MARKETING
How to Create a Writing Style Guide [+Free Guide & Examples]
A writing style guide is essential for any business — especially if there are multiple content writers on the team.
As you create more and more content on your website and blog, inconsistencies are bound to creep in. One reason? Lack of clarity about the style in which you’d like to write in. Disjointed communication across the multitude of content creators in your organization can be a culprit, too.
Either way, failure to decide upon accepted editorial guidelines is a recipe for inconsistent messaging. That’s why at some point, most companies will need to develop a writing style guide.
What is a writing style guide?
A writing style guide is a document that sets standard writing, grammar, and punctuation conventions for a particular organization in the effort of maintaining a consistent tone and style regardless of how many content contributors are on the team.
A writing style guide indicates the basic rules of writing everyone agrees to follow to ensure consistency across all content, like whether you should capitalize the “a” after the colon.
Note: If you write content for HubSpot, you should not capitalize the “a.”
But wait… if that’s the case, why would I capitalize the “If” in that last parenthetical? Because “If you write content for HubSpot, you should…” is a complete sentence, thus warranting the capital “If.”
These conventions are specified in our writing style guide.
If you found that train of thought terribly banal, you might think writing style guides are the most boring things in the world and have a burning desire to click away right about now. Au contraire, mon frère.
Why Writing Guides Are Important
A writing style guide saves you from finding yourself embroiled in a debate about whether there should be spaces before and after an ellipses, whether you capitalize “for” in a title, or when a number must be written out in full.
If the writing style guide bores you, just imagine how insipid that debate will be. The existence of a style guide means you can simply have the style guide handy as your little writing rulebook without having to sit through debates about blockquotes.
Style Guide vs. Brand Guide
A writing style guide is a set of standards brands use to define how to maintain a consistent tone and voice through written content. A brand guide defines design elements — logos, typography, color palettes — to create consistency in brand image and visuals.
Both guides are different in content but the same in function. They play an important role in how potential consumers view, interact, and remember your company.
In an effort to help you get started with your own style guide, this blog post will walk you through how to create a writing style guide and which essential elements you’ll need to include.
How to Create a Writing Style Guide
- Review your brand’s mission and values.
- Create buyer personas for your target audience.
- Define your company’s voice and tone.
- Outline branded words and phrases.
- Establish guidelines for formatting.
- Use a style guide template.
Before we dive into the important elements you’ll need to include in your writing style guide, let’s talk through the steps of creating one. Your guide should reflect your business, its goals, and your target audience. To start, you’ll need to:
1. Review your brand’s mission and values.
Why did you start your business? What is its purpose? These are two important questions that you ask yourself when you start planning and building your company. If you didn’t, ask them now. Define your mission statement. Outline your brand’s core values. This information will guide how you form your connections with your audience. It will allow you to develop an idea for how you plan to communicate with them.
Your brand’s mission and values should guide your decisions and ensure that you’re actively working towards your goal. They define and influence company culture by guiding your business to make decisions that are beneficial to the company and your customers.
It is important to note that this information can change. In fact, it should. As time goes on and your company evolves, it is necessary to review and update your brand mission and values to accurately reflect your current business model and operations.
2. Create buyer personas for your target audience.
To create your writing style guide, you need to know who you’re talking to. Imagine having one conversation with a baby boomer and another with a millennial. The way you communicate with them will likely be different. Those nuances speak to the importance of creating buyer personas.
A buyer persona is a semi-fictional, research-based representation of your target customer. This information should come from market research as well as actual data from your existing customers. When creating your buyer personas, envision your ideal customer. What are their days like? How do they make decisions? What challenges do they face? Ultimately, your buyer persona should look at customer demographics, behavior patterns, motivations, and goals.
Once you identify your target audience and their buyer personas, you will have a better idea of how to approach communication.
3. Define your company’s voice and tone.
Establishing your company’s voice and tone can be challenging because the two concepts are easily confused.
Your company voice is how you want to be perceived by your audience. It encompasses how your brand messaging will be delivered. Do you want to come across as witty or friendly? For example, while Starbucks’ brand voice is expressive, Coca-Cola’s is positive. When defining your voice, remember that this will not change throughout your writing. If you establish your company as “friendly,” it should be incorporated into all of your messaging.
