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How to Optimize Videos for YouTube Search

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How to Optimize Videos for YouTube Search

How does YouTube SEO work? What are the steps to optimize your YouTube videos for search? The answer to these questions are simpler than you might think.

While it might seem difficult to get any exposure on YouTube, you can implement certain strategies to ensure that the YouTube algorithm favors you in the search results.

In this post, we’ll go over proven YouTube SEO tips that have worked for HubSpot’s YouTube channel and that will work for you, regardless of your channel size. Let’s get started.

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How to Rank Videos on YouTube

To get videos to rank on YouTube, we must first understand the YouTube algorithm and YouTube’s ranking factors.

Just like any search engine, YouTube wants to deliver content that answers the searcher’s specific query. For instance, if someone searches for “how to tie a tie,” YouTube won’t deliver a video titled “how to tie your shoelaces.” Instead, it will serve search results that answer that specific query.

So, as you try your hand at YouTube SEO, think about how you can incorporate terms and phrases that are used by your target audience.

You’ll also need to think about YouTube analytics and engagement. When it ranks videos, YouTube cares about a metric called “watch time” — in other words, how long viewers stay on your video. A long watch time means that you’re delivering valuable content; a short watch time means that your content should likely not rank.

If you want your videos to rank, try to create content that’s optimized for longer watch times. You can, for instance, prompt users to stay until the end of the video by promising a surprise or a giveaway.

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Is it worth optimizing videos on YouTube?

Trying to rank videos on YouTube might seem like a lost effort. Only the most well-known influencers and content creators seem to have any luck on the platform.

However, that’s not the case. As a business, you can enjoy views, comments, and likes on your videos — so long as you find the right audience for your content. In fact, finding and targeting the right audience is even more important than creating a “beautiful” video. If you’re actively solving your prospective customers’ problems with your YouTube videos, then you’ve done 90% of the YouTube optimization work.

In addition, ranking videos on YouTube is a key element of your inbound marketing strategy, even if it might not seem that way. As recently as a decade ago, inbound video marketing was a brand new idea. Marketers were learning that they couldn’t just publish a high volume of content — it also had to be high-quality and optimized in ways that made it as discoverable as possible through search engines.

That content was once largely limited to the written word. Today, that’s no longer the case. Today, a comprehensive content strategy includes written work like blogs and ebooks, as well as media like podcasts, visual assets, and videos. And with the rise of other content formats comes the need to optimize them for search. One increasingly important place to do that is on YouTube.

If you’re feeling lost, don’t worry. We cover the most important YouTube SEO tips below, so that you can effectively optimize your content for YouTube search.

1. Rename your video file using a target keyword.

Just like you would when optimizing written content, you’ll use an SEO tool to first identify keywords you’d like your video to focus on (you can browse popular YouTube SEO tools below these tips, or just click that link earlier in this sentence).

With a keyword identified, the first place you should put it is your video file — before you even upload it to YouTube. Why? YouTube can’t actually “watch” your video to see how relevant it is to your target keyword, and as you’ll learn in the tips below, there are only so many places you can safely insert this keyword on your video’s viewing page once it’s published. But, YouTube can read your video’s file name and all the code that comes with it when it’s uploaded.

With that in mind, replace the “business_ad_003FINAL.mov” file name (don’t be embarrassed … we’ve all been there during post-production) with your desired keyword. If your keyword is “house painting tips,” for example, your video’s file name should be “house-painting-tips” followed by your preferred video file type (MOV, MP4, and WMV are some of the most common that are compatible with YouTube).

2. Insert your keyword naturally in the video title.

When we search for videos, one of the first things that our eyes are drawn to is the title. That’s often what determines whether or not the viewer will click to watch your video, so the title should not only be compelling, but also clear and concise.

Although your keyword plays a big part in your video title, it also helps if the title closely matches what the viewer is searching for. Research conducted by Backlinko found that videos with an exact keyword match in the title have only a slight advantage over those that don’t. Here’s a linear representation of those findings:

how to rank videos on youtube: exact match title data

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So, while “using your target keyword in your title may help you rank for that term,” report author Brian Dean explains, “the relationship between keyword-rich video titles and rankings” isn’t always a strong one. Nonetheless, it’s a good idea to optimize your title for this keyword so long as it fits naturally into a title that tells viewers exactly what they’re about to see.

Lastly, make sure to keep your title fairly short — HubSpot campaigns manager Alicia Collins recommends limiting it to 60 characters to help keep it from getting cut off in results pages.

3. Optimize your video description.

First things first: According to Google, the official character limit for YouTube video descriptions is 1,000 characters. And while it’s okay to use all of that space, remember that your viewer most likely came here to watch a video, not to read an essay.

If you do choose to write a longer description, keep in mind that YouTube only displays the first two or three lines of text — that amounts to about 100 characters. After that point, viewers have to click “show more” to see the full description. That’s why we suggest front-loading the description with the most important information, like CTAs or crucial links.

