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Today, marketing is all about personalization.It’s about reaching the right people in the right place at the right time. Account-based marketing (ABM) is no different — it’s a strategy that’s been growing in popularity in recent years. In fact, 94.3% of respondents to a 2020 State of ABM survey use an ABM strategy.

That’s why ABM is an important strategy to implement if you sell high-value B2B products or services to a finite number of companies with several decision makers. Using ABM automation tools is the key to scaling these efforts.

Here, we’ll show you exactly how to automate your account-based marketing strategy using ABM automation tools.

Learn More About HubSpot’s ABM Software

1. Scalable Acquisition Strategy

We know that anytime a process is automated, it’s scalable. When ABM strategies are automated, bandwidth on your marketing team becomes available. Your team can spend more time nurturing the accounts they’re responsible for and personalizing the sales cycle for the decision makers within the account. That way, new business can be acquired without the limitations of manually nurturing each account.

2. Shorter Sales Cycle

Consider this: When your sales reps have just a few accounts to target to close deals, they can become more selective about who moves through the sales cycle and when. When a specific marketing tactic works to generate leads in a particular account, the sales rep can shift their focus to that deal. ABM automation benefits sales reps by incentivizing them to work efficiently to close deals which leads to shorter sales cycles.

3. Better Marketing and Sales Alignment

For far too many marketing and sales teams, alignment between the two seems to be a goal instead of reality. An automated account based marketing strategy causes and requires alignment between these two business functions in order to close deals.

The marketing team is responsible for creating sales enablement content while the sales team is responsible for cultivating the relationships and closing deals. Without both of these parts of the puzzle working together, the ABM strategy would fail. Automating the strategy by producing content at scale and tracking accounts through the sales process using ABM automation tools like RollWorks keeps both teams aligned and achieving their goals.

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4. Stronger Customer Retention

Leveraging personalized marketing and sales materials for each account is a fundamental tactic used in account based marketing. But that can be difficult to maintain if your team is doing this manually. Eventually, the personalized materials transform into more general content and the relationship between your business and the account fizzles out.

With ABM automation, this doesn’t have to be the case. Automating emails and direct mail campaigns (just to name a few) throughout the account’s life cycle can strengthen the relationship, yielding improved customer retention and satisfaction.

1. Create your Ideal Customer Profile (ICP).

Before you can get started with ABM, you’ll need to define your ideal customer profile. This is similar to a buyer persona, except it’s built around targeting entire organizations rather than individuals.

You’ll want to know what types of companies you want to target. For example, your ICP should include information on company size, revenue, industry, and location.

With software, like HubSpot’s ABM software, you can use ICP workflow templates to help you spot common traits that can be used to classify companies in your database by how well they match your ICP.

Ultimately, automation should help you identify and organize your target accounts. Once you’ve created your ICP, you should be able to use this information in your ABM software to manage your audience.

2. Set up your target accounts.

Once you’ve created your ICP, you should be able to set up your target accounts in your ABM software.

Tagging “Target accounts” in your software will enable you to manage your audience from a Target Accounts dashboard. For example, with HubSpot’s ABM software, you can tag accounts as target accounts and then rank them with the ICP Tier property. Your priority accounts will be marked “Tier 1,” while lower priority accounts will be marked “Tier 3.”

Additionally, a great ABM software will use AI-powered target account recommendations to automate the process of researching companies that are a good fit.

These types of tools will help you manage and then segment your lists so you can deliver personalized content to your target accounts.

3. Integrate your ABM, marketing automation software, and CRM.

Before you can build your ABM campaigns, you’ll want to integrate your ABM software with your marketing automation software and your CRM.

For example, with HubSpot, you can use many of the ABM software features if you have Marketing or Sales Pro.

Integrating your marketing tools is important in the automation process. If your ABM software doesn’t interact with your email marketing software or your ads tools, then you won’t be able to automate the process.

Additionally, if it doesn’t interact with your CRM, it’ll be impossible to know if leads become accounts and track the ROI of an account-based campaign.

By integrating these tools, you’ll have your ICP research, target accounts, content, and CRM all in one place.

4. Build your campaigns.

When you have your ABM software and marketing tools set up, it’s time to create your campaigns.

To start, you’ll want to decide what channels you want to use and what actions will trigger an automated workflow.

First, look at your target accounts and find out where they spend their time online. For example, you can build an ad campaign based on people’s job titles or companies on LinkedIn and Facebook.

Then, you’ll want to think about your customer journey and set up automated workflows. For instance, you can have a task created for a sales rep when someone who works at one of your target accounts interacts with an email, your website, or blog content.

5. Personalize your content.

You probably got started with ABM so you could personalize your marketing campaigns. To do this, you’ll want to create your content, and use your automation tools to segment your audience.

For example, with HubSpot’s ABM software, you can use company lists to create an ad audience or use company ad targeting for your LinkedIn ads.

With your ICP set up, you can create your content based on your target audience. The content in your ABM campaigns will be similar to other marketing content, except that you’re now targeting specific accounts and companies.

Ultimately, your messaging should address specific pain points, and appeal to solving your target account’s problems.

6. Tailor your engagement.

Another aspect of your ABM strategy will be collaborating with your sales team so they can tailor their engagement with target accounts.

A great way to do this is through automation tools. That’s why your CRM and ABM software need to work together.

For example, with HubSpot’s ABM software and Sales Hub, you can automate your follow up emails and tasks based on the prospect’s behavior.

However, remember that even though you’re focusing on automation right now, your sales outreach and content should still be personalized.

7. Set up a dashboard to assess ongoing efforts.

The last step to automating your ABM strategy is to track and measure your efforts. With ABM software, you’ll want to see information at-a-glance.

For instance, on your dashboard, you might include information on your target accounts such as company score, open deals, total pipeline, and the number of decision-makers identified.

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If your ABM software has company scoring available, you should use it. This is similar to lead scoring, where you assign a score based on the properties in your software.

Additionally, you should consider running A/B tests when you get started with ABM automation so you can see what messaging appeals to your ICP.

While ABM does require thoughtful planning and coordination, using ABM software tools — ideally ones that integrate with your CRM and marketing automation tools — can help you automate and scale your strategy.

Editor’s note: This post was originally published in May 2020 and has been updated for comprehensiveness.

It’s no secret that business opportunities are continuing to grow on Instagram. Approximately 90% of Instagram’s 1 billion active monthly users follow a business account on the platform, and there are more than 200 million business accounts.

But here’s the deal: Unless you’re famous, it’s really hard to amass a huge following on Instagram without some hard work.

Luckily, there are a few things you can do right away to collect at least 1,000 quality followers for your personal or professional Instagram account. It’s all about knowing where to invest your time and effort.

In this post, we’ll discuss a few strategies that will help you gain those followers, from creating a follow-worthy Instagram profile to using contests, to staying true to your brand.

1. Create and optimize your profile.

First thing’s first: Customize your Instagram profile to make it look good. Tell your potential followers who you are, and give them a reason to follow you.

How? Start by making sure your username is recognizable and easily searchable – like your business name.

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If your business name is already taken, try keeping your business name as the first part of your username so that people searching for your business are more likely to come across you. For example, the Australian activewear line Lorna Jane uses the username @lornajaneactive.

Setting Up Your Account

Step 1. Add your full business name to the “Name” field in the “Options” section. To find “Options,” tap the three lines in the top right corner of the iOS app, followed by “Settings” which will appear at the bottom of the screen next to a gear. If you’re on Android, tap the three dots in the corner. Your business or name will appear under your profile picture and your username in search.

Step 2. Make your profile public. To make your profile public, open Instagram, open “Options,” and make sure “Private Account” is turned off.

Step 3. Choose a profile picture that’s on-brand with your other social networks, like your company logo.

Step 4. Fill your bio with delightful, actionable, and informative information about your brand. Information like this lets people know what you’re about and gives them a reason to follow you. Include who you are and what you do, and be sure to add a hint of personality.

Here are a few examples for inspiration:

• @cheekbonebeauty: “Less waste. Ethical and safe ingredients.”
• @Oreo: “Playful moments from your favorite cookie.”
• @mrsbrittanyhennessy: “Helping Influencers go beyond #sponcon and create sustainable businesses.”
• @CalifiaFarms: “Something different, something better. Let us show you what plants can do.”
• @coragedolls: “Elevating, educating, & encouraging girls of color to be unstoppable with dolls that finally look like her.”

Step 5. Add a link tree to your bio to make it easy for people to go straight from Instagram to your other platforms if they want to. The space allotted for URLs is precious real estate. When you receive 10,000 followers, you can add links to your Instagram Stories.

Until then, your bio is the only place within Instagram where you can place clickable links, so use it wisely. We recommend using a shortened, customized Bitly link to make it more clickable.

Step 6. Enable notifications so you can see when people share or comment on your photos. This’ll let you engage with them more quickly – just like a lot of companies do on Twitter. To enable notifications, go to “Options” and then “Push Notification Settings.” Select “From Everyone” for every category.

A word to the wise: We don’t recommend you link your Instagram account to Twitter and Facebook (or other social media platforms) for automatic posts. Because every platform caters to a different audience and requires different types of posts.

2. Designate a content creator.

Just like there should be one (maybe two) people managing your other social media accounts, there should only be one or two people managing your Instagram account.

If possible, choose someone with experience on the platform who will “get” it — and be sure they stay updated on all new features Instagram has to offer from Reels to IGTV.

If you work for a large organization, you might find that a lot of people want a say in what’s posted. That’s when an organized request or guidelines document comes in handy.

This document should inform people how to request a post on your Instagram account, when, the value of the post, and why.

3. Follow photography and editing best practices.

On Instagram, post quality matters. A lot. Your Twitter followers might forgive a few bad tweets, but a bad photo on Instagram is a big no-no.

Fortunately, you don’t have to take a photography course to be a good Instagram poster — nor do you have to practice for weeks before you start. But you should get familiar with basic photography tips and photo editing apps.

Photography Best Practices

Since Instagram is a mobile app, chances are, some content you post to Instagram will be taken on your mobile device. That’s expected.

If your budget allows, consider investing in professional photography for your Instagram photos, as that will elevate your profile. Otherwise, a smartphone and a few editing apps will do.

• Focus on one subject at a time.
• Embrace negative space.
• Find interesting perspectives.
• Look for symmetry.
• Capture small details.
• Make your followers laugh.

Edit photos before you post.

Instagram has some basic editing capabilities, but oftentimes, they aren’t adequate to make visuals really great.

Most of your photos should go through at least one or two photo editing apps on your mobile phone before you open them on Instagram.

Additionally, consider creating a cohesive Instagram theme across your feed, so anyone visiting your account for the first time can get a sense of your brand.

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4. Set a regular posting schedule.

Once you’ve created and optimized your profile, have someone managing it, and have your creative assets ready, it’s time to start posting.

It’s a good idea to have a solid number of great posts up – maybe 15 or so – before you start engaging people and working down this list. That way, when people visit your profile, they’ll see a full screen of photos and will know you’ll post great content regularly.

To start posting on Instagram, download this social media content calendar template first and plan out your posts. It’s best to build a backlog of content ready a few days or weeks ahead of the publishing date.

This will ensure you always have content during holidays, vacations, and even creative blocks.

Keep your target persona in mind as you plan out your posting schedule, as that can drastically impact your posting timing and frequency – especially if you’re targeting an audience in a different time zone. (Download this free template for creating buyer personas if you don’t have a few already.)

Optimizing your schedule for your specific audience might take time and experimentation.

Experiment with these times and days to see what works with your audience. You may find that your target users are most active and engaged at different times.

5. Allow outside contributors to curate your content.

Although it’s best to have only one or two people manning your account, one or two people can’t be everywhere at once taking photos. What about that fun sushi night the engineers had last night? Or the event your head of sales spoke at earlier this week?

There’s a whole breadth of content you’ll want to post to Instagram, and more often than not, one person won’t be able to keep track of it all.

One solution? Create a system where you can curate photos and content from members of your team.

There are a few ways to do this. The first option is to create a specific email address for employees to send their photos, short videos, memes, hyper-lapses, and so on.

Encourage people to add a descriptive subject line so you can easily sort through the content they’re sending. While this doesn’t seem like the smoothest way to curate photos, it’s actually the easiest for the people sending you photos — and the easier you can make it for them to send content, the more content you’ll get.

If your team shares a Box or Dropbox account, you could also create a shared folder where people can automatically drop their photos and videos.

6. Use a consistent, platform-specific brand voice.

Photos and videos might be the most important part of your Instagram posts, but captions, comments, and other text should never be an afterthought. If you’re managing a channel for a brand or have more than one Instagram manager, consider developing a consistent voice that humanizes your brand.

This shows potential followers that you are credible and relatable, rather than formal or intimidating.

 

 

 

 

 

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A post shared by theSkimm (@theskimm)

When developing a voice, you should keep the platform and your audience in mind.

For example, many influencers and prominent accounts on Instagram have a very casual voice and style but remain professional and on-brand. Once you’ve got your voice down, make sure it stays consistent and natural in your captions, comments, messages, and your bio.

7. Write engaging, shareable captions.

Captions are an essential part of your post — the icing on the cake if you will. Consistently great captions can do wonders for humanizing your brand, winning over followers, and making your content more shareable — thereby giving you more exposure.

Here are a few things you might see in a winning Instagram caption:

• Clever or witty comments
• Calls to action
• Relevant emojis
• Hashtags

More on that below.

Clever or Witty Comments

Some brands and influencers have used clever or witty captions, or even audience-appropriate jokes to further humanize themselves on Instagram.

My colleague Kelly Hendrickson, HubSpot’s social media team manager, says that she loves Netflix’s account and sub-accounts, particularly because of the post captions.

“They have such a clear brand voice, and you laugh along with them. They’re in on the joke, just like one of your friends,” she says.

Netflix’s voice is casual, trendy, and humorous while still staying on brand.

In the post above, the caption is funny, authentic, and relatable. Who hasn’t flipped through a friend’s Instagram Story with the hope that you’ll be featured?

Calls to Action

Another way to increase the shareability of your caption and engage your followers is to ask questions or have some sort of call-to-action in the captions of your photos.

For example, you might write, “Double-tap if you find this funny,” or “share your story in the comments.”

In the example below, we asked followers of the @HubSpot Instagram account to leave a comment with a book that’s had a positive impact on their work, along with tagging the author:

Relevant Emojis

Adding just a few relevant emojis can add even more personality to your posts. It could also make them even more noticeable on an Instagram feed. In the post below, Danielle Gray, a beauty expert with over 50K followers, (@Stylenbeautydoc) includes witty text with relevant emojis to make the post pop.

Along with the three items listed above, you’ll also want to include hashtags.

8. Optimize posts with relevant hashtags.

On Instagram, a hashtag ties conversations from different users who wouldn’t already be connected into a single stream. If you use relevant hashtags, your posts will gain exposure to a wider audience and help you become discoverable to potential customers.

The key to using hashtags effectively is to be selective and use them sparingly. Try to limit the number of hashtags per caption to around three. Similarly, don’t use “like for like” hashtags, like #like4like or #like4likes.

This is a shortcut tactic that’ll only leave you with low-quality followers.

To find the hashtags your audience might be using, do a little research on relevant hashtags in your niche or industry. The easiest way to do this research is in the Instagram app itself, in the Explore tab (i.e., the magnifying glass icon).

When you search for one hashtag, it’ll show you a list of related hashtags at the top of your screen.

For example, when I search for #digitalmarketingstrategy on Instagram, it shows me relevant hashtags like #digitalmarketingexpert, #digitalmarketing, and so on.

To help relate to your followers on a personal level, you might consider hopping on hashtag trends like #tbt (“Throwback Thursday”), #MotivationMonday, #TransformationTuesday, or other trending hashtags. Here’s a post from @fanmdjanm, a headwrap collection and lifestyle brand with over 150K followers on its Instagram account, using the #HappyMothersDay hashtag:

Once you build up a bit of a following, you can try creating your own hashtags — like your company name or a slogan that applies to your content. This is a great way to build up your brand on the platform and build a more cohesive presence.

9. Lean in to trending content formats.

With the arrival of TikTok on the social media scene, short-form videos have become one of the most effective content formats on social media.

In fact, according to a HubSpot Blog survey, 85% of marketers who use short-form videos find them to be the most effective content format. And 95% of marketers who leverage short-form videos plan to increase their investment or continue investing the same amount in 2022.

That’s why it’s important to lean in to trending content formats. After TikTok, Instagram came out with IG Reels, and this feature is a great way to post funny, relatable content.

When Instagram comes out with new tools, like IG Reels, don’t be afraid to use those features because they can help you gain Instagram followers.

10. Post content your followers want to see.

To gain your first 1,000 followers on Instagram, it’s important to know who your audience is. Once you’ve created your Instagram account, you should take note of which posts perform best.

Is it interactive content, behind-the-scenes stories, funny and relatable posts, or something else? When you have a general idea of what performs best, continue to create that type of content.

Additionally, Instagram has many tools and features you can use: IGTV, IG Reels, Instagram Stories, Instagram Live, Highlights, etc. Begin by posting several types of content formats and see which one does best. Then, come up with a strategy and master that one tool. Doing so will help you create content your followers want to see and gain new followers.

11. Promote your Instagram.

Like the old adage about a tree falling in a forest, if you start an Instagram account without promoting it, is the account even real yet? Well, yes. But, you’ll have fewer followers.

One of the best ways to gain followers on Instagram is to promote your account. Embed posts in your blogs (like you see a few on this post), post on your other social media platforms, and share social links in your email newsletters. A great way to gain followers on one platform is to ask current followers on other platforms if they want to follow you somewhere else as well.

Additionally, to promote your Instagram, it’s important to get started with Instagram promotions and ads. This will help you reach a wider audience. I know it might seem like ads are only effective for selling certain products, but I’ve followed several business accounts because of a sponsored post I saw.

1. Engage with users through follows, likes, and comments.

Instagram is very much a community, and one great way to get involved in that community is to find people who post pictures that interest you, and follow their accounts and interact with their content. It’s the most natural way to draw attention to your own Instagram account.

This accomplishes two things: for one, when they get the notification that you’ve followed them, there’s a good chance they’ll check out your profile. This goes back to the importance of having great content on your account before you start reaching out to others.

Secondly, it means you’ll be seeing their recent posts in your feed, so you can Like and interact with them if you choose to.

As you build a following, celebrate your followers by responding to and pinning their comments, and even reposting their posts for user-generated content.

2. Cross-promote with influencers and brands with similar audiences.

Once you build rapport with the folks behind accounts with similar audiences to your own, consider collaborating with them.

Partnering with influencers and brands helps with discoverability, reach, and social proof.

For instance, influencer @sweetlikeoyin who has around 60K followers, posted a sponsored image of herself on the beach wearing a dress from Lulu’s. The clothing brand then published the same image.

With this partnership, both accounts can expand their reach and gain new followers. It’s a win-win. However, be sure to create content that seems natural and makes sense for your brands and collective audience.

3. Run Instagram contests to encourage engagement.

Another great way to expand your reach while increasing engagement with your photos is to run a contest or giveaway. As part of your contest, you can ask users to follow your account, like, and/or comment on the post to be eligible to win.

I mean, come on. Who doesn’t love winning free stuff?

You can also add a user-generated content (UGC) element to the contest, too, where people post a photo of their own and use a specific hashtag.

Here’s an example from @PlayaBowlsNortheastern, where followers were asked to follow Playa Bowls as well as their brand partner, Scoop and Sushi, and tag a friend in the comments. In exchange, followers had the chance to win a free bowl:

4. Explore Instagram Stories’ interactive features.

Instagram has always given brands the platform to share beautiful, curated photos to represent their companies.

However, with the introduction of ephemeral Instagram Stories, brands can also share on-the-fly, behind-the-scenes looks for 24 hours that may not be as polished as a published photo, but give your brand more personality on the platform.

Just look at how Snapchat exploded a few years ago. Once platforms like Instagram and Facebook introduced similar features, it made those apps more valuable and interesting in the eyes of users. Although Snapchat pioneered this feature, Instagram Stories now has over 500 million daily users.

Along with sharing video clips and static images through Instagram Stories, users can also use polls, event reminders, and the “Ask a Question,” tool to gain more engagement and learn more about their audiences.

