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13 Social Media Calendars, Tools, & Templates to Plan Your Content

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13 Social Media Calendars, Tools, & Templates to Plan Your Content

What do cross-country road trips, wedding speeches, and social media marketing have in common? Planning.

You could improvise all three, but it’s better to have a plan for what direction you’re heading — especially when developing your social media content strategy.

By now, most marketers recognize that social media plays an integral role in an effective inbound marketing strategy. With so many social networks available to us, it’s important to stay organized and have a plan for when and what you’re going to share on these platforms.

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Let’s dive into our list of top tools to stay organized and on top of your game.

Social Media Content Calendar Tools to Plan Your Messaging

1. HubSpot’s Downloadable Template for Excel

Content Calendar

Price: Free

social media calendar tools: HubSpot

Download This Template

Marketers might already use Excel for different types of reports and data analysis in their roles, but this multifaceted tool is perfect for social media content calendar organization, too. Excel can be customized according to the priorities and metrics your team is focused on, so it’s a great option for planning ahead.

The good news? We’ve already done the heavy lifting for you by creating a free, downloadable social media content calendar template using Microsoft Excel. Marketers can use this template to plan out individual social media posts easily — monthly or annually — while keeping an eye on bigger picture events, holidays, publications, and partnerships.

  • Use the Monthly Planning Calendar Tab above to get a bird’s-eye view of what’s coming down the content pipeline in a given month.
  • In the Content Repository tab, you can add the content you’ll be publishing on this tab to keep track of which pieces have been promoted already and to easily recall older content that can be re-promoted.
  • You can draft and plan out social media posts in advance on the Social Network Update tabs. These tabs are for organizational purposes. After planning out your social media posts, you’ll manually upload the content of the posts to a social media publisher.

For more on how to use the templates, check out this in-depth guide from my colleague Lindsay Kolowich.

This free resource can draft social media posts or bulk-upload them into a publishing app to maximize efficiency. (HubSpot customers: You can use this spreadsheet to organize content and upload it directly into Social Inbox. For instructions on doing this, check out the template’s cover sheet here.)

Why we like this social media tool:

Marketers with small teams and heavy workloads will love this intuitive template. It acts as a social media content planner, tracker, and archive, making it perfect for sharing your social plan with stakeholders and referring to it when you need to repurpose old content.

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2. Google Drive

Content Calendar and Asset Organization

Price: Free for personal use. Google Workspace plans for businesses start at $6 per month.

Google Drive has several helpful features that make it easy for social media marketers to build an effective content calendar.

Here’s an example of how a team might use Google Calendar to track their editorial and social media calendars to make sure posts align with new blog content. These calendars can be easily shared with multiple teams to avoid scheduling conflicts and align campaigns.

social media calendar tools: Google Drive

Marketers can also use shared Google Sheets to schedule posts on social media, track the status of different pieces of content, and assign tasks to team members without switching between platforms.

Social media calendar ideas listed on Google Sheets

With the help of Google Docs, users can keep comments all in one place and collaborate on different projects without emailing back and forth or scheduling a meeting. This is a particularly useful feature when editing content for social media, which may need to be drafted and approved quickly.

Google Docs document with projects listed and comments on those projects

Why we like this social media tool:

Google has several products that can be used together to create quick, seamless workflows. So whether you’re publishing dozens of posts per day across multiple platforms or ramping up one channel for your freelance business, you’ll find value in the Google Drive system. The best part is that HubSpot customers can easily link their Google Drive accounts to the HubSpot portal to upload files from Drive into the HubSpot software.

3. Loomly

Content Planning, Creation, Publishing, and Calendar

Price: 15-day free trial. The Base plan is $26 per month for 2 users and 10 accounts when you choose the annual agreement.

social media calendar tools: loomly

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If you want more mileage out of your content calendar, you can turn to an all-in-one content planning and publishing platform such as Loomly.

Loomly offers tools beyond content scheduling and management. This tool provides inspiration and direction to help you create content. It also allows you to manage your content assets, schedule posts, view them as a list or a calendar, and analyze what posts are working versus which ones need work.

Loomly’s most robust feature set includes a collaboration and approval environment so that teams can submit mockups, provide comments, see version logs, and flag for approval. This can help you streamline processes for efficiency when there are “too many cooks in the kitchen” on a particular project.

Why we like this social media tool:

If your team is responsible for organic and paid social, this tool can do both. And for your team who wants to avoid using their personal account for social media duties, they can respond to comments and replies directly in Loomly — that means they won’t need to login to each native platform to engage with followers.

4. Trello

Task Management and Content Calendar

Price: Free for individual use. The Standard plan starts at $5 per user per month, billed annually.

social media calendar tools: Trello

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Looking for an organizational tool that’s highly effective for team collaboration? Try Trello. This platform offers a full calendar view, making it easy to visualize what content is going out and when. More specifically, social media managers can use Trello’s flexible assignment “cards” and customizable “boards” and “lists” to map out to-do lists, manage a content calendar, plan a campaign, and store brainstorm ideas.

