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The Ultimate Guide To A Successful NPO Email Strategy

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The Ultimate Guide To A Successful NPO Email Strategy

Effective email and newsletter marketing is crucial for a nonprofit organization’s (NPO) success. With scarce resources, limited staffing, and divided leadership attention, investing in marketing efforts can often take a backseat to more urgent matters.

Luckily, email marketing is both cost-effective and less time-consuming than other NPO marketing strategies. Regularly sent out, well-crafted newsletters can give your nonprofit authority while also helping you stay at the forefront of your donors’ minds.

Download Now: Nonprofit Marketing & Fundraising  Trends for 2022 [Free Report]

By reading this post, you will discover how your nonprofit can stay connected with donors and attract exciting new prospects through personalized and meaningful email marketing.

Table of Contents

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Why does email work for nonprofits?

Studies show that email continues to offer the highest return on investment (ROI) of any outreach strategy. TruConversion reports that an email marketing campaign can deliver a return of $40 for every $1 spent. This makes email the channel with the highest ROI that nonprofits can use to reach prospective donors.

Additionally, 91% of all US consumers still use email daily. Email can therefore enable NPOs to reach audiences that might not otherwise engage with their marketing efforts on social media.

Pro tip: Before starting a new email campaign, make sure it aligns with your nonprofit marketing plan and helps you reach your organization’s goals.

onprofit newsletter, 91% of US consumers still use email daily. Use email to reach new audiences.

Email Marketing Best Practices for Nonprofits

1. Commit to regular sends.

Nonprofits are often stretched for resources, and it’s easy to set marketing aside for matters that seem more pressing. However, regular email marketing is one of the most effective ways to grow your organization. A content schedule for your emails can keep you organized you can frequently engage with and steadily grow your donor base.

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Making email sends an “always on” part of your marketing strategy will play a big role in your success on the channel. “Always on” doesn’t mean that you’re bombarding your email list with constant messages — it means that you’re committed to consistency in how often you send your emails.

Send informative emails on a predictable schedule, instead of only when you’re actively running a campaign or seeking donations. This will help nurture your audience towards deeper forms of engagement (like donating or attending an event) in the future. Remember: the goal is building long-term relationships.

Setting the right cadence for your emails is important to keep the members of your list engaged with your organization. When you’re first starting out, this requires a careful balancing act. You don’t want to send too few emails, but you also don’t want to veer into potential spam territory. More on that in the next section.

Pro tip: Double-check that your email offers value to your readers before sending. Value could include the latest information about your nonprofit, ways to get involved, upcoming events, or recent projects your organization has completed.

2. Be wary of spam folders.

If your audience is only used to hearing from you on a one-off basis, you’ll need to gradually shift to sending more emails. A sudden switch could trigger some users’ email clients to send you to the spam folder.

Email deliverability can be a complex subject, but here are a few important things to remember if you’re transitioning to more frequent email marketing.

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  • Don’t directly embed forms or include attachments in your emails. Linking out to web pages with forms is a better practice.
  • Send your emails from a recognizable address. If you can, avoid sending from a [email protected] address. Use a name your readers will recognize.
  • Lead with informative subject lines instead of direct calls for donations. Check out our blog post on picking great email subject lines.
  • If you’re emailing a list that isn’t used to frequent sends, let them know what’s going on. Tell your readers that you plan to start sending more informative emails, and most importantly, allow them to opt out. It might seem counterintuitive in the short term, but cleaning disengaged folks off your email list is important to the long-term health of your email program.

Pro Tip: Assign a staff member to send your monthly newsletter using their name. This increases your chance of avoiding donors’ spam folders.

For more tips on improving your email deliverability, check out our blog post on the subject here.

3. Leverage personal connections with your audience.

Personalizing your emails is a simple — but powerful — step that you can take to create a personal connection with readers.

First, make sure you’re using an email tool that enables personalization. It might be an investment upfront, but having access to personalization features will greatly improve the value your audience gets out of your email sends.

Worried about coming off as creepy or not sure where to start? Focus on personalizing emails based on actions your email recipients have taken on your website, advises Rachel Leist, a VP of marketing, automation, and demand generation at HubSpot. Instead of using personal data in your contact management system, perhaps thank them for a donation or downloading a report.

“If a person receives an email that refers to an action they took on your website, they will not be as nervous as they would if you were personalizing around specific personal information you happen to have on them,” Leist explains.

Pro tip: Personalize your emails by using first names and interesting taglines. Emails with personalized subject lines generate six times higher transaction rates.

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4. Segment your database.

