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How to Create a Social Media Report [Free Template]

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Social media is an undeniably powerful channel for marketing in 2020.

In fact, social networks are the biggest source of inspiration for consumer purchases, with 37% of consumers finding purchase inspiration through social channels.

However, if you’re using social media as a tool for organic exposure and brand awareness, rather than just a channel for paid ads, it can be difficult to track the success of your efforts.

As any social media manager knows, successful implementation of a social media strategy is contingent on countless factors — and all companies prioritize different channels, metrics, and criteria for success.

For example, is paid more important than organic to your business, and if so, to what extent?

Is more importance placed on audience engagement, or audience growth?

Has a posting cadence been directly tied to revenue?

With so many areas of focus for social media marketers, it’s crucial to choose, analyze, and report on your key social media metrics with a social media report.

A social media report can help you clearly convey what factors your social media team prioritizes, why those factors matter, and how you’re performing against those goals.

In this post, we’ll highlight the importance of a social media report, list the metrics you should consider including in one, and walk through a step-by-step process for building a social media report yourself.

For a quick and easy solution to your reporting woes, click here to download HubSpot’s Free Social Media Reporting Template.

Why Use a Social Media Report?

A social media report is the best way to distill the key metrics your social media team is tracking on a daily, weekly, monthly, quarterly, and/or annual basis.

Since social media encompasses so much, gathering and reporting on the data and channels that you’ve determined are most important for your business provides a lens of focus for your social media marketing team, and delivers a necessary high-level overview for leadership.

Social media doesn’t just affect marketing. Prospects ask questions, customers write reviews, and thought leaders follow you for company news. Because social media coincides with nearly every aspect of your organization, gathering and distributing the state of your social media channels is a move that shows transparency and encourages cross-company alignment.

You can also use a social media report to report on campaign-level analytics. If your social media account is serving as a cog in a larger company initiative, this report shows to what extent social media contributed to the project’s success.

Featured Resource: Free Social Media Report Template

HubSpot’s free social media report template has pre-made slides for you to report on all of your predominant social media metrics. Download the template today and simply plug in your own metrics to customize a social media report for your organization.

Social Media Metrics to Report On

Your business likely values some metrics over others when it comes to social media reporting. Likely, these metrics also vary between your channels — since LinkedIn doesn’t let you retweet, and Twitter doesn’t let you click a cry-face button.

Before you start reporting on your social media channels’ performance, read through this list of options of social media metrics so you can determine which ones you should include in your report.

1. Audience Size and Growth

This metric tells you how large your reach is and how quickly that reach is growing. This is typically seen as the core social media metric, as it shows how large of an audience you can leverage with your posts and content.

2. Cadence of Posts

A rather self-explanatory example, this metric represents how many times you posted in a given time period. This metric is usually compared alongside other metrics — such as engagement rates — to help you determine the right cadence for your audience.

This metric should also be channel-specific, because it makes sense to post more frequently on some channels than others.

3. Post Engagement

Post engagement measures how your fans and followers are reacting to your posts with likes, comments, and shares. A healthy post engagement suggests you have a loyal audience — and that your content is reaching them.

You can also track engagement as a percentage of your audience to determine engagement rate.

4. Mentions

One metric you have a little less control over is mentions. You can track mentions from customers, prospects, and even news outlets to gauge perception of your business and brand online.

5. Clickthrough Rate

When a post links to a page on your website, you can measure how many people and what percentage of your audience clicked through to the page. A strong clickthrough rate shows you’re sharing website pages that your audience finds relevant.

6. Conversions & New Contacts

Conversions comes into play if you’re using social media to generate leads, subscribers, or even customers. If you want to attribute contacts to your social media team’s efforts, make sure you’re using proper tracking and setting reasonable goals, as it’s rare in some industries to go straight from social media to becoming a customer.

7. ROI

Directly tracing ROI (return-on-investment) to social media efforts can be tricky. However, if you determine it’s worth reporting on this metric, make sure you have proper expectations set and attribution models established.

8. CPM / CPC

This metric is essential for monitoring the performance on your social media ads. If you’re solely reporting on organic social metrics, you can ignore this one.

9. Competitor Metrics

To provide a benchmark, consider analyzing the aforementioned metrics for your competitors. Obviously, these metrics can vary drastically based on publicity, paid budget, and the size of the company, but it’s still worthwhile to make the comparison.

How to Make a Social Media Report

Step 1: Choose Your Presentation Method

For consistency and clarity, make sure you’re using a social media report presentation, spreadsheet, or memo template. This way, each time you update your metrics, you’ll simply need to copy over your most up-to-date metrics onto that template rather than reinventing the wheel every time.

