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Adobe Social Operational Readiness Playbook Created by: Scott Rigby and David Contreras Date: July 2015

Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

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Page 1: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

Adobe Social

Operational Readiness Playbook

Created by: Scott Rigby and David Contreras

Date: July 2015

Page 2: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

Playbook Objective

The objective of this documents is to get your businesses operationally ready for the

implementation and deployment of Adobe Social. This will help you and your organisation – as

new Adobe Social user - to drive maximum value from your investments in Adobe technology.

Although we have seen many projects succeed, others have faltered due to a lack of internal

investment in the businesses to ensure they are operationally ready to adopt this new

technology. This playbook will help guide you to avoid some of the common areas we have

identified as missing in less successful deliveries.

The recommendations and best practices in these playbooks are ideally intended to be applied

to your business in parallel to your technology solution deployment, to ensure that by the time

you go-live with your solution your business is best positioned to drive value realisation from

your investment.

The playbooks use a common digital governance structure focusing on the key areas of

leadership, strategy, people, product and process to deliver a robust approach to readying your

business whether you are deploying one Adobe solution or multiple.

This playbook should be read by:

Chief Marketing Officer Head of Digital, Head of Strategy, Head of Marketing, Head of Customer Insights Head of Social, Publishing Leads, Social Analysts, Moderation Leads, Monitoring Leads Solution Architect, Head of Implementation, Digital Implementation Leads Program Manager, Project Manager, Business Analyst

Page 3: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

Table of Contents

1 INTRODUCTION ...................................................................................................... 6

1.1 About Adobe Social ......................................................................................................6

1.1.1 Adobe Social Capabilities ......................................................................................7

1.2 About this Playbook ......................................................................................................8

2 LEADERSHIP........................................................................................................... 9

2.1 Sponsorship ..................................................................................................................9

2.2 Buy-In ...........................................................................................................................9

2.3 Communication .............................................................................................................9

2.3.1 Communication management ................................................................................9

2.3.2 Recommended communications process and principles ........................................9

2.3.3 Setting communication goals .................................................................................9

2.3.4 Recommendations on a communication approach .................................................9

2.4 Accountability ................................................................................................................9

2.4.1 Steering committee ................................................................................................9

2.4.2 Common roles and responsibilities within a steering committee .............................9

2.4.3 Setting up a working group ....................................................................................9

3 STRATEGY .............................................................................................................. 9

3.1 Adobe Social Maturity Model.........................................................................................9

3.1.1 Key dimensions of Social Media Marketing ..........................................................10

3.2 Focus ..........................................................................................................................15

3.2.1 Digital Strategy ....................................................................................................15

3.2.2 Key Performance Indicator: ..................................................................................18

3.3 Alignment ....................................................................................................................20

3.3.1 Refining Social KPIs: Integrate with Business Objectives.....................................21

Page 4: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

3.3.2 Standardising Social Media Processes ................................................................23

3.3.3 Integrating marketing channels ............................................................................24

3.3.4 The Four Pillars of Social Media Strategy ............................................................26

3.4 Innovation ...................................................................................................................27

4 PEOPLE ................................................................................................................. 28

4.1 Expertise .....................................................................................................................28

4.2 Structure .....................................................................................................................28

4.2.1 Structures Types ..................................................................................................29

4.2.2 Business Recommended Organisational Structure ..............................................30

4.2.3 Roles & Responsibilities ......................................................................................32

4.3 Resources...................................................................................................................34

4.3.1 Resource Model ...................................................................................................35

4.4 Community..................................................................................................................36

4.5 Culture ........................................................................................................................37

5 PROCESS .............................................................................................................. 38

5.1 Deployment.................................................................................................................38

5.1.1 Implementation Methodology ...............................................................................39

5.2 Publishing Workflows ..................................................................................................39

5.3 Moderation Workflows.................................................................................................40

5.4 Usage .........................................................................................................................42

5.4.1 Administration ......................................................................................................43

5.4.2 Access Levels ......................................................................................................45

5.5 Sustainability ...............................................................................................................46

5.5.1 Maintaining a Single View of the Customers ........................................................46

5.5.2 Process to Adopt Traditional or Emerging Channels ............................................47

5.5.3 Track and Upgrade ..............................................................................................47

Page 5: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

5.5.4 Optimise and Report for Success .........................................................................47

5.6 Using the Real-Time Twitter Preview Feature to Fine-Tune Rules ..............................47

6 TECHNOLOGY / PRODUCT .................................................................................. 49

6.1 Solution fit ...................................................................................................................50

6.1.1 Solution Architecture ............................................................................................50

6.2 Integrations .................................................................................................................50

6.2.1 Marketing Cloud Integrations ...............................................................................50

6.2.2 Common Third-Party Integrations ........................................................................51

6.3 Democratization ..........................................................................................................52

6.3.1 Automation ..........................................................................................................53

6.4 Leveraging your investment (The Big Picture) .............................................................54

7 CHECKLIST ........................................................................................................... 55

8 ADOBE SOCIAL PRODUCT MATURITY ACTIVITIES ......................................... 56

9 ADOBE CONSULTING OPERATIONAL MATURITY REVIEW............................. 56

10 ADOBE SOCIAL GLOSSARY OF TERMS ........................................................ 57

11 ADOBE SOCIAL TEMPLATES .......................................................................... 59

11.1 Social Media Marketing Framework ............................................................................59

11.2 How to Create a Content Schedule Template .............................................................60

11.3 Key metrics on Social Media .......................................................................................61

11.4 Common KPIs and Calculated Metrics ........................................................................62

11.5 Deep dive insights request template: ..........................................................................63

Page 6: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

1 Introduction

1.1 About Adobe Social

For generations consumers have trusted people for reliable information about products, services

and purchase decisions. Social interactions in the digital world strongly influence our daily

consumption habits. In fact, 92 per cent of consumers state that they rely on information from

people they know, or interact with, online1. This is why it makes sense for organisations to work

hard to build trustworthy relationships with their audiences and influence positive behaviours

towards brands, communications and promotions.

Adobe Social leverages Adobe’s core strengths in content and data to deliver a comprehensive

social marketing solution that combines strategic services with enterprise-class software. Fully

integrated with Adobe Marketing Cloud, Adobe Social is the only platform that enables

marketers to track the performance of social content across the customer lifecycle and identify

not only the messages and behaviours that drive engagement, but also measurable brand

impact. By delivering smarter data, Adobe Social helps marketers optimise content strategies to

improve social relationships in the form of reach, engagement and influence. And better

relationships lead to better business results.

Adobe Social enables your organisation to:

Manage all social activity with a single solution by monitoring and moderating social

conversations and analysing social engagement and conversion.

Streamline content development and delivery by accessing robust β€œlistening” data to

identify content and topics that matter to your audience.

Understand the impact of your social efforts across social media channels and your

Web siteWeb site.

Build relationships with key influencers by helping you identify individuals and

audience segments most likely to drive conversion and learn which types of posts and

messages effectively engage influencers.

Integrate social with your other digital marketing efforts and take advantage of

integration with Adobe Marketing Cloud to put social media into context. Track social

1

Page 7: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

media conversions, improve targeting and optimise onsite experiences by leveraging

social data and customer activity.

1.1.1 Adobe Social Capabilities

Scale efforts across any number of stakeholders.

Assign and control access to multiple users.

Consolidate workflows for a holistic view of your social landscape.

SOCIAL ACCOUNT

MANAGEMENT

Monitor trends, opportunities and potential

business.

Track customer sentiment and measure your share of

voice.

Access real-time moderation queues.

LISTENING AND

MODERATION

Publish to multiple social channels at once.

Target custom audiences by demographic, geographic and social profile parameters.

Amplify the reach of important posts with

advertising.

INTEGRATED

PUBLISHING

Create and deploy custom engagement experiences like contests, galleries, polls and coupons.

Collect profile data to leverage in other marketing programs.

APPLICATION BUILDER

Monitor more than 100 engagement metrics across your entire social

presence.

Identify content types, social networks and key influences to drive engagement.

Predict post performance based on historical data.

SOCIAL ANALYTICS &

PREDICTIVE INSIGHTS

Monitor performance and report on which channel influenced the most

conversions.

Optimise content strategy and amplify campaigns.

SOCIAL ROI

Page 8: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

1.2 About this Playbook

This document follows a structure that will help you understand the key focus areas to nurture

the implementation of Adobe Social. This structure is based the digital governance framework,

which creates the appropriate business environment for digital to succeed. It includes:

Leadershipβ€”Executive buy-in and support for the implementation and adoption.

Strategyβ€”Clarity and alignment around key business goals for evaluating digital

performance.

Peopleβ€”Resources, expertise and the appropriate team structure to run Adobe Social

effectively.

Processβ€”Procedures, project management and workflows for deploying and using

Adobe Social effectively.

Productβ€”Solution fit, common integration and automation.

What’s different about digital? Everything.

Adobe Digital Governance Framework.

People

Culture shift, new skills, strategic in-sourcing, diverse talent and skillset.

Strategy - Aligned to business goals, common goals and KPIs, communicated to business.

Process

β€˜Always-on marketing’, testing and next-best offer. A single source of truth. Digital and traditional merge.

Product (Technology)

Deploy the right technology to deliver the best customer

experience.

Leadership

Stakeholder buy-in, single executive sponsor, defined program of work and Budget, insight-driven culture.

Page 9: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

2 Leadership

3 Strategy

Gaining a clear vision of what it takes to be able to assess and measure your social media

marketing efforts is critical to becoming a high-performing business. Strategy is divided into

three main areas: Focus, alignment and innovation.

β€œ74% of business executives say their company has a business strategy.

Only 15% believe that their company has the skills and capabilities to

execute on that strategy.”

Forrester: Accelerating your digital business, 2013

3.1 Adobe Social Maturity Model

Nowadays, a great number of businesses are expanding their

marketing portfolio and investing more into social media

publishing, advertising, monitoring, moderation and customer

response and listening activities. These organisations might be

achieving acceptable results, but they might be navigating in

the dark by not having clear roadmap on how their β€˜state of the

art’ is and how to evolve into better competency levels.

Take a first step and assess the social media marketing maturity state of your organisation by

applying the maturity model developed by Adobe. This model outlines key social media

marketing components and includes best practices across dimensions based on the experience

of Adobe Social experts, consultants and conversations with Adobe customers. This model also

includes insights from industry analyst research and cross-channel marketing specialists.

