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The Ad Grid | Build Traffic Campaigns that Convert and Scale

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The Ad Grid | Build Traffic Campaigns that Convert and Scale

The Ad Grid is the method DigitalMarketer uses to increase our ad success rate 20 times over.
It’s how we plan, test, and measure paid traffic campaigns. It’s the way we organize and systemize our traffic strategy.

The Ad Grid takes the guess work out of creating an ad campaign.
It looks like this:

But, the Ad Grid is much more than a spreadsheet… the real power is the process that goes along with the grid.
Systemizing a strategic process is tough. Systemizing the creation of an entire traffic campaign is nearly impossible. But, after 3 years, we’ve developed a 7-step system we’ll share with you today.
At DigitalMarketer, we follow this 7-Step Plan no matter the product or the traffic platform because it works.
The Ad Grid is applicable to ANY business OR traffic platform.
Today, you’ll get all our inside details on the Ad Grid including, but not limited to…

  • How we stopped creating “one-hit wonder” campaigns across ad platforms…
  • How to achieve scale and move prospects through the customer journey
  • How we create high converting campaigns
  • How to systemize your traffic strategy – whether that means outsourcing, or having an internal traffic team…
  • How to create a congruent market to message match

Even better — we’re showing you a real campaign we launched at DigitalMarketer using this exact 7-step strategy. You’ll get the Avatars, the Hooks, the copy — everything.
Let’s first talk about the trap you’re susceptible to falling into if you’re not utilizing the Ad Grid. It’s one we’ve fallen into plenty, and one we want you to avoid. It’s…

The Dreaded One-Hit Wonder Campaign

One-hit wonder campaigns come about when marketers just make ads.
But there’s a problem with just making ads. It leaves you open to creating “one-off” ad campaigns without a system or a plan.
The one-hit wonder, if you will.
One-hit wonder campaigns usually target one or 2 different audiences, may test a few different images or copy variations, and that’s pretty much it…
…the person on the other side of the computer expects to launch this type of traffic campaign and BAM… sales and leads will start pouring in.
But, most of the time they don’t. And, if they do… the campaign is only successful for a few days or weeks.
Then, said person complains… “FACEBOOK ADS DON’T WORK,” or “XYZ TRAFFIC PLATFORM DOESN’T SCALE.”
What they don’t realize is that they’re creating one-hit wonder campaigns. They’re only giving themselves 1 or 2 chances to sell their offer.
Well, what if those 1 or 2 copy variations still don’t resonate with the audience? What if those 1 or 2 targeting groups aren’t actually people who are interested in what you’re talking about?
The campaign will fail.
Most people quit after this happens. But, you shouldn’t.
You should use the Ad Grid, and give yourself a foundation for success… and 20+ different chances at success, not just one.
One-off campaigns are bad because:

  • They don’t reflect the customer journey and repel prospects because the ad is being run down their throats.
  • They only work for a short amount of time and have low quality scores.
  • They aren’t scalable.
  • They don’t put a specific message in front of a specific audience because the marketer didn’t think about segmentation or message match.

Let’s take a look at these mistakes, so you can be sure that you don’t make them:

One-off campaigns don’t reflect the customer journey.

You want to build a relationship with your customer like you would in person.
You’re looking to make friends.
Does it make sense to immediately ask someone you’re hoping to become friends with for money?
No.
But that’s exactly what some marketers are doing with their ads. They’re putting an ad in front of their target audience and saying, “Hi, nice to meet you! Buy this product! You’ll love it!”
But why should someone buy? They don’t know your brand from Adam.
Like all relationships in life, the brand needs to give value first. And that goes beyond the customer getting ABC product or DEF service.

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One-off ads usually have low relevance/quality scores.

That means the audience isn’t resonating with the ads. The ad is repelling prospects, they’re not taking the action that you optimized your campaign for, or worse – they’re marking it as spam.
Why does this happen? Because you’re not speaking to the right audience, you don’t have market to message match in your ad copy, or you’re trying to sell to someone before they’re ready.
The next time the audience sees an ad from you, they’ll probably cringe and think, “Those guys.”

One-off ads aren’t scalable.

In the past, we found ourselves launching campaigns that broke the rules I outlined above. These campaigns weren’t scalable.
Not that there was anything wrong with these Facebook ads, they were successful in terms of ROI.
But, there were only a few ad variations within them. And they didn’t always work…
We found 80% of these ads failed, especially on Facebook. That’s the nature of traffic. Sometimes you swing and miss.
If you’re only setting one or 2 ads, and you’re only testing one or 2 audiences, you’re essentially putting all of our eggs in one basket.
And, we realized that’s what we were doing. We weren’t giving ourselves the ability to scale campaigns in the way we needed to grow our business. We were limiting ourselves.