As for optimizing the video itself, it doesn’t hurt to add a transcript of the video, especially for those who have to watch it without volume. That said, Backlinko’s research also found no correlation between descriptions that were optimized for a certain keyword and the rankings for that term.

how to rank videos on youtube: keyword in description data

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Dean is careful not to encourage ditching an optimized description altogether, though. “An optimized description helps you show up in the suggested videos sidebar,” he writes, “which is a significant source of views for most channels.”

4. Tag your video with popular keywords that relate to your topic.

YouTube suggests using tags to let viewers know what your video is about. But you’re not just informing your viewers — you’re also informing YouTube itself. Dean explains that the platform uses tags “to understand the content and context of your video.”

That way, YouTube figures out how to associate your video with similar videos, which can broaden your content’s reach. But choose your tags wisely. Don’t use an irrelevant tag because you think it’ll get you more views — in fact, Google might penalize you for that. And similar to your description, lead with the most important keywords, including a good mix of those that are common and more long-tail (as in, those that answer a question like “how do I?”).

5. Categorize your video.

Once you upload a video, you can categorize it under “Advanced settings.” Choosing a category is another way to group your video with similar content on YouTube so it winds up in different playlists and gains exposure to more viewers who identify with your audience.

It might not be as simple as it looks. In fact, it’s important to go through a comprehensive process to determine which category each video belongs in. Answer questions like:

  • Who are the top creators within the category? What are they known for and what do they do well?
  • Are there any patterns between the audiences of similar channels within a given category?
  • Do the videos within a similar category have share qualities like production value, length, or format?

6. Upload a custom thumbnail image for your video’s result link.

Your video thumbnail is the main image viewers see when scrolling through a list of video results. Along with the video’s title, that thumbnail sends a signal to the viewer about the video’s content, so it can impact the number of clicks and views your video receives.

While you can always pick one of the thumbnail options auto-generated by YouTube, we highly recommend uploading a custom thumbnail. YouTube recommends the use of images that are 1280×720 pixels — representing a 16:9 ratio — that are saved as 2MB or smaller .jpg, .gif, .bmp, or .png files. If you follow those parameters, it can help to ensure that your thumbnail appears with equally high quality across multiple viewing platforms.

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It’s important to note that your YouTube account has to be verified in order to upload a custom thumbnail image. To do that, visit youtube.com/verify and follow the instructions listed there.

7. Use an SRT File to add subtitles & closed captions.

Like much of the other text we’ve discussed here, subtitles and closed captions can boost YouTube search optimization by highlighting important keywords.

In order to add subtitles or closed captions to your video, you’ll have to upload a supported text transcript or timed subtitles file. For the former, you can also directly enter transcript text for a video so that it auto-syncs with the video.

Adding subtitles follows a similar process, however, you can limit the amount of text you want displayed. For either, head to your video manager then click on “Videos” under “Video Manager.” Find the video you want to add subtitles or closed captioning to, and click the drop-down arrow next to the edit button. Then, choose “Subtitles/CC.” You can then select how you’d like to add subtitles or closed captioning.

Find out how to add closed captions to your YouTube video in the video below.

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8. Add Cards and End Screens to increase your YouTube channel’s viewership.

Cards

When you’re watching a video, have you ever seen a small white, circular icon with an “i” in the center appear in the corner, or a translucent bar of text asking you to subscribe? Those are Cards, which YouTube describes as “preformatted notifications that appear on desktop and mobile which you can set up to promote your brand and other videos on your channel.”

"i" icon to create End Cards in YouTube video

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You can add up to five cards to a single video, and there are six types:

  1. Channel cards that direct viewers to another channel.
  2. Donation cards to encourage fundraising on behalf of U.S. nonprofit organizations.
  3. Fan funding to ask your viewers to help support the creation of your video content.
  4. Link cards, which direct viewers to an external site, approved crowdfunding platform, or an approved merchandise selling platform.
  5. Poll cards, which pose a question to viewers and allow them to vote for a response.
  6. Video or playlist cards, which link to other YouTube content of this kind.

For detailed steps on adding a card to your video, follow these official steps from Google, or check out the video below.

End Screens

End screens display similar information as cards, but as you may have guessed, they don’t display until a video is over, and are a bit more visually detailed in nature. A good example is the overlay with a book image and a visual link to view more on the video below:

End screens displayed on a YouTube video

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There are a number of detailed instructions for adding end screens depending on what kind of platform you want to design them for, as well as different types of content allowed for them by YouTube. Google outlines the details for how to optimize for all of those considerations here.

It’s important to note that YouTube is always testing end screens to try to optimize the viewer experience, so there are times when “your end screen, as designated by you, may not appear.” Take these factors into account as you decide between using either cards or end screens.

These factors may seem a bit complicated and time-consuming, but remember: The time people spend watching YouTube on their TV has more than doubled year over year. There’s an audience to be discovered there, and when you optimize for YouTube, your chances of being discovered increase.

