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Content workflow and AI: Specificity is the secret

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Content workflow and AI: Specificity is the secret



What is a content workflow?  

A content workflow involves a series of tasks performed by a team between the ideation to delivery steps for a campaign or a marketing project. It’s the entire content process:    

  • All steps  
  • Stakeholders involved  
  • Required resources and optimization tools 
  • Content Brief  
  • Additional instructions/comments    

Why marketers need a content workflow  

Content creation workflows help your work smarter and get more quality content out the door in lesser time.    

You: 

  • Can ensure marketing alignment with content that is consistent, accurate, and what customers are looking for.  
  • Have access to all assets and details for decision-making in one place to plan and remove common roadblocks/bottlenecks.  
  • Can elevate your brand appeal in the market by establishing metrics and how each team member plays a role in creating specific content on every channel.  
  • Can check task progress. Regular notifications and check-ins ensure you never miss a deadline.  
  • Can connect the next campaign delivery with digital outcomes.    

All in all, marketers need task-based workflows to drive efficiency and consistency.  

How to build a content workflow template  

A content workflow typically includes the following steps:   

Step 1: Establish your goals.  

Is it to publish a blog? Design a newsletter? or maybe you are running a full-fledged Out-of-Home (OOH) campaign.  

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Understand your requirements about a piece of content and then start thinking about the workflow.   

Step 2: Define who does what.  

Once you know the goals and your audience, define who needs to assist you in terms of project management and at what stage.  

For example, the list of stakeholders involved in a content approval workflow typically includes:  

  • Marketing manager 
  • Content strategist 
  • Content writer/ Copywriter/ Content creator 
  • Graphic designer  
  • Social media manager  
  • SEO specialist  
  • Web developer  

Plus, you also need resources. A content marketing workflow typically includes:  

Step 3: Write the content brief.  

A solid content brief is vital for a content strategy workflow. A campaign brief is a document/note that outlines the goals, objectives, and target audience. Have a clear campaign brief before starting the content management workflow to keep everyone on the team aligned on what they’re working towards.    

Here are some additional instructions and comments you can add to your brief:    

  • Keep the new content in line with the brand voice and tone  
  • Share visual examples for the graphic team to take inspiration from  
  • Share ideas to repurpose and promote the content on social media and other channels.   

Step 4: Set the content creation process.  

Think of the content planning steps you need to get quality content out the door faster.    

  1. Ideation: This is where the team does brainstorming and comes up with the initial ideas for the content. They’ll brainstorm topics, angles, and formats.  
  2. Research: Once the team has some ideas, it’s time to research and validate ideas so the content is accurate and relevant.  
  3. Writing: Now, the team will start writing the content. It may involve multiple writers, depending on the scope of the campaign.  
  4. Design: This step includes creating graphics, images, and video content.  
  5. Proofreading and editing: In this step, the content is reviewed and edited for accuracy, grammar, and style.  
  6. Content publishing: If everything looks good after final approval, the content is published on the website or social media.  
  7. Promoting: Post publishing, content moving happens through promotion. This step may involve social media posts, email marketing, or paid advertising for conversions.   

Step 5: Save your workflows. Use automation.  

Creating similar content using the same process again and again? You don’t have to design a workflow from scratch. You can save a workflow and use it directly in your content marketing platform. Optimizely’s CMP has a library of marketing workflows that you can use to streamline the types of content you want to create and get started in seconds.  

How AI can help  

AI can automate tasks, generate content, and analyze data, all of which can improve the efficiency and effectiveness of content workflows.  
  
Here are some examples of what that looks like:  

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Automating tasks  

Train AI to research and edit as you do. You’ll have more time to focus on strategic tasks, such as developing content strategy and creating engaging content. 

Generating content  

AI can help you expand on ideas and create engaging content using relevant wireframes. You can even train AI to be consistent with your brand voice.  

Analyzing data  

You can analyze data about your audience, competitors, and industry. It can help you to identify trends, make predictions, and improve your content strategy. 

Consistent campaign brief  

Content creation often slows down due to inconsistent briefs. If you can train AI to write a particular style of brief that all stakeholders agree upon, it’d be easier to ship these in seconds and get going with a new campaign.  

