10 Tips for Social Media Marketers

There have been many chapters in the book of my life, some sad but most really happy.  I’m now at the end of another chapter and it is bittersweet.  I’m leaving H&R Block to become the General Manager of a new online shopping site that will be launching this fall.  I’m excited to start this new chapter as it is fulfilling one of my dreams, but, sad to leave behind a great brand and wonderful colleagues.

Over the last three years, the H&R Block brand has embraced the opportunity to communicate with consumers differently.  We have been on the forefront of social media and been honored by positive mentions from thought leaders such as Shel Israel, Francois Gossieaux, Jeremiah Owyang, Jake McKee, Andy Sernovitz, and Chris Heuer.  Traditional media has also taken note of the “tax company that could” with mentions in the Wall Street Journal, PC World, Advertising Age, ClickZ, and Marketing Sherpa among others.  But most importantly, consumers have engaged with us in new and different ways through YouTube, Twitter, Second Life, FaceBook, Myspace and our own community site at hrblock.com. 

This has been an incredible journey for me personally.  The accomplishments we have achieved are the result of a team effort.  I’m happy to know that I’ve had a positive influence on that team and overjoyed knowing that the team will be carrying the torch and continue to make a difference with our customers.    There are some key learnings about social media that every corporate social media marketer should know:

• Every brand can be and should be “social” -   Conversations about your brand and products are happening everywhere.  You need to be part of the conversation and if H&R Block can make taxes social, your product can be social too.

• Just get started – It doesn’t take a big budget to get started in social media marketing.  In fact, much of social media marketing is human capital.  Start by listening.  Set up Google alerts to look for conversations about your brand or product.  Use TweetDeck and set up a brand search to monitor what is going on about your brand or product in the Twitterverse.  Then participate in the conversation, just remember to be authentic, honest and transparent and you will be fine.   If you take the first steps to engage in the conversation you will learn more about how your brand or product fits into the social media space and it will help guide any future programs. 

• Integrated marketing vs. social media - There is a difference between an integrated marketing campaign that includes viral components or online/offline coordination and a social media program.  A marketing campaign has a short life; it is singular in desired action and is usually focused on demand generation.  A social media program is a commitment to engage and communicate with consumers where the consumer wants to communicate.  If you are going to start a marketing campaign with social elements versus a social media program, you must start with the end in mind.  The worse thing a marketer could do is build a group of fans, friends or followers without a clear exit strategy after the campaign is completed. 

• Find your brand’s own path – What works for one brand in social media does not mean it is right for another.  For example, the path of engagement with a movie franchise is very different than engaging consumers about taxes.  Remaining true to your brand promise is the best way to approach social media.  Utilize your brand promise as a guiding principle across all your social media efforts.  Reflect it in the content that you create, the tone that you use, and the programs that you develop. 

• Media $ versus human capital – I mentioned human capital earlier.  Companies can spend a lot of money trying to launch a social media program.  For the most part, I would really classify those efforts as an integrated marketing campaign.  Your approach and funding of an integrated marketing campaign needs to be in line with the size and scope of your overall marketing budget.  Social media programs can be a lot more cost efficient from a media budget standpoint, but, you still need human capital to run them.  In many cases you may be trading media $ for the human capital needed to run a program.  For example if you are taking the first step of listening and engaging in the conversation, there is no media buy necessary.  However, you do need to have some person dedicated to scanning and responding.  Ideally, that person is an employee of the company.  Why this should be an employee leads to the next tip.

• Agencies play a great role, but the voice needs to be the company’s -There have been many company backlashes by having your agency respond in the social media space.  Remember that the consumer wants to connect with you, not your agency.  Your agencies can monitor and identify opportunities, but it is the company that needs to respond – authenticity is key.

 

• Your agency needs to walk the walk – I hate paying an agency to learn on my dime.  When we started three years ago, social media was so new and changing so rapidly that we were all learning together.  Today there are many different agencies that are building expertise in social media including public relations firms, interactive agencies and newly formed agencies focusing on social media.  As you select an agency partner make sure that they don’t just talk the talk but also walk the walk.  Are they active in social media?  Does the agency blog or twitter?  Judge the agency not solely on their pitch, but also on their actions.

