Giving social media marketing a strategic purpose

Six key questions to answer in your social media strategy

Assuming that you’re clear on what you need from social media in terms of goals and objectives, there is often a key missing ingredient from a social media initiative – a fully considered strategy. It sounds a little glib, and yet it remains important to be clear on the how and why of implementing and integrating social media marketing into the business.

There are multiple benefits to getting this right:

  • Get buy in from budget holder, project sponsors and senior management
  • Clarity on vision, purpose and direction with business context
  • Ability to scale both the size and scope of the social media programme
  • Budgeting and resource management against objectives and goals, to understand the return against any other marketing activity

I find that strategy is generally misunderstood, and it appears that this is even more the case in social media where focus is so often about the goals (I want 10,000 Facebook Likes) or the tools and tactics (we need a Facebook Fan page).

Strategy is neither goal based, tactical, about timings or the plan itself. A strategy is what’s needed to achieve the goals, the road-map, not the destination.

All men can see the tactics whereby I conquer, what none can see is the strategy out of which victory is evolved.”  – Sun Tzu, The Art of War.

This issue is a marketing wide problem, probably business wide. We certainly have seen the same issues within siloed tactics like search engine marketing, PR, email and display advertising all running individually from any communications strategy. I appreciate that this maybe getting a little marketing textbook, yet a social media strategy desperately needs a wider operational context, it must be aligned with the business strategy and the subsequent communications strategy. Identifying and tying the social media strategy right back to the business strategy is therefore fundamental those 4 bullet points above too, of course. Strategic alignment immediately informs the perspective of the person creating the social media strategy saving a lot of pain further down the line.

Ensuring strategic alignment?

If you want your social media marketing processes and campaigns to deliver something of value back to the business then you need to align with the business. Forgetting the tactical, ad-hoc approach to social media (“We need a Facebook fan page”) which is where most businesses currently are, there are two common strategic approaches that we see:

  • Social media marketing. Whereby you’re most often reacting to the need to be using social media but nonetheless are integrating into a wider communications strategy. Reasonably advanced companies are in this space and it’s where companies investing in the future are very quickly headed. Typically this is where there’s a focus still on “campaigns” focus and how social media marketing can be integrated as a part of that, the listening and conversation is there with the consumers though the purpose remains promotional or at least very marketing orientated. The social tools and techniques have a purpose within the campaign context. Old Spice guy typifies this for me, it’s great, hugely successful and yet it still remains campaign orientated. Tools like Buddy Media for Facebook, and Hootsuite for Twitter in particular have made social campaigns easier to execute for smaller brands, teams and organisations.
  • Integrated social CRM. several big brands seem to be getting really serious in this area, the focus is way beyond marketing and about the consumer and wider market interactions pre, during and post purchase. The case studies that we read about around Dell and Gatorade and their command centres, for example. Stuff of social media marketing dreams! Where the business is so customer oriented and leveraging social media to engage and interact with the consumer, marketing is but one component in meeting the consumer needs. It’s right-side-up marketing done via social media tools, what does the consumer need over what do we want to say.

Key questions to be answered in your social media marketing strategy

Focussing on the marketing strategy, the reality for 99% of businesses, is that there are a handful of questions that are needed to tighten the strategy, and for the sake of this post I’m borrowing a lot from Jay Baer here who I think does a great job on explaining it so succinctly, he pushes us to ask the questions around people first, not abstract concepts, tactics or  tools:

  • Is your strategy about brand awareness, customer engagement or sales? It can only be one of them in reality, otherwise it’s two strategies, two strategies is fine so long as you realise and resource for that – most of us are not in that space.
  • What is your relationship with your intended audience? Jay suggests picking 2 adjacent audience types on this scale: Nothing > Aware of you, but never acted > Acted once > Repeat actions/enthusiasts > Advocates. The value in this question is significant in its simplicity I feel in how it informs your approach to marketing, especially when combined with the next point…
  • How does your audience typically engage in social media? Using the Forrester Social Technographics Ladder, understand how your target audience (as defined by gender, age, and geography) uses social media. Some audience types are not creative and simply want to consume and share content.
  • What’s your purpose? Jay Baer calls this your “one thing”, Joe Pullizzi (from a content marketing perspective) talks about the intersection between you and your audience.
  • How will you be human? Easier for smaller businesses, harder for larger businesses.
  • How will you manage social media? Think not only return on investment and KPI’s, but governance and roles and responsibilities, easier again in smaller businesses where there’s far less hierarchy and politics.
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  • Graham Laing