Managing AI in content workflows 

Think of AI as your content-compounding machine in the workflow that is capable of delivering high-quality content drafts. 

You see, most content production teams know:  

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  • Rewriting old content is tiring  
  • Thinking of turning old ideas into “new again” is tiring  
  • Rewriting the same topics repeatedly is tiring     

So, start training your AI tool to share some of the workload in the content workflow. Here’s how it works.   

You do the thinking part:  

  • Pick a topic   
  • Find ~5 of your old written content around that topic  
  • Feed them to the AI tool to ‘learn.”  
  • Make sure you don’t share anything confidential and face ai ethical issues.  

It helps in pattern recognition. The tool understands how you write and the structure you follow. It’s time to instruct the AI bot to write something new. Although AI tools are great at doing, they still need a brief to deliver great content.     

So, give the tool and topic and:   

  • A net new title   
  • A word-count   
  • A prompt to follow your writing style that you just trained the tool on      

The output is not a finished article but something that does 50-60% of the work. It is where human edits, revisions and creativity come into play. With time, AI will become smart enough to remove this step and give output that is ready to use.   

For now, you need to manually edit and turn this draft into a finished content piece.

You can:   

  • Add section titles   
  • Remove repetitions   
  • Add the right keywords and questions  
  • Make edits to ensure everything is easier to read   

AI in workflows can give you leverage if you do the thinking part and train the tool on the doing part. The more you write, the more you can repurpose. 

Tips for using AI in content workflows  

Start small and scale up as you go. Don’t try to implement AI in every aspect of your content workflow. Start with a few small projects and see how they go. Once you’re comfortable with AI, you slowly scale up your use.  

AI takes time to learn and evolve. Don’t expect to see immediate results. Be patient and give AI the time it needs to improve. Still, AI is not a replacement for creativity. Use AI to augment your ideas, not replace them.  

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Prioritize data quality  

AI is only as good as the data it’s trained on. So, ensure your data is clean, accurate, and secure. It means cleaning up any errors or inconsistencies in your data and protecting it from unauthorized access.  

Invest in proper training  

AI tools can be powerful, but they can also be complex. That’s why invest in training your team on how to use them effectively. Each session should focus on the basics of AI and how to use specific tools to generate content, analyze data, and make predictions.  

Monitor and refine AI models  

AI models have the functionality to constantly learn and evolve, so continuously monitor their performance. Monitor for errors, identify improvement areas, and retrain the model with new data.  

Real workflow results  

Content workflows are essential for marketers who want to create and deliver high-quality content that meets the needs of their target audience. By following a well-defined workflow in your content marketing strategy, inefficiencies in the approval process can be removed and a content project can be created and delivered on a fixed timeline.  

AI can be a valuable tool for content marketing teams that want to improve the efficiency and effectiveness of their content workflows by automating tasks, generating content, and analyzing data.  

With Optimizely, the world’s leading digital brands are deploying content workflows to be more agile and drive marketing transformation. Shell is fueling their internal marketing process and seeing success through campaigns created, work requests processed, and assets approved. Check out their story in the above use case of defined content workflows in real time.  

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Updates to data build service for better developer experiences

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Updates to data build service for better developer experiences

Optimizely Feature Experimentation users can now benefit from an average of 87% faster data file updates. The ability to generate data files in a faster and more predictable manner enables our customers to make updates to feature flags and experiments more quickly and reliably.

  1. Datafile build service – Performance, stability
  2. Webhooks by environment – Lower latency across all environments. Push notification that a new datafile is ready
  3. Secure environmentsSecurity

Key features

  • Smoother workflow 
    It lets you update feature flags and experiments faster and more consistently as a seamless workflow step. 
  • Better developer experience 
    Developers can expect faster and more predictable feedback when configuring feature flags during local development.
  • Faster execution 
    Product teams benefit from “kill switches” to roll back problematic features and flawed experiments to protect user experience and conversion rates. 

Finally…

Speed, performance, and usability are key to delivering a better experience, and as such we are always striving to improve the performance of back-end services. Our improved datafile build service enables you to deliver feature flags and experiment changes to your end-users more quickly and reliably.