Once a user is verified or has over 10,000 followers, they can even include a link to a webpage within a story.

How Brands Can Use Instagram Stories

Instagram Stories disappear after 24 hours unless they are marked as a “Story Highlight.”

Highlighted stories will show up at the top of your profile between the photo feed and your bio.

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Here are a few other brands we recommend following to see what they’re sharing:

Dana Shultz (@miniamlistbaker) publishes easy vegan and gluten-free recipes on her blog. Her Stories feature neat how-to videos of her making breakfast and testing out new recipes in her kitchen. The behind-the-scenes aspect of her Stories provides a lot of human context for her blog’s brand, and everybody loves a good how-to video.

Casper (@casper) publishes quirky Instagram content to advertise their mattresses – without overtly doing so. The main theme of their content? Staying in is better than going out (because you can stay in and lay on a comfy Casper mattress, naturally).

They’ve even created a gallery for followers to use as backdrops for their Snapchat and Instagram stories to make it look like they’re out at a party when in reality, they’re laying in bed.

One of their latest Instagram Stories featured someone watching “The Sopranos” in bed, with the caption: “Who needs plans when you have five more seasons?”

This video supports Casper’s campaign to stay in bed with a very real look at what millions of people do when they’re hanging out at home.

Here are our tips for using Instagram Stories for your brand:

• Whether it’s funny, sad, or unique, be authentic. Your photo gallery is where content can be perfect and polished. Instagram Stories are for the raw, unscripted, and unretouched. Use Stories to share the other side of your brand that followers might not be able to see elsewhere. Do you have a dog-friendly office? Is your team trying out the latest challenge? Start filming to showcase the more human side of your brand.
• Go behind the scenes. These are by far our favorite types of content for ephemeral video sharing. Show followers what goes into the planning of an event or the launching of a product, and make it fun. Your followers want to feel included and in the know. You could also use Stories to cultivate a brand loyalty program that only rewards people who check out your content.

5. Use the Live Video feature.

Instagram also lets users record and share live videos, another content format that’s proven to be hugely popular on other social networks. What’s unique about live videos on Instagram? They disappear when users stop filming.

This authentic, bi-directional experience lets brands share unscripted, raw moments with their audience to incorporate human elements into a social media platform that’s highly edited and polished in its traditional use.

Since the Live feature launched, Instagram has added even more features that may enable further engagement or interactions from viewers, such as:

• Request feature to go live with the live account
• Pinned comment
• Q&A box
• Up to four accounts on Live at a time
• Filters

Live video is a growing trend across a variety of social media platforms, so if something interesting is happening, start rolling. Whether it’s an event, a team birthday party, or behind-the-scenes footage, your devoted followers want to see what you’re up to.

6. Share your profile link on your website and social media channels.

Have a website? Newsletter? YouTube channel? Make sure you include a link to your Instagram on every single platform.

The first place you’ll want to make sure to add an Instagram badge is your website, specifically your footer and “About Us” page.

Here’s what the badge could look like:

If your brand has brick-and-mortar locations, put out a good ol’ print call-to-action letting people know you have an Instagram account and encouraging them to follow you. You can also place them on your business cards. You might even offer a discount code for doing so.

Also, be sure to promote your Instagram account on your other digital platforms. Chances are, the folks who already follow you on Facebook and Twitter will also follow you on Instagram without much prodding.

Let those followers know you’re on Instagram and encourage them to follow you there.

In this example, wine company The McBride Sisters encouraged their email subscribers to follow them on Instagram with a simple CTA: “Join the community.”

7. Post user-generated content.

Similar to cross-promotion, brands can publish user-generated content to show appreciation for existing customers and generate social proof at the same time.

If I see a regular person endorsing a product on Instagram, I’m more likely to believe they really like the product.

The same is true for most consumers. That’s why sites like Yelp are so popular.

Ultimately, user-generated content can be an excellent strategy when trying to increase brand awareness and trust in your products or services.

For instance, @bevel reposted a video from blogger Rickey Scott using and recommending their products to their 600+ followers.

Posting Scott using Bevel is a smart move.

Firstly, the product is designed with black men in mind. Having Scott, who is part of the brand’s target demographic, recommend the product serves as the social proof the brand wants.

Furthermore, part of Scott’s audience will likely fall within Bevel’s target audience. Simply put, the two brands have similar audiences and brands that align well, which is why it’s a good opportunity for Bevel to promote Scott’s content.

8. Diversify your audience to resonate with different types of users.

As your followers grow, it can be tricky to identify what content types will resonate with them. With this in mind, divide your audience into sub-groups and target your content to various demographics.

For instance, if you have 200K followers, those followers probably come from different regions of the world, have different interests and hobbies, and likely different careers. Rather than post all-encompassing content that will satisfy all your followers at once, conduct some analytics research to separate them into smaller sub-groups.

Take Starbucks as a good example of this. @Starbucks has close to 18 million followers. There’s no way the global coffee brand can post content to satisfy 18 million people at once — and it doesn’t try to.

Instead, Starbucks regularly posts more exclusive content geared towards particular groups, such as this post they published celebrating #TeacherAppreciationWeek:

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This post won’t appeal to the majority of Starbucks followers who aren’t teachers, but that’s OK.

You don’t always need to post content to please everyone. Instead, demonstrate your company’s ability to connect and engage with sub-groups and post what aligns with your own brand’s values.

Education is something that matters to Starbucks, so by posting about teachers, they’re doing more to demonstrate their values than they are appealing to everyone. Which is kind of the point, isn’t it?

9. Apply for a verification badge.

When an account on Instagram is verified, it has a blue dot, called a badge, next to the username. When another user comes across this profile or finds the verified username in search, the blue dot confirms to them that the account is the business, individual, or brand that it’s claiming to be.

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While Instagram has a list of eligibility requirements for the badge, the platform does allow users to apply for one. You can learn more about that process on Instagram’s Help Center.

10. Create your own filters and badges.

When it’s time to promote a new product or feature, creating your own filters, stickers, or badges can help you reach a new audience. You can learn how to create your own filter or sticker to jazz up your Instagram Stories.

The best way to do this is to use these on highly shareable posts that followers will want to add to their own Stories. This way, you’ll reach their audiences and your users will promote your page for you.

11. Tag relevant users.

Another way to gain more followers on Instagram is to tag relevant users in your posts. Your posts will then show up in that person’s tagged posts, and anyone who looks through there will find your page (and hopefully, follow).

However, it’s important that you only tag people who are in the photo, or relevant to the photo. For example, many times, influencers tag the clothing or makeup brands they wore in a photo.

12. Post content that’s meant to be re-shared.

Each post on your Instagram should have a purpose. It could be to generate likes, comments, engagement, shares, etc. However, you can’t expect followers to re-share content just for the heck of it. There needs to be a reason.

Because of this, reverse engineer your Instagram posts. Think, “What type of content would my audience re-share?” Then, create that content. It could be a quote, a meme, an infographic, statistics, etc.

To gain new followers, you should post content that’s meant to be re-shared, so that when others do re-share it on their own Instagram Stories and tag you, their audience will find you and follow you.

13. Collaborate on Instagram Live.

During the COVID-19 pandemic, while everyone was at home, a great way to stay connected was through Instagram Live. Many businesses and influencers took to the platform to host talk shows with interesting people their audience liked.

For your brand, you could collaborate with an influencer or another brand to host a Live. With people that your audience is interested in, you can promote this Live event, and then host it on your profile.

Promoting this type of event will help you tap into someone else’s audience while interacting and engaging with your followers by answering their questions and talking to them during the Live.

14. Get on the Instagram Explore page.

Getting on the Instagram Explore page is easier said than done. We get that. However, creating posts that are aimed at getting on the Explore page means you’ll be creating easily shareable and trendy content.

Think about viral trends and create a video that your audience might engage with. Additionally, use hashtags and tag other users and brands in those posts. 

Instagram’s Explore Page algorithm also seems to grab content that has more engagement, especially if said engagement happens in the first few hours of posting. In Instagram’s case, quality is better than quantity, and getting interaction from influential users (i.e. having a higher follower count) is one of the best ways to do it.

15. Create educational content with Instagram slides.

Similar to creating content that’s meant to be re-shared, you can also create educational content in the form of Instagram slides. Instagram slides have become a popular way to educate audiences on an idea or topic.

Think about what you can educate your audience on and then create a simple Instagram slide post with an engaging title, that entices users to click on the post.

With this type of content, you can share the post on your Stories, and then hopefully other users will be compelled by the content to share on their Stories as well.

16. Host an Instagram account takeover.

When you’re collaborating with influencers and other brands, think about hosting an Instagram account takeover. You can have an influencer take over your Stories for the day, and promote this on their own Stories.

Then, you’ll get their followers to follow along with the Stories and hopefully follow your account.

Additionally, you can ask an influencer or brand if you can take over their Stories, and interact with their audience as a way to promote your own account.

Quality Over Quantity Still Matters

Ultimately, it’s important to focus less on the number of followers you have, and more on the quality of content you create. Your audience will grow naturally if you put effort and time into creating engaging, informative, or inspirational content without worrying about “quick fixes” for boosts in followers.

Plus, if you think about it, your followers don’t continue to follow you because of the size of your audience. They continue to follow you because of the content you create.

Sure, maybe I’ve initially followed an influencer because she had 200K followers, which signified to me that she was worth following — otherwise, why would 200K people be looking at her content?

But that doesn’t mean I’ve continued to follow influencers and brands because of the size of their audience. I’ve unfollowed plenty of mega-influencers or brands with thousands — if not millions — of followers, simply because I was no longer impressed with their posts.

You want to play the long game on Instagram, and that starts with focusing on what you can control: the quality of the content you produce, the messages you promote, and the brand you build.

Ironically, I’m willing to bet the less you worry about the number of followers you have, the more community members you’ll attract.

Editor’s note: This post was originally published in February 2016 and has been updated for comprehensiveness.

Want to capture more conversions and engage more leads? You’ll want to get personal. But how can marketers make this personalized approach work for their brands?According to The State of Personalization Report 2021 by Twilio, businesses are struggling to make the best use of this new paradigm: While 85% of companies believe they’re offering personalized experiences, just 60% of consumers agree. To help your brand bridge the gap, we’ve analyzed the report to discover just how personalization is changing marketing — and what it means for your business.

60 Ways Personalization is Changing Marketing

1. Customization is not personalization. Customization is explicit, while personalization is implicit.
2. There is a growing willingness among consumers to trade information for a personalized experience.
3. IP recognition software will provide an experience that is dynamically constructed for individual users.
4. You can achieve intent-driven personalization by understanding what people engage with on your site.
5. Never forget that no matter how much technology changes, the key to great marketing is having an in-depth understanding of users.
6. Personalization is the next wave of the communal public user experience.
7. Delivering personalized messages to specific audiences at the right time is the holy grail of marketing.
8. The future of marketing is in making websites, products, or experiences personal in a deeply meaningful way.
9. The personalization of search results offers an opportunity to increase your visibility for really relevant searches.
10. The social, gesture, and location aspects of personalization are the key elements driving online advertising.
11. The potential to engage customers contextually based on a need and serve that in real-time will drive mobile devices as they become payment vehicles.
12. The advent of newer technologies, social networking, and database profiling offers the ability to help people find what they need and serve them what they desire.
13. Personalization has moved beyond segmentation to algorithmically-driven content.
14. People want to share what they do and information about themselves if you give them the chance to do it.
15. Personalization is about leveraging what you can from individuals when they come to your inbound customer touch-points.
16. Don’t think about the different groups you want to market to. Think about the power of one and how to reach that person in the most customized and creative way.
17. There are three pillars of personalization: real-time, what is hot, and local.
18. Use personalization and customization of landing pages to drive better conversion rates.
19. The three-step approach to personalization is: listen, educate, engage.
20. Think in terms of customer-centric recommendation engines rather than company-centric selling engines.
21. There is a growing need for social media managers to pivot their strategies to connect with consumers.
22. The future of personalization will reward publishers that provide better content.
23. Personalization is about creating a natural process of conversation between companies and customers.
24. Use personalization to give customers a great experience.
25. Personalization is not just an opportunity but is a part of a set of broad, very profound societal changes where there is a trade-off between privacy and personalization.
26. The three keys to balancing personalization and privacy are company transparency, consumer choice, accountability for those choices.
27. With personalized ads, the goal is to reach the highest point of relevance for the lowest sense of intrusion.
28. For personalization to work, you want to gain your customer’s trust and not abuse it.
29. Engage your customers and prospects without violating their privacy rights.
30. Use the available technology to make sure you touch your customers in the right way at the right time with the right information.
31. GDPR is changing the way marketers can track and target consumers with personalized ads.
32. Privacy is not the issue. It’s about the value proposition we give to consumers.
33. The key to personalization is not algorithms or automation. The key is to work your butt off. To personalize, you need to put in the effort.
34. Worry less about technology and focus on human emotions and what turns people on.
35. Go beyond what your product can do for your customers and focus on what your product says about them.
36. The three Ms to successful personalization: motivation, message, and media.
37. To get a shot at your customers’ pocketbooks, first capture their imagination by getting them into a dialogue.
38. Personalization convinces consumers that they are buying things thinking it’s their idea when, in fact, it’s not.
39. Marketers can get too focused on the details and forget to focus on the most important aspect: relevancy.
40. Filling your channel with content is going to personalize that relationship between the brand and the consumer.
41. Personalization comes to life by delivering relevant and compelling experiences to the end-user.
42. Business is personal. It takes time to build trust but less to establish likeability, which is the first step towards long-term partnerships.
43. The challenge is to create an emotional and psychological contract with your customers that separates you from everybody else.
44. Get rid of the scripts. Create a Personal Emotional Connection (PEC) by encouraging reps to be themselves and have their personalities connect with customers’ personalities.
45. Treat your customers like VIPs at every touch-point.
46. Customers now expect your business to use their personalized information to offer better service.
47. Get personal with your prospects and customers, but don’t get creepy by using all the information you have when communicating with your customers.
48. Personalized marketing is not just for customers and prospects. It can affect change within an organization.
49. To increase the value of the customer experience, remember to answer the question “why” and personalize the experience around that answer.
50. One-to-one marketing is all about personalization; less mass communication and more mass customization.
51. In face-to-face marketing, body language is the key. In online marketing, the key is taking note of the digital body language of your web visitors and customers.
52. Mass personal relevance allows you to target individual offers tailored by data and driven by customer input.
53. With customer behavior changed by the recent economic downturn, sales are now dependent on how a retailer or brand can communicate its relevance to the customer.
54. Personalization is about engaging customers using technology in ways that mimic how we would do it if we were face to face.
55. For mobile, location-based marketing and location-based services are going to be very important for companies trying to reach consumers.
56. After search box and site navigation, product recommendations are the third key method that consumers use to navigate a retail site.
57. The trend is for consumers to click on relevant ads only, and personalization platforms are helping to drive this trend.
58. We’ve moved from opt-in, permission-based, and customized address fields in personalization to online relevant conversations that engage and excite.
59. The long-term effect of personalization where everyone becomes their own brand is that personal expertise will be an asset that can be traded for currency.
60. The company of the future takes all of its disparate information and unifies it because that is what everything else is based on.

As personalization becomes commonplace, what shifts can marketing teams expect in customer and conversion outcomes? Here are eight ways this new paradigm is changing the game.

1. Omnichannel is Obligatory

The Twilio survey notes that just 25% of businesses are effectively implementing omnichannel marketing strategies. With consumers now actively engaging across multiple channels — 82% primarily engage via smartphones, while 63% use computers — effective personalization depends on an omnichannel approach that meets consumers where they are, not where brands expect them to be.

2. Privacy is Paramount

While three-quarters of customers surveyed said they’d never had an “invasive” experience with brand personalization, 64% of those who encountered this issue pointed to the problem of brands having information about them they didn’t knowingly or willingly provide. In a marketplace where personalization is king, privacy is paramount.

3. Strategic Investment is Essential

It’s easy to overspend on personalization efforts — after all, the more brands learn about their customers, the better, right? Not always.

Here’s why: Not every approach pays the same dividends. While massive investment in social media marketing might help drive interest, companies will quickly lose customers if websites can’t deliver the same level of personalization. The result? Start where the customers are by personalizing your mobile and desktop websites and work outward from there.

4. Context is Critical

Customers want personalization to change based on the context of their interaction with your brand. In practice, this means that how they connect and what they’re looking for should inform the nature of personalization.

For example, a prospective customer that clicks on a product ad from your social media site wants specific information about the item in question, how they can order it, and how long it will take to arrive. Those clicking through to your website from a search engine, meanwhile, are often looking for more generalized context about what you do, where you’re located, and what you can offer.

5. Boundaries are Beneficial

Not all personalization performs as intended. As noted by Accenture, consumers called geo-based texts or notifications on their mobile triggered by their proximity to retail locations “creepy” — which isn’t a word you want to hear from potential buyers. As a result, it’s critical to conduct market research and determine where your customers draw the line.

6. Anonymity is Actionable

In some cases, anonymity is the path to personalization. Here’s why: While customers are often hesitant to provide personal information to brands if it’s used to create identifiable profiles of them within company databases, they’re typically willing to share personal data if companies promise anonymity. This anonymous data, meanwhile, is a great source of overall market trends that can help inform personalization strategies at scale.

7. Apologies are Effective

About 45% of consumers say the “coolest” personalization effort they’ve seen is when companies apologize for poor shopping experiences. This is the other side of personalization-based marketing: While most efforts focus on gaining customers, this approach focuses on keeping them. Combined with action — such as discounts, free shipping, or other benefits — apologies are an effective way to retain consumer loyalty.

8. People are the Priority

When it comes to personalization, people are the priority. Customers not only want to be treated like people through the personalization of recommendations and service but also want to see the humanity behind your brand. As a result, it’s worth personalizing your web pages, social sites, and marketing efforts to showcase the human side of your story and help drive the creation of a shared customer/company narrative.

This Time, It’s Personal

The volume and variety of customer data now available — from personal preferences to transaction histories and social media interactions — lays the groundwork for effective personalization.

However, teams must do more than simply capture data; they must combine and curate this information to create value-driven campaigns that speak directly to user interests. It’s no easy task, but the rewards are substantive. From improved engagement to increased customer loyalty and reliable conversions, fundamental change is happening to familiar marketing processes — and this time, it’s personal.

Editor’s note: This post was originally published in May 2011 and has been updated for comprehensiveness.

Leadership looks different for everyone.

Some choose to use a democratic style, where they make final decisions after getting input from team members. Some are individualists, focused on personal development and improvement, while others act as a coach that works to help employees develop their skills and build strong teams.

Although different in practice, most leadership styles have in common that the leader is a force of authority at their business — entirely different from servant leadership, where authority is purposely left by the wayside.

In this post, learn about servant leadership, its main characteristics, and how it can benefit your organization.

What is servant leadership?

Servant leadership is the idea that a leader’s primary goal is to serve their employees and give them the support they need to develop their skills and succeed at their jobs. This differs from traditional leadership in that a leader doesn’t enforce their authority or treat others as subordinates.

Robert K. Greenleaf first coined the term servant leader in his 1970 essay The Servant as Leader. In the essay, he says that the servant leader “Focuses primarily on the growth and well-being of people and the communities to which they belong” and that they “Put the needs of others first and help people develop and perform as highly as possible.”

Essentially, the leader (a boss, CEO, or any type of executive at a business) exists to serve the people that work for the company. In turn, employees supported by a leader with their best interest at heart are more motivated, empowered, high-performing, and able to provide customers with the best possible experience.  

Servant Leadership Characteristics

In his essay, Greenleaf outlines ten fundamental principles of servant leadership, which we’ll discuss below.

1. Listening

Servant leaders must be good listeners. It helps them get to know the people that work for the business and what they’re all about.

With listening, servant leaders will discover insight about employees that will help them best support their needs, whether it’s understanding areas for personal development or simply learning how employees feel at work and if anything needs to be done to improve their experience.

2. Empathy

Servant leaders need to be empathetic as it’s one of the best ways to help employees grow to be the best they can be.

For example, an employee may express a desire to develop a particular skill, and they want to feel as though you’re listening to them and understanding their needs. Empathy helps with this, as you’ll be able to relate to their interest and ask further questions that help you help them move forward.