Although your brand voice should stay the same, your tone might change. The brand tone refers to how you plan to express your voice. The subtleties in tone lie completely with who your audience is. Imagine a friend asks if you want to join them for dinner, and you reply “Okay.” Cultural cues would likely have them thinking that you’re not too keen on attending. However, if you responded with “Definitely!” they might think you’re excited to go. Even though both responses show that you are willing to eat dinner with them, the connotation changes between words.
As you build your voice and tone, decide what emotion you want your writing to take on. Will it be positive, neutral, negative, or something in between? Again, your choice should mirror your target audience.
4. Outline branded words and phrases.
What are the keywords and phrases associated with your business? To keep consistency throughout your business, identify these words for your style guide. This should include specific spellings and capitalizations.
Take MSNBC for example. The cable channel has two logos, one with lowercase letters and another with capitalized letters. However, when the channel is written in copy form, it is always fully capitalized. This would be something to note in a writing style guide.
This should also carry into any slogans or phrases associated with your company. For their slogan “Betcha can’t eat just one,” Lay’s would need to make sure that their guide specifies the spelling of “Betcha” and that there is no ending punctuation. To look cohesive and professional, it is crucial to keep this consistency throughout all messaging.
5. Establish guidelines for formatting.
In addition to focusing on what is written in your style guide, you will also have to focus on how it is written. Your writing style guide should include guidelines for:
- Headers
- Hyperlinks
- Bold, italicized, and regular text
- Bullet points versus numbered lists
Formatting will allow your readers to skim and digest your content quickly. In addition, as they become acquainted with your style, they will come to expect your company’s organizational breakdown. Every business has the autonomy to choose how it formats its content. Make sure you develop a format that flows effectively for your readers.
6. Use a style guide template.
Download Your Free Starter Template
As you work through the above steps to build your writing style guide, you might draw a blank on how to format it. Use a template. Many companies have their style guides available to the public. Find a company that you’d like to emulate, use them as a starting point, and customize the guide until it becomes a representation of your business. See the “Writing Style Guide Examples” section below for style guides from companies like Mailchimp, Google, and NASA.
What to Include in Your Writing Style Guide
There are a few key sections to include in your style guide.
1. Style Manual
Style manuals are reference books that tell writers how to handle grammar, punctuation, and any special use cases. Most businesses adopt either the AP Stylebook or the Chicago Manual of Style. It’s up to you to decide which manual you’d like your company to follow.
You can purchase online subscriptions to these manuals for your employees to reference, the login for which you should also include in this section of the editorial style guide to make access simple. You might find employees are more likely to reference these tools when provided with an online subscription that contains a search function instead of a paper book through which they have to flip to find their answers.
While these style guides provide a good reference point for basic grammar rules, you’ll probably want to make some exceptions to the rules for the sake of branding, tone, and style.
Use this section of your editorial style guide to outline those exceptions and also to highlight some of the rules that commonly arise when writing for your company. Ideally, your writers would commit these rules to memory, regardless of whether it is aligned with or against house style. For example:
- What do you capitalize? Do you capitalize the name of your product? Are there certain prepositions you want capitalized in your title despite your stylebook’s recommendations?
- What do you abbreviate? How do you punctuate those abbreviations? Would you type “a.k.a.” or “aka”? “Okay” or “O.K.”? Or “OK”?
- Do you use an Oxford comma?
Listing answers to common questions like these in the first part of your editorial style guide will give people an easy resource to reference that will save you time and encourage consistency. Feel free to continue adding to this list as more confusions arise and get resolved during the content creation process. You’re creating your own style guide, so feel free to borrow different rules from different style guides. The important thing is that you use the same rules consistently throughout all the content you create.
2. Commonly Troublesome Words
Most companies have terminology that’s specific to their industry, and not all of those terminologies have a universally agreed-upon spelling. For instance, if you write a lot about digital marketing like we do here at HubSpot, you’ll find a lot of inconsistency around the spelling and capitalization of words like these:
- ebook vs. Ebook vs. e-book
- ecommerve vs. e-commerce
- internet vs. Internet
- website vs. web site
- Facebook Like vs. Facebook like
- Retweet vs. re-tweet vs. reTweet vs. ReTweet
Instead of debating how to spell, capitalize, or hyphenate these words, include a section in your style guide called “Commonly Troublesome Words” so writers can easily look up the proper spelling of these words according to your house style guide.