    Might be something here but your article is so badly written I fail to see any strength in your ‘strategic approaches’. Social media is first and foremost a promotional tool and communications vehicle. For the masses its a modern day vehicle for word of mouth to which the organisation can listen and interact. I agree that each element of the promotional wheel should have objectives, strategy and tactics however objectives can be ‘multiple’ and achieved using the same strategy which should always be based upon focussing on a particular audience or alternatively differentiating from your competitors use of social media. The strategic approaches (as you say) I would consider to be ‘tactics’. But I do agree with you that a lot of people are confused with the concept of strategy but I think in this instance you have confused yourself.

    • http://www.smartinsights.com Danyl

      Hi Graham thanks for taking the time to comment, it’s always appreciated and adds to the discussion – the whole purpose of our site.

      Sorry to hear that you think the post is so badly written – thanks for the feedback though, a motivator for me to improve!

      To clarify my post then…

      “Ensuring strategic alignment”
      My first suggestion here is that the marketing / comm’s strategy and in turn social strategy needs to be aligned to the wider business strategy. My point here is that a social media (a sub-set most often of a comm’s strategy) can typically be found in two broad strategic areas:

      (a) marketing communications (most businesses currently think social in this mode)
      (b) integrated company wide (social CRM), see more in Dave’s post here.

      So, you’re point that “Social media is first and foremost a promotional tool” simply isn’t true – that is but one strategic option. For option (b) above, businesses leverage social tools primarily for customer service, that is the opposite to promotional. Indeed the expert commentators (Jay Baer, Gary Vaynerchuck, Chris Brogan, Seth Godin… etc) tell us that customer orientated and business wide adoption of a social strategy and social tools should be the primary purpose and built in to every level of the. Not marketing per se. I think Gary V’s book (The Thank You Economy) explains that well.

      “Key questions to be answered in your social media marketing strategy”
      In this section of the post I think you misunderstand these as tactics. They’re absolutely not, they’re 6 under-pinning questions to ask during creation of a social strategy. Assuming you’re clear on the above two strategic areas these questions help tighten your social strategy and ensure it has a purpose – the title of the post.

      I feel that it’s important to ask the people and brand based questions to evolve a typical marketing comm’s strategy onto something that incorporates social media, and Jay Baer does this so well which is why I borrowed from him.

      Hope this clarifies.

      Thanks,
      Dan

  • Graham Laing

    There are absolutely no doubts that social media is primarily a promotional tool. The whole point of ‘marketing’ is a matching process between the capabilities of the organisation and the needs of the customer – the process of matching is promotional in nature and fundamental to the concept of marketing. Social media fits with ‘P’ – promotion. I accept your argument (well I think thats what you are trying to say?) that social media is also the ‘P’ – product in that it serves to support in the product through after sales care or even a ‘vehicle’ to ‘sell’ the product. But thats what exactly it is a ‘vehicle’ or ‘platform’ to provide customer service (as in your example) its not the ‘act’ of ‘customer service’ itself. This is not the ‘opposite’ of promotional as you say. It is a ‘promotional act’ in itself. To embark on engaging with the customer publicly or socially in the public realms in such a way is informing the mass audience that you are willing to respond to criticism or feedback about the product or service – again a promotional act.

    “ndeed the expert commentators (Jay Baer, Gary Vaynerchuck, Chris Brogan, Seth Godin… etc) tell us that customer orientated and business wide adoption of a social strategy and social tools should be the primary purpose and built in to every level of the. Not marketing per se.”