Empathy is also critical in servant leadership when it comes to correcting behaviors. For example, say that an employee could not meet a goal at the end of the quarter. With traditional leadership, you may tell the employee that they must perform better without giving actionable advice that will help them do so.

Instead, a servant leader would be empathetic towards the situation and want to understand the roadblocks that caused them to struggle. Of course, you’d still like to ensure that it wouldn’t happen again, but you’d work alongside the employee to guarantee they have the tools to perform better and meet their goals next quarter.

3. Healing

Greenleaf says that servant leaders must understand the importance of healing as people aren’t always used to working in situations where their leader doesn’t force their authority and require compliance.

A servant leader needs to understand that they may need to work with employees to become comfortable with the process and create a working environment that builds trust and helps them be comfortable with your leadership style.

4. Self-awareness

Servant leaders must be self-aware because they need to understand their position and perception within their team. For example, if you’re enforcing your authority, you’re not a servant leader, and you’re likely pushing employees away. Therefore, it’s essential to be aware of the space you take up within your team on a day-to-day basis.

Self-awareness also helps servant leaders understand their strengths and weaknesses when assisting employees to be the best they can be. For example, if you receive feedback that you’re not the best at communicating, you should identify your weakness and work to improve, as employees can’t succeed if they don’t understand you.

5. Persuasion

Servant leaders use persuasion instead of power and authority to influence their teams and get everyone on the same page. You should convince others and get buy-in without forcing compliance or telling people that they simply have to do something because you said they have to.

6. Conceptualization

Conceptualization means that servant leaders can develop a direction for their teams that will bring company success.

This key characteristic directly relates to other skills on this list. For example, suppose a servant leader conceptualizes a goal for employees. In that case, they should be able to persuade without forcing compliance and provide employees with everything they need to help actualize the goal and be there for them throughout the process.

7. Foresight

The Oxford Language Dictionary defines foresight as the ability to predict or the action of predicting what will happen or be needed in the future. With servant leadership, this means using historical performance and current objectives to predict future outcomes and what employees will need to help them succeed.

For example, if your teams have historically struggled with a particular task and that task is required to meet an upcoming objective, your foresight should let you know that you’d want to be present to assist when employees are undertaking that task, and maybe provide extra resources to ensure people don’t get stuck.

8. Stewardship

Stewardship is synonymous with accountability in servant leadership. The leader can take responsibility for their actions and understand how their support for their employees contributes to the overall performance of their teams.

9. Commitment to the Growth of People

Servant leaders want employees to be equipped with the tools and resources they need to succeed and feel motivated to help the company succeed. As such, servant leaders must be committed to the growth and development of people.

In practice, this can look like ensuring employees have the proper training for their required duties, planning development opportunities, or even checking in with employees to understand their career goals and figuring out how to help them get there.

10. Building community

Workplace communities foster a sense of trust and togetherness, which helps people feel like they are working together to meet a common goal. As a servant leader, you’d want to ensure that your workplace feels like a community by building relationships with others and encouraging people to build relationships with their coworkers.

As mentioned above, servant leadership is significantly different from traditional leadership styles. The leader is not an authoritative force but more of a collaborator that works alongside employees to help them succeed. It may be helpful to have some examples of what servant leadership can look like in action, so we’ll discuss some below.

Servant Leadership Examples

Leading by Example

A servant leader is willing to do anything that they ask their employees to do.

So, let’s say that employees are rushing to meet quotas for the month. Rather than instructing employees to just work harder, a servant leader will sit down with them and help them get there. Maybe they take on some tasks, motivate employees, and provide actionable advice that helps them meet their targets.

Collaboration

A servant leader sits down with employees and asks them to share feedback about business processes and whether they help them perform their duties. The servant leader actively listens to feedback, learns from what they’ve heard, and works to make necessary changes to help employees seamlessly do their work.

Empathy

A servant leader cares about their employees as people. If someone comes to them and lets them know that they’re going through something, the servant leader doesn’t tell them to check their feelings at the door or inform them that they better not fall short of expectations.

Instead, they work with the employee to develop a plan that will allow them to succeed despite what they’re going through.

Servant Leadership Can Help Companies Succeed

Although different from traditional styles, servant leaders can build motivated and capable teams that succeed in business.

If you’re a leader looking to try their hand at this leadership style, make sure that you understand who your employees are as people, provide them with the tools and support they need to succeed, and act as an ever-present resource, no matter what they need.

There are few times more exciting in a company than during a product launch. Anticipation brews and a sense of optimism emerges around the prospect of a growth in market share.

Still, a question always arises when a new product launches: do enough people know about this launch for it to be successful?

There are multiple avenues to communicate through during a product launch — ads, social media, PR, and blog promotion, to name a few. Yet, one of the most underrated and effective communication methods to alert internal and external stakeholders is a product launch email.

Not only do product launch emails make your customers aware of the product launch, but they also communicate vital information about the launch to those inside of your company.

In this post, we’ll walk you through the steps for writing three different types of product launch emails, including offering suggestions for your product launch email subject lines and outlining the ideal product launch email sequence.

Featured Resource: Product Marketing Email Templates [Download Now]

HubSpot’s Free Product Marketing Kit is full of the organizational templates you’ll need to spread the word about your product, including email templates. Why waste time starting from scratch? Click here to download the templates.

Internal Product Launch Email

You’ll want to share an internal product launch email with your entire company on either the day of or prior to your product launch. With this email, you’ll want to turn all of the employees at your company into an enthusiastic, well-informed, word-of-mouth marketing team by providing them with:

• An overview of the product
• Why employees should be excited about it
• “Lazy copy” for email and social media that employees can copy and paste

Here’s an outline of an internal product launch email. You can also download it as a template with more details.

1. Subject line and preview text.

Keep the subject line at or under 12 words. We’ll provide a list of examples below.

2. Greeting and tl;dr.

Just like you, the employees at your company are busy, so capture their attention with a quick hello and a 1-2 sentence overview on the product launch.

3. What is it?

Give your readers the very basic info on your product, like what it’s called, what it does, when it’s available to the public, and how much it costs. You should also include an image so readers have a visual reference.

4. Why it matters.

Why should your employees be excited about this launch? You can go a little more in-depth here, so explain what void this product fills in the market and what opportunity you’re seizing on to expand your market share, delight more users, and expand your customer base.

Some questions you can answer in this section are:

• Does this update address a common customer complaint?
• Are you bringing your product up to par for the market you’re in?
• Do you have statistics or revenue projections to prove the importance?

5. How it works.

In this section, give a brief overview of the steps required to get or use this product/feature. How do your customers sign up? Are there any usage limitations? Anticipate frequently asked questions — particularly from salespeople, marketers, account managers, and support reps — and try to reduce confusion upfront.

6. Who it’s for.

If you haven’t already covered it, say who the intended audience for this product is, or if any users will automatically see this new feature. This section is particularly important for regional or language-specific products.

7. Where to go with questions.

Provide the contact info and name of the person or people who are best equipped to answer any questions about the product, its launch, or its promotion.

8. Lazy copy.

You’ll want to make it as simple as possible for employees to share the product launch over email or social media. Provide sample text and URLs that can be copied and pasted — or better yet, pre-made social links from a site like Share Link Generator.

Here’s an example of lazy copy for every situation.

• Twitter: We’ve just launched [Product Name] here @[Company Name]! This new feature will let you [List Main Benefit]. Click here to learn more about it [Insert URL].
• LinkedIn: It’s an exciting day here at [Company Name]! Today, we’re announcing our launch of [Product Name] – a new product that [List One or Two Major Benefits or Features].
  We’re thrilled to finally share this with our customers. Learn more at our website, and reach out to me if you have any questions about the new product! [Insert Product Page URL]
• Email:

Product Launch Email Templates

Remember, you can save time by using product launch planning and email templates. You can download free product marketing email templates here in our Product Marketing Go-To-Market Kit. You and your team can work together to make an exciting product launch campaign if you take advantage of these tools.

So when you create or find the template that’s right for you, add in your product’s information and get your network buzzing about it.

Internal Product Launch Email Subject Lines

Need a good email subject line for your internal product launch announcement email? Try one of these on for size.

• It’s Time! [Product] is now live. Click to learn more!
• We just launched [Product] – And we need your help
• [NOW LIVE]: [Product] is available to the public
• [Product] launches today. Here’s what you need to know.
• The moment you’ve all been waiting for: [Product] is here.
• [PLEASE READ]: Everything you need to know about [Product].
• [Product] goes live today. Help us spread the word!

Internal Product Launch Update Email

The internal product launch update email is best shared with direct stakeholders in the product launch. For example: product marketers, product managers, designers, social, and PR.

These emails should be sent routinely leading up to the official product launch (every week, every other week, etc.) and provide readers with actionable steps on what has happened since your last email, what needs to be done, and whether or not you’re on track for launch.

Here’s an outline of what your internal product launch update email should look like. You can also download it as a template with more details.

1. Subject line and preview text.

Keep the subject line at or under 12 words. We’ll provide a list of examples below.

2. Days until product launch.

Reiterate the scheduled date of the product launch in addition to how many days remain.

3. Major updates.

List out any major updates that have occurred between the previous email and this one. For example: a bug was fixed, final designs were approved, or you secured placement in a leading circuit on announcement day.

4. Resources.

Link out to shared documents, the campaign planning spreadsheets, or any other resources that your team may need to reference this week.

5. Progress against goals.

Remind your team of the overarching campaign goals in this section and provide a status update (complete, meeting, exceeding, or lagging).

6. Updates by the team.

Run through brief status updates and developments from each team. This is also a great place to share each team’s focus for the upcoming week.

7. Questions or comments.

Encourage recipients to reach out to you directly with any questions.

Internal Product Launch Update Email Subject Line Examples

Choose a subject line for your internal product launch update emails and make it the standard for whenever you send out your updates.

• [Date] Bi-weekly [Product Name] Update
• [#] Days Until [Product]: This Week’s Update
• [Product] Launch Status: Today’s Action Items
• New from [Company]: A Solution for [Main Problem]
• [Product]: A Solution to Your [Problem]
• Available Now: [Product], the Solution to [Problem]
• [Product] is Now Available. Here’s How You Can Get it.
• Problems With [Problem]? Try [Product] – New from [Company]
• At Last – A Solution to Your [Problem]
• Meet [Product]: A New Product to Help You [Benefit]

External Product Launch Email

The time has come to share your exciting new product with the world.

If you have an established list of loyal contacts in your CRM, create a list of recipients you think would benefit from the product launch email. While you can send out a mass email to all of your contacts, it makes sense to group your contacts together by their lifecycle stage or their interests so that you’re prioritizing customers who would be most interested or ready for your new product.

Here’s how you might want to format an email to your contacts to encourage them to buy or learn more about your new product.

1. Subject line and preview text.

Keep the subject line at or under 12 words. We’ll provide a list of examples below.

2. Greeting and tl;dr.

Like your fellow employees, your customers are also very busy. Don’t bury the lede — start the email off with the big news! Buzzwords like “new,” “big news,” or “now available” would be good to implement here, alongside a quick overview of what the product is called, what it does, and an image of the product.

3. Overview of the product.

Provide a high-level summary of what the product is, why it was made, and what it does.

4. Key features.

List the key features or benefits of this offer. If you have a product demo video, you may want to link to it here.

5. Call-to-action.

Leave your contacts with an actionable next step. Do you want them to reply to you with questions? Sign up for a demo? Check out the new product page on your website? Whatever your desired next step is, make it abundantly clear with a link or by bolding the action.

External Product Launch Email Subject Lines Examples

Want to grab the attention of your contacts? Try one of these product launch email subject lines:

• New from [Company]: A Solution for [Main Problem]
• [Product]: A Solution to Your [Problem]
• Available Now: [Product], the Solution to [Problem]
• [Product] is Now Available. Here’s How You Can Get it.
• Problems With [Problem]? Try [Product] – New from [Company]
• At Last – A Solution to Your [Problem]
• Meet [Product]: A New Product to Help You [Benefit]

Product Launch Email Sequence

To spread the word for your product launch more efficiently, consider enrolling your contacts into an email sequence in your email marketing software. Here are the steps you might want to follow:

Internal Product Launch Email Sequence

1. Introductory email: Alert the employees the product development is in progress and why.2. Pre-launch email: Let employees know when the product is set to be launched and what is expected of them on launch day.
3. Launch day email: On the day of the product launch, alert all employees the product is available to the public and provide share links.
4. Follow-up email: After some time has passed, send employees an update of your performance against goals, and a reminder of how employees can help the product launch be more successful.

External Product Launch Email Sequence

When you want to build anticipation among your contacts, consider an external product launch email sequence. This can be used to gradually increase your prospects’ interests before and after the product comes out.

Remember: you may only want to enroll people in this sequence that meet certain qualification criteria.

1. Pre-Announcement Email.

This email comes once you feel the product is in a good place and you’re comfortable announcing its release date to the public. It should include a basic description of the product in addition to an expected time frame. We suggest not identifying an official launch date unless you are absolutely confident the date you have chosen is accurate — you never know what could go wrong between now and then, so it’s best to play it safe.

2. Announcement Email.

This email should be the official email announcement of your product. We’ve outlined what should be included in this email in the section above, but remember to keep the content in this email short, informative, and actionable.

3. Follow-Up Email.

This email should be sent to the contacts you feel would be a good fit for your new product but didn’t follow up with your original email. Kindly remind them that you think they would benefit from this new product and you’re excited to hear if they’re interested.

When building excitement for your new product, having this sequence can keep your customers waiting in anticipation of your next best thing. Take a look below at an example of a real, recent product launch.

Email to Customer about New Product Example

Samsung has been exceptionally successful in advertising its new Galaxy Fold cell phones, and its emails have been building suspense for them for over a year.

This email example serves as one of its pre-announcements, allowing excited customers to pre-order the device. Previous emails they’ve sent have included the specifications and features of the Fold, and this email gives a time frame of when customers should expect its arrival.

You can keep it simple as shown above, or get creative in your new product emails — just make sure it’s conveying the information your customers want to know.

Ready, Set, Launch! (Your Next Product)

Build your email marketing campaigns in a way that appeals to your own internal team, and your customers in search of the next best thing. We hope you can implement some tips from this guide into your marketing, and wish you the best of luck in your next product launch.

The conversation around Bitcoin has been brewing for years but it exploded in 2017 when the stock reached $19,000. It dipped back down for a few more years until it surged in 2020 and reached new peaks in 2021.

In the past, Bitcoin and other digital currencies were seen as extremely volatile, reserved for investors with extensive knowledge of the market and the world of crypto. Today, that idea has been relaxed a bit, as more governments and institutions recognize it.

Today, the number of retail investors who want to get their hands on this valuable cryptocurrency is growing. In fact, a 2021 survey by the University of Chicago revealed that 14% of Americans invested in cryptocurrency in the past 12 months.

So let’s learn all about where you can get it and when it’s the right time to invest.

Once you have your cryptocurrency, you need to store it in a Bitcoin wallet. Every wallet comes with private keys and addresses used to access the wallet, which can be internet-based or hardware-based.

• A hot wallet is one that is connected to the internet, which makes it easy for investors to access their Bitcoin. However, it does pose a security risk, as you are susceptible to hacking and theft.
• A cold wallet is one that isn’t connected to the internet, making it the safest way to store your currency. In this case, you print your private keys and addresses and store them somewhere, like a safe or safety deposit box. You can also store that information on a USB or hard drive.

Without your private keys and addresses, it’s impossible to access your Bitcoin. So, it’s imperative that you are careful about where you store this information.

Where to Get Bitcoins

How to Get Bitcoins Fast

These days, you can quickly and easily buy Bitcoins online or offline. It’s just a matter of choosing the right purchasing option for you.

Cryptocurrency Exchanges

Cryptocurrency exchanges are marketplaces where sellers trade cryptocurrencies in exchange for fiat money (i.e. government-issued currency like the euro) or other digital currencies.

Most exchanges accept bank transfers or credit card payments, and some even accept Paypal payments. They’ll also charge you a transaction fee for every trade you make.

You can choose from hundreds of crypto exchanges, but the most popular and reputable exchanges include Coinbase, Gemini, Binance.US, and Kraken.

Investment Brokerage Firms

An investment brokerage firm is a platform that allows investors to buy and sell stocks and cryptocurrencies.

Companies like Robinhood allow retail investors to trade and invest commission-free, making them highly popular. All you need to get started is an account and the money to buy and you’re good to go.

Payment Services

Recently, payment services like CashApp, Venmo, and Paypal have introduced new features to their online platforms that allow users to buy, sell, and hold cryptocurrencies.

For instance, CashApp now has an entire tab dedicated to Bitcoin.

The platform also offers Bitcoin Boost, an opportunity to earn Bitcoin on purchases made with the CashApp card. Think cashback, except crypto.

So, there’s more than just one way to get Bitcoin on these platforms.

Bitcoin ATMs, Stores, and Merchants

If you’d rather buy Bitcoins in person, you have several options to choose from:

• Bitcoin ATMs, which work very similarly to a regular cash-based ATM. You can find one near you through Coin ATM Radar.
• Retail stores, which sell and buy Bitcoin. Visit LibertyX and CoinMap to find ones in your region.
• Peer-to-peer, if you’re interested in buying Bitcoin directly from another person. Websites like LocalBitcoins can help you find people who are willing to exchange Bitcoin for cash.

Currently, there are very few banks that allow the trade and storage of cryptocurrency, including online-only banks Ally and USAA.

How to Get Bitcoins for Free

The examples outlined below are all examples of Bitcoin faucets, which are platforms that offer small amounts of Bitcoin in exchange for completing a task.

While they won’t get you a ton of bitcoins quickly, you can accumulate some over time and use them as a way to learn more about the cryptocurrency.

1. Play Mobile or Online Games to Earn Bitcoins

One of the most entertaining and fun ways to earn free Bitcoins is by playing mobile or online games. That’s right – you can play games on your phone or computer and actually get paid in Bitcoin.

Some serve a lot of advertisements to their users. So, to avoid the ads, you can join a Bitcoin casino, where you bet your own money or Bitcoin on traditional casino games, sports matches, and lotteries to potentially win a higher payout in Bitcoin.

2. Do Odd Jobs Online to Earn Bitcoins

Another way to earn free Bitcoins is by completing tasks on websites. Some companies will pay you in Bitcoin to test their websites, take their surveys, retweet their posts, and complete other small tasks.

There are also websites that let people offer small Bitcoin rewards to the person who can give them the best answer to one of their questions.

You can find odd jobs that pay you in Bitcoin on Cointiply.

3. Write About Cryptocurrency to Earn Bitcoins

Certain cryptocurrency blogs, news outlets, and forums will pay you in Bitcoin to contribute your insights and write for them if you have a lot of knowledge about the industry.

Popular cryptocurrency forums, like Publish0x, reward users for reading and writing articles relating to Bitcoin.

Image Source

On this site, users can earn Bitcoin along with other cryptocurrencies. They can also give tips to authors they enjoy.

Is now the time to invest in Bitcoin?

This answer to this question will vary greatly depending on your financial goals and your risk level.

For instance, younger people tend to take on riskier investments as they have more time to wait out the market while older investors tend to be more conservative.

Cryptocurrencies are still considered volatile in the market, which has led financial advisors to call it a speculative asset – i.e., one that is very risky but can have a huge return on investment. That’s why they recommend only allocating a small portion of your portfolio to Bitcoin.

With any financial decision, consult an advisor who can offer tailored advice and guide you on the best moves to make.

One thing that’s clear is that Bitcoin is more popular than ever and it’s not going away anytime soon.

Editor’s Note: This post was originally published in August 2018 and has been updated for comprehensiveness.

Within 1.84 billion daily active users, Facebook is a valuable platform for marketers. In fact, 10 million advertisers already use the platform to meet their marketing goals.

There are various types of ads you can run on the platform to meet different needs, like lead generation ads, videos, or carousel ads. However, regardless of the ad you choose to run, each has one thing in common: they cost money.

In this post, learn about CBO, a specific type of budgeting option on Facebook, the benefits it can bring to your campaign marketing, and how to use it on Facebook ads manager.

