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Which Instagram Story Formats Really Engage Viewers [New Research]

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Which Instagram Story Formats Really Engage Viewers [New Research]

In 2021, Instagram reported over 500 million users viewed Stories. 

Since launching in 2016, the Stories feature alone has made Instagram more popular than other Story and mobile video platform competitors including Snapchat, TikTok, and its owner’s own platform: Facebook Stories.

 

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Even if you’ve already published a handful of branded Stories, you still might want to up your game by making them even more engaging. After all, Stories can provide great benefits related to audience engagement, brand awareness, and even purchase-related conversions.

Despite the growing number of benefits that Instagram Stories offers brands, crafting good content still takes time, energy, and brainstorming. Even when you put your best efforts into creating a Story, you might still find that it falls flat, sees a high drop-off, or shows other signs of low engagement.

As you build your social media content strategy for 2022, you might be asking yourself, “What type of Instagram Story format do people actually engage with?”

In this post, I’ll highlight what consumers said about their favorite Instagram Story formats, the trends marketers are noticing, and show you examples along the way.

Which Formats Marketers Are Leveraging [HubSpot Blog Data]

The HubSpot Blog surveyed over 1,000 marketers to learn more about their marketing strategies in 2022. According to this survey, 78% of marketers leverage Instagram Stories in their roles. Of those who use Instagram Stories, 43% post on behalf of their brand multiple times per week. The marketers in this survey note audience viewership of Instagram Stories declines after four to six Instagram Story pages. 

According to the marketers we surveyed, here are the most common Instagram Story types subjects that result in the greatest ROI.

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Content That Reflects Brand Values

Per the HubSpot Blog survey, 18% of marketers indicated Instagram Story content that reflected their brand’s values produced the greatest ROI. Considering 71% of consumers want to buy from brands that align with their personal values, this piece of data isn’t surprising. 

When companies are upfront about their core values related to topics such as diversity, inclusion, sustainability, and human rights, buyers are able to quickly determine a brand’s stance on a particular topic. 

Similarly, it’s important that consumers know why your brand exists, and how you can serve them. Regularly incorporating your company’s mission and vision into your content can also help your audience feel more connected to your brand.

Product-Focused Content

Consumers want to see your product in action! Whether it is through regular demonstrations by your team, user-generated content from other happy customers, or positive reviews, product-related content can deliver positive results. When crafting Instagram Stories, find creative ways to present your products that appeal to your audience. 

Interactive Content

On Instagram Stories, interactive frames have a specific call-to-action or way viewers can get involved from within the app. This often includes using Instagram’s Poll or Quiz sticker, inviting users to share a specific piece of content themselves, or a game. Here’s an example from @fentybeauty, who used Instagram’s slide feature to poll their audience.

Instagram Story Format: an example of an interactive Instagram Story

Trendy Content

Trend-related content entails coverage of a recent cultural moment or news story. This type of content can range from informative (breaking news) to humorous (posting a meme related to a recent event). Trendy content is well-suited for Instagram Stories because of it is best consumed quickly and while relevant. Unlike a feed post that can take days to reach an audience, the 24-hour period an Instagram Story is live can be a great place to share content that is only relevant for a short period of time. 

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Now that we know what content marketers are prioritizing in Instagram Stories, let’s look at what formats consumers prefer and engage with most often.

Which Format Consumers Are Actually Watching

While some brands and users post Stories focused purely on interactive features, others might post visual storytelling content such as short narratives or longer video stories that feel more like documentaries.

But, which one of the many Instagram Story formats is most intriguing to people? To get to the bottom of which Story style is most engaging, I surveyed 350 people using Lucid software to learn more about their favorite Story formats, sound preferences, and ideal Story length.

I asked consumers, “Which Instagram Story are you most likely to tap all the way through until the end?”

At this point, you may have your own predictions of how people might have voted. While research says that interactive stickers, such as Quizzes, Polls, or Questions are highly engaging, you might also be thinking about the times you’ve tapped through an influencer or brand’s behind-the-scenes videos via their Story. So which, ultimately did people choose?

Stories centered around Quiz or Poll stickers were one of the most popular formats with 15% of the votes. However, 35% of consumers actually prefer short narratives with a mix of photos, text, and videos.

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Which types of Instagram Stories do you tap all the way through?

Data Source: Lucid Software

Short Narrative Stories

Short narratives are basically articles translated for a more visual audience. They rely on brief paragraphs and bullet points of text, accompanied by related visuals, to tell a story in a few cohesive short slides. Here’s a great example of a short story that swipes up to a longer piece of web content from Harvard Business Review:

Harvard Business Review Instagram Story

This strategy is a great way to get more eyes on your blog content without asking people to leave the Instagram app.

