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13 Expert Tips for Choosing Tech That Makes Your Content Strategy Work



13 Expert Tips for Choosing Tech That Makes Your Content Strategy Work

If you plan to acquire new technology to support your content strategy, don’t look at the eye-popping Marketing Technology Landscape Super Graphic from Chief Martec.

The most recent version (from 2020) details 8,000 products categorized into advertising and promotion, content and experience, social and relationships, commerce and sales, data, and management.

Whether you viewed this intimidating graphic or chose to skip it, here’s the takeaway: You have a lot of options. How do you choose the technology that’s right for your needs?

We asked the experts presenting at ContentTECH Summit in March for their best advice. They came up with insights into the tech selection process – and pointed out ways to tackle the hurdles you’ll face in successfully integrating new tech into your content and brand operations.

Take tech for a test drive and visit other drivers

When possible, take the technology for a test drive and speak to people who are actually using the product in their companies. Seeing what the technology looks like in everyday usage is vital. Don’t be afraid to reach out to other marketers in groups on LinkedIn, Facebook, or Reddit: The community is here to support each other. – Zontee Hou, director of strategy, Convince & Convert

Test drive any #Content tech and talk to people who use it now through LinkedIn, Facebook, or Reddit groups. The community is here to support you, @ZonteeHou via @CMIContent. #ContentTECH Click To Tweet

Ask fellow employees

Talk to everyone and anyone, inside and outside of your organization. You may find other content teams in your organization need similar technology. Or they may have already explored the technology you’re considering buying and can save you time or frustration. Find out if there’s an opportunity to sync up with other teams to reduce costs, redundancies, and situations where content can’t connect across silos. – Gavin Austin, principal tech writer, Salesforce


Talk to coworkers in other groups about #Content technology. They might have explored the options you’re considering or need something similar, says @GavinAustinSays via @CMIContent. #ContentTECH Click To Tweet

Begin with a workshop and a technology audit

Start with what you want the new technology to do for your content strategy. Identify those needs in a cross-functional workshop. Invite representatives from around the organization. Map what “good” looks like and what is needed to automate and personalize those content experiences at scale.

Before you buy anything, audit your existing tech stack to see if it can fill some of the gaps. If not, create a scorecard with the top 10 benefits you expect and rate your vendors against them. Read reviews, draw up a short list of solutions, meet vendors, run through demos, and speak to existing users of the technology if you can.

It may sound like a long process, but no one wants to re-platform after a tech investment does not deliver on its promise. And finally, make sure you have a robust technology onboarding plan for your team and map your processes and ways of working. – Karen Hesse, founder and CEO, 256

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Start your #Content technology search with a workshop to define your needs and an audit of your existing tech stack, says @256media via @CMIContent. #ContentTECH Click To Tweet

Secure blessing from users

Get buy-in from all stakeholders upfront, especially from frontline contributors who are expected to use the technology. – Jeff Coyle, co-founder and chief strategy officer, MarketMuse

Get buy-in for #Content tech from the people who will use it, says @jeffrey_coyle via @CMIContent. #ContentTECH Click To Tweet

Look into the future

Ask, “How will I use this technology to future-proof my content for at least the next 10 years?” As cool as new technology can be, it is only half the equation. Future-proofed content is componentized and written in a way that it can stand alone no matter the context.


New technology can help you with the componentization, but the writing? That’s still on you. Alongside your new technology, what new processes will ensure your writing team creates accurate and engaging content even if it were to appear on a platform that no one has envisioned yet?”– Josh Anderson, associate information architect, Precision Content Authoring Solutions

Think about how to use #Content technology to future-proof your content. But also consider how to create content for platforms that don’t exist yet, says #JoshAnderson via @CMIContent. #ContentTECH Click To Tweet

Take control and ask ‘what if?’

The conventional wisdom says that technology should support your goals. Implementation of new technology is not an IT project. It’s your project, and it must be driven by your needs. You must have a clear understanding of where you are going and why. Based on your vision, you can compile use cases and write scenarios that will be the foundation of your requirements for the technology. That’s true, and it works in many cases.