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You’re not limited to just one structure, though. Users can customize boards according to their needs. For example, a team could create a board to organize social media posts for a given week, on a specific platform, or post ideas around a topic, such as a campaign or awareness day.

Why we like this social media tool:

Trello cards can be assigned to different team members, marked with due dates, and commented on. Users can even customize labels with different publication statuses so the entire team can see the progress of their social media posts and when they’re due on the calendar. The labels could also indicate different social networks where content is being published.

5. SproutSocial

Social Publishing and Content Calendar

Price: The Standard plan starts at $89 per month for five social profiles, billed annually.

social media calendar tools: SproutSocial

Sprout Social’s social media calendar and publishing tool make it easy for teams or individuals to plan and schedule all of their social posts. You can schedule content to automatically post to Twitter, Facebook, Instagram, LinkedIn, Pinterest, and more.

You can also tag each social post and add notes to track and report your posting strategy and campaigns. Additionally, their publishing suite includes a tool called Optimal Send Times, which analyzes your social media data and automatically publishes at a time your audience is most engaged.

Why we like this social media tool:

Coming up with social media content ideas isn’t always easy. Sprout Social’s social listening tool lets marketers like you uncover niche conversations that your audience is interested in. From there, you can join the conversation for brand awareness or start your own conversation on the topic to grow your following.

6. Evernote

Content Calendar, Task Management, and Asset Organization

Price: The Basic plan is free. Create a custom template using the Personal plan for $7.99 per month.

social media calendar tools: Evernote

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Evernote is a note-taking app that marketers can use to keep track of all the moving parts that comprise a social media campaign.

The tool also features yearly, monthly, weekly, and hourly logs, making it easy to keep track of when you’re publishing content on social media, when you’re producing blog content, and other team-wide priorities. (Evernote offers customizable templates for each of these that can be downloaded into the app.)

Another useful feature is Evernote’s Web Clipper extension for Chrome. Marketers can use this tool to easily save links to their Evernote Notebook for sharing later on.

Why we like this social media tool:

The Evernote mobile app also boasts interesting features to help marketers keep their social content ideas straight. For example, you can easily snap a photo and save it to your Evernote files for review later. This feature is of particular value for social content creators looking to maintain a backlog of photos to publish on Instagram.

7. Hootsuite

Social Publishing and Content Calendar

Price: The Professional plan starts at $49 per month and starts with a free 14-day trial.

social media calendar tools: Hootsuite

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Hootsuite offers a built-in Planner tool to help you create campaigns, identify publishing gaps, and collaborate with your content creation team. Its primary features are in social publishing so that you can release content to your networks in advance, but it also has rich features for collaboration and post approvals.

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You can even curate content from other sources without logging into your account. Once your content is created, you can preview it with the Composer tool, which displays according to each social network’s unique format.

Why we like this social media tool:

Cross-collaboration is a big deal on just about any marketing team, and Hootsuite has a way to make this even easier. The social publishing platform comes with a built-in content library that serves as the single point of truth for your entire organization. Does your sales team need a product feature cheatsheet? Customer service looking for details on the latest product feature? All that and more can be found in your team’s Hootsuite content library.

8. Agorapulse

Social Publishing and Content Calendar

Price: The individual plan is free, or you can use the Pro plan for small teams starting at $79 per month.

social media calendar tools: Agorapulse

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Similar to Hootsuite, Agorapulse offers social publishing tools and a content calendar so that you can manage your social media accounts with ease. This includes scheduling (or rescheduling), queuing, and bulk uploading posts, which is incredibly helpful for teams who use quarterly or monthly content plans.

Why we like this social media tool:

What makes Agorapulse different is its social inbox that allows you to manage all the interactions from various platforms in a single place. After all, content isn’t just a one-and-done activity; it’s about building awareness and engagement with your readers as well.

9. StoryChief

Content Planning and Distribution

Price: Team pricing starts at $90 per month, billed annually.

social media calendar tools: StoryChief

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If you want more from your content calendar than simply knowing when posts go live, StoryChief is the option for you. With StoryChief’s smart calendar, you can better strategize and plan your content strategy across channels.

It displays much more than your timetable — it also allows you to assign collaborators to tasks and filter them by campaign. StoryChief self-describes its tool as a “content distribution platform” that unifies analytics and publishing across multiple channels for a more simplified approach to content creation. Best of all, it syncs with HubSpot and all of your favorite calendar apps.

Why we like this social media tool:

Believe it or not, there are quite a few similarities between social media marketing and SEO marketing— StoryChief bridges this gap with its SEO Copywriting tool. By highlighting the areas you can improve your copy for the reader (and subsequently the search engines), you can write clearer, more engaging content that works on social media and your website or blog.