Aside from informing your audience of a topic related to your industry, you can also take a note from HBR and other publishers by using Stories as a traffic generator. In the example above, HBR — which has a verified account — has adapted a long-form article into a short Story and included the full post at the end as a swipe-up link.

With this tactic, the Instagram Story serves as a teaser as viewers who are very interested in the topic can swipe up to read more about it on HBR.org.

Quiz or Poll-Centered Stories

Another strong Story format uses Quiz or Poll stickers. Essentially, these Stories feel like they are just created to quiz the viewer by including the Quiz sticker on most pages, or brands can leverage Stories with polls primarily on each page to get their audience’s insights on a topic.

These Stories are intriguing and entertaining to viewers because it allows them to test themselves and learn about a new topic interactively, or vote in a poll and see what other audiences think about a certain topic or theme. Here’s an example of an interactive Story from HubSpot which centered around a Poll-styled quiz and revealed the answers at the end.

HubSpot Poll Instagram Story

While you can also use an actual Quiz sticker, which will immediately tell viewers quiz questions, HubSpot’s strategy also works as it allows viewers to get a glimpse at what others guessed and see a rundown of the actual answers at the end. This might keep viewers engaged, entertained, and in the Story for longer if they know that there will be a payoff on the last page.

While fewer people voted for Stories centered around Question stickers, this feature could still be a great feature to experiment with as it can help you interact with and learn more about your audience in a more open-ended way that Polls.

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Here’s an example of a Question sticker in a HubSpot Story. After this page, the Story went on to share the answers that viewers submitted.

HubSpot Questions INstagram Story

Although open-ended questions seem like a great way to learn about and interact with your audience, keep in mind that viewers will need to take time to fill out answers rather than simply tapping on a Poll or Quiz sticker. This means that if your audience isn’t as interested in the topic or question, you might run into issues getting responses.

If you’d like to learn more about how to use and leverage the Instagram Questions sticker in your Stories, check out this helpful guide which includes examples of brands that used the feature successfully.

Demos and Tutorials

Brands can also leverage tutorials and demos, which was the fifth most popular Story style. This tactic might be especially helpful if you’re interested in ecommerce or purchase-related conversions as a growing number of people prefer to learn more about products via video. Here’s an example of a tutorial from Kylie Cosmetics, where CEO Kylie Jenner puts on a new lip liner from the brand.

Kylie Cosmetics Instagram Story Tutorial

Story formats that include demos or tutorials can be advantageous to brands because it allows them to show off how their products work. Additionally, if you have over 10,000 followers or are a verified user, you can link these Stories to your ecommerce site or a purchasing page for the products shown. This way, if a viewer is impressed by a tutorial or demo, they can simply swipe up to learn more about or purchase the product.

A Mix of Content

Because many people don’t have a preference or prefer a mix of multiple elements in Instagram Stories, be sure to add a bit of variation to your content strategy. For example, brainstorm ways to add interactive features, such as Quiz or Poll stickers to narratives, tutorials, or other types of Story content. This will add an extra layer of engaging content to a Story that might already be interesting to viewers.

Here’s an example of a Story from Starbucks that mixes in storytelling and interactive stickers to announce the return of a popular seasonal beverage:

Starbucks Instagram Story

Other Instagram Story Formats

When it came to the Story styles with lower rankings, consumers were actually less interested in behind-the-scenes content, mini-documentaries, and Stories that center around customer testimonials.

This might hint that marketers on these platforms might want to be thinking more creatively when launching content on Instagram Stories. Rather than just focusing on your product or customer testimonials, you might want to test out creating informative short narratives or interactive Stories that relate strongly to your brand. While this will engage Instagram audiences, it might also show off your company’s expertise in its industry.

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While this poll deemed a few Story formats less engaging, I still encourage you to mix things up and experiment with some of these styles just in case they work for you. Here are a few to try.

Customer Testimonials

Although customer testimonials aren’t as interesting to consumers, this doesn’t mean that you should scratch them entirely. In fact, they’re still a commonly used tactic in many brands and industries, despite consumer preferences. For example, a number of companies, like Planet Fitness, have built their strategy around testimonials. Here’s an example:

Planet Fitness Instagram Story

In the above scenario, the customer testimonial strategy works for Planet Fitness because it helps gym prospects feel less intimidated and more motivated to take on physical fitness after seeing a customer’s success story.

