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How to Create an Ebook From Start to Finish [Free Ebook Templates]

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How to Create an Ebook From Start to Finish [Free Ebook Templates]

Learning how to create an ebook can be overwhelming. Not only do you have to write the content, but you also need to design and format it into a professional-looking document that people will want to download and read.

You might already be familiar with fiction or non-fiction ebooks, but what exactly is an ebook in the marketing industry, and why do they deliver such great results for marketers?

In this post, you’ll learn:

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Let’s get started.

36 Free Ebook Templates – Download Now

ebook templates from hubspot

Download HubSpot’s 36 free ebook templates to create an ebook on PowerPoint, Google Slides, or Adobe InDesign.

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Ebook Benefits

In 2021, ebook sales increased 38% for publisher HarperCollins, following a trend of increased revenue earnings for the company. Although this is a snapshot of one publisher’s success, it speaks to a more significant movement toward digital content consumption among marketers.

Lead magnets come in many forms, but the ebook still reigns supreme. They give the reader:

  • In-depth digital content in an environment largely overrun with quick headlines and soundbites
  • Visual data that compliments the editorial content
  • On-demand access to the ebook content

Your business benefits from publishing an ebook, too. Turning a profit, acquiring new customers, generating buzz, and becoming an industry thought leader are just a few advantages of this type of content.

Let’s say, however, that you have a fantastic blog full of long-form content. Why in the world would you want to offer your readers an ebook? Is it even worth your time?

Here are some advantages ebooks offer content creators:

  • Unlike long-form printed publications purchased in-store or shipped, an ebook is immediately accessible whenever you’re ready to read.
  • You can put it behind an opt-in or “gate,” incentivizing your website visitor to become a lead if they want the information.
  • In some ways, ebooks have design capabilities like in-depth charts, graphs, and full-page images, which you may not be able to achieve on your blog.
  • After the initial creation of the ebook, you can distribute the file a multitude of times with no additional production cost. They also have no associated shipping fees.
  • You can embed links to other media in the ebook file, encouraging the reader to engage with your content further.

Perhaps more importantly, ebooks offer several advantages for your audience:

  • Ebooks are incredibly portable and can be stored on many devices without any associated physical storage space.
  • The reader gets the choice to print the ebook out if they want to consume the information in a traditional physical format. Otherwise, the digital format is environmentally friendly.
  • Ebooks are more accessible, giving readers the ability to increase font sizes and/or read aloud with text-to-speech.
  • They’re also easily searchable if the reader is looking for something specific.

Moreover, with lead generation being the top goal for content marketing, ebooks are an essential part of a successful inbound marketing program.

In this post, we’ll walk you through the ins and outs of creating an ebook by, well, creating an ebook. And if you’re worried about your lacking design skills, we’ve got you covered.

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Got your free ebook templates? Ready to make an ebook? Great — let’s get to it.

What ebook file format should you use?

Ebooks can be saved in one of several formats. Depending on your end-user, though, you might find a use for any of the following file types:

PDF

PDFs are likely the most well-known file type. The “PDF” extension stands for “Portable Document Format,” and is best for ebooks that are meant to be read on a computer (digital marketers, you’ll want to remember this one). We’ll talk more about how to save your ebook as a PDF later in this article.

EPUB

This file type stands for “Electronic Publication,” and is a more flexible ebook format. By that, I mean EPUB ebooks can “reflow” their text to adapt to various mobile devices and tablets, allowing the ebook’s text to move on and off different pages based on the device’s size on which a user is reading the ebook. They’re particularly helpful for viewing on smaller screens, such as smartphones and the Nook from Barnes and Noble.

MOBI

The MOBI format originated from the Mobipocket Reader software, which was purchased by Amazon in 2005 but was later shut down in 2016. However, the MOBI file extension remains a popular ebook format compatible across the major e-readers (except the Nook).

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While the format has some limitations, such as not supporting audio or video, it supports DRM, which protects copyrighted material from being copied for distribution or viewed illegally.

Newer Kindle formats are based on the original MOBI file types.

AZW

This is an ebook file type designed for the Kindle, an e-reader device by Amazon. However, users can also open this file format on smartphones, tablets, and computers.

ODF

ODF stands for OpenDocument Format, a file type meant primarily for OpenOffice, a series of open-source content creation programs similar to Microsoft Office.

IBA

IBA is the proprietary ebook format for the Apple iBooks Author app. This format does support video, sound, images, and interactive elements, but it is only used for books written in iBooks. It is not compatible with other e-readers.

