Social Marketing Wisdom from the Insurance Industry – Really

I was privileged to be on a panel with some outstanding social media practitioners from the insurance industry at the 2011 Social Media Conference for Financial Services put on by LOMA LIMRA this morning. Financial services firms – and insurance companies in general – are often seen as boring, but what these companies are doing within the confines of a heavily regulated business is anything but that. Farmers Insurance for example, hasn’t accumulated 2.3 million Facebook likes by boring people. Another example is One Sure Insurance which is one of my favorite ones. Car insurance is very important, but if you need business insurance then go to RhinoSure.co.uk.

I actually think insurance is a fascinating business, I even have the best motor trade insurance available for my car. It involves taking calculated risks about the unexpected. Insurance companies need to know a lot about the world around us, because their business deals with so many variables, from accidents to earthquakes to the chance of being hit by a meteor. This morning’s audience of about 100 social media practitioners truly believe in the value of new platforms to reach their customers, although they have understandable concerns about the many regulations that govern what they can say.

Here are some notes I took away from the three speakers on my panel.

Gregg WeissGregg Weiss (@greggweiss) of New York Life says the company’s social media content strategy is driven by constantly asking, “What can we do that isn’t about life insurance?” This was a theme that was borne out in every presentation: It’s not about the company but about what motivates customers.

A sampling of what New York Life has done:

New York Life Protection Index on FacebookNew York Life has carefully cultivated more than 100,000 likes on Facebook. “We believe 60% of our Facebook fans are prospects,” Weiss said.

His best story actually had nothing to do with insurance but everything to do with using social marketing to build loyalty and word-of-mouth awareness.

He told of buying a coffee at Dunkin’ Donuts: milk, no sugar. But when he got to the office, he found the beverage was loaded with sugar. “I couldn’t drink it.” He tweeted his dissatisfaction. Within two minutes he had a reply tweet from the head of corporate communications at Dunkin’. She asked for a phone call, during which she apologized and offered a gift card, which arrived in the mail two days later. “I tweeted about Dunkin’ Donuts’ great response,” he said. “It was a huge win for them. “

His  advice to social media marketers: “Think big. Everyone in this room has the power to change things at your company. That’s incredibly empowering.”

Quotable: “The VP of Social Media at New York Life is the hundreds of thousands of people who have online relationships with us.”

And finally, “Seek a higher purpose. I hope someday to hear a story of a kid who got to go to college because a parent bought a life insurance policy from us.”


Kelly Thul (@kellythul), State Farm.

Kelly Thul, State FarmState Farm got started in social media when it set up a blog to find New Orleans-area employees and agents who couldn’t be located after Hurricane Katrina. “Within 24 hours, that blog was key to our locating ever agent and employee,” Thul said. Today, State Farm is all over Facebook, with pages for the corporation, careers, Latino customers, the Bayou Classic football event and an innovative youth-oriented forum called State Farm Nation (right), where people can “discuss life’s challenges and opportunities, connect with others facing life-shaping decisions [and] find helpful tips and information.” With 1.3 million likes, it’s doing pretty well.

State Farm Nation on Facebook

The insurance company’s YouTube channel has had more than five million views, many for its TV commercials. The ads have spawned parodies, but Thul says the company is pretty sanguine about them. “If people care enough to have a bit of fun with you, that’s OK, as long as it isn’t brutal,” he said.

State Farm evaluates social media opportunities using four criteria:

  • Relevance to business strategy;
  • Role clarity: who is responsible for talking and responding;
  • Measurement criteria;
  • Activating platforms.

These four criteria provide a framework for making a rapid and relevant decision about new platforms and opportunities like Google Plus.

Words of wisdom: “People want to be heard. If they believe you’re listening to them, they’ll like you a little more.”


Theresa Kaskey, John Hancock Financial ServicesTheresa Kaskey (@TheresaKaskey), Director of Brand Management and Strategy at the John Hancock Financial Network, joined the company without any plans to get involved in social media. John Hancock had no social media strategy at time. Today, it’s 80% of what she does. There’s been a long education and adoption process, but company management is buying in, she said. John Hancock recently launched its first blog, Build4Success, and it’s posted nearly 40 videos on YouTube. Unlike the other two speakers on the panel, who speak primarily to consumers, John Hancock Financial Network’s audience is financial advisers.

YouTube has been one of its early successes. “We created more than 80% of our launch content in one day,” Kaskey said. “We had a meeting of our advisers and brought them into a room one by one to talk about how they delight their customers.” It’s been a low-cost, high-return recruiting success.

Words of widom: A key element of successful social media programs is “It’s not about us.”