Behind-the-Scenes Stories

No, behind-the-scenes Stories don’t necessarily talk about your product front and center, but they can give prospects an idea of what your company is like, the inner workings of your industry, and a look at the staff that customers could work with.

Behind-the-scenes videos allow you to show off how hardworking or relatable your business might be, which might make viewers feel more comfortable working with you.

One example of a brand that uses this technique is the NBA. The basketball league regularly shares videos of professional basketball players behind the scenes at games or celebrations. In the image below, they shared an Instagram Story video of basketball players taking a photo with the rapper Drake:

NBA Instagram Story

Mini-Documentaries

Like narrative-style Instagram content, mini-documentaries tell journalistic stories that are slightly more complex and primarily centered on video — like a documentary that you tap through.

These are often higher-quality and incredibly informative, so they are more prominently used by publishers such as National Geographic. Here’s just the beginning of a long documentary-styled Story where NatGeo visits NASA’s offices to uncover facts about the first moon landing:

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NASA Instagram Story

If you’re a small to medium-sized business that’s just ramping up your Instagram strategy, you might want to stick to a short narrative Story, like the ones noted at the beginning of this post. These will allow you to similarly show a combination of videos, photos, and text without as much production time and effort. However, if you’re a content creator or feel like covering an event or newsworthy topic in your industry might boost brand awareness, you might want to experiment with this longer-form, in-depth visual storytelling style.

Ideal Story Length

For years, social media managers have been trying to determine how long the perfect Instagram Story should be. This has been such a major question that marketing blogs and publications have done further research on the matter.

If you’re a small to medium-sized business marketer, Story length is a valid thing to consider, especially if you have low time or resources. While you ideally want to engage people with low dropoff throughout your entire Story, you might not want to spend time making incredibly long pieces of content with multiple pages if you know people in your industry usually only tap through a small number of pages.

So, what exactly is a good Story length? To get some added insight on this, I surveyed the 350 consumers and asked them, “On average, how many pages of an Instagram Story will you tap through before swiping out?”

Before looking at the results, you might think “The ideal Story should be as short as possible,” simply because it’s content on a fast-paced social media platform. But, then, you might also remember that a number of publications, like Harvard Business Publishing and The Washington Post have leveraged Stories as a way to share long-form content.

So, which approach is right and which is wrong?’

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It seems that there are solid themes in ideal Story length, however, there still might not be an ideal number of pages in this type of content.

According to the poll, 63% of consumers will tap through six pages or less, with 34% saying they tap through four to six pages on average. This data aligns with the feedback we got from marketers through our HubSpot Blog survey. However, more than one-third of consumers will tap through stories with more than seven pages, with 20% saying they’ll tap through 10 or more.

How long should an Instagram Story be?

Data Source: Lucid Software

The results above are similar to research published by Buffer which noted that Stories made up of seven or fewer pages are the most engaging. However, the fact that a large chunk of Lucid respondents will watch beyond seven pages hints that you might not need to shrink down your content to ensure that it’s seen.

When determining the best Story length for your audience, we encourage you to consider the age group of your audience, the type of topics they engage with, and how fast-paced their lifestyles might be. If you have an idea for a great topic that your audience will love and is compatible with interactive Story features, you might be able to get away with a longer Story.

If you have a topic that you worry might feel dry or too complex to explain on Stories, you might want to format this as a smaller Story with a sticker linked to longer-form content

As you start posting regular Instagram Stories, you should also experiment with both long and short Stories. Then, look at the drop-off rate of each Story. If many people seem to drop out of one long story but not another, this might be due to the topic or the writing rather than the length. However, if people regularly drop out of your longer-form Stories around a certain page number, you might want to limit your Story content to that number of pages.

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Telling an Engaging Visual Story

Regardless of what topic you’re publishing a Story about, or which format you decide on using, make sure it informs the audience about something they care about, provides entertainment value, and highlights your brand’s credibility in your industry.

If you’re unsure about how you can leverage Instagram Stories to better market your brand, it can be helpful to look at examples from similar companies in your industry. 

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Should Your Brand Shout Its AI and Marketing Plan to the World?

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Should Your Brand Shout Its AI and Marketing Plan to the World?

To use AI or not to use AI, that is the question.

Let’s hope things work out better for you than they did for Shakespeare’s mad Danish prince with daddy issues.

But let’s add a twist to that existential question.

CMI’s chief strategy officer, Robert Rose, shares what marketers should really contemplate. Watch the video or read on to discover what he says:

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Should you not use AI and be proud of not using it? Dove Beauty did that last week.