Tip

Check the self-assessment tool to

assess your organisation’s social

media campaign management

maturity.

Page 10: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

3.1.1 Key Dimensions Of Social Media Marketing

The social media marketing maturity model comprises best practices within eight dimensions:

β€’ Strategy: Relates to the level of talent, executive sponsorship, technology resources

and the overall investments applied to social marketing at your organisation.

β€’ Governance: The way in which social stakeholders are organised within the company,

stakeholder access to information and tools and the processes for integrating social into

the broader marketing organisation.

β€’ Presence: Refers to the positioning of your social media landscape and what elements

are playing actively to engage with your audiences.

β€’ Community engagement: The way in which your organisation is able to filter, process

and respond to customer conversations across the social Web.

β€’ Content: Refers to the quality and cadence of social posts in addition to the data and

tools used to optimise and distribute brand messages across social networks.

Page 11: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

β€’ Data collection: Relates to the social metrics the organisation is able to capture in

addition to your organisation's capacity to turn those metrics intro actionable insights.

β€’ Data analysis: Refers to the utilisation of social data to obtain marketing insights which

inform marketing practices to power business decisions.

β€’ Relationship management: Refers to your organisation's ability to access and apply

information about your social audience to engage customers and improve relationships.

Click on this link to assess your organisation’s social media optimisation maturity model.

DIMENSIONS MATURITY LEVEL

STRATEGY Social media

marketing is used

only as a reactive

and opportunistic

way of

communication.

There is no clear

strategic plan on

how social media

can be used to

achieve

organisational

goals.

Few social media

technologies are

used to publish

content.

Social media is

seen as a

marketing channel

used to engage

with customers.

Social media is

mostly used for

publishing.

There is an

operational

structure to

publish content to

the market.

Social media is

not yet seen as a

tool to achieve

organisational

goals.

There is a

strategic roadmap

on how to utilise

resources. This

has not been

implemented yet

Social media

technologies are

currently used to

conduct

publishing and

monitoring

activities. There is

an orientation to

increase the

scope of

possibilities

towards listening

and moderating.

Social media

technologies are

not articulated.

Resources are

available but not

always easy to

get access to.

Technology is

used to publish.

listen, monitor and

moderate

conversations.

Social media is

somewhat a key

contributor to the

achievements of

the organisational

KPIs.

Social media

technologies are

not articulated or

highly

decentralised,

even though

processes are

clear.

Sufficient

resources

dedicated to run a

social marketing

practice.

Social team highly

qualified.

Technology is

used to publish.

listen, monitor and

moderate

conversations.

Social media seen

as key contributor

to the

organisation’s

success.

Social media tools

are integrated

with most

marketing

software.

AD-HOC OPERATIONAL

STRATEGIC ADVANCED

BEST IN CLASS

Page 12: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

GOVERNANCE social media team

is limited.

There are no

workflows in place

to edit, publish,

monitor or

moderate content.

social media is

used only to fulfil

eventual

opportunities.

Key team players

manage the social

media operations

and work in

isolation.

Low involvement

from members of

other business

units.

There are no

processes

established as to

what are the best

practices to

escalate

involvement

across the

business.

There is

documentation on

best practices for

stakeholders to

manage social

media operations

at all levels.

Limited adoption

due to low

involvement of

stakeholders.

Stakeholders

have clear,

manageable, and

specific tasks

aligned to their

role as editor,

moderator,

approver, etc.

Social teams are

structured and

although data and

content flows

throughout the

organisation there

are processes

that may improve.

Technology

centralisation is a

challenge.

Stakeholders

have clear,

manageable, and

specific tasks

aligned to their

role as editor,

moderator,

approver, etc.

Social teams are

organised and

structured across

regions and

departments in a

systematic and

scalable structure.

Content and data

is shared

efficiently across

key teams in the

organisation.

Update and

training programs

are in place.

PRESENCE social media

channels are used

consistently.

There is not a

voice or branding

communicated.

social media is

used as a one

way of

communication.

Few social media

channels are

being used.

Branding and

message is

repetitive and

does not relate

with key

audiences that

use each social

media network.

Customers may

comment but

responses arrive

with delays.

Social media

voice is

unarticulated but

consistent.

Digital content

can be shared

from key channels

such as the Web

siteWeb site.

There are efforts

in place to

encourage

conversations

with customers.

Own active and

branded presence

on several public

social networks.

Promote social

presence across

several digital

channels.

Content is easy to

share and

customers can

reach out at any

given time.

Most campaigns

contain social

elements.

Own active and

branded presence

on several public

social networks.

Promote social

presence across

several digital

channels.

Content is easy to

share and

customers can

reach out at any

given time.

All marketing

campaigns

contain social

elements.

COMMUNITY

ENGAGEMENT

There are no

practices in place

to engage with the

community.

Few stakeholders

dedicate time to

respond to user

conversation.

There is no

documentation or

protocols in place

to keep track of

conversation or

generate best

practices for

future reference.

Key leaders in the

organisation are

responsible for

monitoring and

moderating

conversations in

social media.

There are no

activities to

assess customer

sentiment.

Social

conversations are

monitored and

escalated

promptly.

There are no

formal activities in

place to assess

customer

sentiment or

interactions

across social

Conversations are

being constantly

monitored.

Historical data is

archived for future

learning and

reference.

There are

processes in

place to route

content internally

Page 13: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

There is no

moderation,

listening and

monitoring taking

place.

media channels.

There are learning

processes to

share experiences

for future

reference.

and address

urgent customer

comments.

There is the ability

to monitor and

assess external

social content,

sentiment and

keyword

performance.

Automation to

respond to

interactions is

existent, fully

deployed and

integrated with

CRM.

CONTENT There are no

methodologies to

produce and

publish content.

Content is not

tracked for

performance

assessment.

There are

methodologies in

place to produce

and execute

across a

promotional

calendar.

Content

opportunities are

mostly seasonal

or opportunistic.

Content is not

tracked for

performance

assessment.

There are

practices in place

to identify content

opportunities.

There is a content

calendar across

different time

periods.

There is

organisation and

consistency on

the key moments

of the day or

weeks to publish

content on social

media to increase

reach and

success.

Consistently

publish social,

informative,

entertaining and

valuable content.

Use performance

data to identify

common

characteristics of

the most

engaging or

effective social

messages

Leverage known

audience data to

target content to

distinct social

platforms.

There are

methodologies to

identify and curate

content that can

be used.

Defined

parameters –

such as target

audience, current

trends, and peak

engagement

hours – to

automate content

development and

publishing.

Consistently

publish social,

informative,

entertaining and

valuable content.

Use performance

data to identify

common

characteristics of

the most

engaging or

effective social

messages.

Leverage known

audience data to

target content to

distinct social

platforms.

There are

methodologies to

identify and curate

content that can

be used.

Defined

parameters –

such as target

audience, current

trends, and peak

engagement

hours – to

automate content

development and

publishing.

DATA

COLLECTION

There are no data

collection

activities in place.

There are some

data collection

activities and

reporting

Data is collected

when required for

specific content or

campaigns.

Social analytics

systems

incorporate mostly

engagement and

Social analytics

systems

incorporate

engagement,

Page 14: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

procedures in

place.

cross channel

marketing

campaign data.

listening, cross-

channel marketing

campaign and key

customer data.

DATA

ANALYSIS

Data is limited

and analysed

natively in each

social media

network used and

is rarely used for

feedback and

reporting.

Data is rarely

analysed natively

in each social

media platform.

There is ability to

identify the types

of content

relevant for each

social platform

that possibly can

drive positive

results.

There is an

understanding of

the impact of each

action taken in

social media

across different

digital channels.

There are formal

reporting and

feedback

procedures to

ensure

performance

optimisation and

improvement.

Able to identify

the types of

content and social

platforms that

drive the most

positive

interaction with

your brand.

There is an

understanding

how social media

interaction directly

impacts Web site

activity.

There is a basic

understand of the

roles that each

social platform

plays in the

customer decision

journey.

There are

methodologies in

place to allocate

budgets to

content

production and

performance

improvement.

Able to identify

the types of

content and social

platforms that

drive the most

positive

interaction with

your brand.

Understand how

social media

efforts influence

brand metrics,

including

awareness,

sentiment and

preference.

Understand how

social media

interactions

directly impact

Web site activity

and other digital

channels.

Understands the

specific role that

each social

platform plays in

the customer

decision journey.

Apply media mix

modelling

strategies that

include social to

most effectively

allocate budget

and resources

against desired

KPIs.

RELATIONSHIP

MANAGEMENT

There are no

practices in place

to identify

influencers.

There are limited

resources to gain

knowledge of

customer profiles

and enable

opportunities to

influence

behaviours across

the decision

There is an

opportunistic

approach to

finding relevant

audiences or

brand advocated.

Some of the

profile data is

linked with CRM

systems.

There are limited

resources to gain

Social profile data

is linked and

integrated

between

platforms,

allowing visibility

of social activity

and brand

interactions.

Opportunities to

engage with

influencers are

identified

Social profile data

is linked and

integrated

between

platforms,

allowing visibility

of social activity

and brand

interaction.

There is the

means to identify

audience

segments.

Social profile data

is linked between

platforms,

creating a holistic

view of the social

activity and brand

interaction

associated with

specific

individuals.

There are

influencer

audience

Page 15: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

journey knowledge of

customer profiles

and enable

opportunities to

influence

behaviour across

the decision

journey

empirically.

Customer profile

data is linked with

social profile data,

enabling

identification of

trends in the

purchase

behaviour and

preference of

social audiences.

segments

comprised of

brand advocates

with high levels of

social influence as

determined by

their follower

count, expertise,

and ability to drive

conversions.

Ability to

automatically

generate content

or offers for

individuals or

groups of

individuals based

on their current

stage within the

decision journey.

3.2 Focus

Focus means understanding and focusing on the organisation’s key business goals and

strategic initiatives to achieve objectives. It is also important to prioritise these goals and their

scope and timing for completion. As business competitive environments change it’s also

important to review your business strategy and goals on a quarterly or bi-annual basis to ensure

they remain relevant to the current environment.

3.2.1 Digital Strategy

One of the biggest digital challenges organisations face is being able to define what they are

trying to achieve across your social and associated digital channels. Just as with corporate

websites, a Social marketing program has multiple owners and stakeholders, sometimes with

competing interests, that can produce counterproductive results. What also makes Social

special is that key stakeholders may not just be in digital marketing, but may include Customer

Service, Public Relations, Brand Management and Market Research. Defining and finding the

balance between these stakeholders will allow an organisation to define a full Social strategy

and its KPIs.