Facebook Can Work for B2B Marketers, But You Gotta Know the Rules

In my work with B2B organizations, the question of how to use Facebook is invariably front and center. This Is despite the fact that numerous surveys have shown that Facebook is one of the least effective social networks for B2B marketing.

In a survey of marketers conducted by BtoB magazine last year, Facebook was ranked last in usefulness among the top five social networks, trailing blogs, LinkedIn, YouTube and Twitter, in that order.

Nevertheless, some B2B companies have mined gold out of Facebook’s audience, particularly for recruiting young college graduates. Let’s look at some examples of what they do well.

Storage maker EMC makes particularlyEMC page on Facebook good use of Facebook’s “Welcome” page. This is an under-utilized tool that enables companies to present an HTML page as their default front door. It’s done with an application called Static FBML (Facebook Markup Language) but there is little difference between FBML and HTML.

The advantage of a Welcome page is that you can use all the tricks of an HTML page, including hotspots, embeds and even forms. Buddy Media uses it to capture leads, as does e-mail marketing provider Infusionsoft. SAP plays inline videos. Use welcome pages to present an attractive and exciting introduction to your company.

EMC has several FBML pages, including a list of its other social media accounts and a game you can play only after liking the page. EMC doesn’t use Facebook’s wall to much effect, but its purpose seems more promotional than interactive. On that front, it hits the mark.

Other B2B companies that use their welcome pages well include VMWare, Lenovo, UPS and Intel. Fedex uses a cool Flash animation to link to its sub-pages. SocialMediaB2B.com has a nice roundup of Eight B2B Facebook Landing Pages

Conversation Equation

LinkedIn is all about efficiency, but Facebook is about generating discussion, even if it’s around trivial things.

For interactivity, it’s hard to beat Intel’s page, which has racked up nearly 2.7 million likes*. Intel uses its wall to great effect. Its language is perfect for the young Facebook audience, and its questions and challenges are often offbeat and fun.

It’s 2026…what are your devices able to do?” Intel asked last week. Nearly 1,100 people have responded. Wow. Earlier in the week it used an in-line poll app to ask “What content are you most excited to see on our Facebook page?” Interestingly, videos and product announcements topped the list.

Cisco is also terrific at generating discussion. A post on Monday offered fans the chance to win a Casio camera by telling how the Cisco Unified Computing System can benefit their business. That’s a great way to generate word-of-mouth, because posts are shared with people’s friends. Contests and giveaways work well on Facebook.

Cisco SuperFanCisco also has a clever concept called the SuperFan, which is a recognition awarded to their most active visitors. There’s no money involved: SuperFans get their name and face on the Cisco page, and that’s good enough for many of them. Here’s how it works.

Salesforce.com leverages Facebook to drive attendance to its many events. The company knows that its core audience is sales professionals, and it uses discounts, referral bonuses and contests to reach these individuals. Salesforce also post lots of photos of people, which reinforces the image that this is a company with a personal touch.

Desperately Seeking People

One of the most popular uses of Facebook for B2B companies is as a recruiting tool. Facebook has an app to support career postings on your page, but some companies take it to the next level.

UPSjobs goes beyond simply posting job opportunities. It makes the extra effort to quickly respond to inquiries from its fans, often within a few hours. As a result, UPS has turned the tables on traditional recruitment: People come to its page seeking jobs because they know they’ll get a rapid response. As a result, most of the wall comments are from people who want to work for UPS.

Microsoft celebrates its interns on its recruiting page, which is a smart move given the young demographics of the Facebook audience. Sodexo is a master of using social media for recruitment. It uses apps for Twitter, YouTube, Flickr and Foursquare to pull its content from other social networks into Facebook. This company’s entire recruiting effort  – it hires about 5,000 people in the US every year – is built on social media. Check out its impressive recruitment site, which lists the many social channels it uses. Other notable careers pages on Facebook include Shell, Hilton and Abbott Laboratories.

Takeaways

Now that we’ve looked at examples of Facebook best practices, what can we learn from them? Here are some of my takeaways:

Firehouse.com on FacebookHave fun. I think of Facebook as the after-hours social network. The style that works best is relaxed, informal and a little edgy. Be personable and distinctive. No company does this better than M&M Mars, whose Skittles page is closing in on 19 million likes. Its style is unique: funny, unpredictable and tuned to generate response.

Respond. Facebook is a place for conversation, not publication. If people ask questions, you need to respond and quickly. One common mistake companies make with their Facebook pages is to launch them and leave them. Successful fan pages feature a constant stream of new posts by the company and quick response to visitor comments.

