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The Last Content Calendar You Need?

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The Last Content Calendar You Need?

With content marketing, creating a great blog post that ticks all the relevant boxes is just one phase of the process.

You hit publish and the ever-competitive content war between B2Bs hits you.

You snooze, you lose.

(No Snorkelling in Mykonos. Sorry)

You’ve got to make a LinkedIn post to promote your content.

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You’re sharing it on Twitter.

You’re dropping comments like hot potatoes on Quora.

Before CoSchedule: utter CHAOS.

Fast forward to today and… I’m approximately 70% less angry on Mondays.

I keep tabs on what’s in the works, what’s due, and what needs to be done.

(All thanks to a simple work organization system I boot myself for not discovering earlier.)

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CoSchedule has helped streamline the bits and pieces of my marketing campaigns, cut down content development time, and shift focus to other revenue-generating aspects of my business.

And if you use it right, this is what CoSchedule can do for you.

Quick Verdict – Is CoSchedule Worth It?

Absolutely. If you could use a couple more free hours out of your workweek—as I’m sure you could—then CoSchedule is totally worth it.

CoSchedule helps you:

●Oversee your marketing projects in one calendar view

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●Collaborate with your team members on important projects

●Spot lapses and make dying-minute changes

●Plan and schedule social media content

●Produce better work regardless of  time zones

“What started out as a simple WordPress calendar plugin has blossomed into a robust content planning system.”

—Stephen Jeske, Senior Content Strategist, MarketMuse

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CoSchedule, my friend, is your permission to quit running back and forth between different apps.

(yes. close tab number, what now? 23?)

Ps: I strongly recommend you cash in on their 14-day free trial window. Unlike a lot of software products, you don’t even need to enter your credit card. If there was ever a zero-risk investment, this would be it.

What is CoSchedule and who is it for?

CoSchedule is a robust marketing software that brings ALL the moving parts of your content marketing together and displays them in a single calendar view.

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I’m not alone on this.

I spoke to Alex Birkett, Co-founder of Omniscient Digital and former Senior Growth Marketing Manager at HubSpot.

He has this to say:

“I’ve found CoSchedule to be great training wheels for content marketing operations. If you run a team of more than 3 or 4 people, it can really help you get your bearings with publishing cadence, workflows, checklists, and some light automations and nudges.”

From rough drafts to clinking celebratory wine glasses at successful campaigns, CoSchedule has you covered.

Created by Todaymade in 2013, the content marketing powerhouse has since expanded to serve over 45,000 marketers. Most of them hold one or more of the following positions:

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●Founder

●Head of Content

●Senior Content Strategist

●Content Manager

●Director of Marketing

●Content Editor

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●Blogger

The build of CoSchedule makes you feel like a five-star team lead coordinating your members to success. Everything is systemized and responsive so you feel like you have an assistant working behind you.  

Although social media scheduling is one of CoSchedule’s most loved features, it offers a lot more functions than that. If you’re simply looking for an app to post content on your Instagram and Twitter, CoSchedule might be too much for you.

On the flip side, if you need something to carry out an entire content strategy, then CoSchedule might just be the best investment you make this year.

For someone who manages a lot of content, missing an important task—such as proper document formatting—in a piece of content can be embarrassing. Almost as bad as being caught taking a skinny-dip by “Karen” on the next block.

Key Features of CoSchedule

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CoSchedule has several features to help you plan and execute kickass marketing projects. Here are some of my favorites:

Team and Workflow Management

With CoSchedule, work gets completed in record time by chopping off avoidable back-and-forth.

You can:

●Create checklists within projects,

●assign them to team members,

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●manage deadlines

●and so much more.

CoSchedule also provides a ton of wiggle room to accommodate changes when priorities shift. You only have to drag and drop around the Kanban Board to make them. Kinda like Trello but with extra bells and whistles.

Editorial Calendar

CoSchedule is great for organizing blog content and sticking to a posting schedule. Using it, I’ve found the project checklists to be particularly helpful.

I like how you can break down a chunky blog post into granular tasks and assign them to different people. This makes it a lot easier to maintain publishing quality.

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A hot topic of debate between content managers is, software or platform? Which is better for hosting editorial calendars?

My vote: Software

But hold on. It depends on what your goals are.

“For the vast majority of use cases, having a dedicated app with less flexibility is the right answer. Most content programs are probably not that complicated and generally fit in the scope of what tools like CoSchedule provide.”