Advice for Global Companies
If you have global readership and create content for specific, same-language markets, you should include notes on whether you change spelling for those markets or retain your house style.
For example, if marketers from HubSpot’s Dublin office write a blog post, should American editors change their spelling of “favour” to “favor”? “Internationalise” to “Internationalize”? These questions should be answered in your style guide, and the “Commonly Troublesome Words” section is a logical location to do that.
Similarly, if you are creating content in various languages, style guides should be created for each language.
3. Voice and Tone
This section of the editorial style guide should address something less concrete than grammar rules but arguably more important, and that is how your content should sound to the reader.
Can writers use the first person? How do you feel about the use of industry jargon? Think about the words you would use to describe your content in an ideal world. Which adjectives do you want your content to evoke? Conversational, educational, academic, funny, controversial, or objective?
You might think you want your content to be all of the above, but force yourself to prioritize just a few. Explain why it’s important to achieve this style and tone in your content, and provide examples of content (excerpts are fine) that are successful in doing so, particularly if those excerpts exist on your own site already.
If there are stylistic characteristics your content absolutely should not have, include that information, too. Again, examples of what not to do are helpful here for the sake of comparative illustration.
When deciding on style and tone, be sure to consider your target audience and buyer personas in the process. Which style and tone would resonate best with them? This brings us to our next section.
4. Personas
Buyer personas are inextricably tied to style and tone, so it’s important to include this section either before or after the “Style and Tone” section of your style guide. Why is it so important to include personas? Because the style and tone you adopt should be informed by your target audience, i.e. the people that will be reading all this stuff you’re writing.
That being said, the personas in your editorial style guide don’t need to go as in-depth as the personas created by your sales and marketing teams. (Those might include detailed information like objections that arise in the sales process and how to overcome them, or tips on identifying these personas “in the wild” or when you get them on the phone.)
The personas in your editorial style guide should be more brief, simply pulling out the highlights that concisely explain who your target audience is, their pain points, how they like to be communicated with, the value your company provides, and a picture to give writers a visual to keep in mind when creating content.
Including personas in your style guide really comes in handy when you’re working with freelance writers. If you’re doing a good job with freelance writer management, you’ll provide ample context to inform the content they’re writing. A persona, and how that informs tone and writing style, should always be included when kicking off a new freelance writer project.
5. Graphics and Formatting
I know, I told you earlier not to get into the nitty-gritty with visual guidelines. This is still true. Your design team or agency should create a separate brand design style guide that addresses more nuanced visual things. (Can you tell I’m not a designer?)
You should, however, add a little information to your written style guide if your writers are ever responsible for creating visual assets and/or copyediting visual assets created by designers. Here are some common questions that may come up that will impact writers or editors:
- Where can writers source images, and how do they properly attribute them?
- When should images align to the right, to the left, or in the center?
- Should text wrap around images?
- What are the RGB and hex codes for your text and headers?
- What typefaces can be used?
- Can writers use italics, bold, or underlining? If so, is usage limited to certain occasions, like bolding headers and hyperlinks?
- Which kind of bullets should be used (square, round, or other), and how should they align with the rest of the text?
- How should numbered lists appear: “1”, “1.” or “1.)”?
Many of these graphical elements can be present in your content management system, but they can be easily overridden when writers copy and paste content from elsewhere with formatting attached, or by an overzealous writer with a flair for design. Outline these expectations in your editorial style guide, and refer those with more advanced needs to your brand style guide.
6. Approved and Unapproved Content
Great content often cites research and data from third party sources. Make your writer’s job easier by providing approved industry resources from which they can draw, and even more importantly, resources from which they cannot draw. Break up this section of your editorial style guide into two sections: recommended and approved industry resources, and “do not mention” resources.
The information in the “do not mention” section should include competitors and unreliable resources, and it should also mention controversial topics and opinions that should be avoided at all costs. For example, many companies strictly prohibit any mention of politics or religion in their content, or have provisions that explain when it is acceptable to include and how to frame the discussion. Similarly, many companies work within certain legal restrictions, in which case this section of the style guide might provide instructions for receiving legal approval before publishing a piece of content.