Be Colorful. Welcome pages are one of the big differences between Facebook and LinkedIn. They enable you to add a colorful and multifaceted dimension to your presence. The best welcome pages have lots of entry points and a vigorous, hip feel.

Share. One aspect of Salesforce.com’s Facebook presence that I particularly like is its willingness to share content from other sources that its audience may find useful. This not only makes the Salesforce.com fan page a resource but builds goodwill with the sources it links to.

Ask. Firehouse.com has built an impressive Facebook presence for its audience of firefighters and emergency medical technicians. “Is your department participating in National Night Out?” It asked earlier this week. It’s “Sunday Morning Roll Calls” sometimes generate hundreds of responses. Something as simple as asking people what they plan to do for the weekend can create interaction.


* I’m personally not a big fan of tracking page likes as a measure of success, particularly since Forrester has estimated that less than 15% of people who click that button ever return. What impresses me more about Cisco’s Facebook presence is the number of likes and comments that individual wall posts receive.

 

Awareness E-Book Raises the Bar on Social Measurement

The question of how to measure social media performance, particularly in a marketing context, continues to be one of the industry’s hottest topics. Although many people are aware that traditional metrics like page views, visitors, followers and likes are poor indicators of success, the vast majority of marketers I speak to still focus on these overly simplistic criteria. These numbers may be of little value, but at least they’re understandable.

The more sophisticated practitioners are turning toward metrics that indicate engagement. Examples include comments, retweets, shares and subscriptions. Now Awareness Networks has contributed some important new thinking to this topic with a free e-book entitled “The Social Marketing Funnel: Driving Business Value with Social Marketing.” (Full disclosure: I am quoted in the book but did not contribute meaningfully to the methodology and received no compensation.)

Awareness outlines five priorities that companies should define in becoming a best-in-class social marketer:

  • Measure and Grow Social Reach
  • Monitor Social Conversations
  • Manage Social Content
  • Practice SEO
  • Measure and Analyze Social Activity

Not surprisingly, the company has tools that help in many of these areas, but that’s one reason its research is so useful: The recommendations are based upon the experiences of more than 100 customers.

The most successful of those are reporting direct correlations between social media marketing and sales, and they have certain practices in common. Most use at least three major social media channels, compared to less than two for the average company. They also have multiple presences within each channel, such as product-specific pages on Facebook. And they measure like crazy.

Nearly 80% of the companies Awareness surveyed use social media channels to identify and respond to customer service issues and two-thirds use them for prospecting. Remarkably, only 18% said they have “formal tracking process in place to manage processes and better understand success criteria.” In other words, a lot of social media is still being done with seat-of-the-pants justification.

That’s going to change as more sophisticated metrics emerge, however, and here’s where this report has particular value. It describes four measures of content effectiveness that take into account multi-channel activity: Content-to-Contact Ratio, Comments-to-Content Ratio, Comments-to-Profile Ratio and Content-to-Share Ratio. I won’t describe these metrics in detail – you can find that in the e-book – but each speaks directly to the value of engagement.

As businesses spread their wings across increasing numbers of social communities, they need to get a better handle on what’s working and what isn’t. The cost of maintaining an effective presence is only going to go up as the market gets crowded, and it won’t be acceptable for only one in five companies to have meaningful measurements in place.

As I have noted elsewhere, our current obsession with counting fans and followers is an artifact of old media thinking. Online marketing provides much richer options for understanding how people interact with our content. Awareness’ e-book is an important attempt to try to nudge marketers toward realizing the potential of the information they gather.

Awareness Social Funnel

 

Recent Writings: Negativity, Social Gaffes and Farewell to Case Studies

I haven’t had a chance to blog here lately because most of my writing is been on assignment for other publishers. Here’s a sampling of what I’ve been talking about.

Love Your Critics

Angry ManThe CMO Site likes to stir things up, so my posts there tend to be on the controversial side. In Why Brands Should Love Public Complaints, I make the case that your critics can be your strongest allies. Why? Because a little negativity reinforces the validity of the positive comments you publish.

The whole concept of enabling negativity to appear on your own website rubs a lot of marketers the wrong way, but I’d argue that it’s great for building integrity. The article notes that Epson reported that revenue per visitor nearly doubled after it started including customer reviews on its site. The fact that one out of 10 customers may displeased with product can be looked at another way: 90% are happy.

The right approach is not to deny that you have unhappy customers; everyone’s got a few. They’re going to vent their frustrations anyway, so encourage them to do it in a place where you can respond and juxtapose their opinions with the vast majority who are satisfied.

Read more and comment on The CMO Site.

