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Paid Content Promotion: The Essential Guide



Paid Content Promotion: The Essential Guide

Updated April 14, 2022

No brand exists in a vacuum. To thrive and grow, it needs a constant influx of supporters who buy into its perspectives, points, and purposes and customers who buy its products.

A non-vacuum existence is the very reason marketing was invented – to draw interest by disseminating information about a brand’s favorable attributes, build desire for its products and services, and provide a clear pathway to make a purchase.

High-quality, high-value content can help achieve those goals on its own. But online noise and distractions, declining organic reach on social media, and ongoing shifts in search trends, getting that content seen and clicked often requires paid promotion.

Getting your #content seen and clicked often requires paid promotion, says @joderama via @CMIContent. Click To Tweet

You promote your content using traditional techniques – banner ads and paid placements – just as you would for a product or service. But content marketers can also take advantage of more strategic and authentic paid media approaches.

This overview offers some help, outlining paid promotion options like native advertising, paid search, influencer marketing, as well as Facebook, Twitter, LinkedIn, YouTube, TikTok, and Snapchat.

What is native advertising?

Native advertising is a third-party distribution format where the paid content matches the form, feel, function, topics, and quality of the content on the third-party site. The intent of the ad is not to disrupt the experience a reader would expect to find on that publisher’s site. Native ads support brand or direct-response goals.

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Brands like Penny Hoarder and Banyan Hill use native advertising to promote its content on Business Insider.

Image source

Why it works

You can reach an audience beyond your brand’s owned media channels who may be interested but unaware of your content. This technique positions content as useful, relevant information, making it less likely to encounter ad blockers and “banner blindness” and more likely to be trusted.

How to work it

To benefit from native advertising’s traffic-boosting effect, carefully select the content and the sites where you publish it. It also should speak to that audience’s pain points – not to go for the hard sell – so it will be recognized as valuable and not useless fluff.

Native advertising often is done through networks that will publish your ads on multiple sites. Before signing an agreement, make sure the target audience complements your own – why pay to reach the same audience twice or engage people who aren’t likely to share your brand’s interests or recognize its value?

Before signing an #NativeAdvertising agreement, make sure the target audience complements your own, says @joderama via @CMIContent. Click To Tweet

You also need to consider transparency issues. Make sure the content is clearly labeled as native advertising in some way so the ads don’t fall afoul of the U.S. Federal Trade Commission guidelines. It’s also the right thing to do from an ethical standpoint – you don’t want your brand to be accused of propagating “fake news,” do you?

What is paid search?

Search engine marketing (SEM) or paid search involves purchasing ads or sponsored listings on relevant search engine results pages (SERPs). While it may seem like a simple, straightforward concept, it’s a deceptively complicated technique to master. It involves keyword targeting, platform-specific display variations, ongoing algorithm changes, and a highly noisy and competitive marketplace for popular phrases.

The paid text-based listings get bumped to the top of the SERP and tagged to denote it’s a paid spot.

Paid text-based search listings get bumped to the top of the rankings page and tagged as a paid placement, says @joderma via @CMIContent. Click To Tweet

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Paid search ads display at the top of a Google SERP, typically above organic listings. Adobe, Widen, Airtable, and General Assembly use paid search ads to put their content atop the ranking results for the term “content marketing.”

Why it works

Almost everyone uses search engines daily – often dozens of times a day. (Why do you think “Google it” has become the ubiquitous term for looking up a piece of information?). Paid search makes sense given the decline in organic links and the prominent role of the first page in attracting clicks.

How to work it

Google’s search ads run on a pay-per-click (PPC) basis. It uses an auction-based system to determine when and how often your ad is displayed alongside the targeted keywords. You should have a working knowledge of Google’s Ads. The system lets you choose a campaign type, create the ad copy, landing page URL, and calls to action, select target keywords and audience segments, and establish a budget, goals, and bid strategy for each campaign.