—Alex Birkett, Founder, Omniscient Digital

“I wouldn’t say that CoSchedule is better suited for less complex workflows. Airtable and Notion are two popular choices that have been gaining traction over the past year or so.

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I think those applications appeal to people that prefer to “roll their own” so to speak. But that flexibility comes at a price in terms of development and maintenance. Something that’s not an issue when you’re using software as opposed to a platform (which is what Notion and Airtable are).”

—Stephen Jeske, Senior Content Strategist, MarketMuse

In summary, CoSchedule is great if you prefer to not go into the nitty-gritty of creating rules and automations from scratch. While you can manipulate what they’ve set up, all the dirty work has been done for you so you just go ahead with planning your content.

Social Media Scheduling

CoSchedule helps you execute small and large social media campaigns. To do this, she utilizes Requeue.

Requeue automates social publishing so you can schedule social media posts in advance.

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“I use templates for social promotion done within CoSchedule.

I have different promotion templates depending on the day of the week (these templates set off a cascade of social promotions that occur that day and for the next seven days).

These templates include data fields that I can fill in on the fly (for example every post gets unique hashtags for social media promo).”

—Stephen Jeske, Senior Content Strategist, MarketMuse

 Available social media integrations include Facebook, Instagram, Pinterest, and Twitter.

Customization

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A branded workspace makes it easier to switch from “home” to “work”, so you can be more productive.

Personally, I was intentional about making my dashboard feel like a virtual co-working space. So I made use of the various customization tools available. It’s as easy as switching colors and other design elements to match your brand.

Full Marketing Calendar

More than blog content and social posts, I’ve found Coschedule’s real-time marketing calendar an excellent tool.

“It’s also great at handling more complex content needs. For example, each of our twice-monthly webinars gets converted into a blog post, YouTube video, podcast, and social media promotional content.

Related projects get linked together so I can keep track of them as a whole, as opposed to individual elements.

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With CoSchedule, we keep every required task on track both internally and externally (tasks templates are a godsend as they eliminate redundant data entry)”

—Stephen Jeske, Senior Content Strategist, MarketMuse

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Integrations

Time spent in moving documents from one app to the other adds up. (My Toggl time tracker reports leave the evidence)

This is why I was super stoked that you can import projects in bulk from Google Sheets with CoSchedule. Same thing with Asana and Trello tasks.

“What I really appreciate is how we can connect different content items together. With their WordPress integration we can connect social promotions to each blog post.

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CoSchedule grabs the appropriate data from the post and schedules it out for us at the appropriate time.”

—Stephen Jeske, Senior Content Strategist, MarketMuse

The ninja software also works with Google Analytics and Bitly for when you need that raw data boost. For cloud storage, choose either one of Google Drive or Microsoft 365. (Or both, if you’re extra)

Publish WordPress blogs straight from CoSchedule. Send out Mailchimp emails. Need a particular integration currently out of their scope? You can actually request an integration in the settings page once you’re logged in. How cool!

Asset Management

CoSchedule lets you organize your files for easy recovery. Store your documents, notes, folders, and other valuable assets. This supports CoSchedule’s promise to put all your marketing under a single roof. Finding that one document becomes so much faster.

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How Much Does CoSchedule Cost?

An annual subscription to CoSchedule’s Marketing Calendar (the cheapest plan and the one I use) is sold at $29 per user per month. If you’d rather pay every month, that’s $39 for the same benefits.

Given, the Marketing Suite is available for big-shot enterprises with tailored needs. For more pricing information, contact the sales team to set up a product demo.  

To make sure you’re getting the best value for your money, I recommend you use the 14-day free trial to set things up and connect necessary integrations. (Before you actually start paying)

1645276810 463 The Last Content Calendar You Need

CoSchedule’s Marketing Calendar Pricing

CoSchedule’s marketing calendar costs $39 for the monthly plan. When you pay for a full year, you get a 20% discount. This translates to $29 per month and is the better choice.

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The editorial calendar takes a maximum number of 10 users and social profiles. Does your business need more social profiles? Get 5 extra at $15 a month.

CoSchedule’s Marketing Suite Pricing

CoSchedule does not have a set price for its marketing suite. Pricing is bespoke and based on your specific needs.

