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How to Use Facebook Live: The Ultimate Guide

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How to Use Facebook Live: The Ultimate Guide


Since its debut in 2016, live streaming video has exploded in popularity. In fact, 82% of people would prefer a live video over reading a social post. It offers the opportunity to forge a more authentic and valuable connection with audiences.

It’s no secret that livestreaming has taken off in a major way. In fact, the total number of hours watched on major streaming platforms grew 99% from 2019 to 2020. Facebook users have eagerly been taking advantage of the popularity of live streaming. Now, one in every five videos on Facebook is live.

In this post, we’ll walk through:

Facebook Live is a feature of Facebook that lets users livestream directly to the social network platform. Viewers can react, share, and comment during the stream. A recording of the video is also published to the page or profile so it can be watched again later.

Why are marketers getting so excited about Facebook Live? Because it’s a fun and fairly simple way for them to use the power of video to communicate their brand stories and build authentic relationships with fans and followers — in real-time.

However, for such a simple concept, Facebook Live has a lot of little nuances that marketers will need to learn if they want to get the most out of the platform. This guide will help you learn the best tricks that can make a big difference in how many people see your live broadcast, how they engage with it, and how it performs.

Facebook Live started as a mobile-only broadcasting feature, but now, Facebook Pages can broadcast from either mobile devices or desktop computers. We’ll go over how to broadcast from mobile and desktop devices in the sections below.

How to Use Facebook Live

Facebook Live videos are public, so viewers can watch on any device where they have access to Facebook but don’t need an account. Users can go live on Facebook from a profile, a Page, a group, or an event. Starting a livestream from the app versus a web browser will be a little different, check out the instructions for each below.

How to Go Live on Facebook From the Facebook App

Step 1: Go to the profile, Page, group, or event where you want to go live.

Step 2: Click What’s on your mind? if you’re on a profile and Create a post if you’re on a page. This should open the post options.

Step 3: Click Live video in the post options.

How to Use Facebook Live on a Mobile Device

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Step 4: Tap where it says Tap to add a description to add information about the video.

Step 5: Use the buttons on the bottom to configure the settings and any features or tools you want to use during the stream.

How to Start a Facebook Live Video on a Mobile Device

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Step 6: Tap Start Live Video when you are ready.

How to Go Live on Facebook From a Web Browser

Step 1: On your Facebook homepage, you should see a Live or Live Video option. If you are on a profile, it will be under What’s on your mind? If you are on anything else, it will be under Create Post. The icon will look like one of these below.

How to go live on Facebook from a web browser

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How to go live on facebook from a web browser using a Facebook page

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Step 2: Choose to simply Go live or to Create live video event.

How to go live on facebook using a web browser, choose between go live and create live video content

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Step 3: Then, choose details for your video. These include a start time, a title and description, who to invite as a co-host, and various audio and video controls.

Step 4: Click Go Live in the bottom left corner when you are ready.

Facebook Live Tools

Facebook offers a lot of features for you to further connect with your audience during your broadcast. Utilizing these tools will help boost engagement and create the best possible experience for your viewers. You can mix and match them to serve your stream in the best way for your business.

  • Live Polls: You can create a live poll beforehand to share when you go live. Then, you can see your audience’s responses in real-time during the stream.
  • Featured Links: Adding one or multiple featured links to the stream to promote your website or other sources.
  • Live in Stories: These allow you to share your streams directly to Facebook Stories to reach more of your audience.
  • Live Comment Moderation: Manage the conversation that happens in the comments of your livestream. You can limit who is allowed to comment and how frequently with this feature. And, you can even choose a specific viewer to also moderate comments on your behalf.
  • Front Row: This feature allows you to highlight your top fans in a special section of your stream. You can give them a special shoutout to show appreciation for them while you’re live.
  • Badges: These are a measure of how much your fans are engaging with your content. Fans can earn badges by interacting with your content, whether it’s sending “Stars” or tuning in to your Facebook Live videos.
  • Donations: Qualified pages in certain locations can add a “Donate” button to their live video. Nonprofits using Facebook’s payment platform don’t have to pay a fee, so they get 100% of the donations.
  • Live With: This is a co-broadcasting feature that allows you to host your Facebook Live video with multiple guests.
  • Live Shopping: If you have products for sale on Facebook, this feature allows you to add product listings to feature during your livestream.

