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From The Honest Company to TOMS, Plus Key Event Highlights From Tinuiti Experts

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From The Honest Company to TOMS, Plus Key Event Highlights From Tinuiti Experts

Every year, Amazon brings together thousands of advertising professionals for their flagship event, unBoxed. Industry leaders share insights on how to up-level Amazon knowledge through insightful keynote sessions, engaging breakouts, and various networking events. From groundbreaking product announcements to game-changing new features, this event is a window into the future of retail, advertising, and ecommerce.

We were on the ground (and on the stage) at this year’s event taking in the latest and greatest announcements from the ecommerce giant as well as sharing a few expert tips and tricks of our own.

Join us as we unpack this year’s unBoxed where we’ll bring you up to speed on Amazon’s latest and greatest news, key takeaways from our experts, and insights you can incorporate into your Amazon strategy in 2024. 

Let’s jump right in.

Innovating for You: TOMS and Tinuiti Join Forces in Keynote Session

At this year’s unBoxed, Tinuiti was thrilled to be on the ground at the event, not only as a platinum sponsor, but also as an industry thought leader. During the second day keynote session, Tinuiti’s Senior Director of Strategic Marketplaces, Joe O’Connor, was joined on stage by Jenny Fung, Director of Channel Marketing at TOMS and Teresa Uthurralt, Director of Partner Development and Marketing at Amazon Ads to discuss the important world of brand and partner collaborations.

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To start the session, the team took a deeper look at how TOMS and Tinuiti worked together to inspire customers to take action for a good cause. 

 

Tinuiti’s Senior Director of Strategic Marketplaces, Joe O’Connor, was joined on stage by Jenny Fung, Director of Channel Marketing at TOMS and Teresa Uthurralt, Director of Partner Development and Marketing at Amazon Ads.

 

Fung started the keynote by describing how TOMS faced a new challenge when they recently shifted their philanthropic approach from the One for One model to their ‘Wear Good’ model, donating a third of their profits to help support a wider variety of organizations through cash grants. She described how one of the biggest challenges they faced with evolving their impact strategy was that the previous One for One approach was well-known and easy to understand. TOMS found that spreading awareness of their new ‘Wear Good’ impact model was difficult for a couple of reasons including budget constraints and character limits on traditional Search ads.

The Process:

O’Connor went on to describe how the Tinuiti team solved this challenge for TOMS. To enhance TOMS’ “Wear Good” messaging while managing budget constraints, Tinuiti seized an opportunity from Amazon. The Amazon team offered funding for the creation of Streaming TV (STV) creative if a QR code was included in the content.

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This approach had multiple benefits: it allowed for the use of motion and sound to convey TOMS’ brand story, alleviated budget constraints by eliminating the need for video creative expenses, and facilitated direct user engagement with the brand creative.

Although TOMS had not previously run an Amazon STV campaign, they agreed to participate in this beta test due to its alignment with their brand objectives. The STV ad was designed with non-skippable video and audio, directing users to the TOMS Amazon Store, where they could learn more about the brand’s story and explore its products. The ad also prominently featured the “Wear Good” call to action in both audio and video formats. To maximize the value of the video media, Tinuiti created remarketing segments for users exposed to the STV campaign, re-engaging those who did not convert with Amazon DSP ads to guide them through the funnel towards conversion.

The Results:

– With the reallocation of 50% of the DSP budget to STV, we anticipated a 53% decrease in impressions but were pleased to see a month-over-month increase in new-to-brand units sold (+58% MoM), branded searches (+25% MoM), and product sales (+32% MoM)

– The higher MoM searches and sales with lower overall MoM reach implies Amazon shoppers who saw the brand’s video message engaged more with the brand than when only seeing a conventional DSP banner and ad

When asked about the team’s collaboration throughout this partnership, Fung and O’Connor both highlighted the importance of communication, transparency, and alignment… 

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“Not only does this alignment of goals and priorities better enable Tinuiti to bring the right opportunities to TOMS but it also empowers us, Tinuiti, Amazon and the TOMS team, collectively, to move fast. With all the new features and capabilities that Amazon brings to market and how quickly overall market dynamics can change, and have changed particularly over the past 2-3 years, being able to align on strategy with speed has become increasingly important to delivering success.”

– Joe O’Connor, Senior Director of Strategic Marketplaces at Tinuiti 

“We’ve built a strong foundation based on trust, collaboration, and communication, but what we also have is transparency in our partnership. Tinuiti knows our business and is really an extension of our brand. We act as one team trying to reach the same goals and objectives and ultimately, this is how we are all successful together.”

– Jenny Fung, Director, Channel Marketing at TOMS

To wrap up the session, O’Connor highlighted two tips for brands that want to work with partners to freshen their approach.

First being that businesses don’t need huge budgets to build their brand with STV. This strategy can be applied just as successfully whether you are re-branding or just aiming to build your existing brand.

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Second, building trust and communication is key. He covered how it’s crucial to be passionate about the brand and the importance of having a testing mindset that’s grounded in the use of data.