To access the added benefits (apart from the content calendar) such as:

  • automated team workflows
  • asset and file storage
  • marketing request management
  • tracking your team’s progress
  • sorting your calendar by team

…you have to contact the sales team to receive a demo.

How Do I Get Started With CoSchedule?

Here’s the process—so you don’t spend hours figuring out the software. I’ve covered the basic things you may likely use CoSchedule for in this section.

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The very first step to marketing workflow bliss (literally) is logging on to www.coschedule.com. When you get there, click on the big orange-colored button that says “Try for free now” or some other similar variation.

You’ll be directed to the sign-up page where you’ll create your account. The sign-up form contains just 5 rows. Type in your full name, email address, company name, website URL, and password. Pretty easy.

All check?

Click the big pink button that says “get started now”

1645276810 48 The Last Content Calendar You Need

Next is the onboarding process.

Which I think is one of the most extensive I’ve seen on a SaaS platform.

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They literally hold your hands every step of the way and don’t stop till you’ve got it all right.

You’ll see different page pop-ups like the one in the screenshot below.

Read through.

Keep clicking on the “next” button until you’re done with the introductory walkthrough.

1645276810 948 The Last Content Calendar You Need

1645276810 117 The Last Content Calendar You Need

So you’re done with the initial onboarding stage.

By now, you should be looking at a blank calendar page. Rather similar to your traditional digital calendar.

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Click on any day to allocate an activity to it.

The two basic categories of events are “projects” and “social campaigns”.

1645276810 834 The Last Content Calendar You Need

To access more features, such as tasks, notes, and bulk social uploads, click on “more options”

The dropdown menu will expand and look like the screenshot below.

1645276811 493 The Last Content Calendar You Need

Time to create a project. Pop some champagne, someone!

So I simply clicked on “project”.

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When you do the same, you’ll see a pop-up identical to the one below.

Click on the “blog post” icon. Scroll through the options to select the particular project type you’re working on.

There are templates for email marketing, newsletters, articles, etc.

Each project type will direct you to a different page, specially made for it.

Fill in the name of your project, description, tags, and color labels.

Click on “create project”

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Note: Every detail can be edited later

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The screenshot below is how your next view should look like. This is where you plug in all the details of your project.

At the right-hand corner, you’ll see a “Tasks” section.

Alongside it are the headings, “discussion” and “contributors”.

This is where the collaboration happens.

Break down your project into small chunks, assign each piece to the individual responsible.

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The tasks are in a checklist format so you and your teammates can easily tick off completed work.

Taking up the larger portion of the screen is where you add the most vital attachments.

Below, I have already clicked on the Google Docs icon. Create a new doc right from the app. Title it and edit.

Everything syncs effortlessly so all your work is saved and can be accessed directly from Google docs in the future.

1645276812 873 The Last Content Calendar You Need

The interface below is what you see when you select “email marketing” as your “project” type.

CoSchedule comes with an “Email Subject Line Tester” that gives you a score from 1-100 based on scientific data.

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What I find really helpful is, you don’t just get a score.

With every headline you enter, you get personalized, data-backed recommendations on how to improve your email click-through rates (CTR).

Keep making changes till your score and email subject line are good enough for you.

Over 50 is ideal.

Pro tip: Tools aren’t 100% accurate. If a headline feels right but has a lower score, use it anyway.

1645276812 388 The Last Content Calendar You Need

Another important feature is the “Ideas” section.

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Here, you can store projects that are not yet scheduled.

They stay out of the main dashboard but can be easily accessed by tapping on the ash-colored “Ideas” button. Right next to the red-colored one that says “Create”.

This brings a lot of flexibility into planning your projects.

It also helps to know what is certain and what needs some more consideration to be fully fleshed out.

1645276812 42 The Last Content Calendar You Need

The last thing is the homepage.

Here you have a summary of your onboarding progress.  

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This is further simplified with the use of indicator colors (green and red) and a percentage.

Complete every milestone to get to 100%.

1645276812 139 The Last Content Calendar You Need

CoSchedule Review F.A.Q’s

If you’re still on the fence somehow, let’s take you off.

Is CoSchedule Worth the Price?

Yes. CoSchedule is worth it if you need an easy solution to manage all of your content marketing activities. It is best for marketing managers with teams, revenue-generating bloggers, and solopreneurs who want to feel like they have a crew behind them.

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What Does CoSchedule Do?

