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Affect WOMMA Wine Wednesday

Occupy Social Media:
How companies can penetrate the hearts and
minds of customers on social media
April 4, 2012                                         #WOMMANYC




Sandra Fathi                                          Katie Creaser
President, Affect                                      Account Director, Affect
sfathi@affect.com                                      kcreaser@affect.com
@sandrafathi                                          @ksafrey
                         PROPRIETARY & CONFIDENTIAL
PROPRIETARY & CONFIDENTIAL
OCCUPY SOCIAL MEDIA
TABLE OF CONTENTS




   1.    Mission
   2.    Supporters
   3.    Headquarters
   4.    Message
   5.    Organize
   6.    Measure
   7.    March! Case Studies



                               PROPRIETARY & CONFIDENTIAL
GOALS & OBJECTIVES
MISSION




   •    Learning & Listening            •        Revenue Generation
   •    Awareness                       •        Cost Deflection
   •    Education                       •        Customer Relationship
   •    Reputation Management                    Management (CRM)
   •    Market Penetration              •        Customer Service/Support
   •    Lead Generation




                          PROPRIETARY & CONFIDENTIAL
TARGET MARKET
SUPPORTERS




                     Who are we trying to reach?
                •    Customers                       •     Media
                •    Prospects                       •     Analysts
                •    Employees                       •     Competitors
                •    Shareholders

                     Where do they congregate?



                              PROPRIETARY & CONFIDENTIAL
CHOOSING YOUR PLATFORM
HEADQUARTERS
                                                 The Hub & Spoke




       The Jumble




                         PROPRIETARY & CONFIDENTIAL
VALUE PROPOSITION
MESSAGE




   How to Communicate                             What to Share
 1.    Be transparent                          1.  Keep it short & simple
 2.  Join the community                        2.  Give stats/numbers
 3.  Interact vs. distribute                   3.  Link to articles, images, video
 4.  Quality over quantity                     4.  Give love: Like/retweet/post
 5.  Provide value                             5.  Create content
                                               6.  Curate content

                               PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
ORGANIZE




   1.  Social Media Usage Policy
   2.  Social Media Workflow Plan
   3.  Social Media Messaging Document
   4.  Social Media Response Map
   5.  Technical Recommendations
   6.  Internal Communications Launch Program




                           PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
SOCIAL MEDIA USAGE POLICY




  •    Guidelines – not a straight jacket
  •    Accentuate the positive, acknowledge the negative
  •    Discuss encouraged behavior, required behavior and
       restricted behavior
  •    Everyone signs – even if they aren’t official social
       media ambassadors
  •    Don’t reinvent the wheel – great online resources
       available

                               PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
SM WORKFLOW PLAN




   •  Translate business         •  Sign-off prior to launch
      practices for online world •  No surprises!
       *Sales *Customer Service
       *Media inquiries *Other




                              PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
SOCIAL MEDIA MESSAGING


                                                              “Does it fit the wheel?”

                                                                                               ANCHORS &
                                                                                                ORIGINS

 •    Address the specific requirements for                             VALUE
                                                                                               ---------------
                                                                                                                            FIELD OF
                                                                                                                          COMPETENCE
                                                                   ---------------
      the medium                                                                                                            ---------------




 •    Map messages from the brand to target                       GOAL
                                                                                               STRATEGIC
                                                                                                CONCEPT
                                                                                               ---------------                      POINT OF
                                                               ---------------                                                     DIFFERENCE
      audiences                                                                                                                    ---------------



 •    Fill in the gaps with content creation on a                               BRAND                             IMAGINED

      platform-by-platform basis                                             PERSONALITY
                                                                                 ---------------
                                                                                                                 CUSTOMER
                                                                                                                 ---------------



 •    Create from scratch or adapt from
      existing


                                 PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
SOCIAL MEDIA RESPONSE MAP


                                                                  “If you or someone
                                                             you know needs help battling
                                                             addiction, please contact our
•    Plan for the anticipated                                       24-hour hotline.”