Should you use it but keep it a secret? Sports Illustrated did that last year.

Should you use AI and be vocal about using it? Agency giant Brandtech Group picked up the all-in vibe.

Should you not use it but tell everybody you are? The new term “AI washing” is hitting everywhere.

What’s the best option? Let’s explore.

Dove tells all it won’t use AI

Last week, Dove, the beauty brand celebrating 20 years of its Campaign for Real Beauty, pledged it would NEVER use AI in visual communication to portray real people.

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In the announcement, they said they will create “Real Beauty Prompt Guidelines” that people can use to create images representing all types of physical beauty through popular generative AI programs. The prompt they picked for the launch video? “The most beautiful woman in the world, according to Dove.”

I applaud them for the powerful ad. But I’m perplexed by Dove issuing a statement saying it won’t use AI for images of real beauty and then sharing a branded prompt for doing exactly that. Isn’t it like me saying, “Don’t think of a parrot eating pizza. Don’t think about a parrot eating pizza,” and you can’t help but think about a parrot eating pizza right now?

Brandtech Group says it’s all in on AI

Now, Brandtech Group, a conglomerate ad agency, is going the other way. It’s going all-in on AI and telling everybody.

This week, Ad Age featured a press release — oops, I mean an article (subscription required) — with the details of how Brandtech is leaning into the takeaway from OpenAI’s Sam Altman, who says 95% of marketing work today can be done by AI.

A Brandtech representative talked about how they pitch big brands with two people instead of 20. They boast about how proud they are that its lean 7,000 staffers compete with 100,000-person teams. (To be clear, showing up to a pitch with 20 people has never been a good thing, but I digress.)

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OK, that’s a differentiated approach. They’re all in. Ad Age certainly seemed to like it enough to promote it. Oops, I mean report about it.

False claims of using AI and not using AI

Offshoots of the all-in and never-will approaches also exist.

The term “AI washing” is de rigueur to describe companies claiming to use AI for something that really isn’t AI.  The US Securities and Exchange Commission just fined two companies for using misleading statements about their use of AI in their business model. I know one startup technology organization faced so much pressure from their board and investors to “do something with AI” that they put a simple chatbot on their website — a glorified search engine — while they figured out what they wanted to do.

Lastly and perhaps most interestingly, companies have and will use AI for much of what they create but remain quiet about it or desire to keep it a secret. A recent notable example is the deepfake ad of a woman in a car professing the need for people to use a particular body wipe to get rid of body odor. It was purported to be real, but sharp-eyed viewers suspected the fake and called out the company, which then admitted it. Or was that the brand’s intent all along — the AI-use outrage would bring more attention?

To yell or not to yell about your brand’s AI decision

Should a brand yell from a mountaintop that they use AI to differentiate themselves a la Brandtech? Or should a brand yell they’re never going to use AI to differentiate themselves a la Dove? Or should a brand use it and not yell anything? (I think it’s clear that a brand should not use AI and lie and say it is. That’s the worst of all choices.)

I lean far into not-yelling-from-mountaintop camp.

When I see a CEO proudly exclaim that they laid off 90% of their support workforce because of AI, I’m not surprised a little later when the value of their service is reduced, and the business is failing.

I’m not surprised when I hear “AI made us do it” to rationalize the latest big tech company latest rounds of layoffs. Or when a big consulting firm announces it’s going all-in on using AI to replace its creative and strategic resources.

I see all those things as desperate attempts for short-term attention or a distraction from the real challenge. They may get responses like, “Of course, you had to lay all those people off; AI is so disruptive,” or “Amazing. You’re so out in front of the rest of the pack by leveraging AI to create efficiency, let me cover your story.” Perhaps they get this response, “Your company deserves a bump in stock price because you’re already using this fancy new technology.”

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But what happens if the AI doesn’t deliver as promoted? What happens the next time you need to lay off people? What happens the next time you need to prove your technologically forward-leaning?

Yelling out that you’re all in on a disruptive innovation, especially one the public doesn’t yet trust a lot is (at best) a business sugar high. That short-term burst of attention may or may not foul your long-term brand value.

Interestingly, the same scenarios can manifest when your brand proclaims loudly it is all out of AI, as Dove did. The sugar high may not last and now Dove has itself into a messaging box. One slip could cause distrust among its customers. And what if AI gets good at demonstrating diversity in beauty?

I tried Dove’s instructions and prompted ChatGPT for a picture of “the most beautiful woman in the world according to the Dove Real Beauty ad.”

It gave me this. Then this. And this. And finally, this.