9. Add hashtags to increase reach.

Hashtags are a recent addition to the YouTube user interface that allow you to add related terms to your content, just as you would on LinkedIn or Instagram. Hashtags show up right above your video title for easy clicking and discoverability. You can use your company name, as HubSpot does below, or include related keywords.

youtube seo tips: add hashtagsWe also recommend using hashtags in your YouTube description, but don’t go overboard; the YouTube algorithm constantly checks for spam. Overly hashtagging may get you inadvertently flagged. Instead of using every hashtag you can think of, choose 2-3 that you feel most accurately describe your video.

10. Create a playlist about your video’s general topic.

As you add more and more videos to your content library, group them in keyword-optimized playlists. This will not only further signal to YouTube what your videos are about, but it will also keep viewers clicking from video to video, increasing your view count and, by extension, your rankings.

youtube seo tips: create a playlistFor example, Yoga with Kassandra grouped all of its short yoga classes in a playlist titled “5-15 min Yoga Classes.” Not only is the title short and descriptive, but the playlist description includes related keywords such as ”10 minute yoga classes,” “10 minute morning yoga stretches,” and “bedtime yoga classes.”

11. Optional: Leave a pinned comment on your own video.

Leaving a comment on your video might seem over-the-top, but it’s a smart strategy. Not only do more comments improve your video’s rankability, but if you play your cards right, you can generate high levels of audience engagement. A pinned comment may result in hundreds of replies, like it did for Matt D’Avelia below:

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youtube seo tips: leave a pinned commentBe sure to leave an engaging comment that furthers the conversation or provides more value for readers. Here at HubSpot, for example, we leave a resource pinned so that viewers can further their knowledge on the topic.

youtube seo checklist with 12 items

1. Choose a target keyword for your video. This can be a topic, a question, or a highly specific query. If you’re not sure of the right target keyword, use a keyword research tool, or simply explore YouTube’s existing content library for inspiration.

2. Include the target keyword in the file name. Don’t use spaces between each word, but rather dashes (-) or underscores (_).

3. Include the target keyword in the title. Next up, work the target keyword into the title of your video, but be creative, and be sure to do it naturally. You don’t want the title to simply be “.” The title is the first thing users will see, so try to create intrigue and interest while promising to help the viewer in some way.

youtube seo checklist: place keyword in title4. Include the keyword, as well as keyword variations, in the video description. The video description is the lifeblood of your YouTube SEO strategy. Write a natural description with 1-2 mentions of your target keyword, as well as variations of this keyword.

youtube seo checklist: place keyword in description

5. Add related tags to your video. While most users don’t use tags to find videos, they can help the YouTube algorithm categorize your video and serve it to the appropriate audience. Add around 5-8 industry tags, being sure to not overdo it so that you’re not flagged as spam.

6. Add your video category. While not as specific as tags, categories help users find your video and helps the YouTube algorithm understand what your video is about. Categories come into play in the home page, the explore page, and the sidebar menu.

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youtube seo checklist: explore categories

7. Upload a custom video thumbnail. Create a thumbnail that includes either a variation of your keyword or a short phrase that could generate clicks (such as “1,000 organic followers, fast!”). As mentioned, you’ll need to verify your YouTube channel to get access to custom thumbnail uploads.

youtube seo checklist: add video thumbnail8. Add subtitles and closed captions. Subtitles and closed captions are a much-needed accessibility component of your videos. They also indirectly help you optimize for YouTube search by giving YouTube a text version of your video content.

9. Add cards and end screens that tie into the topic of your video. Cards are equivalent to internal and external linking, and end screens allow you to engage viewers during those critical last few seconds when a viewer might be tempted to click to another piece of content.

10. Add hashtags to your video. Hashtags are different from tags. They show up above your video title and help you increase reach and authority by further signaling what your video is about.

youtube seo checklist: add hashtags

11. Create a playlist about your overarching topic. One of the best ways to optimize YouTube videos is to create playlists. Finding a few related videos and putting them in a playlist will not only attract more viewers, but it will also help the YouTube algorithm understand how your video relates to others in your upload library.

12. Optional: Leave a pinned comment to generate engagement or provide more value. As a brand, you can and should comment on your own videos — not only to reply to others, but to provide more value to readers.

Now, most of the SEO tips above rely on you identifying a keyword and promoting your video correctly. And not all of those tips can be carried out through YouTube alone. To get the most bang for your videography buck, consider some of the tools below to optimize your video for search.

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1. Ahrefs Keywords Explorer

youtube seo tool: ahrefs keyword explorer

Ahrefs is a comprehensive SEO platform that allows you to monitor a website’s ranking, estimate the organic traffic you’d get from each keyword, and research keywords for which you might want to create new content.

One popular feature of Ahrefs is Keywords Explorer, which allows you to look up numerous details related to a keyword you’re interested in. And as you can see in the screenshot above, you can filter your keyword results by search engine — including YouTube.

Ahrefs Keywords Explorer gives you a keyword’s monthly search volume, how many clicks received by videos ranking for that keyword, related keywords, and more.