Setting a budget and maximum PPC informs your bidding process. Google’s algorithm evaluates your campaign against competitors targeting the same keyword (including their budget and PPC max). Then, it determines when and how often to display your ad.

Of course, success can be elusive and fleeting as searchers adjust their clicking behavior because they suspect paid links won’t be as helpful as organic links. This means it’s critical to do your homework before venturing into the wonderful world of the Google Ads auction (or the similar ad-buying processes offered by Bing and other search engines).

What is influencer marketing?

Influencer marketing programs enlist popular voices in your industry – people who have the ear of your target audience – to bring your content to their audience’s attention. Influencer involvement can be simple, like regularly retweeting your content to their communities, or more involved, like co-producing content for collaborative publication.

Though this technique can be leveraged on a non-paid basis, many high-profile influencers and celebrities and those with whom you want to establish a consistent, long-term partnership will likely expect to be compensated for the arrangement.

Why it works

Influencers’ audiences are receptive to their ideas and recommendations. Thus, influencers are well-positioned to amplify your content’s reach and awareness, which helps your content get found and consumed by the right audience. They can also lend credibility as their audience trusts the influencer to publish only valuable and relevant content.

How to work it

All influencer marketing requires logistical legwork to get your program off the ground. Here’s a rundown of the basic process:

  • Become familiar with the notable voices in your industry and related social communities to identify influencers to speak on your content’s behalf.
  • Vet potential partners to identify those who align well with your brand values, voice, and content topics and offer the best potential to further your promotion goals.
  • Engage top candidates and solicit their participation.
  • Negotiate terms, fees, and deliverables for the engagement.
  • Seed, track, and manage their efforts on an ongoing basis.

All #InfluencerMarketing to promote your #content takes logistical legwork to get your program off the ground, says @joderama via @CMIContent. Click To Tweet

Additional tips: CMI offers an influencer marketing guidebook, which details the steps involved in leveraging influencers (paid and unpaid) and provides customizable templates to make the process more manageable.

These quick tips will help you navigate the process more smoothly:

  • Use tools and search to discover viable candidates: Try typing [your industry] + “blog” (or “site”) into a search field, then use advanced search operators to expand or narrow the results. To make influencer discovery even easier, work with some of the dedicated tools listed here.
  • Outline the terms of engagement: Before you enlist an influencer, have a clear idea of what you are asking them to do, the results you want to achieve, and what you will offer in return for their assistance.
  • Spend smartly: Just because your budget is tight doesn’t mean you can’t engage big-name influencer talent. Consider negotiating on terms, such as lowering the number of actions required of the influencer, to make their partnership more affordable. Alternately, find an influencer who already shares your brand’s passions and might accept a reduced rate to partner with you.
  • Go beyond the usual suspects: You don’t have to impress a big-name industry guru or hire an internet celebrity to get value from influencer marketing. Consider working with popular bloggers or other relevant influencers who have something to gain beyond a big paycheck to help increase your share of voice. Or work with satisfied customers in an influencer capacity as they can hold more sway over your audience than a neutral third party.

What is paid social media promotion?

Last but not least is paid promotion in social media – by far the most complex playing field. Yet, they are arguably the most impactful promotional channels, given the billions who use them to stay connected to the people, products, and ideas that matter to them.

Paid social promotion is mostly straightforward: You pay a fee – typically a pay-per-click (PPC) or cost-per-impression (CPM) basis – to increase your content’s chances of getting in front of your target audience while they use the social media platform.

The challenge is each social platform operates differently – formats, campaign deployment, control over the process. Big platforms, such as Facebook, Twitter, LinkedIn, and Instagram, offer multiple ad formats, with dozens of configuration options to entice viewers with sound, video, interactivity, and more.

Paid Content Promotion The Essential Guide

The Fab Story pays to promote its content, like this one about ideal daily routines, on Instagram.

Why it works

The sheer volume of activity on most social channels means it’s difficult to get into your target audience’s feeds, let alone grab their attention without some paid support.

