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Featuring 
HOW TO MAKE BRAND ADVOCACY 
REALLY WORK FOR YOUR COMPANY 
Thursday November 20, 2014 
9am PST / 12pm EST / 4pm GMT 
Carter Hostelley 
CEO 
Leadtail
Develop Social Media Strategies and Insights 
Our reports have been featured in:
What are brand advocates and 
why are they so important?
What are brand advocates? 
“Brand Advocates are your most loyal, 
passionate, and engaged customers, and your 
best marketers. They don’t just buy your 
products – they sell your products for you.” 
Rob Fuggetta 
Author: 
Brand Advocates: Turning 
enthusiastic customers into a 
powerful marketing force 
Founder & CEO: Zuberance
Are brand advocates the “lunatic” fringe?
Nope, they’re people like you and me… 
… recommending stuff all the time!
And they’re sharing lots of content too! 
“According to Forrester, 30% of US online adults 
share content from companies on social network 
sites at least weekly or monthly.” 
Presentation: Content Marketing Trends of 2014
Why do brand advocates recommend…? 
Source: Zuberance, “Three Surprising Findings About Brand Advocates” conducted by Loyalty Wins, 3/5/2012
Do you need to incent (pay) advocates? 
Source: Zuberance, “Three Surprising Findings About Brand Advocates” conducted by Loyalty Wins, 3/5/2012
Why are brand advocates important? 
Source: The Nielsen Company: 2013 Global Trust in Advertising and Brand Messages 
(Poll of over 29,000 people in 58 countries)
Why are brand advocates important?
How do I make brand advocacy 
really work for my company?
3 Steps to Creating an Advocate Salesforce 
13 
1 
Identify 
2 
Your 
Company 
Mobilize 
3 
Track 
Brand Advocacy Campaigns
Ask them if they’ll recommend your brand 
Use the Net Promoter “Ultimate Question” to find those highly likely 
to recommend (9s and 10s) … 
 Email 
 Web 
 Social 
 Community 
 Call center 
 Physical 
Within 48 to 72 hours you can identify thousands of brand advocates!
Listen to them recommending on social 
Use social monitoring tools to “listen” to who is talking 
favorably about your brand… 
Then engage advocates by following and connecting with them!
Capture who’s sending you fan mail 
Your company gets emails and letters from customers 
saying “thanks!” What do you do with them?
Prepare to identify brand advocates: 
 Update your CRM system so you can “flag” advocates as a separate 
customer segment 
 Schedule a Net Promoter survey (separate from other company surveys) and 
resist the temptation to add more questions to the survey! 
 Designate one person as the point of contact for “advocacy” emails, letters, 
and phone calls, and communicate that to the rest of the organization 
 Make brand advocacy a priority for the social media team… and make sure 
the social “playbook” details the process for engaging advocates 
 Bookmark social media advocacy posts so you can easily find them later
Many ways to mobilize advocates 
• Write reviews and testimonials 
• Recommend on social media 
• Share branded content and offers 
• Answer prospect questions 
• Battle negative word of mouth 
• Provide product feedback 
• Contribute blog posts and curate content 
• Buy more products and services 
• Generate referrals
Prepare to mobilize brand advocates: 
 Create dedicated marketing campaigns to mobilize your brand 
advocates to take specific actions 
 Make it easy for brand advocates to mobilize by providing them with 
tools, blurbs, branded content, relevant links, special offers, etc. 
 Mobilize those advocates that are most likely to act when, where, and 
how you’d like them to (e.g., offline vs. online) 
 Acknowledge and thank your brand advocates!
Track brand advocates to… 
• Determine the ways your brand 
advocates like to participate 
• Understand how active your advocates 
are, and how you can increase that 
activity rate 
• Discover which advocates like to 
participate in which medium (online, 
offline, social networks, etc.) 
• Measure the performance of brand 
advocacy campaigns 
 Activity 
 Shares 
 Mentions 
 Clicks 
 Visitors 
 Page views 
 Redemptions
Prepare to track brand advocate activity: 
 Determine the specific advocacy goals of your campaign 
 Understand the campaign flow and decide what actions you’ll be 
tracking and measuring 
 Set up campaign specific tracking links and landing pages 
 Measure results against goals, and optimize!
Easily identify hundreds or thousands of brand advocates 
and mobilize to action… 
1 
Email Net Promoter survey to customers 
How likely are you to recommend [brand] to a friend or colleague? 
Thanks for taking our survey! 
To show our appreciation, feel free 
to share this exclusive offer… 
2 
You’ll also discover 
advocates on social media 
and via inbound messages 
CRM 
3 
Ask advocates to give review 
Get lots of offers shared!
Some advocacy numbers to consider: 
B2C B2B 
Email Database 100,000 10,000 Should survey quarterly 
Email Open Rate 20% 20% 
Take Net Promoter Survey 50% 50% Adding more questions can lower rate 
Advocates 30% 30% Typically ranges from 25% to 50% 
Advocates Identified 3,000 300 
Advocate Actions 20% 20% Ranges from 10% to 30% dependent on 
what you’re asking them to do 
Advocates Mobilized 600 60 Example: share offers on social media 
Brand advocates can be identified and mobilized within 
48 to 72 hours!