CoSchedule is an online tool that helps you plan, monitor, and execute content projects with a clear-cut and streamlined approach. Use CoSchedule to plan social media content, blog posts, and email campaigns.

Does CoSchedule Have a Free Version?

Yes. CoSchedule has a free version.

How Much Does the CoSchedule Marketing Suite Cost?

CoSchedule’s marketing suite does not come at a fixed price. Contact sales for tailored pricing.  An interactive ROI calculator can be found on the service page to help you make your decision

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The Current State of Google’s Search Generative Experience [What It Means for SEO in 2024]

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person typing on laptop with

Search


By Tinuiti Team

SEO enthusiasts, known for naming algorithm updates after animals and embracing melodrama, find themselves in a landscape where the “adapt or die” mantra prevails. So when Google announced the launch of its Search Generative Experience (SGE) in May of 2023 at Google/IO, you can imagine the reaction was immense.

Although SGE has the potential to be a truly transformative force in the landscape, we’re still waiting for SGE to move out of the Google Labs Sandbox and integrate into standard search results. 

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Curious about our current take on SGE and its potential impact on SEO in the future? Read on for more.

Decoding Google’s Defensive Move

In response to potential threats from competitors like ChatGPT, Bing, TikTok, Reddit, and Amazon, Google introduced SGE as a defensive maneuver. However, its initial beta release raised questions about its readiness and global deployment.

ChatGPT provided an existential threat that had the potential to eat into Google’s market share. When Bing started incorporating it into its search results, it was one of the most significant wins for Bing in a decade. In combination with threats from TikTok, Reddit, and Amazon, we see a more fractured search landscape less dominated by Google. Upon its launch, the expectation was that Google would push its SGE solution globally, impact most queries, and massively shake up organic search results and strategies to improve organic visibility.

Now, industry leaders are starting to question if Google is better off leaving SGE in the testing ground in Google labs. According to Google’s recent update, it appears that SGE will remain an opt-in experience in Google Labs (for at least the short term). If SGE was released, there could be a fundamental reset in understanding SEO. Everything from organic traffic to optimization tactics to tracking tools would need adjustments for the new experience. Therefore, the prospect of SGE staying in Google Labs is comforting if not entirely reliable. 

The ever-present option is that Google can change its mind at any point and push SGE out broadly as part of its standard search experience. For this reason, we see value in learning from our observations with SGE and continuing to stay on top of the experience.

SGE User Experience and Operational Challenges

If you’ve signed up for search labs and have been experimenting with SGE for a while, you know firsthand there are various issues that Google should address before rolling it out broadly to the public.

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At a high level, these issues fall into two broad categories including user experience issues and operational issues.

Below are some significant issues we’ve come across, with Google making notable progress in addressing certain ones, while others still require improvement:

  • Load time – Too many AI-generated answers take longer to load than a user is willing to wait. Google recommends less than a 3-second load time to meet expectations. They’ll need to figure out how to consistently return results quickly if they want to see a higher adoption rate.
  • Layout – The SGE layout is massive. We believe any major rollout will be more streamlined to make it a less intrusive experience for users and allow more visibility for ads, and if we’re lucky, organic results. Unfortunately, there is still a decent chance that organic results will move below the fold, especially on mobile devices. Recently, Google has incorporated more results where users are prompted to generate the AI result if they’d like to see it. The hope is Google makes this the default in the event of a broad rollout where users can generate an AI result if they want one instead of assuming that’s what a user would like to see. 
  • Redundancy – The AI result duplicates features from the map pack and quick answer results. 
  • Attribution – Due to user feedback, Google includes sources on several of their AI-powered overviews where you can see relevant web pages if there is an arrow next to the result. Currently, the best way to appear as one of these relevant pages is to be one of the top-ranked results, which is convenient from an optimization standpoint. Changes to how attribution and sourcing are handled could heavily impact organic strategies. 

On the operational side, Google also faces significant hurdles to making SGE a viable product for its traditional search product. The biggest obstacle appears to be making the cost associated with the technology worth the business outcomes it provides. If this was a necessary investment to maintain market share, Google might be willing to eat the cost, but if their current position is relatively stable, Google doesn’t have much of an incentive to take on the additional cost burden of heavily leveraging generative AI while also presumably taking a hit to their ad revenue. Especially since slow user adoption doesn’t indicate this is something users are demanding at the moment.

