo designs that set the 
stage for their whole branding and copy. When you step back and look at the whole picture, it just doesn’t 
reflect their identity, vision or culture. 
3. Incomplete 
One of my top pet peeves in social media. There just isn’t any excuse for launching campaigns with 
incomplete profiles and it’s quickly picked up on by users. Don’t lose readership or reputation right off the 
bat by being sloppy.
Imagine if you launched your social media campaign without taking sufficient time in setting up your marketing 
resources. You might start tweeting without a bio or profile branding. You could build your list but have no email 
templates or auto-responders ready. You might even start engaging with your target customers but not have a 
website to drive people to. 
It would just be messy. So it’s paramount that you have everything in place before launching your social media 
campaign. 
Here is a quick overview of the typical web components required in social media campaigns. You can use this as 
a checklist of marketing resources needing to be set up prior to launch day. 
External components 
Website 
Landing pages 
Email software 
CRM 
Press release 
Primary social networks 
Facebook 
Google Plus 
Twitter 
LinkedIn 
Pinterest 
Rich media sites 
Video: YouTube / Vimeo 
Photo: Instagram / Flickr 
Social bookmarking sites 
Digg 
Delicious 
Reddit 
Secondary social networks 
Quora 
StumbleUpon 
Foursquare
Social media software 
BuzzBundle 
Hootsuite 
SproutSocial 
Complementary or specialist platforms 
BizSugar 
Triberr 
EzineArticles 
The general areas of setting up social media campaigns can be attributed to three distinct job roles. That is why it 
can be hard for small businesses to find what they would call a great social media manager. Without resources to 
hire a team of people, the responsibilities fall on one person. 
Web Design and Development 
OK, so most of the time this will be given to a different person or team. But the overlaps are wider than you think. 
Being able to create custom Facebook tabs, bespoke email templates and tailored landing pages all require 
various coding knowledge. 
The better social media managers will have a sufficient understanding of web design languages such as HTML, 
CSS and PHP, and be able to translate conceptual designs into marketing web resources. 
Branding 
If a complete corporate branding package is required then again, the best bet would be to seek a specialist. 
Setting up social media accounts will always encompass elements of branding, be it; Twitter backgrounds, 
Facebook covers, LinkedIn banners, PPC ads, social content, promotional materials, email graphics… you get the 
drift. 
I wrote a piece for the Smart Insights blog on improving your Social Media campaigns using Graphic Design, 
which you can read here. 
Copywriting 
Social media managers have to be great writers – it’s part of the territory. Content is the main driver in social 
marketing. I’m sure you have heard the popular social media cliché that content is king? 
What is online engagement without words? How could emails be sent without text? And what would happen to 
advertising without compelling headlines? 
For a more in-depth breakdown on the major activities that should be undertaken prior to campaign launch, read 
my article – Social Media Campaign Launch: Checklist. 
There have been many instances where brands haven’t quite understood how valuable the setting up phase in 
social media marketing is. Take these two campaigns that backfired for instance:
Setting Up Branding – HealthNet 
HealthNet faced total embarrassment when it was learned that they were fabricating tweets and Twitter handles in 
their advertising and on their billboards. The tweets were ironically punctuated with the hashtag #healthnetcares. 
Setting Up Video – Paddy Power 
Paddy Power, not a brand to shy away from controversy, created a commercial which was subsequently banned 
in four days. “Surely some kind of record,” the brand boasted. 
Social media is a risky environment for brands. But it can also serve to do more harm than good to small 
businesses too. Think of setting up your social media campaigns like planting a tree. 
A tree needs good foundations in order to survive, grow and mature. If it is not set up properly with the right soil, a 
suitable pot, the correct watering schedule etc, then chances are it will shrivel up and die a slow but painful death. 
A tree can be saved by quickly adjusting as you go along, but the healthiest tree’s will be the ones that were given 
the best chance at the start of life. Remember, some tree’s are born into harsh environments and are not handed 
the luxuries or opportunities others are.
Similarly, social media campaigns need setting up with vision. Are the foundations being established with future 
planning, growth and expansion in mind? Is the campaign as a whole scalable? If not, then if you are as 
successful as you hope to be, where do you go? Start over? 
I frequently experience businesses who have already built a presence in social media, yet want to overhaul their 
efforts due to recent opportunities for scaling, or refinancing. In these cases, the set up phase didn’t take into 
account future success and were usually limited to the capacity at the time. 
In other words, it was built on a rigid system. 
Think through the setting up phase thoroughly and don’t feel you have to rush to market with a less than complete 
strategy. It will pay dividends down the line if your social marketing assets and materials were given the proper 
handling before being released into the wild. 
Over To You 
Hopefully, you can understand how much effort needs to go into setting up your social media campaigns. And how 
important it is to get it right, from the start. 
Have you seen any social media profiles that you thought were especially poor or inspirational? 
And do you remember any launch campaigns that blew you away with their creativity? 
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SOCIAL MEDIA STRATEGY SERIES: SETTING UP

  • 1. stuartjdavidson.com http://stuartjdavidson.com/social-media-strategy-setting-up/ Social Media Strategy Series: Setting Up Episode Guide Part 1: Introduction Part 2: Research And Planning Part 3: Setting Up Part 4: Management Part 5: Engagement Part 6: Conversion Part 7: Adjustment Part 8: Growth Setting up your social media marketing resources effectively is crucial before launch. Learning on the fly is perfectly normal, but realising that your materials, profiles or software aren’t up to scratch after addressing the marketplace is unacceptable. Setting up is part of the process of pre-launch preparation. Using your research and planning, you would have established which social media platforms you will be actively participating on and what software will be needed to assist you in executing your strategies. So now it’s time to get your hands dirty. This process is often overlooked and undervalued. Companies with the in-house capacity to pass branding to their graphic design team, or optimising web copy to their copywriters, will be at an advantage. But for the one-man bands who do not enjoy such luxuries, its time to outsource it entirely, or learn it yourself.