Social media platforms also continually refine and expand their paid opportunities, so it’s a good idea to stay on top of the latest options.

#SociaMedia platforms continually refine and expand their paid opportunities, so it’s a good idea to stay on top of the latest options, says @joderama via @CMIContent. Click To Tweet

How to work it

Detailing every social channel’s paid promotion offerings is a Herculean task that would far exceed the scope of a single article. But fear not: To help you pursue their common opportunities from a more informed standpoint, I compiled this summary:

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Pitchfork uses Facebook to promote a timely story about the death of Foo Fighters drummer Taylor Hawkins.

Image source: Facebook Stories

Facebook is at a bit of a crossroads given Apple’s iOS privacy changes and a recent study that its ad targeting around user interests may be inaccurate 30% of the time. In response, parent company Meta plans to remove some ad targeting options to reduce the potential for abuse.

Yet, Facebook’s multiple formats, configurations, and distribution efforts still make it a robust and impactful choice for content promotion. Here are the core options:

  • Pins: Post and pin a piece of content on your business page to keep it at the top of the timeline. It’s the first thing users see when they visit your page. It’s also free and easy to do for page admins or editors. The pin expires in seven days, which makes it great for adding a little oomph to a piece of content getting good traffic on your owned media channels.
  • Boosts: Pay to extend the reach of an organic post, Story, or Reel beyond the people who liked your page and receive your content in their news feeds. This technique allows segmentation based on age, location, lifestyle interests, and more.
  • Ads: Promote content the same way you might advertise a product or service. You can place simple text- and image-based ads that feature content you posted on Facebook. Configure link ads for Stories and Reels that go to a designated landing page or lead form. You can get more creative with in-stream video ads, carousels (a single ad displaying multiple images or videos), or Instant Experience ads – interactive multimedia showpieces optimized for full-screen mobile viewing.

Ad campaigns are configured through Meta’s Ads Manager interface – an auction-based system, which enables you to set a budget and maximum bid amount, choose goals and audience-targeting details, integrate creative assets, and deploy the ad across Facebook, Instagram, and Messenger. The campaigns also can work across third-party apps and websites in Facebook’s Audience Network program.

Brands on Facebook also have the option to manage both their page content and their ad campaigns through Meta Business Suite – a centralized set of tools for business users.

1649932911 8 Paid Content Promotion The Essential Guide

This Instagram display ad for mindfulness app Calm incorporates a soothing visual well-aligned with the benefits users associate with the brand’s content.

Like its Meta-sister site Facebook, Instagram lets you pay to boost content published on your brand’s profile page, as well as buy display ads to run in content feeds. In addition, you can place both display and video ads to run in Instagram Stories. These ads appear in between the image- and video-centric Stories.

It recently added a paid influencer option – the Instagram Creators program. It helps your brand match and engage with influential creators to amplify your existing content from their handles or co-create original branded content for Reels.

TIP: Paid advertising can only be done through a professional account equipped with Meta Ad manager. For boosted posts, it’s helpful (but no longer required) to create a Meta ad account or link your Instagram account to a Facebook page on which you are a page admin. This makes it easier to create and manage ads across platforms using the same set of tools.

Create a @Meta ad account to make it easier to create and manage #Facebook and #Instagram ads using the same set of tools, says @joderama via @CMIContent. Click To Tweet


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Twitter Moment ads like this one from The Barista Bar can be used to drive users to your product pages, as well as to explore relevant content offered on your website.

Image source

Over the past few years, Twitter has considerably evolved its content promotion offerings. While you can still link to and embed content assets for free, adding a bit of budget to the equation gives you more creative flexibility.

Its promoted ads campaign lets you pay to amplify regular tweets or video content embedded in a tweet. You can also leverage Moment Ads – creating, curating, and promoting a collection of tweets to tell an immersive story beyond 280 characters.

