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    A Practical Plan for Turning

    Conversations into Conversions

    Brought to you by Formstack with expert insightsfrom Convince & Convert’s Jay Baer

    THE STRESSED

    MARKETER’S GUIDETO LEAD GENERATION WIT

    SOCIAL MEDIA

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    The Stressed Marketer’s Guide to Lead Generation with Social Media11

    TABLE OF CONTENTS

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Getting into a Lead Gen Groove . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Creating More Meaningful Touchpoints . . . . . . . . . . . . . . . . . . . . .

    Capturing More Conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    More Practical Ideas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Tying It All Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    The Team Behind This E-Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    External Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    2

    3

    6

    9

    12

    13

    15

    16

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    The Stressed Marketer’s Guide to Lead Generation with Social Media2

    INTRODUCTIONIt took a lot of work. But you did it. Your company now has an impressive following

    on social media. Likes are skyrocketing, retweets are happening regularly, and your

    content is being shared like crazy.

    Now comes the critical question:

    How many of those social media conversations are resulting in revenue-boosting

    conversions ?

    If the answer is “not many,” you’re not alone.

    Half of marketers still struggle to tie social activities to business outcomes, and 60%

    have a hard time measuring social media ROI. 1

    The good news is that there are e ective ways to turn more social interactions into

    measurable leads—without having to invest in expensive software or

    time-consuming strategies.

    This interactive workbook will give you a practical plan for generating more leads

    from social media. Be sure to save it to your desktop for easy access as you work

    your way through our step-by-step guide.

    Ready to get started? Let’s begin…

    $

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    The Stressed Marketer’s Guide to Lead Generation with Social Media3

    GETTING INTO A LEAD GEN GROOVE

    While social media is widely known for driving tra c and building brand awareness,

    it can be used to improve sales as well. 2 You just have to get in the right mindset.

    Start with these two steps:

    Step 1: Calculate Lead Value

    Do you know what an average lead is worth to your sales team? If you’re like 39%

    of marketers, you may not yet have a clue. 3 If you’ve never been able to calculate

    lead value for your business, now’s the time. Here’s why:

    + You’ll avoid overspending (or underspending) on social mediamarketing.

    + It’ll be easier to see when social media campaigns are making

    money.

    + You’ll gain a better understanding of how social media compares to

    other tactics on a cost-per-lead basis.

    Here’s a simple formula you can use to get started:

    As you work your way through the rest of this book, use this number to help

    determine how much you can safely invest in social media marketing.

    Type here!

    x(average sale in dollars) (conversion rate) (lead value)

    = 0

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    The Stressed Marketer’s Guide to Lead Generation with Social Media4

    Step 2: Understand a Common Conversion Path

    How many touchpoints does it take for a potential customer to ll out a form on

    your website? You won’t be able to generate more leads from social media until

    you understand where those people are in the buying process based on the entire

    conversion cycle—and not just last click attribution.

    For example: Facebook may be a big referral source, but that doesn’t mean it’s the

    only place to spend your money. It could be that people are clicking your Facebook

    ads after rst discovering your blog via Google or LinkedIn.

    Since most leads are exposed to multiple touchpoints before converting, you’ll

    need a clear picture of a common conversion path for your customers. Start by

    answering the following questions:

    INTERACTIONS

    How are your strongest leads interacting with your brand?

    For example:

    + In your marketing automation tool, what do the activity logs of your

    highest-scoring prospects look like?

    + In Google Analytics, what do you see under Conversions >

    Multi-Channel Funnels > Assisted Conversions (and Top Conversion

    Paths)?

    WHAT IS LAST CLI CK ATTRIB UTION?Attribution tells you which link (including the “source” or location of the

    link) a lead clicked before visiting your landing page and lling out yourform. You can nd these referral sources in Google Analytics, email marketingreports, and form builder analytics. “Last click” attribution occurs when the

    nal referral source is given full credit for a sale or conversion.

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    The Stressed Marketer’s Guide to Lead Generation with Social Media5

    ATTRIBUTIONS

    Where do leads come from when they nally visit your landing page and ll out

    your form?

    For example:

    + What are the top referral sources in your form builder’s attribution

    feature? (Twitter? Google? A Facebook ad?)

    + In Google Analytics, what do you see under Acquisition > All Traffic >

    Referrals?