The most significant benefit to CBO is that your campaign spending is optimized for top-performing ad sets. You’re not spending equal amounts on poor-performing and high-performing ads but instead spending more money where you’re going to maximize ROI.

In addition, the process is automated — an algorithm learns from your campaign goals and the ads you want to run and distributes money without you needing to do anything. With other processes, like ABO, changes need to be made manually.

Facebook CBO vs. ABO

Ad Set Budget Optimization, or ABO, is when you create a set budget for each ad set, and each receives the same amount of money, regardless of performance. It’s not an automated process, so you need to track performance and make necessary adjustments on your own.

With CBO, you set an overall campaign budget, and an algorithm distributes money to different ad sets based on what it deems will perform best. As a result, different ad sets may receive more money. The image below is a graphic that shows the difference between CBO and ABO on Facebook.

Image Source

For example, if your overall budget is $100 and you have four ad sets, each ad set will receive $25 with ABO. With CBO, a campaign budget of $100 will be distributed based on opportunities for high-performance, so one ad set may receive $25, another $35, another $20, and another $20.

How To Set Up Facebook CBO

Setting up Facebook CBO is a relatively straightforward process, and we’ll outline the steps below.

1. Navigate to Facebook Ads Manager.

2. Click the blue Create New Campaign button.

3. Name your campaign.

4. Select your designed campaign objective from the pop-up menu (as shown in the image below).

5. Scroll down to the bottom of the page and toggle the Campaign Budget Optimization button into the on position, as highlighted in red in the image below.

6. Once toggled into the on position, you’re prompted to specify whether your campaign budget has a daily spend limit or if it’s an overall lifetime budget (as shown in the image below).

7. Select your campaign bid strategy, which is how you want your budget to be spent.

8. Once you’ve entered all of the above information, you’ll be prompted to enter standard information you’d enter when creating a standard Facebook ad (conversion location, campaign schedule, audience information, asset placements, etc.).

Should you choose to use CBO, it’s essential to follow best practices.

Facebook CBO Best Practices

Let’s go over some best practices for using CBO, according to Facebook.

1. Use large audiences.

Larger audience groups make it easier for the algorithm to make accurate, strategic decisions for distributing funds for your campaigns. More audience members equal more metrics, which equals more available data for the algorithm to study and learn from.

2. Don’t use too many ad sets.

Facebook notes that exceeding 70 ad sets limits the number of edits you can make after publishing and also causes the algorithm to take more time to learn from your data and optimize your ad spend for higher performance.

3. Don’t pause and unpause your ad sets.

CBO is an automated system, so your campaign budgets are distributed based on active ads. If you pause certain sets, their data does not get factored into the algorithmic decision process, and it will allocate your budgets elsewhere. If you leave ads paused for too long, it’s possible that spending will be used up, and your paused ads won’t run.

4. Be strategic about ad set spending limits.

CBO is most powerful when the algorithm has free reign to learn from data and metrics. If you set too many limits on ad spending, like daily budgets, the algorithm has less flexibility, and your budgets will be less optimized.

If you prefer to set stricter limits and optimize per ad set, Facebook recommends using ABO.

5. Input all changes in bulk.

Facebook says that it takes significant time for campaign changes to go live when using CBO, so it’s essential to make all adjustments in bulk to minimize downtime.

CBO Helps You Optimize And Save Time

Using Campaign Budget Optimization on Facebook helps save you time through automation and ensures that your spending on the platform is optimized for best results. If you decide it’s right for you, consider the best practices and begin creating your campaign in Ads Manager.

Every summer, I start a vegetable garden. I purchase seeds, plant them in various places in my backyard, tend to them, and with the help of the right weather conditions, help them grow. Why am I talking about gardening on a marketing blog?

Content seeding. But instead of planting zucchini seeds, marketers plant content to grow brand awareness and leads.

Let’s get into the specifics of what content seeding is and how it works.

Content seeding allows brands to highlight their content in places target audiences will see and engage with it. Influencers are a prime choice for content seeding because they usually have large audiences. These audiences have been proven to trust influencers more than their friends.

For instance, lifestyle subscription box FabFitFun has a target audience of women “ages 18-34, who love a good deal [and] want to hear about the latest and greatest trends in beauty, fitness, nutrition, and style.” When they work with influencers on content seeding, they choose platforms their target audience is interested in, like my favorite podcast, True Crime Obsessed (TCO).

When I heard ads for FabFitFun on TCO, I was immediately interested in the brand and what it offers, so I followed the link in the podcast subscription. The added bonus of hearing high praises from hosts I’ve come to connect with and trust solidified my interest and ultimately drove me to subscribe. That’s content seeding in motion.

When I heard ads for FabFitFun on TCO, I was immediately interested in the brand and what it offers, so I followed the link in the podcast subscription. The added bonus of hearing high praises from hosts I’ve come to connect with and trust solidified my interest and ultimately drove me to subscribe. That’s content seeding in motion.

Part of the reason content seeding is so successful is that the content shared by influencers or partners is relevant to the target audience. Market research shows brands, like FabFitFun, where their audience is and gives them clues as to where to seed content.

What is influencer seeding?

Often brands will give out products or services to influencers in the hopes that they will share favorable reviews or promote the product to their audience. This is referred to as influencer seeding. Like content seeding, utilizing influencers that align with the interests of your target audience will yield the best results.

Having industry leaders promote a brand through their social platforms or other networks increases the reach of the business, because they’ve built trust with their own audiences.

This doesn’t mean that you have to find the influencer with the most followers to do the job. Sure, someone with millions of followers will have a wide reach, but there is value in utilizing micro-influencers, too. Micro-influencers – those with roughly 10,000 to 50,000 followers – often serve more niche, but loyal audiences. This can be an advantage when you are looking to segment or narrow your target audience.

Micro-influencers also provide a level of authenticity influencers with higher follower counts lack due to their mass appeal. Social media platforms are inundated with marketing campaigns and ads. Make your product or service stand out by tapping into the networks of smaller influencers and take advantage of word-of-mouth cred.

However, influencers aren’t the only way to facilitate content seeding. You can also contact an agency that specializes in seeding, or reach out to thought leaders for a partnership on a blog post or email newsletter.

Where Content Seeding is Commonly Used

While blogging and editorial outlets previously served as the primary avenues for content seeding, social media platforms have become the dominant method of choice.

• TikTok
• Twitter
• YouTube
• Facebook
• Instagram
• LinkedIn
• Podcasts
• Pinterest

All of these platforms are useless if you don’t have a plan in place to utilize them. Next, we’ll dig into tips for creating an effective influencer seeding campaign.

Creating an Influencer Seeding Strategy

Creating a plan will help you conserve resources and focus your energy on what’s most important for your brand. Here are some best practices to follow:

• Set your end goal: What would you like to accomplish? Are you looking to build brand awareness or boost sales? Once your goals are established, you can assess which platform would make the most sense to use to achieve them.
• Research ideal influencers: By now you should have clear personas identifying who your target audience is. With that information in hand, look into the types of people they would follow and their interests. Look at trending hashtags or topics related to your brand, and the influencers who follow them.
• Send relevant content, services, and products: You’ll want to make sure what you’re sending the influencer to promote is actually relevant to their brand and audience. For example, if you sell artisan chocolates, you may want to reach out to influencers that have content dedicated to chocolate sweets and desserts, instead of just sending products out to foodies in general. This is where going niche pays off.
• Engage and comment: If an influencer posts anything regarding your brand, engage with it. This can include liking the post, commenting, or sharing. Even if the feedback is negative, you can thank them for their honest review and find out how you can make improvements.
• Measure the outcome: Examine the reach of influencer posts, traffic statistics, and engagement (shares, comments, brand mentions). For ecommerce, track any promo codes or affiliate links used during the campaign. Looking at these metrics will help you figure out what worked and what didn’t.

If you’re starting to think of ways you can get into content seeding, which platforms to use, and what content to share — don’t worry, we’re going to look at more great examples of content seeding next.

Content Seeding Examples

1. Claire Saffitz x Coveteur

Do you take a good, hard look at your team’s marketing strategy every year?

You should. An annual marketing plan helps you set your marketing on the right course to make your company’s business goals a reality. Think of it as a high-level plan that guides the direction of your team’s campaigns, goals, and growth.

Without one, things can get messy — and it’s nearly impossible to put a number on the budget you’ll need to secure for the projects, hiring, and outsourcing you’ll encounter over the course of a year if you don’t have a plan.

Keep in mind there are variations to the marketing plan you need, depending on your industry and the goals of your marketing team. To make your plan’s creation easier, we’ve put together a list of what to include in your plan and a few different planning templates where you can easily fill in the blanks.

To start, let’s dive into how to create a marketing plan and then take a look at what a high-level marketing plan has inside.

In this article, we’re going to discuss:

• What a High-Level Marketing Plan Includes
• How to Create a Marketing Plan
• Marketing Plan Templates You Can Use
• Simplified Marketing Plan Template
• Plus — Social Media Plan Templates

Marketing Plan Outline

Marketing plans can get quite granular to reflect the industry you’re in, whether you’re selling to consumers (B2C) or other businesses (B2B), and how big your digital presence is. Nonetheless, here are the elements every effective marketing plan includes:

1. Business Summary

In a marketing plan, your Business Summary is exactly what it sounds like: a summary of the organization. This includes:

• The company name
• Where it’s headquartered
• Its mission statement

2. Business Initiatives

The Business Initiatives element of a marketing plan helps you segment the various goals of your department. Be careful not to include big-picture company initiatives, which you’d normally find in a business plan. This section of your marketing plan should outline the projects that are specific to marketing. You’ll also describe the goals of those projects and how those goals will be measured.

3. Customer Analysis

Here’s where you’ll conduct some basic market research. If your company has already done a thorough market research study, this section of your marketing plan might be easier to put together.

Ultimately, this element of your marketing plan will help you describe the industry you’re selling to and your buyer persona. A buyer persona is a semi-fictional description of your ideal customer, focusing on traits like:

• Age
• Location
• Title
• Goals
• Personal challenges
• Pains
• Triggering events

4. Competitor Analysis

Your buyer persona has choices when it comes to solving their problems, choices in both the types of solutions they consider and the providers that can administer those solutions. In your market research, you should consider your competition, what they do well, and where the gaps are that you can potentially fill. This can include:

• Positioning
• Market share
• Offerings
• Pricing

5. SWOT Analysis

Your marketing plan’s Business Summary also includes a SWOT analysis, which stands for the business’s strengths, weaknesses, opportunities, and threats. Be patient with your business’s SWOT analysis; you’ll write most of it based on your market research from the sections above and your strategy below.

6. Market Strategy

Your Market Strategy uses the information included in the above sections to describe how your company should approach the market. What will your business offer your buyer personas that your competitors aren’t already offering them?

In a full-length marketing plan, this section can contain the “seven Ps of marketing”:

• Product
• Price
• Place
• Promotion
• People
• Process
• Physical Evidence

(You’ll learn more about these seven sub-components inside our free marketing plan template, which you can download below.)

7. Budget

Don’t mistake the Budget element of your marketing plan with your product’s price or other company financials. Your budget describes how much money the business has allotted the marketing team to pursue the initiatives and goals outlined in the elements above.

Depending on how many individual expenses you have, you should consider itemizing this budget by what specifically you’ll spend your budget on. Example marketing expenses include:

• Outsourcing costs to a marketing agency and/or other providers
• Marketing software
• Paid promotions
• Events (those you’ll host and/or attend)

8. Marketing Channels

Lastly, your marketing plan will include a list of your marketing channels. While your company might promote the product itself using certain ad space, your marketing channels are where you’ll publish the content that educates your buyers, generates leads, and spreads awareness of your brand.

If you publish (or intend to publish) on social media, this is the place to talk about it. Use the Marketing Channels section of your marketing plan to lay out which social networks you want to launch a business page on, what you’ll use this social network for, and how you’ll measure your success on this network. Part of this section’s purpose is to prove to your superiors, both inside and outside the marketing department, that these channels will serve to grow the business.

Businesses with extensive social media presences might even consider elaborating on their social strategy in a separate social media plan template.

9. Financial Projections

Knowing the budget and doing analysis on the marketing channels you want to invest in, you should be able to come up with a plan for how much budget to invest in which tactics based on expected ROI. From there, you’ll be able to come up with financial projections for the year. These won’t be 100% accurate but can help with executive planning.

1. Conduct a situation analysis.

Before you can get started with your marketing plan, you have to know your current situation.

What are your strengths, weaknesses, opportunities, and threats? Conducting a basic SWOT analysis is the first step to creating a marketing plan.

Additionally, you should also have an understanding of the current market. How do you compare to your competitors? Doing a competitor analysis should help you with this step.

Think about how other products are better than yours. Plus, consider the gaps in a competitor’s approach. What are they missing? What can you offer that’ll give you a competitive advantage? Think about what sets you apart.

Answering questions like this should help you figure out what your customer wants, which brings us to step number two.

2. Define your target audience.

Once you better understand the market and your company’s situation, make sure you know who your target audience is.

If your company already has buyer personas, this step might just mean you have to refine your current personas.

If you don’t have a buyer persona, you should create one. To do this, you might have to conduct market research.

Your buyer persona should include demographic information such as age, gender, and income. However, it will also include psychographic information such as pain points and goals. What drives your audience? What problems do they have that your product or service can fix?

Once you have this information written out, it’ll help you define your goals, which brings us to step number three.

3. Write SMART goals.

My mother always used to tell me, “You can’t go somewhere unless you have a road map.” Now, for me, someone who’s geographically challenged, that was literal advice.

However, it can also be applied metaphorically to marketing. You can’t improve your ROI unless you know what your goals are.

After you’ve figured out your current situation and know your audience, you can begin to define your SMART goals.

SMART goals are specific, measurable, attainable, relevant, and time-bound. This means that all your goals should be specific and include a time frame for which you want to complete them.

For example, your goal could be to increase your Instagram followers by 15% in three months. Depending on your overall marketing goals, this should be relevant and attainable. Additionally, this goal is specific, measurable, and time-bound.

Before you start any tactic, you should write out your goals. Then, you can begin to analyze which tactics will help you achieve that goal. That brings us to step number four.

4. Analyze your tactics.

At this point, you’ve written down your goals based on your target audience and current situation.

Now, you have to figure out what tactics will help you achieve your goals. Plus, what are the right channels and action items to focus on.

For example, if your goal is to increase your Instagram followers by 15% in three months, your tactics might include hosting a giveaway, responding to every comment, and posting three times on Instagram per week.

Once you know your goals, brainstorming several tactics to achieve those goals should be easy.

However, while writing your tactics, you have to keep your budget in mind, which brings us to step number five.

5. Set your budget.

Before you can begin implementing any of the ideas that you’ve come up with in the steps above, you have to know your budget.

For example, your tactics might include social media advertising. However, if you don’t have the budget for that, then you might not be able to achieve your goals.

While you’re writing out your tactics, be sure to note an estimated budget. You can include the time it’ll take to complete each tactic in addition to the assets you might need to purchase, such as ad space.

Now that you know how to create your marketing plan, let’s dive into creating a marketing campaign outline that will help you reach the goals outlined plan.

One Page Marketing Plan Template

As demonstrated above, a marketing plan can be a long document. When you want to share information with stakeholders or simply want an overview of your plan for quick reference, having a shorter version on hand can be helpful. A one page marketing plan can be the solution, and we’ll discuss its elements below. 

1. Business Summary: Include your company name, list the names of individuals responsible for enacting the different stages of your plan, and a brief mission statement. 
2. Business Initiatives: A summary of your marketing plan goals and the initiatives to help you achieve them. This can include your marketing strategies. 
3. Target Market: Outline your target audience(s) that your efforts will reach. 
4. Budget: An overview of the money you’ll spend to help you meet your marketing goals. 
5. Marketing Channels: list the channels you’ll use to achieve your marketing goals.

Free Marketing Plan Template [Word]

Now that you know what to include in your marketing plan, it’s time to grab your marketing plan template and see how best to organize the six elements explained above. The following marketing plan template opens directly in Microsoft Word, so you can edit each section as you see fit:

Download your marketing plan template here.

Marketing Campaign Template

Your marketing plan is a high-level view of the different marketing strategies you’ll use to meet your business objectives. A marketing campaign template is a focused plan that will help achieve those marketing goals. 

A marketing campaign template should include the following key components: 

• Goals and KPIs: Identify the end goal for each of the individual campaigns you’ll run and the metrics you will use to measure the results of your campaign when it ends. For example, conversion rates, sales, sign-ups, etc. 
• Channels: Identify the different channels you’ll use to enact your marketing campaign to reach your audience. Maybe you run a social media campaign on Twitter to raise brand awareness or a direct mail campaign to notify your audience of upcoming sales. 
• Budget: Identify the budget you’ll need to run your campaign and how it will be distributed, like the amount you’ll spend on creating content or ad placements in different areas. Having these numbers also helps you later on when you quantify the success of your campaign, like ROI. 
• Content: Identify the type of content you’ll create and distribute during your campaigns—for example, blog posts, video ads, email newsletters, etc. 
• Teams and DRIs: Identify the teams and people that will be part of enacting your marketing plan from start to finish, like those responsible for creating your marketing assets, budgets, or analyzing metrics once campaigns are complete.
• Design: Identify what your marketing campaigns will look like and how you’ll use design elements to attract your audience. It’s important to note that your design should directly relate to the purpose of your campaign.

Digital Marketing Plan Template

A digital marketing plan is similar to a marketing campaign plan, but, as the name suggests, it’s tailored to the campaigns that you run online. Let’s go over the key components of a digital marketing plan template to help you stay on track to meet your goals. 

• Objectives: The goals for your digital marketing and what you’re hoping to accomplish, like driving more traffic to your website. Maybe you want to drive more traffic to your website, or 
• Budget: Identify how much it will cost to run your digital marketing campaign and how the money will be distributed. For example, ad placement on different social media sites costs money, and so does creating your assets.
• Target audience: Which segments of your audience are you hoping to reach with this campaign? It’s essential to identify the audiences you want to reach with your digital marketing, as different channels house different audience segments. 
• Channels: Identifies the channels that are central to your digital marketing campaign. 
• Timeline: Explains the length of time your digital campaigns will run, from how long it should take to create your assets to the final day of the campaign. 

Many people use social media in their digital campaigns, and below we’ll discuss some ideas you can use for inspiration.

Social Media Marketing Plan Templates

As marketing departments grow, so will their presence on social media. And as their social media presence grows, so will their need to measure, plan, and re-plan what types of content they want to publish across each network.

If you’re looking for a way to deepen your social media marketing strategy — even further than the marketing plan template above — the following collection of social media marketing plan templates is perfect for you:

Download 10 social media reporting templates here.

In the above collection of marketing plan templates, you’ll get to fill in the following contents (and more) to suit your company:

• Annual social media budget tracking
• Weekly social media themes
• Required social media image dimension key
• Pie chart on social media traffic sorted by platform
• Social media post calendar and publish time

Below, let’s review the social media reporting templates, and what you’ll find in each one.

1. Social Media Questions

This template lists out questions to help you decide which social media management platform you should use.

Once you know what social media tactics you’re going to implement in your marketing plan, it’s time to figure out what channels are right for you. This template will help you do that.

2. Hashtag Holidays

If you’re going to lean in to social media in your marketing plan, you can use hashtag holidays to generate ideas.

These holidays are a great way to fill out your social media publishing schedule. With this template, you’ll get a list of all the hashtag holidays for the year.

3. Facebook Live Schedule

If Facebook live is one of the marketing tactics in your plan, this template will help you design an editorial calendar. With this template, you can organize what Facebook live’s you want to do and when.

4. Instagram Post Log

Are you going to begin using Instagram regularly? Do you want to increase your following? With this template, you can organize your Instagram posts, so everyone on your team knows what posts are going live and when.

Additionally, you can organize your assets and campaigns on this doc.

5. Paid Social Media Template

With this template, you can organize your annual and monthly budget for your paid social media calendar.

6. Social Media Audit

Conducting a social media audit? You can use this template to help you gather the right analytics.

7. Social Media Editorial Calendar

With this template, you can organize your social media editorial calendar. For example, you can include social media posts for each platform, so your team knows what’s going live on any given day.