Other paid promo options include native text ads, carousel ads (promote more than one content asset within a scrolling unit), Twitter Live (broadcast your best streaming content), and Branded Notifications (create automated @-mention tweets to create one-to-one conversations around your content at scale.)

Its newest feature – Twitter Spaces – may be its most exciting content promotion opportunity. These livestreaming collaborative audio conversations (similar to Clubhouse) deliver an event-like experience, making it an organic (and free) opportunity to weave a mention of your content into your topical discussions. Even more intriguing: Participants don’t need a Twitter account to listen to your Spaces conversations.

@Twitter’s newest feature @TwitterSpaces may be its most exciting #content promotion opportunity. And it’s free, says @joderama via @CMIContent. Click To Tweet

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Sprinklr promotes its 7 Principles of Modern Marketing handbook on LinkedIn to enable lead-generation downloads.

Over 800 million business professionals are members of the LinkedIn community, making the platform ideal for brands targeting audiences with a business frame of mind.

LinkedIn offers several paid options for boosting your content’s reach among its members – including those outside your brand’s network and communities.

For starters, LinkedIn offers single-image, video, and carousel sponsored content ads that appear on users’ profile pages. There’s also an ad format specifically designed to highlight your brand’s events.

In addition, you can use its proprietary ad platform to set up: 

  • Direct sponsored content campaigns: These ads don’t appear on your LinkedIn page as an update, but they do provide enhanced lead generation, audience targeting, conversion tracking, and message testing capabilities.
  • Messenger ads: Sponsored messaging lets marketers use LinkedIn Messenger to deliver content and a personalized greeting directly to specific users.
  • Conversation ads: Start quality conversations with your audience through a direct-message, choose-your-own-path experience.
1649932911 312 Paid Content Promotion The Essential Guide

Ad Outreach pays for a pre-roll ad to promote its YouTube Advertising Masterclass.

Image source

Given its parent company is Alphabet – the same as Google’s – promoted content on YouTube can be managed using the Google Ads interface. Given Google’s overall domination of the advertising landscape, YouTube offers an array of highly configurable ad formats that content marketers will find helpful. Options include:

  • In-stream ads (skippable and non-skippable): These ads run before, during, or after videos on YouTube and across websites and apps running on Google video partners.
  • In-feed video ads: These ads promote content in YouTube’s discovery features – adjacent to related video recommendations, search results, or the YouTube home page.
  • Bumper ads: Similar to in-stream ad placements, bumper ads are six seconds or less and can’t be skipped.
  • Outstream ads: These mobile ads only appear on websites and apps running on Google video partners.
  • Masthead ads: These ads automatically play without sound for up to 30 seconds at the top of the YouTube home feed. You can only purchase these by contacting a Google sales rep.

To drive increased engagement to any of these formats, consider adding interactive features to your ads. Options available through Google Ads include;

  • End screens: At the end of your video ad, show an automatically generated screen that encourages viewers to take action.
  • Call-to-action button: Entice viewers to visit your site by clicking on a call-to-action button.
  • Extensions: Provide more information about your business, such as a link to parts of your website or a lead form for people to submit their contact information.
  • Product feeds from Merchant Center: Turn your video ads into a virtual storefront with an interactive product feed.
  • Related videos: Show a list of related videos when your video ad plays on YouTube.

If you’re working with YouTube Studio, you can use the Cards feature, which lets you showcase elements described in your content, as well as promote other videos or playlists to generate engagement for your channel.

@legendaryhbomax Yasss, darling! The House of Escada is OVAH. #LegendaryChallenge ♬ Legendary – MikeQ & Ash B.

HBO promoted its #LegendaryChallenge on TikTok’s Discover page, which helped boost brand awareness and recall.

Content promotions on TikTok may not rival the reach of Meta’s vast network of partner sites or Google’s dual dominion of search and video – yet. The platform’s popularity is growing, and an estimated 1 billion active monthly users spend an average of 38 minutes per day on the platform.