• Get legal involved early – Your legal department can be an ally or a roadblock.  What you need to understand is that in the area of social media there is not a lot of legal precedence to draw on.  This makes your legal department nervous because it is more difficult to know the best way to protect the company.  Involve your legal department early and help them understand your goals so you can build a partnership and not hit as many roadblocks.  Ask your legal department to help you solve for the risks versus just state that you cannot proceed with a program. There are always solutions to mitigate risk.  You and your legal department can find solutions together.

•  Have a crisis management plan – The recent Dominoes episode clearly identifies the need of a crisis management plan.  In a world of 24x7 communications, the brands that can respond quickly to a crisis will be the brands that weather the storm.  A good crisis management plan must begin with active monitoring.  Judgment will need to be exercised to distinguish a customer service issue from a true crisis management situation.  Once a crisis has been detected, the brand will need to respond in a matter of hours not days.  Early action will help nip a crisis in the bud before it explodes into something larger.  No action or ignoring it will only exacerbate the issue.  A brand that is already active in social media will also carry more credibility and rally more supporters to come to the brand’s defense.

 

• Selling the C-Suite or ROI – One of the most popular questions that I get asked is how to build support at the C-level.  Having a clearly defined objective is critically important to gain support of any initiative.  However, everyone is always focused on the ROI or return on the investment.  I have defined ROI a little differently in this new and emerging space as Risk Of Ignoring.  There is an absolute change occurring in how we communicate and seek information as a society.  The millennial generation is the first digital native generation with very different expectations of companies and marketing.  In the not so distant future the millennials will be a larger purchasing demographic than the boomers.  Not understanding this segment will be detrimental for future marketers.  Watch Shift Happens and share it with your senior leadership team.  It is a great example of how we are living in exponential times.

The last topic is not really a tip but a reality of the brave new world we operate in – personal brands.  The lines between all the roles we play as an individual are becoming blurred.  Books like Me 2.0 are promoting self-branding.  In the social media space there are divided camps and murkiness all around.  Scott Monty has been accused of using his profession at Ford to drive his personal brand, when the reality is that Scott Monty has been using his personal brand in the social media space to promote Ford.  On the flip side, individuals who participate in social media are experiencing the impacts of their personal communications being equated to corporate communications even when there are clear disclosures that the views expressed are their own.  And we hear a news report every few weeks about how content that is shared publicly via FaceBook or Myspace is being used in employment screening.    

There is not a guidebook on how to best proceed in the new age of communication.  I play many roles.  I’m a wife, mother, friend and employee.  My communications take on elements of all the roles that I play.  I know I’m not perfect and I’m making mistakes as I learn.  The best advice I have in this area is for you to realize that the sum of all your activity through social networks does become your personal brand.  Understand your goals for your personal brand.  Are you going to use it specifically as a friendship connection, to maintain professional connections, or are you trying to build a personal brand to promote yourself?  These are three distinct paths that will drive different types of communications.  Understanding your end goal is the first step to navigating a space filled with landmines. 

I know that H&R Block will continue to be a leader in the social media space because they truly care about engaging in customer dialog.  I leave behind a great team of talented professionals who are as passionate about social media as I am.  A bright future lies ahead for H&R Block and I will be cheering them on from the sidelines. 

As sad as I am to leave H&R Block, I’m excited to start my new chapter.  I’m also thrilled to start actively engaging and sharing in the conversation.  Due to competitive considerations I have been limited in my ability blog openly, as I start my new adventure expect to hear from me more frequently.  Stay tuned for more…

Comments

[Alan Wolk]

I usually approach "ten tips" lists with trepidation, but this is really great, very valuable.

Particularly loved the "Risk Of Ignoring" construct and plan to "adopt "it immediately. Nicely done.

[mwallcomm]

Great advice throughout this post. A must read for any marketer looking to embark on the social media journey.

Good luck in your new role.