Page 16: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

A clear social strategy enables your team to align its activities to the priorities of your business

and succeed as an integral part of your organisation. A key point to consider is that your social

strategy should always be aligned to the overall business goals of the organisation.

A suggested digital strategy framework

These are steps you can follow to craft your digital strategy:

β€’ Identify all of the key stakeholder groups that have input into your company’s Social and

digital approach.

β€’ Gather key business objectives from each group separately.

Page 17: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

β€’ Merge the goals into a set of four to five key objectives.

β€’ Based on your understanding of the corporate strategy, prioritise and rank the list of

goals.

β€’ In a group meeting review and refine the goals with key stakeholders. If needed, involve

a neutral third party to mediate potential disagreements.

β€’ Based on stakeholder feedback, finalise the business objectives and define KPIs to

measure these by.

β€’ Share an overview of the agreed upon digital strategy with key stakeholders.

Key terminology

3.2.1.1 Enterprise Key Business Goals

β€’ Strategic business goals and objectives.

β€’ Aligned across the business at an enterprise level.

β€’ Tied to increased revenue (or decreased costs).

β€’ Can include a medium to long term vision of the company.

Examples: Increase brand awareness, drive consideration and conversion and improve

customer satisfaction.

3.2.1.2 Social Goals

β€’ Strategic business goals and objectives for your digital channel.

β€’ Identifies how the digital channel will contribute to achieving enterprise goals.

β€’ There can be more than one digital goal for each enterprise goal.

Examples: Increase online sales (by 5%), increase online audience and brand awareness (by

10%) and increase online and social media customer satisfaction (by 5%).

Page 18: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

3.2.1.3 Initiatives:

β€’ Strategic digital goals.

β€’ Actionable projects.

β€’ Relates to the digital channel as a whole.

Examples: Create and diversify content for a social media presence, drive traffic to the Web site

from social media sources, create engaging content and create content partnerships with

specialised bloggers.

3.2.1.4 Tactics

β€’ Specific actionable online business requirements.

β€’ Gaps in achieving online initiative and goals.

β€’ Achievable end goal.

Examples: Measure social channel conversion rates, measure customer service time to

respond, email delivery and engagement, measure application form abandonment and report

mobile usage.

3.2.2 Key Performance Indicators

Focus also includes defining the key performance indicators (KPIs). In social media marketing

these indicators can be metrics such as number of social media followers, percentage of traffic

generated in addition to online revenue or applications associated to social media customers

along with associated targets for those metrics (for example, increase application rate by 30%).

A common mistake when setting KPIs is selecting random metrics from an industry-related list

and expecting they will fit and perform towards achieving your unique business goals. Make

sure you always start with understanding your business goals before selecting appropriate KPIs.

As you deploy your digital properties using Adobe Social you will be able to use these KPIs to

understand the impact changes in content, design and architecture have had on your business.

Page 19: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

What are key performance indicators?

When implementing Adobe Social, ensure that your KPIs are

measured. However, Social KPIs are difficult, and many

experts still disagree on what Social ROI looks like. Social

KPIs may be direct site conversion for some industries like

Publishing, Media & Entertainment, but may relate more to

customer service, brand awareness and brand loyalty for

others. Understand where you fit, and focus your KPIs on

these strategic measures.

Ask yourself this: If your CEO was stuck on an island and

you could tell him only three things about your business so

he would know the business was healthy, what would you tell

him about social? If you said you have 1 million Facebook

followers, that tells him nothing.

If you tell him your awareness campaign increased your

overall follower base by 10 per cent during the past quarter

β€” in contrast to 2 per cent in the previous period β€” and in

addition reflected on a 6 per cent peak in customer β€˜loyalty

and retention’ through Web revisits that is something he will

understand as a true measure of business success. There is so much opportunity to measure

What they are:

β€’ Quantifiable, measurable and

actionable

β€’ Measure factors that are critical to

the success of the organisation.

β€’ Tied to business goals and targets.

β€’ Limited to 5 to 8 key metrics.

β€’ Applied consistently throughout the

company.

What they are not:

β€’ Metrics that are vague or unclear.

β€’ β€œNice-to-knows” or metrics that are

not actionable.

β€’ Reports (e.g., top search engines,

top keywords).

β€’ Exhaustive set of metrics.

β€’ Refutable.

Tip

When creating your KPIs

remember the acronym

S.M.A.R.T. Performance

indicators must be:

Specific: to precisely define

the goal and it’s expected

outcome.

Measurable: to be able to

understand what success

means.

Assignable: to individuals

or teams.

Realistic: and yet

challenging to drive great

results.

Time-based: built to drive

results fast yet realistic.

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initiatives and improve on them based on four or five metrics that you can keep yourself busy for

months and even years. Don’t fret about measuring every little last detail, you’ll drive yourself

crazy and you won’t be supporting your business goals.

β€œCompanies with greater digital capabilities were able to convert sales at a

rate 2.5 times greater than companies at the lower level did.”

McKinsey & Co. March 2015

Example (business objectives and metrics)

Business objective Social KPI Key metrics

Build awareness and foster discovery.

% increase in the follower base over the next six months.

Number of total fans and followers.

Drive consideration and conversion.

% increase in traffic from social channels.

Conversion rate from social consumers. Number of purchases from social channels.

Engage and improve consumer experience

Maintenance % of engagement rates.

Number of comments, shares, tweets, likes, etc… Number of page views and application downloads.

3.3 Alignment

Organisations are dynamic. Business strategy changes, leadership changes, Web sites and

communications in general are redesigned, the market landscape changes, new services and

products are introduced, marketing campaigns are launched, new channels appear, new

competitors are born and so on. All these changes make it difficult for leaders to ensure

alignment between the company’s current strategy and the implementation of digital solutions.

To make sure there is a proper alignment between your Adobe Social implementation and your

digital strategy your measurement strategy needs to be dynamic and adjust as changes occur

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within your business. Having a member from the digital team sitting in the steering committee

can ensure that the team knows what is happening within the business and any possible

changes in priorities. The following are key factors that need to be considered:

3.3.1 Refining Social KPIs: Integrate With Business Objectives

Once your organisation has set the overall business objectives it is necessary to translate them

to the context of your social media landscape and create the set of tactics to be able to deliver

them.

Social media goals: the most common types of social

media goals you can set for your organisation are as

follows:

Awareness: To build awareness and foster

discovery.

Engagement: To improve consumer experiences

and drive engagement.

Conversion: To drive specific actions and behaviour.

Awareness

Engagement

Conversion

Current and past tactics

Competitors

Other industries BR

AIN

ST

OR

M I

DE

AS

CU

RA

TE

TA

CT

ICS

– K

PIs

CHANNEL 1

CHANNEL 2

CHANNEL 3

CHANNEL 4

CHANNEL 6

ME

AS

UR

E

SOCIAL GOALS

BENCHMARK IDEATION CHANNEL

SELECTION GOALS

Retention

CHANNEL 7

CHANNEL 8

Tip & Trick

In the templates section there

is a set of metrics you can

use to build your social media

KPI structure.

Page 22: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

Retention: To establish a long-lasting relationship.

Common examples of social media objectives are as follows:

Benchmark: Gain knowledge of the possibilities with social media. In this phase you should be

able to acquire knowledge on all your previous and existing social media campaigns and

explore what your main competitors are doing to engage with their communities. In addition to

this, although is not a common practice, we encourage you to explore social strategies from

other industries. You will be inspired to employ creative tactics that you haven’t considered.

Ideation: Once you have observed what is possible it is time to gather your team and create the

support mechanisms to achieve your business goals. We encourage you to be as wild and

creative as possible because in this phase you are not required to think about, or feel

constrained by, budgets, processes or business politics β€” you will narrow these ideas in the

next phase known as β€œcurate tactics” where you will scope, prioritise and create a plan of

execution based on your resources and selected channels.

Channel execution: In this phase your social media strategy is in action. Make sure the

appropriate tracking and monitoring methods are in place so you can evaluate the ongoing

progress of your campaigns in terms of your business objectives.

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3.3.2 Standardising Social Media Processes

Marketers often struggle to integrate the data available to assess business performance for

specific campaigns. The more channels appear, the more challenging it is compile, analyse and

process data to extract useful insights that can lead to business growth. Social media is no

stranger to this matter β€” business leaders have a tendency to believe that social media metrics

and practices often lack founded consistency and reflection of the key business orientation.

However, the following steps are proposed as a guide to help organisations gain a stronger

visibility of their social marketing initiatives and develop strong programs for their customers.

Step 1 – Challenge your traditions: Organisations that are flexible and open to embracing fast

changing environments will be β€” at their foundation β€” skilled enough to champion any

challenges in the competitive and fast changing arena of social media. Make an organisational

effort to transform your traditional business rules, structures and measurements and apply them

to these new channels.

Step 2 – Create to learn: Most organisations currently participating in social media marketing

are still finding their place in this new environment. Don’t be afraid to distance yourself and test

creative approaches to set your processes right and get your audiences engaged. The key point

here is to gain visibility on how your audience behaves, interacts and reacts to your efforts and

how these processes work best for your organisation. This will bring you valuable learning you

can use in your future marketing landscape.

Step 3 – Always find alignment: Organisations often get carried away when trying to develop

content publishing plans, establish listening best practices and conduct monitoring and

moderation activities all at the same time. In the long run this will generate operational

inconsistencies and less involvement over time. Get started by creating a framework to help

stakeholders understand what the purpose of the existence of your social media landscape is,

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what their roles and responsibilities are, how the workflows for content publishing and

commentary escalation will operate and, most importantly, how everything will be measured.

Step 4 – Make the loop and find efficiencies: It is recommended that you make an

operational investment and filter the key measurements that are reflecting real opportunities for

your business. Take a step further and find the way to automate processes that are relevant and

are consuming time. Leverage the capabilities of your Adobe Social instance in conjunction with

Adobe’s marketing technology to do the heavy lifting of your automation requirements.

3.3.3 Integrating Marketing Channels

It is likely that your organisation has ongoing investments in marketing tactics at the moment of

the adoption of Adobe Social technology. This is why it is important to ensure your digital

landscape is truly aligned by assessing your organisation’s channel efficiency and ROI and that

you are using all the artillery available to serve your clients competitively.