Once you have brand advocates in CRM system, you 
can create advocacy campaigns just for them! 
CRM 
Brand Advocates Advocacy Goals 
• Recommend 
• Share 
• Promote 
• Defend 
• Refer 
• Buy more 
Track and measure performance
Lessons from brand advocacy campaigns 
• Brand advocacy campaigns are NOT the same as 
referral programs… tread lightly on providing 
incentives! 
• Mobilizing brand advocates to write reviews after 
taking Net Promoter survey can create lots of 
positive reviews quickly but… 
• You will wake up detractors as part of the process 
of finding advocates… be ready! 
• Make sure your advocacy campaigns are set up 
and working correctly before launching 
• Every company (even telcos) has brand advocates!
Some final thoughts to keep in mind… 
• Not all brand advocates are the same in how active they’ll 
be, what they’ll do, and where they’ll do it 
• The reviews and feedback brand advocates give will not 
always be 100% positive (as they sometimes deliver 
tough love!) 
• You won’t always be able to easily track or even be 
aware of how they’re advocating you 
• Treat them like VIPs, because they are!
How can a branded community 
help with brand advocacy?
What does a branded, online community look like?
Branded online communities and brand advocacy 
• Many of your brand advocates can be found in your 
branded, online community. 
• Every time a member logs in is an opportunity to activate a 
brand advocate. 
• Look for online community platforms that provide 
convenient tools to activate your brand advocates. 
• Make sure you complete the full Identify->Mobile->Track 
cycle with your online community’s brand advocates.
3 Steps to Creating an Advocate Salesforce 
30 
1 
Identify 
2 
Your 
Company 
Mobilize 
3 
Track 
Brand Advocacy Campaigns
Evoq Social: Create a Challenge
Evoq Social: Participate in a Challenge
Ways to mobilize advocates 
Within the online community 
• Write reviews and testimonials 
• Contribute blog posts 
• Answer prospect questions 
• Provide product feedback 
Outside the online community 
• Recommend on social media 
• Share branded content and offers
Evoq Social: Track a Challenge
What We Just Accomplished 
35 
1 
Identify 
Your 
Company 
2 
Mobilize 
3 
Track 
Publish a “Challenge” Advocates self-select 
by accepting 
Brand Advocacy Campaigns 
Data on acceptance, 
completion and derived 
benefit
Q&A 
Thanks for joining us today. 
What questions do you have on 
brand advocacy?

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How to Make Brand Advocacy Really Work for Your Company

  • 1. Featuring HOW TO MAKE BRAND ADVOCACY REALLY WORK FOR YOUR COMPANY Thursday November 20, 2014 9am PST / 12pm EST / 4pm GMT Carter Hostelley CEO Leadtail
  • 2. Develop Social Media Strategies and Insights Our reports have been featured in:
  • 3. What are brand advocates and why are they so important?
  • 4. What are brand advocates? “Brand Advocates are your most loyal, passionate, and engaged customers, and your best marketers. They don’t just buy your products – they sell your products for you.” Rob Fuggetta Author: Brand Advocates: Turning enthusiastic customers into a powerful marketing force Founder & CEO: Zuberance
  • 5. Are brand advocates the “lunatic” fringe?
  • 6. Nope, they’re people like you and me… … recommending stuff all the time!
  • 7. And they’re sharing lots of content too! “According to Forrester, 30% of US online adults share content from companies on social network sites at least weekly or monthly.” Presentation: Content Marketing Trends of 2014
  • 8. Why do brand advocates recommend…? Source: Zuberance, “Three Surprising Findings About Brand Advocates” conducted by Loyalty Wins, 3/5/2012
  • 9. Do you need to incent (pay) advocates? Source: Zuberance, “Three Surprising Findings About Brand Advocates” conducted by Loyalty Wins, 3/5/2012
  • 10. Why are brand advocates important? Source: The Nielsen Company: 2013 Global Trust in Advertising and Brand Messages (Poll of over 29,000 people in 58 countries)
  • 11. Why are brand advocates important?
  • 12. How do I make brand advocacy really work for my company?
  • 13. 3 Steps to Creating an Advocate Salesforce 13 1 Identify 2 Your Company Mobilize 3 Track Brand Advocacy Campaigns
  • 14. Ask them if they’ll recommend your brand Use the Net Promoter “Ultimate Question” to find those highly likely to recommend (9s and 10s) …  Email  Web  Social  Community  Call center  Physical Within 48 to 72 hours you can identify thousands of brand advocates!
  • 15. Listen to them recommending on social Use social monitoring tools to “listen” to who is talking favorably about your brand… Then engage advocates by following and connecting with them!