8. Social Media Image Sizes

With this template, your team can have the latest social media image sizes handy. This template includes image sizes for all major social media platforms, including Facebook, Instagram, and Twitter.

9. Social Media Marketing Proposal

With this template, you can create an entire social media marketing proposal. This will outline the social media goals, scope of the work, and the tactics that you plan to implement.

10. Social Media Reporting Template

With this template, you’ll gain access to a slidedeck that includes templates for social media reporting. If you plan to implement social media in your marketing plan, these reporting templates can help you track your progress.

Simple Marketing Plan Template

Of course, this type of planning takes a lot of time and effort. So if you’re strapped for time before the holidays, give our new Marketing Plan Generator a try. 

This tool simplifies yearly planning by asking prompted questions to help guide your process. You’ll be asked to input information about: 

Try our free Marketing Plan Generator here.

• Your annual marketing mission statement, which is what your marketing is focused on for the year. 
• The strategy that you’ll take with your marketing throughout the year to accomplish your marketing goals. 
• Three main marketing initiatives that you’ll focus on during the year (i.e., brand awareness or building a high-quality pipeline) metrics you’ll use to measure your success.
• Your target goals for those marketing initiatives like generating 100 leads per week. 
• Marketing initiatives that are not aligned with your current strategy to stay focused on your goals and activities that will help you be successful.

Once you input all information, the tool will spit out a table (as shown in the image below) that you can use to guide your processes.

Pro Tip: If the tool doesn’t work, clear your browser’s cache or access it in incognito mode.

Over To You

The best way to set up your marketing plan for the year is to start with quick wins first, that way you can ramp up fast and set yourself (and your team) up to hit more challenging goals and take on more sophisticated projects by Q4. So, what do you say? Are you ready to give it a spin?

Editor’s note: This post was originally published in December 2016 and has been updated for comprehensiveness.

Over the past two years, we’ve seen a shift in the way brands promote their products or services on social media. 

And, as social media popularity continues to grow — we reached over 3.7 billion social media users globally in 2021 — brands aren’t just wondering how they’ll engage huge social media audiences next year. They’re also asking, “What social media trends should I expect in this constantly changing landscape?”

To learn more about what brands can expect in 2022 and beyond, HubSpot’s Blog surveyed over 1,000 marketing professionals to learn which trends B2B and B2C businesses will leverage in 2022. Additionally, I spoke with social media experts and dug through HubSpot and Talkwalker’s 2022 Social Media Trends Report to uncover unique perspectives on the upcoming year. 

Below, I’ve compiled ten expert or research-backed trends social media marketers should watch and leverage in 2022. Let’s dive in. 

Trends to Watch in 2022

1. TikTok will dominate the social media space.

During the pandemic, I began hearing about one new commonality among most of my colleagues and friends: TikTok. 

TikTok has seen undeniably fast growth. In fact, the term ‘TikTok’ saw a 61% increase in mentions year-over-year during the beginning of 2021, and was the first non-Facebook app to reach 3 million global downloads. 

With fast growth, it’s easy to assume it’s a passing fad — but that doesn’t seem to be the case here. HubSpot’s social team believes TikTok offers unique opportunities to engage directly with consumers, and major brands such as the NBA and Dunkin’ are leveraging the app to reach new audiences. 

Additionally, Ben Jeffries, CEO of Influencer.com, says that “in 2020, TikTok was the world’s most downloaded app and with more and more consumers choosing to use the creative and humorous entertainment platform, brands are waking up to the opportunity to capture a new audience and showcase their brand personality.”

Jeffries adds, “This popularity has also encouraged the more established social media platforms, including Instagram and YouTube, to experiment with new content forms that will grab the attention of the TikTok generation.”

Other social media businesses have used TikTok’s popularity as inspiration to alter their own platform’s features. For instance, Instagram employed TikTok lookalike features in its own version, called Reels, and Reddit just announced a similar short-form video feature on its own platform. 

Elena Melnikova, CMO at Talkwalker, told me, “When the pandemic forced us online, social media became our lifeline — for shopping, communication, and work. Looking for entertainment, TikTok became the go-to channel. It made us smile. It made us laugh. It relieved the boredom of being stuck at home. We were eager to join the party.

Melnikova adds, “Lockdown supercharged TikTok. Having grown so quickly, brands can’t afford to ignore the platform’s potential. With an audience dominated by Millennials and Gen Z — tech-savvy generations, demanding innovation, creativity, personalization, and transparency — TikTok will help connect brands to a younger, more creative demographic.”

In 2022, we’ll continue to see the rise of TikTok as more brands explore how they can leverage the app’s popularity to expand brand awareness and reach new audiences. Additionally, we’ll watch TikTok’s ripple effect on the social media landscape at-large, as other platforms alter their features to expand emphasis on short-form, “snackable” content.

2. Reaching new audiences will become the number one social media goal for businesses. 

In 2021, HubSpot’s Blog Research found the primary goals of most marketers’ social media strategies were: 

• Advertising products/services (35%)
• Increasing brand awareness/reaching new audiences (34%)
• Increasing revenue/sales (34%)

*(Select up to three.)

However, 76% of marketers say their goals will change in 2022. 

As we enter 2022, most marketers primary goals include: 

• Increasing brand awareness/reaching new audiences (39%)
• Fostering relationships with customers/increasing brand loyalty (33%)
• Improving customer service and retention (32%)

During the pandemic, most consumers needed to shift to an online-first purchasing experience. 

As we head into 2022, then, it makes sense that brands are contemplating how they can reach new audiences through social media, foster deeper relationships with existing audiences, and improve customer service to ensure long-term customer loyalty. 

To increase your social media presence, it’s critical you stay active and consistent in your posting, leverage trends and buzzy content, and invest in high-quality creative assets. 

Additionally, to foster deeper relationships with your existing audiences, you’ll want to engage with your followers through interactive elements such as polls, Q&As, and live videos. 

3. Companies will make more dedicated social media hires. 

Social media is an undeniably powerful strategy for your business. 

And social media isn’t just for brand awareness, either. It’s also an effective tool for generating revenue. In fact, 79% of people say that user-generated content on social media significantly impacts their purchasing decisions.

Which is why you’ll see more companies making dedicated social media hires in 2022, rather than tasking a busy marketing team with social media as a side project. 

As Founder and CEO of Jotform, Aytekin Tank, told me, “One big trend for social media marketing in 2022 is to make a dedicated hire. Companies frequently manage social media by committee or pass it off to a marketing generalist. But the problem is when social media isn’t prioritized, organizations miss out on the opportunity to optimize platforms and turn them into revenue generators.”

“A dedicated social media hire can solve this problem and help organizations grow platforms, keep tabs on social analytics, be part of industry-specific conversations, experiment with new platforms and trends, and more — all of which contributes to a stronger brand and more leads for your company. We’ve done it at Jotform, and it’s worth it.”

If you haven’t already, consider hiring a social media community manager to build and engage with your online audiences. These managers are the tone, voice, and conversations behind your brand — so it’s worth it if your audience is eager to engage with your brand through social media. 

4. Augmented Reality will become consumers’ preferred way to try-on products and interact with brands.

Augmented Reality (AR) has been around for a few years now, and it’s becoming increasingly common for brands to use AR to enable consumers’ to test products before purchase. 

AR has proven effective for a business’ bottom line, as well. In fact, AR can improve click-through rates to purchase by upwards of 33%.

Carolina Arguelles Navas, Snap Inc.’s Head of AR Product Strategy and Product Marketing, told me she believes augmented reality (AR) will become consumers’ preferred option when trying on products in 2022.  

As Navas puts it, “For brands, AR is the most personal way to reach people and is more effective at driving results compared to other forms of advertising and marketing.”

Navas says, “We’ve seen interest and engagement with AR explode over the last two years, and have over 200 million Snapchatters engaging with augmented reality every day. The trend is here to stay, and it’s only going to continue growing.”

If you think AR could be a good fit for your brand, Snapchat is an effective platform to test it — the social platform reaches over 90% of 13-24 year olds, and over 75% of 13-34 year olds in the U.S., including nearly one of every two smartphone users, so it’s a good opportunity to get your products in front of a large audience. 

5. Businesses in the B2B space will increase their investments in Instagram and Twitter.

Instagram and Twitter aren’t new to the social scene, but many marketers are still seeing increases in ROI across both. 

For instance, Twitter reached almost 200 million monetizable daily active users in Q3 of 2020, up 29% YoY. 

Instagram, on the other hand, experienced a nearly 14% jump between 2019 and 2020 in its users’ time spent on the app, to an average of 30 minutes per day. This was higher engagement growth than all other social platforms.

As Twitter and Instagram continue to succeed, we’ll see more marketers invest in both platforms in 2022. HubSpot’s Blog found 70% of marketing professionals plan to invest more heavily in Twitter in 2022, and 63% plan to invest more heavily in Instagram. 

In 2022, consider where you might increase your own investments to find more ROI from the platform(s) that are already serving your audiences.

6. Influencer marketing will mature in 2022.

The pandemic undoubtedly sped up the rise of “unfiltered” (or less scripted) content, as well as “everyday influencers” — such as micro-influencers and nano-influencers.

Many people trusted influencers more than brands during the pandemic. Which is why influencer marketing is a strong avenue to explore in 2022. 

When asked which trend she’s watching in 2022, HubSpot’s Senior Manager of Social Media Kelly Hendrickson told me, “I’m watching the increased and adapting use of influencers in 2022. The continued rise of influencers in spaces like TikTok, where brands have had a harder time establishing themselves, are ripe for content partnerships.”

As alignment between social media and e-commerce strengthens, we’ll see more influencer partnerships used to increase businesses’ sales. 

However, it will be important in 2022 to align with the influencers that make the most sense for your brand. This will include influencers with potentially smaller but more engaged audiences, as well as influencers who specialize in more niche topics that make the most sense for your brand. 

Gaurav Sharma, founder and CEO of Attrock, adds, “To see great results, you can run an impact-oriented influencer marketing campaign with 10-30 micro-influencers for at least 6-12 months. If you get it right, you could skyrocket your business growth quickly.”

“[And] to get a higher ROI on social media marketing, I would suggest marketers leverage influencer marketing platforms to collaborate with the micro-influencers.”

7. Social advertising will become more sophisticated. 

As Google plans to phase out cookie tracking by 2023, you’ll begin to see “the death of the third party cookie” happen in the upcoming year — which means many marketers will need to pivot their existing strategies as social advertising evolves. 

Fortunately, there are plenty of highly effective advertising options that don’t require third-party cookies. To name a few: User-generated content, targeted and personalized ads across social media platforms, email marketing, and search engine retargeting campaigns. 

Rather than using third-party cookies to define your advertising playbook, this is a good opportunity to develop a data-driven strategy using metrics to understand your users’ interests and preferences on a deeper and more personal level.

8. Businesses will invest in more long-form and short-form content, as well as live audio chat rooms. 

It’s no surprise that video is an increasingly popular format across social channels, particularly with the rise of video-focused platforms like TikTok. 

The HubSpot Blog found 64% of marketers plan to leverage more short-form videos in 2022. Snackable content has been proven effective, so these short-form videos will likely be brief, engaging, digestible pieces of content that span across social channels. 

Additionally, 89% of marketers who leverage long-form videos plan to increase their investment or continue investing the same amount in 2022, according to HubSpot Blog Research.

All of which is to say: If you haven’t already invested in short or long-form video, try testing both as we enter the new year to determine which option your audience prefers. 

Additionally, roughly half of marketers plan to invest more in live audio chat rooms such as Clubhouse or Twitter Spaces in 2022. 

Consider how you might leverage alternative forms of content in 2022. Beyond visual elements like videos and posts, test out audio content to see if there’s an interest from your buyer persona. 

9. Social selling demands will grow.

Over the past few years, social platforms have worked hard to create native shopping experiences so users can purchase products without ever leaving their sites.

Consider, for instance, Instagram’s Shoppable Stories, where you can tap on a product sticker to purchase without leaving the app. 

Other platforms have invested in native advertising to ensure a more seamless experience for users. TikTok, for instance, created an advertising format called Spark Ads, which allows brands to boost the profile of existing organic content.

As we enter 2022, we’ll see more brands leverage social selling to reach users whenever — and wherever — they’re ready to buy. If your users prefer purchasing your products from Instagram, why not let them? 

10. Consumers will crave snackable content.

In 2020, we saw the rise of TikTok and Instagram Reels, continued engagement on Stories content from Facebook, Instagram, and Snapchat, and brands creating other short-form or “snackable” pieces of content to educate consumers about their brand. 

As social media attention spans continue to shrink and more people scroll endlessly through feeds while bored at home, don’t expect snackable content to lose steam anytime soon. 

To learn more about four types of snackable content your brand should leverage next year, check out this helpful post. 

Which Trends are Losing Steam?

Now that we’ve covered a few trends that will take off in 2022, let’s explore a few trends that seem to be losing steam. 

1. Ephemeral Content

HubSpot Blog Research found that 67% of B2B and 41% of B2C marketers say they’ll stop using ephemeral content (i.e. disappearing content, such as Instagram Stories) in 2022. 

It’s difficult to create high-quality, engaging content, so some marketers might find it’s not worth the effort to create content that will disappear in 24 hours. If you find your ROI isn’t high enough for ephemeral content, consider testing out longer-term types of content, like videos or posts. 

2. Interviews and Expert Discussions

Finally, HubSpot Blog Research found 48% of B2B and 56% of B2C marketers say they’ll stop conducting interviews, podcasts, or expert discussions. 

Interviews, podcasts, and expert discussions can be incredibly effective for increasing brand awareness or reaching new audiences — but it’s also time-consuming, and it can be difficult to track metrics related to sales.

Some marketers may have decided that the cost for production wasn’t worth it for their businesses, particularly if their specific audience isn’t interested in listening to long-form audio content. 

Starting a podcast makes a lot of sense for some brands, but others might find better ROI with other marketing strategies, such as video or email marketing. Ultimately, you’ll want to do what’s best for your audience. 

How to Capitalize on 2022 Social Media Marketing Trends

Now that we’ve covered some of the most popular social media trends you’ll see in 2022, let’s recap steps you can take to leverage these trends to boost your own social activity. 

Here are a few steps your social team can take to leverage these trends, attract new audiences, and build a larger following:

• Leverage video whenever possible. People love video right now, especially live video content, which feels especially authentic. Test out live video channels like IGTV or Facebook Live to see how they perform. 
• Create relatable content. Don’t be afraid to show a different side to your brand. Highlight customer stories; talk about your company’s larger mission or purpose; give us a ‘day in the life’ of one of your employees. Go beyond your product or service to create a deeper connection with your audience.
• Use a conversational tone. Create social media captions like you’re speaking to a friend. Of course, you’ll want to stick to your brand’s voice, but play around with how you might converse with your audience through social channels. Consider asking your followers questions or telling stories to increase engagement levels. 
• Use design elements for snackable content. Test out memes, gifs, short videos, quick quizzes, fun infographics, etc. to figure out how you might attract, and hold, an audience’s attention even when they’re scrolling quickly through their feeds. 
• Quality over quantity. No need to post once a day. Audiences appreciate quality over quantity — consider how you might set up a schedule so you’re regularly posting content but not overposting. Use analytics to determine the right cadence for your own brand. 

Finally, consider exploring new or unexpected social platforms to reach new audiences.

As HubSpot’s Senior Manager of Brand Social Kelly Hendrickson told me, “I expect we’ll see brands further exploring channels outside of the pay-to-play kingpins: Facebook and Instagram. With ongoing public scrutiny, a lengthy outage, and increased concern around data privacy when it comes to Facebook, brands may turn to channels that their audience trusts — channels like Reddit, Pinterest, and Discord.”

Navigating Social Media in 2022

Today, the world around us is constantly changing. And, although we think we know what to expect with social media, this list of trends is likely not exhaustive of what we’ll see in 2022.

As a social media marketer, the best thing you can do is to continue to research trends, online consumer behaviors, and your team’s social media data to determine which trends or strategies to lean into or how to navigate unprecedented online scenarios. 

One great place to start doing this research could be our HubSpot and Talkwalker’s recent Social Media Trends Report.

Along with insights and quotes from social media experts, our Social Media Trends Report walks through all the major 2022 trend predictions to know about, and how your brand can keep up. To see the free report, click here or the banner below.

Instagram has finally surpassed 1 billion users. Yes — that’s a billion with a B.

If your audience is active on the platform, the right ad can captivate their attention, drive leads, and, ultimately, increase your revenue.

But advertising on Instagram is more than posting a great picture. You need to set up campaigns, target the right audience, build a budget and posting schedule, and monitor performance — just to name a few.

To simplify the process, we’ve pulled together a checklist to help you set up a campaign, one step at a time.

How to Create Instagram Ads: A Step-by-Step Guide to Advertising on Instagram

If you’ve ever set up a Facebook ad, you’re about 75% of the way there. After Facebook acquired Instagram back in 2012, the platforms conveniently merged, making setting up Instagram and Facebook ads merely the difference of a couple clicks. So even though your intent is to run ads on Instagram, all of the ad setup, budgeting, scheduling, and creation is done through Facebook’s platform.

To start, log into your company’s Facebook portal and select the account you wish to use. (Note: To run ads on Instagram you’ll need to use a Facebook Page. Pages are specifically for businesses, brands, and organizations, while regular Facebook accounts are for personal use.)

1. Select an editor and create your campaign.

You can create Instagram ads using a few different tools:

• Ads Manager
• Power Editor
• Facebook Ads API

When choosing which tool to use, you’ll want to consider both your company size and the number of ads you plan to run at once. If you’re managing a large number of campaigns, or you’re looking for really precise control over your campaigns, you might want to lean towards the Power Editor. However, the Ad Manager suits most marketers’ needs, so that’s what we’ll use for the sake of this article. (For more on the Facebook Ads API option, check out this page.)

Once you’ve selected an editor, you’ll see an option to either view all campaigns, or create a new one. To get started with an Instagram ad, you’ll want to create a new campaign.

2. Determine an objective.

You’ll notice that there are several different campaign objective options to choose from here. However, in order for your ad to be eligible to appear on Instagram, you’ll have to choose from a slightly shorter list:

• Boost your posts
• Send people to your website
• Increase conversions on your website
• Get installs of your app
• Increase engagement in your app
• Get video views

For this article, we’re going to select: “Traffic.”

When you select this option, you’ll be prompted to name your campaign. This may seem like a simple task (and it is) but it’s a good idea to have some sort of naming convention or set process within your company. This will make it easier for you to keep campaigns straight as you continue to create them.

Here at HubSpot, we like to name them in this format:

Company Department | Content/Offer/Asset Being Advertised | Date | Name of Creator

3. Choose your audience.

If you’re just starting out with Instagram advertising, odds are you won’t know exactly which audience you want to go after. This will come with time, and you may just have to play around with it at first. (If you want tips to help you choose the right audience, check out this page.)

During this step, you’ll find that the platform’s built-in targeting can be as simple or as extensive as you need it to be, with options such as:

• Location
• Age
• Gender
• Language
• Relationship
• Education
• Work
• Financial Status
• Home
• Ethnic Affinity
• Generation
• Parents
• Politics (U.S. only)
• Life Events
• Interests
• Behaviors
• Connections

You can create what’s called a custom audience to reach people who’ve already interacted with your business, or a lookalike audience to reach new people on Facebook who are similar to your most valuable audiences.

The ads platform also allows you to save the audience you create to be used again at a later time, which can be good if you’re experimenting and want to remember the exact audience you used for certain campaigns.

In terms of the objective we selected — “send people to your website” — we’ll want to target a more specific group of people: the type of people who are actually going to be interested in the content we present.

To do this, you’d jump down to the “Detailed Targeting” section, and search for different demographics, interests, or behaviors that apply to your target audience. Here’s an example of a (very small) audience, just to show you the different ways you can target certain people:

To give you a sense of the audience you’ve chosen, Facebook provides an “audience definition gauge.” This gives you immediate feedback on how narrow or broad your audience is, as well as the estimated reach number of your ad. Since we didn’t add very much criteria to our targeting, you’ll notice that the audience appears “fairly broad.”

4. Set your placement.

This step is the biggest differentiator between setting up Facebook ads vs. Instagram ads. To move forward with the Instagram ad, you’ll want to uncheck all the boxes except for “Instagram.”