We suggest using a PowerPoint or Google Slide Deck template, because you can share it with your team via email, use it for an in-person meeting or presentation, or both.

Need a template to get started? Try this one.

Step 2: Determine the Metrics You’ll Be Reporting On

Like we’ve established, different companies and different social media teams value different social media metrics.

It’s your job to choose the metrics that matter most to your team and your organization.

Using the list from the section above, narrow down the essential metrics you believe are worth presenting to your team at large. Remember, you can change which metrics you report on for each of your organization’s social media platforms.

If your social media report is campaign-specific, reach out to the project stakeholders to see if they’re hoping to see reporting on any certain metrics in the social media report.

Pro Tip: For your first few ongoing social media reporting presentations, ask your peers which metrics they’d like to see, or which ones they need clarification on. Making these changes sooner rather than later helps you keep your team informed and engaged.

Step 3: Gather Your Data

Once you know what you’re reporting on and how you’re reporting it, it’s time to start collecting data.

When you’re first setting up your social media reports, create bookmarks for your data sources. Make a folder for the analytics page for each social media channel you’re analyzing and/or your social media reporting software for an all-encompassing view.

If you’re tracking click-throughs to your website, make sure you’re analyzing from a single master location, such as your tracking URL builder or your traffic tracking tool like HubSpot or Google Analytics.

Step 4: Add in Some Visuals

A chart of numbers on a slide deck is, well, pretty boring.

While a numerical chart is important for sharing as much info as possible in an organized way, using visuals is a better way to convey the growth and success metrics of your social media performance. Try incorporating one or all of the following into your social media reports:

  • Linear graphs to show followers over time.
  • Pie charts to show clicks to different pages of your website (blog pages vs. case studies, for example).
  • Bar graphs to show number of engagements on each platform.

These examples are more eye-catching than numbers on a slide and further illustrate what you want your team to walk away with. If data visualization is new to you, check out our Guide on Data Visualization for Marketers.

Step 5: Think of Your Story

A running social media report should always remind people about where you came from and where you plan on going. That said, make sure your reports make reference to how your numbers have changed since the last period of time on which you presented, in addition to why numbers have changed.

Did follower growth as a percent increase drop last month? Maybe that’s because one of your posts from the month before went viral and resulted in unprecedented growth that was impossible to match. Make that clear and add context to the numbers.

Additionally, each report should contain clear action items about how you plan to continuously improve your social media performance. Social media is constantly evolving, so your approach and strategy for it should, too.

Now that you’re equipped with the knowledge to build, design, and share your social media report, download your social media report template and get to work!





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Five Google Trends charts that show the impact of COVID-19

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30-second summary:

  • The world is now starting to open back up and we are marketers are adjusting to how we can be effective in this new reality.
  • Search data can help inform the strategic decisions around store locations, hours, payment methods and so much more so that your business can make smarter and more informed decisions on how to be successful.
  • As marketers struggle to grasp the magnitude of changes, Jason Tabeling highlights five Google Trends that can serve as immediate insights.

We all already know that the impact that COVID-19 is having on the world. We have all been under stay-at-home orders for about 90 days. The world is now starting to open back up and we are marketers are adjusting to how we can be effective in this new reality. It’s really hard to grasp the magnitude of changes that are occurring around us right now and it will take some time and perspective for us to truly understand. Search data is a powerful tool that can help us understand how consumers are feeling and reacting to situations. Here are five Google Trend charts that I think help us zoom out a bit and understand some trends that I believe will change the way we operate forever.

1. Retail vs Digital businesses

The world of traditional retail is changing forever. Here is a comparison between Instacart and Whole Foods. Now I know you can say Whole Foods is really Amazon and ecommerce, but that’s sort of the point. Every business is a digital business even if those particularly aren’t owned directly by Amazon. Quickly each business has had to move to a digital model and as you can see from this chart Instacart had a massive surge, has since tailed off, but has significantly closed the gap on Whole Foods. Instacart and other like businesses (Ex. Chewy or Doordash) now have a customer base that is much more comfortable in a digital world and won’t be going back.

2. Store hours

If and when a store is open is a big deal during COVID-19. Many stores, restaurants, and other businesses were forced closed. Some were deemed essential, and as states re-open are deciding when they should open. This leaves consumers searching to find out how their favorite shops are responding.