Optimizely Feature Experimentation generates a JSON datafile that represents the state of an environment in a customer’s Feature Experimentation project, this datafile is polled for and consumed by our SDKs to enable user-level decisions and tracking.

With our new datafile build service, Feature Experimentation customers will experience better performance and reliability when delivering feature flags and experiment changes to end-users. 

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The Ultimate Guide to Email Marketing

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The Ultimate Guide to Email Marketing

Email is more than just an informative message; it is a sales tool that helps the brand reach its potential customers. That’s why email marketing continues to find a place in many brands’ marketing strategies. Also considered the most effective medium to reach a potential audience, email marketing is estimated to proliferate to more than 370 billion emails per year by 2025.

Statista’s recent report revealed that there would be a rapid and consistent increase in the use of email marketing as a promotion tool. Another report published on Financesonline.com projects that there will be 4.5 billion email users by 2024 compared to 4 billion in 2020. The rapid increase in the use of email has forced businesses to incorporate them into their marketing strategies.

Therefore, companies that want to attract customers to their brand organically must be aware of the core fundamentals of email marketing. Therefore, in the succeeding part of the article, we will understand in-depth email marketing. Everything will be discussed in the following paragraphs, from its meaning to tools.

The Ultimate Guide To Email Marketing

Experts believe that customers love to hear from the brand they love; that’s why they choose to subscribe to the monthly and weekly newsletters that companies send to make them aware of new products, among other things. So, to understand how to formulate an effective email marketing message, it is important to understand what email marketing is.

What Is Email Marketing?

Often digital marketing definition includes email marketing in it. So, what is email marketing? It is a process that revitalizes email as a promotion and advertising tool. Through email marketing, potential customers learn about new products, services, discounts, and offers, among other things. Therefore, it is an effective marketing medium that bridges the gap between the brand and the customer. It also allows brands to communicate with customers directly.

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Due to its umpteen benefits and easy-to-use interface, email marketing has become one of the most popular marketing strategies globally. Large, medium or small businesses can implement email marketing into their brand promotional strategy because of the reasons listed below.

Why Is Email Marketing Important?

  • It is a cost-effective marketing strategy compared to outdoor, news, and television advertisements.
  • It has a higher return on investment (ROI) and helps brands reach a wider audience.
  • It is an effective medium to reach new customers with minimal resources.
  • It easily integrates into different marketing channels.
  • It offers personalization by assisting in creating targeted messages for specific customers.

Email marketing is a powerful promotional tool that helps brands successfully persuade their customers. Its unique features and characteristics force customers to take action on them by reading, deleting, or archiving them. Therefore, it is too hard to avoid email. To effectively formulate an email marketing strategy, a marketing manager should follow a few steps that we will be discussing in the next part of the article.

How To Formulate An Email Marketing Plan?

Follow these steps to formulate an effective email marketing plan successfully:

  • Understand your audience’s needs
  • Include a call-to-action
  • Decide the content of the email

Formulating an email marketing plan is an elaborative process requiring the marketing manager to perform various steps to understand the target audience. Once you have understood your audience’s needs, it is easy to formulate the content of the email. Unfortunately, brands often concentrate on writing email content that aligns with the needs of their audience. It is effective but compromises the organization’s goal. So, while formulating an email marketing plan, try to integrate business goals and audience needs into the strategy to get more effective results.

Different types of email marketing incite different results. So, depending on the market, audience, and business size, a company can decide the email marketing type. Below are some of the popular types of email marketing prevalent in the current times.

What Are The Types Of Email Marketing?

• Newsletters

Newsletters are a significant way of informing the audience about new products or services launched by a brand. In addition, it is used to help the users understand the brand better. Therefore, they follow a strict delivery schedule, which cannot be shifted or changed frequently.

• Welcome emails

Welcome emails are sent to new customers or potential users whom the brands wish to turn into consumers. This type of email marketing aims to educate audiences about the brand, its products, services, and brand goal, among other things.

• Promotional emails

Promotional emails’ main focus is to persuade customers to buy a product or service. Therefore, they are designed to influence the audience to buy the product.

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• Sponsorship emails

Brands can use different types of email marketing to reach the audience. Sponsorship email is summarized as the process of promoting a product and service on another brand’s email ad space. In addition, it is used to attract new customers to the products.