    Now take these two pieces of information:

    +Brand interactions

    + Attributions

    And use them to ll in the following chart. Take some time to ensure you get it

    right—this conversion path will be an important reference as you continue to work

    your way through the rest of this e-book.

    Where do most customers rst discover your brand?For example: Facebook Ads, LinkedIn posts

    What did they click right before lling out your form?For example: One-to-one email

    Where do they engage with you next?For example: Blog posts, webinars

    ? Type

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    The Stressed Marketer’s Guide to Lead Generation with Social Media6

    CREATING MORE MEANINGFUL TOUCHPOINTS

    WITH ORGANIC SOCIAL MEDIAGenerating leads all comes down to well-placed nudges in the right direction.

    When you answer questions, share helpful information, and refer people to relevant

    landing pages, you create more touchpoints with your brand. And more touchpoints

    on social media can generate more quali ed leads.

    What speci c steps can you take to create more meaningful interactions? Let’s take

    a look.

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    The Stressed Marketer’s Guide to Lead Generation with Social Media7

    1. Monitor High-Intent Hashtags

    + When it comes to generating leads, high-intent hashtags are an easy

    way to gain traction. For example: A Las Vegas hotel chain could create

    conversion opportunities simply by engaging in conversations around a

    hashtag like #Vegasbound. Use a tool like RiteTag to discover trending

    hashtags and set up a stream in a platform like SproutSocial to monitor

    conversations.

    2. Don’t Over-Automate

    + While some autogenerated tweets and status updates can attract

    new leads, you have to keep it “real.” Building real connections with real

    people is a sure re way to convert leads on social media. This means

    you need authentic tweets, tags, and updates that are personalized and

    human. Use a tool such as Insightpool , Little Bird , or Affinio to determine

    who to connect with and how best to communicate with your connections.

    3. Engage with Targeted Groups

    + Sharing valuable insights in the right group environment can open all

    kinds of doors to lead gen as you build trust with your target audience.

    You can convince and convert not only the leads whose questions

    you answer, but also the hundreds of people following along. Look for

    Facebook and LinkedIn groups where your target customers are active

    participants. On Twitter, a tool like Twubs makes it easy to nd and

    participate in chats directly related to your business.

    SOCIAL MEDIA INTERACTIONS TIP SHEET

    Using social media to capture more conversions can be a big undertaking.

    Focusing on the tips below will help ensure your campaigns are pushing people in

    the right direction.

    https://ritetag.com/http://sproutsocial.com/https://insightpool.com/http://www.getlittlebird.com/http://www.affinio.com/http://twubs.com/twitter-chatshttp://twubs.com/twitter-chatshttp://www.affinio.com/http://www.getlittlebird.com/https://insightpool.com/http://sproutsocial.com/https://ritetag.com/

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    Should you join that social group?

    As mentioned on the last page, engaging with social media groups can be a great

    way to get your brand in front of interested networks. But no one likes a company

    spamming their group with irrelevant content. Wondering whether you should join a

    speci c online circle? Use this decision tree to decide:

    Is this grouplikely to appeal

    to your audience?

    Research whichgroups will mostlikely attract your

    target leads.

    Join thegroup!

    Look for anothergroup with activeparticipants and

    two-way dialogue.

    Review the

    pro les of yourstrongest leads tosee which groups

    they belong to.

    Are any of yourcurrent prospectsmembers of this

    group?

    Are there realdiscussions with

    questions andcomments?

    YES

    YES

    YESNO

    NO

    NO

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    The Stressed Marketer’s Guide to Lead Generation with Social Media9

    CAPTURING MORE CONVERSIONSWITH PAID SOCIAL MEDIA

    As you work to attract more leads with personalized touchpoints, your paid socialcampaigns can help move prospects deeper into your conversion funnel. Social

    media advertising lets you get really speci c on who you target and what they see.

    This can make it easy to get exactly the right information in front of all the right

    people at just the right time.

    So how can you use social media advertising to qualify leads and capture more

    conversions? Use the following tip sheet to make sure you’re maximizing your

    social spend.

    3 WAYS TO CA PTU REMORE FORM CONVERS IONS

    FROM SOCIAL MEDIA

    + Remove unnecessary form elds. More than 50% of online activity

    occurs on mobile devices, where people use tiny touchpad screens to ll

    out forms. 4 The fewer elds, the better.

    + Allow users to pull info from social media proles. Simply turning on a

    form’s Social Auto ll feature can increase conversion rates by 189%. 5

    + Customize the thank-you page users see after submitting your form.