For businesses and marketers, this makes keeping your Google My Business (GMB) and other Location Data Management sources (Facebook, Yelp, Apple Maps) up to date. Knowing consumers are seeking information and relying on this information to take action is key. Google has even created new tags like, “Temporarily Closed” to help businesses communicate with their customers easier. Making sure this data is accurate and up to date has always been important and is just magnified by the uncertainty this situation has created for all businesses and consumers.

Google Trends - Store Hours

3. “Contactless”

Check a Google Trends chart for anything “contactless” and you will see a very similar graph. The growth of all things contactless has spiked, delivery, payments, and pickup. This further accelerates the digital revolution. Cash has always been dirty, and in these times people are especially cautious. According to Times article paper money can transport a live flu virus for up to 17 days. This data point, plus all the CDC and WHO recommendations make anything contactless of interest for consumers.Google Trends - Contactless

4. “Curbside”

Curbside is very similar to “Contactless.” Both demonstrate the new ways consumers want to interact with brands. Having this type of pickup option allows consumers the ability to shop with their favorite brands, but not take the incremental risk of going inside the store. Consumers are looking for ways to continue with some sort of normal behavior, get out of their house, and not have to wait for shipping.

Best Buy for example had a curbside pickup at 100 stores in December and quickly accelerated to all 1,200 stores during the pandemic. Much like Contactless, curbside wasn’t even a term consumers were using until recently and we don’t expect it to go away any time soon.

Google Trends - Curbside pickup

5. Remote work

The way people approach their jobs has been forever changed. As you can see from the chart below remote work has been steadily growing since 2004, but has reached a peak over the last few months. This is especially interesting when comparing it to unemployment searches, which is a very sad side effect of the economy shut down. I’m hopeful that for those of us in digital marketing we can see this as a growth opportunity for talent across the country and world to work together to help make marketing stronger for these brands. To help them drive into a digital age that was a differentiator just 90 days ago, and has now been rushed into mandatory status for survival.

Conclusion

So much of our world has been changed forever. It is our job as marketers to help leverage the tools at our disposal. This is especially true for search engine marketing. Where we have the ability to understand how customers are thinking about our brands and the experiences they expect from us just be understanding how they search. This data is not only helpful for search campaigns but business strategy as well. Search data can help inform the strategic decisions around store locations, hours, payment methods and so much more so that your business can make smarter and more informed decisions on how to be successful.

The post Five Google Trends charts that show the impact of COVID-19 appeared first on Search Engine Watch.



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Why IMPACT video training is a marathon, not a sprint

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I have a confession to make; outside of IMPACT, I’m addicted to fitness. If I’m not at my home office, I’m at my CrossFit gym training, training, and training some more. 

And not only am I training myself, I coach group classes as well. My classes all have a variety of fitness levels; it’s not uncommon that I have a 74-year-old grandfather and a collegiate gymnast taking the same class, performing the same workout. 

As a trainer, it’s my job to take the workout presented, and not only teach my athletes how to modify it for their fitness level, but also to break down the purpose and show them how it fits in overall with the plan they have made to invest in their long term health and wellness.  There’s an understanding that we’re all on the same fitness journey, but we’re all at different stages. 

Since joining the IMPACT team as a video trainer, it’s remarkable how much coaching CrossFit classes and video training are related. 

But more importantly, like fitness, whatever the regime, a long-term plan is important to remain successful and to stay on track with your goals. 

In comparison to my fitness clients, our video training clients come from different backgrounds of the video world. They have their own unique styles and abilities but by investing in video training, they all have a similar goal. 

What’s the goal of your video strategy?

 

The goal of video training at IMPACT is to establish a culture of video using the principles of They Ask, You Answer.

Investing in three months of video training is a good start, but I would equate that to a new athlete coming into the gym, having never touched a barbell and telling me, their trainer, that they want to qualify for Olympic Weightlifting. Or someone who comes in with a 14-minute mile saying they want to run a marathon in three months. 

As a video trainer, I can give you the tools to be successful on this journey: in three months we can cover the basics, review the concepts and implement the content and be on our way. 

But there is so much more to master that is focused neither on the skill level of the videographer nor the understanding of the types of videos to create. Production quality, process creation, and the general strategy of inbound sales and marketing video is easy to learn and understand. It’s simple information transfer.

But to consistently take action on that understanding is another story entirely. These habits that must remain long after working with IMPACT involve a cultural change, which happens much more slowly than the informational understanding.

To really adopt a culture of video, we need to think of it as a marathon and not a sprint; there are many factors that come into play, nuances to master with team personalities and stylistic techniques to conquer that really require at least six to nine months to embody adopting a video culture in a company.  