•    Great for highly legal questions/
     environments
•    Speeds up response time (+ frees
     up time to focus on engagement)
•    Leave room to adapt to exact
     moment



                                PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
TECHNICAL RECOMMENDATIONS

                                                                 Social Media ->
                                                                Landing Page ->
                                                                Salesforce.com =

                                                           Proof of social media’s lead
  •    Sit together with the IT/creative                         gen capabilities
       services team as early as
       possible
  •    KPIs will define technical
       recommendations
  •    Separate must-haves from nice-
       to-haves
  •    Don’t launch without the proper
       technical foundation
                              PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
INTERNAL COMMUNICATIONS
LAUNCH PLAN

                                                               Leverage the right
                                                            spokespeople who have
                                                                built-in networks
  •    Your colleagues: an oen
       untapped social media
       resource
  •    Previous foundation materials
       have secured buy-in
  •    Call to action is key
  •    Try, try again



                               PROPRIETARY & CONFIDENTIAL
PLANNING & PREPARATION
INTERNAL COMMUNICATIONS
LAUNCH PLAN



 Foundation Material         Target Audience                 Timing
 Social Media Usage Policy   All employees                   ASAP
                             All involved in social media
 Social Media Workflow Plan   (front line and behind the      2-3 months prior to launch
                             scenes)
 Social Media Messaging      Social media team,
                                                             2 months prior to launch
 Document                    marketing team
                             Social media team, legal
 Social Media Response Map                                   2 months prior to launch
                             team

                             Social media team, IT team,
 Technical Recommendations                                   2-3 months prior to launch
                             marketing team

                             Social media team,
 Internal Communications                                     1 month prior to launch
                             marketing team

                                PROPRIETARY & CONFIDENTIAL
KEY PERFORMANCE INDICATORS
MEASURING SUCCESS

                                    Simple Social Media Measurement Matrix



  1.  Measure against
      business goals
  2.  Set up tracking
      mechanisms
  3.  Place ‘tripwires’ &
      ‘milestones’
  4.  Analyze results
  5.  Tweak program
  6.  Repeat
                             PROPRIETARY & CONFIDENTIAL
KEY PERFORMANCE INDICATORS
MEASURING SUCCESS

                                        What does your CEO care about?
                                        What should the CEO care about?




                         Sentiment




                                PROPRIETARY & CONFIDENTIAL
March! Case Studies




             PROPRIETARY & CONFIDENTIAL
CASE STUDY
NEW YORK INTERN PROJECT
                                                    96 ENTRIES
                                                   14,360 VOTES
                                                   109,371
                                                    VIEWS
                                                      +60% WEB
                                                      +45% BLOG
                                                    +36% TWITTER
                                                    +563%
                                                   FACEBOOK


                                                        1
                                                  GREAT INTERN &
                                                  NEW EMPLOYEE


                     PROPRIETARY & CONFIDENTIAL
CASE STUDY
SOPHOS: NAKED SECURITY
                                                    DELIVERED
                                                  MEDIA COVERAGE
                                                  160% OF
                                                    GOAL

                                                     121
                                                    AVERAGE
                                                  ARTICLES PER
                                                     MONTH


                                                     1.3
                                                   MILLION PAGE
                                                  VIEWS / MONTH


                     PROPRIETARY & CONFIDENTIAL
CASE STUDY
OMNI HOTELS & RESORTS
                                                      1,OOO+
                                                     CONVERSATIONS
                                                       WITH MEETING
                                                        PLANNERS



                                                       +1600
                                                       TWITTER
                                                      FOLLOWERS



                                                      23      LEADS
                                                      FOR EVENTS OF
                                                      150 PPL OR MORE


                        PROPRIETARY & CONFIDENTIAL
CASE STUDY
RADWARE
                                           IN ONE YEAR
                                          +600%
                                           TWITTER


                                          600 CLICKS
                                          PER MONTH TO
                                            WEBSITE



                                              5
                                           AVG PROSPECT
                                          CONVERSATIONS
                                             PER DAY

             PROPRIETARY & CONFIDENTIAL
CASE STUDY
CARON TREATMENT
CENTERS                                               16
                                                   GUEST BLOG
                                                     POSTS