A segmented email list can help you ensure that the right person receives the right email at the right time. While everyone on your email list believes in your organization, you don’t need to send every email to everyone. Each person in your database is at a different stage on their journey with your organization, and the emails they receive should reflect that.

For example, someone who has donated $5 to your organization in the last year is probably not as engaged as someone who has donated $1,000 to your organization in the last month.

Factors like donation amount, events attended, and actions taken on your website or social media channels can all be important indicators of engagement level, and shouldn’t be ignored when you’re sending out emails.

More engaged audience members will likely respond more positively to more frequent emails, while folks with fewer touch points should receive fewer emails giving them more basic information about your NPO.

Pro tip: When people download your content or subscribe to your newsletter, make sure you enter them into a specific drip campaign that sends them automated emails relevant to the topics they are interested in.

5. Test, analyze, and adapt accordingly.

Finally, running an email program is not a “one-and-done” marketing strategy. You’ll need to note key performance indicators and make changes to your approach based on real-world data.

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If you’re just getting started, industry benchmarks can be a useful point of comparison. But remember, not all NPOs are the same, and not all NPO audiences are going to respond the same way to emails.

To start, keep track of a few key email metrics, measure them with each email send, and look for trends over time. Our article on email marketing metrics for beginners offers a helpful starting place if you’re not sure what to track.

Pro tip: Regularly monitor your email open rate using the Hubspot email health tool.

How to Write an Amazing Nonprofit Newsletter

1. Write an eye-catching subject line.

Subject lines can be tricky. You’re looking for a short phrase that communicates your intent while retaining your non-profit’s unique voice. An interesting subject line should include the following elements.

  1. Urgency. You want recipients to feel the urgency to both open emails from your NPO and take action.
  2. Specificity. If you have an interesting statistic or data point to share, be sure to put it in the subject line.
  3. Upcoming events. To increase engagement, your newsletter should let people know what upcoming events they can attend or volunteer at.
  4. Name recognition. Pique your audience’s interest by including their name in the subject line (when appropriate).
  5. Relevancy. If current events or politics influence your nonprofit’s goal(s), referencing those events can make your newsletter more relevant and timely.

Pro tip: 46% of email opens take place on mobile, so be sure to make your subject lines 50 characters or less so mobile viewers can read the entire message.

Explore this blog for more subject line best practices.

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2. Give compelling updates.

An amazing nonprofit newsletter should include the latest and greatest from your organization. Inform your recipients of recent goals reached, heartwarming stories of those you help, life updates of staff and volunteers, and anything else of note.

Pro tip: To make your emails visually interesting, take pictures during events to include in your newsletters. With permission, include the names of the volunteers pictured and describe what activities took place.

3. Have an attitude of gratitude.

Your cause is near and dear to those who subscribe to your newsletter. Their time spent volunteering and money donated should always be received with a spirit of gratitude.

Let email recipients know the immediate impact of their donations with interesting data points. For example, “Your donation helped x number of families” or “Your volunteer efforts fed x number of children.”

Pro tip: Some of your newsletter recipients will be more involved than others. Consider opening the line of communication with these donors by sending a personalized, non-automated email that references their specific efforts to the cause.

4. Include a Call-to-Action

A call-to-action (CTA) is an invitation to your audience to do something. In an email or newsletter, your CTA should be a button that links to the action you want recipients to take next.

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Examples of CTAs for your nonprofit email could be “Subscribe to the newsletter,” “Donate now,” “Refer a friend,” or more. Don’t be afraid to get creative with your CTAs, and be sure to measure your conversion rate.

Pro tip: There are lots of CTA tools you can use to make linking to the next step easier. Explore common options here.

Examples of Nonprofit Fundraising Emails 

Want to put together an effective fundraising email? Check out some examples to get a sense of what your newsletter can look like.

Alzheimer’s Association

This Welcome email from the Alzheimer’s Association doesn’t lead with a request for a donation. Instead, the team connects recipients to the cause by providing them with resources to learn about the disease.

The main CTA urges readers to “learn the facts.” By gaining a greater understanding of Alzheimer’s email recipients are encouraged to act — either by advocating for the group, volunteering, or donating.

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What we love: There are several resources shown in this email, targeting different groups affected by Alzheimer’s disease. A loved one could access a support group. A family looking for care solutions can explore their options. Most importantly, people living with Alzheimer’s are given autonomy and can get matched with a care team.

nonprofit newsletter examples, Alzheimer’s Association

Black Girls Code

This email from Black Girls Code focuses on one webinar that is open to all. By including events and participation opportunities, the nonprofit demonstrates value to those on its email list. As a subscriber, you’ll make sure you never miss an event.