Digital marketing channels do not work optimally in isolation. Non-consumers use a single

channel to educate and consume the products and services they want. It is recommended you

broaden the reach of your social media efforts by leveraging existing, or new, channels to

increase positive behaviour and generate engagement with your audience.

The diagram below depicts four basic steps your organisation should follow to enable channel

integration and efficiency:

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Integrating marketing channels

Step 1: Design

Gain a deep understanding of how your existing marketing channels are structured. Assess if

the tactics are adequate for each channel and be open to embracing unutilised channels. Also

examine the competitive landscape and analyse what other organisations in your industries β€”

and other industries β€” are doing and how they are doing it.

Step 2: Assign

Once you have a robust overview of the marketing possibilities, distribute and allocate your

tactics and ideas to serve the most relevant phases of the consumer lifecycle β€” check the

digital advertising framework to enable the most commonly used digital advertising channels. At

this stage you are not required to narrow down the list of possibilities. We encourage you to

write down as many ideas as possible including what the creative, channel, content and support

resources which might be needed to achieve them.

Step 3: Plan

The planning phase is the appropriate moment to scope and prioritise tasks in the short,

medium and long term. Create an action plan to allocate resources strategically and start

achieving results.

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Step 4: Feedback

Assess and measure performance in accordance with your KPI strategy and start the process

again.

3.3.4 The Four Pillars Of Social Media Strategy

When thinking about developing your social media strategy consider that it is supported by four

pillars, or levels, of audience engagement that your organisation needs to embrace to master

the social landscape. The four pillars are: Communication, collaboration, education and

entertainment.

The four pillars of social media strategy.

Communication: Every organisation has ongoing communication mechanisms in place to start

and follow-up conversations with prospects, employees, clients and other stakeholders.

However, only few manage to successfully understand and scale the impact of their

communication efforts. Identify what the real purpose of the communication will be throughout

Communication

CollaborationEducation

Entertainment

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your online and offline channels and assess how audiences are perceiving them, how effective

they are and which actions trigger the most beneficial responses.

Collaboration: If you are already using social media channels to communicate with your

stakeholders it is possible that you have noticed that the level of contribution required to deliver

on the daily activities is very demanding. Information needs to flow in order to post a message,

the creative and publishing teams must work efficiently to mobilise across the permission levels

and the monitoring team needs to be constantly paying attention to respond to client requests

and coordinate with the appropriate stakeholder on how to respond them. The way your

organisation establishes these processes is critical for the success of your social media

strategy. Make sure you make time with the people that will be involved with the management of

the solution to plan and execute for success.

Education: Your target audience uses social media channels for many purposes other than to

receive promotional communications. They want to relax, learn what is new in the world and

learn new things about the people (or organisations) they like and follow. Only if they are truly

engaged they will naturally find the means to explore further, learn and possibly purchase a

service or product. Use an educational approach to show your audience what your organisation

does, how it can benefit your audience and how they can establish a long term relationship with

your organisation.

Entertainment: One of the keys to engaging with your audience is to serve entertaining

content. This does not mean that you have to consider a comic approach to your

communications, but to embrace a culture of creativity and experimentation to deliver your

message in different ways which your audience might find appealing. This will move your

organisation to an uncontested space generating engagement with your audience while

differentiating from your competitors.

3.4 Innovation

Once your organisation is consistently delivering relevant marketing messages across multiple

channels, you will be ready to continue gaining competitive advantage by finding the means to

expand the possibilities and generate greater value to your stakeholders. Gather a team of

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visionary innovators and use the data collected from your ongoing campaigns and digital tactics

and empower them to generate new creative ways to improve your customer’s lifecycle.

4 People

4.1 Expertise

Expertise refers to the different skills required by your organisation’s digital and technical staff,

business users and senior executives. Not every group will need the same skills, but an overall

understanding of how a digital strategy and Adobe Social will help the organisation is

fundamental.

Investing in training is a key activity when implementing new technologies. Make sure you have

training programs not only for on boarding new staff, but also for current employees so they can

continue growing their expertise over time. In particular, Social managers or strategists often

lack understanding of digital analytics fundamentals, and digital analysts often need to learn

about social metrics and tools.

Adobe offers a wide range of courses that can help you with your Adobe Social implementation,

as well as Adobe Analytics if you use the two integrated solutions. These courses are available

in multiple formats to suit your needs β€” at one of our regional training centres, online as virtual

learning or onsite at your company. Additionally, Adobe has a team of social media specialists

and consultants that will develop a customised training program to meet your organisation ’s

requirements. Ask your account manager for further information.

To see all Adobe Social courses go to the Adobe Social Course Catalog.

4.2 Structure

A well designed organisational structure will give you and your staff clear guidelines about how

the organisation is put together, who they have to report and delegate to and how information

Page 29: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

flows across different levels. Defining an organisational structure, including roles and

responsibilities, before starting with your Adobe Social implementation will also ensure the

project runs efficiently.

4.2.1 Structure Types

Below is a common list of organisational structures we see in digital organisations.

Dispersed: This structure is typically an early

stage, organic and reactive response to initial

staffing and resourcing requirements arising in

local or specific departments. While this works

well initially, it has limited strategic scalability and

can prove problematic in coordinating a top-down

strategic vision for the long term structure and

direction of digital capability, particularly within a

large and diverse organisation.

Centralised: Digital marketing roles and

capability are centralised into a single area or

team. This is typically characterised by a reporting

structure through to one head of digital, e-

business or e-commerce.

Hub and Spoke: A combination of both, typically

whereby digital marketing expertise is split - some

positioned at the centre looking across the whole

organisation and some sat within divisions or

departments often acting as a connection point

between the Centre of Excellence and local non-

digital teams.

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β€˜Dandelion’ structure: Organisations which have

a hub and spoke approach, but across multiple

units or divisions. This is usually found in larger

corporations that are operationally divided around

key audiences (B2B and B2C, for example) that

might centralise some key digital capability across

the entire corporation, but also could have some

hub and spoke arrangements in each of the key

divisions.

β€˜Honeycomb’ structure: One additional structure

is the holistic, or β€˜honeycomb’, structure, where

each employee is empowered with capability. This

structure might be interpreted as the equivalent of

a fully integrated digital capability where digital

expertise and skills are the domain of a broad

range of people and roles throughout the

organisation. In this scenario no specialist digital

roles exist and no single role has digital capability

as its sole remit.

4.2.2 Business Recommended Organisational Structure

Organisations commonly use a centralised model for digital implementations. In this structure,

all of the digital resources are centralised into a single area or team often with a reporting

structure through to one head of digital, e-business or e-commerce. This is a generic example of

an organisational structure:

Page 31: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

The main advantages of having a centralised model are:

β€’ Consistency and control: Consistent methods, procedures, and terminology.

β€’ Governance and focus: A unified commercial entity, strategy and budgets, ease of

securing senior management buy-in for digital marketing strategy and projects,

consistent standards, greater efficiency in the allocation of resources and ease of project

prioritisation across the organisation.

β€’ Scalability and support: The application of digital expertise to support the wider

business and clarity on where to go for support and advice.

β€’ Social command structure: Consistent operational structures to complete daily social

processes across publishing, monitoring and listening teams.

Marketing Director

Head of Strategy

Business Requirements Specialist

Technical Requirements Specialist

Head of Analytics Channel Analyst

Head of Content Content Producer

Head of Social

Publishing Lead

Monitoring Lead

Listening and Analytics Lead

Page 32: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

4.2.3 Roles And Responsibilities

4.2.3.1 In A Centralised Model

Here are the suggested responsibilities for each of the roles described above.

Role Responsibilities

Mark

eting d

irecto

r

β€’ Position of authority to influence others.

β€’ Key point of contact for executives, business owners and analysts.

β€’ Focuses on corporate-level issues, but maintains visibility into regional or business

unit issues.

β€’ Works closely with the executive sponsor to drive value from analytics across

organisation.

β€’ Drives cultural change and product adoption within the organisation via user

education and other means.

β€’ Manages the core team and commercial relationships with analytics vendors.

Head o

f str

ate

gy

β€’ Drives and owns the digital strategy roadmap.

β€’ Coordinates the ongoing strategy workshops with stakeholders.

β€’ Ensures the business is continually focused and aligned with business objectives.

β€’ Determines the priority of new implementation projects.

β€’ Drives the digital steering committee, not just a β€œWeb analytics” steering committee.

β€’ Manages the business analysts and project management resources.

Head o

f analy

tics

β€’ Focused on overall digital performance with Web analytics being the barometer of

that performance.

β€’ Runs regular, recurring meetings (weekly or monthly) with stakeholders on digital

channel performance.

β€’ Establishes enterprise-wide standards.

β€’ Manages ongoing relationships with analytics vendors.

Head o

f conte

nt

β€’ Drives the content strategy.

β€’ Owns the content delivery roadmap.

β€’ Manages the content delivery team.

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Head o

f socia

l

Solution expert.

Maintain communication among cross-functional teams to execute on social media

campaigns.

Drives the implementation of social media projects.

Identifies opportunities for expansion.

Responsible for reporting on the performance of social media channels.

Busin

ess r

equirem

ents

specia

list

β€’ Defines prioritised projects.

β€’ Runs workshops to gather business analytics implementation reporting

requirements.

β€’ Develops the business requirements document for each project.

β€’ Gathers business sign-off.

β€’ Works collaboratively with the core team on requirements gathering enhancements

and documenting the process.

β€’ Acts as project manager.

Technic

al re

quirem

ents

specia

list

β€’ Defines prioritised projects.

β€’ Runs workshops to gather technical requirements and identify risks.

β€’ Develops the technical documents and deployment plan for each project.

β€’ Gathers sign-off.

β€’ Works collaboratively with the core team on requirements gathering enhancements

and documenting the process.

Dig

ital analy

st

lead

β€’ Focused on measuring business unit key performance indicators (KPIs) and

optimising business units online.

β€’ Owns the analytical reporting requests log.

β€’ Single point of contact for end users within the business unit and understands end

users’ changing needs.

β€’ Validates data collection for business units.

β€’ Meets with business unit reporting owners and the core team on a regular basis

(monthly).

β€’ Informs the core team of business unit activity and champions its needs to the core

team.

β€’ Coordinates QA efforts and manages ongoing data accuracy.

Page 34: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

Conte

nt

pro

ducer

β€’ Maintain communication among cross-functional teams.

β€’ Own the process for creating, enforcing and managing the content production plan.

β€’ Collaborate with all departments to define and manage goals, scope, specific

deliverables and scheduling needs.