While the current experience of SGE is including ads above the generative results now, the earliest iterations didn’t heavily feature sponsored ads. While they are now included, the current SGE layout would still significantly disrupt the ad experience we’re used to. During the Google I/O announcement, they made a statement to reassure advertisers they would be mindful of maintaining a distinct ad experience in search.  

“In this new generative experience, Search ads will continue to appear in dedicated ad slots throughout the page. And we’ll continue to uphold our commitment to ads transparency and making sure ads are distinguishable from organic search results” – Elizabeth Reid, VP, Search at Google

Google is trying to thread a delicate needle here of staying on the cutting edge with their search features, while trying not to upset their advertisers and needlessly hinder their own revenue stream. Roger Montti details more of the operational issues in a recent article digging into the surprising reasons SGE is stuck in Google Labs.

He lists three big problems that need to be solved before SGE will be integrated into the foreground of search:

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  1. Large Language Models being inadequate as an information retrieval system
  2. The inefficiency and cost of transformer architecture
  3. Hallucinating (providing inaccurate answers)

Until SGE provides more user value and checks more boxes on the business sense side, the traditional search experience is here to stay. Unfortunately, we don’t know when or if Google will ever feel confident they’ve addressed all of these concerns, so we’ll need to stay prepared for change.

Experts Chime in on Search Generative Experience

Our team has been actively engaging with SGE, here’s a closer look at their thoughts and opinions on the experience so far:

“With SGE still in its early stages, I’ve noticed consistent changes in how the generative results are produced and weaved naturally into the SERPs. Because of this, I feel it is imperative to stay on top of these on-going changes to ensure we can continue to educate our clients on what to expect when SGE is officially incorporated into our everyday lives. Although an official launch date is currently unknown, I believe proactively testing various prompt types and recording our learnings is important to prepare our clients for this next evolution of Google search.”

– Jon Pagano, SEO Sr. Specialist at Tinuiti

“It’s been exciting to watch SGE grow through different variations over the last year, but like other AI solutions its potential still outweighs its functionality and usefulness. What’s interesting to see is that SGE doesn’t just cite its sources of information, but also provides an enhanced preview of each webpage referenced. This presents a unique organic opportunity where previously untouchable top 10 rankings are far more accessible to the average website. Time will tell what the top ranking factors for SGE are, but verifiable content with strong E-E-A-T signals will be imperative.”

–Kate Fischer, SEO Specialist at Tinuiti

“Traditionally, AI tools were very good at analytical tasks. With the rise of ChatGPT, users can have long-form, multi-question conversations not yet available in search results. When, not if, released, Google’s Generative Experience will transform how we view AI and search. Because there are so many unknowns, some of the most impactful ways we prepare our clients are to discover and develop SEO strategies that AI tools can’t directly disrupt, like mid to low funnel content.”

– Brandon Miller, SEO Specialist at Tinuiti

“SGE is going to make a huge impact on the ecommerce industry by changing the way users interact with the search results. Improved shopping experience will allow users to compare products, price match, and read reviews in order to make it quicker and easier for a user to find the best deals and purchase. Although this leads to more competitive results, it also improves organic visibility and expands our product reach. It is more important than ever to ensure all elements of a page are uniquely and specifically optimized for search. With the SGE updates expected to continue to impact search results, the best way to stay ahead is by focusing on strong user focused content and detailed product page optimizations.” 

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

One of the most interesting aspects of the generative AI trend in search is that it appears to be in direct opposition to other recent trends.

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One of the ways Google has historically evaluated the efficacy of its search ranking systems is through the manual review of quality raters. In their quality rater guidelines, raters were instructed to review for things like expertise, authority, and trustworthiness (EAT) in results to determine if Google results are providing users the information they deserve. 

In 2022, Google updated their search guidelines to include another ‘e’ in the form of experience (EEAT). In their words, Google wanted to better assess if the content a user was consuming was created by someone with, “a degree of experience, such as with actual use of a product, having actually visited a place or communicating what a person has experienced. There are some situations where really what you value most is content produced by someone who has firsthand, life experience on the topic at hand.” 

Generative AI results, while cutting-edge technology and wildly impressive in some cases, stand in direct opposition to the principles of E-E-A-T. That’s not to say that there’s no room for both in search, but Google will have to determine what it thinks users value more between these competing trends. The slow adoption of SGE could be an indication that a preference for human experience, expertise, authority, and trust is winning round one in this fight. 