For more help with going live on Facebook, check out this video! And don’t forget that a recording of the livestream is also published to the platform where you went live. Having that content is great because you can download and repurpose it for further use.

How to Analyze Your Live Video’s Performance

How to Access Video Analytics on a Facebook Business Page

Step 1: To get started analyzing your Facebook Live broadcasts, head to the Insights tab in the left-hand column of your brand’s Facebook page:how to access video analytics on a facebook business page: Step 1

Step 2: Select the Videos section of your analytics.

how to access video analytics on a facebook business page: Step 2

Step 3: From there, scroll down to the Top Videos section and choose a video from that menu to look into. (Note: We didn’t have any videos posted to the page we used in this example. If you do have videos, you’ll see them appear here.)

how to access video analytics on a facebook business page: Step 3

Now, let’s dive into the nitty-gritty.

The performance analytics available for Facebook Live videos are similar to those of normal videos on Facebook, with some neat additions.

  • For Pre-recorded videos: Facebook lets you analyze minutes viewed, unique viewers, video views, 10-second views, average % completion, and a breakdown of reactions, comments, and shares.
  • For Facebook Live videos: Facebook lets you analyze all the metrics listed above, plus peak live viewers, total views, average watch time, people reached, and the demographics of who watched your video.

Facebook Live video with analytics sidebar on righthand side

In addition to all of these static numbers, you can click into each metric to see how it changed over time when the video was live. For example, if we click into Peak Live Viewers, we’ll see this interactive graph of video viewers over time:

Line graph of Viewers During Live Broadcast next to Facebook Live video

You can even see who your typical viewer was during your broadcast, based on their Facebook profile information:

facebook live post details

Now that you’ve got the steps down, let’s get into some tips and tricks.

The last thing you’d want is to start a live video and then be lost. It’s live, so there are no do-overs or chances to start over. So, prepare yourself or your host as much as possible. Outline what the video will entail and follow the rest of the tips below. Also, check out these great examples of Facebook Live videos from various companies.

There are a lot of little things you can do to squeeze the most out of your Facebook Live videos.

1. Brush up on Facebook Live best practices.

Marketers have so much opportunity to reach a wider audience on Facebook Live, so it’s worth committing to learning how to run a Live effectively.

In our detailed Marketer’s Guide to Facebook Live, we cover essential best practices on how to plan, run, and analyze the results of a business-run Facebook Live. Download the ebook to brush up on these best practices.

facebook live guide for marketers

2. Test out live video using the “Only me” privacy setting.

If you want to play around with live broadcasting without actually sharing it with anyone else, you can change the privacy setting so you’re the only one who can see it — just like with any other Facebook post.

To switch to Only me, look for the privacy settings. Then, you should see the options and be able to select Only me from this list below.

How to test a facebook live video's privacy settings

3. Space out live videos with other Facebook posts.

The art of the organic reach on Facebook has changed over time, but you can still take advantage of it. A big way to accomplish this is to maintain a mixture of regular Facebook posts and Facebook Live videos. The live videos are the major pull, as they tend to garner more engagement. So, spacing them out will maximize the organic reach of all of your posts.

4. Keep reintroducing yourself.

When you first start the video, take a minute to introduce yourself and what the video’s about. But keep in mind that when you first start live streaming, you may have zero people watching. Even a few seconds in, you could only have a handful of viewers. As people find your video on their News Feeds, they’ll join in — but that means you’ll want to reintroduce yourself a second, third, and even a fourth time to catch people up.

5. Make the video visually engaging.

You have to be visually engaging — not just at the very beginning of your broadcast (although that’ll be important for when folks view the video later), but throughout the video as more and more people join in.

The more visually engaging you can be, the more you can entice people to stick around. That means keeping the camera moving and not just sitting in one place.

Not only will you get more viewers this way, but you’ll also get your broadcast ranked higher in other people’s News Feeds. Facebook started monitoring signals of video engagement — like turning on the audio, switching to full-screen mode, or enabling high definition — interpreting that as users enjoying the video. As a result, they’ve tweaked the algorithm so videos that people engage with in these ways will appear higher up on the feed.