β€’ Aggregate and distil input from all areas of the organisation and develop the best

approach for incorporating feedback into project executions.

β€’ Contribute to strategic thinking around content models that adapt, scale and expand

over time and distribution platforms.

Publis

hin

g lea

d

Responsible for the execution of content across social media channels.

Ensures the internal workflows deliver the content and social media strategy.

Ensures the tracking mechanisms have been implemented appropriately.

Monitoring a

nd

modera

ting lead

Represents the organisation across multiple channels.

Maintains the wellbeing of communities.

Provide support to the communities when required.

Lis

tenin

g a

nd a

naly

tics

lead

Responsible for the monitoring of several social media channels to analyse

sentiment.

Measures channel performance in terms of key business goals.

Measures channel sentiment and provides immediate feedback when required.

4.3 Resources

You will need to decide the right balance and allocation of internal staff and external

consultants. This will be determined by your organisation’s previous experience with digital

implementations – less experienced organisations may require more help from consultants.

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Internally speaking, your organisation will need to implement a talent strategy to determine how

to best hire and retain digital and analytics talent.

β€œHaving the right talent and sufficient resources on your digital team is

crucial to your long-term, data-driven success.” Brent Dykes - Adobe

4.3.1 Resource Model

To get the most out of Adobe Social, and to deliver a better digital experience to your

customers, you need to get the most out of your implementation. Investing in external resources

will help you optimise your investment, mitigate project risk and identify new opportunities.

4.3.1.1 Adobe Consulting And Partners

Adobe solution partners play a critical role in your Adobe Social implementation. Based on your

resources and the project scope, working with solution partners can help you in many different

ways - from developing your customer journey, creative and user experience to building your

page template and components, making necessary customisations to the implementation,

integrating with other technology platforms and providing general guidance on how to use the

solution.

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4.4 Community

It is key to encourage the creation of a digital community within your organisation. Invest in

creating an environment where all members can learn from each other and share experiences,

ideas, best practices and campaign wins. When you have distributed analysts and business

users across different business units and countries, the digital marketing community provides

valuable support to new users in addition to opportunities for more advanced users to share

their collective knowledge. This is especially important in traditional businesses where upskilling

traditional skillsets with digital ones is vital as it can be a useful forum in which to educate the

traditionally minded people within your business. Community can be fostered in a number of

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different ways, such as a simple email distribution list, internal wiki, corporate chat groups and

workshops.

4.5 Culture

Adopting marketing technologies influence a great number business processes and practices

changing the nature of how teams work to achieve common goals. Despite the fact that your

organisation has invested in Adobe Social, some leaders and employees may still have doubts

about the benefits of the solution. They probably do not fully understand what social media

marketing, display advertising, analytics, automation, content management, user experience

and other components of digital bring to the table. This is common in a business world that is

still adapting and changing to digital.

The first step is to have a clear vision for your culture and the right mindset to shift activities and

thinking within your digital organisation. Second, involve key stakeholders and share that vision

of that future across the organisation. One of the main reasons why organisations fear change

is because they have little or no information about where the change is taking them. Third,

invest in individuals who can embrace opportunities and who are the right cultural fit. These

people will find it easily to work in teams and emerge in more complex problem solving

situations.

Additionally, c-level executives can leverage two basic steps to embed a new way of thinking

into business operations regardless of the scale of the organisation. These steps fall into two

categories:

The formal levers: These are the adoption and adaptation of processes and structures

such as leadership policies, role definitions and people processes to support

digitalisation. These stakeholders will be responsible for the introduction of new digital

channels into traditional operations.

The informal levers: These relate to the key behaviour, role models and networks that

help employees set a mindset aligned to the cultural structure of your organisation.

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The following are the common traits in a digital organisation2:

5 Process

In this section of the document, you will find information to effectively deploy and use Adobe

Social. There are four main types of implementation processes: Deployment, usage,

sustainability, and change management.

5.1 Deployment

Adobe’s expert teams work hand-in-hand with you

throughout the Adobe Social implementation process.

Implementation is a multi-phased process which includes a

number of steps such as tracking and conversion code

implementation and data validation and user group creation

to ensure accuracy. The following is an outline of the

2 Adapted from: Strategy&, 2013, β€˜Building a Digital Culture: How to meet the challenge of multichannel digitalization’, p. 10.

Customers and demand

β€’ Pull ideas from the market.

β€’ Driven by demand.

Organisation

β€’ Flat hierarchy.

β€’ Rapid decision making.

β€’ Result and product orientation.

β€’ Empowering employees to find ways to achieve goals.

Work environment

β€’ Understand needs of digital customers.

β€’ Driven by innovation, improvement and overcoming constraints.

β€’ Cross-functional teams.

β€’ Rapid, unpredictable career progression.

β€’ Focus on rapid learn and launch.

Tip

Depending on the service

associated to your account,

the Adobe Social team will

conduct periodical account

monitoring to help you

leverage the usage of your

solution. Ask your account

manager for more information.

Page 39: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

implementation process, which will vary depending on your organisational needs and additional

scoping.

5.1.1 Implementation Methodology

Before the implementation project kicks-off, it is key to have well-defined success criteria for the

program (refer to the S.M.A.R.T KPIs outlined in the strategy section), a comprehensive change

management and communication plan and be committed to the ongoing training Adobe will

provide during the implementation. Adobe provides optional post-deployment resources for

further upskilling in the Adobe Marketing Cloud solutions.

There are several phases in the implementation process.

The following steps are meant to provide a guide and are

indicative of what to expect in a standard Adobe Social

implementation project.

Standard Implementation Process

5.1.2 Publishing Workflows

Adobe Social allows you to create and manage multi-level publishing workflows - a process you

set up to specify how posts must be approved before they can be posted on their assigned

social platforms. It is recommended to first determine publishing access at an individual property

level β€” being as granular as possible β€” and then define the approval processes that will

1. Project Kick-Off meeting with key stakeholders

2. Document customer’s Social Profiles and owned site link destinations

3. Review existing Analytics setup to accurately integrate Adobe Social

Discovery

1. Enable report suite(s)

2. Assign Social Campaign tracking code

3. Deploy or deliver optional site code for added functionality

4. Provide Tech Spec Reference Guide

Configuration

1. Add up to twenty (20) Adobe Social users

2. Assign social user groups with specific roles and permissions

3. Create four (4) social campaigns

4. Build five (5) listening rules to begin collecting Social Buzz

Activation

1. Deliver Account Settings Reference Guide

2. Review how to access and navigate Adobe Social

3. Share Customer training enrollment information

4. Transition to Adobe Account Management

Launch

Week 1 Week 2 Week 3

Tip

The following steps are

indicative and should not be applied for every implementation.

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govern the subsequent publishing workflows. You can create different approval levels and then

assign individual user groups to each level. You can edit, delete and duplicate posts by

assigning and completing multi-level approval processes.

It is recommended that you assign a user group to a publishing workflow rather than to an

individual user, who can slow your approval process. If you assign a user group to a workflow,

one member of that user group must approve the post in order for that approval requirement to

be met. You can also specify a user group or individual user to override the publishing workflow

settings.

You can assign publishing workflows at the individual property level (individual Facebook page

or Twitter account) or at the account level where all new social properties added to the account

use a default approval workflow. You can create the following types of workflows:

Horizontal publishing workflow: User group or user A and user group or user B and user

group or user C must approve the post in any order.

Vertical publishing workflow: User group or user A then user group or user B and then user

group or user C must approve the post in that specific order.

Combination publishing workflow: Combines elements of a horizontal and vertical publishing

workflow by creating multiple approval levels. For example, level one might contain a horizontal

hierarchy in which an individual member in each of three user groups must approve the post in

any order. The second level might contain a single user who then must approve the post after

the first level is completed.

5.2 Moderation Workflows

Your business will often need to escalate a post or a comment to someone within the

organisation to take specific action. The challenge is to set to right processes and structures to

be able to solve those enquiries in a timely manner while providing the best customer

experience (this is more difficult across social media as consumers are expecting immediate

responses to their enquiries).

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In response to this challenge, organisations must leverage marketing automation technologies,

such as Adobe Social, to create and automate escalation or moderation workflows to respond

efficiently to specific requests from your audience.

Building an escalation and moderation workflow

Start by asking your social media team to compile the most common requests, questions,

complaints and comments your organisation deals with every day. Categorise these by

business unit which would be the most adequate to respond to them. For example, if a great

number of comments are related to product promotions you might want to categorise these as

β€˜product and sales operations’ and if the next bulk of comments are about career opportunities

categorise them as β€˜human resources’.

The next step is to gather the key business units that will be involved. Share with them the

previously developed benchmark and build a β€˜knowledge base’ that includes all the possible

responses, key stakeholders and expected outcomes (encourge them to include scenarios you

had not considered). This knowledge base will work as a resource for your social media team to

respond faster to the most common enquiries.

Design a hierarchy map selecting the key individuals from each business unit to be responsible

for communicating directly with the social media team leader in case there is the need to

respond to any other enquiry or situtation that might occur. Ensure these protocols are

communicated and instituitionalised in your organisation.

Lastly, build the escalation and moderation worklows in Adobe Social and consider what the key

reporting suites are to be able to collect process feedback, performance metrics and valuable

insights to improve further. The next section (usage) will cover the best practices to create the

appropriate reports to assess platform usage.

The following diagram illustrates the process discussed in this section:

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Building an escalation and moderation process

5.3 Usage

Usage is all about establishing and applying best practices that will help you with your overall

reporting, analysis and decision making. Understanding how your organisation uses the tool

becomes important because it will help you maximise your investment. Here are a few

questions you will need to consider:

How will you manage time and resources spent on reporting and deep-dive analysis?

If your analysts are going to be overloaded with reporting and analysis requests each week,

what tools and workflows you need to implement to help them prioritise those requests?

Adobe Social allows you to send standard email notifications on key system messages that are

useful to keep track of any moderation activities, publishing workflows, errors and other

activities from within the platform. It also allows you to have a deep understanding of author

ADOBE SOCIAL & REPORT SUITE

Human resources

Public relations

Marketing

Sales

BUSINESS UNITS KNOWLEDGE

BASE BUSINESS UNIT

REPRESENTATIVE SOCIAL MEDIA

TEAM

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activity. The following are some email notifications you can set up for your organisation. Make

sure you build mechanisms to keep track of these and be able to assess the further

performance of your team. For routine reports and business questions, it may be helpful to

agree on the best approach to ensure numbers match up properly regardless of who is building

the report or performing the analysis.