As you’d expect, TikTok’s paid promotion options are video-focused, including in-feed ads and TopView spots – billboard-like videos that play when the user first opens their app. But TikTok also allows the addition of branded effects, including interactive elements that can deepen user engagement.

Alternately, you can build a Branded Hashtag Challenge around your content, like HBO did to promote the launch of its original series, Legendary.

Given TikTok’s popularity with the creator set, it’s a great place to shop around for your next influencer partnership. Its Creator Marketplace is a helpful tool to do that.

1649932911 631 Paid Content Promotion The Essential Guide

HBO created this dynamic video spot for use on Snapchat.

Though the Snapchat audience isn’t what it used to be, it’s still a viable engagement platform, especially for brands looking to connect with audiences in their teens and early 20s.

To keep up with its bigger social sisters, Snapchat has expanded its promotions offerings in the past several years. It offers single-image and single-video Snap Ads. Brands also can stitch up to 20 image/video ads into a Story Ad, which gets delivered in between content or through a branded tile in Snapchat’s Discover section.

TIP: Snapchat’s signature filters and lenses can be tempting to use, but they may not be your best option given the entertainment-focused and highly personal nature of the typical Snapchat conversation.

Additional paid content promotion tips

Regardless of format or platform, the ultimate goal of paid promotion should be to drive audiences to your website, blog, or other owned media channels. Here are some best practices to increase your chances of making that happen:

  • Know your goals and target audience: Most paid promotion solutions provide some form of audience segmentation – helping you get your content in front of the right consumers, not just more. You need a clear view of who those consumers are and what you want them, or you won’t be able to configure your campaigns to achieve those goals. 
  • Put your best content forward: In general, focus on amplifying content assets already performing well organically – i.e., ranking well on search, earning above-average page views, or achieving strong conversion rates. You can focus your energy on optimizing their ad messages and placements rather than identifying content worthy of promotion.
  • Research your keywords for paid search: Look to include relevant terms that receive a decent amount of search traffic but aren’t too competitive, especially when working with auction-based placements.
  • Craft your creative thoughtfully: Creative real estate is often limited in paid promotion spots, so get to the point quickly and compellingly. The text and images should work cohesively to communicate the value your content offers. Don’t forget to include a clear call to action, so your audience members know what to expect once they click.
  • Optimize your landing pagesSpeaking of clicking, ensure that once the users arrive on your site, they find a worthwhile experience. Make it easy for them to access the content promoted in your ad and provide a clear navigational path to help them discover additional, contextually relevant content.
  • Take advantage of retargeting capabilities: As Aaron Agius points out, craft your PPC campaigns to retarget people who have expressed an interest in your brand’s content but failed to take action the first time around. With Facebook, for example, you can add a Meta pixel (a small line of code inserted into your site pages) to accomplish this. (Note: Apple’s iOS14 changes will affect those tracking capabilities, so it’s a good idea to read up on those changes here.)

Amplify to achieve

While content marketing is a powerful technique on its own, just imagine what your efforts can achieve with the right paid promotion campaigns working to amplify and expedite your success.

Got a great tip for getting better results from your investment in paid search, social media advertising, native advertising, or influencer marketing? Why not share it with your fellow marketers in the comments?

Want more content marketing tips, insights, and examples? Subscribe to workday or weekly emails from CMI.

Cover image by Joseph Kalinowski/Content Marketing institute

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YouTube Ad Specs, Sizes, and Examples [2024 Update]



YouTube Ad Specs, Sizes, and Examples


With billions of users each month, YouTube is the world’s second largest search engine and top website for video content. This makes it a great place for advertising. To succeed, advertisers need to follow the correct YouTube ad specifications. These rules help your ad reach more viewers, increasing the chance of gaining new customers and boosting brand awareness.

Types of YouTube Ads

Video Ads

  • Description: These play before, during, or after a YouTube video on computers or mobile devices.
  • Types:
    • In-stream ads: Can be skippable or non-skippable.
    • Bumper ads: Non-skippable, short ads that play before, during, or after a video.