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Ebooks can increase the visibility and credibility of your business while positioning your brand as a thought leader in your industry. However, these ebooks can sometimes be hard to write, even though they offer many benefits.

Here are some proven tips to help you write excellent ebooks.

1. Choose a topic that matches your audience’s needs.

Remember: The goal of your ebook is to generate leads for your sales team, so pick a topic that will make it easy for a prospect to go from downloading your ebook to having a conversation with your sales team.

This means your ebook shouldn’t deviate much from the topics you cover in your other content distribution channels.

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Rather, it’s your opportunity to do a deep dive into a subject you’ve only lightly covered until now, but something your audience wants to learn more about.

For example, in listening to sales and customer calls here at HubSpot, I’ve learned that creating ebooks is a massive obstacle for our audience, who are marketers themselves. So if I can provide not only this blog post but resources to make ebook creation easier, I’m focusing on the right topic that will naturally lead to a sales conversation.

Here are some sample ebook titles to consider to get your creative juices flowing.

  • X Best Practices for [Insert Industry/Topic]
  • An Introduction to [Insert Industry/Topic]
  • X Common Questions About [Insert Industry/Topic] Answered
  • X [Insert Industry/Topic] Statistics For Better Decision-Making
  • Learn From The Best: X [Insert Industry/Topic] Experts Share Insights

(Note: Replace “x” with an appropriate number.) You can also use our free Blog Topic Generator tool to develop more ideas. Most blog topics can be comprehensive enough to serve as longer-form ebook topics.

For this blog post, I will use the PowerPoint version of template two from our collection of five free ebook templates. Through each section of this post, I’ll provide a side-by-side of the template slide and how I customized it.

Below, you’ll see my customized cover with my sales-relevant ebook topic. For help with writing compelling titles for your ebooks, check out the tips in this blog post.

an ebook template side-by-side with the customized version of that template

2. Outline each chapter of your ebook.

The introduction to your ebook should set the stage for the book’s content and draw the reader in.

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What will you cover in your ebook? How will the reader benefit from reading it? For tips on how to write an effective introduction, check out this post.

Some ebook creators say that an ebook is simply a series of blog posts stitched together. While I agree you should treat each chapter as an individual blog post, the chapters of your ebook should also flow fluidly from one to the other.

The best way to outline your ebook is by thinking of it as a crash course on the sales-relevant topic you selected. In my example of creating an ebook, I know I need to cover how to:

  • Write effective copy
  • Design an ebook
  • Optimize ebooks for lead generation and promotion

While my example has a few chapters, keep in mind that your ebook does not need to be lengthy.

Here’s a golden rule to follow regarding ebook length: Write what is needed to educate your audience about your selected topic effectively.

If your ebook requires five pages, great! If it requires 30 pages, so be it. Just don’t waste words thinking you need to write a lengthy ebook.

Let’s now move on to the actual copy you’re writing.

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an example of ebook copy within an ebook template

3. Break down each chapter as you write.

Get writing! Here, you can approach each chapter the way you might write a long blog post — by compartmentalizing each chapter into smaller sections or bullet points, as shown in the picture below.

This helps you write simply and clearly, rather than using sophisticated language to convey each point. It’s the most effective way to educate readers and help them understand the new material you’re providing.

Be sure to maintain a consistent structure across each chapter, as well. This helps you establish natural transitions between each chapter so there’s a clear progression from one chapter to the next (simply stitching blog posts together can rob you of this quality).

These practices should hold true for all your other marketing efforts, such as email marketing, call-to-action creation, and landing page development. “Clarity trumps persuasion,” as Dr. Flint McGlaughlin of MECLABS often says.

Want to make sure you’re keeping your ebook exciting for readers? Here are some key tips to keep in mind:

  • Use keywords in the title that emphasize the value of your offer. Examples include adjectives like “amazing,” “awesome,” or “ultimate.”
  • Keep your format consistent, so you create a mental model for readers and enhance their understanding of the material.
  • When appropriate, use formatting — like bulleted lists, bold text, italics, and font size changes — to draw people’s eyes to your most important content or emphasize specific points you want readers to remember.

an example of ebook formatting

4. Design your ebook.

Our downloadable ebook templates are offered in both PowerPoint and InDesign. For this example, we’ll show you how to do it in PowerPoint, since more people have access to that software. (If you need a refresher, here’s a beginner-friendly guide on how to use PowerPoint.)

