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The HubSpot Blog’s 2022 Content & Media Planning Report [Data]

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The HubSpot Blog’s 2022 Content & Media Planning Report [Data]

Benjamin Franklin once said “Failing to plan is planning to fail,” and when it comes to content and media strategy, truer words have never been spoken.

Until 2020, that is.

In the last two years, 99% of content planners, strategists, or marketers who pivoted their strategy did so in 2021.

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Unsurprisingly, the #1 reason they gave for this was the global pandemic.

why did media and content planners change their plans

To make matters more complicated, 39% of those who pivoted in 2021 changed their content plan a whopping three times throughout the year.

how many times did planners pivot

Despite all that turbulence, 62% of media planners say their content performed better than their goals in 2021. And, if anything, 2020 and 2021 taught marketing teams how important content planning and re-planning is.

To get a sense of how marketers planned or pivoted their way through such an unpredictable year and how they will approach media planning in 2022, we surveyed 600+ media planners to gather data on their goals, strategies, the tools they use, and how they met the unique challenges of 2021.

Curious about some strategies and insights specifically? Click below to jump to the section you’d like to read first.

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The Top Goals of Marketing Media and Content Planners

As you can see below, engaging and growing new audiences, maximizing the ROI of their content, and understanding which channels or platforms their audience spends the most time on are top priorities for media planners and content marketers in 2022.

1649772605 668 The HubSpot Blogs 2022 Content Media Planning Report Data

But which strategies are most effective to achieve these goals?

Media and Content Planning Strategies

The Most Effective Media Planning Strategies

The top strategies media planners and content marketers charged with planning use are conducting market research to understand their target demographic and find the most effective channels to reach them, leveraging media planning templates, and running content audits.

Unsurprisingly, these tactics line up fairly well with the top goals, which include growing audiences with content and targeting the right marketing channels.

top media planning strategies

Media planners also rated setting a clearly defined budget (57%), analyzing the results of your content strategy (57%), clearly defining goals/KPIs (55%), and using a calendar to schedule content (48%) as the most effective media planning strategies they use.

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To accomplish most of these, marketers can leverage media planning templates, a strategy I’ll talk about in more detail later.

Ultimately, all of the above strategies are highly effective and will see significantly increased use and investment in 2022. As you move forward in planning, you’ll want to consider a mix of them rather than just running with one or two tactics.

Next, let’s dive a litter deeper into each major planning strategy and opportunity.

Market and Demographic Research

Market research is leveraged by 43% of media planners and will grow significantly in 2022, with 45% planning to leverage it for the first time.

  • 64% of media planners who use it say it is the most effective media planning strategy they leverage.
  • 16% of all media planners will invest more in this than any other strategy in 2022.
  • 70% of media planners who do channel research say it is the most effective media planning strategy they leverage (the highest of any strategy.)
  • 22% of all media planners will invest more in it than any other strategy in 2022.

While technically the second-most-effective strategy, I decided to bring this one up first because understanding the demographics of your target audience isn’t just critical for proper media planning, but essential for any marketing strategy to succeed.

You can examine a wide range of data including age, location, education, and income to start building buyer personas, which are fictional representations of your ideal customers that you can cater your content towards. And here’s the best part – you likely already have most of this data available to you for free.

Of course, you could also conduct market research studies of your own, or go through an outside agency for a more holistic view of your industry.

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But in terms of media planning, I’d argue that knowing which channels your audience is spending their time on is just as important as knowing who your audience is.

Channel and Platform Research

Learning about your audience doesn’t just stop at personas or demographics.

In 2021, 43% of media planners conducted market research to find the most effective channels for reaching their targets. This percentage will grow significantly in 2022, with 53% planning to leverage it for the first time.

The data above isn’t too shocking. Before you know how much of your budget to invest in each area of your media mix, you’ll want to get an idea of which channels your target audience spends their time on.

You can also benefit from using your own data by looking at which channels are most effective at helping you meet your specific goals. But, you should also leverage outside research as it can provide crucial demographic data on the specific channels you use.

For example, in our 2022 Social Media Report and survey, we found that younger audiences like Millennials and Gen Z prefer shorter video content that is funny, trendy, and reflects a brand’s values – on platforms like TikTok and Instagram.

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Meanwhile, Baby Boomers prefer interactive/educational content such as interviews/podcasts/expert discussions, and live videos, with Facebook being their platform of choice.

These facts will help you plan out your media mix by giving you insight on critical questions, such as whether your demographic is embracing social shopping tools on platforms like Instagram or other platforms.

Once the research is complete, media planners are using templates to help allocate and organize their media mix with maximum efficiency.

Media Planning Templates

Media planning templates are leveraged by 40% of media planners and 46% of them say it is the most effective strategy they use to reach their business goals.

The use of media planning templates will see significant growth in 2022 as 39% plan to leverage them for the first time and 11% of all media planners will invest more in templates than any other strategy.