6. Make it spontaneous.

What makes a live video special? The spontaneous, interactive nature of it. People love the ability to interact, and they love the novelty of viewing someone in a live moment when anything could happen. In many ways, it’s the new reality TV.

These moments are what make live video special, and they’re exactly what differentiates it from scripted, edited, or otherwise pre-recorded videos. Embrace the platform. Banter is always, always good.

7. Don’t worry about mistakes or stutters.

Spontaneity works — even if your Facebook Live doesn’t go according to plan.

Let’s face it, we’re all human. And when humans and technology mix, there can sometimes be technical difficulties.

If you’re recording a live video, things might go wrong — your equipment could malfunction, you could lose your train of thought, or you could get photobombed by a random passerby. You can’t call “cut” if things happen — you have to roll with them and keep filming and talking.

The good news? These things help keep your broadcast human and real. If you wobble your phone while filming, laugh and call it out. If you forget what you were saying, make a joke. The key is to keep the broadcast like a fun conversation, so if mistakes happen, keep it light and keep the lines of communication open with your viewers.

For example, if you make a mistake during your Facebook Live, ask viewers to write in the comments if they’ve made the same mistake, too.

8. Encourage viewers to Like and share the video.

One of the primary ways Facebook’s algorithm ranks a post is by how many people Like and share it. The more people who Like and share your live broadcast, the more it’ll show up in people’s News Feeds.

But when people are watching a video, they may be more distracted from Liking and sharing it than they would a text or photo post. (That’s something the folks at Facebook noticed about video content early on, which is why they began monitoring other video engagement signals as well, like turning on the volume.)

9. Engage with commenters, and mention them by name.

The number of comments on your broadcast is another way to get Facebook to give it a higher relevancy score, making it more likely to show up on people’s News Feeds. So encourage your viewers to comment, and engage with people who are commenting by answering their questions and calling them out by name. Not only will it get more people to comment, but it’s also a fun way to include your viewers in the live experience, which could make them stick around longer.

Plus, your audience will be thrilled to hear you mention their name and answer their questions when you are live.

10. Have someone else watching and responding to comments from a desktop computer.

When you’re the one holding the camera for a Facebook Live video, it’s really hard to see the comments popping up on the mobile screen. If the comments are coming in fast, it’s especially easy to lose sight of them as they disappear below the fold. Plus, you’re probably occupied by recording and entertaining viewers.

Because of this, it’s always a good idea to have an additional person logged into the primary account to monitor the comments on a desktop computer. That way, they can take care of responding so the person recording the video can concentrate on creating a great experience.

11. Subtitle your broadcast in the comments section.

Your viewers may be tuning in and out to watch your video during the work day, or they might simply be watching your video without sound. Either way, periodically subtitling the video in the comments section is a great way to keep people engaged. This also allows people who are tuning in late to catch up on what’s going on.

12. Ask viewers to subscribe to Facebook Live notifications.

In addition to asking for Likes, shares, and comments, ask viewers to subscribe to live notifications. To do that, all viewers have to do is click the small, downward-facing arrow in the top right-hand corner of the live video post, and choose “Turn On Notifications.”

You can also ask them to Like your brand on Facebook, which will make it more likely that they’ll be notified of your next live broadcast.

13. Broadcast for at least 10 minutes.

As soon as you begin recording your live video, you’ll start slowly but surely showing up in people’s News Feeds. The longer you broadcast — especially as Likes, comments, and shares start coming in — the more likely people are to discover your video and share it with their friends.

Because timing is such an important factor for engagement in these live videos, we recommend that you go live for at least 10 minutes, although you can stay live for up to 90 minutes for a given video.

14. Say goodbye before ending your video.

Before you end your live broadcast, be sure to finish with a closing line, like “Thanks for watching” or “I’ll be going live again soon.”

15. Add a link to the description later.

Once you’ve finished the live broadcast, you can always go back and edit the description, change the privacy settings, or delete the video, just like you would any other post.

You can add a trackable link to the description in the post, which can direct future viewers to your live video series page, the site of whatever campaign you’re using the video to promote, or somewhere else.

We hope this has been a helpful guide. We’ll keep you posted with any new developments and tips for connecting with your audience in more cool ways.