One-off ad campaigns typically don’t have market to message match.

That means the ad is TOO BROAD.
Ads that don’t have market to message match are essentially talking to a large group of people and offering them a one-size-fits-all package/solution.
For the ad to be successful, it needs to have a specific offer that speaks to a specific group of people.
So how do you keep from making these mistakes? You deploy the Ad Grid.

The Ad Grid Process

The Ad Grid will help create a honed in marketing strategy, so you can stop wasting time and money.
It’s important to keep in mind that you’re going to create an Ad Grid for every offer you roll out.
When you create an Ad Grid, focus on the “offer” that’s the entry point for the funnel.
For those of you who are unfamiliar with the funnel, ask yourself:

  • Is the customer AWARE there’s a problem? Are they AWARE of you, and the solution you offer to the problem?
  • Are they EVALUATING if they should fix their problem, or just leave it be? Is the customer EVALUATING you and your competitors? Are they EVALUATING what product or service to buy?
  • Has the customer CONVERTED and bought from you? How do you get them to CONVERT again and more frequently?

Knowing where your customer enters the funnel will give you a better understanding of how to target them. Should you target them with a blog post? A Lead Magnet? A low-dollar offer?
The example that we’ll use for this particular post is a recent Lead Magnet we created here at DigitalMarketer called the 10-Minute Social Media Audit.
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This audit allows you to assess the performance of your social media strategy or the strategy of your competitors. It gives you an actual “grade” and reveals opportunities for improvements where you could generate more followers, traffic, and/or make more money from your social efforts.

The Ad Grid Steps

Let’s get right into the steps so you can start putting this to work in your traffic campaigns!
Make sure to download the PDF version of this infographic for easy reference and even more resources.
The Ad Grid 7 Steps

The Ad Grid Step 1: Identify Your Avatars (Specific to the Offer)

You’ll start by creating an Avatar.
An Avatar is a profile of a person who would be interested in your message. The Avatar is a target audience.
Keep in mind when you’re filling out your Ad Grid, the Avatars aren’t necessarily the same Avatars you’ve set for your business as a whole. Your Business Avatars are going to be much broader than the Avatars that would be interested in this particular offer.
You need to create a SPECIFIC Avatar for each ad offer. You do this through research.
(To get more specific on who you’re targeting in your business, check out our worksheet for creating your Customer Avatar.)
Identify Avatars for the specific offer you’re running traffic to by doing intensive research on Amazon, Google, forums, etc. to figure out WHO these people are and what their pain points may be (the problem(s) they’re looking to solve).
Identify your Avatars, and place them across the top of the Ad Grid on the X Axis.
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(Don’t force yourself to add 4 Avatars just because I have 4 in this example, just ensure that you have 2+ identified, or you lose the power of the Grid.)
Think about who would be interested in this particular offer? What different groups of people can you speak to? How are they different?
For example, with the 10-Minute Social Media Audit, we chose:

  • Social Media Managers: this is the person actually DOING the work. They are probably an employee/work for a company.
  • The Boss: This is the person that manages the social media manager. This person could be anyone from the CEO of a smaller company, a digital marketing manager, VP of Marketing, Editorial Director, etc.
  • Agency Owner: This person owns/runs an agency that does social media work for clients.
  • Solopreneur: This person is a one (wo)man team. They are probably doing all of the marketing on their own, including the social media strategy and implementation.

Step 2: Identify the Hooks

The Hook is the “marketing message.” The WHY that makes people want to take you up on your offer.
If your offer is missing a Hook, you’re going to have a hard time getting people to take you up on whatever you’re asking them to do.
You need to explain the benefits – the value – of your offer, in order to “sell” it.
So how do you come up with a Hook that conveys value?
Here are the 6 different ways we think about Hooks

Have

If the customer takes this offer, what will they HAVE that they didn’t before? Think of it as Before and After.
(RELATED: How to Create and Market a Killer Offer)

Feel

How will the customer FEEL once they take your offer? Will they FEEL smarter or more confident, will they be pain free and FEEL better?

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Average Day

How will your offer improve their AVERAGE DAY? What mundane task does your offer improve? How does your offer save them time or energy on a day-to-day basis?

Status

How does the customer’s STATUS change once they’ve consumed your offer? How are you helping elevating their status?

Proof/Results

This one is the most common.
Use reports or case studies to demonstrate PROOF or RESULTS that the customer could experience with your offer. This can create SOCIAL PROOF.
For example, part of your ad copy could include, “Join the thousands of people who have already benefited!” Or, explain actual results that have occurred because of your offer.