Along these lines, Google is also diversifying its search results to cater to the format in which users get their information. This takes the form of their Perspectives Filter. Also announced at Google I/O 2023, the perspectives filter incorporates more video, image, and discussion board posts from places like TikTok, YouTube, Reddit, and Quora. Once again, this trend shows the emphasis and value searchers place on experience and perspective. Users value individual experience over the impersonal conveyance of information. AI will never have these two things, even if it can provide a convincing imitation.

The current iteration of SGE seems to go too far in dismissing these trends in favor of generative AI. It’s an interesting challenge Google faces. If they don’t determine the prevailing trend correctly, veering too far in one direction can push more market share to ChatGPT or platforms like YouTube and TikTok.

Final Thoughts

The range of outcomes remains broad and fascinating for SGE. We can see this developing in different ways, and prognostication offers little value, but it’s invaluable to know the potential outcomes and prepare for as many of them as possible.

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It’s critical that you or your search agency be interacting and experimenting with SGE because:

  • The format and results will most likely continue to see significant changes
  • This space moves quickly and it’s easy to fall behind
  • Google may fix all of the issues with SGE and decide to push it live, changing the landscape of search overnight
  • SGE experiments could inform other AI elements incorporated into the search experience

Ultimately, optimizing for the specific SGE experience we see now is less important because we know it will inevitably continue changing. We see more value in recognizing the trends and problems Google is trying to solve with this technology. With how quickly this space moves, any specifics mentioned in this article could be outdated in a week. That’s why focusing on intention and process is important at this stage of the game.

By understanding the future needs and wants SGE is attempting to address, we can help you future-proof your search strategies as much as possible. To some extent we’re always at the whims of the algorithm, but by maintaining a user-centric approach, you can make your customers happy, regardless of how they find you.

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MARKETING

How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

Before diving in to all things editorial guidelines, a quick introduction. I head up the content team here at Optimizely. I’m responsible for developing our content strategy and ensuring this aligns to our key business goals.

Here I’ll take you through the process we used to create new editorial guidelines; things that worked well and tackle some of the challenges that come with any good multi – stakeholder project, share some examples and leave you with a template you can use to set your own content standards.

What are editorial guidelines?

Editorial guidelines are a set of standards for any/all content contributors, etc. etc. This most often includes guidance on brand, tone of voice, grammar and style, your core content principles and the types of content you want to produce.

Editorial guidelines are a core component of any good content strategy and can help marketers achieve the following in their content creation process:

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  • Consistency: All content produced, regardless of who is creating it, maintains a consistent tone of voice and style, helping strengthen brand image and making it easier for your audience to recognize your company’s content  
  • Quality Control: Serves as a ‘North Star’ for content quality, drawing a line in the sand to communicate the standard of content we want to produce 
  • Boosts SEO efforts: Ensures content creation aligns with SEO efforts, improving company visibility and increasing traffic 
  • Efficiency: With clear guidelines in place, content creators – external and internal – can work more efficiently as they have a clear understanding of what is expected of them 

Examples of editorial guidelines

There are some great examples of editorial guidelines out there to help you get started.

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

Ah, the Beeb. This really helped me channel my inner journalist and learn from the folks that built the foundation for free quality journalism. 

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

After taking a more big picture view I recognized needed more focused guidance on the step by step of creating editorial guidelines.

I really liked the content the good folks at Pepperland Marketing have created, including a free template – thanks guys! – and in part what inspired me to create our own free template as a way of sharing learnings and helping others quickstart the process of creating their own guidelines.

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3. Writing guidelines for the role of AI in your newsroom?… Nieman Lab

NiemanLabsguidanceonroleofaiinyournewsroom

As well as provide guidance on content quality and the content creation process, I wanted to tackle the thorny topic of AI in our editorial guidelines. Specifically, to give content creators a steer on ‘fair’ use of AI when creating content, to ensure creators get to benefit from the amazing power of these tools, but also that content is not created 100% by AI and help them understand why we feel that contravenes our core content principles of content quality. 

So, to learn more I devoured this fascinating article, sourcing guidance from major media outlets around the world. I know things change very quickly when it comes to AI, but I highly encourage reading this and taking inspiration from how these media outlets are tackling this topic. 