Use Facebook Live to Its Full Potential

Social media may have been invented for fun, but it’s grown into an essential business tool. Facebook as a social network is especially valuable for the ways it lets you connect to an audience, and Facebook Live is a great extension of that. Use it to the benefit of your business as a way to promote your product, build brand awareness, or grow your audience.

Editor’s note: This post was originally published in May 2020 and has been updated for comprehensiveness.

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Five questions for our new CMO, Shafqat Islam

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Five questions for our new CMO, Shafqat Islam



Alex Atzberger: Now that you’ve stepped into the CMO role, what are you looking forward to?   

Shafqat Islam: It’s amazing to take on this role at both a category creator and leader. How many brands can be a leader in almost every category–think Experimentation and CMS–that we play in?  

And we have so much to look forward to and build on. We have an exceptional team of marketing leaders and practitioners. They are fiercely intelligent, optimistic, and care deeply about what our products can *do* for our customers. Not just for the people who will encounter the marketing, retail, and product experiences that we support, but for the people who build them. As somebody who has both built products and been deeply immersed in marketing, I love the perspective that our team has.  

Alex Atzberger: What makes Optimizely unique?   

Shafqat Islam: First off, we’re category creators in experimentation and content management, both CMS and CMP. Marketers know this, and analysts know it, as something like 7 major analyst reports will tell you.  

Martech is a crowded field, so it’s true that there are a lot of firms whose territory overlaps with some of ours. But show me another company that can handle the entire content lifecycle like we can. Or show me another company that can do both feature flagging and experimentation.  

We also have a legendary legacy in the martech world. Before I joined, I knew that A/B testing and Optimizely were synonymous, and that the company’s roots go all the way back to the origins of the practice. And that’s something that is like common folklore in marketing and technology.  

And more than anything, the 1500 people who work here are world-class. 

Alex Atzberger: Being a CMO talking to other CMOs and marketing leaders is an advantage. You know the customer. But you’ve also built tech products. How does that affect your work now?  

Shafqat Islam: I’ve spent the majority of my adult life building products for marketers. So I’ve been lucky to spend so much time talking to CMOs and marketers in almost every type of company all over the world. As the founder/CEO of Welcome, my approach was to solve marketer challenges by building products. But now as CMO, I get to use the products we build.  

We’re practitioners of all of our own solutions, so in addition to the natural empathy I have for marketers, I am also close to the job’s unique challenges every day. There’s nothing like that to keep you sharp and keep you close to the customer.  

As a product builder, I knew we must always speak to business outcomes. But as CMO, I love that we aren’t just talking about the solutions – we’re living them, too.  

Because I was an entrepreneur for so long, I also bring another unique view – my willingness to take smart risks. I love to try things, even if (especially if?) the results are sometimes surprising. When it comes to experimentation, there are no failures, only learnings. 

Alex Atzberger: What are the biggest challenges you’re hearing from our customers, current and future?  

Shafqat Islam: Growth, especially given how tough it is out there for so many industries. The stakes are very high when it comes to creating experiences that will win and retain customers. That’s what all of our customers–especially the retail heavyweights-are thinking about.  

And marketing and technology leaders need to do this with leaner budgets. Efficiency matters a lot right now, and that means not only reducing the costs you can see, like the price tag attached to software, but also the costs you can’t see right away, like how much time and money it takes to manage a set of solutions. With that said, in tough times, I think the strongest brands can not just survive but also thrive. I also think when others are fearful, that may be the time to invest aggressively. 

And in the background of all this, there is still the ever-expanding list of customer touchpoints. This is simultaneously an exciting challenge for marketers and an exciting opportunity. More data means more effective storytelling– if you can use it right.

I also hear marketers when they say there’s a need for a shared space for collaboration among us. The role of the marketer is expansive, and it’s only getting more complicated. Building a community where we can come together and appreciate our shared goals is difficult, but I’m optimistic that we’re moving in the right direction.  

Alex Atzberger: What is next in our space? What will marketing and technology leaders be talking about six months from now?  

Shafqat Islam: Looking around now, it’s clear that 2023 will be the year that AI-generated content goes mainstream. We’re just starting to see the uses and the consequences of this. There’s already buzz about ChatGPT and its capabilities, and platforms are already making space to integrate AI functionality into their offerings. It could be an exciting way for users to become better equipped to create and share high-quality content.  