             !
                                                     50+
                                                   COMMENTS ON
                                    !
                                                    PARENTING
                                                      BLOGS


                                                   +60%
                                                    TRAFFIC TO
                                               !    BLOG IN 30
                                                      DAYS

                  PROPRIETARY & CONFIDENTIAL
Affect WOMMA Wine Wednesday

Occupy Social Media



Sandra Fathi                                  Katie Creaser
President, Affect                              Account Director, Affect
sfathi@affect.com                              kcreaser@affect.com
@sandrafathi                                  @ksafrey
                         PROPRIETARY & CONFIDENTIAL

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Occupy Social Media: How to occupy the hearts and minds of your customers on social media

  • 1. Affect WOMMA Wine Wednesday Occupy Social Media: How companies can penetrate the hearts and minds of customers on social media April 4, 2012 #WOMMANYC Sandra Fathi Katie Creaser President, Affect Account Director, Affect sfathi@affect.com kcreaser@affect.com @sandrafathi @ksafrey PROPRIETARY & CONFIDENTIAL
  • 3. OCCUPY SOCIAL MEDIA TABLE OF CONTENTS 1.  Mission 2.  Supporters 3.  Headquarters 4.  Message 5.  Organize 6.  Measure 7.  March! Case Studies PROPRIETARY & CONFIDENTIAL
  • 4. GOALS & OBJECTIVES MISSION •  Learning & Listening •  Revenue Generation •  Awareness •  Cost Deflection •  Education •  Customer Relationship •  Reputation Management Management (CRM) •  Market Penetration •  Customer Service/Support •  Lead Generation PROPRIETARY & CONFIDENTIAL
  • 5. TARGET MARKET SUPPORTERS Who are we trying to reach? •  Customers •  Media •  Prospects •  Analysts •  Employees •  Competitors •  Shareholders Where do they congregate? PROPRIETARY & CONFIDENTIAL
  • 6. CHOOSING YOUR PLATFORM HEADQUARTERS The Hub & Spoke The Jumble PROPRIETARY & CONFIDENTIAL
  • 7. VALUE PROPOSITION MESSAGE How to Communicate What to Share 1.  Be transparent 1.  Keep it short & simple 2.  Join the community 2.  Give stats/numbers 3.  Interact vs. distribute 3.  Link to articles, images, video 4.  Quality over quantity 4.  Give love: Like/retweet/post 5.  Provide value 5.  Create content 6.  Curate content PROPRIETARY & CONFIDENTIAL
  • 8. PLANNING & PREPARATION ORGANIZE 1.  Social Media Usage Policy 2.  Social Media Workflow Plan 3.  Social Media Messaging Document 4.  Social Media Response Map 5.  Technical Recommendations 6.  Internal Communications Launch Program PROPRIETARY & CONFIDENTIAL
  • 9. PLANNING & PREPARATION SOCIAL MEDIA USAGE POLICY •  Guidelines – not a straight jacket •  Accentuate the positive, acknowledge the negative •  Discuss encouraged behavior, required behavior and restricted behavior •  Everyone signs – even if they aren’t official social media ambassadors •  Don’t reinvent the wheel – great online resources available PROPRIETARY & CONFIDENTIAL
  • 10. PLANNING & PREPARATION SM WORKFLOW PLAN •  Translate business •  Sign-off prior to launch practices for online world •  No surprises! *Sales *Customer Service *Media inquiries *Other PROPRIETARY & CONFIDENTIAL