There are a wide variety of media planning templates to choose from, all designed with a different purpose, but ultimately they exist to help you track, plan, organize, distribute, and analyze all your media content.

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which media planning templates are commonly use

The most popular templates are social media strategy templates that help you align your media content with your audience and analytics and reporting templates for Excel, PowerPoint, and Google Drive that make the processes of pulling, organizing, and sharing data simple.

Luckily, HubSpot has both of those templates available for you to download right now, with a handful of others that may also come in handy.

Once their media plans are fully organized and executed, marketers are leveraging content audits to analyze their performance and inform their future content plans.

Content Audits

Running content audits to inform media planning strategy is used by 37% of media planners and is the third-most-effective tactic for media planners to reach their business goals.

  • A whopping 81% of media planners who run audits say they have been effective for reaching their business goals and 67% say the results of their content audits have had a moderate to significant impact on their media planning strategy.
  • The use of content audits will grow significantly in 2022 as 37% plan to leverage them for the first time and 15% of all media planners will invest more in content audits than any other strategy.

So what are the goals of a content audit?

By analyzing the performance of the content you create, you get insights on what exceeded expectations, what falls flat, and why

content audit goals

Identifying content gaps is the #1 objective of content audits, but that doesn’t mean it has to be hard. Here’s a guide on how to run a simple content audit specifically to find and fill those content gaps.

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Identifying issues with your website and improving the user experience is another highly effective strategy for driving traffic to your web content, improving SERP ranking, and increasing engagement. In our survey of 400 web traffic analysts, we found that web analysts who reported an effective website strategy in 2021 were 25% more likely to optimize their website for loading speed.

If you’re still not convinced to audit your content, we also asked media planners about the biggest benefits they’ve seen from auditing. Here’s a graph with the results:

content audit benefits

How often should you run a content audit?

Most media planners who run content audits do so on a monthly or quarterly basis. If you’re ready to start auditing your content, you can either create your own template or use this one from HubSpot.

Not only did we craft it ourselves, but 46% of media planners who use templates for content audits use it, making it the most popular third-party template. Our data also shows that 86% of those who use HubSpot’s template say content audits have been effective for reaching their overall business goals, so you should give it a shot.

Which Channels Marketers Use in Their Media Mix

The top channels media planners leverage are paid and organic social media content, email marketing, and organic search.

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top channels in media mixes

As this data is directly in line with our previous marketing research, here are a few quick bullets on each:

  • Email marketing is the most leveraged media channel used by 1 in 2 media planners and will continue to grow this year with 22% planning to leverage it for the first time. Email marketing has the 3rd highest ROI of any channel.
  • Paid social media content is used by 47% of media planners and has the highest ROI and highest engagement of any channel. Channel usage will grow significantly in 2022 as 14% of all media planners plan to invest more in it than any other channel and 25% plan on leveraging it for the first time this year.
  • Organic social media content is used by 43% of media planners and will continue to grow this year with 22% planning to leverage it for the first time and 9% planning to invest more in it than any other channel in 2022. Organic social has the 2nd highest ROI and 2nd highest engagement levels of any channel.
  • Organic search is leveraged by 36% of media planners and 45% of them say it has the highest ROI of any channel they use. It will grow in 2022 with 23% of media planners planning to leverage organic search for the first time.
  • 84% of media planners leverage a mix of organic and paid media.

But, what’s the ideal media mix look like? Check out this helpful guide with even more data

The Benefits and Challenges of Media Planning

The Benefits of Content and Media Planning

Media planning can help you organize, plan, and analyze your content, but what are the biggest benefits marketers get from having a dedicated content plan? Here’s a breakdown of our survey results:

1649772606 553 The HubSpot Blogs 2022 Content Media Planning Report Data

One interesting theme to note above is that the top three benefits relate to understanding channels, where your audience is, or where and how to target them. From what we’ve seen over the past decade, the secret to effective, ROI-generating marketing or content is understanding and knowing where to meet your targets.

So, while the idea of media planning might seem daunting in times when plans constantly change – it’s still incredibly valuable, worth your time, and is likely to return on its investment.

Ultimately, the work you do as a media or content planner will teach you how and when to create new content, when to pivot, or how to effectively change course in times where competitors are struggling to understand changing consumer thoughts and behaviors.

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Media Planning Challenges

For all its benefits, media planning also comes with some challenges. Here are the biggest challenges marketers face with media planning:

the biggest challenges of media planningDetermining the most effective media mix is an incredibly important aspect of media planning, but also the one media planners struggle with the most. Check out this article for tips on optimizing your media mix.

Aside from finding the most effective media mix, a limited budget is the second biggest challenge media planners face, so let’s take a look at some data on content marketing budgets.

Budgeting Your Content Marketing Efforts

How Much of Your Budget Should Go to Content Marketing?

Chances are you already have a budget dedicated to content marketing, but if you don’t, it may be a good idea to join the 94% of media planners who do.