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We only have one “chapter page” in the template (slide three). To create additional chapter pages, or any pages really, simply right-click the slide and choose Duplicate Slide. This will make a copy of your slide and allow you to drag it to its proper place in your ebook via the sidebar or Slide Sorter section of PowerPoint. You can then customize it for any subsequent chapters.

an example of duplicating ebook pages in a template

5. Use the right colors.

Ideally, our free ebook templates would magically match your brand colors. But they probably don’t; this is where you get to truly personalize your work. However, because ebooks offer more real estate for color than your logo or website, it’s good to consider secondary colors within your brand’s color palette. Ebooks are where this color scheme can truly shine.

To learn how to add your brand’s colors to PowerPoint, check out this blog post. That way, you can customize the color scheme in our ebook templates to match your brand!

6. Incorporate visuals.

Images and graphics in ebooks are hard to get right. The key to making them fit well is to think of them as complementary to your writing. Whether you add them during or after you’ve finished writing your ebook’s copy, your visuals should serve to highlight an important point you’re making or deconstruct the meaning of a concept in an easy-to-understand, visual way.

Images shouldn’t just be there to make the ebook easy on the eyes. Rather, they should be used to enhance the reader’s understanding of the material you’re covering. If you need help gathering visuals, we have three sets of free stock photos that might help you along the way:

And if you’re compiling a data-heavy ebook, you might want to download our free data visualization ebook for tips about designing compelling charts and graphs for your content.

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an example of using visuals in ebook template

7. Highlight quotes or stats.

Another way to enhance your ebook is by highlighting quotes or stats within your design. Just be sure the quote or stat you’re using genuinely adds value to the content.

Whether you’re emphasizing a quote or adding a visual, keep all your content within the same margins. If your copy is consistently one-inch indented on your page from both the left and right sides, keep your designed elements aligned using that same spacing.

an example of a highlighted quote on an ebook template

8. Place appropriate calls to action within your ebook.

Now that your content is written and designed, it’s time to optimize it for lead generation, reconversion, and promotion.

Think about how you got here — you clicked on a call-to-action (CTA) in an email, on a social media post, or somewhere else. A CTA is a link or visual object that entices the visitor to click and arrive at a landing page that will get them further engaged with your company.

Since your ebook readers have probably converted into leads to get their hands on your ebook, use the CTAs within your ebook to reconvert your readers and propel them further down your marketing funnel.

For instance, a CTA can lead to another offer, your annual conference’s registration page, or even a product page. Depending on what this next action is, CTAs can be an in-line rectangle or a full-page teasing the next offer (see both images below).

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To hyperlink the CTA in your ebook (or any image or text in your ebook) to your destination URL, simply go to Insert >> Hyperlink in PowerPoint.

examples of using hyperlinks in ebook template

example of including a call to action within an ebook template

We’ve even designed 50 customizable calls-to-action in PowerPoint you can download and use in your ebooks. You can grab them here.

Now, we don’t have a dedicated CTA template slide in the PowerPoint ebook templates … but it’s still simple! You just have to duplicate the Header/Subheader slide and customize the copy or add images as needed. You can also go to Insert >> New Slide and work from there.

9. Convert it into a PDF.

Once you’ve finished writing your ebook — CTAs and all — it’s time to convert it to the right file type, so it’s transferable from you to your recipient.

To convert your ebook to a PDF, click File >> Save As in the ebook template you have open. Then, under File Format, select PDF and select a destination on your computer for this new file.

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Why can’t you just attach what you have to a landing page and be done with it? Word documents, PowerPoints, and similar templates are perfect for creating your ebook but not for delivering it. Because these templates are editable, the contents of your ebook are too easily corrupted, distorted, or even lost when moving from your computer to the hands of your future leads. That’s where PDFs come in.

You’ve seen these letters at the end of files before. Short for Portable Document Format, the .PDF file type essentially freezes your ebook so it can be displayed clearly on any device. A popular alternative to PDFs is the .EPUB file type. See a comparison of EPUB to PDF here.

10. Create a dedicated landing page for your ebook.

Your ebook should be available for download through a landing page on your site. A landing page is a web page that promotes/describes your offer and provides a form that visitors need to fill out with their contact information to access your ebook. This is how you can convert your visitors into business leads that your sales team can ultimately follow up with.

For instance, you went through this landing page to access this ebook template.

If you’re still not sure how to get started, download this free ebook to learn more about optimizing your landing pages for conversion.

how to create an ebook - header customization

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11. Promote your ebook and track its success.