2. Canva

youtube seo tool: canva thumbnails

You might know Canva as a design template for creating all kinds of cards, photos, logos, and more. It just so happens this popular product has a Thumbnail Creator just for YouTube videos.

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As stated in the tips above, thumbnail images are critical to promoting your content in YouTube search results and enticing users to click on your video. Using Canva’s Thumbnail Creator, you can create the perfect preview image for your video in 1280 x 720 pixels — the thumbnail dimensions YouTube requires.

3. HubSpot Content Strategy

youtube seo tool: hubspot content strategyOur content strategy tool, developed here at HubSpot, allows you to find popular keywords for which to create content and then organize these keywords into groupings — what we call “topic clusters.” By sorting your content into topic clusters, you can oversee which pieces of content are related to one another, which types of content you have planned, and what you’ve already created.

While the keywords you discover in HubSpot reflect their popularity in a standard Google search, many of these topics will also produce videos on Google’s search engine results pages. In those cases, you can create topic clusters that have both blog and YouTube content belonging to them.

Clustering your content — and linking from videos to blog posts, and vice-versa — can give you more authority in the eyes of Google and YouTube, while giving you more ways to capture traffic from the people searching your topic.

4. vidIQ Vision

youtube seo tool: vidiqThis is a Chrome extension, available through Chrome’s web store in the link above, that helps you analyze how and why certain YouTube videos perform so well. This includes the tags a video has been optimized for, its average watch time, and even how quickly that video might be gaining traffic.

The vidIQ tool then provides an SEO “score” you can use to create content that performs (or outperforms) the results you already see on YouTube.

5. TubeBuddy

youtube seo tool: tubebuddyTubeBuddy is an all-in-one video platform that helps you manage the production, optimization, and promotion of your YouTube content. Its features include an automatic language translator (which helps you rank for non-English keywords), a keyword explorer, tag suggestions, a rank tracker for your published videos, and more.

6. Cyfe

youtube seo tool: cyfeCyfe is a large software suite that offers, among other things, a YouTube analytics platform. On this platform, you can track performance on YouTube and on your site.

In addition to traffic analytics, Cyfe can show you which keywords you’re ranking for and which ones are most popular across various search engines. Sounds a lot like Google Analytics or Moz, right? That’s because Cyfe has data from both of those tools, and more, built into it.

No matter what SEO tip or tool you start with, a successful YouTube channel begins with good content. Make sure your viewers have something high-quality and relevant to watch when they find you. Want step-by-step help? Download our free guide on YouTube for Business below.

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Editor’s note: This post was originally published in March 2013 and has been updated for comprehensiveness.

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5 Psychological Tactics to Write Better Emails

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5 Psychological Tactics to Write Better Emails

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

I’ve tested 100s of psychological tactics on my email subscribers. In this blog, I reveal the five tactics that actually work.

You’ll learn about the email tactic that got one marketer a job at the White House.

You’ll learn how I doubled my 5 star reviews with one email, and why one strange email from Barack Obama broke all records for donations.

→ Download Now: The Beginner's Guide to Email Marketing [Free Ebook]

5 Psychological Tactics to Write Better Emails

Imagine writing an email that’s so effective it lands you a job at the White House.

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Well, that’s what happened to Maya Shankar, a PhD cognitive neuroscientist. In 2014, the Department of Veterans Affairs asked her to help increase signups in their veteran benefit scheme.

Maya had a plan. She was well aware of a cognitive bias that affects us all—the endowment effect. This bias suggests that people value items higher if they own them. So, she changed the subject line in the Veterans’ enrollment email.

Previously it read:

  • Veterans, you’re eligible for the benefit program. Sign up today.

She tweaked one word, changing it to:

  • Veterans, you’ve earned the benefits program. Sign up today.

This tiny tweak had a big impact. The amount of veterans enrolling in the program went up by 9%. And Maya landed a job working at the White House

Boost participation email graphic

Inspired by these psychological tweaks to emails, I started to run my own tests.

Alongside my podcast Nudge, I’ve run 100s of email tests on my 1,000s of newsletter subscribers.

Here are the five best tactics I’ve uncovered.

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1. Show readers what they’re missing.

Nobel prize winning behavioral scientists Daniel Kahneman and Amos Tversky uncovered a principle called loss aversion.

Loss aversion means that losses feel more painful than equivalent gains. In real-world terms, losing $10 feels worse than how gaining $10 feels good. And I wondered if this simple nudge could help increase the number of my podcast listeners.

For my test, I tweaked the subject line of the email announcing an episode. The control read:

“Listen to this one”

In the loss aversion variant it read:

“Don’t miss this one”

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It is very subtle loss aversion. Rather than asking someone to listen, I’m saying they shouldn’t miss out. And it worked. It increased the open rate by 13.3% and the click rate by 12.5%. Plus, it was a small change that cost me nothing at all.

Growth mindset email analytics

2. People follow the crowd.

In general, humans like to follow the masses. When picking a dish, we’ll often opt for the most popular. When choosing a movie to watch, we tend to pick the box office hit. It’s a well-known psychological bias called social proof.