The real question is how much of your total marketing budget should go to content marketing, so here’s a look at our results:

how much do marketers budget on content strategyHalf of brands spend under 50% of their marketing budget on content, with 72% of media planners saying the primary brand they work with spends between 20%-60% of their total marketing budget on content marketing.

Where Marketers Invest Their Content Marketing Budget

So, how much is that content budget we just discussed above? Here’s a look at how much marketing departments delegate to content. 

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quarterly content marketing udget

  • 1 in 4 brands have a quarterly content marketing budget under $40K
  • 38% of brands have a quarterly content marketing budget between $40K-$100K, while 35% have a budget over $100K.

With your budget in mind, let’s take a look at how often you should be creating a media plan and how far in advance to start laying the groundwork for your content strategy.

Timing Your Media Plan

How Often Should You Create A Media Plan?

Nearly half of media planners create a media plan for their primary brand once per quarter:

when do marketers plan content and media chart

Whichever cadence works best for you, you’ll also need to start your planning process ahead of time. Let’s find out how far in advance marketers are creating their media plans.

How Far in Advance Should You Start Formulating Your Media Plan?

According to our survey, 41% of media planners will change their media mix in 2022, but how far ahead will they start planning?

how far ahead do content strategists plan

Over 80% of media planners formulate their strategies less than 4 months ahead of time.

Another crucial piece of formulating your media plan will be the tools you use, so let’s look at which tools marketers find the most effective.

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Content Planning & Marketing Tools

The top two tools media planners use are HubSpot Marketing Hub (38%) and HubSpot Media Planning Templates (34%).

Here’s a chart showing the biggest benefits of leveraging media planning tools:

top media marketing tools

Another tool leveraged by 78% of media planners is automation, here’s what content strategists and media planners use it for:

content automation use cases chart

Pivoting Your Content Plan

Pivoting can be intimidating due to the uncertainty of abruptly switching up your content plan, so here’s a high-level look at our survey data on the topic. You can also find a deeper dive into our data and tips in this post.

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Is Pivoting Your Content Plan Effective?

Whether you had every marketing campaign for 2020 and 2021 fully planned out or were just winging it, the pandemic forced us to toss whatever plans we had out the window and adapt in real-time.

As we mentioned above, most marketers who pivoted their content plan in 2021 did so because of the COVID-19 pandemic. 

The good news? A whopping 74% of media planners say their most recent pivot was effective for reaching their overall goals and 78% of media planners say their content plan changed a moderate to significant amount the last time they pivoted.

When do brands pivot a content plan?

Here’s how media planners knew it was time to pivot. Spoiler! It’s not always due to global events. 

Of the media planners who have ever pivoted, over two-thirds did so to try a new social media platform, and 77% pivoted to try a new feature.

reasons its time to pivot a content plan chart

Which platforms or features have media or content planners pivoted to?

Facebook and Instagram Shopping platforms; YouTube Shorts; and live chat rooms like Instagram Live Spaces, Clubhouse, and Twitter Spaces have been receiving high interest from strategists lately. 

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1649772606 392 The HubSpot Blogs 2022 Content Media Planning Report Data

What’s more, our survey discovered that:

  • Marketers who say their last pivot was effective are 10% more likely to have pivoted to use Twitter Spaces.
  • Marketers who say their last pivot was effective are 10% more likely to have pivoted to use Facebook Live Shopping.
  • Marketers who say their last pivot was effective are 8% more likely to have pivoted to use YouTube Shorts.
  • Marketers who say their last pivot was ineffective are 9% more likely to have pivoted to use Spotify Green Room and 8% more likely to have pivoted to use Spoon.

What should be your first steps to pivoting a content plan?

Switching up your content plan can feel like going into uncharted territory. To help you, here’s how the media and content planners we surveyed take on the challenge. 

steps media planners take when pivoting a content plan

I found that marketers who talk to sales and customer service teams to better understand their customers and their pain points have more effective pivots than those who don’t. They’re 16% more likely to say pivoting was effective.

Also, those who adjust their media mix to reflect changing consumer habits have more effective pivots. They’re 9% more likely to say pivoting was effective.

To get a more detailed step-by-step guide on how to pivot, check out this post.

How often should you pivot your content plan?

While, most brands that pivoted did so at least three times in 2021, this doesn’t necessarily mean you have to make big changes once a quarter.

However, it’s smart to have flexible aspects of your planning that can change if external factors, like world events, arise.

And, if and when the unprecedented does happen, you’ll want to take a stp back and ask yourself what adjustment or strategy is right for your brand. 

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Although consumers care about responsive content, they also care about ethical marketing and social responsibility of the brands they follow. Because of this, they’ll be quick to spot (and call out) inauthentic and opportunistic behavior, which could damage a company’s image.

And while we’re on the topic of avoiding mistakes, I also asked media planners about the biggest mistakes they’ve made when changing their content plan. Let’s take a look at where they’ve gone wrong.