She’s absolutely beautiful, but she doesn’t capture the many facets of diversity Dove has demonstrated in its Real Beauty campaigns. To be clear, Dove doesn’t have any control over generating the image. Maybe the prompt worked well for Dove, but it didn’t for me. Neither Dove nor you can know how the AI tool will behave.

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To use AI or not to use AI?

When brands grab a microphone to answer that question, they work from an existential fear about the disruption’s meaning. They do not exhibit the confidence in their actions to deal with it.

Let’s return to Hamlet’s soliloquy:

Thus conscience doth make cowards of us all;

And thus the native hue of resolution

Is sicklied o’er with the pale cast of thought,

And enterprises of great pith and moment

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With this regard their currents turn awry

And lose the name of action.

In other words, Hamlet says everybody is afraid to take real action because they fear the unknown outcome. You could act to mitigate or solve some challenges, but you don’t because you don’t trust yourself.

If I’m a brand marketer for any business (and I am), I’m going to take action on AI for my business. But until I see how I’m going to generate value with AI, I’m going to be circumspect about yelling or proselytizing how my business’ future is better.

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

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Cover image by Joseph Kalinowski/Content Marketing Institute

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better.

It’s the age of AI, and our job as marketers is to keep up.

My team at Foundation Marketing recently conducted an AI Marketing study surveying hundreds of marketers, and more than 84% of all leaders, managers, SEO experts, and specialists confirmed that they used AI in the workplace.

AI in the workplace data graphic, Foundation Labs

If you can overlook the fear-inducing headlines, this technology is making social media marketers more efficient and effective than ever. Translation: AI is good news for social media marketers.

Download Now: The 2024 State of Social Media Trends [Free Report]

In fact, I predict that the marketers not using AI in their workplace will be using it before the end of this year, and that number will move closer and closer to 100%.

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Social media and AI are two of the most revolutionizing technologies of the last few decades. Social media has changed the way we live, and AI is changing the way we work.

So, I’m going to condense and share the data, research, tools, and strategies that the Foundation Marketing Team and I have been working on over the last year to help you better wield the collective power of AI and social media.

Let’s jump into it.

What’s the role of AI in social marketing strategy?

In a recent episode of my podcast, Create Like The Greats, we dove into some fascinating findings about the impact of AI on marketers and social media professionals. Take a listen here:

Let’s dive a bit deeper into the benefits of this technology:

Benefits of AI in Social Media Strategy

AI is to social media what a conductor is to an orchestra — it brings everything together with precision and purpose. The applications of AI in a social media strategy are vast, but the virtuosos are few who can wield its potential to its fullest.

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AI to Conduct Customer Research

Imagine you’re a modern-day Indiana Jones, not dodging boulders or battling snakes, but rather navigating the vast, wild terrain of consumer preferences, trends, and feedback.

This is where AI thrives.

Using social media data, from posts on X to comments and shares, AI can take this information and turn it into insights surrounding your business and industry. Let’s say for example you’re a business that has 2,000 customer reviews on Google, Yelp, or a software review site like Capterra.

Leveraging AI you can now have all 2,000 of these customer reviews analyzed and summarized into an insightful report in a matter of minutes. You simply need to download all of them into a doc and then upload them to your favorite Generative Pre-trained Transformer (GPT) to get the insights and data you need.

But that’s not all.

You can become a Prompt Engineer and write ChatGPT asking it to help you better understand your audience. For example, if you’re trying to come up with a persona for people who enjoy marathons but also love kombucha you could write a prompt like this to ChatGPT:

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ChatGPT prompt example

The response that ChatGPT provided back is quite good:

GPT response example

Below this it went even deeper by including a lot of valuable customer research data:

  • Demographics
  • Psychographics
  • Consumer behaviors
  • Needs and preferences

And best of all…

It also included marketing recommendations.

The power of AI is unbelievable.

Social Media Content Using AI

AI’s helping hand can be unburdening for the creative spirit.

Instead of marketers having to come up with new copy every single month for posts, AI Social Caption generators are making it easier than ever to craft catchy status updates in the matter of seconds.

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Tools like HubSpot make it as easy as clicking a button and telling the AI tool what you’re looking to create a post about:

AI social media caption generator step 1

The best part of these AI tools is that they’re not limited to one channel.

Your AI social media content assistant can help you with LinkedIn content, X content, Facebook content, and even the captions that support your post on Instagram.

It can also help you navigate hashtags:

AI social media hashtags generator example, HubSpot

With AI social media tools that generate content ideas or even write posts, it’s not about robots replacing humans. It’s about making sure that the human creators on your team are focused on what really matters — adding that irreplaceable human touch.

