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What Are Keywords? (and Why You Need to Know How to Find Them)

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What do you do when you have a question or want to find something? Quickly.

If you’re like most, you open your laptop or unlock your phone, pull up a web browser, and head for the search bar. Once you say or type a few words and hit “enter,” you browse the results until you click on a page that looks promising. After the page loads, lo and behold: the answer you need.

The words you type into search engines play a role in how easily you find a blog or web page- and the same goes for the way people find your website. If you want people to find your website, you must understand what keywords are, why they matter, and best practices for how to find them. In this post, you will learn how to do so successfully and strengthen your content strategy on your own (search) terms.

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Navigate to what you need to know first about keywords:

What are keywords?

Why are keywords important?

What are good keywords?

Considerations for Choosing a Keyword

How many keywords should I use?

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How to Find Keywords the Right Way

How to Create Unique Content Through Niche Keywords

For instance, if you were to type “bikes” into a search engine, the results would show a variety of results that correlate with those keywords:

Results for short keywords on the serp

Here, the term “bikes” is an example of a short keyword; you can count on keyword lengths to fall into two categories:

  1. Short keywords that contain one or two terms
  2. Long-tail keywords that contain typically three or more terms

As a result, short keywords are generally on broad topics, while long-tail keywords are all about specificity. Take a look at what a long-tail version of “bikes” would look like if you search “mountain bikes for beginners”:

Results for long tail keywords on the serp

Therefore, understanding which type of keywords to use on your website or blog requires performing some investigation. As you begin your keyword research, you will start to discern the difference between picking a related keyword and writing for a user’s intent.

The 3 Common Types of Search Intent

Behind every keyword is the reason the user makes the search query in the first place. This is known as search intent which falls into 3 categories: informational, navigational, and transactional.

Take a look at your keyword and think about what the user is really asking by making their query:

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  • If they were to search, “what are nfts” they are feasibly looking for informational content that will explain this topic in detail.
  • If they look up “nft marketplace” they are likely searching for navigational content to take them to NFT platforms.
  • If they type “best nfts to buy now” they are probably trying to find transactional content that will help them complete a purchase decision.

By speaking to the “why” of the search query, you can tailor each content page to fully provide value to the user and deliver the best possible experience. But to fully grasp how to provide this value, you need to know the impact of keywords and why they matter to your website in the first place.

Now, while keywords are still useful tools for conceptualizing and planning your content strategy, their effectiveness is entirely rooted in context.

For instance, say you’ve written SEO blogs about the various aspects of software. If you have been fleshing out a topic cluster to demonstrate your content authority, Google will have the context it needs when ranking websites like yours.

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Pillar content connecting with cluster content through hyperlinks to create topic clusters

The keywords you include on your pillar and cluster pages will guide you to produce content on a range of user interests. But with the paradox of choice, how do you choose a good keyword? Your decision will depend on the marketing channel you’re writing for and your short or long-term goals.

Let’s dive into how to define good keywords across SEO and PPC channels to put you in the best position to benefit from your content.

What are good keywords?

What qualifies as a good keyword in SEO is different from what makes for the right target in PPC. But how do SEO keywords differ from keywords for PPC on the SERP?

Understanding this difference takes learning how to use SEO and PPC keywords to your website’s advantage.

Using Keywords in SEO

A good SEO keyword strikes the ideal balance between keyword volume, competition, relevance, and intent based on your website’s authority. Therefore, adding keywords that encompass these factors, will allow you to rank and drive traffic long-term.

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Plus, because SEO keywords are free- to rank for and when users click on your content- you can receive high value from the content you produce.

While the roster ranges both on and off the page, SEO content includes:

Unlike the other forms, the keywords in metadata aren’t ranking factors. But best practices are to include your targeted keyword in the title tag and description. Take a look at how metadata appears on the SERP with the title tags outlined in red and descriptions in blue below:Characteristics of metadata on the serp What’s special about finding the right keywords, is that it allows you to write rich content around what people are interested in and satisfy Google’s E.A.T. principle — a major Google core update from 2019. Your keywords will be your guide to writing a piece that meets a search engine like Google’s expectations of:

  • Expertise
  • Authoritativeness
  • Trustworthiness

So before you dive into finding keywords, start by thinking about the topics that matter to your website. What are some things your audience may be searching for that would lead them to you? Have some ideas in mind? Start there.

Using Keywords in PPC

On the other side of Search are PPC keywords. PPC keywords are terms you choose to rank for in order to increase brand visibility and foster website growth. You can bid on your keyword choices, and when you win your bids, you will rank at the top of the SERP like these businesses below:

Paid search ads on the search engines results page

So, you can use keywords to create PPC ads promoting your products or services through platforms like Google Ads and Microsoft Ads. Then, when users select your ad, you pay for every click you receive.