Speed & Automation

With SPEED, you speak to the QUICKNESS of the offer — how will this thing speed up a part of their life or AUTOMATE a task? For example, this razor will save 10 minutes of your day.
Get started, and see what Hook(s) work best to promote your offer. You can combine Hooks, as well.
If you don’t already have ideas in mind for why your offer is “sexy” it may be time to revisit the offer in general.
Place your Hooks on the Y Axis of the Grid.
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For example, with the 10-Minute Social Media Audit, we chose:
The 10-Minute Hook
This is a broader Hook, and in the past this probably would have been the ONLY Hook we would’ve used to promote this offer.
This Hook speaks to speed and results:
Take 10 minutes to audit your Social Media Strategy and as a result get more followers, drive more traffic, and increase engagement.
The “Get A Grade” Hook
Most people like to self-analyze.
Most people like to take quizzes/tests to see where they stand. We were conditioned to respond to grades in school. The fact that the 10 Minute Social Media Audit gives you a “grade” is a Hook all in its own.
Create a Report Hook
This Lead Magnet isn’t just an audit.
It’s a document that you could use as a report to track social media progress over time. It can be used as an internal document.
Grade Your Competition Hook
Most people like to spy on their competition.
This Hook is all about grading your competition, too, and seeing where your social media strategy stacks up against theirs.
Know Your Goals Hook 
This Hook is about aligning your social media strategy with your overall business goals.
Are you using a social strategy that actually has an effect on your business? Is your social strategy in line with the goals you’ve set as a company?
As you can see, there’s a fair bit of “marketing” that goes into creating your Hooks.
You have to sit down and really think… what is ATTRACTIVE about your offer? What are different ways I can “sell” this offer?
Most of your Hooks are going to flop — and that’s fine! Testing multiple Hooks gives you room for error… you never know what people are actually going to respond to until you test it.

Step 3: Write Your Copy

This is where the magic starts to happen.
At this stage, you’ll create copy that has a congruent market to message match.
How?
Write specific ad copy for each block on the Grid. This will force you to write copy that corresponds to BOTH the Avatar and the Hook.
This will help you create powerful, segmented ads that will speak to a particular Avatar using a particular Hook instead of writing a broad ad that will miss.
Depending on the traffic platform, the length and type of copy will vary.
Think about why a particular Hook would appeal to a particular Avatar?
For example, with the “Get a Grade” Hook… the Social Media Manager would care about getting a grade because they want to self-assess, and maybe they want to take their “good” grade to their boss in order to get a raise.
But why would the boss care about the “Get a Grade” Hook? They want a way to assess their Social Media Manager… a way to show progress (or lack thereof), a way to measure their success.
Writing this amount of copy is time consuming, but it will give you the assets you need to run a full fledged campaign.
Below you’ll see Facebook ad copy that we wrote for this offer:
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(You can expand this image in a new window for better viewing here.)
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(You can expand this image in a new window for better viewing here.)

 Step 4: Avatar Research

If you put your campaign in front of the wrong audience, it will fail.
That’s why research is key.
Your Avatar research will become the targeting you use on the ad platform.
What’s important in Step 4 is doing research for each Avatar separately. You’re researching WHERE this particular Avatar would be hanging out on the traffic platform you’ve selected.

If your ad was about social media and you targeted anyone and everyone that’s interested in social media, your ad would be too broad. It wouldn’t be as effective as targeting each Avatar separately.
A marketer needs to look at their Avatars not as a group but as an individual Avatar. Look at them as very separate and different people, because they are.
When researching Avatars, answer these questions…

  • What do they read?
  • Who inspires them?
  • What motivates them?
  • What are their pain points?
  • What interests them (books, magazines, blogs, movies, music, food, drinks, restaurants, hobbies, etc.)?
  • What events do they attend?

…and so on.
This Avatar research will become the targeting that you use when you set up your campaigns. If you’re using Facebook, these would be the interests you target; on Twitter the handles you target, etc.
(RELATED: [DOWNLOAD] The Complete Guide to Facebook Ad Targeting)
So, take time to research each Avatar and create lists of possible targeting options. You can place these at the bottom of each column of your grid:
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Step 5: Create or Outsource Ad Creatives

Your ad creatives are…

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  • videos
  • pictures
  • graphics, etc.