5. Make your budget and schedule.

You have the option to select either a daily budget or a lifetime budget for your campaign. The difference is this:

• Daily budget sets your ad up to run continuously throughout the day, meaning that the algorithm will automatically pace your spending per day. Keep in mind that there is a minimum daily budget depending on different factors in your campaign, usually around $1.00.
• Lifetime budget sets your ad up to run for a specified length of time, meaning the ads algorithm paces your spending over that entire time period.

The other aspect to setting your budget is setting your schedule. You’ll need to choose exactly when you want your campaign to start and finish running, down to the minute. There are also options to set parameters so that your ad runs only during certain hours of the day or during specific days of the week. You can find these options in the “Ad Scheduling” section.

Then, you can set your ad up for delivery.Here, you have three options that will influence who sees your ads.

• Link Clicks: Your ads will be delivered accordingly to get the most clicks to your website at the lowest cost. This is all based on the platform’s algorithm.

• Impressions: Your ads will be delivered to people as many times as possible. Ever see the same ad on your newsfeed all day long? That company is most likely using this option.
• Daily Unique Reach: Your ad will be delivered to people up to once a day. People may see your ad multiple times, but at least not multiple times a day.

Then, after you choose your delivery method, you will have to figure out your bid amount.

This determines how effectively your ad is delivered. When you look “behind the scenes,” you’re competing with other advertisers trying to reach a similar audience in a constant auction.

You can choose either Manual or Automatic. Automatic leaves it up to Facebook’s algorithm to deliver your ad — ideally getting you the most clicks for the lowest cost. Manual allows you to set a price for link clicks. If a link click is worth a lot to you, try setting a higher than suggested bid, and your ad will be displayed over a competitor with a lower bid.

You can choose to pay based on impressions or link clicks. This is up to you.

After that, you can schedule your ads. Here are the options you have for delivery:

• Standard: shows your ads throughout the day.
• Accelerated: helps you reach an audience quickly for time-sensitive ads.

(Note: the accelerated delivery option requires manual bid pricing.)

Finally, you’ll have to name your ad set so you can identify it in Ads Manager later.

6. Curate your ad creative.

This is where your creativity comes in. Here you’ll decide what you want your ad to look like, which will depend on your original objective, of course.

(Psst — Want to get a stunning Story auto-magically created for your brand? Check out StoriesAds.com, a free Instagram Story generator from HubSpot and Shakr. Click here to get started.)

On Instagram, you have a couple different options for your ad:

Single image or video, carousel, or collection.

Source

 

 

 

 

 

View this post on Instagram

 

 

 

 

 

 

 

 

 

 

 

A post shared by cocokind (@cocokind)

Up to five images or videos for the viewer to scroll through, at no extra cost.

Source

We actually ran some tests to see which type of ad performed the best for different purposes. Check out the results in here.

Once you pick your ad type, click on it and you’ll be prompted to browse and upload your imagery, whether that be images or a video.

For any ad type, the Facebook ads platform recommends you don’t include more than 20% of text. Previously, an ad with over 20% of text wouldn’t even be approved to run, but it has recently changed to more of a suggestion than anything. Learn more about the rules and guidelines here.

Some requirements for Instagram ad imagery:

File Type

• .jpeg
• .png

Text/Caption

• Recommended: 125 characters
• Maximum: 2,200 characters

Square Image or Video ad

• Recommended Image Size: 1080 x 1080 pixels
• Minimum Resolution Accepted: 600 x 600 pixels
• Image Aspect Ratio: 1:1

Landscape Image or Video ad

• Recommended Image Size: 1200 x 628 pixels
• Minimum Resolution Accepted: 600 x 600 pixels
• Image Aspect Ratio: 1:1

7. Build your page links.

The next step is to build your page and set up links. Select the Facebook Page of the account you want your ads to come from, even if you’re not planning on running them on Facebook. (If you’ve made it this far in the Ads Manager, you are already logged into a Facebook account.)

However, since our intent is to post ads on Instagram, you’ll need to connect your Instagram account to your Facebook ad account. To do so, click “Add Account” (you’ll need your Instagram username and password to do so).

If your business doesn’t have an Instagram account, you can still run ads on Instagram — they’ll just come from your business’ Facebook Page instead. In other words, your Facebook Page name and profile picture will be used to represent your business within your ad as it runs on Instagram.

Next is a very important step: putting in the website URL to which you’re trying to drive more traffic. If you’re using marketing automation software, be sure to create a unique tracking URL with UTM parameters for this to ensure that you’ll be able to keep track of traffic and conversions from this ad.

(HubSpot customers: Learn more about creating a tracking URL here.)

Next, you’ll add a headline. This is not usually displayed to viewers of your ad on Instagram, but it’s always a good idea to complete it just in case. Enter a brief headline describing where people will visit.

After making a headline, you’ll add a caption.

You have up to 2,200 characters — but you don’t have to use all of them.Facebook recommends you keep your text under 125 characters, which is the amount that’s displayed without needing to click “more.”

Select a Call-to-Action.

There are several different options for your CTA button, depending on what the page you’re taking visitors to looks like. You can choose to have no button, or select any of the following:

• Learn More
• Apply Now
• Book Now
• Contact Us
• Download
• Hope Now
• Sign Up
• Watch More

For our sake, we’ll stick with “Learn More,” as we’re just driving people to our website.

Once your image is uploaded and your text is set, check out the preview of your ad to make sure everything looks right.

At this point, you’ll have the option to edit the “Advanced Options,” but only if you wish. Advanced Options include adding tags, changing your display link, entering URL parameters, setting up sponsors, and opting in or out of pixel tracking.

Then, you’re ready to place the ad! Click the green button to confirm, and your ad will be presented to the world.

8. Report on the performance.

Once your ads are up and running on Instagram, it’s important to keep an eye on how they’re doing. You can go back in and tweak most aspects of the ad, so if you catch a mistake you made or your image isn’t doing as well as you’d like it to, you can go in and alter these things.

You can look at results of your ads in two places:

• The Facebook Ads Manager
• Your marketing software

In the Ads Manager:

There’s a sophisticated and extensive dashboard that provides users with an overview of all their campaigns. Without customizing any settings, you’ll find data on reach, cost per result, and amount spent.

In the upper right-hand corner, you’ll see a button that says “Columns: Performance.” If you click the drop down menu, there’s an option to customize columns, which allows you to choose the specific data you want to see. There’s data ranging from CPC or CTR, to things much more specific like “Adds to Cart” for ecommerce stores.

Here are the categories that the available metrics fall into:

• Performance (reach, results, frequency, etc.)
• Engagement (post likes, post comments, post shares, etc.)
• Videos (video views, average percent of video viewed, etc.)
• Website (checkouts, payment details, adds to cart, etc.)
• Apps (installs, engagement, cost per app engagement, etc.)
• Events (event responses, cost per event response, etc.)
• Clicks (unique clicks, social clicks, CTR, CPC)
• Settings (start date, end date, ad set name, delivery, bit, ad ID, and objective)

With your marketing software:

With so many metrics to track, it can be easy to lose sight of the big picture. To truly track your success, take advantage of your marketing software and the UTM codes you used in your ads to measure your ads’ full-funnel effectiveness.

Looking at the specific tracking codes through your marketing software will help you keep track of how many leads (or better yet, customers) you actually generated through your Instagram advertising campaign. This ROI information can then be used to inform other campaigns down the line.

If you’re a HubSpot customer, you can create unique tracking codes for your Instagram campaign by following the instructions here. All you’ll need to do is plug in the URL, attach a campaign, and choose the source you want the URL to be attributed to in your Sources Report.

Once your ad launches and you start getting traffic and conversions to your website, you’ll be able to easily track how many visits, contacts, and customers you’re generating.

With over 1 billion monthly users, there’s no denying Instagram’s power and reach. In fact, it’s become the go-to place for businesses to engage with their audience. But to get the most bang for your buck, it’s essential to set up your ad campaigns correctly — and optimize them even after you click “Publish.”

TikTok.

Clubhouse.

Twitch.

These are just some of the many new social media apps we’ve seen grow in popularity over the past year — and that’s along with all the ‘oldies but goodies’ like Instagram, Facebook, and Twitter.

The expanding list of popular social media platforms undoubtedly makes a social media marketer’s job harder: Which platforms will provide the highest ROI? Where’s your audience hanging out? And which ones aren’t worth the effort?

As the social landscape changes, HubSpot’s Blog team surveyed over 500 marketers to determine the biggest challenges social media marketers will face in 2022 — and how to prepare.

Let’s dive in.

5 Social Media Challenges Brands are Facing in 2022

1. Determining on which platform(s) you should market your brand.

In 2022, 26% of marketers say their biggest challenge will be determining which platform(s) they should invest time and resources.

This makes sense: The most popular social platforms aren’t always the best fit for your brand or business goals, so it can be difficult to determine which apps you should include in your marketing strategy.

To choose the right platforms for your brand, HubSpot’s Senior Manager of Social Media Kelly Hendrickson told me, “It all comes down to your audience. Who is your audience, and where do they spend their time on social media?”

She adds, “[Most] platforms share broad audience demographics data, so even without a study, you may be able to figure out where your low hanging fruit is. If it’s a bit harder to test out a few hashtags related to your business on various platforms to see where your audience is already participating.”

Alternatively, it’s helpful to consider which types of content your audience prefers. For instance, if you’ve conducted market research and found your buyer persona enjoys video content, then you’ve narrowed down your platform(s) to video hosting apps like YouTube, TikTok, and Instagram Stories — to name a few.

Finally, keep in mind your social media goals when choosing your platform. For instance, if your primary goal is to increase sales, then perhaps you want to test out targeted, personalized Facebook ads. If, alternatively, you’re hoping to expand your brand awareness, you might test out some newer platforms like TikTok or Clubhouse.

Additionally, in regards to TikTok, Instagram Reels, or Snapchat, Hendrickson told me, “The data shows that generally each of these channels skews towards a younger audience base. While that may seem less opportunistic if your audience is older, just remember, your audience of tomorrow may be on these platforms.”

2. Creating engaging content.

As a content creator, I can tell you firsthand: Creating content is hard.

And, apparently, most marketers agree. In fact, 24% of marketers say creating engaging content will be their biggest challenge in 2022.

Creating high-quality social media content is time-consuming, so consider how you might get the most bang for your buck by repurposing content across channels. For instance, if you take the time to create a 10-minute YouTube video on a topic, cut short snippets from the video to repurpose on short-form channels like Instagram Stories, Snapchat, or TikTok.

You can also create a social media post with some of the information you researched for the video.

Additionally, Rachael Samuels, the Senior Manager of Social Media at Sprout Social, believes dedicating time, resources, and headcount towards social media is vital for long-term success.

As she puts it, “The social landscape is becoming increasingly saturated with new networks and seemingly endless potential audiences to engage. Social teams of one are no longer enough to keep up with the demand.”

Samuels adds, “As consumer preferences and expectations continue to grow in the year ahead, social marketers require greater investment in their teams and resources to be successful. To get ahead of this challenge, brands must ensure social is prioritized as a critical communication tool and provide their teams with the resources needed to produce creative, relevant, and authentic content.”

Additionally, to truly see ROI from your social efforts, you’ll want to take the time to integrate it into every stage of the customer journey. Perhaps you can use certain platforms for support for existing customers, whereas you use others to reach new audiences.

Samuels says, “Having an integrated marketing plan that addresses social media at each touchpoint of the customer journey is critical for overall business success. When brands fail to invest in social and their respective teams, they run the risk of losing customers and perpetuating burnout.”

3. Finding ideas for new content.

23% of the marketers report that finding ideas for new content is their biggest challenge heading into 2022.

It can be tricky to consistently pitch new ideas for social platforms — particularly when social platforms feel overcrowded with content already.

While this isn’t an exhaustive list, here are a few social media content suggestions when brainstorming ideas for your 2022 calendar:

• Post your new blog on your Instagram Stories.
• Conduct a poll on Instagram.
• Share user-generated content on Twitter.
• Create and share website content on Facebook.
• On LinkedIn, post articles/stats about your industry.
• Highlight milestones of your company on LinkedIn.
• Create graphics for Instagram and Facebook.
• Show the faces behind the company on Snapchat or Instagram.

To combat this challenge, you also might consider using user-generated content to spruce up your pages. Alternatively, take the time to research what types of content are trending on which platform(s).

Christina Garnett, HubSpot’s Senior Marketing Manager, Offline Community & Advocacy, suggests researching what already exists when looking for new ideas. She told me, “In his book, The Creative Curve: How to Develop the Right Idea at the Right Time, Allen Gannett writes that ‘to create something novel you must know what already exists.'”

Garnett says, “When trying to find the new you must consume and see what kind of content is already available and then look for gap opportunities. Are there questions not being answered? Different perspectives not being shared? Maybe the content exists but not in a format that is tailored for a specific learner or audience.”

Garnett adds, “Once you determine what you can create, you need to determine who needs it, and how it can best be packaged to improve their experience. Content has the same need to find product-market fit as products and solutions do. In the pursuit of the novel, you not only need to determine what doesn’t exist, but why it doesn’t. Creating for the sake of creation isn’t enough when it needs an audience.”

While this research can be time-consuming, it can enable you to position your brand as a thought leader in your industry and will undoubtedly lead to new content ideas.

4. Measuring ROI.

In some instances, measuring ROI can be relatively easy — particularly when it comes to monetary value, such as how many sales you received from a specific Facebook ad.

But when your social media goals involve more abstract concepts, such as “increase brand awareness”, it can be difficult to quantify and measure your campaign’s success.

22% of those surveyed agree that measuring ROI is their biggest challenge as they enter 2022.

Fortunately, measuring ROI across social platforms can be done, but it’s not straightforward. Take a look at HubSpot’s free lesson, How to Measure Social Media ROI, to learn more about how to track social media ROI when it comes to building brand loyalty, retaining customers, protecting your reputation, and more.

5. Creating content that generates leads.

Finally, 22% of those surveyed report creating content that generates leads to be their biggest challenge as we enter the new year.

To create a strong social media lead generation strategy, consider driving your audience from certain social platforms back to dedicated landing pages, or track clicks on specific CTAs for each campaign.

For instance, if you’re running a campaign aimed at driving revenue towards a new product offering, you’ll want to create a product landing page that you link to on each of your social profiles. Then you can track how many clicks come from each page, and alter your strategy accordingly. (If you see most clicks coming from Facebook, perhaps you put paid advertising behind your Facebook strategy.)

Alternatively, if you’re hoping to drive sign-ups for an email newsletter, you’ll want to create a CTA for social pages that drives your social audience to sign-up for your newsletter.

Social media advertising is another powerful way to generate leads through social media.

However, it’s important to keep in mind — to create truly unique social media ads, you’ll want to ensure those ads seem spontaneous and casual.

As Talkwalker’s CMO Elena Melnikova puts it, “The challenge will be brands, used to producing highly-polished commercials, creating ads that come across as spontaneous.”

“Too commercial, and this young audience will scroll past your brand, looking for the next dance routine. Read the room. Follow the trends. Be spontaneous.”

Melnikova adds, “Savvy brands will work with influencers to create content. And with the majority of TikTok influencers being Gen Z, they’ll understand how to ensure their content stands out, and increase a brand’s engagement figures.”

And there you have it! The biggest five challenges facing social media teams in 2022.

Now that you know which challenges you might be up against, take the time to brainstorm unique solutions that will help you level up your social media strategy into 2022 and beyond. 

Remember when “surfing the net” meant traversing a minefield of unwelcome pop-up ads? When “digital advertising” referred almost exclusively to obnoxious flashing banners and random sidebar ads?

Online ads have matured a lot since those days, but it’s still important to look back at the flashy, gaudy, sometimes messy origins of internet advertising to better understand where we’re headed — and where there’s still room for improvement.  

Check out a condensed history of online advertising below.

The History of Online Advertising

1994: The first banner ads appear

Image credit: Wired

On October 27, 1994, the world of advertising was forever transformed by a small graphic bearing the presumptive words, “Have you ever clicked your mouse right here? You will,” in a kitschy rainbow font. The age of banner ads had officially begun.

You can thank (or blame?) Wired magazine’s former online off-shoot HotWired for introducing the world to the enduringly ubiquitous banner ad. HotWired was a digital publication, and it needed a way to generate revenue to pay its writers.

The publication devised a plan to set aside portions of its website to sell space to advertisers, similar to how ad space is sold in a print magazine. They called the ad spaces “banner ads,” and charged advertisers an upfront cost to occupy the real estate for a set time period — very different from today’s pay-per-click model. 

AT&T paid HotWired $30,000 to place the banner ad above on their site for three months. The ad enjoyed a click-through-rate of 44% — a number that would make most marketers balk in disbelief today. To put that in perspective, the average clickthrough rate on display ads today — 22 years later — is closer to 0.06%. 

Users enticed to click the mysterious banner were transported to a very early landing page for AT&T. Visitors could click links to view information about landmarks and museums around the world to highlight the internet’s ability to transport you to different locations virtually.

Craig Kanarick, one of the digital consultants hired to work on the campaign, remembers the team’s goal was to make an ad that didn’t feel like an ad, and actually offered valuable content to users. “Let’s not sell somebody something,” he recalled thinking, “Let’s reward them for clicking on this thing brought to you by AT&T.” 

The banner ad concept blew up as a way for websites to keep their content ungated and free for users, and it wasn’t long before other companies — such as Time Inc. and CMP’s Tech web — were seeking out advertisers to lease banner space as a sustainable way to scale their sites. 

1995: Display ads become increasingly targeted 

As banner ads continued to gain popularity, advertisers became increasingly interested in targeting specific consumer demographics, rather than just placing their ads wherever space was offered and hoping the right people would see it. This led to the beginning of targeted ad placement.

WebConnect, an ad agency that specialized in online ads, began helping their clients identify websites their ideal consumers visited. Now, companies could place ads where their target demographics were more likely to see them.

This was nothing short of revolutionary in the digital advertising space. Not only were companies reaching more relevant audiences, but websites hosting the ads were also able to display banners that were more applicable to their visitors.

WebConnect also introduced the CustomView tool, which capped the number of times a particular user was shown a single banner ad. If a user had already seen an ad a certain number of times, they would be shown another ad instead.

Users tend to stop noticing a banner ad after they’ve seen it before, so capping the number of times a user sees an ad helped early online advertisers prevent “banner fatigue.” Ad frequency capping is still a common display ad tactic advertisers use today. 

1996: ROI tracking tools begin to improve 

In 1996, banner ads plastered the internet, but advertisers still didn’t have a good process to determine if these ads were actually driving tangible results for their businesses. Marketers needed a way to more efficiently manage their display ad campaigns across multiple websites and report on how users were interacting with their ads.

Doubleclick emerged on the scene as one of the first ROI tools for banner ad campaigns. They offered advertisers a new service called D.A.R.T. (Dynamic Advertising Reporting & Targeting), which enabled companies to track how many times an ad was viewed and clicked across multiple websites.

The most impressive feature of D.A.R.T. was the fact that advertisers now had the ability to track how their ads were performing and make changes to a live campaign. Previously, advertisers needed to wait until a campaign was completed before they could analyze the results and optimize their next banner for better performance. If an ad was performing poorly, they were forced to wait it out.

With Doubleclick, advertisers could see if an ad’s performance was suffering midway through a campaign, and they had the option to make changes. For example, if a marketer noticed their ad was underperforming on one website, they could remove the ad and devote those resources to another website where the ad was performing better.

Doubleclick’s success also gave rise to a new pricing model for online advertising: Cost per impression (CPM). Previously, websites were paid a flat fee to host banner ads for a predetermined time period. With improved ad tracking, banner pricing transitioned towards an ROI-based model.

1997: Pop-up ads quickly rise and fall 

It would be an understatement to say that pop-up ads suffer from a poor image problem. They’ve been called internet’s original sin and the most hated advertising technique, and one of the original developers has even apologized for creating the underlying code that unleashed them upon unsuspecting web surfers. Even so, these much-maligned ads hold an undeniable place in the history of online advertising.

So who created the very first pop-up? Before you get your pitchforks and torches out, you should know their intentions were good. Ethan Zuckerman, then a developer for Tripod.com, is widely credited with creating the code that enables pop-up ads to open up a new browser window.