MODERATION A post or comment was assigned to you for moderation.

A reminder that a post or comment was assigned to you.

A spam filter was activated on a page.

PUBLISHING A new template is available for publication.

Your post has been approved and scheduled for posting.

Your post has been rejected and will not be posted.

A post needs to be approved before it can be posted.

A post has been scheduled for posting.

One of your Facebook pages needs to be authorised.

SUPPORT The system was unable to post a scheduled message.

The system was unable to remove a post from Facebook.

SYSTEM Upcoming authorisation expiration.

5.3.1 Administration

As a solution in the Adobe Marketing Cloud, Adobe Social

permissions are granted at two levels: At the Adobe

Marketing Cloud level and at the Adobe Social level. Cloud

permissions govern access to Adobe Social overall and can

be used to restrict visibility to individual report suites and

their connected data, such as listening rules and campaign

reports. Social permissions define permission levels for your

owned social properties, such as Facebook pages and

Twitter accounts.

Report suite setup and Adobe Marketing Cloud user groups should be configured during your

implementation of Adobe Social.

Tip

Adobe Social is initially

configured with pre-set

permissions groups. Adobe

Social administrators can

adjust and create new

permissions and ownership

groups to match the needs

and structure of your

company.

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There are two levels of access given to users: Adobe Marketing Cloud β€œadministrator”, giving

the user full access to all reports and report suites and allowing them to add, edit and delete

groups and users. And as a β€œuser”, providing access based on group memberships. The user

groups are very important in Adobe Social. Managing Adobe Marketing Cloud user groups can

only be done by Adobe Marketing Cloud administrators.

The following matrix illustrates the different access permissions that Adobe Social

administrators can edit and modify:

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5.3.2 Access Levels

Tasks Adobe Social administrator

Limited administrator

Administrative tasks

Add a new user to the system X X

Can apply (OWNED/ALL) tag groups and tags ALL OWNED

Can manage (OWNED/ALL) tag groups and tags ALL OWNED

Can add competitor pages and associate it to (OWNED/ALL) pages

ALL OWNED

Change the owner of a page X X

Manage multi-level approval workflows X X

Manage (OWNED/ALL) social properties ALL OWNED

Can add and remove tracked terms X X

Create, edit and delete (OWNED/ALL) user groups ALL OWNED

Analyst tasks

View and export analytics for (OWNED/ALL) promotions and pages

ALL

Can view competitor pages associated to (OWNED/ALL) pages ALL

Publisher tasks

Create and edit publishing audiences X

Create, edit, post, schedule and cancel posts to (OWNED/ALL) targets

ALL

Create and edit Adobe Social campaigns X

Suspend posts X

Create and edit templates X

Moderation tasks

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Can access and export unified moderation stats X

Can edit unified moderation settings X

Moderate (reply to, remove, like and escalate posts and comments) (OWNED/ALL) pages

ALL

5.4 Sustainability

Social media marketers often struggle to create a roadmap of campaign development, system

upgrades and maintenance and resource management to achieve the envisioned marketing

strategy and respective corporate goals over time. In fact, it is key to start planning as soon as

the deployment project kicks off to fully evaluate and understand how Adobe Social will align

with the overall business strategy, how it will serve your customer’s journey, how cross-

functional channels and resources will be involved to ensure the solution is maintained, used

and, most importantly, scaled.

Constant contact with your account manager.

Explore the market for new opportunities.

Monitor performance and new platform requirements like social media changing ad

specs.

5.4.1 Maintaining A Single View Of The Customer

Ensure your data architecture, including integrated solutions and platforms, consistently collects

and consolidates all customer-related data into a single marketing view. The more

demographical, transactional, behavioural and aggregated data is gathered in centralised

systems the more challenging it is to maintain its consistency. This factor is critical as the

solution evolves along with your business.

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5.4.2 Process To Adopt Traditional Or Emerging Channels

Channels evolve and serve different objectives over time. In this sense, it is considerably

important to create a mechanism of channels evaluation to seamlessly report and assess

existing ones and integrate new ones with your marketing mix.

5.4.3 Track And Upgrade

There are two views of this topic. The first is related to how you document the past (campaigns,

processes and deployments) and the second relates to how you will ensure the people and

physical resources will be kept up to date with new technology frameworks, new trends in the

market and usage best practices.

5.4.4 Optimise And Report For Success

Maintain constant relevancy and workflow success by investing time measuring channel

success, deliverability and return on investment. Encourage the key stakeholders to have

frequent meetings on which they report on testing procedures, success metrics, challenges and

ideas.

5.5 Using The Real-Time Twitter Preview Feature To Fine-Tune Rules

A good tool to gauge the number of potential mentions is the real-time Twitter preview pane.

This feature gives you a better understanding about what Twitter users are currently saying

about the specified term. You can use this information to further refine the term.

For example, suppose your product is a resort and a well-known celebrity tweets about visiting

your resort, but that mention does not help promote your brand. You can create a term using the

"Not" operator and the celebrity's name to prevent paying for mentions that are useless for your

marketing purposes.

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The real-time Twitter data preview can also help you see that certain terms have

different meanings, depending on context. For example, suppose you want to use the

word "newt" as a term to gather data about mentions of Newt Gingrich, the U.S.

politician. When you type "newt" into the terms field you might see many posts in the

preview pane mentioning lizards, amphibians or salamanders. Because Newt Gingrich

has an unusual name that means something else in different contexts you should specify

terms carefully to avoid collecting unnecessary data or incurring unnecessary costs. In

this example, you could specify "Newt Gingrich" as a term. You could also specify

"Newt" as the term and then use the "Not" operator with the words "lizard", "amphibian",

and "salamander”.

5.6 Using Social Tags to Optimize Content Strategy

Driving success in Social publishing strategies – with or without paid promotion – is the quality

of your content. Yet, most times, understanding what content β€œworks” is difficult, and marketers

defer to agency expertise or the latest trends. Adobe Social provides tools to take the instant

social feedback system to provide you with actionable insights to iteratively optimise as you

develop and deploy your social content calendar.

Two keys to optimization are

1. Develop your social content strategy

2. Understand your KPIs to define successful content, as outlined above

Once this is done, examine your content strategy, and organise you social content in categories

that align with elements that you would change to optimise performance along your KPIs. These

will become your tag groups, from which you will assign a tag from each group. These

categories often include:

1. Content Pillars: the makeup of the content areas you will publish. Examples: Product

Features, Flash Sales, Feature Articles, Holiday Topics, Question of the Day etc.

2. Content Type: similar to the pillars, these can subdivide what is offered in your post.

Examples: Sale with Price/Without Price, Recipe with/without image, Article preview

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3. Media Type: While social channels do report performance by post types (text, video,

image etc.), content of that media can affect its impact. These tags can group and inform

performance based on what is in your multimedia. Examples: Product Image,

Infographic, People Image, Short-form Video, Demo video

4. Language: If you do publish in multiple languages, this is an easy way to group and

compare posts between the two.

5. Target Audience: Even if posts are not targeted to geographies or age groups, content

can be developed to resonate with certain target markets in your fan base. Using these

tags will help you understand what types of target content resonates most with your

social community. Examples: Teens, Boomers, Military, College.

Once you have your Tag system in place, all outgoing posts should be assigned Tags. Weekly,

monthly and quarterly performance reviews should include Tag analysis to tweak your weekly

content mix, or alter your content strategy.

Social Tags also work with Adobe Social Campaigns; while all Campaigns also function as

Content Tags, the reverse isn’t true. A good rule of thumb is that if any tagging category should

be associated with conversion to your website, then you should use a Campaign. Otherwise,

Tags are a good way to examine you post performance in a nimble way.

6 Technology And Product

Adobe technology should act as an enabler β€” empowering your organisation to manage social

media interactions, create positive experiences, obtain data and act on it. This section will take

you through how Adobe Social was built to fit your business requirements, how it integrates with

other platforms to leverage its power, what best practices ensure the platform is deployed

efficiently and has sufficient levels of support and professional services and how you can

leverage its automation capabilities to manage cross-channel campaigns and democratise data

to empower disparate business users to answer routine business questions.

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6.1 Solution fit

6.1.1 Solution Architecture

6.2 Integration

6.2.1 Marketing Cloud Integration

Today many marketers are working with various tools and systems that do not usually work

seamlessly together. With Adobe Marketing Cloud you can improve your organisation’s

marketing effectiveness using Adobe Analytics for performance management, Adobe

Experience Manager for content creation and Adobe Campaign for cross-channel campaign

management.

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The following solutions integrate with Adobe Social:

Adobe Social and Adobe Analytics: This integration gives you access to a complete

set of marketing data to attain better insight to the value of your audience. With Adobe

Analytics you can unify reporting and automate your dashboards. This also allows you to

map social data to real and meaningful business KPIs to help measure impact and to

understand your target audience and substantiate what value truly means for it.

Adobe Social and Adobe Experience Manager: With this integration your organisation

will gain the ability to leverage every social input to create consistency across multiple

digital channels providing meaningful, personalised and powerful experiences that your

customers will love.

Asset Sharing Core Service: Marketers can access creative assets (including from

Adobe Creative Cloud) they have uploaded to the Adobe Marketing Cloud directly from

the user interface of solutions like Adobe Campaign and Adobe Media Optimizer.

Adobe Social and Adobe Campaign: Your organisation can also leverage the data

listening capabilities of Adobe Social to trigger campaign events and deliver relevant,

personalised and contextual marketing experiences to your audiences.

6.2.2 Common Third-Party Integration

Third-party integration support in Adobe Social allows

organisations to enrich their social listening capability across

multiple social channels making it simple to centralise and

understand customer sentiment and respond faster to market

opportunities. There are also integration options available to

help you schedule, publish and manage comments across all

pages, all in one place.

Tip

Adobe is always releasing

new integrated applications.

See what is new at Adobe

Social Exchange.

.

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Listed below are the most common third-party solutions integrated with Adobe Social:

Vkontakte Tumblr Foursquare

LinkedIn Klout Youtube

Disqus Facebook for Adobe Social Twitter

Impact 360 (Advertising and

Display)

Bitly Google+

Sina Weibo for Adobe Social

6.3 Democratisation

Democratisation refers to how Adobe technology can be more accessible to more people within

your organisation. Since the use of Adobe Social requires the involvement of various individuals

- often are part of different business units - it is recommended you launch your initial social

marketing campaigns with a pilot team. In this sense, your organisation will be able to gain the

knowledge necessary to understand how the solution operates at its best, how to find

efficiencies and how to further optimise the business processes to democratise key learnings

across the organisation.