….for your campaign.
The creative you use for each ad will depend on the traffic platform your ad runs on: Video for YouTube, Pictures for Pinterest, etc.
What’s important about the creative is that it depicts your Hook – your marketing message.
You’re going to want to make a creative for EACH Hook.
It’s not about using bright, flashy images anymore… you want to use images that portray the message you’re sending to the audience.
This is a perfect example of a creative that does just that…
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We have a process behind coming up with each image…
Each Hook will have keywords or phrases that relate to it.
In Google, do a search query for keywords within your Hook.
You’ll see the top images that are associated with that query, which will give you inspiration for your creative.
Here are the winning ad creatives for each Hook in the 10-Minute Social Audit Campaign:

The “Get A Grade” Hook (to Social Media Managers)

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The “Create A Report” Hook (to the Boss)

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The “Grade Your Competition” Hook (to the Agency Owner)

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The “Know Your Goals” Hook (to the Solopreneur) 

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Step 6: Compile Your Results
Once you’ve completed your research on your Avatars and Hooks, written your copy and produced your creatives, it’s time to launch your campaign.
After about 5-7 days of running your campaign, start analyzing your results.
Then use the Ad Grid to measure the success of the campaign.
Determine what your success metric for your campaign will be:

  • ROI
  • Cost Per Acquisition
  • Cost Per Lead
  • Cost Per Click

This will depend on your business.
(RELATED: Episode 40: 4 Facebook Metrics Critical to Your Success)
Once you know what metric you’ll use, apply it to the Ad Grid. It will give you a visual — you’ll see what’s working for the entire campaign in one glance. This will help you scale.
Here’s what we use at DigitalMarketer to track the performance of our grids:
Measure Campaign Success

Step 7: Scale

The best part… it’s time to scale!
You could just beef up a successful campaign’s budget on that particular platform and call it a day…
Or you could go beyond and further your success.
Use the Ad Grid to help you scale.
The Ad Grid shows you which Hooks and Avatars are winners. Scale out to the winners — the Avatars responding to your campaign, the Hooks converting, and the intersections between the 2.
You can see the insights and the data. You can see how to Scale.
Look at what Avatars your campaign worked best for — what Hook(s) they responded to. You can take that information, and apply it across the Web.
What are other platforms does that Avatar “hang out” on?
If you first ran an ad set on Facebook and saw the success you’re looking for, apply the ad to other traffic platforms – like Twitter or email – that are relevant to that Avatar.
Reach out to the Avatar on different platforms with the Hook they responded to.
You’ll also know which Hook(s) failed, so you won’t make the same mistake twice on other platforms – for example, you won’t use failed Hooks for your email list.
The Ad Grid will help you scale in 2 ways:

  • Scaling past “doing more with what you have.” After seeing successful results on a platform, your first instinct may be to increase the budget of the ad, which is obvious for scale. But, the Ad Grid allows for true scale… taking your successful message and applying it to as many applicable platforms as possible… Taking high converting ads and creating new ad sets within Facebook to target more interests where this Avatar would be hanging out on the platform – this is Horizontal Scale.
  • Scaling out to a traffic/media team. Following the steps of the Ad Grid gives you a process — a methodology to how you, or you and your team, can approach ad campaigns. The Ad Grid helps to break up the process of creating a campaign, and it will help define the steps and who is responsible for what. Imagine outsourcing steps 3-7 or breaking it out for certain members of your team.

Putting it All Together

The Ad Grid takes you from creating one ad that targets a broad audience to creating 20 SPECIFIC ads (if you use the 4 Avatars and 4 Hooks model).
You’re giving yourself more chances to hit a home run by creating a fully fleshed out targeting campaign that is more likely to increase your success rate 20 times over.
You also know where to scale beyond just throwing more money at a particular campaign on a particular platform — creating less trial and error and more results.


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Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

Everyday business life is full of challenges. These include data breaches, product recalls, market downturns and public relations conflicts that can erupt at any moment. Such situations pose a significant threat to a company’s financial health, brand image, or even its further existence. However, only 49% of businesses in the US have a crisis communications plan. It is a big mistake, as such a strategy can build trust, minimize damage, and even strengthen the company after it survives the crisis. Let’s discover how communication can transform your crisis and weather the chaos.

The ruining impact of the crisis on business

A crisis can ruin a company. Naturally, it brings losses. But the actual consequences are far worse than lost profits. It is about people behind the business – they feel the weight of uncertainty and fear. Employees start worrying about their jobs, customers might lose faith in the brand they once trusted, and investors could start looking elsewhere. It can affect the brand image and everything you build from the branding, business logo, social media can be ruined. Even after the crisis recovery, the company’s reputation can suffer, and costly efforts might be needed to rebuild trust and regain momentum. So, any sign of a coming crisis should be immediately addressed. Communication is one of the crisis management strategies that can exacerbate the situation.  