Customers also have gotten very used to personalization. Every screen they see daily is personalized, whether it’s their Netflix account or social feeds. So, when I see a site that isn’t personalized, I kind of scratch my head and wonder, why? With personalization now the norm, expectations for digital creators are sky-high.

Read the official press release.


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What to Consider When Choosing a Brand Ambassador for Your Social Media Campaign

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What to Consider When Choosing a Brand Ambassador for Your Social Media Campaign

Want to maximize the potential of your social media campaign? Then you must ensure to choose the right brand ambassador for the job. Having a good ambassador will increase your social media reach and boost sales. But, selecting the best ambassador can be tricky.

This guide will show you the key steps to consider when selecting the perfect brand ambassador for your social media campaign. From assessing their influence to ensuring their content matches your brand’s mission. This guide will give you the insights you need to make the right decision.

Understanding the role of a brand ambassador

A brand ambassador acts as a company representative, promoting the brand’s products to a specific audience. They are selected for their influence and ability to communicate the brand’s message. Their primary goal is to increase brand awareness and engagement with the audience.

To achieve this, an ambassador shares the brand’s message and builds connections with the target audience. They help to establish trust and credibility for the brand by personally endorsing it through their own experiences. Also, they provide valuable feedback to the company, allowing for product improvements.

Tips for choosing the right ambassador for your social media campaign

1) Assess the credibility and influence of potential ambassadors.

One of the first steps is to ensure they have a very active social media presence. Make sure they have many followers and a high engagement rate. Check the number of followers they have and the type of posts they share. This will give you a good idea of the content they generate and let you know if they are a good fit for your campaign.

Make sure their posts are relevant and appropriate for your brand. If their content is not a good fit, you may want to reconsider hiring them for your campaign. This is important if your brand has a particular message you wish to convey to your audience. If their content is not in line with your brand’s values, it could have a negative effect on your brand’s image.

2) Analyze the compatibility between the ambassador’s content and your brand’s mission.

It’s common to think that a famous ambassador would be a good fit for your campaign. But if their content is not in line with your brand, they are not an option. You may want to go further and check the interaction between their posts and followers. If the interaction is very high and followers actively participate, this is a good indicator of the quality of the ambassador. This will show how much impact the ambassador has among their followers. The interaction of the followers with the ambassador’s posts is important, as it is a good way for them to get to know your brand better.

3) Make sure the ambassador is present on the right social networks.

If your brand uses more than one type of social media, you should ensure the ambassador is present on them. You can choose an ambassador who is active on most of the major social networks. But, you must ensure they have an appropriate presence on each platform.

For example, it may not be a good idea to select an ambassador who is primarily active on Instagram for a Facebook-centric campaign. Remember that followers on each platform are different, and it’s important to reach your desired audience. If the ambassador you choose is present on the right social media platform, it will be easier for them to reach your audience.

4) Set expectations and establish the terms of the partnership.

Once you have selected an ambassador and they have agreed to collaborate with your brand, set the terms of the collaboration. Set clear expectations and tell the ambassador precisely what you want them to do. This includes specifying the type of content that should be posted. It is also important to outline the kind of connection that should be fostered between their followers and your company.

Also, be sure to establish payment terms and any other essential partnership details. For example, if you want the ambassador to promote your brand at a specific event, let them know so they can prepare.

5) Consider brand ambassadors who have experience participating in events.

A brand ambassador with experience working at events and comfortable interacting with customers can be a valuable asset to your campaign. They will be able to promote your brand and products at events and help to build a positive image for your company.

Find a brand ambassador who is professional and comfortable in a high-energy environment. This will ensure they can effectively represent your brand and engage with customers at events. Hire an event staffing agency to ensure the event runs smoothly and let brand ambassadors focus on promoting the brand and connecting with the audience.

6) Complete the selection and onboarding process

Make sure you select an available ambassador with the right skills for your campaign. Verify that the ambassador’s availability matches your campaign schedule.

It’s a good idea to start interacting with the ambassador on social media. It will help you establish a strong relationship, making promoting your brand more accessible. Show the audience that they have rallied behind your brand and thank them for their support.

7) Follow-up and evaluation of the ambassador’s success

Once the campaign is over, follow up with the ambassador to test its success. Ask the ambassador if your promotion has been effective and get their feedback on the campaign. This is an excellent way to improve your campaign the next time you run it. It will also help you identify areas where you can improve your social media strategy.