“It was a way to associate an ad with a user’s page without putting it directly on the page, which advertisers worried would imply an association between their brand and the page’s content,” Zuckerman wrote in the Atlantic.

Amidst dwindling banner ad clickthrough rates in the late 1990s, pop-up ads first seemed like a way to save online advertising and capture the attention of increasingly ad-blind users. And while pop-ups did force users to pay attention, they didn’t actually translate to real ROI. By the early 2000s, it was standard for web browsers to come with pop-up blocking features.

1999 – 2002: Advertisers turn to paid search and pay-per-click

By this time, the web was expanding rapidly and users needed a better way to navigate the terrain. With search engines steadily gaining popularity, advertisers looking to create ads that were more targeted and less loathsome turned to sponsored search as the next digital advertising frontier.

In 1999, GoTo.com — an emerging search engine company that would later be acquired by Yahoo — introduced the first pay-for-placement search engine service. Advertisers were given the opportunity to bid for top search engine results on particular keywords. Despite some initial outcries that paid search would lead to corrupt results, GoTo.com was able to monetize their search engine through the model.

Pay-for-placement eventually evolved into pay-per-click. Companies bid on search result placement on a per-click basis: e.g., I’ll pay GoTo.com $1 per click if you put my company as the top search result. This led to search results that were largely determined by how much a company was willing to pay. The highest bidders were usually listed first, even above more relevant content, and it was unclear to users which results were paid and which were organic content.

The user experience of paid search was suffering, and one up-and-coming search engine thought they could fix it. Google introduced AdWords in 2000, originally under a pay-for-placement ad model. Google wanted to create a sponsored search experience that generated revenue without compromising the quality and relevancy of search results.

While previous paid search models like GoTo.com relied on bids from advertisers to determine search rankings, AdWords introduced a Quality Score model, which took into account an ad’s clickthrough rate when determining its placement on the search results page. Even if an ad had a lower bid, it would still appear above other, less relevant paid ads in search results thanks to its high clickthrough rate. The Quality Score model is still used today.

2006: Digital ads become hyper-targeted

As social media platforms picked up steam in the mid 2000s, advertisers sought a way to integrate ad content in a way that was both effective and non-intrusive. Marketers wanted a plan of action to reach younger internet users who were increasingly unswayed by banner ads and spending most of their internet time on social networks.

After previously resisting ads on its site, Facebook started working with advertisers in 2006 as a way to increase the young company’s profitability. They started with small display ads and sponsored links, and eventually moved onto ads targeted to a user’s demographics and interests. Despite some controversies along the way, Facebook has proven itself to be a targeted ad pioneer, changing the way that companies reach their desired audiences online.

“Our strategy is much less [about] increasing the volume of ads and much more about increasing the quality of the content and the quality of the targeting to get the right content to the right people,” Facebook founder Mark Zuckerberg said in 2014.

Targeting consumers with relevant ads — rather than bombarding them with a large volume of ad content — has become a standard practice for online advertisers, particularly on social media. Beyond Facebook’s targeting efforts, other social networks such as Twitter, YouTube, and Google+ focus on providing an advertising experience for users that doesn’t feel aggressive or impersonal.

2010 – present: Marketers find value in native ads

Around this time, a new group of media companies began to emerge. Websites like BuzzFeed and Mashable presented advertisers with new opportunities to connect with their audiences through sponsored content and native advertising. 

Advertisers pay to produce articles, videos, and other types of content for news, media sites, and Google.

While the goal of the content is to promote the business, the format looks and feels less like an ad and more like a regular piece of content on the host’s website.  

Instead of relying on ads that disrupt their target audience’s online experience, native advertising allows marketers to create promotional content that supplements a user’s online experience. “Marketers interested in targeting ads to specific consumers in an unobtrusive fashion should seriously consider spending some time on native,” Mimi An concluded in a HubSpot Research study on native advertising.

Websites that traditionally generated revenue from display ads began to realize that they could create a better user experience by relying primarily on native ads — rather than traditional display ads — without compromising on ad revenue. 

The Future of Advertising

That’s a look back at the history of online advertising — but what about the future?

According to recent data from HubSpot Research, 91% of respondents say ads are more intrusive today compared to just two to three years ago. It’s clear that the future of digital advertising pivots on developing a targeted ad experience that offers consumers relevant content without feeling nosy or invasive.

To get the full scoop on the current state of digital advertising and how your company can keep its ad strategy relevant, download HubSpot’s State of Inbound report here.

Remember when “surfing the net” meant traversing a minefield of unwelcome pop-up ads? When “digital advertising” referred almost exclusively to obnoxious flashing banners and random sidebar ads?

Online ads have matured a lot since those days, but it’s still important to look back at the flashy, gaudy, sometimes messy origins of internet advertising to better understand where we’re headed — and where there’s still room for improvement.  

Check out a condensed history of online advertising below.

The History of Online Advertising

1994: The first banner ads appear

Image credit: Wired

On October 27, 1994, the world of advertising was forever transformed by a small graphic bearing the presumptive words, “Have you ever clicked your mouse right here? You will,” in a kitschy rainbow font. The age of banner ads had officially begun.

You can thank (or blame?) Wired magazine’s former online off-shoot HotWired for introducing the world to the enduringly ubiquitous banner ad. HotWired was a digital publication, and it needed a way to generate revenue to pay its writers.

The publication devised a plan to set aside portions of its website to sell space to advertisers, similar to how ad space is sold in a print magazine. They called the ad spaces “banner ads,” and charged advertisers an upfront cost to occupy the real estate for a set time period — very different from today’s pay-per-click model. 

AT&T paid HotWired $30,000 to place the banner ad above on their site for three months. The ad enjoyed a click-through-rate of 44% — a number that would make most marketers balk in disbelief today. To put that in perspective, the average clickthrough rate on display ads today — 22 years later — is closer to 0.06%. 

Users enticed to click the mysterious banner were transported to a very early landing page for AT&T. Visitors could click links to view information about landmarks and museums around the world to highlight the internet’s ability to transport you to different locations virtually.

Craig Kanarick, one of the digital consultants hired to work on the campaign, remembers the team’s goal was to make an ad that didn’t feel like an ad, and actually offered valuable content to users. “Let’s not sell somebody something,” he recalled thinking, “Let’s reward them for clicking on this thing brought to you by AT&T.” 

The banner ad concept blew up as a way for websites to keep their content ungated and free for users, and it wasn’t long before other companies — such as Time Inc. and CMP’s Tech web — were seeking out advertisers to lease banner space as a sustainable way to scale their sites. 

1995: Display ads become increasingly targeted 

As banner ads continued to gain popularity, advertisers became increasingly interested in targeting specific consumer demographics, rather than just placing their ads wherever space was offered and hoping the right people would see it. This led to the beginning of targeted ad placement.

WebConnect, an ad agency that specialized in online ads, began helping their clients identify websites their ideal consumers visited. Now, companies could place ads where their target demographics were more likely to see them.

This was nothing short of revolutionary in the digital advertising space. Not only were companies reaching more relevant audiences, but websites hosting the ads were also able to display banners that were more applicable to their visitors.

WebConnect also introduced the CustomView tool, which capped the number of times a particular user was shown a single banner ad. If a user had already seen an ad a certain number of times, they would be shown another ad instead.

Users tend to stop noticing a banner ad after they’ve seen it before, so capping the number of times a user sees an ad helped early online advertisers prevent “banner fatigue.” Ad frequency capping is still a common display ad tactic advertisers use today. 

1996: ROI tracking tools begin to improve 

In 1996, banner ads plastered the internet, but advertisers still didn’t have a good process to determine if these ads were actually driving tangible results for their businesses. Marketers needed a way to more efficiently manage their display ad campaigns across multiple websites and report on how users were interacting with their ads.

Doubleclick emerged on the scene as one of the first ROI tools for banner ad campaigns. They offered advertisers a new service called D.A.R.T. (Dynamic Advertising Reporting & Targeting), which enabled companies to track how many times an ad was viewed and clicked across multiple websites.

The most impressive feature of D.A.R.T. was the fact that advertisers now had the ability to track how their ads were performing and make changes to a live campaign. Previously, advertisers needed to wait until a campaign was completed before they could analyze the results and optimize their next banner for better performance. If an ad was performing poorly, they were forced to wait it out.

With Doubleclick, advertisers could see if an ad’s performance was suffering midway through a campaign, and they had the option to make changes. For example, if a marketer noticed their ad was underperforming on one website, they could remove the ad and devote those resources to another website where the ad was performing better.

Doubleclick’s success also gave rise to a new pricing model for online advertising: Cost per impression (CPM). Previously, websites were paid a flat fee to host banner ads for a predetermined time period. With improved ad tracking, banner pricing transitioned towards an ROI-based model.

1997: Pop-up ads quickly rise and fall 

It would be an understatement to say that pop-up ads suffer from a poor image problem. They’ve been called internet’s original sin and the most hated advertising technique, and one of the original developers has even apologized for creating the underlying code that unleashed them upon unsuspecting web surfers. Even so, these much-maligned ads hold an undeniable place in the history of online advertising.

So who created the very first pop-up? Before you get your pitchforks and torches out, you should know their intentions were good. Ethan Zuckerman, then a developer for Tripod.com, is widely credited with creating the code that enables pop-up ads to open up a new browser window.

“It was a way to associate an ad with a user’s page without putting it directly on the page, which advertisers worried would imply an association between their brand and the page’s content,” Zuckerman wrote in the Atlantic.

Amidst dwindling banner ad clickthrough rates in the late 1990s, pop-up ads first seemed like a way to save online advertising and capture the attention of increasingly ad-blind users. And while pop-ups did force users to pay attention, they didn’t actually translate to real ROI. By the early 2000s, it was standard for web browsers to come with pop-up blocking features.

1999 – 2002: Advertisers turn to paid search and pay-per-click

By this time, the web was expanding rapidly and users needed a better way to navigate the terrain. With search engines steadily gaining popularity, advertisers looking to create ads that were more targeted and less loathsome turned to sponsored search as the next digital advertising frontier.

In 1999, GoTo.com — an emerging search engine company that would later be acquired by Yahoo — introduced the first pay-for-placement search engine service. Advertisers were given the opportunity to bid for top search engine results on particular keywords. Despite some initial outcries that paid search would lead to corrupt results, GoTo.com was able to monetize their search engine through the model.

Pay-for-placement eventually evolved into pay-per-click. Companies bid on search result placement on a per-click basis: e.g., I’ll pay GoTo.com $1 per click if you put my company as the top search result. This led to search results that were largely determined by how much a company was willing to pay. The highest bidders were usually listed first, even above more relevant content, and it was unclear to users which results were paid and which were organic content.

The user experience of paid search was suffering, and one up-and-coming search engine thought they could fix it. Google introduced AdWords in 2000, originally under a pay-for-placement ad model. Google wanted to create a sponsored search experience that generated revenue without compromising the quality and relevancy of search results.

While previous paid search models like GoTo.com relied on bids from advertisers to determine search rankings, AdWords introduced a Quality Score model, which took into account an ad’s clickthrough rate when determining its placement on the search results page. Even if an ad had a lower bid, it would still appear above other, less relevant paid ads in search results thanks to its high clickthrough rate. The Quality Score model is still used today.

2006: Digital ads become hyper-targeted

As social media platforms picked up steam in the mid 2000s, advertisers sought a way to integrate ad content in a way that was both effective and non-intrusive. Marketers wanted a plan of action to reach younger internet users who were increasingly unswayed by banner ads and spending most of their internet time on social networks.

After previously resisting ads on its site, Facebook started working with advertisers in 2006 as a way to increase the young company’s profitability. They started with small display ads and sponsored links, and eventually moved onto ads targeted to a user’s demographics and interests. Despite some controversies along the way, Facebook has proven itself to be a targeted ad pioneer, changing the way that companies reach their desired audiences online.

“Our strategy is much less [about] increasing the volume of ads and much more about increasing the quality of the content and the quality of the targeting to get the right content to the right people,” Facebook founder Mark Zuckerberg said in 2014.

Targeting consumers with relevant ads — rather than bombarding them with a large volume of ad content — has become a standard practice for online advertisers, particularly on social media. Beyond Facebook’s targeting efforts, other social networks such as Twitter, YouTube, and Google+ focus on providing an advertising experience for users that doesn’t feel aggressive or impersonal.

2010 – present: Marketers find value in native ads

Around this time, a new group of media companies began to emerge. Websites like BuzzFeed and Mashable presented advertisers with new opportunities to connect with their audiences through sponsored content and native advertising. 

Advertisers pay to produce articles, videos, and other types of content for news, media sites, and Google.

While the goal of the content is to promote the business, the format looks and feels less like an ad and more like a regular piece of content on the host’s website.  

Instead of relying on ads that disrupt their target audience’s online experience, native advertising allows marketers to create promotional content that supplements a user’s online experience. “Marketers interested in targeting ads to specific consumers in an unobtrusive fashion should seriously consider spending some time on native,” Mimi An concluded in a HubSpot Research study on native advertising.

Websites that traditionally generated revenue from display ads began to realize that they could create a better user experience by relying primarily on native ads — rather than traditional display ads — without compromising on ad revenue. 

The Future of Advertising

That’s a look back at the history of online advertising — but what about the future?

According to recent data from HubSpot Research, 91% of respondents say ads are more intrusive today compared to just two to three years ago. It’s clear that the future of digital advertising pivots on developing a targeted ad experience that offers consumers relevant content without feeling nosy or invasive.

To get the full scoop on the current state of digital advertising and how your company can keep its ad strategy relevant, download HubSpot’s State of Inbound report here.

2021 was a big year with advertisers, as they managed the remnants of the COVID-19 crisis and pandemic along with growing data privacy concerns.

So, how exactly did advertisers fare in terms of strategy, challenges, and ad spend? To help you prepare for your 2022 strategy, we’ve gathered 27 stats.

You’ll learn which strategies advertisers are leveraging today, which ones they plan to invest in, and the challenges they faced and may face in 2022.

Current Ad Strategies

• 84% of marketers’ companies run marketing campaigns and for 42% of respondents, advertising products is one of their main goals. (HubSpot Blog Research)
• This year, print advertising was a low priority for marketers, with only 19% of marketers leveraging it. It was also one of the least effective channels for advertisers. (HubSpot Blog Research)
• Paid social is a top paid channel for marketers. (HubSpot Blog Research)
• In terms of account-based marketing (ABM), paid ads were one of the top three tactics marketers used, behind creating custom content and identifying target contacts/roles. (HubSpot Blog Research)
• In 2022, 21% of marketers plan to leverage paid social for the first time. (HubSpot Blog Research)
• In 2022, around 66% of advertisers plan to respond to data depreciation by 1) learning how to leverage their data in privacy-forward ways, 2) demanding more data transparency from partners, and exploring the adoption and experimentation of artificial intelligence. (Forrester)
• Advertisers plan to leverage AI for privacy-safe targeting, identifying conversion-ready audiences, and dynamic creative optimization (DCO). (Forrester)
• Around 18% of advertisers plan to divest from print advertising and direct mail (HubSpot Blog Research)
• Some advertisers will also divest from physical ads, such as signage and billboards. (HubSpot Blog Research)

Pro-tip: For your ABM needs, consider Terminus (formerly Sigstr). The platform allows you to create and target custom account segments, keep your team in the loop through connected data and insights, and measure your success in a user-friendly dashboard.

Advertising Challenges

In the past two years, data privacy has become a top concern for both consumers and marketers. In 2020, we faced the death of the third-party cookie, with Chrome blocking this type of data tracking. In September 2021, Apple announced that the IOS 15 update will affect marketers’ ability to track user behavior.

All of this has translated into challenges in paid media and many of them listed below relate to data privacy:

• 65% of advertisers are confident in their creative assets while only 26% are confident in their targeting abilities and only 10% in media. (Forrester)
• 87% of advertisers believe traditional targeting and tracking methods are at risk today due to data privacy concerns and policies. (Forrester)
• 64% of advertisers fear a loss of consumer trust in their ads, which can translate into a decrease in brand loyalty. (Forrester)
• Most advertisers (91%) believe consumers expect more personalized and engaging ads. However, 87% of advertisers say stricter data privacy implementations have made it harder to scale personalized ad experiences. (Forrester)
• 85% of advertisers say they have a ton of data but struggle to find privacy-friendly ways to use it. (Forrester)
• In 2021, U.S. advertisers spent $153.2 billion on internet ads, $81 billion more than on TV ads. (Statista)
• Paid media is the number one place advertisers plan to allocate their marketing budget in the next year. (Not Another State of Marketing Report)
• Total ad spending declined year-over-year by 1.2%, driven by a dip in traditional ad spending. (eMarketer)
• B2B digital advertising is expected to reach $12.6 billion in 2022. (Statista)

Ad Spend and Budgeting

• In 2021, U.S. advertisers spent $153.2 billion on internet ads, $81 billion more than on TV ads. (Statista)
• Paid media is the number one place advertisers plan to allocate their marketing budget in the next year. (Not Another State of Marketing Report)
• Total ad spending declined year-over-year by 1.2%, driven by a 15.7% contraction in traditional ad spending. (eMarketer)
• B2B digital advertising is expected to reach $12.6 billion in 2022. (Statista)

Looking Forward

With data privacy becoming a big part of the conversation surrounding paid media, recent data suggests that the big focus moving forward is finding privacy-friendly ways to target users and track performance.

• In 2022, around 66% of advertisers plan to respond to data depreciation by 1) learning how to leverage their data in privacy-forward ways, 2) demanding more data transparency from partners, and exploring the adoption and experimentation of artificial intelligence. (Forrester)
• Advertisers plan to leverage AI for privacy-safe targeting, identifying conversion-ready audiences, and dynamic creative optimization (DCO). (Forrester)
• Around 18% of advertisers plan to divest from print advertising and direct mail (HubSpot Blog Research)
• Some advertisers will also divest from physical ads, such as signage and billboards. (HubSpot Blog Research)
• In 2022, 21% of marketers plan to leverage paid social for the first time. (HubSpot Blog Research)

As you think about AI and its impact on your advertising strategy, consider the ad platform AdRoll. It uses AI to personalize product recommendations on various channels, including the web and email. AdRoll also supports other tools so you can connect your ad ecosystem simply and easily.

With a purchasing power of more than $143 billion, Gen Z is expected to shake up the retail industry.

Although many in Gen Z are earning their first paychecks, entering college, or just joining the workforce, studies show that the generation shops and spends money much differently than its millennial predecessor.

While millennials and past generations were more loyal to brands, Gen Z is more interested in buying products that will give them the best value based on their price. Gen Zers also admits to being more impulsive in their shopping habits than older generations.

A Breakdown of Generation Z’s Spending Habits

When it comes to the total share of spending, Gen Z accounts for an estimated five percent in the U.S., according to Afterpay’s 2021 Next Gen Index. However, that number is expected to grow 10% by 2030, as most will be entering the workforce.

With every age group, generation Z’s spending habits declined at the onset of the COVID-19 outbreak. However, the Afterpay report reveals that Gen Z recovered faster than older generations.

So what are they doing right now? Well, they’re shopping more online.

A 2021 Consumer Culture Report by 5WPR found that Gen Z is now spending 43 minutes more per on online shopping than they did before the COVID-19 outbreak.

They (77%) say online shopping allows them to discover products from new or small companies they wouldn’t find in person. Only 38% say they prefer in-store shopping.

The number one place Gen Z lives online is YouTube. It’s where they spend their time but also where nearly half (47%) research products they’re interested in purchasing, according to the report. Instagram comes next, followed by Snapchat, then TikTok.

The report also suggests that Gen Z is the most passionate when it comes to buying products from brands that align with their values. The study found that 45% of Gen Z have boycotted a business and 36% enjoy buying products that display their social and political beliefs.

Another thing we can expect from Gen Z is their reliance on influencers to recommend products.

A 2021 Survey Monkey report found that this generation trusts influencers the most, with 11% using them as their trusted source for product recommendations – compared to 7% in millennials and 3% and lower in 40+ consumers.

To help brands market to Gen Z when they reach full purchasing power, here’s what we expect them to invest in over the next year.