Display Ads

  • Description: These appear in different spots on YouTube and usually use text or static images.
  • Note: YouTube does not support display image ads directly on its app, but these can be targeted to through Google Display Network (GDN).

Companion Banners

  • Description: Appears to the right of the YouTube player on desktop.
  • Requirement: Must be purchased alongside In-stream ads, Bumper ads, or In-feed ads.

In-feed Ads

  • Description: Resemble videos with images, headlines, and text. They link to a public or unlisted YouTube video.

Outstream Ads

  • Description: Mobile-only video ads that play outside of YouTube, on websites and apps within the Google video partner network.

Masthead Ads

  • Description: Premium, high-visibility banner ads displayed at the top of the YouTube homepage for both desktop and mobile users.

YouTube Ad Specs by Type

Skippable In-stream Video Ads

  • Placement: Before, during, or after a YouTube video.
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Vertical: 9:16
    • Square: 1:1
  • Length:
    • Awareness: 15-20 seconds
    • Consideration: 2-3 minutes
    • Action: 15-20 seconds

Non-skippable In-stream Video Ads

  • Description: Must be watched completely before the main video.
  • Length: 15 seconds (or 20 seconds in certain markets).
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Vertical: 9:16
    • Square: 1:1

Bumper Ads

  • Length: Maximum 6 seconds.
  • File Format: MP4, Quicktime, AVI, ASF, Windows Media, or MPEG.
  • Resolution:
    • Horizontal: 640 x 360px
    • Vertical: 480 x 360px

In-feed Ads

  • Description: Show alongside YouTube content, like search results or the Home feed.
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Square: 1:1
  • Length:
    • Awareness: 15-20 seconds
    • Consideration: 2-3 minutes
  • Headline/Description:
    • Headline: Up to 2 lines, 40 characters per line
    • Description: Up to 2 lines, 35 characters per line

Display Ads

  • Description: Static images or animated media that appear on YouTube next to video suggestions, in search results, or on the homepage.
  • Image Size: 300×60 pixels.
  • File Type: GIF, JPG, PNG.
  • File Size: Max 150KB.
  • Max Animation Length: 30 seconds.

Outstream Ads

  • Description: Mobile-only video ads that appear on websites and apps within the Google video partner network, not on YouTube itself.
  • Logo Specs:
    • Square: 1:1 (200 x 200px).
    • File Type: JPG, GIF, PNG.
    • Max Size: 200KB.

Masthead Ads

  • Description: High-visibility ads at the top of the YouTube homepage.
  • Resolution: 1920 x 1080 or higher.
  • File Type: JPG or PNG (without transparency).


YouTube offers a variety of ad formats to reach audiences effectively in 2024. Whether you want to build brand awareness, drive conversions, or target specific demographics, YouTube provides a dynamic platform for your advertising needs. Always follow Google’s advertising policies and the technical ad specs to ensure your ads perform their best. Ready to start using YouTube ads? Contact us today to get started!

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Why We Are Always ‘Clicking to Buy’, According to Psychologists



Why We Are Always 'Clicking to Buy', According to Psychologists

Amazon pillows.


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A deeper dive into data, personalization and Copilots



A deeper dive into data, personalization and Copilots

Salesforce launched a collection of new, generative AI-related products at Connections in Chicago this week. They included new Einstein Copilots for marketers and merchants and Einstein Personalization.

To better understand, not only the potential impact of the new products, but the evolving Salesforce architecture, we sat down with Bobby Jania, CMO, Marketing Cloud.

Dig deeper: Salesforce piles on the Einstein Copilots

Salesforce’s evolving architecture

It’s hard to deny that Salesforce likes coming up with new names for platforms and products (what happened to Customer 360?) and this can sometimes make the observer wonder if something is brand new, or old but with a brand new name. In particular, what exactly is Einstein 1 and how is it related to Salesforce Data Cloud?