You can test the success of your social media campaign by looking at three main factors: reach, engagement, and conversions. By considering these factors, you can determine the success of your social media campaign. Also, you can identify any areas that need improvement.

Conclusion

Brands use brand ambassadors to increase engagement and sales of their products. An ambassador has a large following and regularly interacts with your audience. When selecting an ambassador, consider factors such as their social media presence and the ability to communicate your brand’s message. Taking the time to choose the proper brand ambassador will ensure the success of your social media campaign.

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Content Operations Framework: How To Build One

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Content Operations Framework: How To Build One

More and more marketers of all ilk – inbound, outbound, social, digital, content, brand – are asked to add content operations to their list of responsibilities.

You must get your arms around:

  • Who is involved (and, I mean, every who) in content creation
  • How content is created
  • What content is created by whom
  • Where content is conceived, created, and stored
  • When and how long it takes for content to happen
  • Why content is created (the driving forces behind content creation)
  • What kinds of content does the audience want
  • How to build a framework to bring order and structure to all of this

The evolving expectations mean content marketers can no longer focus only on the output of their efforts. They must now also consider, construct, implement, and administer the framework for content operations within their organizations.

#Content marketers can no longer focus solely on the output. It’s time to add content ops to the mix, says @CathyMcKnight via @CMIContent. Click To Tweet

What exactly are content operations?

Content operations are the big-picture view of everything content-related within your organization, from strategy to creation, governance to effectiveness measurement, and ideation to content management. All too frequently at the companies – large and small – we consult with at The Content Advisory, content operations are left to evolve/happen in an organic fashion.

Teams say formal content operations aren’t necessary because “things are working just fine.”

Translation: Nobody wants the task of getting everyone aligned. No one wants to deal with multiple teams’ rationale for why the way they do things is the right/best/only way to do it. So, content teams just go on saying everything is fine.

News flash – it’s not.

It’s not just about who does what when with content.

Done right, content operations enable efficacy and efficiency of processes, people, technologies, and cost. Content ops are essential for strategic planning, creation, management, and analysis for all content types across all channels (paid, earned, owned) and across the enterprise from ideation to archive.

A formal, documented, enforced content operation framework powers and empowers a brand’s ability to deliver the best possible customer experiences throughout the audiences’ journeys.

A documented, enforced #ContentOperations framework powers a brand’s ability to deliver the best possible experiences, says @CathyMcKnight via @CMIContent. Click To Tweet

It doesn’t have to be as daunting as it sounds.

What holds many content, administrative, and marketing teams back from embracing a formal content operations strategy and framework is one of the biggest, most challenging questions for anything new: “Where do we start?”

Here’s some help in high-level, easy-to-follow steps.

1. Articulate the purpose of content

Purpose is why the team does what it does. It’s the raison d’etre and inspiration for everything that follows. In terms of content, it drives all content efforts and should be the first question asked every time content is created or updated. Think of it as the guiding star for all content efforts.

In Start With Why, author Simon Sinek says it succinctly: “All organizations start with WHY, but only the great ones keep their WHY clear year after year.”

All organizations start with WHY, but only the great ones keep their WHY clear year after year, says @SimonSinek via @CathyMcKnight and @CMIContent. Click To Tweet

2. Define the content mission

Once the purpose of the teams’ content efforts is clear (and approved), it’s time to define your content mission. Is your content’s mission to attract recruits? Build brand advocacy? Deepen relationships with customers? Do you have buy-in from the organization, particularly the C-suite? This is not about identifying what assets will be created.

Can you talk about your mission with clarity? Have you created a unique voice or value proposition? Does it align with or directly support a higher, corporate-level objective and/or message? Hint: It should.

Answering all those questions solidifies your content mission.


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The marketer’s field manual to content operations

A hands-on primer for marketers to upgrade their content production process – by completing a self-audit and following our step-by-step best practices. Get the e-book.


3. Set and monitor a few core objectives and key results

Once your content mission is in place, it is time to set out how to determine success.

Content assets are called assets for a reason; they possess real value and contribute to the profitability of your business. Accordingly, you need to measure their efficacy. One of the best ways is to set OKRs – objectives and key results. OKRs are an effective goal-setting and leadership tool for communicating objectives and milestones to achieve them.