Good Riddance to the Corporate Case Study

In this post I rant just a bit about corporate case studies, those pervasive and largely useless vessels of happy talk that no one really believes. Corporate case studies used to have a purpose in the days when customers couldn’t find each other, but today all it takes is a few searches or LinkedIn queries to identify experienced buyers.

It’s not the concept of the case study I don’t like; it’s the format. Once the legal department gets involved in approvals, most meaningful content gets sucked out of the article. Case studies also don’t answer the questions prospective buyers really have. That’s why prospects have always viewed case studies with suspicion. Today, they mainly ignore them.

So rather than investing time and dollars in paying writers for stories that no one believes, why not focus on greasing the skids between your happy customers and your prospects? Make it easy for the two parties to connect and then get out of the way.

Read more and comment on The CMO Site.

The Futility Of Whisper Campaigns

PR practitioners who undertake influencer relations programs often discover an odd disconnect between them and traditional media relations: Bloggers don’t operate by the same rules as reporters.

Whisper of the Muse (1865)The recent example of this disparity ended up embarrassing a prominent PR firm, and I analyzed the story in BtoB magazine.

In case you missed it, early last month a pair of new employees at Burson Marsteller, both of them veteran journalists, contacted a security blogger and offered to help him write and place an op-ed piece that exposed “sweeping violations of user privacy” by Google.

It turns out the blogger was more interested in the motivations of the PR firm than in Google’s allegedly intrusive behavior. After he posted the e-mail exchange online, some USA Today reporters dug up the fact that Facebook was behind the whisper campaign.

Burson, which claims to be social media-savvy, did exactly the opposite of what it would counsel its crisis communications clients to do: It clammed up. The incident was a huge black eye for the agency and a lesson in how not to pitch a blogger.

Read more and comment on BtoBOnline.

Do You Need A Social Media Specialist? Yup.

My latest column in B2B was actually sparked by a conversation I overheard on a plane. A guy in the seat behind me was railing to his companion about the idiocy of hiring social media specialists. In his opinion, everyone in a company should learn to use the tools. Expertise shouldn’t be concentrated in one person or department.

I agree with his second point but I couldn’t endorse his overall premise. Nearly every company I’ve encountered that is succeeding in social media has a center of excellence. They are delegating social interactions to one person, but they’re shortcutting the learning process by hiring people who can train others. In this column, I explain why a social media expert can save you time, money and embarrassment (see Burson above).

What’s your approach? Read more and comment on BtoBOnline.

Two B2B Social Marketing Initiatives Worth Checking

A couple of notable B2B efforts have caught my eye recently that I wanted to share. One is Element14, a social community for engineers sponsored by an electronics distributor of the same name. I wrote in B-to-B magazine early this year about a Make magazine-like video series they started last fall that appeals to engineers’ passion for tinkering as well as for fun. Other new stuff that they’re doing (and this comes directly from the press release):

  • The industry’s first online design hub – the element14 knode – designed to help engineers accelerate design and development and bring products to market faster than ever before.
  • RoadTests – Allowing members to actually try out the latest new products for free and share their reviews with other engineers
  • Focused sub-groups – scores of technical forums ranging from LEDs, robotics, FPGAs, engineering student design teams, etc.
  • Over the last quarter alone, more than 500,000 people visited the online community, spending over 65,000 hours researching, collaborating and communicating with fellow engineers.

Element14 is trying to position itself as “Facebook for engineers,” and they’re doing a heckuva job. This is a commerce play, incidentally. The whole community is linked to an underlying catalog site. One of the innovative things about the Ben Heck Show is that each of his video hacks is accompanied by a parts list that you can order right on site.

When I first learned about Element14 a couple of years ago, it was a rather unremarkable document exchange engine. Over the last year, it’s evolved into a multimedia experience that bristles with value and fun. No doubt this wasn’t cheap, but it’s impressive to see a B2B community demonstrate this kind of ingenuity.

Update 12/6/11: Premier Farnell just announced that “The Ben Heck Show” has attracted more than three million views since its launch.

Also, check out Social Media Quickstarter, a tutorial site aimed at small businesses and launched just this week by Constant Contact. The site is organized in “chapters” by platform – Facebook, LinkedIn, Ratings and Reviews, QR codes and the like – and presents really useful tutorials in a step-by-step format, many including video. There are more than 70 chapters, all of which can be downloaded and printed.

There are several aspects of this ever that I like:

Minimal branding – Constant Contact intentionally keeps the focus on the content rather than its brand. In fact, the company name is in almost comically small type at the top of the home page. One smart move was to prominently note that the resource is “Powered by KnowHow,” which is a training service the company offers. It’s a low-key approach to branding that uses the quality of the content to validate the service.