This is the section of your editorial style guide to explain the intricacies of such controversies as they relate to your brand so you can prevent reputation management catastrophes.
7. Sourcing
With great research comes great responsibility… and a lot of choices, unfortunately. Clear up the confusion around how to properly cite research by deciding on one methodology and documenting it in your editorial style guide. Explain how to create footnotes, references, links to external sites, or even bibliographies if they are relevant to your company.
This section of your editorial style guide doesn’t need to be long. Just write down the rules and provide some examples of proper citations so writers can easily attribute their sources properly.
8. Examples to Show What’s Right and Wrong
Image SourceEvery section of your editorial style guide can benefit from real life examples of the concepts you’re explaining, whether you include those examples on the same page or as an appendix at the end of the guide.
For example, when talking about proper formatting, include a visual example of a well-formatted blog post with callouts that detail why the elements are successful. If you’re discussing grammar usage, provide an incorrect example, and then mark it up to show how a writer could fix it to align with your editorial style guide.
Bridging your requirements with proper executions from your actual website will help illustrate these concepts more clearly and cut down on follow-up questions and instances of exceptions to the rules you’ve laid out.
What Not to Include In Your Style Guide
It can be tempting to create the most comprehensive style guide of all time. But when documents get incredibly long, it can become a little hard to use on a day-to-day basis. Aim for “comprehensive, yet usable” by intentionally cutting some sections. Common sections you should omit from your style guide include:
Content Operation Notes
While content operations are the backbone of your content creation process, detailed information on the processes should not be included in a writing style guide. The action of submitting content to your editorial team is an irreplaceable step in getting content published; however, this does not add value to the style your writers will use in creating. Additional content operation notes that can be left out of your style guide include requesting slots on the editorial calendar or revision cycles.
Minor Visual Style Recommendations
Many teams fail to realize that a brand’s logo can affect SEO. For those who know this information, you may be tempted to include rules around logo usage or other visual style guide elements in your writing style guide. Don’t. With some basic exceptions, these would be saved for a separate brand or visual style guide.
Design Elements
As previously mentioned, writing style guides have little to do with the visual design elements of the brand. They affect how the writing looks, but they don’t serve your writers as they create. The following design elements should be left out of your writing style guide.
Typography
This section lists the fonts your brand will use and where they can be accessed. Typography sections also provide detailed information on when and where to use different fonts, as well as acceptable sizes and variations.
Logo & Variations
As important as your logo is to your brand identity, it holds little to no importance in the eyes of your writers. Providing an image of your logo to your writers may help them connect with the look and feel of the brand; however, extra details about variations and when to use them on print or digital content is inconsequential.
Color Palette
When choosing brand colors, they typically align with the feel of the brand. Bright colors are used to symbolize ‘happy’ or ‘fresh’ brands, while darker colors can make a brand seem bolder and more daring. While the color palette can help solidify the tone of the brand to the writer, it is still unnecessary. Everything they need to know should be expressed when you define your company’s voice and tone.
Your editorial style guide will simply guide writers by providing a set of standards to which they must adhere when creating content for your website. It eliminates confusion, guesswork, and debates over what boils down to a matter of editorial opinion among grammar and content geeks.
If you’re ever unsure whether something should or should not exist in your written style guide, fall back on usage to inform your decision. If it’s too long to be usable, cut it down; if it’s too short to answer the most common questions, beef it up.
How to Get Others to Use Your Style Guide
If you put in all this work to create a comprehensive style guide, it’d be a real bummer if no one used it.
Here’s the truth: Some people just aren’t going to use it, no matter how easy you make it for them to do so. So, just accept that. But after you’re done grieving, there are a few things you can do to increase the likelihood of adoption:
1. Involve other people in its creation from the get-go.
Instead of mandating the rules your entire company must use when writing, get a few people together to help create the style guide as a group. Ideally, this little committee will span more than one department to increase the likelihood of widespread adoption.
2. Make it easy to find and use.
Our style guide is available on our internal repository, so it’s easy for people to find, bookmark, and Ctrl+F to get answers to questions quickly. Make yours similarly easy to access and use.
3. Keep updating it.
Your style guide is intended to be a living document. As new questions arise, make it easy for writers to ask questions about proper usage and get a resolution, and make sure that resolution is reflected in an updated version of the style guide.