I’ve always wondered if it works for emails. So, I set up an A/B experiment with two subject lines. Both promoted my show, but one contained social proof.

The control read: New Nudge: Why Brands Should Flaunt Their Flaws

The social proof variant read: New Nudge: Why Brands Should Flaunt Their Flaws (100,000 Downloads)

I hoped that by highlighting the episode’s high number of downloads, I’d encourage more people to listen. Fortunately, it worked.

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The open rate went from 22% to 28% for the social proof version, and the click rate, (the number of people actually listening to the episode), doubled.

3. Praise loyal subscribers.

The consistency principle suggests that people are likely to stick to behaviours they’ve previously taken. A retired taxi driver won’t swap his car for a bike. A hairdresser won’t change to a cheap shampoo. We like to stay consistent with our past behaviors.

I decided to test this in an email.

For my test, I attempted to encourage my subscribers to leave a review for my podcast. I sent emails to 400 subscribers who had been following the show for a year.

The control read: “Could you leave a review for Nudge?”

The consistency variant read: “You’ve been following Nudge for 12 months, could you leave a review?”

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My hypothesis was simple. If I remind people that they’ve consistently supported the show they’ll be more likely to leave a review.

It worked.

The open rate on the consistency version of the email was 7% higher.

But more importantly, the click rate, (the number of people who actually left a review), was almost 2x higher for the consistency version. Merely telling people they’d been a fan for a while doubled my reviews.

4. Showcase scarcity.

We prefer scarce resources. Taylor Swift gigs sell out in seconds not just because she’s popular, but because her tickets are hard to come by.

Swifties aren’t the first to experience this. Back in 1975, three researchers proved how powerful scarcity is. For the study, the researchers occupied a cafe. On alternating weeks they’d make one small change in the cafe.

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On some weeks they’d ensure the cookie jar was full.

On other weeks they’d ensure the cookie jar only contained two cookies (never more or less).

In other words, sometimes the cookies looked abundantly available. Sometimes they looked like they were almost out.

This changed behaviour. Customers who saw the two cookie jar bought 43% more cookies than those who saw the full jar.

It sounds too good to be true, so I tested it for myself.

I sent an email to 260 subscribers offering free access to my Science of Marketing course for one day only.

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In the control, the subject line read: “Free access to the Science of Marketing course”

For the scarcity variant it read: “Only Today: Get free access to the Science of Marketing Course | Only one enrol per person.”

130 people received the first email, 130 received the second. And the result was almost as good as the cookie finding. The scarcity version had a 15.1% higher open rate.

Email A/B test results

5. Spark curiosity.

All of the email tips I’ve shared have only been tested on my relatively small audience. So, I thought I’d end with a tip that was tested on the masses.

Back in 2012, Barack Obama and his campaign team sent hundreds of emails to raise funds for his campaign.

Of the $690 million he raised, most came from direct email appeals. But there was one email, according to ABC news, that was far more effective than the rest. And it was an odd one.

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The email that drew in the most cash, had a strange subject line. It simply said “Hey.”

The actual email asked the reader to donate, sharing all the expected reasons, but the subject line was different.

It sparked curiosity, it got people wondering, is Obama saying Hey just to me?

Readers were curious and couldn’t help but open the email. According to ABC it was “the most effective pitch of all.”

Because more people opened, it raised more money than any other email. The bias Obama used here is the curiosity gap. We’re more likely to act on something when our curiosity is piqued.

Email example

Loss aversion, social proof, consistency, scarcity and curiosity—all these nudges have helped me improve my emails. And I reckon they’ll work for you.

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It’s not guaranteed of course. Many might fail. But running some simple a/b tests for your emails is cost free, so why not try it out?

This blog is part of Phill Agnew’s Marketing Cheat Sheet series where he reveals the scientifically proven tips to help you improve your marketing. To learn more, listen to his podcast Nudge, a proud member of the Hubspot Podcast Network.

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The power of program management in martech

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The power of program management in martech

As a supporter of the program perspective for initiatives, I recognize the value of managing related projects, products and activities as a unified entity. 

While one-off projects have their place, they often involve numerous moving parts and in my experience, using a project-based approach can lead to crucial elements being overlooked. This is particularly true when building a martech stack or developing content, for example, where a program-based approach can ensure that all aspects are considered and properly integrated. 

For many CMOs and marketing organizations, programs are becoming powerful tools for aligning diverse initiatives and driving strategic objectives. Let’s explore the essential role of programs in product management, project management and marketing operations, bridging technical details with business priorities. 

Programs in product management

Product management is a fascinating domain where programs operate as a strategic framework, coordinating related products or product lines to meet specific business objectives.

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Product managers are responsible for defining a product or product line’s strategy, roadmap and features. They work closely with program managers, who ensure alignment with market demands, customer needs and the company’s overall vision by managing offerings at a program level. 