Value – Constant Contact says it surveyed small businesses to discover that many didn’t know how to get started in social media, but you didn’t need research to figure that out. There is a crying need for this kind of basic education. The value of Social Media Quickstarter isn’t as much in the content itself as in the fact that it’s all in one place. You can Google around and find much of this advice elsewhere but the company has conveniently aggregated it in one spot.

Simplicity without Condescension – Quickstarter manages to walk that fine line between teaching basic skills and talking down to its audience. Quickstarter doesn’t pretend to be a resource for the digerati. It answers the basic questions that millions of small business owners are asking, and it does so in plain language with lots of pictures and video. It respects its audience.

Two impressive B2B social media efforts by two companies addressing very different audiences.

Linked In Overview, from Social Media Quickstarter from Social Media Quickstarter on Vimeo.

Five Tips to Make Your Writing Sparkle

Now that we’re all publishers, writing has become a core skill for marketers. I love good writing, and whenever I get the chance to teach it, I share these five tricks I’ve learned to make anyone’s writing better.

The Art and Craft of Feature Writing cover1. Write in Pictures. Former Wall Street Journal page one feature writer Bill Blundell used that phrase in a seminar some 15 years ago, and I’ve never forgotten it. It’s the single best piece of writing advice I’ve ever had.

Human beings think visually. The words we read continually conjure up images in our mind. So why settle for ordinary words when vivid images are available?

Consider this passage from a Journal story from two years ago about the declining popularity of Grape Nuts cereal. Describing the factory in which the century-old breakfast staple is made, reporter Barry Newman writes (emphasis added):

All day every day, objects with the proportions of hewn firewood and the heft of cinder blocks hurtle along a conveyor, dive into a steel chute, disappear down a black hole — and emit what sounds like a startled scream.

Each of the bolded terms creates a mental association that makes the scene come to life. Words like “hurtle” and “dive” are so much more descriptive than “travel” and “fall.” These are words everyone knows; we just don’t think to use them.

2. Tell stories. In writing The Joy of Geocaching with Dana two years ago, I had the chance to use one of the best opening sentence I’ve ever written: “In early 2003 Ed Manley decided to kill himself.”

The following paragraphs went on to tell about an injured and embittered veteran who discovered a game that gave his life new purpose. It was a powerful story that encapsulated the curious appeal of geocaching in a way that no statistics could have matched.

Storytelling is the oldest form of human communication and the most instinctively effective. They hit us in our gut. They are one of the most effective tools we have to grab a reader’s attention. Tell them whenever possible.

3. Get angry. Newspaper columnists use this trick all the time. We write best about topics that stir our passion. You may think your situation doesn’t lend itself to such emotion, but with a little imagination, you can get angry about even seemingly mundane things: the way people behave in meetings, the antics of an industry standards group or the way a company treats its customers.

Getting angry doesn’t mean going on a tirade or hurling insults. That’s embarrassing. Anger is better expressed with irony, sarcasm, counterpoint or wry condescension. The more eloquent your words, the more appealing your message. If you make people laugh, all the better.

One of my favorite angry writers is the Baltimore Sun‘s John McIntyre, whose You Don’t Say blog should be in every writer’s RSS feed. In a recent entry condemning restroom devices that periodically emit a spritz of perfume, he wrote,

“It does nothing to cancel out the underlying smell of the premises, merely adding one offensive aroma atop another. It’s rather as if someone went to the zoo and spritzed the bonobos with Dollar Store perfume.”

If you can send your readers scurrying to Google to look up “bonobo,” you’ve won.

4. Remove Unnecessary Words. Do you ever get memos about how someone “facilitated the process” instead of just “did?” Is there ever any reason to use the phrase, “We all know that…?” Have you received an e-mail stating that “Greater emphasis and guidance was placed on ensuring…” when it could have said, “We stressed…?”

Verbose writing and passive voice are drilled into us beginning in junior high school, and we suffer the consequences of this injustice every day. We don’t always have the time to tighten our messages, but it’s a service to readers when we do.

Try this with your next essay or staff memo: Re-read what you’ve written and remove every unnecessary term. Change passive voice to active: Instead of “succeeded in accomplishing,” try “did.” Substitute short words for long ones. See how many words you can remove without diluting the meaning. You’ll be surprised.

Writing coach Don Fry5. Surprise Your Reader. Writing coach Don Fry (right) calls these “gold coins.” They’re the little nuggets of information that delight and reward readers for staying with us. Or they may just make us laugh.

Consider this passage from The Rubber Room, a withering assault on the way the United Federation of Teachers protects some of New York City’s worst educators. Describing a competency hearing for fifth-grade teacher Lucienne Mohammed, Steven Brill writes that her case “is likely to take between forty and forty-five hearing days—eight times as long as the average criminal trial in the United States.” That little nugget of comparative data validates the point of the story more effectively than any quote from a frustrated administrator ever could. Brill did a little extra work to make his point a lot more powerful.