    You can drive deeper engagement by adding a secondary call to action,

    like signing up for a related webinar.

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    The Stressed Marketer’s Guide to Lead Generation with Social Media10

    1. Choose the Right Networks

    + Revisit the sample conversion path you created at the beginning of this

    workbook. Where are your ideal prospects most likely to nd you? Are

    they spending more time on Facebook, Instagram, or Pinterest? Typically,

    the places where you’re most successful with organic social media are

    also the places where paid ads should generate the most leads.

    2. Get Granular

    + The great strength of social media advertising is the ability to pinpoint

    extremely speci c audiences. You can use dozens of di erent lters to

    ensure only highly quali ed prospects will see your ads. For example: In

    addition to basics like demographics and locations, you might look for

    keywords that indicate a challenge you can help solve. Or you could lter

    for personal interests that signal someone is likely to buy your products.

    3. Be Creative

    + Studies show that fewer than 15% of people can name a brand or product

    after seeing a display ad. 6 An ad that asks a thought-provoking question

    or makes an unusually bold statement is most likely to stand out in social

    feeds. In fact, new research reveals that creativity makes an ad ve times

    more likely to be seen compared with targeting alone. 7 Additionally, it’simportant to test di erent types of social ads to see which ones resonate

    most with your target audience. And be sure to optimize for conversions

    and not just clicks. You’ll have to spend a little time installing tracking code

    on your thank-you page, but it’s worth it!

    SOCIAL MEDIA ADVERTISING TIP SHEET

    Using social ads to drive more tra c to your landing pages is worth the time and

    money spent—as long as that tra c converts into customers at a pro table rate.

    Avoid over- or under-spending on paid campaigns with these guidelines.

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    Snapshot of an Effective Social Ad

    Let’s say you have an apartment complex in Phoenix and are trying to get people

    to rent units. You want to reach locals, like this guy you know named Peter. He has

    a degree in computer engineering, likes to play volleyball, drinks craft beer and

    watches a lot of videos on his smartphone.

    What would a super-targeted ad to a renter like Peter look like? Check out our

    example below. For the best results, create speci c ads and ad groups for each

    targeting criteria.

    Locations

    Interests

    Fields of Study

    Behaviors

    Display

    Age Gender

    United States, Arizona

    Phoenix + 25 mi

    Computer Science

    video watching

    mobile only

    craft beer

    gadget gear

    volleyball

    x

    20 All Men Women- 35

    ^

    +

    x

    x

    x

    x

    x

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    MORE PRACTICAL IDEASYOU CAN USE TO GENERATE MORE LEADS ON SOCIALMEDIA

    Facebook: Short-Form VideoFacebook is favoring short-form video in news feeds—and consumers are, too.

    These “snackable” video clips tend to be engaging, easy to digest, and convenient

    to watch on mobile devices. Create a video preview of killer content overlaid with

    call to action links to your landing page, and you may be surprised at how many

    clicks and conversions you can capture. The shorter, the better: The most-watched

    Facebook videos are 21 to 61 seconds long. 8

    Twitter: Attention-Grabbing ImagesUsing strong imagery is one of the best ways to drive tra c and conversions on

    Twitter. Tweets with images capture 18% more clicks and generate 150% more

    retweets compared with text-only tweets. 9 All that tra c-inducing activity can

    lead to some serious spikes in conversions. Try presenting closeup photos of your

    products, behind-the-scenes shots of your o ce, or even pull quotes placed in

    attention-grabbing and branded colors.

    LinkedIn: Blog PostsWhen used as a publishing platform, LinkedIn can be a big driver of tra c and

    conversions. This social network generates three times more leads than Facebook

    and Twitter, 10 which means blog posts on LinkedIn can expose your content to a

    highly engaged audience. Start by identifying the topics that most appeal to your

    target niche. Then be sure to incorporate compelling calls to action that tell people

    exactly where to sign up or opt in.

    https://www.formstack.com/ebook/killer-content-marketing-strategy?utm_source=formstack.com&utm_medium=referral&utm_content=ebooks+10+15+lead+gen+social&utm_campaign=digital+marcomhttps://www.formstack.com/ebook/killer-content-marketing-strategy?utm_source=formstack.com&utm_medium=referral&utm_content=ebooks+10+15+lead+gen+social&utm_campaign=digital+marcom

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    THE TEAM BEHIND THIS E-BOOK

    ABOUT FORMSTACK

    Formstack is a technology company that understands big marketing problems

    and how to x them. Digital marketers can leverage Formstack’s robust online

    form building software as a medium to help capture more leads and pinpoint the

    strategies that drive more conversions. Formstack’s online form analytics reveal

    which keywords, marketing tactics, and tra c sources are sending users the best

    leads. This helps marketers only spend money on the most pro table campaigns,

    giving them the most leads for the least amount of money. With Formstack’s help,

    companies can lter their best lead sources into their sales funnel for e cient lead

    nurture.