“Data Cloud is built on the Einstein 1 platform,” Jania explained. “The Einstein 1 platform is our entire Salesforce platform and that includes products like Sales Cloud, Service Cloud — that it includes the original idea of Salesforce not just being in the cloud, but being multi-tenancy.”

Data Cloud — not an acquisition, of course — was built natively on that platform. It was the first product built on Hyperforce, Salesforce’s new cloud infrastructure architecture. “Since Data Cloud was on what we now call the Einstein 1 platform from Day One, it has always natively connected to, and been able to read anything in Sales Cloud, Service Cloud [and so on]. On top of that, we can now bring in, not only structured but unstructured data.”

That’s a significant progression from the position, several years ago, when Salesforce had stitched together a platform around various acquisitions (ExactTarget, for example) that didn’t necessarily talk to each other.

“At times, what we would do is have a kind of behind-the-scenes flow where data from one product could be moved into another product,” said Jania, “but in many of those cases the data would then be in both, whereas now the data is in Data Cloud. Tableau will run natively off Data Cloud; Commerce Cloud, Service Cloud, Marketing Cloud — they’re all going to the same operational customer profile.” They’re not copying the data from Data Cloud, Jania confirmed.

Another thing to know is tit’s possible for Salesforce customers to import their own datasets into Data Cloud. “We wanted to create a federated data model,” said Jania. “If you’re using Snowflake, for example, we more or less virtually sit on your data lake. The value we add is that we will look at all your data and help you form these operational customer profiles.”

Let’s learn more about Einstein Copilot

“Copilot means that I have an assistant with me in the tool where I need to be working that contextually knows what I am trying to do and helps me at every step of the process,” Jania said.

For marketers, this might begin with a campaign brief developed with Copilot’s assistance, the identification of an audience based on the brief, and then the development of email or other content. “What’s really cool is the idea of Einstein Studio where our customers will create actions [for Copilot] that we hadn’t even thought about.”

Here’s a key insight (back to nomenclature). We reported on Copilot for markets, Copilot for merchants, Copilot for shoppers. It turns out, however, that there is just one Copilot, Einstein Copilot, and these are use cases. “There’s just one Copilot, we just add these for a little clarity; we’re going to talk about marketing use cases, about shoppers’ use cases. These are actions for the marketing use cases we built out of the box; you can build your own.”

It’s surely going to take a little time for marketers to learn to work easily with Copilot. “There’s always time for adoption,” Jania agreed. “What is directly connected with this is, this is my ninth Connections and this one has the most hands-on training that I’ve seen since 2014 — and a lot of that is getting people using Data Cloud, using these tools rather than just being given a demo.”

What’s new about Einstein Personalization

Salesforce Einstein has been around since 2016 and many of the use cases seem to have involved personalization in various forms. What’s new?

“Einstein Personalization is a real-time decision engine and it’s going to choose next-best-action, next-best-offer. What is new is that it’s a service now that runs natively on top of Data Cloud.” A lot of real-time decision engines need their own set of data that might actually be a subset of data. “Einstein Personalization is going to look holistically at a customer and recommend a next-best-action that could be natively surfaced in Service Cloud, Sales Cloud or Marketing Cloud.”

Finally, trust

One feature of the presentations at Connections was the reassurance that, although public LLMs like ChatGPT could be selected for application to customer data, none of that data would be retained by the LLMs. Is this just a matter of written agreements? No, not just that, said Jania.

“In the Einstein Trust Layer, all of the data, when it connects to an LLM, runs through our gateway. If there was a prompt that had personally identifiable information — a credit card number, an email address — at a mimum, all that is stripped out. The LLMs do not store the output; we store the output for auditing back in Salesforce. Any output that comes back through our gateway is logged in our system; it runs through a toxicity model; and only at the end do we put PII data back into the answer. There are real pieces beyond a handshake that this data is safe.”

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