Email marketing is a marketing activity that can be intimidating and strenuous for marketing managers. Therefore, brands use many online tools to automate and classify email marketing processes. In the last part of the article, we will discuss the tools of email marketing that helps brands promote their product or service effectively.

What Are The Tools Used For Email Marketing?

Here are some marketing tools that brands commonly use.

  • Mailchimp
  • Campaign Monitor
  • Sendinblue
  • Easysendy
  • SendPulse

Besides email marketing, there are different types of digital marketing strategy that helps in reaching the targeted audience effectively. To understand the intricate details of different digital marketing strategies, marketing managers can take digital marketing certification courses offered by Emeritus India in association with renowned Indian and international universities.

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How To Protect Your People and Brand

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How To Write Effective Social Media Guidelines That Protect Your Brand

Your lack of social media guidelines could discourage employees from becoming brand advocates and even applicants from joining your company. I speak from personal experience.

When I first joined LinkedIn, my profile said I worked for a “Bay area Fortune 500 financial services company” instead of noting its name and linking to the company page. Soon, many of my colleagues’ profiles said the same thing.

You see, our organization was trying to figure out its social media policies within the confines of a highly regulated industry. It blocked access to any website with a social component — including YouTube. When employees were asked about using social media on their own time and devices, the company’s initial guidance was they didn’t want them using social media at all.

Well, that wasn’t going to happen. Instead, thanks to lengthy conversations with my legal and compliance colleagues, I hit upon a solution: I scrubbed any mention of my employer in all my public profiles.

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Why employee social advocacy matters

Why do employee brand advocates matter? Because people are increasingly wary and distrustful of brand and government claims and prefer input from their peers.

The  Edelman Trust Barometer underscored this message. In its 2024 iteration, it found people were concerned that the media (64%) and business leaders (61%) are purposely trying to mislead people by saying things they know are false or gross exaggerations.

This shift in trust becomes a competitive advantage for brands that cultivate thousands of eager brand ambassadors, but this requires documented employee social media guidelines to not only allow your team members to thrive on social but to protect your brand from legal risks.

Take a responsible approach to workplace social media policies

Whether you like it or not, employees will talk about your company on social media, and it’s their federally protected right to do so.

Many businesses react with fear and develop extensive restrictions around what employees can or cannot say online in their company social media guidelines. They require employees to agree to a list of don’ts and end the conversation.

However, innovative companies increasingly prioritize employee advocacy, seeing both employee retention and bottom-line advantages. A recent case study showed tech leader Salesforce activated about a third of its 73,000-person employee base as brand advocates, resulting in a 2,000% ROI on its social ambassador program.

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Social media guidelines for employees serve as guardrails for online activity and show employees you want them to be engaged online, helping to build on your company’s social media success.

Follow the essentials for your guidelines

The length of your company’s social media guidelines is less important than their accessibility and quality. Ensure any employee can understand the guidelines. Create one-pagers or cheat sheets for specific activities, like training or unique campaigns.

At a minimum, all employee social media guidelines should include the following elements:

  • Brand’s purpose on social media — Document the brand’s purpose for each social platform. Whether for recruitment, content amplification, customer advocacy, etc., the guidelines should explain why the company exists on each channel and how employees can support that purpose.
  • Company style guide — List any trademark needs and spelling of company products and services so that employees correctly present the brand. You should also define your brand personality and any language considerations.
  • Access to shared brand asset folder — Create a central folder employees can access for company logos, how-to’s, shared FAQs, branded profile headers for social sites, and more. Consider creating a list of preferred hashtags and their purposes, especially with company hashtags such as Dell’s #IWorkForDell or IBM’s #ProudIBMer. Keeping this information in one place increases the likelihood that employees will stay on brand.

For a deeper look at these areas, including resources to help you define your social media goals, check out my article, Why Social Media Guidelines are the Key to Unlocking Employee Brand Advocacy.

Use guidelines as a brand defense

The stakes can be high for enterprises when employees use their social media channels in unapproved ways, and savvy companies know the importance of developing extensive social media guidelines.

