crafting an engagement strategy

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Presented 12/1/09 to Social Media Breakfast, Seattle chapter. AUDIENCES: Marketing VPs, Directors; agency account directors SYNOPSIS: I run across many presentations on "social media strategy" but never on how to craft one. This is my take, done overnight with lots of coffee and little sleep. I welcome feedback to this document, which describes how the marketing practice needs change, how engagement and trust are the keys to revenue, and things to cover in creating an engagement strategy.

TRANSCRIPT

DITCHING COMMUNICATIONS FOR ENGAGEMENT: A STRATEGIC APPROACHEric Weaver | Tribal DDBSocial Media Breakfast12/1/09

Topics◼ WHY engagement?

◼ The traditional marketing model◼ Why the wheels have fallen off◼ New approaches to revenue

◼ WHAT is an engagement strategy?◼ What does it consist of?

◼ HOW marketing can rethink its approach for engagement◼ Some thought starters

Our (Formerly) Glamorous Life

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The ground rules

◼ Built in a known environment of limited product choice

◼ Limited media channels

◼ Longer brand interactions

◼ Higher barriers to entry

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Meanwhile, back at the recession…

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revenue

revenue revenue revenue revenue revenue revenue

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“Are you asking for a budget increase?”

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Cultural shifts and Marketing

Source: Agent Wildfire

Trust

ESPECIALLY WHEN THERE’S RISK

People turn to peers when time is short, risk is greater

TRUST IS WIDELY SPREAD56% age 35-64, 63% 25-34 share trust/distrust on the

web

WE TRUST PEERS THE MOST(57%); 13% trust

advertisers/marketers (least trusted group)

PEOPLE BUY TRUSTTrust drives preference: 91% buy from trusted

companies; 77% refuse to buy from distrusted

2008-2009 EDELMAN TRUST BAROMETER

drives transactions

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Hmmm: if peers are the most trusted and we are the least, what if we put our brands into the hands of the market?◼ 66% of touchpoints are now consumer-generated◼ Banner ads have an average .19% clickthrough, while Facebook

fan page announcements have a 6.5% clickthrough◼ WHY? The mental gauntlet is down◼ APPROACH: Craft brand content nuggets and trust builders

◼ Testimonials◼ Interviews◼ Leadership/product management commentary

◼ CRUCIAL: Set your brand and value messaging guardrails

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BOOMERS = propriety. Trained in formalities, don’t offend, guarded means safe, not so great with “random.” Suit & tie = trust.

GEN Y = affinity. Formalities ignored, sharing means finding, tech is easy, random is life. Consider your lens. Suit & tie = distrust.

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Let’s talk strategy

First of all, what’s a strategy?◼ Simply put, a strategic vision — an end point — and a plan to get

there◼ It’s not about the channels

◼ Honestly assess your starting point◼ Audit your customers and prospects◼ Review competitive SWOT

◼ Determine approach and action steps◼ Short-term, mid-term, long-term◼ Here’s where your tools come in◼ Staffing and support

◼ Determine success metrics, KPIs

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Envision an end goalFLICKR: @SLUDGEGULPER

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17FLICKR: @BEN+SAM

Honestly assess your starting point

◼How can customers engage with you today?

◼Who are your brand zealots? Ambassadors? Naysayers?

◼What topics are tied to your brand? Your firm?

◼How is the competition engaging with your customer/prospect base? Threats? Opportunities?

Where’s your offering today?◼ Social marketing

◼ Never started, yes but not yet, stuck/unsure, baby steps, active◼ Feedback channels

◼ Retail, mail, web, email, phone, blog, external monitoring, branded social channels, customer advisory panels

◼ Value proposition◼ Information, promos, media, tools

◼ Relevance◼ Impulse, low need, high need, essential

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◼ AFFINITY/SHARING: Forwarding/Bookmarking/WallPosting◼ Content that triggers feelings of identity, tribe, bragging rights◼ Content that provides reference information

◼ FEEDBACK: Commenting/Reviewing◼ Editorial content◼ Ask for feedback

◼ ADVOCACY: Faving. Fanning. Blogging.◼ Cause and value messaging/content

◼ FANDOM: Mashups/Media/FanSites.◼ Provide malleable content◼ Empower ambassadors

Action steps

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Forrester’s Technographic segmentation model

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Two different approaches◼ MANAGE INDIVIDUAL