Leverage Adobe Social’s reporting capabilities to monitor key business processes such

as publishing workflows, the permission sets and business rules to send a post live or

the monitoring workflows to escalate requests, questions, comments or any actions that

might be raised by your social media channels across the pertinent business unit.

Further information on these topics is in chapter 5.

As discussed in the usage section, it is recommended to create a report mechanism by

which your organisation understands how quickly Adobe Social’s operators respond to

moderation queues, launch posts throughout channels and solve possible system errors.

Reflect results on your KPIs for campaign contribution and encourage your team to take

compulsory, periodic training programs.

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Reward proactivity and encourage your team to always work towards success. A

possible incentive is to promote people thorough authorisation tiers to encourage better

usage. In the long term this may become a badge of honour.

6.3.1 Automation

Adobe Social is designed at its core to provide businesses with all the benefits a social media

marketing tool can provide allowing your organisation to reallocate resources to more strategic

areas.

Financial: Creating social media campaigns requires a high degree of team cohesion to

perform at its best. Once the processes go live with Adobe Social, most of your digital

channels will be centralised and its subsequent data, assets, media, and content will

flow dynamically generating operational efficiencies. Your organisation will be allowed to

build upon what exists and find new creative opportunities. On the other hand, Adobe

Social has integrated a wealth of analytics capabilities useful to understanding and

optimising your marketing ROI.

Processes: Adobe Social’s interface allows you to easily plan and build social marketing

campaigns in an efficient manner. Its notification workflow creation capability enables

your organisation to optimise processes and act quickly on performance data.

Stakeholders: Adobe Social was built to guarantee a secure flow of information among

team members restricting how sensitive data is shown or handled.

Marketing Automation

Financial

Cost efficiency ROI efficiency

ROI visibility

Processes

Campaign workflows

Plannig

Stakeholders

User administration

Consumer profiling

Reporting

Real timeSolution

integration

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Reporting: Adobe Social allows you to monitor and report on key performance

indicators. You can also build customised reports and schedule periodic deliveries so

stakeholders can take action.

6.4 Leveraging Your Investment (The Big Picture)

The Adobe Marketing Cloud includes powerful Web analytics and Web site optimisation products that

deliver actionable, real-time data and insights to drive successful online initiatives. It offers an

integrated and open platform for online business optimisation. Adobe Marketing Cloud consists of

integrated applications to collect and unleash the power of customer insight to optimise customer

acquisition, conversion and retention efforts in addition to the creation and distribution of content.

Once you are up and running with Adobe Social and want to grow your digital capabilities to the

next level, you might want to go back to what your business needs are. We see a common trend

Adobe Marketing

Cloud Solutions Adobe Creative

Cloud

Manage Digital Experiences

Adobe Experience Manager

Personalise Content

Adobe Target

Build and Deliver Video

Adobe Primetime

Build Audience Profiles

Adobe Audience Manager

Manage Social

Adobe Social

Manage Campaigns

Adobe Campaign

Management Digital Ad

Adobe Media Optimiser

Collect and Analyse Data

Adobe Analytics

ACQUISITION ENGAGEMENT

Digital Asset

Management

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of Adobe Social users purchasing Adobe Analytics as a next step in order to improve their Web

and mobile site experiences. Clients who feel they have a gap in acquisition, or want to improve

their customer reach, opt to follow their Adobe Social purchase with Adobe Campaign, Adobe

Experience Manager or Adobe Media Optimiser depending on their specific needs.

If your objective is to increase personalisation and engagement we suggest you purchase

Adobe Target together with Adobe Audience Manager. This will help you test and personalise

content across channels and extend audiences across solutions. In the specific case that you

manage high volumes of video content and want to improve your video delivery across channels

and devices, Adobe Primetime will do the work.

Continue growing your digital marketing strength and add a new Adobe Marketing Cloud

solution based on what your business demands. A good level of integration across solutions will

help you make, manage, measure and monetise your content across every channel and screen.

7 Checklist

Item Completed

Executive sponsor named and communicated

Stakeholder buy-in across the business

Communication plan created and announced

Steering committee setup

Working groups setup

Social Marketing Maturity assessed

Digital KPIs defined and agreed across business units

Business structure identified, agreed and communicated

Community and culture practices documented and communicated

Social KPIs refined & marketing integration protocols created

Scope of deployment and Implementation defined

Publishing Workflows structured and implemented

Moderation Workflows structured and implemented

Usage procedures and reporting mechanisms created

Administration, User Access established

Marketing Cloud and Third Party Integrations defined and integrated

Forecasting Questions

Post Production Support

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8 Adobe Social Product Maturity Activities

Are you using Adobe Social at its full potential?

Have a look at the entire list of features and assess the degree on which your organisation is

using the solution.

9 Adobe Consulting Operational Maturity Review

Operational Readiness Assessment & Recommendations

- $6000 (per brand/business unit)

Adobe Consulting provides a package to review your

operational business readiness and provide a recommended

roadmap of initiatives to accelerate your maturity. This service

Solution Features

Publishing

Monitoring

Analytics

Moderation

Applications

Admin and Governance

Social Marketing Opportunities

Brand presence and management

Fan and follower acquisition

Multi-channel campaign

attribution and measurement

Community development and

engagement

Social campaign measurements

and ad optimisation

Social ROI

Adobe Marketing

Cloud Integration

Adobe Analytics

Adobe Experience Manager

Tip

Also use the self-

assessment tool designed to

help you identify your

organisation’s strengths and

prioritise focus areas in

Adobe Social and integrated

Adobe Marketing Cloud

Solutions

Page 57: Adobe Social Standardising Social Media Processes 23 3.3.3 Integrating marketing channels 24 3.3.4 The Four Pillars of Social Media Strategy

is highly recommended if you are new to the solution and need assistance in evaluating your

capabilities.

Activities include:

Conference call/meeting to interview executive sponsor

Consulting guidance on completing the solution maturity assessment

Consulting walk through of maturity operational readiness checklist

Qualification of current documents, templates, processes

Draft of initial findings, highlight focus themes reviewed with executive sponsor

Executive sponsor sign-off

High-level roadmap of recommendations presented to stakeholder group

10 Adobe Social Glossary Of Terms

Earned media: Earned media refers to publicity, advocacy or promotion gained through efforts

other than paid advertising. Other ways to refer to earned media include buzz, word-of-mouth,

and β€œviral”. The distinctive characteristic of earned media is that it is outside the direct control of

the business. Businesses attempt to simulate earned media through participation in social

media, media relations, events, etc. Earned media is one of three categories of media options

that marketers have (the others being paid and owned media).

Paid media: Paid media refers to publicity or promotion gained by paying to leverage a channel

– most typically paid advertising. Examples include digital display ads, television and radio ads,

paid search ads and sponsorships. Paid media is typically leveraged to feed owned media and

create earned media.

Owned Media Owned media refers to publicity or promotion through channels controlled by the

business. Examples include the corporate Web site, mobile Web sites, mobile apps (developed

and controlled by the business) and corporate blogs. While social networks like Facebook and

Twitter are consumer controlled, businesses can still control specific elements such as Twitter

profiles and Facebook pages, so while customers discussing a business on Facebook is

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considered earned media, the business’ Facebook page is still an example of owned media,

because the business controls the content on the page.

Sentiment: Specific to social media monitoring and listening, sentiment refers to the scoring -

typically on a numerical scale - of a particular mention (see β€œmentions”) as to the nature of the

full text of the mention, whether it is positive or negative. Sentiment is typically scored using

natural language processing algorithms that observe the full text of mentions and attempt to

determine the positive or negative nature of it based on ways individuals use words together.

Social media monitoring or listening: Social media monitoring, or listening as it is often

referred to, is the practice of observing and analysing conversations and commentary on social

networks, blogs, message boards and discussion forums – anywhere consumer-generated

discussion happens online. Monitoring and listening is typically facilitated through software that

aggregates all the conversation and commentary through APIs and data feeds from providers

and filters based upon the desired topics. Typically, this filtering is based on keywords. For

example, monitoring and listening for the keyword β€œAdobe” would capture all instances where

the word β€œAdobe” is mentioned online. Most software vendors who provide this type of software

include the number of mentions (see β€œmentions”) along with information such as when the

mention occurred, the source (Facebook, Twitter, etc.), the name or handle of who created the

mention, the full text associated with the mention, and other details (where available) such as

geo-location. The most typical use cases for social media monitoring are for brand management

such as responding to commentary (especially negative commentary), supporting market

research such as understanding consumer trends and measuring the performance of marketing

or communications efforts.

Mentions: Specific to social media monitoring or listening, a mention refers to an instance of

word that appears in conversation or commentary online. A mention typically implies the

inclusion of information associated with the mention itself such as when the mention occurred,

the source (Facebook, Twitter, etc.), the name or handle of who created the mention, the full

text associated with the mention and other details (where available) such as geo-location.

Publishing: Specific to social media, publishing refers to the process of creating and

distributing content (both text and rich media such as images, videos, etc.) to social networks.

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11 Adobe Social Templates

11.1 Social Media Marketing Framework

SCENARIO TO IMPROVE

DESCRIPTION TACTICS ADOBE SOCIAL TECHNOLOGIES

Brand presence and management

Facebook pages that vary widely in number of likes and activity on page. Branding is inconsistent between social profiles (logo treatments, use of images, frequency of posting, etc.) across regions or products.

Define governing methodology and strategy. Deliver competitive insights and content guidelines.

Governance and admin capabilities

Community development and engagement

Unattended social profiles. Look for questions that go unanswered or spam that is not removed from Facebook walls. Limited engagement (few likes, comments or shares on Facebook posts and tweets)

Develop compelling content, engage with users and moderate social conversations. Develop brand communications guideline.

Publishing Moderation Monitoring Analytics

Fan and follower acquisition

Relatively low fans or followers compared to competitive brands An upcoming campaign that requires exposure and increased awareness.

Deploy effective campaigns through enhanced advertising strategies, application design and deployment, and community management support.

Publishing Applications Ads

Social campaign measurement and ad optimisation

Organisation traditionally β€œtacks on” social to other big campaigns rather than having a distinct social strategy. Organisation does not leverage paid posts or sponsored stories and has not engaged in social advertising because it doesn’t perform as well as search.