Program managers optimize the product portfolio, make strategic decisions about resource allocation and ensure that each product contributes to the program’s goals. One key aspect of program management in product management is identifying synergies between products. 

Program managers can drive innovation and efficiency across the portfolio by leveraging shared technologies, customer insights, or market trends. This approach enables organizations to respond quickly to changing market conditions, seize emerging opportunities and maintain a competitive advantage. Product managers, in turn, use these insights to shape the direction of individual products.

Moreover, programs in product management facilitate cross-functional collaboration and knowledge sharing. Program managers foster a holistic understanding of customer needs and market dynamics by bringing together teams from various departments, such as engineering, marketing and sales.

Product managers also play a crucial role in this collaborative approach, ensuring that all stakeholders work towards common goals, ultimately leading to more successful product launches and enhanced customer satisfaction.

Dig deeper: Understanding different product roles in marketing technology acquisition

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Programs in project management

In project management, programs provide a structured approach for managing related projects as a unified entity, supporting broader strategic objectives. Project managers are responsible for planning, executing and closing individual projects within a program. They focus on specific deliverables, timelines and budgets. 

On the other hand, program managers oversee these projects’ coordination, dependencies and outcomes, ensuring they collectively deliver the desired benefits and align with the organization’s strategic goals.

A typical example of a program in project management is a martech stack optimization initiative. Such a program may involve integrating marketing technology tools and platforms, implementing customer data management systems and training employees on the updated technologies. Project managers would be responsible for the day-to-day management of each project. 

In contrast, the program manager ensures a cohesive approach, minimizes disruptions and realizes the full potential of the martech investments to improve marketing efficiency, personalization and ROI.

The benefits of program management in project management are numerous. Program managers help organizations prioritize initiatives that deliver the greatest value by aligning projects with strategic objectives. They also identify and mitigate risks that span multiple projects, ensuring that issues in one area don’t derail the entire program. Project managers, in turn, benefit from this oversight and guidance, as they can focus on successfully executing their projects.

Additionally, program management enables efficient resource allocation, as skills and expertise can be shared across projects, reducing duplication of effort and maximizing value. Project managers can leverage these resources and collaborate with other project teams to achieve their objectives more effectively.

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Dig deeper: Combining martech projects: 5 questions to ask

Programs in marketing operations

In marketing operations, programs play a vital role in integrating and managing various marketing activities to achieve overarching goals. Marketing programs encompass multiple initiatives, such as advertising, content marketing, social media and event planning. Organizations ensure consistent messaging, strategic alignment, and measurable results by managing these activities as a cohesive program.

In marketing operations, various roles, such as MOps managers, campaign managers, content managers, digital marketing managers and analytics managers, collaborate to develop and execute comprehensive marketing plans that support the organization’s business objectives. 

These professionals work closely with cross-functional teams, including creative, analytics and sales, to ensure that all marketing efforts are coordinated and optimized for maximum impact. This involves setting clear goals, defining key performance indicators (KPIs) and continuously monitoring and adjusting strategies based on data-driven insights.

One of the primary benefits of a programmatic approach in marketing operations is maintaining a consistent brand voice and message across all channels. By establishing guidelines and standards for content creation, visual design and customer interactions, marketing teams ensure that the brand’s identity remains cohesive and recognizable. This consistency builds customer trust, reinforces brand loyalty and drives business growth.

Programs in marketing operations enable organizations to take a holistic approach to customer engagement. By analyzing customer data and feedback across various touchpoints, marketing professionals can identify opportunities for improvement and develop targeted strategies to enhance the customer experience. This customer-centric approach leads to increased satisfaction, higher retention rates and more effective marketing investments.

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Dig deeper: Mastering the art of goal setting in marketing operations

Embracing the power of programs for long-term success

We’ve explored how programs enable marketing organizations to drive strategic success and create lasting impact by aligning diverse initiatives across product management, project management and marketing operations. 

  • Product management programs facilitate cross-functional collaboration and ensure alignment with market demands. 
  • In project management, they provide a structured approach for managing related projects and mitigating risks. 
  • In marketing operations, programs enable consistent messaging and a customer-centric approach to engagement.

Program managers play a vital role in maintaining strategic alignment, continuously assessing progress and adapting to changes in the business environment. Keeping programs aligned with long-term objectives maximizes ROI and drives sustainable growth.

Organizations that invest in developing strong program management capabilities will be better positioned to optimize resources, foster innovation and achieve their long-term goals.



As a CMO or marketing leader, it is important to recognize the strategic value of programs and champion their adoption across your organization. By aligning efforts across various domains, you can unlock the full potential of your initiatives and drive meaningful results. Try it, you’ll like it.

Fuel for your marketing strategy.

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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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2 Ways to Take Back the Power in Your Business: Part 2

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2 Ways to Take Back the Power in Your Business: Part 2

2 Ways to Take Back the Power in Your Business

Before we dive into the second way to assume power in your business, let’s revisit Part 1. 

Who informs your marketing strategy? 

YOU, with your carefully curated strategy informed by data and deep knowledge of your brand and audience? Or any of the 3 Cs below? 