  • 16. Capture who’s sending you fan mail Your company gets emails and letters from customers saying “thanks!” What do you do with them?
  • 17. Prepare to identify brand advocates:  Update your CRM system so you can “flag” advocates as a separate customer segment  Schedule a Net Promoter survey (separate from other company surveys) and resist the temptation to add more questions to the survey!  Designate one person as the point of contact for “advocacy” emails, letters, and phone calls, and communicate that to the rest of the organization  Make brand advocacy a priority for the social media team… and make sure the social “playbook” details the process for engaging advocates  Bookmark social media advocacy posts so you can easily find them later
  • 18. Many ways to mobilize advocates • Write reviews and testimonials • Recommend on social media • Share branded content and offers • Answer prospect questions • Battle negative word of mouth • Provide product feedback • Contribute blog posts and curate content • Buy more products and services • Generate referrals
  • 19. Prepare to mobilize brand advocates:  Create dedicated marketing campaigns to mobilize your brand advocates to take specific actions  Make it easy for brand advocates to mobilize by providing them with tools, blurbs, branded content, relevant links, special offers, etc.  Mobilize those advocates that are most likely to act when, where, and how you’d like them to (e.g., offline vs. online)  Acknowledge and thank your brand advocates!
  • 20. Track brand advocates to… • Determine the ways your brand advocates like to participate • Understand how active your advocates are, and how you can increase that activity rate • Discover which advocates like to participate in which medium (online, offline, social networks, etc.) • Measure the performance of brand advocacy campaigns  Activity  Shares  Mentions  Clicks  Visitors  Page views  Redemptions
  • 21. Prepare to track brand advocate activity:  Determine the specific advocacy goals of your campaign  Understand the campaign flow and decide what actions you’ll be tracking and measuring  Set up campaign specific tracking links and landing pages  Measure results against goals, and optimize!
  • 22. Easily identify hundreds or thousands of brand advocates and mobilize to action… 1 Email Net Promoter survey to customers How likely are you to recommend [brand] to a friend or colleague? Thanks for taking our survey! To show our appreciation, feel free to share this exclusive offer… 2 You’ll also discover advocates on social media and via inbound messages CRM 3 Ask advocates to give review Get lots of offers shared!
  • 23. Some advocacy numbers to consider: B2C B2B Email Database 100,000 10,000 Should survey quarterly Email Open Rate 20% 20% Take Net Promoter Survey 50% 50% Adding more questions can lower rate Advocates 30% 30% Typically ranges from 25% to 50% Advocates Identified 3,000 300 Advocate Actions 20% 20% Ranges from 10% to 30% dependent on what you’re asking them to do Advocates Mobilized 600 60 Example: share offers on social media Brand advocates can be identified and mobilized within 48 to 72 hours!
  • 24. Once you have brand advocates in CRM system, you can create advocacy campaigns just for them! CRM Brand Advocates Advocacy Goals • Recommend • Share • Promote • Defend • Refer • Buy more Track and measure performance
  • 25. Lessons from brand advocacy campaigns • Brand advocacy campaigns are NOT the same as referral programs… tread lightly on providing incentives! • Mobilizing brand advocates to write reviews after taking Net Promoter survey can create lots of positive reviews quickly but… • You will wake up detractors as part of the process of finding advocates… be ready! • Make sure your advocacy campaigns are set up and working correctly before launching • Every company (even telcos) has brand advocates!
  • 26. Some final thoughts to keep in mind… • Not all brand advocates are the same in how active they’ll be, what they’ll do, and where they’ll do it • The reviews and feedback brand advocates give will not always be 100% positive (as they sometimes deliver tough love!) • You won’t always be able to easily track or even be aware of how they’re advocating you • Treat them like VIPs, because they are!
  • 27. How can a branded community help with brand advocacy?
  • 28. What does a branded, online community look like?
  • 29. Branded online communities and brand advocacy • Many of your brand advocates can be found in your branded, online community. • Every time a member logs in is an opportunity to activate a brand advocate. • Look for online community platforms that provide convenient tools to activate your brand advocates. • Make sure you complete the full Identify->Mobile->Track cycle with your online community’s brand advocates.
  • 30. 3 Steps to Creating an Advocate Salesforce 30 1 Identify 2 Your Company Mobilize 3 Track Brand Advocacy Campaigns
  • 31. Evoq Social: Create a Challenge
  • 32. Evoq Social: Participate in a Challenge
  • 33. Ways to mobilize advocates Within the online community • Write reviews and testimonials • Contribute blog posts • Answer prospect questions • Provide product feedback Outside the online community • Recommend on social media • Share branded content and offers
  • 34. Evoq Social: Track a Challenge
  • 35. What We Just Accomplished 35 1 Identify Your Company 2 Mobilize 3 Track Publish a “Challenge” Advocates self-select by accepting Brand Advocacy Campaigns Data on acceptance, completion and derived benefit
  • 36. Q&A Thanks for joining us today. What questions do you have on brand advocacy?