RELATIONSHIPS BY CHANNEL

◼ CRAFT MESSAGE, CONTENT BY VENUE◼ Call center◼ Email◼ Twitter◼ Facebook◼ Direct◼ Events◼ Flickr◼ YouTube

◼ FOSTER CUSTOMER DRIVES TO ENGAGE

◼ LET CUSTOMERS DETERMINE MOST EFFECTIVE CHANNEL◼ Start with affinity, trust,

transparency◼ Create feedback channels◼ Assign listeners,

conversationalists, and content creators

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Integrated Traditional/Social Marketing Mix

AMAZONS T O R Y T E L L I N G

FACEBOOK FAN PAGE

SEO

COMPANY BLOG (IP)

BRANDED SITE

EXTERNAL MKTG-MANAGED PRESENCE

EXTERNAL THIRD-PARTY SITE

TRADITIONAL MEDIA/PR

HELPFUL RESOURCESCOMMENTS

RETAIL

ONLINE SAMPLING

TOPICAL COMMUNITIES: IP, HELPFUL TIPS

PRINT

OUTDOOR

PRODUCT LAUNCH

MICROSITE

ONLINE

EVENTS

E-COMMERCE PARTNER

EXTERNAL BLOGS: IP, FASHION TIPS

YOUTUBE CHANNEL: STORYTELLING, IP

PR

PRODUCT SEEDING PGMS

CONSUMERSTYLE SHARING

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Consider including a trust strategyIf trust is the primary lever of revenue◼ Where are you trusted?

◼ Create amplifier opportunities for brand zealots◼ Video testimonials

◼ Where are you distrusted?◼ Provide open, transparent proof points that can be found

◼ Testimonials and interviews◼ Inside looks◼ Open dialogue with the market

◼ Lead with trust weak spots◼ Takes the wind out of naysayers

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Trust generated, 2300 new accounts, $4 million.

PROOF OF INTENTION: leveraging social causes to focus conversation (and brand) on giving back.

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So, remember

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Follow the social marketing mantras◼ Peer marketing extends your sales force along trust channels

that you cannot buy◼ Social marketing is a commitment, not a campaign

◼ Plan staffing appropriately◼ Outsource temporarily if need be

◼ Be transparent about everything except that which cannot be◼ Polar opposite to Boomer privacy issues◼ May take sell-in with management, legal

◼ Be fearless◼ This is the most exciting area of marketing!◼ You’re at the cusp of a transformation!

◼ Engage openly, but with response guardrails and internal governance◼ “Cool people” don’t suffer fools – neither should your organization◼ Let the market decide how you’re doing (they’d do it anyway)

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As you write your strategy◼ Any tactic should clearly ladder up to the overarching strategy◼ Consider how you will phase your engagement approach

◼ What kind of kickoff? ◼ What can staffing accomplish? ◼ Which tactics to try first? ◼ What learnings can inform future engagement efforts?

◼ As you examine your audiences, consider creating personas that will help create organizational empathy and understanding

◼ Clearly state your mandatory requirements for success◼ X conversationalists, Y monitors, Z content creators◼ Agency or in-house? Automated or qualitative?

◼ Clearly state your success metrics◼ Increase in time-on-site? Sentiment? Twitter fans? Retweets?

FLICKR: @JACOB DAVIES

And don’t let that commitment—or that strategy—fizzle◼ Get buy-in

◼ Management must understand the cultural shifts and buy into plan◼ Stay focused!

◼ Don’t let day-to-day duties stall your efforts◼ Hold people accountable

◼ Who’s responsible for each action step?◼ Follow up, adjust and readjust

◼ Plans change, adjust accordingly◼ Set a timetable for reexamination

◼ Tie what you’re doing to organizational goals◼ Management can’t argue with approaches that support mission, goals

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About Tribal DDB Vancouver

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Part of a worldwide network of tribes◼ 53 full-service offices◼ 25 countries◼ 1,500 people

ExpertiseServices◼ Digital brand strategy◼ Customer experience design◼ Usability◼ Interactive advertising◼ Media planning & buying◼ Engagement & social marketing strategies◼ Social network/community design◼ Community cultivation (via @RadarDDB)◼ Search engine marketing◼ Engagement analytics

Platforms◼ Web◼ Mobile/iPhone◼ Interactive interfaces◼ Kiosks◼ GPS

Our North American Clients

THANK YOUericw@tribalddb.caslideshare.net/weave206-905-9328

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