Writing Style Guide Examples
If you want to see a writing style guide in action, check out the examples below from well-known companies like Apple, Shopify, and Intuit.
1. Google
In Google’s style guide, they are very explicit with its principle to create clear, accurate, concise text. The company offers clear directives to write simply and directly, address users clearly, and more.
They also skillfully demonstrate examples of what employees should and should not do. For example, instead of saying, “Consult the documentation that came with your phone for further instructions,” their writers should write something similar to “Read the instructions that came with your phone.” With this guide, Google ensures that its text is inclusive to anyone, regardless of their cultural or language differences.
2. Intuit
You likely recognize Intuit for programs like TurboTax and Quickbooks. While some companies have their writing style guide formatted as a formal document, Intuit takes a different approach. Their guide appears as a message board.
On one of their most recent updates, they shared new guidelines on when and how to celebrate customer wins. As you scroll through their guide, you will find voice and tone examples, word list updates, and principles on how to identify and replace harmful language.
3. Shopify
The eCommerce platform, Shopify, has an extensive content style guide that walks its writers through voice and tone, accessible and inclusive language, grammar and mechanics, and naming. As it elaborates on its voice guidelines, it reminds writers that when speaking as Shopify’s voice, they should “be real, but not too tough or overly familiar.”
It directs writers to be proactive without being pushy by offering their customers sincere encouragement and practical advice. In addition to these guidelines, Shopify has created a list of acceptable vocabulary and abbreviations to ensure its messaging is consistent and clear for its merchants.
4. Microsoft
Warm and relaxed, crisp and clear, and ready to lend a hand: That is Microsoft’s approach to writing for its customers. Microsoft is another company with a different take on how it presents its writing style guide. With one webpage at the center, it links out to valuable information, including its “Top 10 tips for mastering Microsoft style and voice.”
The page lists other recommended content, such as information on bias-free communication and directives on how to write step-by-step instructions. Whether the content is for an app, website, or white paper, this guide keeps all Microsoft communication clear, concise, and consistent.
5. Apple
In Apple’s writing style guide, they immediately express their mission. Reflecting on the diversity of its customers, they stress the purpose of the guide — to write consciously and inclusively.
The setup that Apple uses is also very on-brand. Its style guide has “previous’ and “next” buttons, which mimics a step-by-step tutorial that one is familiar with if they’re acquainted with Apple products. Apple also encourages its writers to return for updates. Writing changes over time, so its writers need to adapt to the changes Apple makes to its writing style guide as they happen.
6. Mailchimp
Writing copy for a brand can be confusing. As you switch between media, there are certain nuances that you might have to take into account. Mailchimp does a great job breaking down these components in its style guide. It includes principles for writing technical content, legal content, email newsletters, and social media.
To facilitate the process for its writers, the Mailchimp content style guide has a hyperlinked section that allows users to quickly navigate through the webpage.
7. NASA
The National Aeronautics and Space Administration (NASA) is known for the complexities of outer space. In its style guide, it mentions that its purpose is to be consistent in its writing style and usage, so its readers avoid distraction from confusing terms and concepts.
The guide directs its writers to use The Chicago Manual of Style but also provides specific topics, including an overview of their editorial style as well as sections on gender-specific language, abbreviations, and figures and tables.
8. Yokel Local
This example comes from HubSpot Partner Yokel Local. Their writing style guide keeps both their in-house contributors and their freelancers on the same page when writing and editing marketing content for clients.
You’ll notice that they didn’t go too far in the weeds, either. The whole guide is 15 pages in large, attractive lettering, and anything not explicitly stated in the guide is left up to the AP Stylebook and the Merriam-Webster dictionary. The simplicity is effective, and they clearly had fun designing the document to be cohesive with their brand guidelines.
Polish Your Editorial and Content Style
When it comes to running your business, you might assume that your words hold little weight when compared to your products or services. You’d be mistaken. While your products are central to your business, how you share information — the words you use — is critical to gaining new customers and maintaining existing ones.
Consistency is an important factor in managing a successful business. With a writing style guide, you will decrease inconsistent content and communication. You will equip your team with the tools and resources to deliver a strong, cohesive message that draws in your target audience. As you work to create or polish your writing style guide, this article will serve as your guide to get there.
Editor’s note: This post was originally published in May 2015 and has been updated for comprehensiveness.