  • Competitors: Their advertising and digital presence and seemingly never-ending budgets consume the landscape.
  • Colleagues: Their tried-and-true proven tactics or lessons learned.
  • Customers: Their calls, requests, and ideas. 

Considering any of the above is not bad, in fact, it can be very wise! However, listening quickly becomes devastating if it lends to their running our business or marketing department. 

It’s time we move from defense to offense, sitting in the driver’s seat rather than allowing any of the 3 Cs to control. 

It is one thing to learn from and entirely another to be controlled by. 

In Part 1, we explored how knowing what we want is critical to regaining power.

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1) Knowing what you want protects the bottom line.

2) Knowing what you want protects you from the 3 Cs. 

3) Knowing what you want protects you from running on auto-pilot.

You can read Part 1 here; in the meantime, let’s dive in! 

How to Regain Control of Your Business: Knowing Who You Are

Vertical alignment is a favorite concept of mine, coined over the last two years throughout my personal journey of knowing self. 

Consider the diagram below.

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Vertical alignment is the state of internal being centered with who you are at your core. 

Horizontal alignment is the state of external doing engaged with the world around you.

In a state of vertical alignment, your business operates from its core center, predicated on its mission, values, and brand. It is authentic and confident and cuts through the noise because it is entirely unique from every competitor in the market. 

From this vertical alignment, your business is positioned for horizontal alignment to fulfill the integrity of its intended services, instituted processes, and promised results. 

A strong brand is not only differentiated in the market by its vertical alignment but delivers consistently and reliably in terms of its products, offerings, and services and also in terms of the customer experience by its horizontal alignment. 

Let’s examine what knowing who you are looks like in application, as well as some habits to implement with your team to strengthen vertical alignment. 

1) Knowing who You are Protects You from Horizontal Voices. 

The strength of “Who We Are” predicates the ability to maintain vertical alignment when something threatens your stability. When a colleague proposes a tactic that is not aligned with your values. When the customer comes calling with ideas that will knock you off course as bandwidth is limited or the budget is tight. 

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I was on a call with a gal from my Mastermind when I mentioned a retreat I am excited to launch in the coming months. 

I shared that I was considering its positioning, given its curriculum is rooted in emotional intelligence (EQ) to inform personal brand development. The retreat serves C-Suite, but as EQ is not a common conversation among this audience, I was considering the best positioning. 

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She advised, “Sell them solely on the business aspects, and then sneak attack with the EQ when they’re at the retreat!” 

At first blush, it sounds reasonable. After all, there’s a reason why the phrase, “Sell the people what they want, give them what they need,” is popular.

Horizontal advice and counsel can produce a wealth of knowledge. However, we must always approach the horizontal landscape – the external – powered by vertical alignment – centered internally with the core of who we are. 

Upon considering my values of who I am and the vision of what I want for this event, I realized the lack of transparency is not in alignment with my values nor setting the right expectations for the experience.

Sure, maybe I would get more sales; however, my bottom line — what I want — is not just sales. I want transformation on an emotional level. I want C-Suite execs to leave powered from a place of emotional intelligence to decrease decisions made out of alignment with who they are or executing tactics rooted in guilt, not vision. 

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Ultimately, one of my core values is authenticity, and I must make business decisions accordingly. 

2) Knowing who You are Protects You from Reactivity.

Operating from vertical alignment maintains focus on the bottom line and the strategy to achieve it. From this position, you are protected from reacting to the horizontal pressures of the 3 Cs: Competitors, Colleagues, and Customers. 

This does not mean you do not adjust tactics or learn. 

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However, your approach to adjustments is proactive direction, not reactive deviations. To do this, consider the following questions:

First: How does their (any one of the 3 Cs) tactic measure against my proven track record of success?

If your colleague promotes adding newsletters to your strategy, lean in and ask, “Why?” 

  • What are their outcomes? 
  • What metrics are they tracking for success? 
  • What is their bottom line against yours? 
  • How do newsletters fit into their strategy and stage(s) of the customer journey? 

Always consider your historical track record of success first and foremost. 

Have you tried newsletters in the past? Is their audience different from yours? Why are newsletters good for them when they did not prove profitable for you? 

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Operate with your head up and your eyes open. 

Maintain focus on your bottom line and ask questions. Revisit your data, and don’t just take their word for it. 

2. Am I allocating time in my schedule?

I had coffee with the former CEO of Jiffy Lube, who built the empire that it is today. 

He could not emphasize more how critical it is to allocate time for thinking. Just being — not doing — and thinking about your business or department. 

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Especially for senior leaders or business owners, but even still for junior staff. 

The time and space to be fosters creative thinking, new ideas, and energy. Some of my best campaigns are conjured on a walk or in the shower. 

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Kasim Aslam, founder of the world’s #1 Google Ads agency and a dear friend of mine, is a machine when it comes to hacks and habits. He encouraged me to take an audit of my calendar over the last 30 days to assess how I spend time. 