[Barbara Talisman]

Paula,
Thanks for the great information. Especially about hiring the right agency to work with you. Will look forward to hearing more from you in your new gig! Congratulations!
Barbara

[Ned Kumar]

Paula, thanks for the post - Great stuff. And amen,amen and amen to your points :-). Especially on the human capital front, I cannot agree with you more. What some folks dont realize is that with social media, engagement is not fleeting. You got to stay engaged if you want to retain.

Thanks for a good read.
- Ned

[Bob Reed]

One of the better "10 tips" advice blog entries. Spot-on information.

[Mike O'Toole]

Great post. Particularly like the point about the human capital/media $ tradeoff. Lots of people assume social media campaign = free.

[Paula Drum]

I'm happy that the content is helpful. More to come...

[Paul Hydzik]

Outstanding post, Paula. So many good points: Finding your own path. The voice must be the company's. Media $ vs. human capital. ROI=Risk of Ignoring.

Coming from a different kind of integrated marketing background--where customer engagement takes a long view not a campaign view--I like what you expressed about integrated marketing vs. social media. Social media requires a real and ongoing commitment to engage and communicate.

Thanks for reinforcing the point. And best of luck on your next adventure.

[David Thalberg]

Excellent blog Paula - people just need keep being reminded that Social Media is here and must be put into use in appropriate ways.

And your last point is SO relevant! Must sell the C-Suite on the ROI - that's what this is all about, how awareness builds the brand resulting in sales (or other goals)

[Scott Milhous]

Paula,

Best of luck in the new posistion!
Your insight and tips for social media is once again dead on. Great posting! I love your new spin in ROI.

It all fits a lot of what I have been saying in my blog at http://www.scottmilhous.com

[Brian Courtney]

Paula,

You nailed it. I just added a post with a link back to yours because it was just that good. Thanks.

Brian

[Shawn Freeman]

Excellent points.

Risk of Ignoring is nice twist on ROI. As ex-Dell, I've seen that one first hand and importance of authentic engagement.

It’s about knowing your customers. Companies do focus groups, registration surveys, phone surveys, online surveys, mall intercepts, etc. in an attempt to learn about their customers. Social Media helps a company get at the same information and provides an opportunity to continue that discussion to nurture Brand Loyalty.

Additionally, you don’t explicitly call out, but many of your points tie back to the over-arching idea of ‘commitment.’ Learn what works (e.g. Find Your Brand’s Own Path) and commit. Without commitment, an agency’s or company’s efforts are destined to fail.

[Ramsey Mohsen]

If there was a "like" function on this blog (like Facebook), I would of clicked it.

Nice write up. Mucho mucho bueno.

[Andy Sernovitz]

Paula -

You rock! Have limitless fun on your grand new adventure.

Andy

[Scott]

Well done, Paula. You've got the makings of a handbook or ebook for the corporate communications executive of the future here. This is going in my Delicious account.

Congratulations on all that you have achieved at H&R Block. You should be very proud of the success and team that you built there. I hope we can continue to learn from you in your next endeavor, and I wish you nothing but the best.

Scott

[Shelley Wilson]

Excellent tips. Thank you! I love the comment on ROI = Risk of Ignoring. I'm gonna remember this one. Good luck in your next endeavor.

[Angela LoSasso (AngelaAtHP)]

Well said, Paula -- an incredible summary of learnings from the past few years.
I wish you only the best in your new role.

[Jonathan Goldfuss]

Terrific list, Paula. Thanks to @360i for the RT.

One question regarding your third point: I agree with your assertion that social media is a commitment. Doesn't that conflict with the idea of having an "exit strategy"? If you've spent the time and energy to develop this active base, why would you ever walk away from it? And how could you possibly do so gracefully?

Maybe this is a semantic difference. If you're saying that campaign strategy must include a plan to transition the community from the campaign to an ongoing engagement program, then I couldn't agree more. If you're truly talking about a plan for walking away, I'd love to hear more about how you'd do that.

Jonathan Goldfuss
President, Red Bird Marketing
@RedBirdMkt

[Theresa Smith]

Really enjoyed your post Paula. I like that you highlight that you don't need to spend a lot of money to get started and that you also highlighted the point of "Risk of Ignoring". This is the point I also try to make to my clients when they initially balk at dipping their toes into social media. And, once they really dip their toes in, they do find they enjoy it and that conversing can be a lot of fun! See you on Twitter!