MARKETING
Should Your Brand Shout Its AI and Marketing Plan to the World?
To use AI or not to use AI, that is the question.
Let’s hope things work out better for you than they did for Shakespeare’s mad Danish prince with daddy issues.
But let’s add a twist to that existential question.
CMI’s chief strategy officer, Robert Rose, shares what marketers should really contemplate. Watch the video or read on to discover what he says:
Should you not use AI and be proud of not using it? Dove Beauty did that last week.
Should you use it but keep it a secret? Sports Illustrated did that last year.
Should you use AI and be vocal about using it? Agency giant Brandtech Group picked up the all-in vibe.
Should you not use it but tell everybody you are? The new term “AI washing” is hitting everywhere.
What’s the best option? Let’s explore.
Dove tells all it won’t use AI
Last week, Dove, the beauty brand celebrating 20 years of its Campaign for Real Beauty, pledged it would NEVER use AI in visual communication to portray real people.
In the announcement, they said they will create “Real Beauty Prompt Guidelines” that people can use to create images representing all types of physical beauty through popular generative AI programs. The prompt they picked for the launch video? “The most beautiful woman in the world, according to Dove.”
I applaud them for the powerful ad. But I’m perplexed by Dove issuing a statement saying it won’t use AI for images of real beauty and then sharing a branded prompt for doing exactly that. Isn’t it like me saying, “Don’t think of a parrot eating pizza. Don’t think about a parrot eating pizza,” and you can’t help but think about a parrot eating pizza right now?
Brandtech Group says it’s all in on AI
Now, Brandtech Group, a conglomerate ad agency, is going the other way. It’s going all-in on AI and telling everybody.
This week, Ad Age featured a press release — oops, I mean an article (subscription required) — with the details of how Brandtech is leaning into the takeaway from OpenAI’s Sam Altman, who says 95% of marketing work today can be done by AI.
A Brandtech representative talked about how they pitch big brands with two people instead of 20. They boast about how proud they are that its lean 7,000 staffers compete with 100,000-person teams. (To be clear, showing up to a pitch with 20 people has never been a good thing, but I digress.)
OK, that’s a differentiated approach. They’re all in. Ad Age certainly seemed to like it enough to promote it. Oops, I mean report about it.
False claims of using AI and not using AI
Offshoots of the all-in and never-will approaches also exist.
The term “AI washing” is de rigueur to describe companies claiming to use AI for something that really isn’t AI. The US Securities and Exchange Commission just fined two companies for using misleading statements about their use of AI in their business model. I know one startup technology organization faced so much pressure from their board and investors to “do something with AI” that they put a simple chatbot on their website — a glorified search engine — while they figured out what they wanted to do.
Lastly and perhaps most interestingly, companies have and will use AI for much of what they create but remain quiet about it or desire to keep it a secret. A recent notable example is the deepfake ad of a woman in a car professing the need for people to use a particular body wipe to get rid of body odor. It was purported to be real, but sharp-eyed viewers suspected the fake and called out the company, which then admitted it. Or was that the brand’s intent all along — the AI-use outrage would bring more attention?
This is an AI generated influencer video.
Looks 100% real. Even the interior car detailing.
UGC content for your brand is about to get really cheap. ☠️ pic.twitter.com/2m10RqoOW3
— Jon Elder | Amazon Growth | Private Label (@BlackLabelAdvsr) March 26, 2024
To yell or not to yell about your brand’s AI decision
Should a brand yell from a mountaintop that they use AI to differentiate themselves a la Brandtech? Or should a brand yell they’re never going to use AI to differentiate themselves a la Dove? Or should a brand use it and not yell anything? (I think it’s clear that a brand should not use AI and lie and say it is. That’s the worst of all choices.)
I lean far into not-yelling-from-mountaintop camp.
When I see a CEO proudly exclaim that they laid off 90% of their support workforce because of AI, I’m not surprised a little later when the value of their service is reduced, and the business is failing.
I’m not surprised when I hear “AI made us do it” to rationalize the latest big tech company latest rounds of layoffs. Or when a big consulting firm announces it’s going all-in on using AI to replace its creative and strategic resources.