Enhanced Personalization

You know that feeling when a brand gets you, like, really gets you?

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AI makes that possible through targeted content that’s tailored with a level of personalization you’d think was fortune-telling if the data didn’t paint a starker, more rational picture.

What do I mean?

Brands can engage more quickly with AI than ever before. In the early 2000s, a lot of brands spent millions of dollars to create social media listening rooms where they would hire social media managers to find and engage with any conversation happening online.

Thanks to AI, brands now have the ability to do this at scale with much fewer people all while still delivering quality engagement with the recipient.

Analytics and Insights

Tapping into AI to dissect the data gives you a CSI-like precision to figure out what works, what doesn’t, and what makes your audience tick. It’s the difference between guessing and knowing.

The best part about AI is that it can give you almost any expert at your fingertips.

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If you run a report surrounding the results of your social media content strategy directly from a site like LinkedIn, AI can review the top posts you’ve shared and give you clear feedback on what type of content is performing, why you should create more of it, and what days of the week your content is performing best.

This type of insight that would typically take hours to understand.

Now …

Thanks to the power of AI you can upload a spreadsheet filled with rows and columns of data just to be met with a handful of valuable insights a few minutes later.

Improved Customer Service

Want 24/7 support for your customers?

It’s now possible without human touch.

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Chatbots powered by AI are taking the lead on direct messaging experiences for brands on Facebook and other Meta properties to offer round-the-clock assistance.

The fact that AI can be trained on past customer queries and data to inform future queries and problems is a powerful development for social media managers.

Advertising on Social Media with AI

The majority of ad networks have used some variation of AI to manage their bidding system for years. Now, thanks to AI and its ability to be incorporated in more tools, brands are now able to use AI to create better and more interesting ad campaigns than ever before.

Brands can use AI to create images using tools like Midjourney and DALL-E in seconds.

Brands can use AI to create better copy for their social media ads.

Brands can use AI tools to support their bidding strategies.

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The power of AI and social media is continuing to evolve daily and it’s not exclusively found in the organic side of the coin. Paid media on social media is being shaken up due to AI just the same.

How to Implement AI into Your Social Media Strategy

Ready to hit “Go” on your AI-powered social media revolution?

Don’t just start the engine and hope for the best. Remember the importance of building a strategy first. In this video, you can learn some of the most important factors ranging from (but not limited to) SMART goals and leveraging influencers in your day-to-day work:

The following seven steps are crucial to building a social media strategy:

  1. Identify Your AI and Social Media Goals
  2. Validate Your AI-Related Assumptions
  3. Conduct Persona and Audience Research
  4. Select the Right Social Channels
  5. Identify Key Metrics and KPIs
  6. Choose the Right AI Tools
  7. Evaluate and Refine Your Social Media and AI Strategy

Keep reading, roll up your sleeves, and follow this roadmap:

1. Identify Your AI and Social Media Goals

If you’re just dipping your toes into the AI sea, start by defining clear objectives.

Is it to boost engagement? Streamline your content creation? Or simply understand your audience better? It’s important that you spend time understanding what you want to achieve.

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For example, say you’re a content marketing agency like Foundation and you’re trying to increase your presence on LinkedIn. The specificity of this goal will help you understand the initiatives you want to achieve and determine which AI tools could help you make that happen.

Are there AI tools that will help you create content more efficiently? Are there AI tools that will help you optimize LinkedIn Ads? Are there AI tools that can help with content repurposing? All of these things are possible and having a goal clearly identified will help maximize the impact. Learn more in this Foundation Marketing piece on incorporating AI into your content workflow.

Once you have identified your goals, it’s time to get your team on board and assess what tools are available in the market.

Recommended Resources:

2. Validate Your AI-Related Assumptions

Assumptions are dangerous — especially when it comes to implementing new tech.

Don’t assume AI is going to fix all your problems.

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Instead, start with small experiments and track their progress carefully.

3. Conduct Persona and Audience Research

Social media isn’t something that you can just jump into.

You need to understand your audience and ideal customers. AI can help with this, but you’ll need to be familiar with best practices. If you need a primer, this will help:

Once you understand the basics, consider ways in which AI can augment your approach.

4. Select the Right Social Channels

Not every social media channel is the same.

It’s important that you understand what channel is right for you and embrace it.