10. ClearVoice

Content Creation and Management

Price: Request a free consultation for pricing.

social media calendar tools: ClearVoice

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So what about content planning and creation? ClearVoice offers content creation tools to fit into your workflow. Their big claim to fame is their Talent Network Search which allows you to find and connect to content creators to work on your projects. Yet, ClearVoice also has features for task management for internal and external collaborators.

You can create, edit, and approve projects in an interface that makes editorial management easy. It also includes a dashboard and dynamic editorial calendar with plenty of interactive functionality and integrations with other popular software.

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Why we like this social media tool:

Not every social team is working for a big agency or client. For freelance content teams who want to stay organized and on time with their social media publishing, ClearVoice offers some of the same great features at a price customized to your team.

11. Zerys

Content Creation and Management

Price: $40 per document plus $49 per month for project management.

social media calendar tools: Zerys

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Zerys is another platform that matches you with your ideal content creation freelancers. However, it markets itself as a platform dedicated to content success, offering content planning, production, publishing, promotion, conversion, and analytics features.

Why we like this social media tool:

You can manage unlimited content projects, plan keywords and titles for blog content, hire writers, and view deadlines on an integrated calendar. With the project management features that Zerys offers, in-house writers can use the platform to produce quality work on time every time. It also integrates with HubSpot so that publishing is a breeze.

Social Media Templates

HubSpot’s Social Media Calendar Template

If you’re new to setting up social media calendars, HubSpot offers a free, pre-made downloadable template that you can use to schedule out full weeks of posts.

HubSpot's Free Social Media Calendar Template

Download Now

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HubSpot’s Social Media Content Calendar Template for Startups

This template is very similar to the one seen above, but it includes tabs that work as a repository for content ideas. The template also includes helpful tips for posting on specific social media networks.

Social media idea repository tab on Social Media Calendar template from HubSpot

If you’re aiming to get all of your ideas down in order to develop a big-picture plan for your social assets, we recommend starting with this template.

The Benefits of Using a Social Media Content Calendar

We’re all busy, and inevitably, tasks slip through the cracks. Social media content is no exception.

Just like with blogging, a successful social media strategy requires regular publishing and engaging with followers to see positive results — whether that’s in terms of SEO, brand recognition, lead generation, or all three.

So, if you’re not already using a social media content calendar, here are three facts to pique your interest:

  1. You can pivot flawlessly when plans change by using a content calendar. With a social media content calendar, marketers can plan out posts for entire weeks or months in advance, which frees up working hours to strategize for the future. The best part is that you can always leave space for breaking news or current events in your industry. Otherwise, you’ll spend valuable time searching the internet every day for content to share, which is a known productivity killer.
  2. Grow your audience on each platform by curating content specifically for them. Social media marketers should take the time to craft custom messages for each network because the audience expects to see something different on each one. For example, your Instagram followers want to see Reels and Videos, while your Twitter followers like quick sound bites and shareable quotes. Planning this content in advance using a social media calendar will save you time throughout the week and ensure you’re being thoughtful and intentional when you post on each site.
  3. Optimize your social strategy by tracking the performance of your content each month. Without a calendar, social media marketers are publishing content into the void. They cannot track big-picture and past performance. With a calendar, marketers can look back and analyze which content performed best so they can adjust their strategy accordingly. If a particular type of post received a significant amount of views, you could recreate it for a different topic and see the same success.
  4. Take advantage of social media holidays to tap into a new but relevant audience. With the help of a calendar, marketers can plan for holidays and observance days, such as National Cat Day, when they can tailor their content and engage with a broader audience.

Social Media Calendar Examples

1. JotForm Social Media Calendarsocial media calendar tools: JotForm

JotForm’s social media calendar isn’t just visually appealing; it’s also functional. The tabs at the top reveal your social plan for every channel you execute your strategy on, including in-person or virtual events. If you’re modeling your social calendar after this one, don’t forget to include a tab for content details and who on your team will be responsible for creating the content. You might also include a separate tab for each month to keep things organized.

2. Firefly Marketing Social Media Content Calendar

social media calendar tools: Firefly Marketing

Going a more traditional route with your social media calendar? Try a Google Sheets template like the one created by Firefly Marketing. Each tab is dedicated to a different month, while the worksheet includes every channel you might need across the top. The rows are separated by week, so you can easily identify the date and time a post is scheduled for publishing. Our favorite part of this template is the pre-populated social media holiday column with fun dates that your audience will love.

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How To Create a Social Media Posting Schedule for Your Business

Scheduling your business’s social posts can keep you organized and help you consistently deliver content to your followers without worrying about looming deadlines. Content posting strategies can differ depending on the social media platform, and you should consider not only what you’re posting but also​​​​​​​ when you’re posting and how often. By creating a social posting schedule and adjusting the schedule to fit each platform, you can increase the chances that your posts will reach your audience.