“Create three buckets,” he said. “Organize them by the following:

  • Tasks that Generate Revenue
  • Tasks that Cost Me Money
  • Tasks that Didn’t Earn Anything”

He and I chatted after I completed this exercise, and I added one to the list: Tasks that are Life-Giving. 

Friends — if we are running empty, exhausted, or emotionally depleted, our creative and strategic wherewithal will be significantly diminished. We are holistic creatures and, therefore, must nurture our mind, body, soul, and spirit to maintain optimum capacity for impact. 

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I shared this hack with a friend of mine. Not only did she identify meetings that were costing her money and thus needed to be eliminated, but she also identified that particular meetings could actually turn revenue-generating! She spent a good amount of time each month facilitating introductions; now, she is adding Strategic Partnerships to her suite of services. 


ACTION: Analyze your calendar’s last 30-60 days against the list above. 

Include what is life-giving! 

How are you spending your time? What is the data showing you? Are you on the path to achieving what you want and living in alignment with who you want to be?

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Share with your team or business partner for the purpose of accountability, and implement practical changes accordingly. 


Finally, remember: If you will not protect your time, no one else will. 

3) Knowing who You are Protects You from Lack. 

“What are you proud of?” someone asked me last year. 

“Nothing!” I reply too quickly. “I know I’m not living up to my potential or operating in the full capacity I could be.” 

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They looked at me in shock. “You need to read The Gap And The Gain.”

I silently rolled my eyes.

I already knew the premise of the book, or I thought I did. I mused: My vision is so big, and I have so much to accomplish. The thought of solely focusing on “my wins” sounded like an excuse to abdicate personal responsibility. 

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But I acquiesced. 

The premise of this book is to measure one’s self from where they started and the success from that place to where they are today — the gains — rather than from where they hope to get and the seemingly never-ending distance — the gap.

Ultimately, Dr. Benjamin Hardy and Dan Sullivan encourage changing perspectives to assign success, considering the starting point rather than the destination.

The book opens with the following story:

Dan Jensen was an Olympic speed skater, notably the fastest in the world. But in each game spanning a decade, Jansen could not catch a break. “Flukes” — even tragedy with the death of his sister in the early morning of the 1988 Olympics — continued to disrupt the prediction of him being favored as the winner. 

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The 1994 Olympics were the last of his career. He had one more shot.

Preceding his last Olympics in 1994, Jansen adjusted his mindset. He focused on every single person who invested in him, leading to this moment. He considered just how very lucky he was to even participate in the first place. He thought about his love for the sport itself, all of which led to an overwhelming realization of just how much he had gained throughout his life.

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He raced the 1994 Olympic games differently, as his mindset powering every stride was one of confidence and gratitude — predicated on the gains rather than the gap in his life. 

This race secured him his first and only gold medal and broke a world record, simultaneously proving one of the most emotional wins in Olympic history. 

Friends, knowing who we are on the personal and professional level, can protect us from those voices of shame or guilt that creep in. 


PERSONAL ACTION: Create two columns. On one side, create a list of where you were when you started your business or your position at your company. Include skills and networks and even feelings about where you were in life. On the other side, outline where you are today. 

Look at how far you’ve come. 

COMPANY ACTION: Implement a quarterly meeting to review the past three months. Where did you start? Where are you now? 

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Celebrate the gain!

Only from this place of gain mindset, can you create goals for the next quarter predicated on where you are today.


Ultimately, my hope for you is that you deliver exceptional and memorable experiences laced with empathy toward the customer (horizontally aligned) yet powered by the authenticity of the brand (vertically aligned). 

Aligning vertically maintains our focus on the bottom line and powers horizontal fulfillment. 

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Granted, there will be strategic times and seasons for adjustment; however, these changes are to be made on the heels of consulting who we are as a brand — not in reaction to the horizontal landscape of what is the latest and greatest in the industry. 

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In Conclusion…

Taking back control of your business and marketing strategies requires a conscious effort to resist external pressures and realign with what you want and who you are.

Final thoughts as we wrap up: 

First, identify the root issue(s).

Consider which of the 3 Cs holds the most power: be it competition, colleagues, or customers.

Second, align vertically.

Vertical alignment facilitates individuality in the market and ensures you — and I — stand out and shine while serving our customers well. 

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Third, keep the bottom line in view.

Implement a routine that keeps you and your team focused on what matters most, and then create the cascading strategy necessary to accomplish it. 

Fourth, maintain your mindsets.

Who You Are includes values for the internal culture. Guide your team in acknowledging the progress made along the way and embracing the gains to operate from a position of strength and confidence.

Fifth, maintain humility.

I cannot emphasize enough the importance of humility and being open to what others are doing. However, horizontal alignment must come after vertical alignment. Otherwise, we will be at the mercy of the whims and fads of everyone around us. Humility allows us to be open to external inputs and vertically aligned at the same time.

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Buckle up, friends! It’s time to take back the wheel and drive our businesses forward. 

The power lies with you and me.


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