    Everything is marketing. If a market orientation is present in the organisation then yes social media is a platform which should be considered, as one of the many platforms in which customer needs are matched with capabilities.

    Personally I think you are confused with what a strategy and tactics are. I would not align social media use with the business strategy, I would align use with the business ‘objectives’. The business strategy could involve a mixture of cost leadership, differentiation and focus and it would be difficult to achieve. Your marketing plan would have so many strategies it would almost be impossible keeping track of them. Social media is a promotional and communications tool and the management of which is best dealt with in communications planning of what where how and when.

    What I will add is that SEO and social media is being ‘sold’ as a black art by the thousands of agencies that have sprung up overnight many of whom have backgrounds in IT, programming and web design. Many of the entrepreneurs in these fields do not have a background in marketing and either dont understand the fundamentals of marketing or sometimes more importantly where social media fits into the marketing model of the business. Its always ‘strategy this’ and ‘strategy that’, and the word strategy is in danger of being demonised and complicated when simplicity should prevail.

    Oh and the 6 point thing i.e. ‘how will you manage social media?’. This is not a strategic question its purely tactical, its the day to day project management of the platform. Same as for the other points.

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  • http://www.smartinsights.com Danyl

    The first line of your response explains why we’re so different! I feel social media boils down to relationship building, not promotions. Marketing is about people, the consumer, not what we want to promote. A relationship earns us the right to promote as if when relevant. Equally, the benefit of relationships is they enable the sharing of our story within the consumers own network.

    The debate of strategy and my confusion over what it is we’ll clearly have to disagree on! :-)

    Your example, “Social media is a promotional and communications tool and the management of which is best dealt with in communications planning of what where how and when” assumes marketing owns social media, without repeating myself this is but one way, see my point (a) in the post, it seems that you only come from a marketing view-point. Social media is more importantly a business wide opportunity, way beyond marketing. Check out Dell’s Ideastorm and command centre and consider Charlene Li’s thoughts on Open Leadership.

    My point 6 is a question within governance, for that reason I’d say it’s a strategic concern and I feel we’re arguing semantics there.

    Regarding agencies, consultants and the wealth of “experts” – that’s a different debate! Despite being a marketer, I don’t think a background in marketing is the most useful indicator to success, a passion for the consumer and experience of selling is. So someone that “gets the consumer” and has an awesome product idea will make a great entrepreneur – and we keep seeing this now.

    Your thoughts have added to this post and it encourages the debate, so thanks very much for sharing your thoughts here, I appreciate your time!

  • Graham Laing

    “….Marketing is about people, the consumer, not what we want to promote…”

    Its been a good little debate and no doubt have fallen to my professional trolling skills (;-P), however I do think you are making some fundamentally inaccurate statements with regards to the philosophy of marketing and unfortunately the problem (where social media fits) flows from there. Marketing, from the organisation side, is principally and fundamentally about ‘promoting’. An organisation would not be in business if it wasn’t ‘promoting’ something. True marketing is the ‘matching’ process, the organisations ‘capability’ (to produce a service or product) with the ‘need’ of the customer.

    Marketing is about two parties interests – not one. Whats the point of understanding fully the customer need but not having the capability to produce?

    Social Media (the use of web-based and mobile technologies to turn communication into interactive dialogue?) is no different from a telephone system. It connects people. It is not the service or product itself – its merely the means of enabling people to communicate. On that basis I fail to see, in the absence of an organisation ‘telephone system’ strategy’, why there is a need for a ‘social media’ strategy outside of the marketing or communications planning system. For granted, social media has an operational aspect in that certain channels now have to be managed and manned but these again are the issues associated with the evolution of marketing similar to the age when telephony improvements made purchasing and customer service possible.

    Unfortunately I have always reported to Boards or Investors that would not understand the concepts of ‘Open Leadership’, its just too rhetorical. In this environment they want to see the cost of implementation and the pecuniary benefits without the ‘jibber jabber’.

    But thanks for your responses its good to see how Smart Insights approach social media and how you guys see it fitting in the business. This is an excellent site and I will definitely keep reading.

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