Mistakes to Avoid When Pivoting Your Content Plan

Pivoting your content plan is effective, but also has its pitfalls. These are the top mistakes media planners have made when switching things up:

media planning mistakes

As you can see above, changing your content strategy drastically to cater to just one segment of your audience isn’t recommended.

And to reiterate the advice of Karla Hesterberg, the Sr. Manager of Content Growth Strategy at HubSpot, “Remember that content strategy is always a long game —your short-term strategy can’t compromise your ability to solve for the ongoing, long-term needs of your content property.”

Speaking of long-term goals, switching up your media plan on the go could wind up being expensive. Here’s how much of their budget media planners are spending when they pivot.

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Key Takeaways for Content & Media Strategists

Content and media planning can get complex and complicated in today’s world where everything – including your target buyer – is constantly changing.

Ultimately, strong preparation will help you be ready to create and optimize your content strategy to cater to your evolving target audience.

Although we went over a handful of different strategies and data points above, here are three key themes that you can take away from this post.

  • Understanding your audience is vital: As a marketer, creator, and media planner, you need to know your audience to know what they’ll respond to, what will motivate them to engage with you, and where they’ll go to consume content. You’ll also have to know where your audience spends the most time. With this knowledge, you’ll be able to create campaigns that meet them where they are and nurture them into buying your product.
  • Plan to re-plan: The world is always changing. An effective media planner creates a plan, but also prepares for things to change and identifies ways they can optimize, shift, or pivot it when something unexpected happens.
  • Always be auditing: One strategy won’t work forever, in any field of marketing. So, it’s important to continue to track and audit your efforts. That way if something stops working or needs to be fixed, you can optimize it or shift away from it promptly without losing time or money.

Want to see even more data on this topic? Check out the free, downloadable resource below which highlights the bulk of the data from our survey all in one place. 

content planning in 2022


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The Current State of Google’s Search Generative Experience [What It Means for SEO in 2024]

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By Tinuiti Team

SEO enthusiasts, known for naming algorithm updates after animals and embracing melodrama, find themselves in a landscape where the “adapt or die” mantra prevails. So when Google announced the launch of its Search Generative Experience (SGE) in May of 2023 at Google/IO, you can imagine the reaction was immense.

Although SGE has the potential to be a truly transformative force in the landscape, we’re still waiting for SGE to move out of the Google Labs Sandbox and integrate into standard search results. 

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Curious about our current take on SGE and its potential impact on SEO in the future? Read on for more.

Decoding Google’s Defensive Move

In response to potential threats from competitors like ChatGPT, Bing, TikTok, Reddit, and Amazon, Google introduced SGE as a defensive maneuver. However, its initial beta release raised questions about its readiness and global deployment.

ChatGPT provided an existential threat that had the potential to eat into Google’s market share. When Bing started incorporating it into its search results, it was one of the most significant wins for Bing in a decade. In combination with threats from TikTok, Reddit, and Amazon, we see a more fractured search landscape less dominated by Google. Upon its launch, the expectation was that Google would push its SGE solution globally, impact most queries, and massively shake up organic search results and strategies to improve organic visibility.

Now, industry leaders are starting to question if Google is better off leaving SGE in the testing ground in Google labs. According to Google’s recent update, it appears that SGE will remain an opt-in experience in Google Labs (for at least the short term). If SGE was released, there could be a fundamental reset in understanding SEO. Everything from organic traffic to optimization tactics to tracking tools would need adjustments for the new experience. Therefore, the prospect of SGE staying in Google Labs is comforting if not entirely reliable. 

The ever-present option is that Google can change its mind at any point and push SGE out broadly as part of its standard search experience. For this reason, we see value in learning from our observations with SGE and continuing to stay on top of the experience.

SGE User Experience and Operational Challenges

If you’ve signed up for search labs and have been experimenting with SGE for a while, you know firsthand there are various issues that Google should address before rolling it out broadly to the public.

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At a high level, these issues fall into two broad categories including user experience issues and operational issues.

Below are some significant issues we’ve come across, with Google making notable progress in addressing certain ones, while others still require improvement:

  • Load time – Too many AI-generated answers take longer to load than a user is willing to wait. Google recommends less than a 3-second load time to meet expectations. They’ll need to figure out how to consistently return results quickly if they want to see a higher adoption rate.
  • Layout – The SGE layout is massive. We believe any major rollout will be more streamlined to make it a less intrusive experience for users and allow more visibility for ads, and if we’re lucky, organic results. Unfortunately, there is still a decent chance that organic results will move below the fold, especially on mobile devices. Recently, Google has incorporated more results where users are prompted to generate the AI result if they’d like to see it. The hope is Google makes this the default in the event of a broad rollout where users can generate an AI result if they want one instead of assuming that’s what a user would like to see. 
  • Redundancy – The AI result duplicates features from the map pack and quick answer results. 
  • Attribution – Due to user feedback, Google includes sources on several of their AI-powered overviews where you can see relevant web pages if there is an arrow next to the result. Currently, the best way to appear as one of these relevant pages is to be one of the top-ranked results, which is convenient from an optimization standpoint. Changes to how attribution and sourcing are handled could heavily impact organic strategies. 