Now, there are two main types of PPC keywords:

  • Branded keywords are words and phrases that include your brand’s name. Their purpose is to attract customers in your audience that are near a purchase decision.
  • Non-branded keywords are words or phrases that do not include your brand name. They help you gain new customers who may be searching for what you offer but do not know it yet.

Essentially, pay-per-click advertising generates immediate traffic that can convert into leads or sales. Subsequently, these conversions deliver a faster return on investment for the money and time you put into your ads. You will use PPC keywords to tailor your content to the audiences you decide to target.

When it comes down to when to apply SEO versus PPC advertising, it depends on your business goals. Will your business benefit from the long-term impact of Organic Search or the short-term results of Paid Search? While you contemplate this, remember SEO content concentrates on providing value to the reader, while PPC content focuses on promoting your products or services.

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Still, the tricky part is that the internet is a busy place — making it virtually impossible to be the only person writing about any given topic. So even if you create rich content with keywords and provide the context for search engines to understand it, how do you stand out from the crowd?

Well, this is where the following keyword considerations come into play.

Considerations for Choosing a Keyword

Monthly Search Volume

Monthly search volume (MSV) is the number of times people search for a particular keyword in a month. By considering the popularity of a keyword, you can tailor your content strategy and write about new content opportunities.

To find out how many people are searching for a particular keyword, you can use keyword research tools like the one below from Ahrefs. For instance, when you type in the word “insurance” the tool provides the following MSV estimate outlined in red:

The monthly search volume of keywords in ahrefs

Oftentimes, competitive keywords with higher difficulties are the ones in which everyone in an industry wants to rank. For example, broad keywords like “insurance,” “marketing,” or “technology” are all going to be highly competitive because they have a high volume of monthly searches. There is also a bevy of written content on these topics vying for a keyword ranking.

The monthly search volume of keywords in ahrefsThe market for these and similar broad search terms is completely saturated. So getting a foothold for a search term like “marketing” would be like constructing a generic coffee shop between a Starbucks and a Dunkin’ Donuts — you may get a bit of business if a customer notices you in your area, but they’re more likely going to go to one of the established businesses they know.

For your business to truly gain SEO ranking, it’s important to consider less competitive keywords. Focusing on less keyword competition lets you demonstrate what makes you different and reach the best audience for your business.

If we return to our coffee shop example, concentrating on less competitive keywords is like branding yourself as the only ‘specialty cat cafe’ in the city. In this situation, it’s easier to stand out because you’re focusing on what makes you unique to your target buyer persona.

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After all, the person looking for a cat cafe to sit in and relax is probably not the same person wanting a quick cup of coffee on their way to work — just like someone searching for “technology” is not the same person searching for “small business technology setup service.”

Intent & Relevance

We’ve established that search intent is the “why” behind the terms users search, but did you know that search engines use this intent to rank content? This relationship is called keyword relevance: how closely related a keyword or phrase is to a piece of content.

For example, say you own a website about baking and you want to target the keyword “easy cake recipes” in your content. But instead of writing a thorough article on these recipes, you write more about the history of cake. Even though this article may be intriguing, it’s not relevant to your primary keyword— and you’re unlikely to rank for your target. So be sure to keep keyword intent and relevance top of mind as you research.

How many keywords should I use?

It’s a question that has withstood the tests of time (spent on digital marketing): what are the optimal number of keywords for SEO content?

Well, for a long time digital marketers organized their entire content calendar around specific keywords — and the number of times to include these keywords on the page. They’d work with their teams to brainstorm focus keywords relevant to their products or services using keyword research tools. Then analyze all the variations of that keyword most likely to be a source of website traffic.

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Unfortunately, as time went on, publications began keyword stuffing; publishing irrelevant, poorly-written content with specific keywords just to drive traffic. Eventually, search engines — largely led by Google, and the constantly-changing Google search algorithm — became more advanced. Instead, a more contextual-based approach to digital content was favored over simply keyword count.The details of Google ranking factors for content on the search engines results pageSo as the power of keywords continues to shift, so does the importance of how often you use them. Yet, deciding how many keywords you should use is

still worth the consideration because it is a matter of keyword density: the ratio of keywords on your page versus the overall word count of the piece.

Aside from using a formula to calculate this ratio, you can also conduct a competitive analysis to examine the keyword density for specific keywords your competitors target.

There’s no magic trick to how to get on the first page of Google when it comes to SEO. To rank well on search engines, you need to consistently create rich SEO content and think about how it fits together in the long term. You must also be clear about your content strategy and the keywords you use to guide it.

Leveraging keywords to build your content foundation enriches your content marketing strategy and teaches you how to get traffic to your website — now, we’re going to tell you how to find them.