Cultivate real-time insights to optimise social advertising campaigns. Develop target audience segmentation and define KPIs strategy.

Analytics Publishing

Multi-channel campaign attribution, measurement and social ROI

Organisation struggling to understand how social influences business.

Measure social media impact on business results in the context of other digital marketing channels in real time, allowing you to optimise existing campaigns or develop new ones.

Analytics

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11.2 How To Create A Content Schedule Template

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11.3 Key Metrics On Social Media

The following table indicates the key metrics your organisation can monitor across your social

media channels. Note, the metrics below are indicative only and may not be found within the

Adobe Social interface.

EXPOSURE ENGAGEMENT INFLUENCE IMPACT

PAID Impressions

Reach

Frequency

Video views

Likes

Comments

Shares

Replies

Retweets

Etc.

Click throughs

Landing page views

Interactions

Awareness

Purchase

consideration

Likelihood to

recommend

Brand attributes or

equities

Visits to Web site

Attend event

Sales conversion

Download coupon

Leads captured

Promo redemptions

OWNED Unique visitors

Visits

Return visits

Page views

Interactions

Subscriptions

Links

Consideration

Purchase intent

Tell a friend

Likelihood to

recommend

Brand attributes or

equities

Sales

Leads

Info requests

Download paper

Download app

Cost savings

EARNED

(PAID + OWNED)

Number of posts

Impressions

Message delivery

Hashtag usage

Mentions

Contest entries and

participants

Awareness

Consideration

Purchase intent

Associations with

issues and topis

Visit Web site

Attend event

Download coupon

Leads captured

Promo redemptions

SHARED

(PAID + OWNED+

EARNED

Organic impressions

Organic reach

Number of followers

Video views

Likes

Comments

Shares

Replies

Retweets

Etc.

Consideration

Purchase intent

Tell a friend

Likelihood to

recommend

Brand attributes or

equities

Visit store

Attend the event

Sales

Vote for issue

Satisfaction

Loyalty

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11.4 Common KPIs And Calculated Metrics

Key Performance Indicator Calculated Metric

Share of voice

π΅π‘Ÿπ‘Žπ‘›π‘‘ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ 

π‘‡π‘œπ‘‘π‘Žπ‘™ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘  (π΅π‘Ÿπ‘Žπ‘›π‘‘ + πΆπ‘œπ‘šπ‘π‘’π‘‘π‘–π‘‘π‘œπ‘Ÿ 𝐴, 𝐡, 𝐢 … 𝑛)= π‘†β„Žπ‘Žπ‘Ÿπ‘’ π‘œπ‘“ π‘‰π‘œπ‘–π‘π‘’

Audience engagement

πΆπ‘œπ‘šπ‘šπ‘’π‘›π‘‘π‘  + π‘†β„Žπ‘Žπ‘Ÿπ‘’π‘  + π‘‡π‘Ÿπ‘Žπ‘π‘˜π‘π‘Žπ‘π‘˜π‘ 

π‘‡π‘œπ‘‘π‘Žπ‘™ 𝑉𝑖𝑒𝑀𝑠= 𝐴𝑒𝑑𝑖𝑒𝑛𝑐𝑒 πΈπ‘›π‘”π‘Žπ‘”π‘’π‘šπ‘’π‘›π‘‘

Conversation reach

π‘‡π‘œπ‘‘π‘Žπ‘™ π‘ƒπ‘’π‘œπ‘π‘™π‘’ π‘ƒπ‘Žπ‘Ÿπ‘‘π‘–π‘π‘–π‘π‘Žπ‘‘π‘–π‘›π‘”

π‘‡π‘œπ‘‘π‘Žπ‘™ 𝐴𝑒𝑑𝑖𝑒𝑛𝑐𝑒 𝐸π‘₯π‘π‘œπ‘ π‘’π‘Ÿπ‘’= πΆπ‘œπ‘›π‘£π‘’π‘Ÿπ‘ π‘Žπ‘‘π‘–π‘œπ‘› π‘…π‘’π‘Žπ‘β„Ž

Active advocates

# π‘œπ‘“ 𝐴𝑐𝑑𝑖𝑣𝑒 π΄π‘‘π‘£π‘œπ‘π‘Žπ‘‘π‘’π‘  (π‘€π‘–π‘‘β„Žπ‘–π‘› π‘π‘Žπ‘ π‘‘ 30 π‘‘π‘Žπ‘¦π‘ )

π‘‡π‘œπ‘‘π‘Žπ‘™ π΄π‘‘π‘£π‘œπ‘π‘Žπ‘‘π‘’π‘ = 𝐴𝑐𝑑𝑖𝑣𝑒 π΄π‘‘π‘£π‘œπ‘π‘Žπ‘‘π‘’π‘ 

Advocate influence

π‘ˆπ‘›π‘–π‘žπ‘’π‘’ π΄π‘‘π‘œπ‘£π‘œπ‘π‘Žπ‘‘π‘’β€²π‘  𝐼𝑛𝑓𝑙𝑒𝑒𝑛𝑐𝑒

π‘‡π‘œπ‘‘π‘Žπ‘™ π΄π‘‘π‘£π‘œπ‘π‘Žπ‘‘π‘’ 𝐼𝑛𝑓𝑙𝑒𝑒𝑛𝑐𝑒= π΄π‘‘π‘£π‘œπ‘π‘Žπ‘‘π‘’ 𝐼𝑛𝑓𝑙𝑒𝑒𝑛𝑐𝑒

Advocacy impact

π‘π‘’π‘šπ‘π‘’π‘Ÿ π‘œπ‘“ π΄π‘‘π‘£π‘œπ‘π‘Žπ‘π‘¦ π·π‘Ÿπ‘–π‘£π‘’π‘› πΆπ‘œπ‘›π‘£π‘’π‘Ÿπ‘ π‘–π‘œπ‘›π‘ 

π‘‡π‘œπ‘‘π‘Žπ‘™ π‘‰π‘œπ‘™π‘’π‘šπ‘’ π‘œπ‘“ π΄π‘‘π‘£π‘œπ‘π‘Žπ‘π‘¦ π‘‡π‘Ÿπ‘Žπ‘“π‘“π‘–π‘= π΄π‘‘π‘£π‘œπ‘π‘Žπ‘π‘¦ πΌπ‘šπ‘π‘Žπ‘π‘‘

Issue resolution rate

π‘‡π‘œπ‘‘π‘Žπ‘™ % 𝐼𝑠𝑠𝑒𝑒𝑠 π‘…π‘’π‘ π‘œπ‘™π‘£π‘’π‘‘ π‘†π‘‘π‘–π‘ π‘“π‘Žπ‘π‘‘π‘œπ‘Ÿπ‘–π‘™π‘¦

π‘‡π‘œπ‘‘π‘Žπ‘™ # π‘†π‘’π‘Ÿπ‘£π‘–π‘π‘’ 𝐼𝑠𝑠𝑒𝑒𝑠= 𝐼𝑠𝑠𝑒𝑒 π‘…π‘’π‘ π‘’π‘™π‘’π‘‘π‘–π‘œπ‘› π‘…π‘Žπ‘‘π‘’

Resolution time

π‘‡π‘œπ‘‘π‘Žπ‘™ πΌπ‘›π‘žπ‘’π‘–π‘Ÿπ‘¦ π‘…π‘’π‘ π‘π‘œπ‘›π‘ π‘’ π‘‡π‘–π‘šπ‘’

π‘‡π‘œπ‘‘π‘Žπ‘™ # π‘†π‘’π‘Ÿπ‘£π‘–π‘π‘’ πΌπ‘›π‘žπ‘’π‘–π‘Ÿπ‘–π‘’π‘ = π‘…π‘’π‘ π‘œπ‘™π‘’π‘‘π‘–π‘œπ‘› π‘‡π‘–π‘šπ‘’

Satisfaction score

πΆπ‘’π‘ π‘‘π‘œπ‘šπ‘’π‘Ÿ πΉπ‘’π‘’π‘‘π‘π‘Žπ‘π‘˜ (𝑖𝑛𝑝𝑒𝑑 𝐴, 𝐡, 𝐢 … 𝑛 )

𝐴𝑙𝑙 πΆπ‘’π‘ π‘‘π‘œπ‘šπ‘’π‘Ÿ πΉπ‘’π‘’π‘‘π‘π‘Žπ‘π‘˜= π‘†π‘Žπ‘‘π‘–π‘ π‘“π‘Žπ‘π‘‘π‘–π‘œπ‘› π‘†π‘π‘œπ‘Ÿπ‘’

Topic trends

# π‘œπ‘“ 𝑆𝑝𝑒𝑐𝑖𝑓𝑖𝑐 π‘‡π‘œπ‘π‘–π‘ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ 

𝐴𝑙𝑙 π‘‡π‘œπ‘π‘–π‘ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ = π‘‡π‘œπ‘π‘–π‘ π‘‡π‘Ÿπ‘’π‘›π‘‘π‘ 

Sentiment ratio

π‘ƒπ‘œπ‘ π‘–π‘‘π‘–π‘£π‘’ ∢ π‘π‘’π‘’π‘‘π‘Ÿπ‘Žπ‘™ ∢ π‘π‘’π‘”π‘Žπ‘‘π‘–π‘£π‘’ π΅π‘Ÿπ‘Žπ‘›π‘‘ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ 

𝐴𝑙𝑙 π΅π‘Ÿπ‘Žπ‘›π‘‘ π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ = π‘†π‘’π‘›π‘‘π‘–π‘šπ‘’π‘›π‘‘ π‘…π‘Žπ‘‘π‘–π‘œ

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Idea impact

# π‘œπ‘“ π‘ƒπ‘œπ‘ π‘–π‘‘π‘–π‘£π‘’ πΆπ‘œπ‘›π‘£π‘’π‘Ÿπ‘ π‘Žπ‘‘π‘–π‘œπ‘›π‘ , π‘†β„Žπ‘Žπ‘Ÿπ‘’π‘ , π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ 

π‘‡π‘œπ‘‘π‘Žπ‘™ πΌπ‘‘π‘’π‘Ž πΆπ‘œπ‘›π‘£π‘’π‘Ÿπ‘ π‘Žπ‘‘π‘–π‘œπ‘›π‘ , π‘†β„Žπ‘Ÿπ‘’π‘ , π‘€π‘’π‘›π‘‘π‘–π‘œπ‘›π‘ = πΌπ‘‘π‘’π‘Ž πΌπ‘šπ‘π‘Žπ‘π‘‘

11.5 Deep Dive Insights Request Template