The power of effective communication

Even a short-term crisis may have irreversible consequences – a damaged reputation, high employee turnover, and loss of investors. Communication becomes a tool that can efficiently navigate many crisis-caused challenges:

  • Improved trust. Crisis is a synonym for uncertainty. Leaders may communicate trust within the company when the situation gets out of control. Employees feel valued when they get clear responses. The same applies to the customers – they also appreciate transparency and are more likely to continue cooperation when they understand what’s happening. In these times, documenting these moments through event photographers can visually reinforce the company’s messages and enhance trust by showing real, transparent actions.
  • Reputation protection. Crises immediately spiral into gossip and PR nightmares. However, effective communication allows you to proactively address concerns and disseminate true information through the right channels. It minimizes speculation and negative media coverage.
  • Saved business relationships. A crisis can cause unbelievable damage to relationships with employees, customers, and investors. Transparent communication shows the company’s efforts to find solutions and keeps stakeholders informed and engaged, preventing misunderstandings and painful outcomes.
  • Faster recovery. With the help of communication, the company is more likely to receive support and cooperation. This collaborative approach allows you to focus on solutions and resume normal operations as quickly as possible.

It is impossible to predict when a crisis will come. So, a crisis management strategy mitigates potential problems long before they arise.

Tips on crafting an effective crisis communication plan.

To effectively deal with unforeseen critical situations in business, you must have a clear-cut communication action plan. This involves things like messages, FAQs, media posts, and awareness of everyone in the company. This approach saves precious time when the crisis actually hits. It allows you to focus on solving the problem instead of intensifying uncertainty and panic. Here is a step-by-step guide.  

Identify your crisis scenarios.

Being caught off guard is the worst thing. So, do not let it happen. Conduct a risk assessment to pinpoint potential crises specific to your business niche. Consider both internal and external factors that could disrupt normal operations or damage the online reputation of your company. Study industry-specific issues, past incidents, and current trends. How will you communicate in each situation? Knowing your risks helps you prepare targeted communication strategies in advance. Of course, it is impossible to create a perfectly polished strategy, but at least you will build a strong foundation for it.

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Form a crisis response team.

The next step is assembling a core team. It will manage communication during a crisis and should include top executives like the CEO, CFO, and CMO, and representatives from key departments like public relations and marketing. Select a confident spokesperson who will be the face of your company during the crisis. Define roles and responsibilities for each team member and establish communication channels they will work with, such as email, telephone, and live chat. Remember, everyone in your crisis response team must be media-savvy and know how to deliver difficult messages to the stakeholders.

Prepare communication templates.

When a crisis hits, things happen fast. That means communication needs to be quick, too. That’s why it is wise to have ready-to-go messages prepared for different types of crises your company may face. These messages can be adjusted to a particular situation when needed and shared on the company’s social media, website, and other platforms right away. These templates should include frequently asked questions and outline the company’s general responses. Make sure to approve these messages with your legal team for accuracy and compliance.

Establish communication protocols.

A crisis is always chaotic, so clear communication protocols are a must-have. Define trigger points – specific events that would launch the crisis communication plan. Establish a clear hierarchy for messages to avoid conflicting information. Determine the most suitable forms and channels, like press releases or social media, to reach different audiences. Here is an example of how you can structure a communication protocol:

  • Immediate alert. A company crisis response team is notified about a problem.  
  • Internal briefing.  The crisis team discusses the situation and decides on the next steps.  
  • External communication. A spokesperson reaches the media, customers, and suppliers.
  • Social media updates. A trained social media team outlines the situation to the company audience and monitors these channels for misinformation or negative comments.
  • Stakeholder notification. The crisis team reaches out to customers and partners to inform them of the incident and its risks. They also provide details on the company’s response efforts and measures.
  • Ongoing updates. Regular updates guarantee transparency and trust and let stakeholders see the crisis development and its recovery.

Practice and improve.

Do not wait for the real crisis to test your plan. Conduct regular crisis communication drills to allow your team to use theoretical protocols in practice. Simulate different crisis scenarios and see how your people respond to these. It will immediately demonstrate the strong and weak points of your strategy. Remember, your crisis communication plan is not a static document. New technologies and evolving media platforms necessitate regular adjustments. So, you must continuously review and update it to reflect changes in your business and industry.

Wrapping up

The ability to handle communication well during tough times gives companies a chance to really connect with the people who matter most—stakeholders. And that connection is a foundation for long-term success. Trust is key, and it grows when companies speak honestly, openly, and clearly. When customers and investors trust the company, they are more likely to stay with it and even support it. So, when a crisis hits, smart communication not only helps overcome it but also allows you to do it with minimal losses to your reputation and profits.

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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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