Once your landing page is all set, you can use that destination URL to promote your ebook across your marketing channels. Here are five ways you can do this:

After your content is launched and promoted across your marketing channels, you’ll also want marketing analytics to measure your live product’s success.

For instance, you should have landing page analytics that gives you insight into how many people downloaded your ebook and converted into leads and closed-loop analytics that show how many of those people ultimately converted into opportunities and customers for your business.

And with that, we’ve built an ebook, folks! You can check out the packaged version of the example I built here:

an animation that scrolls through several pages of an ebook template

After your content is launched and promoted across your marketing channels, you’ll need to have marketing analytics to measure your ebooks’ success. For instance, have landing page analytics that gives you insight into how many people downloaded your ebook or show how many of those downloaders converted into opportunities and customers for your business.

Ebook Ideas

So, what should you write about in your ebook? I’ll answer that question with another question: What do you want your readers to get out of this ebook? To identify an ebook idea that suits your audience, consider the type of ebook you’re trying to create. Here are a few ideas.

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New Research

Conducting an experiment or business survey? This is a great way to develop proprietary knowledge and become a thought leader in your industry. But how will you share your findings with the people who care about it? Create an ebook that describes the experiment, what you intended to find out, the results of the experiment, and what these findings mean for your readers and the market at large.

Case Study

People love success stories, especially if these people are on the fence about purchasing something from you. If you have a client whose business you’re particularly proud to have, why not tell their story in an ebook?

Ebook case studies show your buyers that other people trust you and have benefited from your product or service. In your ebook, describe what your client’s challenge was, how you connected with them, and how you were able to help your client solve their challenge and become successful.

Product Demo

The more complex your product is, the more information your customers will need to use it correctly. If your product or service has many use cases or it’s hard to set up alone, dedicate a brief ebook to showing people how to make the most out of it.

For instance, in the first section of your ebook, you can explain how to launch your product or service. The second section can break down the individual features and purposes your product is best used for.

Interview

Are you interested in interviewing a well-known person in your market? Perhaps you’ve already sat down with an influencer to pick their brain about the industry’s future. Package this interview into an ebook, making it easy for your customers to read and share your inside scoop.

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Playbook

A “playbook” is a document people can use when taking on a new project or concept that is foreign to them. Think of it like a cheat sheet, full of tips and tricks that help your customers get better at what they do.

When done right, a playbook equips your customers with the information they would need to excel when using your product. For example, a software vendor for IT professionals might create a “virus protection playbook” that makes support teams better at preventing viruses for their respective companies.

Blog Post Series

Sometimes, the best ebook for your business is already strewn across a series of blog posts. If you’ve spent the last month writing articles all on the same subject for your business, imagine how these posts would look stitched together?

Each article can begin a new chapter. Then, once this ebook is created, you can promote it on a landing page, link to this landing page from each blog post, and generate leads from readers who want to download the entire blog series in one convenient ebook.

Ebook FAQs

Are ebooks profitable?

Yes, they can be.

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Ebooks are high-volume, low-sales-price offers. This means you’ll need to sell many of them at a relatively low price point to compete in the market and turn a significant profit. Depending on your industry, ebooks can range from free to more than $100.

Before setting a price for your ebook, do some research. Determine who your audience is, what they’re willing to pay, and how many people within your target market might be ready to buy it. Then, determine the platforms you’ll sell your ebook through. Amazon? Apple Books? Your website? You can research how much ebooks usually go for on these sites and incorporate this insight into your pricing strategy.

How is an ebook structured?

There’s no set rule for organizing your content into an ebook. It generally mimics the structure of a novel or textbook (depending on what it is you’re writing about). But, you should be sure to adhere to some aspects of an ebook.

Ebooks typically have a system of chapters and supporting images. Like a blog post, they also do well when further segmenting their text with subheaders that break down the discussion into specific sections. If you’re writing about professional sports, for example, and one of your chapters is about Major League Baseball (MLB) in the U.S., you might want to establish subchapters about the various teams belonging to the MLB.

What can an ebook be about?

Anything. Well, within reason.

Ebooks are simply a marketer’s way of delivering lots of critical information in a form their potential customers are most willing to read.

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For example, an environmental company might write an ebook about water conservation. They might also focus an ebook entirely on using their water-saving product or how it helped a customer solve a problem.

Research is a significant part of ebook creation, no matter your ebook’s topic. Contrary to short-form content like articles and videos, the content of an ebook is predicated on trust and evidence. A user who obtains (or requests access to) your ebook wants the full story, not just the bullet points. That includes all the content and testing you went through to produce the ebook.