Get ahead of potential issues and address these all-too-common social media pitfalls in your employee social media guidelines:

  • Legal concerns — Make it incredibly clear at the start of all projects what is and is not approved for social sharing. Also, while many people differ on the use of “views-are-my-own” disclaimers, large enterprises should discuss whether they want employees to have such a clause on their accounts.
  • Unsanctioned brand accounts — When your company spans your country or the globe, employees may create localized accounts. Address this by listing all official corporate accounts in your social guidelines and asking team members to use only those for brand-related matters.

Consider having a social media request form that allows employees to suggest new accounts or content. This way, their enthusiasm can be better harnessed with a conversation versus an email request to delete the rogue account.

  • Departed employees — As employees move on to different career opportunities, they may forget to update their profiles to note they are no longer with your company. This could cause confusion when they start posting content about their new companies or when customers search LinkedIn for staff. While you cannot force individuals to change their social account information, you can at least make the request a part of the exit or off-boarding process.

Enterprise social media guidelines examples

Many brands make their company’s social media guidelines public. These examples can serve as great models for your company’s guidelines. Keep in mind, though, that these are just public-facing documents. The organizations may have more expansive guides for internal audiences.

Each of these three examples has unique elements, but they boil down to address the same point — not everyone knows how to act online.

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  • Stanford University: These extensive guidelines have a small yet informative section on an individual employee’s social media use. The main points cover how employees are responsible for what they say on social and how they should think about how their social engagement may affect the organization’s reputation. While this may seem general, the policy also links to the university’s information security and privacy policies. What truly sets this social policy apart is its thoroughness in discussing using social on behalf of the organization.
  • IBM: What stands out in this guide (no longer available on IBM’s public site) is that employees are clearly encouraged to engage in industry conversations online and have their own blogs. “Bring your own personality to the forefront” is part of the company’s guidelines, with the necessary caveat to not use offensive or harmful language.
  • Dell: This policy is distilled into five easy-to-digest bullet points for employees and directs them to the Dell social media team email for additional questions. It tackles the issue of rogue accounts, noting that an account created for Dell may be considered Dell property and that accounts cannot be created to ride on the success of Dell’s corporate accounts.

Educate employees on the social media guidelines

As part of every employee’s onboarding, a member of the social team should discuss the company’s social media policies and guidelines and help any new hires set up their channels in a brand-relevant way.

To maintain and grow awareness of the company’s social media policies, get creative:

  • Host lunch-and-learn conversations. These informational meetings allow employees to enjoy their food while you discuss topics relevant to your company’s social media channels. If your company has multiple offices, hold a video meeting. Record the conversation to provide a playback file for those who cannot attend.
  • Post social media office hours. If employees are hesitant to ask questions during meetings or regular day-to-day operations, give them a safe place for in-depth, one-on-one time by hosting regular social media office hours. This strategy establishes your social team as a helpful resource rather than the brand police.
  • Send social media amplification emails. Email employees regularly to share content you want them to amplify. Include suggested text for easy plug-and-play for busy employees. You cannot rely solely on email, though, as internal emails have an average open rate of 76%.
  • Create a social media Slack or Teams channel. If Slack or Microsoft Teams is where work happens in your organization, share all your social content there as well.
  • Hold employee meetings. Create regular update/reminder slides employees can include in presentation decks during company all-hands, all-team meetings, or individual group or office meetings.
  • Use the company intranet. An intranet can be a great resource for increasing productivity and distributing information to employees. Share updates to the social media policies and use it as a hub for all your social resources.
  • Develop training videos. With more internal resources available, enterprises can explore using video to educate employees on topics related to social. Research has found that viewers retain 95% of a message when they watch it in a video compared to just text, so the time commitment to create a video could pay off in message retention.

Continue success with employee social media guidelines

In addition to the core company social media guidelines, ensure that employees can access the brand voice so they can mirror your brand’s language and engage with content that you think best emulates what you want to see your employees doing on social media platforms.

Ongoing monitoring and education are the keys to getting the most out of your guidelines. But with an eager brand advocate base on your side, you’re more likely to see the social ROI you need to achieve your goals.

Updated from a January 2020 article.

Bring your team to Content Marketing World this October for inspiration, ideas, and actionable advice on developing and executing a strategy that drives profit for your business. Group rates are available. Register today

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Cover image by Joseph Kalinowski/Content Marketing Institute

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