  • 11. PLANNING & PREPARATION SOCIAL MEDIA MESSAGING “Does it fit the wheel?” ANCHORS & ORIGINS •  Address the specific requirements for VALUE --------------- FIELD OF COMPETENCE --------------- the medium --------------- •  Map messages from the brand to target GOAL STRATEGIC CONCEPT --------------- POINT OF --------------- DIFFERENCE audiences --------------- •  Fill in the gaps with content creation on a BRAND IMAGINED platform-by-platform basis PERSONALITY --------------- CUSTOMER --------------- •  Create from scratch or adapt from existing PROPRIETARY & CONFIDENTIAL
  • 12. PLANNING & PREPARATION SOCIAL MEDIA RESPONSE MAP “If you or someone you know needs help battling addiction, please contact our •  Plan for the anticipated 24-hour hotline.” •  Great for highly legal questions/ environments •  Speeds up response time (+ frees up time to focus on engagement) •  Leave room to adapt to exact moment PROPRIETARY & CONFIDENTIAL
  • 13. PLANNING & PREPARATION TECHNICAL RECOMMENDATIONS Social Media -> Landing Page -> Salesforce.com = Proof of social media’s lead •  Sit together with the IT/creative gen capabilities services team as early as possible •  KPIs will define technical recommendations •  Separate must-haves from nice- to-haves •  Don’t launch without the proper technical foundation PROPRIETARY & CONFIDENTIAL
  • 14. PLANNING & PREPARATION INTERNAL COMMUNICATIONS LAUNCH PLAN Leverage the right spokespeople who have built-in networks •  Your colleagues: an oen untapped social media resource •  Previous foundation materials have secured buy-in •  Call to action is key •  Try, try again PROPRIETARY & CONFIDENTIAL
  • 15. PLANNING & PREPARATION INTERNAL COMMUNICATIONS LAUNCH PLAN Foundation Material Target Audience Timing Social Media Usage Policy All employees ASAP All involved in social media Social Media Workflow Plan (front line and behind the 2-3 months prior to launch scenes) Social Media Messaging Social media team, 2 months prior to launch Document marketing team Social media team, legal Social Media Response Map 2 months prior to launch team Social media team, IT team, Technical Recommendations 2-3 months prior to launch marketing team Social media team, Internal Communications 1 month prior to launch marketing team PROPRIETARY & CONFIDENTIAL
  • 16. KEY PERFORMANCE INDICATORS MEASURING SUCCESS Simple Social Media Measurement Matrix 1.  Measure against business goals 2.  Set up tracking mechanisms 3.  Place ‘tripwires’ & ‘milestones’ 4.  Analyze results 5.  Tweak program 6.  Repeat PROPRIETARY & CONFIDENTIAL
  • 17. KEY PERFORMANCE INDICATORS MEASURING SUCCESS What does your CEO care about? What should the CEO care about? Sentiment PROPRIETARY & CONFIDENTIAL
  • 18. March! Case Studies PROPRIETARY & CONFIDENTIAL
  • 19. CASE STUDY NEW YORK INTERN PROJECT 96 ENTRIES 14,360 VOTES 109,371 VIEWS +60% WEB +45% BLOG +36% TWITTER +563% FACEBOOK 1 GREAT INTERN & NEW EMPLOYEE PROPRIETARY & CONFIDENTIAL
  • 20. CASE STUDY SOPHOS: NAKED SECURITY DELIVERED MEDIA COVERAGE 160% OF GOAL 121 AVERAGE ARTICLES PER MONTH 1.3 MILLION PAGE VIEWS / MONTH PROPRIETARY & CONFIDENTIAL
  • 21. CASE STUDY OMNI HOTELS & RESORTS 1,OOO+ CONVERSATIONS WITH MEETING PLANNERS +1600 TWITTER FOLLOWERS 23 LEADS FOR EVENTS OF 150 PPL OR MORE PROPRIETARY & CONFIDENTIAL
  • 22. CASE STUDY RADWARE IN ONE YEAR +600% TWITTER 600 CLICKS PER MONTH TO WEBSITE 5 AVG PROSPECT CONVERSATIONS PER DAY PROPRIETARY & CONFIDENTIAL
  • 23. CASE STUDY CARON TREATMENT CENTERS 16 GUEST BLOG POSTS ! 50+ COMMENTS ON ! PARENTING BLOGS +60% TRAFFIC TO ! BLOG IN 30 DAYS PROPRIETARY & CONFIDENTIAL
  • 24. Affect WOMMA Wine Wednesday Occupy Social Media Sandra Fathi Katie Creaser President, Affect Account Director, Affect sfathi@affect.com kcreaser@affect.com @sandrafathi @ksafrey PROPRIETARY & CONFIDENTIAL