Can you edit an ebook?

Nope.

An ebook can’t be edited once it’s been saved in one of the major file formats, so it’s best to ensure you have an editable version saved in a program like Microsoft Word.

But why would you want your ebook to be uneditable? Making ebooks uneditable ensures the content remains unchanged — both the format and the information — as it’s shared between multiple users.

You can edit ebooks if they’re saved using an editable PDF, a feature that is specific to Adobe Acrobat — the founding program of the PDF file type. Learn how to edit PDFs in this blog post.

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How do you read an ebook?

You can read an ebook on many different devices: iPhone, Android smartphones, a Macbook, PC, and e-readers such as the Nook and Kindle. The latter two devices are typically used to read novels in digital form. Nook and Kindle owners can store thousands of books (literally) on a single Nook or Kindle.

Share Your Expertise in an Ebook

Ebooks are one of the top converting lead magnets a business can offer to its audience. Creating an ebook is all about delivering high value at a low price point to generate a high sales volume.

Ebooks work well for new businesses looking for brand awareness and established companies securing a spot as an industry thought leader.

So long as you and your team have outlined what success looks like for your ebook launch, you’ll reap the rewards of this stand-alone asset for months — or even years — to come. So get started on your ebook using the free template available in the offer below.

Editor’s note: This post was originally published in November 2018 and has been updated for comprehensiveness.

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Navigating the Video Marketing Maze: Short-Form vs. Long-Form

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Navigating the Video Marketing Maze: Short-Form vs. Long-Form

Navigating the Video Marketing Maze Short Form vs Long Form

Are you torn between using long-form or short-form videos for your small business marketing campaign? Well, you are not alone. Despite 89% of consumers wanting to see more brand videos, there is no one-size-fits-all answer about the ideal video length.

However, this should not deter you from creating an effective video strategy. In 2023, people watched an average of 17 videos per day, highlighting the influence of video content in today’s digital landscape.

1714251363 576 Navigating the Video Marketing Maze Short Form vs Long Form1714251363 576 Navigating the Video Marketing Maze Short Form vs Long Form

Both short-form and long-form videos offer unique advantages and come with their set of challenges. Join me as I uncover the benefits and limitations of each video format to help you make informed marketing decisions.

What are Short-Form Videos?

Short videos typically range from 30 seconds to less than 10 minutes long. They are popular on social media platforms like TikTok, Instagram, Snapchat, and YouTube.

Short-form videos deliver brief yet engaging messages that quickly capture the viewer’s attention. Here are some popular types of short-form video content.

  • TikTok Challenges
  • Instagram Reels
  • Snapchat Stories
  • YouTube Shorts
  • Twitter Video Ads

Benefits of Short-Form Videos

A previously cited report shows that 39% of marketers find short-form videos, ranging from 30-60 seconds long, more successful. The same study reports that 44% of customers prefer watching a short video to learn about a brand’s offerings.

1714251363 817 Navigating the Video Marketing Maze Short Form vs Long Form1714251363 817 Navigating the Video Marketing Maze Short Form vs Long Form

So, it is evident that short-form videos have their benefits. Let’s take a closer look at some of them.

Attention-Grabbing 

Short-form videos capture attention quickly, making them ideal for the fast-scrolling nature of social media platforms. Your audience is more likely to watch them in their entirety compared to longer content.

Cost-Effective Production 

Creating short-form videos requires less time and resources compared to longer videos. As a small business owner with a limited budget, using short-form videos can be cost-effective. 

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Increased Engagement

Short-form videos engage viewers due to their crisp and concise nature. This results in more likes, comments, and shares that boost your content’s visibility and increase brand awareness. 

Integrating short-form videos into your influencer marketing campaigns can further amplify your reach to new and diverse audiences. 

Highly Shareable

Short videos are highly shareable. This makes it more likely for your viewers to share them, increasing their virality. 

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There are multiple benefits of adding video to your website including increased engagement, improved SEO, and enhanced user experience.

Limitations of Short-Form Videos

While short-form videos offer many advantages in content marketing, they also present some challenges.

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Limited Message Depth

Due to their brief duration, short-form videos may struggle to convey complex or detailed messages. Longer videos might be more suitable if you need to communicate intricate information.

Competition for Attention

Standing out on platforms flooded with short-form video content can be challenging. You must create content that stands out to avoid becoming lost in the sea of other videos.

Shorter Lifespan 

Short videos may lose their relevance with time. They can quickly get buried in users’ feeds, leading to a shorter visibility and engagement period than longer, evergreen content. 