However, new technologies are emerging. They can offer you fundamentally new opportunities that you haven’t had until now and maybe haven’t ever thought about. These opportunities were not part of your vision and goals. In this case, technology may inspire some new ideas and a new vision of your goals. For example, what if pharma companies could use technology to tailor information in drug leaflets to a patient’s profile – age, personal medical conditions, chronic diseases, etc.? How would that change the way these companies create and deliver content? How would that change the way patients engage with the content? – Alex Masycheff, CEO, Intuillion

A #Content tech search can inspire new ideas and goals, says @DITAToo1 via @CMIContent. #ContentTECH Click To Tweet

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Think fresh, not refresh

Don’t select new technology using old methods. Apply “design thinking” to create an agile, empirical selection process, as I explained in detail in the book The Right Way to Select Technology. – Jarrod Gingras, managing director and analyst, Real Story Group

Don’t select new #Content technology using old methods. Use design thinking for an agile, empirical selection process, says @jarrodgingras via @CMIContent. #ContentTECH Click To Tweet

Invest in people and process before tech

Tech should always be the last thing you invest in. Using the triangle of people, process, and tech, I believe that is the order. Great people are the core to getting things done. Then those people need process, so we’re not taking on non-scalable ideas. Once we’ve proven success, tech allows that true scale to happen. – Randy Frisch, CEO and co-founder, Uberflip


Invest in #Content tech last – after people and processes, says @randyfrisch via @CMIContent. #ContentTECH Click To Tweet

Go beyond the demo

My best advice for any content marketing team is don’t believe the demo. Make the provider set it up as a real account using your data, content, use cases, etc. Then, you can really see if the product will perform as you expect. Every time that I’ve failed to do this, the software purchased has failed to deliver on the promise. – Tom Martin, president, Converse Digital

Don’t believe the #content tech demo – make vendors set up a real account using your real data, says @TomMartin via @CMIContent. #ContentTECH Click To Tweet

Know what you need it to do

Ask what problem it solves. Not if the tech is shinny or flashy, but what specific problems will this purchase solve? – Rob Walch, vice president of Libsyn enterprise and platform partnerships, Libsyn

Ask what specific problems will this tech purchase solve, advises @podcast411 via @CMIContent. #ContentTECH Click To Tweet

Match to your business goals

Consider your business goals and what you want your content to do for the business, now and in the future. Look for technology that supports those goals. Let your business needs and content strategy guide your selection and use of technology. Also, think about where you can adopt new ways of working. Too many teams end up customizing the new technology to match current processes rather than modernizing how they work. – Regina Lynn Preciado, senior content strategist, Content Rules

Look for technology that supports your business goals now and in the future, says @contentrulesinc via @CMIContent. #ContentTECH Click To Tweet

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Streamline across organization

Make sure it talks to your other systems. The tech stack will only get more confusing and burdensome when systems become redundant and disconnected. – Ali Orlando Wert, director, marketing strategy, SmartBug Media


If you are planning to acquire new technology to support your #ContentStrategy, make sure it talks to your other systems, says @aliorlandowert via @CMIContent. #ContentTECH Click To Tweet

Answer these questions first

Triple check if you really need the new tech. All new tech asks for transition and change: Are you up for it? Is it worth it? Can the same be achieved with a different approach?    – Tim Hanse, principal consultant, Crossphase

Triple check to see if you really need the new tech, says #TimHanse via @CMIContent. #ContentTECH Click To Tweet

Don’t forget the big picture

Selecting the right technology is only a part of the challenge in a successful strategy that combines content and tech. Make plans to tackle the bigger picture, too.

The tools themselves won’t unify content creation across various outputs or content teams, says Salesforce’s Gavin Austin. That unity only comes when you provide resources, examples, or justifications to help everyone learn and understand the strategy.

As Regina Lynn Preciado of Content Rules says: “Organizations try to do too much at once and end up giving up – they lack a phased plan. People don’t all understand and commit to the vision (if there is a vision), so the efforts become scattered.”

Of course, tech won’t be helpful if it extracts trustworthy data about your customers’ behaviors, says 256’s Karen Hesse. You also need a written content strategy that details where your customers’ needs intersect with your company’s expertise. Only then can “martech innovations can really help to personalize and scale the customer content experience,” Karen says.