[mark]

Yes - Bu it's important that you don't use a site like Myspace or Facebook for pure emailing. Outlook is still the best for that. Grab Outlook Track-It. It's a plugin toolbar for Outlook that can be found at http://www.outlooktrackit.com. You can flag email for follow-up/reply reminders. If you're going to a social media marker, stay on top of your emails!

[Ryan Wynia]

Thanks for the post, Paula.
I think that companies as they are currently structured, which evolved to their present state around the turn of the century, need to undergo deep change in order to transform into the new culture-centric and transparent companies the social web demands they be.

Companies are not structured to handle rigorous dialogue with their customers. They're still focused on one-to-many communication—even with the advent of a couple staff positions handling social web.

[Krista Neher]

Excellent post! I especially agree with your comments on working with agencies. Big brands want to make things "scalable" which generally includes outsourcing.

Great post and I'm looking forward to see what you do next.

- Krista

[David]

Well done, I like all the points and they're worth pondering

[Rick Sauter]

Paula, as always great info. Just heard of your new career move and wish you nothing but the best at the new place. Let's touch base after you get settled as I'd love to hear more.

Best regards,
Rick

[Paula Drum]

Jonathan

You are right. An exit strategy is a contradiction to a social media program. People need to think through the exit strategy if they approach social media as a marketing campaign. For example, if you build a following on Twitter for a marketing campaign, what are you going to do with those followers when the campaign expires. Social media programs need to be authentic and be in it for the long-term. It is a committment. Make sense?

[Paula Drum]

Ryan:

I couldn't agree with you more. Social media is more than marketing or customer service or corporate communications. Most organizations are not currently set up to function efficiently in this brave new world.

[Shiv Singh]

What a wonderful post. You've encapsulated many of the core philosophies in one place very neatly. I really liked the media $ vs. human capital point and the risk of ignoring one too. Best of luck with your career move and stay in touch.

Shiv
http://www.twitter.com/shivsingh
http://goingsocialnow.com

[Debbie Hemley]

What a great post to literally have stumbled upon. You're so right about the need for organizations to just get started. It doesn't take much money, but it does take time and commitment to do it well.

Fortunately there are a lot of great resources out there to help us all to keep learning, and new tools. I only started using TweetDeck last week after reading so many great things about it. It's completely changed the Twitter experience.

I want to join the other well wishers, and look forward to hearing more from you.

Best,
Debbie Hemley
www.impressionsthroughmedia.com

[Sam]

Really useful thanks. I own my own Social Media company and you helped me to understand even more!

Sam
www.punktilio.tv

[C.B. Whittemore]

Paula, congratulations and best of luck. And, thank you for this thought-provoking and absolutely on target post. I enjoyed learning about what you've created at H&R Block through Francois' CMO 2.0 conversation and really look forward to hearing about your next chapter.

CB

[randy m]

Phone System Seattle

outstanding blog paula ill be coming back for more!

[Julian]

I believe that bringing people to the fore is paramount inexecuting any campaign on social networks. It's about people connecting with people. I work hard with my clients to make sure that this message gets across. However, a little bit of news, a little bit of promotion doesn't hurt if done right.

I agree with your Risk of Ignoring position, this is fundamental for all marketers to understand but sometimes it simply isn't enough, the ROI equasion has to be answered. This can be difficult although I believe that realistic estimates can be put together.

[Pro SEM Specialist]

I agree that although it sucks to have someone learn on your dime...sometimes that's just the way it goes. Caveat Emptor. I'm sure if the person you're dealing with just flat out sucks then that relationship won't last. Anyways, I love the post though and Paula you are well on your way. I'm wondering if there is anyway shape or form that I could reuse this top ten list as "flycatcher" for my local businesses? Not as a sell...but a giveaway? Well...it rings true for me though...although I am still a firm believer in the old meaning of the R.o.I. acronym, lol. Great stuff.

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