Facebook

Facebook’s Meta Business Suite makes it easy to schedule posts and stories for your business.

Scheduling a Facebook Post on Desktop

Step 1: To schedule a post using the Meta Business Suite on desktop, start by selecting your business’s Facebook Page from the dropdown menu in the top left of your sidebar.

Step 2: Next, click Posts & Stories or Calendar, then click Create Post.

Step 3: Click Facebook News Feed ​​​​​​​to schedule the post to your news feed.

Step 4: Enter the details of your post, including text, media, and a link or location. If you choose to add a photo to your post, you won’t be able to add a link preview. Click Call to Action or Feeling/Activity to add an optional call to action or feeling/activity to your post. You cannot add both a call to action and a feeling/activity.

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Step 5: As you build your post, a preview will appear on the right. You can change the preview to see how your post will look on both desktop and mobile by using the dropdown menu at the top of the window.

Step 6: After building your post, click the arrow next to Publish and click Schedule Post. Select the date and time when you want your post to be published and click Schedule to schedule your post.

Scheduling a Facebook Post on Mobile

Step 1: You can also schedule Facebook posts on mobile by using the Meta Business Suite mobile app. Start by tapping Post to create a new post.

Step 2: Enter the details of your post, including text, media, links, a background color, and a feeling/activity. Then choose your business’s Facebook page to publish to Facebook.

Step 3: Tap Schedule for later and select the date and time when you want your post to be published. Then tap Schedule to schedule your post.

Instagram

Like Facebook, Instagram also uses the Meta Business Suite to schedule posts.

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Scheduling an Instagram Post on Desktop

Step 1: To schedule a post to Instagram using the Meta Business Suite on desktop, start by connecting your Instagram account to the Meta Business Suite.

Step 2: Once your Instagram account is connected, click the dropdown menu in the top left of your sidebar​​​​​​​ and select your Instagram account.

Step 3: Click Posts & Stories or Calendar, then click Create Post. Click Instagram Feed ​​​​​​​to schedule the post to your Instagram feed.

Step 4: Enter the details of your post, including text, media, and an optional link or location. If you choose to add a link to your Instagram post, it will not show a photo preview.

Step 5: As you build your post, a preview will appear on the right. You can change the preview to see how your post will look on both desktop and mobile by using the dropdown menu at the top of the window.

Step 6: After building your post, click the arrow next to Publish and click Schedule Post. Select the date and time when you want your post to be published and click Schedule to schedule your post.

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Scheduling an Instagram Post on Mobile

Step 1: Like Facebook, you can schedule Instagram posts on mobile using the Meta Business Suite mobile app. Start by tapping Post to create a new post.

Step 2: Enter the details of your post, including text, media, and links. Then choose your business’s Instagram page to publish to Instagram.

Step 3: Tap Schedule for later and select the date and time when you want your post to be published. Then tap Schedule to schedule your post.

LinkedIn

LinkedIn does not give users the ability to schedule posts, but by using third-party software such as Hubspot’s social media management tools that are included with HubSpot’s Marketing Hub Professional accounts, you can easily create and schedule LinkedIn posts.

Step 1: To schedule LinkedIn posts using HubSpot’s social media management tools, start by logging into your Marketing Hub Professional account.

Step 2: Next, navigate to Marketing > Social and click Create Social Post.

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Step 3: In the right panel, click LinkedIn. Create your post in the text box, including emojis, hashtags, mentions, tags, and a content link. When using HubSpot’s social media management tools, you can only mention or tag LinkedIn company pages, not LinkedIn users.

If you add a content link to your post, a post preview will appear. You can also add up to four images to your post by clicking the image icon, or add a video to your post by clicking the video icon.

Step 4: Click Preview to view a preview of how your post will appear on LinkedIn.

Step 5: To schedule your post, click on the When dropdown menu, choose a date and time and click Schedule post.

Twitter

Step 1: You can schedule Tweets for your business by logging into your Twitter Ads account and navigating to the Creatives > Tweets tab. In order to access the Creatives tab in your Twitter Ads account, your account must have a credit card on file.

Step 2: Next, click on New Tweet in the top right corner and create your Tweet. If you would like your Tweet to only be seen by users you have targeted in a Promoted Ads campaign, click the Promoted Only checkbox. Leave this unchecked if you would like the tweet to be seen organically by your followers.

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Step 3: Once you’ve written your tweet, click the down arrow next to Tweet, click Schedule, and select the date and time you would like the tweet to be posted.

Pinterest

Scheduling a Pinterest Post on Desktop

Pinterest allows you to schedule up to 100 Pins. You can schedule one Pin at a time, up to two weeks in advance.

Step 1: To schedule Pins for your business, log into your Pinterest Business account. Next, click Create at the left corner of your screen, then click Create Pin.

Step 2: Choose an image or video, and add a title, description, and link.

Step 3: Click Publish at a later date and choose the day and time you’d like to publish your Pin.