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The way you use AI for X is going to be different from the way you use AI for LinkedIn. On X, you might use AI to help you develop a long-form thread that is filled with facts and figures. On LinkedIn however, you might use AI to repurpose a blog post and turn it into a carousel PDF. The content that works on X and that AI can facilitate creating is different from the content that you can create and use on LinkedIn.

The audiences are different.

The content formats are different.

So operate and create a plan accordingly.

Recommended Tools and Resources:

5. Identify Key Metrics and KPIs

What metrics are you trying to influence the most?

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Spend time understanding the social media metrics that matter to your business and make sure that they’re prioritized as you think about the ways in which you use AI.

These are a few that matter most:

  • Reach: Post reach signifies the count of unique users who viewed your post. How much of your content truly makes its way to users’ feeds?
  • Clicks: This refers to the number of clicks on your content or account. Monitoring clicks per campaign is crucial for grasping what sparks curiosity or motivates people to make a purchase.
  • Engagement: The total social interactions divided by the number of impressions. This metric reveals how effectively your audience perceives you and their readiness to engage.

Of course, it’s going to depend greatly on your business.

But with this information, you can ensure that your AI social media strategy is rooted in goals.

6. Choose the Right AI Tools

The AI landscape is filled with trash and treasure.

Pick AI tools that are most likely to align with your needs and your level of tech-savviness.

For example, if you’re a blogger creating content about pizza recipes, you can use HubSpot’s AI social caption generator to write the message on your behalf:

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AI social media generator example

The benefit of an AI tool like HubSpot and the caption generator is that what at one point took 30-40 minutes to come up with — you can now have it at your fingertips in seconds. The HubSpot AI caption generator is trained on tons of data around social media content and makes it easy for you to get inspiration or final drafts on what can be used to create great content.

Consider your budget, the learning curve, and what kind of support the tool offers.

7. Evaluate and Refine Your Social Media and AI Strategy

AI isn’t a magic wand; it’s a set of complex tools and technology.

You need to be willing to pivot as things come to fruition.

If you notice that a certain activity is falling flat, consider how AI can support that process.

Did you notice that your engagement isn’t where you want it to be? Consider using an AI tool to assist with crafting more engaging social media posts.

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Make AI Work for You — Now and in the Future

AI has the power to revolutionize your social media strategy in ways you may have never thought possible. With its ability to conduct customer research, create personalized content, and so much more, thinking about the future of social media is fascinating.

We’re going through one of the most interesting times in history.

Stay equipped to ride the way of AI and ensure that you’re embracing the best practices outlined in this piece to get the most out of the technology.

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MARKETING

Advertising in local markets: A playbook for success

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Advertising in local markets: A playbook for success

Many brands, such as those in the home services industry or a local grocery chain, market to specific locations, cities or regions. There are also national brands that want to expand in specific local markets. 

Regardless of the company or purpose, advertising on a local scale has different tactics than on a national scale. Brands need to connect their messaging directly with the specific communities they serve and media to their target demo. Here’s a playbook to help your company succeed when marketing on a local scale.  

1. Understand local vs. national campaigns

Local advertising differs from national campaigns in several ways: 

  • Audience specificity: By zooming in on precise geographic areas, brands can tailor messaging to align with local communities’ customs, preferences and nuances. This precision targeting ensures that your message resonates with the right target audience.
  • Budget friendliness: Local advertising is often more accessible for small businesses. Local campaign costs are lower, enabling brands to invest strategically within targeted locales. This budget-friendly nature does not diminish the need for strategic planning; instead, it emphasizes allocating resources wisely to maximize returns. As a result, testing budgets can be allocated across multiple markets to maximize learnings for further market expansion.
  • Channel selection: Selecting the correct channels is vital for effective local advertising. Local newspapers, radio stations, digital platforms and community events each offer advantages. The key lies in understanding where your target audience spends time and focusing efforts to ensure optimal engagement.
  • Flexibility and agility: Local campaigns can be adjusted more swiftly in response to market feedback or changes, allowing brands to stay relevant and responsive. 

Maintaining brand consistency across local touchpoints reinforces brand identity and builds a strong, recognizable brand across markets. 

2. Leverage customized audience segmentation 

Customized audience segmentation is the process of dividing a market into distinct groups based on specific demographic criteria. This marketing segmentation supports the development of targeted messaging and media plans for local markets. 

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For example, a coffee chain might cater to two distinct segments: young professionals and retirees. After identifying these segments, the chain can craft messages, offers and media strategies relating to each group’s preferences and lifestyle.

To reach young professionals in downtown areas, the chain might focus on convenience, quality coffee and a vibrant atmosphere that is conducive to work and socializing. Targeted advertising on Facebook, Instagram or Connected TV, along with digital signage near office complexes, could capture the attention of this demographic, emphasizing quick service and premium blends.