Before you start

Combining content and tech to execute your strategy won’t happen in one week, month, or quarter.


The overarching lesson in selecting the right technology for your content strategy is this: It’s OK to feel overwhelmed. Just take a breath (or two) and get started.

Create a step-by-step plan – with the helpful advice from these experts – to make it more manageable and more likely to be successful.

What tech investments are you considering this year? How are you approaching the search? Let us know in the comments.

Want to learn how to balance, manage, and scale great content experiences across all your essential platforms and channels? Join us at ContentTECH Summit this March in San Diego. Browse the schedule or register today. Use the code BLOG100 to save $100.

Cover image by Joseph Kalinowski/Content Marketing Institute

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Martech failure? 50% say loyalty programs don’t offer much value



Martech failure? 50% say loyalty programs don't offer much value

The goal of martech is to add value for business and customer via personalized experiences which increase brand engagement. Loyalty programs seem like the perfect channel for this. So why is there such a huge gap between customers’ expectations for those programs and what they get?

Half of all US customers say loyalty programs don’t offer much value, according to a report from digital insights firm Incisiv and Punchh, a customer loyalty services provider. This is a real problem, given the huge impact these programs have on customer retention, satisfaction and brand advocacy. Customers who sign up for them engage with that brand 70% more than those who do not. 

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The gaps. So what is it customers want and aren’t getting?

  • 70% prefer to manage loyalty programs via app.
    • 26% Top 150 retailers and restaurant chains have a dedicated loyalty app.
  • 67% expect surprise gifts.
    • 28% Retailers and restaurant chains send gifts, offers or discounts on special occasions
  • 75% prefer instant discounts/redemptions.
    • 16% Retailers and restaurant chains offer instant discount on purchases instead of reward points.
  • 72% expect personalized rewards.
    • 48% Retailers and restaurant chains offer some form of personalization.

Enough with the cards already. It’s 2022 and people have been irritated about physical loyalty cards for decades. In case your own experience isn’t proof enough: 43% of shoppers say physical cards are the biggest obstacles to claiming rewards. And, this shouldn’t be surprising, 57% of shoppers like to engage with loyalty programs on their mobile phones. This means a digital rewards card is the bare minimum if you don’t have an app. 

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Read next: Leaning on loyalty, Chipotle orchestrates engagement across channels

If you do have an app, it should clearly provide more functionality and benefits than a card. The more it does that, the more people are likely to use it. Over 70% of shoppers are more likely to participate in a loyalty program that provides access to loyalty cards and rewards via its mobile app. However, only 4% of grocery retailers offer enhanced rewards or benefits on their apps.

Make members feel special. Joining a loyalty program signals that a customer values your brand (37% of shoppers are willing to pay to join or upgrade to a higher tier of their loyalty membership). Make sure they know you feel the same about them. Nearly 60% say loyalty programs don’t make them feel they are a part of an exclusive group. How? Well, 46% want premier or exclusive access to sales and promotions.


Why we care. I can’t tell you how many websites I registered with and forgot about that send me an email on my birthday. I get them from a few loyalty programs as well. I’ve never gotten one with an offer or a discount. 

The bare minimum martech stack provides data unification, digitization and channel integration. A good one offers real-time analysis of customer behavior (past purchases, browsing history, etc.) combined with things like product attributes and availability to create an attractive personalized offering. For the customer, loyalty programs have to be more than a way to earn points. They have to give something unique and special. If your stack can’t tell you what that thing is, there’s something wrong with it.

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About The Author

Constantine von Hoffman is managing editor of MarTech. A veteran journalist, Con has covered business, finance, marketing and tech for, Brandweek, CMO, and Inc. He has been city editor of the Boston Herald, news producer at NPR, and has written for Harvard Business Review, Boston Magazine, Sierra, and many other publications. He has also been a professional stand-up comedian, given talks at anime and gaming conventions on everything from My Neighbor Totoro to the history of dice and boardgames, and is author of the magical realist novel John Henry the Revelator. He lives in Boston with his wife, Jennifer, and either too many or too few dogs.

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