On the operational side, Google also faces significant hurdles to making SGE a viable product for its traditional search product. The biggest obstacle appears to be making the cost associated with the technology worth the business outcomes it provides. If this was a necessary investment to maintain market share, Google might be willing to eat the cost, but if their current position is relatively stable, Google doesn’t have much of an incentive to take on the additional cost burden of heavily leveraging generative AI while also presumably taking a hit to their ad revenue. Especially since slow user adoption doesn’t indicate this is something users are demanding at the moment.

While the current experience of SGE is including ads above the generative results now, the earliest iterations didn’t heavily feature sponsored ads. While they are now included, the current SGE layout would still significantly disrupt the ad experience we’re used to. During the Google I/O announcement, they made a statement to reassure advertisers they would be mindful of maintaining a distinct ad experience in search.  

“In this new generative experience, Search ads will continue to appear in dedicated ad slots throughout the page. And we’ll continue to uphold our commitment to ads transparency and making sure ads are distinguishable from organic search results” – Elizabeth Reid, VP, Search at Google

Google is trying to thread a delicate needle here of staying on the cutting edge with their search features, while trying not to upset their advertisers and needlessly hinder their own revenue stream. Roger Montti details more of the operational issues in a recent article digging into the surprising reasons SGE is stuck in Google Labs.

He lists three big problems that need to be solved before SGE will be integrated into the foreground of search:

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  1. Large Language Models being inadequate as an information retrieval system
  2. The inefficiency and cost of transformer architecture
  3. Hallucinating (providing inaccurate answers)

Until SGE provides more user value and checks more boxes on the business sense side, the traditional search experience is here to stay. Unfortunately, we don’t know when or if Google will ever feel confident they’ve addressed all of these concerns, so we’ll need to stay prepared for change.

Experts Chime in on Search Generative Experience

Our team has been actively engaging with SGE, here’s a closer look at their thoughts and opinions on the experience so far:

“With SGE still in its early stages, I’ve noticed consistent changes in how the generative results are produced and weaved naturally into the SERPs. Because of this, I feel it is imperative to stay on top of these on-going changes to ensure we can continue to educate our clients on what to expect when SGE is officially incorporated into our everyday lives. Although an official launch date is currently unknown, I believe proactively testing various prompt types and recording our learnings is important to prepare our clients for this next evolution of Google search.”

– Jon Pagano, SEO Sr. Specialist at Tinuiti

“It’s been exciting to watch SGE grow through different variations over the last year, but like other AI solutions its potential still outweighs its functionality and usefulness. What’s interesting to see is that SGE doesn’t just cite its sources of information, but also provides an enhanced preview of each webpage referenced. This presents a unique organic opportunity where previously untouchable top 10 rankings are far more accessible to the average website. Time will tell what the top ranking factors for SGE are, but verifiable content with strong E-E-A-T signals will be imperative.”

–Kate Fischer, SEO Specialist at Tinuiti

“Traditionally, AI tools were very good at analytical tasks. With the rise of ChatGPT, users can have long-form, multi-question conversations not yet available in search results. When, not if, released, Google’s Generative Experience will transform how we view AI and search. Because there are so many unknowns, some of the most impactful ways we prepare our clients are to discover and develop SEO strategies that AI tools can’t directly disrupt, like mid to low funnel content.”

– Brandon Miller, SEO Specialist at Tinuiti

“SGE is going to make a huge impact on the ecommerce industry by changing the way users interact with the search results. Improved shopping experience will allow users to compare products, price match, and read reviews in order to make it quicker and easier for a user to find the best deals and purchase. Although this leads to more competitive results, it also improves organic visibility and expands our product reach. It is more important than ever to ensure all elements of a page are uniquely and specifically optimized for search. With the SGE updates expected to continue to impact search results, the best way to stay ahead is by focusing on strong user focused content and detailed product page optimizations.” 

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

One of the most interesting aspects of the generative AI trend in search is that it appears to be in direct opposition to other recent trends.

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One of the ways Google has historically evaluated the efficacy of its search ranking systems is through the manual review of quality raters. In their quality rater guidelines, raters were instructed to review for things like expertise, authority, and trustworthiness (EAT) in results to determine if Google results are providing users the information they deserve. 

In 2022, Google updated their search guidelines to include another ‘e’ in the form of experience (EEAT). In their words, Google wanted to better assess if the content a user was consuming was created by someone with, “a degree of experience, such as with actual use of a product, having actually visited a place or communicating what a person has experienced. There are some situations where really what you value most is content produced by someone who has firsthand, life experience on the topic at hand.” 