What we love: This email utilizes design to strategically focus readers’ attention. The graphic that includes the panel’s speaker information and time are beautifully designed with eye-catching colors that pop over a black background. The only other colorful elements? Two bold registration CTAs in lavender.

nonprofit newsletter ideas, Black Girls Code

The End Child Poverty California Coalition (ECPC)

ECPC’s email demonstrates the importance of keeping your donors and volunteers informed. This section of the group’s newsletter explains how much the coalition’s Imagine Campaign secured and where funds were used. An infographic makes understanding the complexities of state budgeting easy.

What we love: ECPC has mastered transparency. The group acknowledges that not all of its priorities were included in the state budget. After, the coalition celebrates wins they were able to achieve. The use of honesty makes the nonprofit feel trustworthy and garners even more support.

nonprofit newsletter ideas, The End Child Poverty California Coalition

The Trevor Project

Awareness days, holidays, and important anniversaries offer special opportunities to engage your audience. This is especially true when you can tie the event to your nonprofit’s mission or research.

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The Trevor Project sent a dedicated email on Intersex Awareness Day. In the email, the organization explains what it means to be intersex and the importance of acknowledging this community. Then, it links to a report where people can learn more about the well-being of intersex youth.

What we love: Not only does this email highlight Intersex Awareness Day, it also reminds recipients that October is LGBTQ History Month. Readers who didn’t have their calendars marked are now informed and will be more likely to engage with other Trevor Project research.

nonprofit newsletter ideas, The Trevor Project

The International Rescue Committee

The International Rescue Committee (IRC) faces the urgent task of assisting people in conflict zones and disaster areas. This email both explains what the organization does and its historical impact.

What we love: Highlighting articles and the organization’s history increases the subscriber’s emotional investment. Readers will also have a better understanding of the IRC’s values.

nonprofit newsletter example, the International Rescue Committee

The Smithsonian Institution

The Smithsonian Institution is one of the largest museum and research networks in the world. Keeping up with each museum and department would be exhausting. Luckily, the nonprofit’s marketing team has gathered the highlights into one, easy-to-read newsletter.

What we love: When we go to museums, we marvel at the artifacts and objects on display. The Smithsonian newsletter uses photographs to replicate this experience on any device.

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nonprofit newsletter example, smithsonian institute

Save The Children

When folks first sign up for your emails, it’s a good indicator that they’re feeling engaged with your mission. Check out this automatic welcome email from Save the Children introduces the organization to a new subscriber and requests a donation at the end. Your audience wants to help — don’t make them wait!

What we love: Save the Children created a simple infographic to show how a small donation can make a big impact. This can encourage supporters to contribute.

nonprofit newsletter example, save the children

Citizens’ Climate Lobby

Citizens’ Climate Lobby (CCL) demonstrates in the email below how to update subscribers on important current events. By referencing recent policy changes that were helpful to their cause, CCL can both thank their email subscribers for their hard work while getting them excited about future progress.

What we love: This email does a good job of providing relevance and timeliness to the nonprofit’s conversation. nonprofit newsletter example, Citizen’s Climate Lobby

826 Boston

826 Boston is a writing, tutoring, and publishing nonprofit that works with students and community members. As a local nonprofit, community events offer an opportunity for Boston residents to get involved and learn more about the organization. This email highlights Books for Breakfast, including critical information about where the event is held and when.

Pro tip: If your organization relies on donations from corporate sponsors, email offers an opportunity to showcase your partnership. This creates added value for the businesses you work with.

nonprofit newsletter example, 826 Boston

Wikimedia

Not every donor or subscriber should be emailed every day. Wikimedia is sparing with its calls for donations, making their infrequent sends more impactful. By highlighting a past action and demonstrating urgency for a repeat donation, recipients will be more likely to give.

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This type of email works best for past donors and less active members of your email list. Even though they don’t visit your website daily, they may be willing to donate on occasion.

What we love: This email from Wikimedia shows what percentage of your donation goes to which parts of the organization. This creates transparency and makes donors feel good about their contributions.

nonprofit newsletter example, Wikimedia

Free Email Marketing Software for Nonprofits

Want to use professional email software for your nonprofit without breaking the bank? There are several free versions of professional marketing software that you can use. Check out what some of the most popular programs offer. Then, decide which option works best for you.

1. HubSpot Email Marketing Software

HubSpot offers a free version of its paid email marketing software that integrates with its free CRM software. Users can run a sophisticated marketing campaign and get access to forms, landing pages, and Facebook, Instagram, Google, and LinkedIn ads, as well as templates.