Step 4: Choose a board from the drop-down menu, or create a new board by clicking Create board.

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Step 5: Click Publish.

Scheduling a Pinterest Post on iOS

You can also schedule Pins using the Pinterest app on iOS.

Step 1: To start, log in to your Pinterest Business account.

Step 2: Tap the plus icon, then tap Pin.

Step 3: Take a photo for your Pin or select an image or video from your device, then tap Next.

Step 4: Add a title, description, and the destination website to your Pin.

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Step 5: Below Schedule Date, tap the edit icon and select the date and time you would like to publish your Pin.

Step 6: Tap Done.

Step 7: Tap Next.

Step 8: Choose an existing board to save your Pin to or tap Create board to create a new board.

How To Create a Content Calendar

  1. Download HubSpot’s content calendar template.

  2. Draft your content goals.

  3. Determine what types of content you want to publish.

  4. Choose which platforms you will post on.

  5. Plan the most efficient posting schedule for your content.

Step 1: Download HubSpot’s content calendar template.

HubSpot content calendar

Download Now

Consistently posting content is key to making the most of your business’s social media accounts. HubSpot’s content calendar template makes it easy to set up a monthly posting schedule for all of your business’s social media accounts. The template can be opened in Excel or uploaded to Google Sheets, so you can easily plan content with your team from anywhere.

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HubSpot’s content calendar template​​​​​​​ includes a monthly planning calendar, a content repository, and posting schedules for Twitter, Facebook, LinkedIn, Instagram, and Pinterest. With HubSpot’s content calendar template, your team can view and manage all of your business’s social media posting schedules and deadlines at a glance.

Step 2: Choose your content goals.

Americans spend around 2 hours on social media every day, making it a great way to reach out to your business’s current and potential customers. It’s not enough to know what you want to post; you also need to understand why your business posts content.

Posting content to social media can help your business achieve many goals, including raising brand awareness, driving traffic to your website, introducing new products and services to your customers, and even launching rebranding campaigns, to name a few.

When choosing your business’s content goals, consider what your brand most needs to accomplish. Are you looking to reach out to a new demographic and generate leads? Do you want to increase your customers’ engagement with your business? Knowing your content goals can help to ensure that your business’s content reaches the right audience with the right message.

Step 3: Determine what types of content you want to publish.

Once you know your business’s goals, decide what types of content your business will post. Each type of social media content has advantages and disadvantages. For example, blog posts and articles can help your business build credibility, but they can be time-consuming to create. Meanwhile, Tweets can help your business gain consumer insight and hone its brand voice, but Twitter’s limit of 280 characters per Tweet means your business may have to use long threads of multiple Tweets to get your message across. Carefully choosing the types of content that your business will post can help to ensure that your content is providing value to your audience.

Step 4: Determine what platforms you will post on.

Once you know your business’s content goals and the types of content you will publish, it’s time to choose where your business will post.

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Your business’s social media presence should be informed by its content, goals, and target audience demographics. For example, while posting on Instagram may help your business reach a young audience and market goods, the photo and video sharing platform may be a poor choice if you want to increase blog traffic among professionals in your industry. Likewise, a LinkedIn post may help drive traffic to your business’s blog but may not help you drive traffic to your online store.

Considering each social media platform’s strengths and weaknesses can help you accomplish your business’s content goals without wasting time and money marketing to users who are outside of your target audience.

Step 5: Determine the most efficient posting schedule for your content.

After deciding on your business’s goals, the types of content you will publish, and where you will post the content, you need to create the posting schedule that your business will use. Each social media platform has peak engagement times — certain days and times of day when users are most likely to view and engage with posts. Therefore, knowing the best times to post on each social media platform will help you maximize the reach of your business’s posts. For instance, user engagement on Facebook peaks between 11 a.m. and 1 p.m. on Wednesdays. User engagement on Facebook is lowest on Sundays, before 7 a.m. each day, and after 5 p.m. each day.

When creating your business’s content calendar, account for the engagement patterns for each of your business’s social media accounts to demystify the scheduling process, save time, and get your posts in front of your audience when they are most likely to see them.

What is the best social media calendar?

Now that we’ve reviewed a few helpful tools to kick your social media strategy into high gear, it’s time for you to experiment with them. The best social media calendar is one that saves you time, streamlines processes, and helps you work smarter, not harder.

Several of the platforms we’ve suggested are free to use or offer a free trial. Have one person on your team test one out and report their findings. You might find the tool that helps you reach your next social media KPI. Don’t forget, every social media team is different. Combining these tools could help you execute your strategy efficiently to drive ROI.