Generative AI results, while cutting-edge technology and wildly impressive in some cases, stand in direct opposition to the principles of E-E-A-T. That’s not to say that there’s no room for both in search, but Google will have to determine what it thinks users value more between these competing trends. The slow adoption of SGE could be an indication that a preference for human experience, expertise, authority, and trust is winning round one in this fight. 

Along these lines, Google is also diversifying its search results to cater to the format in which users get their information. This takes the form of their Perspectives Filter. Also announced at Google I/O 2023, the perspectives filter incorporates more video, image, and discussion board posts from places like TikTok, YouTube, Reddit, and Quora. Once again, this trend shows the emphasis and value searchers place on experience and perspective. Users value individual experience over the impersonal conveyance of information. AI will never have these two things, even if it can provide a convincing imitation.

The current iteration of SGE seems to go too far in dismissing these trends in favor of generative AI. It’s an interesting challenge Google faces. If they don’t determine the prevailing trend correctly, veering too far in one direction can push more market share to ChatGPT or platforms like YouTube and TikTok.

Final Thoughts

The range of outcomes remains broad and fascinating for SGE. We can see this developing in different ways, and prognostication offers little value, but it’s invaluable to know the potential outcomes and prepare for as many of them as possible.

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It’s critical that you or your search agency be interacting and experimenting with SGE because:

  • The format and results will most likely continue to see significant changes
  • This space moves quickly and it’s easy to fall behind
  • Google may fix all of the issues with SGE and decide to push it live, changing the landscape of search overnight
  • SGE experiments could inform other AI elements incorporated into the search experience

Ultimately, optimizing for the specific SGE experience we see now is less important because we know it will inevitably continue changing. We see more value in recognizing the trends and problems Google is trying to solve with this technology. With how quickly this space moves, any specifics mentioned in this article could be outdated in a week. That’s why focusing on intention and process is important at this stage of the game.

By understanding the future needs and wants SGE is attempting to address, we can help you future-proof your search strategies as much as possible. To some extent we’re always at the whims of the algorithm, but by maintaining a user-centric approach, you can make your customers happy, regardless of how they find you.

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How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

Before diving in to all things editorial guidelines, a quick introduction. I head up the content team here at Optimizely. I’m responsible for developing our content strategy and ensuring this aligns to our key business goals.

Here I’ll take you through the process we used to create new editorial guidelines; things that worked well and tackle some of the challenges that come with any good multi – stakeholder project, share some examples and leave you with a template you can use to set your own content standards.

What are editorial guidelines?

Editorial guidelines are a set of standards for any/all content contributors, etc. etc. This most often includes guidance on brand, tone of voice, grammar and style, your core content principles and the types of content you want to produce.

Editorial guidelines are a core component of any good content strategy and can help marketers achieve the following in their content creation process:

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  • Consistency: All content produced, regardless of who is creating it, maintains a consistent tone of voice and style, helping strengthen brand image and making it easier for your audience to recognize your company’s content  
  • Quality Control: Serves as a ‘North Star’ for content quality, drawing a line in the sand to communicate the standard of content we want to produce 
  • Boosts SEO efforts: Ensures content creation aligns with SEO efforts, improving company visibility and increasing traffic 
  • Efficiency: With clear guidelines in place, content creators – external and internal – can work more efficiently as they have a clear understanding of what is expected of them 

Examples of editorial guidelines

There are some great examples of editorial guidelines out there to help you get started.

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

Ah, the Beeb. This really helped me channel my inner journalist and learn from the folks that built the foundation for free quality journalism. 

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

After taking a more big picture view I recognized needed more focused guidance on the step by step of creating editorial guidelines.

I really liked the content the good folks at Pepperland Marketing have created, including a free template – thanks guys! – and in part what inspired me to create our own free template as a way of sharing learnings and helping others quickstart the process of creating their own guidelines.

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3. Writing guidelines for the role of AI in your newsroom?… Nieman Lab

NiemanLabsguidanceonroleofaiinyournewsroom

As well as provide guidance on content quality and the content creation process, I wanted to tackle the thorny topic of AI in our editorial guidelines. Specifically, to give content creators a steer on ‘fair’ use of AI when creating content, to ensure creators get to benefit from the amazing power of these tools, but also that content is not created 100% by AI and help them understand why we feel that contravenes our core content principles of content quality. 

So, to learn more I devoured this fascinating article, sourcing guidance from major media outlets around the world. I know things change very quickly when it comes to AI, but I highly encourage reading this and taking inspiration from how these media outlets are tackling this topic. 

Learn more: The Marketer’s Guide to AI-generated content

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

Optimizely as a business has undergone a huge transformation over the last 3 years, going through rapid acquisition and all the joys and frustrations that can bring. As a content team, we quickly recognized the need to create a set of clear and engaging guidelines that helps content creators understand how and where they can contribute, and gave a clear process to follow when submitting a content idea for consideration. 