OKRs typically identify the objective – an overall business goal to achieve – and three to five key quantifiable, objective, measurable outcomes. Finally, establish checkpoints to ensure the ultimate objective is reached.

Let’s say you set an objective to implement an enterprise content calendar and collaboration tool. Key results to track might include:

  • Documenting user and technical requirements
  • Researching, demonstrating, and selecting a tool
  • Implementing and rolling out the tool.

You would keep tabs on elements/initiatives, such as securing budget and approvals, defining requirements, working through procurement, and so on.

One more thing: Make sure OKRs are verifiable by defining the source and metric that will provide the quantifiable, measurable result.

Make sure objectives and key results are verifiable by defining source and metric, says @CathyMcKnight via @CMIContent. Click To Tweet

4. Organize your content operations team

With the OKRs set, you need people to get the work done. What does the structure look like? Who reports to whom?

Will you use a centralized command-and-control approach, a decentralized but-supported structure, or something in between? The team structure and organization must work within the construct and culture of the larger organization.

Here’s a sample organizational chart we at TCA developed for a Fortune 50 firm. At the top is the content function before it diverges into two paths – one for brand communications and one for a content center of excellence.

Under brand communications is each brand or line of business followed by these jointly connected teams: content – marcom, social/digital content development and management, center of excellence content – creative leader, center of excellence PR/media relations, customer relationship management, and social advertising.

Under the content center of excellence is the director of content strategy, manager of content traffic, projects, and planning, digital asset operations manager, audience manager, social channel and content specialist, creative manager, content performance and agility specialist, and program specialist.

Click to enlarge

5. Formalize a governance model

No matter how the operational framework is built, you need a governance model. Governance ensures your content operations follow agreed-upon goals, objectives, and standards.

Get a senior-management advocate – ideally someone from the C-suite – to preside over setting up your governance structure. That’s the only way to get recognition and budget.

To stay connected to the organization and its content needs, you should have an editorial advisory group – also called an editorial board, content committee, or keeper of the content keys. This group should include representatives from all the functional groups in the business that use the content as well as those intricately involved in delivering the content. The group should provide input and oversight and act as touchpoints to the rest of the organization.

Pointing to Simon Sinek again for wisdom here: “Passion alone can’t cut it. For passion to survive, it needs structure. A why without how has little probability of success.”

6. Create efficient processes and workflows

Adherence to the governance model requires a line of sight into all content processes.

How is content generated from start to finish? You may find 27 ways of doing it today. Ideally, your goal would be to have the majority (70% or more) of your content – infographic, advertisement, speech for the CEO, etc. – created the same or in a similar way.

You may need to do some leg work to understand how many ways content is created and published today, including:

  • Who is involved (internal and external resources)
  • How progress is tracked
  • Who the doers and approvers are
  • What happens to the content after it’s completed

Once documented, you can streamline and align these processes into a core workflow, with allowances for outlier and ad-hoc content needs and requests.

This example of a simple approval process for social content (developed for a global, multi-brand CPG company) includes three tiers. The first tier covers the process for a social content request. Tier two shows the process for producing and scheduling the content, and tier three shows the storage and success measurement for that content:

Click to enlarge

7. Deploy the best-fit technology stack

How many tools are you using? Many organizations grow through acquisitions, so they inherit duplicate or overlapping functionality within their content stacks. There might be two or three content management systems (CMS) and several marketing automation platforms.

Do a technology audit, eliminate redundancies, and simplify where possible. Use the inherent capabilities within the content stack to automate where you can. For example, if you run a campaign on the first Monday of every month, deploy technology to automate that process.

The technology to support your content operations framework doesn’t have to be fancy. An Excel spreadsheet is an acceptable starting place and can be one of your most important tools.

The goal is to simplify how content happens. What that looks like can vary greatly between organizations or even between teams within an organization.

Adopting a robust content operations framework requires cultural, technological, and organizational changes. It requires sponsorship from the very top of the organization and adherence to corporate goals at all levels of the organization.

None of it is easy – but the payoff is more than worth it.

Updated from a November 2021 post.

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Cover image by Joseph Kalinowski/Content Marketing Institute



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