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Editor’s note: This post was originally published in 2017 and has been updated for comprehensiveness.

social media content calendar




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MARKETING

Tinuiti Marketing Analytics Recognized by Forrester

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Tinuiti Marketing Analytics Recognized by Forrester

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By Tinuiti Team

Rapid Media Mix Modeling and Proprietary Tech Transform Brand Performance

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Tinuiti, the largest independent full-funnel performance marketing agency, has been included in a recent Forrester Research report titled, “The Marketing Analytics Landscape, Q2 2024.” This report comprehensively overviews marketing analytics markets, use cases, and capabilities. B2C marketing leaders can use this research by Principal Analyst Tina Moffett to understand the intersection of marketing analytics capabilities and use cases to determine the vendor or service provider best positioned for their analytics and insights needs. Moffett describes the top marketing analytics markets as advertising agencies, marketing dashboards and business intelligence tools, marketing measurement and optimization platforms and service providers, and media analytics tools.

As an advertising agency, we believe Tinuiti is uniquely positioned to manage advertising campaigns for brands including buying, targeting, and measurement. Our proprietary measurement technology, Bliss Point by Tinuiti, allows us to measure the optimal level of investment to maximize impact and efficiency. According to the Forrester report, “only 30% of B2C marketing decision-makers say their organization uses marketing or media mix modeling (MMM),” so having a partner that knows, embraces, and utilizes MMM is important. As Tina astutely explains, data-driven agencies have amplified their marketing analytics competencies with data science expertise; and proprietary tools; and tailored their marketing analytics techniques based on industry, business, and data challenges. 

Our Rapid Media Mix Modeling sets a new standard in the market with its exceptional speed, precision, and transparency. Our patented tech includes Rapid Media Mix Modeling, Always-on Incrementality, Brand Equity, Creative Insights, and Forecasting – it will get you to your Marketing Bliss Point in each channel, across your entire media mix, and your overall brand performance. 

As a marketing leader you may ask yourself: 

  • How much of our marketing budget should we allocate to driving store traffic versus e-commerce traffic?
  • How should we allocate our budget by channel to generate the most traffic and revenue possible?
  • How many customers did we acquire in a specific region with our media spend?
  • What is the impact of seasonality on our media mix?
  • How should we adjust our budget accordingly?
  • What is the optimal marketing channel mix to maximize brand awareness? 

These are just a few of the questions that Bliss Point by Tinuiti can help you answer.

Learn more about our customer-obsessed, product-enabled, and fully integrated approach and how we’ve helped fuel full-funnel outcomes for the world’s most digital-forward brands like Poppi & Toms.

The Landscape report is available online to Forrester customers or for purchase here

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Ecommerce evolution: Blurring the lines between B2B and B2C

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Ecommerce evolution: Blurring the lines between B2B and B2C

Understanding convergence 

B2B and B2C ecommerce are two distinct models of online selling. B2B ecommerce is between businesses, such as wholesalers, distributors, and manufacturers. B2C ecommerce refers to transactions between businesses like retailers and consumer brands, directly to individual shoppers. 

However, in recent years, the boundaries between these two models have started to fade. This is known as the convergence between B2B and B2C ecommerce and how they are becoming more similar and integrated. 

Source: White Paper: The evolution of the B2B Consumer Buyer (ClientPoint, Jan 2024)

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What’s driving this change? 

Ever increasing customer expectations  

Customers today expect the same level of convenience, speed, and personalization in their B2B transactions as they do in their B2C interactions. B2B buyers are increasingly influenced by their B2C experiences. They want research, compare, and purchase products online, seamlessly transitioning between devices and channels.  They also prefer to research and purchase online, using multiple devices and channels.

Forrester, 68% of buyers prefer to research on their own, online . Customers today expect the same level of convenience, speed, and personalization in their B2B transactions as they do in their B2C interactions. B2B buyers are increasingly influenced by their B2C experiences. They want research, compare, and purchase products online, seamlessly transitioning between devices and channels.  They also prefer to research and purchase online, using multiple devices and channels

Technology and omnichannel strategies

Technology enables B2B and B2C ecommerce platforms to offer more features and functionalities, such as mobile optimization, chatbots, AI, and augmented reality. Omnichannel strategies allow B2B and B2C ecommerce businesses to provide a seamless and consistent customer experience across different touchpoints, such as websites, social media, email, and physical stores. 

However, with every great leap forward comes its own set of challenges. The convergence of B2B and B2C markets means increased competition.  Businesses now not only have to compete with their traditional rivals, but also with new entrants and disruptors from different sectors. For example, Amazon Business, a B2B ecommerce platform, has become a major threat to many B2B ecommerce businesses, as it offers a wide range of products, low prices, and fast delivery

“Amazon Business has proven that B2B ecommerce can leverage popular B2C-like functionality” argues Joe Albrecht, CEO / Managing Partner, Xngage. . With features like Subscribe-and-Save (auto-replenishment), one-click buying, and curated assortments by job role or work location, they make it easy for B2B buyers to go to their website and never leave. Plus, with exceptional customer service and promotional incentives like Amazon Business Prime Days, they have created a reinforcing loyalty loop.