HubSpot also has access to contact management and live chat capabilities. These tools allow you to optimize the experience for each subscriber. There are also traffic and conversion analytics capabilities for campaign optimization.

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2. Sender

Want to reach lots of people with beautiful, personalized emails? Sender could be just right for you. This program has extensive HTML editing and personalization capabilities. Sender also has impressive analytics capabilities that allow you to track the delivery and opening of individual emails. You’ll also be able to build individual recipient profiles to further optimize your strategy.

3. Sendinblue

If you’re looking for variety in your emails, Sendinblue has you covered. This program includes over 70 responsive templates for emails that can be designed for any screen. The free version gives you the ability to send 300 emails a day.

You also have the ability to use A/B testing to find email content that works and segmenting options to make sure the right person receives your message.

4. SendGrid

SendGrid specializes in email campaigns that are tailored to individual preferences. Its free version gives you access to a wide range of personalization tools, including APIs, Webhooks, and STMP Relay.

You’ll also have granular control over who receives your emails with a wide range of delivery optimization tools. Plus, you can access sophisticated email editing and analytics tools that allow you to optimize sends for your target audience.

Start Today

You don’t need to be a professional marketer to get professional results from email marketing. However, you do need to set some time aside to get started.

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Remember, email marketing when done thoughtfully, can have a big payoff. Get started today if you haven’t already, and you could generate more buzz for your organization than ever before!

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MARKETING

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

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

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

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

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

AI in the workplace data graphic, Foundation Labs

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

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

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

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

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

Let’s jump into it.

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

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

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

Benefits of AI in Social Media Strategy

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

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AI to Conduct Customer Research

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

This is where AI thrives.

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

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

But that’s not all.

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

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ChatGPT prompt example

The response that ChatGPT provided back is quite good:

GPT response example

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

  • Demographics
  • Psychographics
  • Consumer behaviors
  • Needs and preferences

And best of all…

It also included marketing recommendations.

The power of AI is unbelievable.

Social Media Content Using AI

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

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

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

AI social media caption generator step 1

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

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

It can also help you navigate hashtags:

AI social media hashtags generator example, HubSpot

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

Enhanced Personalization

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

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

What do I mean?

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

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

Analytics and Insights

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

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

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

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

Now …

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

Improved Customer Service

Want 24/7 support for your customers?

It’s now possible without human touch.

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

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

Advertising on Social Media with AI

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

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

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

Brands can use AI tools to support their bidding strategies.

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

How to Implement AI into Your Social Media Strategy

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

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

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

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

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

1. Identify Your AI and Social Media Goals

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

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

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

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

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

Recommended Resources:

2. Validate Your AI-Related Assumptions

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

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

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

3. Conduct Persona and Audience Research

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

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

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

4. Select the Right Social Channels

Not every social media channel is the same.

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

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

The audiences are different.

The content formats are different.

So operate and create a plan accordingly.

Recommended Tools and Resources:

5. Identify Key Metrics and KPIs

What metrics are you trying to influence the most?

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

These are a few that matter most:

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

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

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

6. Choose the Right AI Tools

The AI landscape is filled with trash and treasure.

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

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

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AI social media generator example

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

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

7. Evaluate and Refine Your Social Media and AI Strategy

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

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

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

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

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Make AI Work for You — Now and in the Future

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

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

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

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MARKETING

Advertising in local markets: A playbook for success

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Advertising in local markets: A playbook for success

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

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

1. Understand local vs. national campaigns

Local advertising differs from national campaigns in several ways: 

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

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

2. Leverage customized audience segmentation 

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

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

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

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

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

3. Adapt to local market dynamics

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

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

4. Apply data and predictive analytics 

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

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

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

5. Counter external market influences

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

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

6. Build consumer confidence with messaging

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

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

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

7. Dominate with local advertising 

To dominate local markets, brands must:

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

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



Dig deeper: The 5 critical elements for local marketing success

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

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Battling for Attention in the 2024 Election Year Media Frenzy

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Battling for Attention in the 2024 Election Year Media Frenzy

Battling for Attention in the 2024 Election Year Media Frenzy

As we march closer to the 2024 U.S. presidential election, CMOs and marketing leaders need to prepare for a significant shift in the digital advertising landscape. Election years have always posed unique challenges for advertisers, but the growing dominance of digital media has made the impact more profound than ever before.

In this article, we’ll explore the key factors that will shape the advertising environment in the coming months and provide actionable insights to help you navigate these turbulent waters.