    ABOUT CONVINCE & CONVERT

    Convince & Convert Consulting provides digital marketing and customer

    experience advice and counsel to many of the world’s most interesting brands,

    including the United Nations, TaylorMade, Cabela’s, Cisco, Oracle, and many more.

    Convince & Convert Media provides digital marketing education to executives andstressed marketers through its award-winning blog, multiple podcasts, daily email

    newsletters, e-books, books, and workshops.

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    EXTERNAL RESOURCES

    YOUR FORMS, YOUR DATA

    + 1 Report: Marketers Still Struggle to Measure Social ROI

    + 2 2015 Social Media Marketing Industry Report

    + 3 Poll: Marketers Uncertain About Lead Value

    + 4

    Mobile Apps Overtake PC Internet Usage in U.S.

    + 5 2015 Form Conversion Report

    + 6 Banner Blindness: 60% Can’t Remember the Last Display Ad They Saw

    + 7 It’s the Creative, Stupid: 3 Reasons Why Ad Creative Trumps Technology

    Every Time

    + 8 Want to Succeed with Facebook Videos? Keep Them Short

    + 9 Tweets with Images Get 18% More Clicks, 89% More Favorites and 150% More

    Retweets [STUDY]

    + 10 LinkedIn 277% More E ective for Lead Generation than Facebook & Twitter

    [New Data]

    http://www.adweek.com/socialtimes/report-marketers-still-struggle-to-measure-social-roi/621340http://www.socialmediaexaminer.com/SocialMediaMarketingIndustryReport2015.pdfhttp://blog.hubspot.com/blog/tabid/6307/bid/6602/Poll-Marketers-Uncertain-About-Lead-Value.aspxhttp://money.cnn.com/2014/02/28/technology/mobile/mobile-apps-internet/https://www.formstack.com/report/form-conversion-2015http://www.mediapost.com/publications/article/196071/banner-blindness-60-cant-remember-the-last-disp.htmlhttp://www.socialbakers.com/blog/2222-want-to-succeed-with-facebook-videos-keep-them-shorthttp://blog.hubspot.com/blog/tabid/6307/bid/30030/LinkedIn-277-More-Effective-for-Lead-Generation-Than-Facebook-Twitter-New-Data.aspxhttp://blog.hubspot.com/blog/tabid/6307/bid/30030/LinkedIn-277-More-Effective-for-Lead-Generation-Than-Facebook-Twitter-New-Data.aspxhttp://blog.hubspot.com/blog/tabid/6307/bid/30030/LinkedIn-277-More-Effective-for-Lead-Generation-Than-Facebook-Twitter-New-Data.aspxhttp://blog.hubspot.com/blog/tabid/6307/bid/30030/LinkedIn-277-More-Effective-for-Lead-Generation-Than-Facebook-Twitter-New-Data.aspxhttp://www.adweek.com/socialtimes/twitter-images-study/493206http://www.socialbakers.com/blog/2222-want-to-succeed-with-facebook-videos-keep-them-shorthttp://www.mediapost.com/publications/article/196071/banner-blindness-60-cant-remember-the-last-disp.htmlhttp://marketingland.com/its-the-creative-stupid-3-reasons-why-ad-creative-trumps-technology-every-time-115591https://www.formstack.com/report/form-conversion-2015http://money.cnn.com/2014/02/28/technology/mobile/mobile-apps-internet/http://blog.hubspot.com/blog/tabid/6307/bid/6602/Poll-Marketers-Uncertain-About-Lead-Value.aspxhttp://www.socialmediaexaminer.com/SocialMediaMarketingIndustryReport2015.pdfhttp://www.adweek.com/socialtimes/report-marketers-still-struggle-to-measure-social-roi/621340

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