And yet, according to Barron’s, Amazon Business is only expected to capture 1.5% of the $5.7 Trillion addressable business market by 2025. If other B2B companies can truly become digital-first organizations, they can compete and win in this fragmented space, too.” 

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If other B2B companies can truly become digital-first organizations, they can also compete and win in this fragmented space

Joe Albrecht
CEO/Managing Partner, XNGAGE

Increasing complexity 

Another challenge is the increased complexity and cost of managing a converging ecommerce business. Businesses have to deal with different customer segments, requirements, and expectations, which may require different strategies, processes, and systems. For instance, B2B ecommerce businesses may have to handle more complex transactions, such as bulk orders, contract negotiations, and invoicing, while B2C ecommerce businesses may have to handle more customer service, returns, and loyalty programs. Moreover, B2B and B2C ecommerce businesses must invest in technology and infrastructure to support their convergence efforts, which may increase their operational and maintenance costs. 

How to win

Here are a few ways companies can get ahead of the game:

Adopt B2C-like features in B2B platforms

User-friendly design, easy navigation, product reviews, personalization, recommendations, and ratings can help B2B ecommerce businesses to attract and retain more customers, as well as to increase their conversion and retention rates.  

According to McKinsey, ecommerce businesses that offer B2C-like features like personalization can increase their revenues by 15% and reduce their costs by 20%. You can do this through personalization of your website with tools like Product Recommendations that help suggest related products to increase sales. 

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Focus on personalization and customer experience

B2B and B2C ecommerce businesses need to understand their customers’ needs, preferences, and behaviors, and tailor their offerings and interactions accordingly. Personalization and customer experience can help B2B and B2C ecommerce businesses to increase customer satisfaction, loyalty, and advocacy, as well as to improve their brand reputation and competitive advantage. According to a Salesforce report, 88% of customers say that the experience a company provides is as important as its products or services.

Related: Redefining personalization for B2B commerce

Market based on customer insights

Data and analytics can help B2B and B2C ecommerce businesses to gain insights into their customers, markets, competitors, and performance, and to optimize their strategies and operations accordingly. Data and analytics can also help B2B and B2C ecommerce businesses to identify new opportunities, trends, and innovations, and to anticipate and respond to customer needs and expectations. According to McKinsey, data-driven organizations are 23 times more likely to acquire customers, six times more likely to retain customers, and 19 times more likely to be profitable. 

What’s next? 

The convergence of B2B and B2C ecommerce is not a temporary phenomenon, but a long-term trend that will continue to shape the future of ecommerce. According to Statista, the global B2B ecommerce market is expected to reach $20.9 trillion by 2027, surpassing the B2C ecommerce market, which is expected to reach $10.5 trillion by 2027. Moreover, the report predicts that the convergence of B2B and B2C ecommerce will create new business models, such as B2B2C, B2A (business to anyone), and C2B (consumer to business). 

Therefore, B2B and B2C ecommerce businesses need to prepare for the converging ecommerce landscape and take advantage of the opportunities and challenges it presents. Here are some recommendations for B2B and B2C ecommerce businesses to navigate the converging landscape: 

  • Conduct a thorough analysis of your customers, competitors, and market, and identify the gaps and opportunities for convergence. 
  • Develop a clear vision and strategy for convergence, and align your goals, objectives, and metrics with it. 
  • Invest in technology and infrastructure that can support your convergence efforts, such as cloud, mobile, AI, and omnichannel platforms. 
  • Implement B2C-like features in your B2B platforms, and vice versa, to enhance your customer experience and satisfaction.
  • Personalize your offerings and interactions with your customers, and provide them with relevant and valuable content and solutions.
  • Leverage data and analytics to optimize your performance and decision making, and to innovate and differentiate your business.
  • Collaborate and partner with other B2B and B2C ecommerce businesses, as well as with other stakeholders, such as suppliers, distributors, and customers, to create value and synergy.
  • Monitor and evaluate your convergence efforts, and adapt and improve them as needed. 

By following these recommendations, B2B and B2C ecommerce businesses can bridge the gap between their models and create a more integrated and seamless ecommerce experience for their customers and themselves. 

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MARKETING

Streamlining Processes for Increased Efficiency and Results

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Streamlining Processes for Increased Efficiency and Results

How can businesses succeed nowadays when technology rules?  With competition getting tougher and customers changing their preferences often, it’s a challenge. But using marketing automation can help make things easier and get better results. And in the future, it’s going to be even more important for all kinds of businesses.

So, let’s discuss how businesses can leverage marketing automation to stay ahead and thrive.

Benefits of automation marketing automation to boost your efforts

First, let’s explore the benefits of marketing automation to supercharge your efforts:

 Marketing automation simplifies repetitive tasks, saving time and effort.