I see all those things as desperate attempts for short-term attention or a distraction from the real challenge. They may get responses like, “Of course, you had to lay all those people off; AI is so disruptive,” or “Amazing. You’re so out in front of the rest of the pack by leveraging AI to create efficiency, let me cover your story.” Perhaps they get this response, “Your company deserves a bump in stock price because you’re already using this fancy new technology.”
But what happens if the AI doesn’t deliver as promoted? What happens the next time you need to lay off people? What happens the next time you need to prove your technologically forward-leaning?
Yelling out that you’re all in on a disruptive innovation, especially one the public doesn’t yet trust a lot is (at best) a business sugar high. That short-term burst of attention may or may not foul your long-term brand value.
Interestingly, the same scenarios can manifest when your brand proclaims loudly it is all out of AI, as Dove did. The sugar high may not last and now Dove has itself into a messaging box. One slip could cause distrust among its customers. And what if AI gets good at demonstrating diversity in beauty?
I tried Dove’s instructions and prompted ChatGPT for a picture of “the most beautiful woman in the world according to the Dove Real Beauty ad.”
It gave me this. Then this. And this. And finally, this.
She’s absolutely beautiful, but she doesn’t capture the many facets of diversity Dove has demonstrated in its Real Beauty campaigns. To be clear, Dove doesn’t have any control over generating the image. Maybe the prompt worked well for Dove, but it didn’t for me. Neither Dove nor you can know how the AI tool will behave.
To use AI or not to use AI?
When brands grab a microphone to answer that question, they work from an existential fear about the disruption’s meaning. They do not exhibit the confidence in their actions to deal with it.
Let’s return to Hamlet’s soliloquy:
Thus conscience doth make cowards of us all;
And thus the native hue of resolution
Is sicklied o’er with the pale cast of thought,
And enterprises of great pith and moment
With this regard their currents turn awry
And lose the name of action.
In other words, Hamlet says everybody is afraid to take real action because they fear the unknown outcome. You could act to mitigate or solve some challenges, but you don’t because you don’t trust yourself.
If I’m a brand marketer for any business (and I am), I’m going to take action on AI for my business. But until I see how I’m going to generate value with AI, I’m going to be circumspect about yelling or proselytizing how my business’ future is better.
HANDPICKED RELATED CONTENT:
Cover image by Joseph Kalinowski/Content Marketing Institute
MARKETING
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.
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]](https://articles.entireweb.com/wp-content/uploads/2024/04/How-to-Use-AI-For-a-More-Effective-Social-Media.png "How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds")
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%.
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.
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:
The response that ChatGPT provided back is quite good:
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.
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:
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:
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?
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.
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.
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.
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:
- Identify Your AI and Social Media Goals
- Validate Your AI-Related Assumptions
- Conduct Persona and Audience Research
- Select the Right Social Channels
- Identify Key Metrics and KPIs
- Choose the Right AI Tools
- 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.
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.
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.
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?
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:
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.
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.
MARKETING
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.
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.
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
Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.
19 Best SEO Tools in 2024 (For Every Use Case)
Streamlining Processes for Increased Efficiency and Results
Daily Search Forum Recap: April 17, 2024
97 Marvelous May Content Ideas for Blog Posts, Videos, & More
An In-Depth Guide And Best Practices For Mobile SEO
Ecommerce evolution: Blurring the lines between B2B and B2C
Daily Search Forum Recap: April 18, 2024
Daily Search Forum Recap: April 19, 2024
2024 WordPress Vulnerability Report Shows Errors Sites Keep Making
10 Amazing WordPress Design Resouces – WordPress.com News
-
PPC5 days ago19 Best SEO Tools in 2024 (For Every Use Case)
-
MARKETING7 days agoStreamlining Processes for Increased Efficiency and Results
-
SEARCHENGINES6 days ago
Daily Search Forum Recap: April 17, 2024
-
PPC7 days ago97 Marvelous May Content Ideas for Blog Posts, Videos, & More
-
SEO6 days agoAn In-Depth Guide And Best Practices For Mobile SEO
-
MARKETING6 days agoEcommerce evolution: Blurring the lines between B2B and B2C
-
SEARCHENGINES5 days ago
Daily Search Forum Recap: April 18, 2024
-
SEARCHENGINES4 days ago
Daily Search Forum Recap: April 19, 2024
You must be logged in to post a comment Login