If we look at the Michael Phelpses, the Tom Bradys, and the Mat Fraserses of the world, they all have coaches who pick apart the small details of their game to make them better athletes and overall optimize their performances.  

What is video training? 

Let’s get this out of the way, when you start video training, we’re not teaching you how to be a videographer. 

True to the TAYA principles, video training is centered around creating video content that answers your customers’ questions, and using those questions to build a library of video content that positions you as an industry leader in educating your customers. 

Even though this journey is one you can take on your own, enrolling in video training can get you to where you want to go faster. 

Hold up, didn’t I say earlier that this is a marathon, not a sprint? I did, and that’s still true. Working with a video trainer will shorten the learning curve to producing the best educational video content for your company, but refining that content and producing it is still going to be time-consuming.  

We’ve worked with top-class videographers who needed more than a year of weekly meetings to create the change in their company they required to be successful.

Previous video training clients who truly become the most trusted visual educators in their space have invested $22,500 (nine months) to $45,000 (18 months) in weekly training sessions and offline video review.

A snapshot of a long-term video training relationship

Below, you’ll find a breakdown of what to expect when you commit to video training for a year. It’s important to point out that the first three months might feel a bit clunky; this is where we’ll do a lot of experimenting with video in our organization and really hone in not only our brand style, but our voice as an educator in our industry. By the end of the first three months, we should have a clear bird’s eye view of what our plan to implement video for our organization looks like. 

In the next six months, we’ll put our process to the test and create videos to be used on our website and YouTube channel. We’ll also integrate with our sales team and build the foundation of video as part of the company culture. 

Missing out on three and six months would dramatically decrease our productivity, and could be overwhelming to the videographer once they realize how much content they really do need to create to be successful. Having an established relationship with a video trainer for at least a year will ensure that adopting a video culture can be a smooth transition, and set clear goals and expectations for the journey of creating consistent video content. 

First 3 Months: 

  • Define Production quality standards and video creation processes
  • Produce the basics of website and sales enablement videos
  • Determine the common subject matter experts that will be on-camera
  • Streamline what is required during pre-production to begin filming
  • Master the Video 6 Formula to ensure that all videos have a specific purpose and value.

6 Months: 

  • Create a YouTube channel that educates your prospects at an industry-level
  • Produce Big 5 content for your website and YouTube learning centers
  • Improve the communication between sales and marketing teams so that sales team members begin to request videos needed for their processes
  • Refine the tone of your videos to feel as unbiased, honest, and highly produced as possible
  • Introduce 1:1 video that your sales team uses during sales processes to assign content and humanize interactions
  • Produce a consistent two to three videos per week that are being properly published and maintained online

1 Year: 

  • Challenge the creation process to ensure that habits have been formed and tested so that two to three videos will be able to be created in perpetuity
  • Identify ways for a video culture to be better implemented in the organization’s sales & marketing teams
  • Meet with Sales leadership to ensure that best practices are being followed with 1:1 video and assignment selling video
  • Ensure that communication channels are as solid as possible and video is being adopted and leveraged by the entire organization
  • Review video viewership analytics to identify how they should adapt the sales process with specific prospects and how the marketing team should improve the production of future content.

The end goal of video training

This is an oversimplified statement, but generally, a company is ready to stop working with a video trainer once they have successfully adopted a culture of video and have become the most trusted visual educators in their industry. 

Video training graduates understand how to measure the ROI through their videos, they are able to produce two to three videos each week, and their sales team members are both asking marketing for new videos and are also effectively using video throughout the entire sales process.

I recognize that a service like “video training” can sound vague and difficult to buy into without understanding exactly what you’re going to be covering, but the truth is that this journey is very consultative and the path for each client is very different. 

What stays consistent across clients is the outcomes that we strive to achieve together.

We created our 6-Month Video Training Roadmap for new clients trying to wrap their heads around what they will receive from video training. This roadmap is a general overview of the topics that will be covered during Video Training. 

To be clear, no one follows this roadmap exactly. There are many clients who are able to skip entire months worth of training in this document. But the important information to understand here is the outcomes that we’re striving for from each month. 

That’s where we’ll keep our gauge of what’s important for your team, and what’s not. Everyone’s path is different to achieve the same end goal.

Is video training right for my team?

Just like starting a new fitness routine, you can do it yourself. 

You can go online, educate yourself using free resources, and start creating video content. And you’ll hit plateaus and milestones. You might even master it on your own, but creating all that content will most likely take years of frustration, trial and error. 

If you’re committing to invest at least six to nine months in a relationship with a video trainer like me, then you’re agreeing to implement a culture of video the right way, the fastest way, and the most permanent way. The relationship requires a lot of work on your end, and your team will only be successful if there is buy-in for this change from the top-down.