With automated workflows, processes become more efficient, leading to better productivity. For instance, automation not only streamlines tasks like email campaigns but also optimizes website speed, ensuring a seamless user experience. A faster website not only enhances customer satisfaction but also positively impacts search engine rankings, driving more organic traffic and ultimately boosting conversions.

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Automation allows for precise targeting, reaching the right audience with personalized messages.

With automated workflows, processes become more efficient, leading to better productivity. A great example of automated workflow is Pipedrive & WhatsApp Integration in which an automated welcome message pops up on their WhatsApp

within seconds once a potential customer expresses interest in your business.

Increases ROI

By optimizing campaigns and reducing manual labor, automation can significantly improve return on investment.

Leveraging automation enables businesses to scale their marketing efforts effectively, driving growth and success. Additionally, incorporating lead scoring into automated marketing processes can streamline the identification of high-potential prospects, further optimizing resource allocation and maximizing conversion rates.

Harnessing the power of marketing automation can revolutionize your marketing strategy, leading to increased efficiency, higher returns, and sustainable growth in today’s competitive market. So, why wait? Start automating your marketing efforts today and propel your business to new heights, moreover if you have just learned ways on how to create an online business

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How marketing automation can simplify operations and increase efficiency

Understanding the Change

Marketing automation has evolved significantly over time, from basic email marketing campaigns to sophisticated platforms that can manage entire marketing strategies. This progress has been fueled by advances in technology, particularly artificial intelligence (AI) and machine learning, making automation smarter and more adaptable.

One of the main reasons for this shift is the vast amount of data available to marketers today. From understanding customer demographics to analyzing behavior, the sheer volume of data is staggering. Marketing automation platforms use this data to create highly personalized and targeted campaigns, allowing businesses to connect with their audience on a deeper level.

The Emergence of AI-Powered Automation

In the future, AI-powered automation will play an even bigger role in marketing strategies. AI algorithms can analyze huge amounts of data in real-time, helping marketers identify trends, predict consumer behavior, and optimize campaigns as they go. This agility and responsiveness are crucial in today’s fast-moving digital world, where opportunities come and go in the blink of an eye. For example, we’re witnessing the rise of AI-based tools from AI website builders, to AI logo generators and even more, showing that we’re competing with time and efficiency.

Combining AI-powered automation with WordPress management services streamlines marketing efforts, enabling quick adaptation to changing trends and efficient management of online presence.

Moreover, AI can take care of routine tasks like content creation, scheduling, and testing, giving marketers more time to focus on strategic activities. By automating these repetitive tasks, businesses can work more efficiently, leading to better outcomes. AI can create social media ads tailored to specific demographics and preferences, ensuring that the content resonates with the target audience. With the help of an AI ad maker tool, businesses can efficiently produce high-quality advertisements that drive engagement and conversions across various social media platforms.

Personalization on a Large Scale

Personalization has always been important in marketing, and automation is making it possible on a larger scale. By using AI and machine learning, marketers can create tailored experiences for each customer based on their preferences, behaviors, and past interactions with the brand.  

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This level of personalization not only boosts customer satisfaction but also increases engagement and loyalty. When consumers feel understood and valued, they are more likely to become loyal customers and brand advocates. As automation technology continues to evolve, we can expect personalization to become even more advanced, enabling businesses to forge deeper connections with their audience.  As your company has tiny homes for sale California, personalized experiences will ensure each customer finds their perfect fit, fostering lasting connections.

Integration Across Channels

Another trend shaping the future of marketing automation is the integration of multiple channels into a cohesive strategy. Today’s consumers interact with brands across various touchpoints, from social media and email to websites and mobile apps. Marketing automation platforms that can seamlessly integrate these channels and deliver consistent messaging will have a competitive edge. When creating a comparison website it’s important to ensure that the platform effectively aggregates data from diverse sources and presents it in a user-friendly manner, empowering consumers to make informed decisions.

Omni-channel integration not only betters the customer experience but also provides marketers with a comprehensive view of the customer journey. By tracking interactions across channels, businesses can gain valuable insights into how consumers engage with their brand, allowing them to refine their marketing strategies for maximum impact. Lastly, integrating SEO services into omni-channel strategies boosts visibility and helps businesses better understand and engage with their customers across different platforms.

The Human Element

While automation offers many benefits, it’s crucial not to overlook the human aspect of marketing. Despite advances in AI and machine learning, there are still elements of marketing that require human creativity, empathy, and strategic thinking.

Successful marketing automation strikes a balance between technology and human expertise. By using automation to handle routine tasks and data analysis, marketers can focus on what they do best – storytelling, building relationships, and driving innovation.

Conclusion

The future of marketing automation looks promising, offering improved efficiency and results for businesses of all sizes.

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As AI continues to advance and consumer expectations change, automation will play an increasingly vital role in keeping businesses competitive.

By embracing automation technologies, marketers can simplify processes, deliver more personalized experiences, and ultimately, achieve their business goals more effectively than ever before.

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