Conversely, for retirees in residential areas, the chain could highlight a cozy ambiance, friendly service and promotions such as senior discounts. Advertisements in local print publications, community newsletters, radio stations and events like senior coffee mornings would foster a sense of community and belonging.

Dig deeper: Niche advertising: 7 actionable tactics for targeted marketing

3. Adapt to local market dynamics

Various factors influence local market dynamics. Brands that navigate changes effectively maintain a strong audience connection and stay ahead in the market. Here’s how consumer sentiment and behavior may evolve within a local market and the corresponding adjustments brands can make. 

  • Cultural shifts, such as changes in demographics or societal norms, can alter consumer preferences within a local community. For example, a neighborhood experiencing gentrification may see demand rise for specific products or services.
    • Respond by updating your messaging to reflect the evolving cultural landscape, ensuring it resonates with the new demographic profile.
  • Economic conditions are crucial. For example, during downturns, consumers often prioritize value and practicality.
    • Highlight affordable options or emphasize the practical benefits of your offerings to ensure messaging aligns with consumers’ financial priorities. The impact is unique to each market and the marketing message must also be dynamic.
  • Seasonal trends impact consumer behavior.
    • Align your promotions and creative content with changing seasons or local events to make your offerings timely and relevant.
  • New competitors. The competitive landscape demands vigilance because new entrants or innovative competitor campaigns can shift consumer preferences.
    • Differentiate by focusing on your unique selling propositions, such as quality, customer service or community involvement, to retain consumer interest and loyalty.

4. Apply data and predictive analytics 

Data and predictive analytics are indispensable tools for successfully reaching local target markets. These technologies provide consumer behavior insights, enabling you to anticipate market trends and adjust strategies proactively. 

  • Price optimization: By analyzing consumer demand, competitor pricing and market conditions, data analytics enables you to set prices that attract customers while ensuring profitability.
  • Competitor analysis: Through analysis, brands can understand their positioning within the local market landscape and identify opportunities and threats. Predictive analytics offer foresight into competitors’ potential moves, allowing you to strategize effectively to maintain a competitive edge.
  • Consumer behavior: Forecasting consumer behavior allows your brand to tailor offerings and marketing messages to meet evolving consumer needs and enhance engagement.
  • Marketing effectiveness: Analytics track the success of advertising campaigns, providing insights into which strategies drive conversions and sales. This feedback loop enables continuous optimization of marketing efforts for maximum impact.
  • Inventory management: In supply chain management, data analytics predict demand fluctuations, ensuring inventory levels align with market needs. This efficiency prevents stockouts or excess inventory, optimizing operational costs and meeting consumer expectations.

Dig deeper: Why you should add predictive modeling to your marketing mix

5. Counter external market influences

Consider a clothing retailer preparing for a spring collection launch. By analyzing historical weather data and using predictive analytics, the brand forecasts an unseasonably cool start to spring. Anticipating this, the retailer adjusts its campaign to highlight transitional pieces suitable for cooler weather, ensuring relevance despite an unexpected chill.

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Simultaneously, predictive models signal an upcoming spike in local media advertising rates due to increased market demand. Retailers respond by reallocating a portion of advertising budgets to digital channels, which offer more flexibility and lower costs than traditional media. This shift enables brands to maintain visibility and engagement without exceeding budget, mitigating the impact of external forces on advertising.

6. Build consumer confidence with messaging

Localized messaging and tailored customer service enhance consumer confidence by demonstrating your brand’s understanding of the community. For instance, a grocery store that curates cooking classes featuring local cuisine or sponsors community events shows commitment to local culture and consumer interests. 

Similarly, a bookstore highlighting local authors or topics relevant to the community resonates with local customers. Additionally, providing service that addresses local needs — such as bilingual service and local event support — reinforces the brand’s values and response to the community. 

Through these localized approaches, brands can build trust and loyalty, bridging the gap between corporate presence and local relevance.

7. Dominate with local advertising 

To dominate local markets, brands must:

  • Harness hyper-targeted segmentation and geo-targeted advertising to reach and engage precise audiences.
  • Create localized content that reflects community values, engage in community events, optimize campaigns for mobile and track results.
  • Fine-tune strategies, outperform competitors and foster lasting relationships with customers.

These strategies will enable your message to resonate with local consumers, differentiate you in competitive markets and ensure you become a major player in your specific area. 



Dig deeper: The 5 critical elements for local marketing success

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Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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