When one of my athletes hits a milestone in their training, we celebrate, but we also look forward to the next milestone. 

Video training is a journey that takes time, effort, honesty, and an open-minded attitude. The investment in changing your company culture to include video — in a world that relies heavily on this medium — will set you up for success for years to come. 





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8 Books to Help Make You a Better Writer

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Every good marketer is also a good writer—or at least, they should be.

Whether you’re on the content marketing team and it’s your primary role, or if you’re in management and you’re tasked with writing blog posts, almost all professionals need to have a decent level of writing competency.

But even the best writers need help sometimes. Whether you feel like the words aren’t flowing like they usually do, or your commas and apostrophes seem very out of place, we’ve got you covered.

Here are 8 books that will help anybody hone their writing skills. 

Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content by Ann Handley

Everybody Writes is a guide to attracting and retaining customers in an increasingly digital world. Although it seems like the digital landscape is filled almost exclusively with clickbaity headlines, hashtags, and gifs, the need for good writing has never been greater. It’s important for businesses, especially digital ones, to choose their words carefully when they communicate with their customers. Whether it’s a blog post, lead magnet, or anything in between, good writing is now more important than ever. This book gives you all the information and tools that you need to write well in the digital world.

The 3-Minute Rule By Brant Pinvidic

As technology has advanced, it seems people’s attention spans have gotten shorter. Just as consumers have become accustomed to everything else in their lives being streamlined, you need to streamline your writing and presentation skills. Cutesy, fluffy, and schmaltzy is quickly being replaced with concise, tactical, and clear. The quicker you can capture your audience’s attention and get your point across, the better. Learn how to say more with less words, and get your message across in under 3 minutes.

642 Things to Write About by The San Francisco Writers’ Grotto

Practice makes perfect, and this book enables you to do exactly that: practice your writing. This book is filled with prompts or phrases that are intended to help you not only practice, but get out of your writing comfort zone. The prompts range from happy, to sad, to scary, to hilarious, and they all will give you plenty of things to write about. If you think writing about dying is scary, try writing about your first kiss… 

You Are a Writer (So Start Acting Like One) by Jeff Goins

This book provides a lot of tips and good practices for writing, making it a must-have for writers everywhere. But, at its heart, this book is geared toward the people that are either burned out on writing or are scared they don’t have what it takes to become a good writer. Intertwining his tips throughout his story of self-actualization, Goins talks about the steps he had to take to become a professional writer and overcome his own self-doubt. He explains to you what he did, and why you need to do it too. This book is not only tactical, but it’s a genuinely good read. 

The Only Grammar Book You’ll Ever Need: A One-Stop Source for Every Writing Assignment by Susan Thurman

There is a lot that goes into being a great writer, but it’s impossible without having a solid understanding of grammar. Grammar may seem boring and pedantic to some people, but it’s the foundation that all good writing is built on. That’s why it’s important for writers to have a place where they can get all of that important information. Your message doesn’t matter if you can’t clearly get it to your audience. This book is timeless, and will be as helpful 50 years from now as it is today.

Persuasive Writing: How to Harness the Power of Words by Peter Frederick

Marketing is a profession of persuasion, so it makes sense that every marketer should learn what goes into persuasive writing. Not only do you need a good product, but you have to convince people to buy it. Frederick provides 27 rules of persuasion that are used in massive ad campaign writing and have been proven to work over time. If you properly implement these rules in your other content, your writing team will quickly start to feel like a sales team.

Building a StoryBrand: Clarify Your Message So Customers Will Listen by Donald Miller

Stories are engaging. They make people listen and remember. And as a New York Times best-selling author, there aren’t many professionals more qualified to tell you that than Donald Miller. Miller’s StoryBrand process has been proven to generate results for businesses by harnessing the power of a great story. By teaching the 7 universal story points that people respond to, how to simplify a brand message, and how to effectively communicate through anecdotes, he shares critical information that helps businesses grow faster than ever before. Who knew the secret to copy writing was thinking like a novelist? 

On Writing Well, 30th Anniversary Edition: The Classic Guide to Writing Nonfiction by William Zinsser

This book has become evergreen, constantly updating throughout the years. It’s often praised for its advice, as well as Zinsser’s insights into the process of writing. It’s a classic book that has only become better over time and has sold over a million copies. From writing a book, to a blog post, to an email, On Writing Well is intended to any writer—or person who simply needs to write—improve on their prose.

The post 8 Books to Help Make You a Better Writer appeared first on DigitalMarketer.



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