This means you must consistently create short-form videos to maintain audience interest over time.

Limited SEO Impact

Short-form videos may be more challenging to optimize for search engines than longer, more keyword-rich content. This can affect the discoverability of your content outside the social media scene.

What are Long-Form Videos?

Long-form videos are typically longer, ranging from a few minutes to several hours. They extend beyond a few minutes to several hours, providing ample time for in-depth topic exploration and detailed content. 

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These videos are particularly suitable for educational content, product demonstrations, and narrative-driven storytelling. Long-form videos are common on platforms like YouTube and Vimeo. Common types of long-form video content include:

  • YouTube Series
  • Webinars
  • Educational Tutorials and Courses:
  • Behind-the-Scenes Content 
  • Interviews and Conversations

Advantages of Long-Form Videos

Long-form video content is the fastest-growing segment, with videos above 30 minutes experiencing tremendous growth over the years. Let’s explore some of the benefits behind this growth.

1714251363 499 Navigating the Video Marketing Maze Short Form vs Long Form1714251363 499 Navigating the Video Marketing Maze Short Form vs Long Form

Establishes Expertise and Credibility

Long-form videos allow you to provide in-depth information about various subjects, establishing your brand as an authority. Potential customers will likely trust and rely on your insights when you consistently deliver valuable content.

Builds Strong Audience Connections 

The more your audience watches your videos, the more they become familiar with your content and brand. This consistent engagement promotes trust and loyalty, helping you create deeper connections with your audience.

Provide SEO Optimization Opportunities

Long-form videos keep your audience engaged for a longer duration than short ones. This signals search engines that your content provides value, resulting in higher rankings and increased visibility. 

Besides, these videos provide opportunities to optimize for relevant keywords. This Attrock guide offers more insights into the value of SEO for your small business. 

They Are Sustainable

Unlike short videos, well-produced and valuable long-form videos have an extended shelf life. They can continue to attract views and engagement over an extended period, contributing to a sustainable content strategy.

Instagram reels are also a part of short videos and you can get benefits from this platform by integrating it with your website. You can learn how to embed Instagram Reels on websites and get extra benefits from your Reels.

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Drawbacks of Long-Form Videos

Despite their benefits, long-form videos also have certain limitations, including:

Attention Span Challenges

Between distractions, juggling tasks, and information overload, user attention span quickly diminishes. Viewers may lose interest and disengage from your long video before its conclusion.

Navigating the Video Marketing Maze Short Form vs Long FormNavigating the Video Marketing Maze Short Form vs Long Form

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Complex Production Process

Creating high-quality long-form videos requires more resources, including time, equipment, and skilled personnel. This can be disadvantageous, especially for small businesses with limited budgets.

Platform Limitations

Some social media platforms and video hosting sites may limit video length, making it challenging to distribute long-form video content. You may then be forced to repurpose your content to suit various platforms. 

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Short-Form or Long-Form Videos: Which Are Better?

Now that you know the benefits and limitations of each format, which one should you choose? Short-form or long-form videos?

Well, it all boils down to considering several factors, such as: 

Content Objectives

What do you want to achieve from your video marketing campaign? Short-form videos are highly effective for quick brand exposure and generating buzz. Long-form videos, on the other hand, contribute to a more in-depth understanding of the brand.

Target Audience Preferences

Audiences with short attention spans likely prefer short-form videos, while long-form videos appeal to those seeking a more immersive experience.

Similarly, short-form videos may appeal more to younger audiences, while older demographics may prefer the depth of long-form content.

Platform Dynamics

Various platforms support different content formats. Short-form videos are well-suited for platforms like TikTok, Instagram, and Snapchat. On the other hand, platforms like YouTube and Vimeo are better for hosting longer videos.

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Industry Type

Short-form videos would be ideal if your industry thrives on trends, entertainment, and quick messages. However, long-form videos are effective for industries requiring in-depth explanations or educational content.

Bottom Line 

Ultimately, choosing short-form or long-form videos depends on your business’s specific needs and goals. Since both formats have advantages and limitations, making a choice may prove difficult. 

However, it doesn’t have to be an uphill task. The key lies in recognizing when to incorporate each video format into your marketing strategy. Understanding your audience and its needs allows you to combine both formats strategically, maximizing the benefits of each. 

Continuously analyze performance metrics and adapt your video marketing strategy accordingly to ensure optimal engagement and conversion rates.


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

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Search


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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MARKETING

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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