2. Reinvigorated approach to brand and content 

As a brand Optimizely is also going through a brand evolution – moving from a more formal, considered tone of voice to one that’s much more approachable, down to earth and not afraid to use humor, different in content and execution. 

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

It’s pretty out there in terms of creative and messaging. It’s an ad campaign that’s designed to capture attention yes, but also – to demonstrate our abilities as a marketing team to create this type of campaign that is normally reserved for other more quote unquote creative industries. 

We wanted to give guidance to fellow content creators outside the team on how they can also create content that embraces this evolved tone of voice, while at the same time ensuring content adheres to our brand guidelines.

3. Streamline content creation process

Like many global enterprises we have many different content creators, working across different time zones and locations. Documenting a set of guidelines and making them easily available helps content creators quickly understand our content goals, the types of content we want to create and why. It would free up content team time spent with individual contributors reviewing and editing submissions, and would ensure creation and optimization aligns to broader content & business goals.

It was also clear that we needed to document a process for submitting content ideas, so we made sure to include this in the guidelines themselves to make it easy and accessible for all contributors. 

4. 2023 retrospective priority 

As a content team we regularly review our content strategy and processes to ensure we’re operating as efficiently as possible.

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In our last retrospective. I asked my team ‘what was the one thing I could do as a manager to help them be more impactful in their role?’

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

  • Defined a discrete scope of work for the first version of the editorial guidelines, focusing on the Blog and Resources section of the website. This is where the content team spends most of its time and so has most involvement in the content creation process. Also where the most challenging bottlenecks have been in the past
  • Research. Reviewed what was out there, got my hands on a few free templates and assembled a framework to create a first version for inputs and feedback 
  • Asked content community – I put a few questions out to my network on LinkedIn on the topic of content guidelines and content strategy, seeking to get input and guidance from smart marketers.  

linkedinpostoneditorialguidelines

Combining two of my great passions in life – content strategy and Arrested Development – in one LinkedIn post (Feb 2024)

  • Invited feedback: Over the course of a few weekswe invited collaborators to comment in a shared doc as a way of taking iterative feedback, getting ideas for the next scope of work, and also – bringing people on the journey of creating the guidelines. Look at all those reviewers! Doing this within our Content Marketing Platform (CMP) ensured that all that feedback was captured in one place, and that we could manage the process clearly, step by step:

Optimizelycmpscreenshotofeditorialguidelines

Look at all those collaborators! Thanks guys! And all of those beautiful ticks, so satisfying. So glad I could crop out the total outstanding tasks for this screen grab too (Source – Optimizely CMP) 

  • Updated content workflow: Now we have clear, documented guidance in place, we’ve included this as a step – the first step – in the workflow used for blog post creation: 

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

It’s early days but we’re already seeing more engagement with the content creation process, especially amongst the teams involved in building the guidelines (which was part of the rationale in the first place :))

Screenshot of teams message editorial guidelines

Source: My Teams chat 

It’s inspired teams to think differently about the types of content we want to produce going forwards – for the blog and beyond.

I’d also say it’s boosted team morale and collaboration, helping different teams work together on shared goals to produce better quality work.

What’s next?

We’re busy planning wider communication of the editorial guidelines beyond marketing. We’ve kept the original draft and regularly share this with existing and potential collaborators for ongoing commentary, ideas and feedback.

Creating guidelines has also sparked discussion about the types of briefs and templates we want and need to create in CMP to support creating different assets. Finding the right balance between creative approach and using templates to scale content production is key. 

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We’ll review these guidelines on a quarterly basis and evolve as needed, adding new formats and channels as we go.

Key takeaways

  • Editorial guidelines are a useful way to guide content creators as part of your overall content strategy
  • Taking the time to do research upfront can help accelerate seemingly complex projects. Don’t be afraid to ask your community for inputs and advice as you create
  • Keep the scope small at first rather than trying to align everything all at once. Test and learn as you go
  • Work with stakeholders to build guidelines from the ground up to ensure you create a framework that is useful, relevant and used

And lastly, here’s that free template we created to help you build or evolve your own editorial guidelines!

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Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

Everyday business life is full of challenges. These include data breaches, product recalls, market downturns and public relations conflicts that can erupt at any moment. Such situations pose a significant threat to a company’s financial health, brand image, or even its further existence. However, only 49% of businesses in the US have a crisis communications plan. It is a big mistake, as such a strategy can build trust, minimize damage, and even strengthen the company after it survives the crisis. Let’s discover how communication can transform your crisis and weather the chaos.

The ruining impact of the crisis on business

A crisis can ruin a company. Naturally, it brings losses. But the actual consequences are far worse than lost profits. It is about people behind the business – they feel the weight of uncertainty and fear. Employees start worrying about their jobs, customers might lose faith in the brand they once trusted, and investors could start looking elsewhere. It can affect the brand image and everything you build from the branding, business logo, social media can be ruined. Even after the crisis recovery, the company’s reputation can suffer, and costly efforts might be needed to rebuild trust and regain momentum. So, any sign of a coming crisis should be immediately addressed. Communication is one of the crisis management strategies that can exacerbate the situation.  