Or how about this gem from Why Craigslist Is Such a Mess, Gary Wolf’s wonderful exploration of the enigmatic classified ad site in the August, 2009 Wired:

“Jim Buckmaster is tall and thin, [Craig] Newmark is short and round, and when they stand together they look like a binary number.”

I laughed out loud at that. It was a reward for reading the 3,000 words that came before it (which were also very good).

The three feature articles I’ve cited above are fantastic examples of great writing. Here are a couple of others that I’ve used in recent classes:

Fatal Distraction: Forgetting a Child in the Backseat of a Car Is a Horrifying Mistake. Is It a Crime? This gut-wrenching 8,700-word feature story in the Washington Post won the Pulitzer Prize in 2009. Read it and you’ll see why. It will touch your soul.

The No-Stats All-Star – Michael Lewis’ profile of Shane Battier, a seemingly unremarkable NBA forward who raises every team he plays for to a higher level continually delights us with gold coins and features one of the best conclusions I’ve ever read.

What tricks have helped you become a better writer? Share them as comments.

How to Promote an Event with Social Media

How to Promote Your Event With Social Media

As a frequent speaker at events of all sizes, I’ve had a chance to observe some of the best practices conference organizers used to promote their events through social media. In most cases, these efforts cost little or nothing more than your time.

Here are some suggestions for leveraging social channels for event promotion. I’m sure I haven’t covered all the possibilities, so please contribute your ideas as comments. We’ll look first at tactics the can work for any event, then I’ll propose a few ideas for large conferences covering multiple days and many speakers.

Events of all sizes

  • Set up a unique landing page for each event. You need a single Web address that people can refer to in their social channels. Use this page to describe and “sell” the event, not to gather registrations. Send visitors to a different landing page to register. If there are several events in the series, create a unique landing page for each.
  • EventBrite is a great service, but I recommend against using it as your event landing page. Use a page under your own domain and use EventBrite (or similar services) for registrations.
  • Publish an announcement on Yahoo’s Upcoming or Eventful. They help you publicize to a local community. Also consider professional associations, which may give you a calendar entry for free.
  • Regardless of the size of the event, set up a Facebook page or create a dedicated event sub-page under your Facebook page. It costs nothing and gives you access to the extended social networks of registrants and potential registrants. When people “like” your page, that action is shared with everyone in their network. The average Facebook member has 130 Facebook friends. That amplifies your message pretty quickly.
  • Create a Twitter hashtag and promote it to your colleagues and registrants. Ideally, the hashtag should be unique to the event (#AcmeForum11), but it’s OK to use your organization’s hashtag if your main goal is to build your brand.(#AcmeForums). Use the hashtag in all your communications and always link to the event landing page.
  • Schedule Twitter promotions to go out at different times of the day, including on weekends. Free clients like Tweetdeck and HootSuite make this easy. If you’re trying to attract an international audience, don’t forget to schedule some promos to go out during the local work day in those areas. If you can customize to the local language, that’s even better.
  • Ask registrants for a Twitter address and then follow them on Twitter. Retweet their messages from time to time. They’ll notice you and are more likely to follow you and retweet your event-related messages.
  • Use a unique tracking code with each promotion and make sure to use a different code for Facebook, Twitter, LinkedIn and e-mail (Here’s a primer on Google Campaign URL Builder). You want to know which sources are sending traffic to your landing page so you can better focus your resources.
  • Link to the event page from your e-mail signature line. Make sure others on your team do this, too.
  • Create short-code URLs using a service like Bit.ly. Many services let you customize the short code to something that’s easy to remember, like your event name or hashtag (for example, bit.ly/AcmeForum). Do that.
  • Your speakers and fellow organizers are your best sources of social media promotion. Make it easy: Create suggested messages for them to use in each medium (For example, “Come see the latest in Acme widgets. Special discount if you use this URL https://bit.ly/AcmeForum“). It’s better that they use your message than create their own. Create a couple of short messages for Twitter and a longer one for a blog or Facebook. Limit Twitter messages to 120 characters to allow for retweeting.
  • Provide a suggested tag for attendees to use when posting photos or videos from the event. This enables you to assemble photo galleries by stitching together tagged content from a variety of sources.
  • Create an event badge (right) that speakers can embed in their blog sidebars or on their websites. Link to your landing page using a custom URL. Don’t send speakers an image, but post the image on your site and send them an embed code. This enables you to tell who’s sending you traffic. It’s a good idea to offer speakers a special discount code they can share with their friends and followers.
  • Something that’s rarely done but worth trying is to customize discount codes and offer a rebate to attendees who successfully recruit other registrants. All you have to do is give each badge-holder a unique registration code to promote, and then track who sends you customers. Then refund promoters a percentage or fixed amount.
  • Create SlideShare and YouTube channels for your event. Post all appropriate pre- and post-conference materials there. SlideShare is a particularly good place to post speaker presentations as a way of raising awareness about follow-on events. Be sure to point to your event site from the SlideShare and YouTube profile pages. Embed media from your SlideShare and YouTube channels on your event website.
  • Content from past events is your best promotion for future events. Record as many presentations as possible and post them as podcasts or video podcasts. Be sure to provide an RSS feed so that potential attendees can subscribe to new content as it’s posted. If you can’t record the sessions, set up brief interviews with selected speakers and post them as podcasts.