Key Takeaways

Attendees left this session with three important takeaways to keep in mind as they build their strategy for 2024… 

  • Streaming TV can be accessible to brands even with modest budgets. It can drive great results and complements Sponsored Ads. 
  • Great partners know their brands’ businesses like their own and have earned their trust. Having both parties be in lock-step helps deliver the best possible results.
  • The importance of partner collaboration cannot be overstated. Brands can accomplish amazing things when they prioritize customers and innovate on their behalf.

 

The Power of Amazon Marketing Cloud: Delivering the Right Message at the Right Time (Featuring Tinuiti and The Honest Company)

As performance marketers, we all understand the increasing importance of connecting with shoppers through personalized ad experiences. But as we quickly move toward a cookieless future, determining how we’ll build and execute those relevant marketing messages is a topic in near-constant discussion. 

Nancy-lee McLaughlin, VP of Commerce Media at Tinuiti, dove into the topic during her session at Amazon unBoxed 2023 —The Power of Amazon Marketing Cloud: Delivering the Right Message at the Right Time.  

 

Nancy-lee McLaughlin, VP of Commerce Media at Tinuiti at Amazon unBoxed 2023.

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McLaughlin explored the incredible brand-building opportunities available on Amazon today thanks to the platform’s ongoing advances in all facets of advertising, including audience segmentation and omnichannel measurement. 

Released in 2012, the Amazon Ads Platform (AAP) helped advertisers reach relevant audiences from the beginning. However, when first launched, the only pre-set audience options available were bucketed into In-Market and Lifestyle behaviors. 

When AAP evolved into Amazon DSP, it brought with it more than a name change, including advanced audience capabilities that enabled marketers to build segments based on Amazon 1P events of their own within the ADSP self-service console. However, there were still some limitations regarding the behaviors you could build segments around—particularly connecting behaviors across media channels, such as reaching users who were exposed to an STV ad with a DSP-Display ad. We know that 75% of shoppers are omnichannel, and so more than ever, it is vital to ensure we have a connected commerce strategy and know how to communicate with specific audiences. 

In 2023, fully custom audience creation is possible thanks to the release of AMC Audiences in Amazon Marketing Cloud (AMC).    

“Amazon’s flywheel of price, selection, and convenience not only revolutionized e-commerce, it forever changed how brands engage with their customers. While that flywheel is just as important today as it was on day one, Amazon’s ever evolving AdTech suite ushers in the next generation flywheel, built on AWS and powered by Amazon Marketing Cloud’s interoperability.”

–  Nancy-lee McLaughlin, VP, Commerce Media at Tinuiti

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Nancy McLaughlin

Tinuiti’s team of Amazon advertising experts understood that AMC Audiences would give them the power to marry their creative message with specific consumer behaviors at a more granular level, and massive scale.

With AMC seemingly limitless in its applications and capabilities, McLaughlin noted that Tinuiti took a page from Amazon’s own Leadership Principles, Customer Obsession, and started with a client challenge—improving a 25% cart abandonment rate.

The Future of Delivering the Right Message, featuring The Honest Company

As long time partners, Tinuiti had worked with Honest to establish a sophisticated full-funnel approach with their Amazon media, with active campaigns across all Sponsored Ads formats, as well as cross-channel ADSP (display, mobile, and video). 

To tackle Honest’s specific challenge—better maximizing the value of their bottom-funnel shoppers—our teams turned to AMC to identify potential gaps in our customer acquisition strategy.

The Process:

Tinuiti closely reviewed the Honest campaign’s previous 3 months of activity and found that almost 25% of customers who added an Honest product to their cart did not follow through with a purchase. Closing the loop with these cart abandoners represented a potential 30% incremental sales opportunity over that time period.

This is especially important when considering the customer lifetime value of certain products, like diapers. We need products in the home—not in the cart. 

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Using AMC’s audience creation capabilities, Tinuiti built audience segments of customers who left an Honest product in their cart over the past 30 days without completing a purchase. To ensure the most relevant creative messaging, they built three separate segments of cart abandoners for each of Honest’s primary product lines—Diapers, Wipes and Personal Care—launching these audiences as an experiment on 8.1.23. 

The creative is also extremely important; in these campaigns, they were looking to create habitual buying, and offered a Subscribe-and-Save to support this behavior. 

The Results:

The performance against all three segments has been highly encouraging:

  • AMC audiences have delivered a ROAS 172% higher than the overall DSP campaign average
  • NTB CPA (new-to-brand cost-per-acquisition) within those segments is 65% lower than the campaign average
  • Honest is acquiring new Subscribe-and-Save customers 55% more efficiently than the legacy campaign strategy

 

Next Steps

Tinuiti’s Amazon team is expanding this audience strategy throughout The Honest Company’s customers’ journey, starting by building a segment of users exposed to our Online Video campaigns to more directly move those customers down the funnel. They’ve also built a segment of customers who have clicked on Honest’s Sponsored Product ads to introduce them to a point of purchase, and are building a segment of customers who searched relevant category keywords to help educate customers on the amazing options Honest has relevant to their search. 