The power of effective communication

Even a short-term crisis may have irreversible consequences – a damaged reputation, high employee turnover, and loss of investors. Communication becomes a tool that can efficiently navigate many crisis-caused challenges:

  • Improved trust. Crisis is a synonym for uncertainty. Leaders may communicate trust within the company when the situation gets out of control. Employees feel valued when they get clear responses. The same applies to the customers – they also appreciate transparency and are more likely to continue cooperation when they understand what’s happening. In these times, documenting these moments through event photographers can visually reinforce the company’s messages and enhance trust by showing real, transparent actions.
  • Reputation protection. Crises immediately spiral into gossip and PR nightmares. However, effective communication allows you to proactively address concerns and disseminate true information through the right channels. It minimizes speculation and negative media coverage.
  • Saved business relationships. A crisis can cause unbelievable damage to relationships with employees, customers, and investors. Transparent communication shows the company’s efforts to find solutions and keeps stakeholders informed and engaged, preventing misunderstandings and painful outcomes.
  • Faster recovery. With the help of communication, the company is more likely to receive support and cooperation. This collaborative approach allows you to focus on solutions and resume normal operations as quickly as possible.

It is impossible to predict when a crisis will come. So, a crisis management strategy mitigates potential problems long before they arise.

Tips on crafting an effective crisis communication plan.

To effectively deal with unforeseen critical situations in business, you must have a clear-cut communication action plan. This involves things like messages, FAQs, media posts, and awareness of everyone in the company. This approach saves precious time when the crisis actually hits. It allows you to focus on solving the problem instead of intensifying uncertainty and panic. Here is a step-by-step guide.  

Identify your crisis scenarios.

Being caught off guard is the worst thing. So, do not let it happen. Conduct a risk assessment to pinpoint potential crises specific to your business niche. Consider both internal and external factors that could disrupt normal operations or damage the online reputation of your company. Study industry-specific issues, past incidents, and current trends. How will you communicate in each situation? Knowing your risks helps you prepare targeted communication strategies in advance. Of course, it is impossible to create a perfectly polished strategy, but at least you will build a strong foundation for it.

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Form a crisis response team.

The next step is assembling a core team. It will manage communication during a crisis and should include top executives like the CEO, CFO, and CMO, and representatives from key departments like public relations and marketing. Select a confident spokesperson who will be the face of your company during the crisis. Define roles and responsibilities for each team member and establish communication channels they will work with, such as email, telephone, and live chat. Remember, everyone in your crisis response team must be media-savvy and know how to deliver difficult messages to the stakeholders.

Prepare communication templates.

When a crisis hits, things happen fast. That means communication needs to be quick, too. That’s why it is wise to have ready-to-go messages prepared for different types of crises your company may face. These messages can be adjusted to a particular situation when needed and shared on the company’s social media, website, and other platforms right away. These templates should include frequently asked questions and outline the company’s general responses. Make sure to approve these messages with your legal team for accuracy and compliance.

Establish communication protocols.

A crisis is always chaotic, so clear communication protocols are a must-have. Define trigger points – specific events that would launch the crisis communication plan. Establish a clear hierarchy for messages to avoid conflicting information. Determine the most suitable forms and channels, like press releases or social media, to reach different audiences. Here is an example of how you can structure a communication protocol:

  • Immediate alert. A company crisis response team is notified about a problem.  
  • Internal briefing.  The crisis team discusses the situation and decides on the next steps.  
  • External communication. A spokesperson reaches the media, customers, and suppliers.
  • Social media updates. A trained social media team outlines the situation to the company audience and monitors these channels for misinformation or negative comments.
  • Stakeholder notification. The crisis team reaches out to customers and partners to inform them of the incident and its risks. They also provide details on the company’s response efforts and measures.
  • Ongoing updates. Regular updates guarantee transparency and trust and let stakeholders see the crisis development and its recovery.

Practice and improve.

Do not wait for the real crisis to test your plan. Conduct regular crisis communication drills to allow your team to use theoretical protocols in practice. Simulate different crisis scenarios and see how your people respond to these. It will immediately demonstrate the strong and weak points of your strategy. Remember, your crisis communication plan is not a static document. New technologies and evolving media platforms necessitate regular adjustments. So, you must continuously review and update it to reflect changes in your business and industry.

Wrapping up

The ability to handle communication well during tough times gives companies a chance to really connect with the people who matter most—stakeholders. And that connection is a foundation for long-term success. Trust is key, and it grows when companies speak honestly, openly, and clearly. When customers and investors trust the company, they are more likely to stay with it and even support it. So, when a crisis hits, smart communication not only helps overcome it but also allows you to do it with minimal losses to your reputation and profits.

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