5 Things Gen Z Will Spend Money On

According to a 2021 Consumer Culture Report by 5WPR, Gen Z is prioritizing electronics and technology along with health and wellness.

Conversely, Millennials and those from older generations prioritize travel and experiences, home goods, and furniture.

Based on additional research, we also found that Gen Z also pays special attention to small businesses. They are also willing to wait for a good discount before making a purchase and take advantage of buy-now-pay-later purchasing options.

Let’s dive into each category below.

1. Electronics and Technology

Gen Z will occasionally splurge on technological experiences that help them have fun, such as video games. In fact, a 2019 study found that two-thirds of Gen Z men say gaming is a “core component” of who they are.

While you might worry that Gen Z isn’t worth marketing to because they won’t splurge on your products, this age group certainly can be persuaded to make larger purchases that offer fun experiences or improve their daily lives.

But, even though they will invest in higher-priced products, Gen Z will still need thorough convincing before pulling out their wallets. It’s incredibly important for brands targeting Gen Z to create content that demonstrates why the age group needs their product, how the product could solve daily boredom or woes, and why it’s better than a competitor’s.

For example, although some consumers might consider Fitbit fitness trackers frivolous, this brand does a great job of explaining why its product can be a necessary tool to use within a fitness routine.

On social media, Fitbit gives facts about why walking and cardio – two activities the bracelet can track – are important to health. And, in a November blog post, Fitbit more deeply connected its product to health needs by discussing how its reporting software could help people communicate better with their doctors.

While Fitbit doesn’t claim its product is necessary for health, the brand shows audiences how the product can be used to help them track their fitness needs and progress.

When a pessimistic or budget-conscious Gen-Z member researches Fitbit, they might find its content informative and helpful. From there, if they’re interested in a healthier lifestyle, they might realize that Fitbit is a credible brand that could help them with their fitness needs.

2. Discounted Goods

Eighty percent of Gen Z surveyed in 5WPR’s report say they will wait for an item to go on sale before buying it.

Why is Gen Z so conscientious about their spending habits? Mounting research suggests that the age groups’ thoughts on money link directly to the economic era they were raised in.

While millennials grew up in more stable financial times, most of Gen Z’s earliest memories took place during the U.S. recession. Much of this generation grew up in highly budgeted households or saw how their families were impacted by economic troubles.

Meanwhile, a large percentage of millennials, as well as those in other age groups, are able to recollect times where their economy was booming.

Organizations including the Pew Research Center say these eras have psychologically molded how each generation thinks differently about money. While researchers believe both millennials and Gen Z are money conscious, with goals of avoiding financial instability, millennials are considered to be “more optimistic” future finances.

As Gen Z ages, studies and purchasing behaviors hint that they haven’t been able to shake their concerns of financial instability. Much research shows that to get Gen Z to invest in a product or service, the offering needs to be so valuable to them that they can justify purchasing it.

A recent Business Insider report revealed that Gen Z isn’t easily persuaded by a logo when it comes to clothing. In fact, unlike other generations, brand loyalty is one of the last things they think about when making a purchasing decision. What the generation does focus on is price and value.

In the report, a 20-year-old named Amanda Chermin explained, “I can’t afford nicer brands of clothes – I like to save and would rather have money in the bank than be broke.”

Instead of splurging on the hottest brand from New York Fashion Week, the age group is more likely to purchase cheaper clothing that’s either not from a name brand, on clearance, or re-sold.

Or they’ll buy now and pay later (BNPL).

Millennials are the leaders of the BNPL model but Gen Z is growing the fastest, accounting for 14% of users on Afterpay in the U.S.

80% of Gen Zers who use the software spend it on fashion. However, wellness, beauty, and recreation are other top categories.

Although they aren’t loyal to the same stores and brands millennials zoned in on, Gen Z still feels pressure to buy and wear clothing that’s considered good quality or fashionable. Aside from purchasing affordable clothing, the need to look their best has also led to many in Gen Z to invest in clothing rental services or try-before-you-buy shopping experiences.

Although Gen Z is expected to spend less money on clothing than other generations, researchers believe they still feel pressure to look good in front of their peers. These pressures, which might stem from social media, school, work, or social environments will still drive the age group to clothing stores or ecommerce sites. While retail marketers should expect shifts in spending behaviors from this generation, Gen Z will still buy clothing that looks good on them, is good quality, and has an affordable price.

The themes related to clothing purchases are important to keep in mind — even if you aren’t marketing clothing products. As we’ve established, Gen Zers are always looking for a good bargain and won’t use just a brand name to justify a purchase.

Regardless of how popular or well-known your brand is, you’ll still need to highlight why your products are better than cheaper versions from competitors.

Although your logo might not persuade Gen Z to buy your product, you can still use authentic brand trust and popularity to your advantage. Although Gen Z is budget-conscious, they also care about what their peers think of them. This means that they might still feel a need to splurge on a product, such as a clothing item if they know that people in their age group have it.

If you’re marketing to Gen Z, consider asking popular influencers or happy young adult customers to discuss your product on social media. An authentic product review will not only build a sense of brand trust, but it will also show Gen Z audiences that the product is popular and being used by people they follow.

From there, a Gen Z member might research or purchase a product simply because it’s more popular or has better reviews than a cheaper alternative.

3. Health and Wellness

In 2019, a survey found that Gen Z was more concerned with mental and physical health than older generations. Today, that still rings true.

Health and wellness is the second-highest category Gen Z spends on, according to 5WPR’s 2021 consumer report mentioned earlier.

In fact, this group seems to be leaders in the wellness movement building over the past few years, which promotes awareness surrounding mental health, ethical food sourcing, other related wellness issues.

For instance, WSL reported that Gen Zers are more likely to use natural remedies than traditional medications, seven points higher than Millennials. They’re also less likely to eat fast food.

The article also highlights how Gen Z also invests more (5% to be exact) in wellness than Millennials, a data point that’s reflected in 5WPR’s 2021 Consumer Culture Report.

4. Small Businesses

Since January 2020, small business spending has increased more than 260% for Gen Z on Afterpay, 80% higher than Millennials.

This conscious effort likely stems in part from the recent pandemic, as many small businesses struggled to survive.

In a June 2021 survey conducted by Sendinblue and CITE Research, 46% of Gen Z consumers said they purchased more from small businesses than pre-pandemic.

Most were driven by the ability to build a strong bond between consumers and contribute to the local economy.

Another interesting reveal is that consumers are more willing to share their data with small businesses, in exchange for discounts and deals. Another caveat is that brands must share how the information will be used.

This is great news for small businesses that are figuring out how to reach Gen Z consumers. It’s an invitation to be more transparent about your business and not be afraid to show what’s happening behind the scenes.

5. Education

Another key component of generation Z’s spending habits is education.

While millennials are one of the most highly educated age groups, Gen Z is on track to have the highest level of education.

In 2020, the Pew Research Center reported that college enrollment is more likely in Gen Zers than Millennials and Gen Xers at a comparable age. They’re also more likely to have a college-educated parent.

At this point, Gen Z’s already been shown to start saving for college at a much younger age than millennials.

As members of the generation enroll in college or begin to spend their own money, news outlets have predicted and reported bursts in school-related purchases fueled by Gen Z shoppers.

Aside from purchasing supplies, Gen Z is also likely to invest in courses or educational programs that will advance their future earnings.

From 2019 to 2020, Gen Z learners watched 50% more hours of educational content on LinkedIn. They also spend 12% more time honing hard skills on LinkedIn Learning than the average learner on the platform.

Ultimately, many researchers believe that Gen Z’s interest in academia is rooted in their need for financial stability. Many in the age group believe that a good education will lead to a great job with high pay.

As a marketer, it’s important to keep Gen Z’s budgeting and educational goals in mind. This generation wants to learn new things, is saving for college, and prioritizes investments that better their future. You’ll need to convince them that your product is worth buying – even when they’re putting most of their money into a college fund.

As you create your product promotions or campaigns, consider how your product could help or benefit the experiences of someone planning for college, college students, or young professionals.

If your product isn’t specifically geared toward education, your campaigns could zone in on how it could improve a college or work-life experience.

For example, if you’re marketing furniture, you could create a promotion that highlights products that would fit in an apartment or dorm room. Or, if you market a clothing company, you could highlight clothing items that could be worn in a job interview in a blog post on your website.

Aside from creating content that directly links your product to career interests or academics, you can also lean into Gen Z’s need to learn new things by developing educational content that teaches audiences about your industry.

After viewing your educational content, audiences might want to learn more about your product and develop a stronger sense of trust for your brand. Later, if they’re interested in buying a product related to your brand’s industry, they might consider your brand first.

If you want to leverage educational content, keep the age range of your audience in mind. While younger members of Gen Z might be primarily interested in B2C brand content due to their college or high-school age, Gen Zers entering internships or the workforce might value educational B2B content that can show them how to get ahead in their industry.

How to Market Based on Gen Z’s Spending Habits

Based on research noted above, Gen Z is less likely to splurge on frivolous products or brand names. As a marketer, hearing about these mounting studies might make you nervous.

But, in the long run, the consumer trend of putting value first shouldn’t scare or shock you. In fact, it should motivate you to ask, “How can I provide better value to my customers?“

Although Gen Z might seem more budget-conscious, this doesn’t mean they won’t buy anything from you at all. In fact, many of your most frugal prospects will still buy, invest in, or splurge on your brand’s offerings if they seem valuable, help them solve pain points, or provide a positive, memorable experience.

Ultimately, bettering your brand, focusing on the customer experience, and promoting positive company reviews will go a long way with Gen Z and all other audiences.

Editor’s Note: This post was originally published in July 2020 and has been updated for comprehensiveness.

No matter what your service or product is, you need to get in front of potential customers in order to make the sale. Many businesses put their faith in social media.

While social media platforms are an amazing way to get in front of people, they have two major drawbacks. First, you may have tens of thousands of followers on your platform of choice. However, thanks to algorithms that few (if any) humans understand, you only reach a small percentage of those followers with any given post.

Second, what happens if that platform ever goes away? Don’t think for a minute that you’ll receive a neat list of contacts. If a platform ever shuts down, your audience will evaporate in seconds.

Fortunately, knowing this is half the battle. Now that you understand that you don’t “own” your contacts through social media, it’s time to look at how to safeguard your audience and take ownership of and responsibility for their contact information and data.

This is called Database Marketing and you’re about to learn why it’s essential to your business as well as how to utilize it properly.

What is database marketing?

Before our digital landscape became as vast as it is, businesses would collect names and addresses and send out direct mail pieces like postcards, brochures, flyers, etc. to potential and existing customers.

While traditional direct marketing still exists and can be an asset to your business, digital options give business owners a world of choice when it comes to reaching their audience. It allows you to figure out how customers want to be marketed to and then give them what they want.

Database Marketing is where businesses collect customer data such as:

• Names
• Addresses
• Phone numbers
• Purchase history
• Customer support history

Once collected, this information is used to create personalized experiences for each customer and house personal and buying information about them.

The Benefits of Database Marketing

Now that you understand what database marketing is, you can determine if it’s right for you.

Hint: It’s probably right for you.

No matter the size of your business, keeping your database fresh, constantly adding to it, and nurturing it is absolutely essential to your business success. You’ll see a variety of benefits, such as:

1. “Own” your contacts.

Information is power, and when you put all of the power in the hands of social media platforms, you put your future in jeopardy. Social media is wonderful and should be a part of your marketing plan, but it shouldn’t be the whole plan.

2. Speak directly to your audience members.

It’s so loud out there! It’s impossible to turn on the television or the radio, or surf the web without being bombarded with marketing and sales messages touting the next best thing that you absolutely must have.

These messages are meant to cast a wide net and reel in any customers they can. You, however, are savvy. You know that in order to be “heard” above the noise, you’ll need to adjust your messaging to your specific audience. Database marketing allows you to do this.

3. Identify avatars or buyer personas.

Who is your best customer? How do they live? What keeps them awake at night? What problem of theirs have you been able to solve? Where can you find more people just like them?

Database marketing allows you to understand your ideal customer and then target individuals who “look” just like them on paper.

4. Segment your buyers.

Create different “audiences” based on their demographics, behaviors, and buying history. This helps you understand them better and offer them more of what they want and less of what will lose their attention.

5. Create loyalty programs that inspire repeat purchases.

Figure out what is the best channel and time to contact your customers so you receive maximum engagement.

6. Kick your customer service into high gear.

Give your staff the opportunity to view all of the interactions a customer has had with your brand.

Database Marketing could be the answer to your business prayers. Of course, like anything, you have to do it properly to see a good return on investment. For that, we need to look at building a database marketing strategy.

Avoid These Pitfalls of Database Marketing

Before we dive into strategy, let’s look at a few challenges you may encounter with database marketing.

1. Data Decay

People move, change jobs, change names, abandon email addresses, and start new ones. Life changes like these could render their information relatively useless.

2. Data Accuracy

Typos happen. Sometimes accidentally, but sometimes purposefully. Some customers know that you’ll be sending them marketing emails once they provide an email address, and they don’t want to hear from you.

That’s okay. If they don’t want to hear from you, you don’t actually want to reach them because they aren’t your ideal audience.

While there’s no easy way to avoid purposeful typos, avoiding accidental errors is possible with drop-down choices instead of blank comment boxes. You can also confirm people’s information when you speak with them.

It’s important to clean up your database frequently, purging contacts with out-of-date or inaccurate information, and merging contacts with multiple profiles. This allows you to focus on reaching the people who could be your next customer or client and take care of those who already are.

3. Using Customer Data Quickly and Appropriately

If you’ve ever received an email two years after doing business with someone, it’s probably come as a shock. Chances are, they don’t update their database in a timely fashion so they completely missed the window to build rapport with you after that first interaction.

Don’t make this mistake. Once you receive information, greet them in some manner and then touch base with them on a regular schedule to nurture the contact. You’ll also want to keep their information to yourself.

Tips for Building a Database Marketing Strategy

Without a strategy, you’ve just got a whole lot of pointless data. Put your database to work for you by creating a sound strategy from the very beginning. Here’s how:

1. Identify who you want to reach.

Who is it that you’d like to do business with and what do they look like on paper? This can include demographics like age and gender, marital status, income level, and location. It might also include psychographics such as their interests, activities, and opinions.

Create an ideal customer profile or persona and then use this to determine what information you need to capture for your database.

2. Make it a team effort.

While it may have “marketing” in the title, database marketing can be influenced by multiple departments in your organization. The marketing, sales, and customer service or support departments all have contact with potential and existing customers. Look for feedback from them to build the most effective database.

3. Use the right tools.

There are countless database marketing software options out there to meet your needs. Do some research, ask for recommendations, and find one that suits your business best. Once you’ve chosen a solution, provide your employees with the training they need to utilize it fully.

4. Gather customer data.

Now that you know how you’re collecting data, it’s time to decide what you need and get started. The options are endless, however here are a few things to consider:

• Demographic Data – This includes gender, age, marital status, parental status, health, and financial status.
• Psychographic Data – This includes interests, actions, and opinions. What do they value? What type of lifestyle do they lead?
• Acquisition Data – Through what channel did they enter?
• Technographic and Activity Data – How do they connect with your brand? Is it through a desktop or mobile device? Android or iOS? Do they use your website, social media pages, or a mobile app to interact with your brand?
• Transaction and Correspondence Data – How often do they purchase from you and what do they buy? Have they reached out outside of a sales situation for assistance of any kind?

5. Keep your data clean and safe.

As we mentioned before, it’s very easy for data to become outdated and useless. Review it frequently and back it up so if something happens to your database, your entire customer history is not lost.

6. Don’t be creepy.

You can find out a lot about people on the internet. Just because you can doesn’t mean you should. Respect your customer’s privacy and don’t collect or brandish information on them that won’t help serve the end goal of earning the customer and serving them better.

Examples of Database Marketing

Database marketing can be used in a number of ways and really depends on your needs and goals. Here are just a few of the ways you can incorporate database marketing into your business.

Provide amazing customer support.

Acquiring customers is important, but if you can’t keep them, you’re just spinning your wheels. Your customer service team should have access to your customer database. This allows them to review a customer’s buying history when they call in with an issue.

Imagine knowing exactly what product they are calling about and expressing your ability to help with that product before they even launch into the problem. Your approach will be personalized and will save them time explaining.

For example: “Thanks for calling. I see that you just purchased our new state-of-the-art alarm system. I can help you get that set up today.”

Know what products and services your customer needs.

Having a chat about the weather is a great way to build rapport with a customer or potential customer. Do you know what’s an even better way? Not trying to sell them things they don’t need.

For example: Looking at a customer profile, you can see that they live in a high-rise apartment, have no pets, and have small children. You can skip trying to sell them the latest doggie door.

Identify your best customers and potential upsells.

When you understand who buys frequently and in large amounts, it becomes easier to identify options for upsells.

For example: Perhaps your customer has received a wine-of-the-month for two years now. You’ve just started a cheese-of-the-month add-on. You can target them with emails designed to introduce this new product opportunity.

There are a variety of ways to reach your existing and potential customers. A well-rounded marketing plan will include many of these. However, if you’d really like to get the most bang for your marketing buck, make sure that you include database marketing.

You’ll reach the customers you want to reach, and learn how to speak to them in a way that helps them hear what you’re saying. Your database will be the gift that keeps on giving.

There are two types of employees – “exempt” and “non-exempt.” You might’ve seen these terms on job postings, or heard them in conversation.

If you aren’t sure what they mean, don’t worry. Trying to understand labor laws can be confusing, especially if you’re new to the workforce. — We’ve broken these terms down to help you navigate the exempt vs. non-exempt employee classification.

How the Fair Labor Standards Act (FLSA) Affects Exemption Status

Signed into law in 1938 by President Franklin Roosevelt, the Fair Labor Standards Act establishes minimum wage, overtime pay eligibility, and recordkeeping standards in addition to youth employment guidelines for both the private and public sector. During the time the act was signed, child labor was the norm and adults often worked 10 or more hours per day, six to seven days per week.

While the conditions that brought about the FLSA may seem like the dark ages, the law is still relevant today and plays a major role in how the modern workforce is regulated. It establishes the guidelines for how work hours are documented and how exempt and non-exempt employees should be paid. Generally the FLSA provides an exemption from minimum wage and overtime regulations for employees in the following fields:

• Executive
• Administrative
• Professional
• Outside sales
• Computer-related occupations

That said, job titles alone do not determine exempt status. Instead the employee’s specific job duties and salary have to meet requirements set by the Department of Labor. Certain states, like California, impose additional requirements to qualify for exempt status.

Exempt Employees

One of the biggest differences between exempt and non-exempt employees is overtime pay. An exempt employee is not entitled to overtime pay according to the FLSA.

Instead, exempt employees are given a salary, and they are expected to finish the tasks required of them, whether it takes 30 hours or 50. Exempt employees are also excluded from other FLSA protections afforded non-exempt employees.

To be exempt, an employee must earn a salary basis no less than $684 per week, or $35,568 annually.

Non-Exempt Employees

On the flip side, non-exempt employees must be paid overtime — one-and-a-half times their hourly rate, for any hours worked beyond 40 each week. As the name implies, they are not exempt from FLSA regulations.

Most non-exempt employees must be paid the federal minimum wage of $7.25, but some states with a higher cost of living have set minimum wages above the federal base. Non-exempt employees can be paid a salary, an hourly wage, or commission.

Exempt vs. Non-Exempt Employee Examples in the Workplace

Let’s consider this example to demonstrate the difference between exempt and non-exempt employees:

Sarah, who is an exempt employee, is stressed because she hasn’t finished her proposal due Monday. She spends most of Friday night tweaking it and finishing it up, staying at the office until late. On Monday, she gets her paycheck — the same amount of money she would’ve gotten if she hadn’t stayed late.

Meanwhile, John, who is a non-exempt employee, chooses to take extra shifts and work overtime on Fridays. He doesn’t have to — he could leave at 5 p.m. if he wanted to, but on Monday when he receives his paycheck, he knows he’ll receive extra money from the overtime hours worked.

Which classification is right for you?

Working as an exempt or non-exempt employee will each have their own set of pros and cons. Which classification works best for you will depend on your personal needs and preferences. 

This article was originally published Oct 19, 2018 but has been updated for comprehensiveness.