Large events

  • Set up a branded Twitter account specifically for the event. This enables registrants to follow you to learn about developments in the program and it also creates a channel for post-event follow-up.
  • Use the Twitter account to promote announcements such as new speakers, sessions, sponsors and parties. Ask staff and speakers to retweet these messages in order to gain followers. Don’t forget to include the Twitter hashtag!
  • Create an event blog. Ask speakers to contribute posts of 300-500 words. Space out entries so that there’s a constant stream of new content. Focus speakers on writing about the topic of their presentations, not promoting their businesses. Promote each new entry on Twitter and your Facebook page. Post a description and link in relevant groups on LinkedIn.
  • Create an e-mail newsletter with frequency of at least every other week. Make it easy for website visitors to sign up for the newsletter, even if they don’t register for the event. Promote a newsletter sign-up page on Twitter, Facebook and LinkedIn. Be sure to post the content of each newsletter on a page on the conference website so that people can link to it.
  • Create a series of pre-event audio and/or video podcast interviews with speakers. You can use VOIP services like Skype and inexpensive recording software like Pamela to capture this audio. Post the podcasts on the conference blog and on a dedicated multimedia page on the conference website.
  • Create a page to aggregate news media coverage of the event and/or topic of your event. An easy way to do this is to use Delicious link rolls. Embed a small piece of Javascript code on your Web page and whenever you bookmark an article on Delicious with the designated tag, the headline and link post automatically to your page.
  • Create a “buzz page” that monitors mentions of your hash tag and automatically posts them to a comment stream. Here’s an example.

Post-Event

  • Send a summary e-mail to all attendees with referrals to conference materials on SlideShare and YouTube. Send people to a page on your event website that hosts that embedded content. The landing page should include calls to action to register for future events. A “repeat attendee” discount is a good idea.
  • Set up a survey form to capture evaluations from attendees. Google Documents supports simple forms at no charge. Publish the best comments as validation of the quality of your content. Here’s a simple form I use to gather feedback on my presentations. It took 10 minutes to set up.
  • Continue to use the Twitter account to update attendees and provide fodder for future promotion.

What did I miss? Tell me what works for you and for conferences you’ve attended.

Got a Cause? Pen a Poem. Win 10 Grand.

It’s tough raising nickels and dimes
In even the most prosperous times
One new course of action
That might get some traction
Is pitching nonprofits in rhymes

Heart and Soul Foundation Grant ProgramOK, so I didn’t miss my calling as a poet. But if you’re a nonprofit organization in the U.S., U.K. or Canada, and if you can tell your story poetically, you can win up to $10,000 from the CTK Foundation’s Heart and Soul Grant Competition.

You only have four weeks to compose your masterpiece, but that’s enough time for a four- to eight-line poem, right? Here’s how it works:

Submit an original poem that reflects the work and/or mission of your nonprofit organization. Just about anyone can write it, but it’s got to be original. They’re Googling to be sure. You have until March 28.

Winners will be selected by an international panel of independent artists and producers. In addition to getting a briefcase full of money, you’ll be invited to a gala evening event on April 14th in Austin, Texas. I recommend you put the money in the bank before heading to the event.

  • First place award is a cash grant of $10,000. Your poem will also be made into a song by written and recorded by a man who’s got an incredible story to tell.
  • Second place award is a cash grant of $5,000 and no song.
  • There’s also a Blogger’s Choice Award, whereby a randomly selected blogger who helps promote the program (like me) gets to choose an applicant to receive a $1,000 cash grant. There’s no song with this award either, but the blogger might hum a few bars for you.
  • Two steel-stringed guitars, signed by all members of Los Lonely Boys, will be awarded for use in for auction and fund raising. I recommend you avoid shipping them on United Airlines.
  • Up to 20 technology grants, valued at $10,000, to nonprofits that indicate an interest.