Learn more: The Marketer’s Guide to AI-generated content

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

Optimizely as a business has undergone a huge transformation over the last 3 years, going through rapid acquisition and all the joys and frustrations that can bring. As a content team, we quickly recognized the need to create a set of clear and engaging guidelines that helps content creators understand how and where they can contribute, and gave a clear process to follow when submitting a content idea for consideration. 

2. Reinvigorated approach to brand and content 

As a brand Optimizely is also going through a brand evolution – moving from a more formal, considered tone of voice to one that’s much more approachable, down to earth and not afraid to use humor, different in content and execution. 

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

It’s pretty out there in terms of creative and messaging. It’s an ad campaign that’s designed to capture attention yes, but also – to demonstrate our abilities as a marketing team to create this type of campaign that is normally reserved for other more quote unquote creative industries. 

We wanted to give guidance to fellow content creators outside the team on how they can also create content that embraces this evolved tone of voice, while at the same time ensuring content adheres to our brand guidelines.

3. Streamline content creation process

Like many global enterprises we have many different content creators, working across different time zones and locations. Documenting a set of guidelines and making them easily available helps content creators quickly understand our content goals, the types of content we want to create and why. It would free up content team time spent with individual contributors reviewing and editing submissions, and would ensure creation and optimization aligns to broader content & business goals.

It was also clear that we needed to document a process for submitting content ideas, so we made sure to include this in the guidelines themselves to make it easy and accessible for all contributors. 

4. 2023 retrospective priority 

As a content team we regularly review our content strategy and processes to ensure we’re operating as efficiently as possible.

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In our last retrospective. I asked my team ‘what was the one thing I could do as a manager to help them be more impactful in their role?’

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

  • Defined a discrete scope of work for the first version of the editorial guidelines, focusing on the Blog and Resources section of the website. This is where the content team spends most of its time and so has most involvement in the content creation process. Also where the most challenging bottlenecks have been in the past
  • Research. Reviewed what was out there, got my hands on a few free templates and assembled a framework to create a first version for inputs and feedback 
  • Asked content community – I put a few questions out to my network on LinkedIn on the topic of content guidelines and content strategy, seeking to get input and guidance from smart marketers.  

linkedinpostoneditorialguidelines

Combining two of my great passions in life – content strategy and Arrested Development – in one LinkedIn post (Feb 2024)

  • Invited feedback: Over the course of a few weekswe invited collaborators to comment in a shared doc as a way of taking iterative feedback, getting ideas for the next scope of work, and also – bringing people on the journey of creating the guidelines. Look at all those reviewers! Doing this within our Content Marketing Platform (CMP) ensured that all that feedback was captured in one place, and that we could manage the process clearly, step by step:

Optimizelycmpscreenshotofeditorialguidelines

Look at all those collaborators! Thanks guys! And all of those beautiful ticks, so satisfying. So glad I could crop out the total outstanding tasks for this screen grab too (Source – Optimizely CMP) 

  • Updated content workflow: Now we have clear, documented guidance in place, we’ve included this as a step – the first step – in the workflow used for blog post creation: 

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

It’s early days but we’re already seeing more engagement with the content creation process, especially amongst the teams involved in building the guidelines (which was part of the rationale in the first place :))

Screenshot of teams message editorial guidelines

Source: My Teams chat 

It’s inspired teams to think differently about the types of content we want to produce going forwards – for the blog and beyond.

I’d also say it’s boosted team morale and collaboration, helping different teams work together on shared goals to produce better quality work.

What’s next?

We’re busy planning wider communication of the editorial guidelines beyond marketing. We’ve kept the original draft and regularly share this with existing and potential collaborators for ongoing commentary, ideas and feedback.

Creating guidelines has also sparked discussion about the types of briefs and templates we want and need to create in CMP to support creating different assets. Finding the right balance between creative approach and using templates to scale content production is key. 

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We’ll review these guidelines on a quarterly basis and evolve as needed, adding new formats and channels as we go.

Key takeaways

  • Editorial guidelines are a useful way to guide content creators as part of your overall content strategy
  • Taking the time to do research upfront can help accelerate seemingly complex projects. Don’t be afraid to ask your community for inputs and advice as you create
  • Keep the scope small at first rather than trying to align everything all at once. Test and learn as you go
  • Work with stakeholders to build guidelines from the ground up to ensure you create a framework that is useful, relevant and used

And lastly, here’s that free template we created to help you build or evolve your own editorial guidelines!

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MARKETING

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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