  • 2. I would recommend going with the first option, unless you have lot’s of time on your hands. The foundations of your social media campaigns start with your profiles. Call it the smell test, so to speak. They must attract and retain attention. Internet users will typically spend between 10-20 seconds on websites. Those that gain trust early retain viewership (Source: How Long Do Users Stay on Web Pages? ). I would imagine this principle would be similar in social networking, although my guess is the average time would be lower. If you instantly capture people’s imagination, then you will have won their interest and the prize is the chance to showcase your content. Here are the 3 most common mistakes of setting up campaigns in social media: 1. Inconsistent Usually a result of businesses trying to match branding to their audiences, without sufficiently taking into account their corporate identity. A good example is an out of place looking background graphic, with a small company logo in the corner. It’s great that the target audience has been addressed, but it doesn’t bode well for brand identity or recognition. 2. Irrelevant Sometimes an extension of the first mistake. I have seen businesses go with logo designs that set the stage for their whole branding and copy. When you step back and look at the whole picture, it just doesn’t reflect their identity, vision or culture. 3. Incomplete One of my top pet peeves in social media. There just isn’t any excuse for launching campaigns with incomplete profiles and it’s quickly picked up on by users. Don’t lose readership or reputation right off the bat by being sloppy.
  • 3. Imagine if you launched your social media campaign without taking sufficient time in setting up your marketing resources. You might start tweeting without a bio or profile branding. You could build your list but have no email templates or auto-responders ready. You might even start engaging with your target customers but not have a website to drive people to. It would just be messy. So it’s paramount that you have everything in place before launching your social media campaign. Here is a quick overview of the typical web components required in social media campaigns. You can use this as a checklist of marketing resources needing to be set up prior to launch day. External components Website Landing pages Email software CRM Press release Primary social networks Facebook Google Plus Twitter LinkedIn Pinterest Rich media sites Video: YouTube / Vimeo Photo: Instagram / Flickr Social bookmarking sites Digg Delicious Reddit Secondary social networks Quora StumbleUpon Foursquare
  • 4. Social media software BuzzBundle Hootsuite SproutSocial Complementary or specialist platforms BizSugar Triberr EzineArticles The general areas of setting up social media campaigns can be attributed to three distinct job roles. That is why it can be hard for small businesses to find what they would call a great social media manager. Without resources to hire a team of people, the responsibilities fall on one person. Web Design and Development OK, so most of the time this will be given to a different person or team. But the overlaps are wider than you think. Being able to create custom Facebook tabs, bespoke email templates and tailored landing pages all require various coding knowledge. The better social media managers will have a sufficient understanding of web design languages such as HTML, CSS and PHP, and be able to translate conceptual designs into marketing web resources. Branding If a complete corporate branding package is required then again, the best bet would be to seek a specialist. Setting up social media accounts will always encompass elements of branding, be it; Twitter backgrounds, Facebook covers, LinkedIn banners, PPC ads, social content, promotional materials, email graphics… you get the drift. I wrote a piece for the Smart Insights blog on improving your Social Media campaigns using Graphic Design, which you can read here. Copywriting Social media managers have to be great writers – it’s part of the territory. Content is the main driver in social marketing. I’m sure you have heard the popular social media cliché that content is king? What is online engagement without words? How could emails be sent without text? And what would happen to advertising without compelling headlines? For a more in-depth breakdown on the major activities that should be undertaken prior to campaign launch, read my article – Social Media Campaign Launch: Checklist. There have been many instances where brands haven’t quite understood how valuable the setting up phase in social media marketing is. Take these two campaigns that backfired for instance:
  • 5. Setting Up Branding – HealthNet HealthNet faced total embarrassment when it was learned that they were fabricating tweets and Twitter handles in their advertising and on their billboards. The tweets were ironically punctuated with the hashtag #healthnetcares. Setting Up Video – Paddy Power Paddy Power, not a brand to shy away from controversy, created a commercial which was subsequently banned in four days. “Surely some kind of record,” the brand boasted. Social media is a risky environment for brands. But it can also serve to do more harm than good to small businesses too. Think of setting up your social media campaigns like planting a tree. A tree needs good foundations in order to survive, grow and mature. If it is not set up properly with the right soil, a suitable pot, the correct watering schedule etc, then chances are it will shrivel up and die a slow but painful death. A tree can be saved by quickly adjusting as you go along, but the healthiest tree’s will be the ones that were given the best chance at the start of life. Remember, some tree’s are born into harsh environments and are not handed the luxuries or opportunities others are.
  • 6. Similarly, social media campaigns need setting up with vision. Are the foundations being established with future planning, growth and expansion in mind? Is the campaign as a whole scalable? If not, then if you are as successful as you hope to be, where do you go? Start over? I frequently experience businesses who have already built a presence in social media, yet want to overhaul their efforts due to recent opportunities for scaling, or refinancing. In these cases, the set up phase didn’t take into account future success and were usually limited to the capacity at the time. In other words, it was built on a rigid system. Think through the setting up phase thoroughly and don’t feel you have to rush to market with a less than complete strategy. It will pay dividends down the line if your social marketing assets and materials were given the proper handling before being released into the wild. Over To You Hopefully, you can understand how much effort needs to go into setting up your social media campaigns. And how important it is to get it right, from the start. Have you seen any social media profiles that you thought were especially poor or inspirational? And do you remember any launch campaigns that blew you away with their creativity? Website by TheSocialShark © 2014. All rights reserved. Privacy Policy Cookie Policy Terms & Conditions Sitemap ↑ Back to top