Are there more details? Sure. Select the CTK Foundation tab located on the www.communitytech.net website. The video has more. You can also follow #ctkgrant on Twitter.

Let Your People Speak!

IBM engineers celebrate Watson's victory (from a YouTube video)

IBM engineers celebrate Watson's victory (from an IBM YouTube video)

Earlier this week I wrote an article for SocialMediaB2B.com that made the case that last week’s IBM Watson Jeopardy challenge, in which an IBM computer thrashed the two greatest Jeopardy champions of all time, was the greatest B2B marketing campaign ever.

One reason I liked it so much is that IBM let scientists – instead of corporate suits – tell the story of their achievement. This was documented in more than 30 videos that IBM posted on YouTube as well as chat sessions and group Q&A interviews on the website reddit.com.

If you want to see the passion that the IBM scientists brought to this project, watch the 11-minute summary video that was posted shortly after the contest ended. It’s clear that Watson’s accomplishments were more than just a technology triumph. Researchers reacted as if their child had just graduated from Harvard. Their passion was contagious and genuine.

Why don’t more companies let the people who build and support their products come out of the shadows the way IBM did? In part, I believe it’s fear that people will do the wrong thing. It also reflects the time limitations that developers and engineers themselves often cite as a reason to stay in the shadows. Let’s look at each in order.

Tell Stories

Effective communications is about storytelling. Ronald Reagan taught us that. People don’t respond to statistics, feature charts and positioning statements the same way they do to other people. Entrepreneurs excite us when they share their vision, yet successful companies bury enthusiasm under layers of approvals and official spokespeople.
Rick Short, Indium Corp.B2B customers have intense information needs, and their questions are often best answered by the people who build and service the products they use. Some companies understand this. One of my favorite stories from Social Marketing to the Business Customer is Indium Corp., which built a constellation of search-optimized blogs that put their engineers directly in touch with the people who buy their highly specialized products. Result: 600% jump in leads in six months. Marcom Director Rick Short (left) says his job is to “get engineers talking to customers and then get out of the way.”

Do unofficial spokesmen sometimes say the wrong thing? Sure. Does it matter? Not really. Corporations are far too sensitive to the indiscretions of individuals, which usually can be sidestepped with an apology or explanation. A couple of hours of media training does wonders.

Blogs Are the New Trade Shows

The issue of time commitments and availability is valid, but usually overstated. Many engineers are only too happy to write papers and travel thousands of miles to deliver presentations, yet writing a 500-word blog entry or recording a how-to video is seen as overwhelming.

There’s a contradiction here. Engineers naturally like to share, and they know that conference presentations are good for their careers. Contributions to the company’s social media programs potentially reach a much larger audience than a presentation at a trade show. They go to the trade show because that’s what’s always been done.

I wish more corporate marketers would adopt Rick Short’s philosophy and see themselves as facilitators rather than spokesman. They should be the ones urging recalcitrant executives to draw contributors out from behind the curtain. They should have the statistics to demonstrate that the blog reaches a larger audience than the trade show. They should be the ones positioning customer communications as a privilege, not a chore.

The best way to encourage individual contributors to participate in your social media programs is to celebrate them. That doesn’t have to cost a lot of money. Recognize contributions to the corporate blog in your employee newsletter, or hand out awards for the most prolific or creative contributors every quarter along with a small gift certificate. When people see that their involvement is good for their careers, they quickly come on board.

Organizing the Chaos of Social CRM

Software Advice has posted a grid that presents a new way of looking at the social CRM market. More importantly, Marketing Director Houston Neal argues that social CRM actually doesn’t exist. The market is too fragmented and no vendor pulls together all the necessary features, which include platforms, monitoring tools, social analytics and CRM. Salesforce.com probably comes the closest, Neal argues, but even Salesforce doesn’t have all the pieces in place. As a result, “If you want a complete social CRM system, you will have to piece together tools from multiple vendors,” he concludes.

I previously expressed my opinions about the whole concept of social CRM. It seems to me that the “social” qualifier isn’t necessary. Any good crm for small business systems today should incorporate social activity into profiles. In any case, the bigger issue for most companies isn’t whether their CRM is social but whether they are even using CRM correctly in the first place. In order to get the most out of CRM, everyone in the organization who touches customers must be part of the record-keeping process. Unfortunately, many companies simply use CRM as a fancy lead management tool.

The people at Software Advice had been a voice of skepticism in this somewhat over-hyped market, and I think that’s needed. Have a look at the grid and see what you think. They’re asking for input.

Social CRM Market Map