The Digital Battleground

The rise of cord-cutting and the shift towards digital media consumption have fundamentally altered the advertising landscape in recent years. As traditional TV viewership declines, political campaigns have had to adapt their strategies to reach voters where they are spending their time: on digital platforms.

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According to a recent report by eMarketer, the number of cord-cutters in the U.S. is expected to reach 65.1 million by the end of 2023, representing a 6.9% increase from 2022. This trend is projected to continue, with the number of cord-cutters reaching 72.2 million by 2025.

Moreover, a survey conducted by Pew Research Center in 2023 found that 62% of U.S. adults do not have a cable or satellite TV subscription, up from 61% in 2022 and 50% in 2019. This data further underscores the accelerating shift away from traditional TV and towards streaming and digital media platforms.

As these trends continue, political advertisers will have no choice but to follow their audiences to digital channels. In the 2022 midterm elections, digital ad spending by political campaigns reached $1.2 billion, a 50% increase from the 2018 midterms. With the 2024 presidential election on the horizon, this figure is expected to grow exponentially, as campaigns compete for the attention of an increasingly digital-first electorate.

For brands and advertisers, this means that the competition for digital ad space will be fiercer than ever before. As political ad spending continues to migrate to platforms like Meta, YouTube, and connected TV, the cost of advertising will likely surge, making it more challenging for non-political advertisers to reach their target audiences.

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To navigate this complex and constantly evolving landscape, CMOs and their teams will need to be proactive, data-driven, and willing to experiment with new strategies and channels. By staying ahead of the curve and adapting to the changing media consumption habits of their audiences, brands can position themselves for success in the face of the electoral advertising onslaught.

Rising Costs and Limited Inventory

As political advertisers flood the digital market, the cost of advertising is expected to skyrocket. CPMs (cost per thousand impressions) will likely experience a steady climb throughout the year, with significant spikes anticipated in May, as college students come home from school and become more engaged in political conversations, and around major campaign events like presidential debates.

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For media buyers and their teams, this means that the tried-and-true strategies of years past may no longer be sufficient. Brands will need to be nimble, adaptable, and willing to explore new tactics to stay ahead of the game.

Black Friday and Cyber Monday: A Perfect Storm

The challenges of election year advertising will be particularly acute during the critical holiday shopping season. Black Friday and Cyber Monday, which have historically been goldmines for advertisers, will be more expensive and competitive than ever in 2024, as they coincide with the final weeks of the presidential campaign.

To avoid being drowned out by the political noise, brands will need to start planning their holiday campaigns earlier than usual. Building up audiences and crafting compelling creative assets well in advance will be essential to success, as will a willingness to explore alternative channels and tactics. Relying on cold audiences come Q4 will lead to exceptionally high costs that may be detrimental to many businesses.

Navigating the Chaos

While the challenges of election year advertising can seem daunting, there are steps that media buyers and their teams can take to mitigate the impact and even thrive in this environment. Here are a few key strategies to keep in mind:

Start early and plan for contingencies: Begin planning your Q3 and Q4 campaigns as early as possible, with a focus on building up your target audiences and developing a robust library of creative assets.

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Be sure to build in contingency budgets to account for potential cost increases, and be prepared to pivot your strategy as the landscape evolves.

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Embrace alternative channels: Consider diversifying your media mix to include channels that may be less impacted by political ad spending, such as influencer marketing, podcast advertising, or sponsored content. Investing in owned media channels, like email marketing and mobile apps, can also provide a direct line to your customers without the need to compete for ad space.

Owned channels will be more important than ever. Use cheaper months leading up to the election to build your email lists and existing customer base so that your BF/CM can leverage your owned channels and warm audiences.

Craft compelling, shareable content: In a crowded and noisy advertising environment, creating content that resonates with your target audience will be more important than ever. Focus on developing authentic, engaging content that aligns with your brand values and speaks directly to your customers’ needs and desires.

By tapping into the power of emotional triggers and social proof, you can create content that not only cuts through the clutter but also inspires organic sharing and amplification.

Reflections

The 2024 election year will undoubtedly bring new challenges and complexities to the world of digital advertising. But by staying informed, adaptable, and strategic in your approach, you can navigate this landscape successfully and even find new opportunities for growth and engagement.

As a media buyer or agnecy, your role in steering your brand through these uncharted waters will be critical. By starting your planning early, embracing alternative channels and tactics, and focusing on creating authentic, resonant content, you can not only survive but thrive in the face of election year disruptions.

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So while the road ahead may be uncertain, one thing is clear: the brands that approach this challenge with creativity, agility, and a steadfast commitment to their customers will be the ones that emerge stronger on the other side.


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