How to find keywords for content strategy in Google keyword planner1. Clearly define your target buyer persona.

Having a clear understanding of your ideal audience is the key to any marketing endeavor. With keyword research, you must understand what questions you can answer or problems you can solve for this target buyer persona. At this point, it’s okay to think in broad search terms regarding what those problems or questions are.

Buyer persona as defined as a representation of your ideal customer based on market research and real data

For instance, if you’re a PR agency, you need to find leads who are interested in hiring a third party to help them run a PR campaign. To do this, perhaps you begin by writing digital content that answers the question “How to run a successful PR campaign”.

A broader content topic is a good starting point for building a pillar page for your topic cluster.

2. Narrow your focus and investigate keyword competition.

Once you determine the overarching question or problem to address, it’s time to get more specific. Getting more specific allows you to cater your content to your target audience, and it helps you leverage less competitive keywords.

I like to narrow my focus keyword by using lsigraph.com. LSI, or latent semantic indexing, is a process of generating search query variations by determining how closely a given search term relates to other search terms. Think of latent semantic indexing tools as a way of brainstorming and generating a lot of keyword ideas quickly and easily.

Latent semantic indexing keyword research tool LSIGraph for idea brainstorming and generating

From there, use keyword tools like Google’s Keyword Planner to analyze a competitive keyword. This analysis allows you to determine which keywords have the most potential for your business.

 Keyword research tool Google Keyword Planner for analyzing keyword competition

3. Collect data, analyze keyword research results, and repeat.

As you create content around specific keywords, keep in mind that a great content strategist doesn’t just throw content out randomly to see what sticks. Consider using a tool like Google Search Console to track how your website is performing for your keywords.

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Search traffic and keyword analysis tool Google Search Console on the platform

Google Search Console can also help you see whether your traffic is increasing from keywords you hadn’t planned on ranking for and this informs your future digital content strategy. Having this knowledge is crucial to further refining your keyword planning and identifying content gaps that have significant potential to bring you new customers.

How to Create Unique Content Through Niche Keywords

What’s great about leaning into less competitive keywords is that it will allow you to build your brand authority within a specific field through clearly defined niche content. Niche content is a specialized writing topic that engages a specific audience’s interests to make a viable impact in your industry’s content market.

If we reexamine our “marketing” example above, we see how difficult it is to make an impact by writing general content on “marketing” in such a saturated market. But what if your content targets a longer, more specific keyphrase like “marketing portfolio examples” and an audience of marketers trying to build or bolster their marketing portfolio?

Creating niche content by researching  less competitive keywordsAs you can see, although the monthly search volume for this keyword is significantly lower, it would be easier for you to get a foothold in the market thanks to this phrase’s lower keyword difficulty. To become more authoritative in your space, you need to incorporate long-tail keywords into your content strategy.

Because these keywords have less SEO competition, it’s easier to establish yourself as a content authority on a given subject — which is invaluable in SEO.

Whether you’re just getting started with keyword planning or looking to amplify your current content efforts, keep your customer persona at the front of your mind, and don’t be afraid to recalibrate your content strategy as you collect more data. Great inbound marketing is about having the right content reach your ideal potential customers when they need it, and getting smart with your keyword approach is a fantastic way to do that.

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Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.

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

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Search


By Tinuiti Team

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

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

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

Decoding Google’s Defensive Move

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

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

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

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

SGE User Experience and Operational Challenges

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

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

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

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

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

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

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

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

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

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

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

Experts Chime in on Search Generative Experience

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

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

– Jon Pagano, SEO Sr. Specialist at Tinuiti

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

–Kate Fischer, SEO Specialist at Tinuiti

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

– Brandon Miller, SEO Specialist at Tinuiti

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

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

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

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

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

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

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

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

Final Thoughts

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

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

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

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

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

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How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

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

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

What are editorial guidelines?

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

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

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

Examples of editorial guidelines

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

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

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

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

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

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

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

NiemanLabsguidanceonroleofaiinyournewsroom

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

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

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

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

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

2. Reinvigorated approach to brand and content 

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

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

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

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

3. Streamline content creation process

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

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

4. 2023 retrospective priority 

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

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

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

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

linkedinpostoneditorialguidelines

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

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

Optimizelycmpscreenshotofeditorialguidelines

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

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

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

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

Screenshot of teams message editorial guidelines

Source: My Teams chat 

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

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

What’s next?

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

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

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

Key takeaways

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

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

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MARKETING

Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

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

The ruining impact of the crisis on business

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

The power of effective communication

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

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

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

Tips on crafting an effective crisis communication plan.

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

Identify your crisis scenarios.

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

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Form a crisis response team.

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

Prepare communication templates.

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

Establish communication protocols.

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

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

Practice and improve.

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

Wrapping up

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

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