Key Takeaways

McLaughlin closed her informative session with three key takeaways important for all marketers to keep in mind, on and off Amazon:

  • Full-Funnel Approach: It’s crucial that audience-level optimizations are implemented across your entire media strategy for optimal success, not only your performance-oriented campaigns
  • Always Be Optimizing: AMC allows marketers to pull granular insights to better understand shopper behavior. But this treasure only has value if you regularly tap into it!
  • Stay Relevant: Your creative message should always be curated to the customers you’re aiming to reach, educate and connect with

 

While Amazon unBoxed featured over 60 sessions, here’s a select glimpse of some of our most significant expert insights.

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Build Comprehensive Funnel Measurement Strategies Leveraging Collaboration, Evergreen Solutions, and AI

Building a comprehensive funnel measurement strategy isn’t a one-size-fits-all endeavor; it requires collaboration between various sources and a commitment to evergreen solutions. 

During a discussion featuring Lily Fong from Amazon Ads brand measurement and Deepak Jose from MARS, Fong emphasized the need to adopt solutions that are not only effective now but also sustainable for the long term. 

She illustrated this with Amazon Ad tags designed to adapt to a cookieless future. Deepak and Lily also unveiled the AWS clean room, offering brands using AWS access to a data repository akin to an “AMC-like” cloud room, enabling them to query data from their AWS-supported applications. 

Regarding AI-driven measurement strategies, Deepak advised a three-fold approach:

  1. Do things,” focusing on automating manual tasks and setting up API pipelines;
  2. Do things better,” optimizing data ingestion and AI-driven data summarization; and 
  3. Do better things,” deploying improved solutions to enhance data measurement strategies

 

“It is one thing to be able to measure strategies as clients activate across the funnel, but it’s an even greater responsibility to help brands make those insights actionable. AI-based suites like Amazon Cross channel Planner & Template Analytics beta are the next wave that will help us as an agency be able to synthesize the largest of data sets into actionable insight that actually will drive performance.”

Aaron Gooden, Director Commerce Media 

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Unlocking the Power of Video Creativity and Compelling Content for Impactful Brand Storytelling

Another topic that stood out to our experts was how important it is to use high-quality images and videos in various Amazon channels, like Amazon Shopping, Alexa, Fire TV, and more. Amazon shared some impressive numbers, showing that investing in top-notch content can lead to a 12-fold increase in advertising profits. Amazon stressed that it’s crucial to provide the right information that customers are looking for. For example, if you’re selling beauty products, not sharing details about the formula and ingredients can mean missed sales opportunities since 61% of customers consider these factors when making a choice.

Amazon also emphasized the power of video. Many customers want to see videos when they shop, and 89% said that videos influenced their purchase decisions. Additionally, 92% of marketers found that video content provided a great return on investment.

Finally, they showcased how leading brands use voice-activated devices like Alexa to connect with customers. For instance, Coca-Cola used Alexa to create connections between game nights and enjoying a Coke without needing to use a phone.

“Overall keep investing in high-quality assets and make sure your brand is top-notch on Amazon as the data shows the brands that do this best convert better than those that don’t.”

Phil Stolt, Senior Vice President , Retail Operations at Tinuiti

 

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Demystifying Clean Rooms and Accelerating Business Outcomes With Amazon Marketing Cloud

In a panel discussion led by Miranda Chen, Amazon’s Director of AMC Growth & Monetization, joined by Louis Goldberg, VP of Consumer Analytics and Business Data Strategy at Cox Communications, and Megan Pukala, P&G brand lead for Amazon media, the focus was on clean rooms and their benefits for brands. 

Clean rooms are specialized data spaces designed to store user-level information while removing personally identifiable data (PII), ensuring user privacy. They allow brands to create tailored data views and reports. What’s critical, as emphasized by the panel, is the collaboration between a brand’s media and data science/analytics teams, which is essential to unlock the full potential of clean rooms. 

The discussion also stressed the rising importance of respecting user privacy online, especially with the ongoing deprecation of cookies, which has posed a challenge to the industry. Clean rooms, by scrubbing data of PII upon entry and allowing only aggregated data extraction, provide robust privacy protection and enable brands to enhance the addressability of their media in a privacy-compliant manner.

A few key trends emerged from the discussion. Firstly, it’s clear that respecting user privacy is a top priority for brands. Simultaneously, brands aim to deliver relevant advertisements to consumers. Clean rooms stand out as a solution that can help achieve both of these objectives effectively.

“Clean rooms, like Amazon Marketing Cloud (AMC), are powerful tools that empower brands to simultaneously respect user online privacy while also mining anonymized data to increase the relevance of their ads. Through AMC, Tinuiti clients have discovered new relevant audiences to reach and have a better understanding of a customer’s path to purchase and how each impression delivers value along that journey. It is a powerful tool that is increasingly becoming table stakes to unlocking the full potential of your digital marketing strategy.” 

Joe O’Connor, Senior Director of Strategic Marketplaces at Tinuiti

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Joe O'Connor

Conclusion

And just like that, another unBoxed has ‘wrapped up’ just in time for the holiday season! We’ll be applying what we learned from Tinuiti’s own experts—and the incredible full lineup of presenters—to continue helping our clients achieve success on-and-off Amazon. For more information on the latest, be sure to visit our blog.

 

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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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MARKETING

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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